2006 CFA INSTITUTE ANNUAL CONFERENCE
21-24 MAY 2006, ZURICH, SWITZERLAND
Exhibit Policies and Guidelines
Participant List Policy
CFA Institute will provide each exhibitor with a list of conference participants, including names,
titles, companies, and mailing addresses, at least two weeks prior to the conference. The
mailing list is limited to a one-time use only and is to be used to promote exhibitor’s participation
in the 2006 CFA Institute Annual Conference. After the conference, CFA Institute will provide a
list of actual participants to any exhibiting firm upon request. Attendee mailing information is
available in an encrypted list or printed label format. Telephone, e-mail, and fax numbers are
not available.
Promotional Information
A list of participating exhibitors or brief description of each exhibiting firm (30–40 words; CFA
Institute reserves the right to edit as needed) will be included in select promotional mailings and
in the on-site materials distributed to conference attendees, provided one half of balance due
and the signed Exhibitor Agreement have been received by CFA Institute prior to each
applicable copy deadline. The brochure copy deadline is:
January Brochure 14 November 2005
Final Brochure (Mails March 2005) 6 January 2006
On-site Promotion 24 February 2006
Note: Signed Exhibitor Agreement and initial payment must be received prior to
applicable copy deadlines in order to be listed in the corresponding brochures.
Souvenirs/Samples
Distribution of souvenirs or samples—done in a dignified fashion and limited to the exhibit booth
space—is permitted provided they have been approved in writing by CFA Institute. Please
submit a souvenir sample with a request for permission to the CFA Institute contact by
24 April 2006.
Exhibit Staff On-Site Policy
No more than six staff per single booth or 12 staff per double booth will be permitted in the
exhibit area at any one time. While in the exhibit area or attending any conference activity, all
exhibit staff must wear the identification badges provided by CFA Institute. Two types of
identification badges will be issued, authorizing different access to conference functions. Please
read the following policy carefully.
Badge Policy
CFA Institute will provide each exhibiting firm with two complimentary registrations per
single booth or four complimentary registrations per double booth (Attendee Badges).
Attendee badges allow access to all sessions, conference breakouts, luncheons, and the
Sunday and Tuesday Evening Receptions. Attendee badges will be issued to the exhibiting firm
rather than a firm representative and may be exchanged among the exhibit staff of that firm.
Additional full conference registrations may be purchased at the discounted CFA Institute
member rate, subject to availability.
CFA Institute will provide each exhibiting firm with four exhibit registrations per single
booth or eight exhibit registrations per double booth (Exhibit Badges). Exhibit badges
allow access to the exhibit area only. Exhibit badges are not full conference registrations and
do not qualify their holders to attend sessions, workshops, luncheons, or the Sunday and
Tuesday Evening Receptions. Exhibit badges will be issued to the exhibiting firm rather than a
firm representative and may be exchanged among the exhibit staff of that firm. If you wish
badges to be printed with an individual firm representative’s name, all information must be
received no later than April 24, 2006. Badges created after April 24, will be made in the
exhibiting firm’s name and cannot be personalized.
CFA Institute reserves the right to charge up to a full registration fee to any unauthorized person
attending sessions, workshops, or luncheons.
Floor Pass Policy for Non-Registered Clients or Guests of Exhibiting Firms
No floor passes will be issued or sold to non-registered clients or guests of exhibiting firms. No
non-registered clients or guests of exhibiting firms will be permitted access to the exhibit area.
CFA Institute reserves the right to charge up to a full registration fee per unauthorized person
for any exhibiting firm allowing non-registered clients or guests into the exhibit area.
Exhibit Hours
Exhibit hours are set to be the following:
Saturday, 20 May 9:00–17:00 (exhibit set-up)
Sunday, 21 May 8:00–11:30 (exhibits must be completed and empty boxes removed by
11:30)
Monday, 22 May 6:45–8:30 / 10:45–11:15 / 12:45-14:15 / 15:15-15:45
Tuesday, 23 May 7:15–8:30 / 10:15–10:45 / 12:45-14:15 / 15:15-15:45
Wednesday, 24 May 7:15–8:30 / 10:30–11:00 / Teardown begins at 12:15
At least one representative from each exhibiting firm must be in the Exhibit Area during the
Exhibitor’s Welcoming Reception, daily continental breakfasts, refreshment breaks, and
luncheons. We recommend that at least one exhibitor representative be in the Exhibit Area
during all posted exhibit hours.
Exhibit Dismantling
The 2006 Annual conference is scheduled to end at 12:15pm on Wednesday, May 24th.
Please refrain from dismantling exhibit booths until conference attendees have exited the
general session and have passed through the exhibit area. Empty boxes and crates will be
delivered to exhibit area beginning at 12:45pm.
Booth/Badge Manager
To simplify the flow of information between CFA Institute and exhibit staff, we ask that each
exhibiting firm assign one staff person who can fulfill the following functions:
Be in attendance for the duration of the conference;
Serve as liaison between the CFA Institute Exhibit Manager and exhibit staff;
Be responsible for distributing badges and registration packets, and ensuring exhibit staff
are aware of exhibit hours and rules; and
Communicate the company’s on-site needs, requests, and problems to the CFA Institute
Exhibit Manager.
Please provide the name of the staff person who will perform this function to Eric Losada on or
before 24 April 2006.
Use of Exhibit Space
No exhibiting company may sublet or share any part of the space allotted, or may represent,
advertise, or distribute literature for the product or services of any other firm or individual except
as approved in writing by CFA Institute before 24 April 2006. This does not pertain to trade
agreements, but does pertain to related companies. In any circumstance, only one exhibiting
firm will be listed as the official exhibitor in the promotional materials distributed by CFA
Institute.
Distribution of flyers, samples, invitations, or any exhibitor materials is limited to the exhibit
booth space only. Any materials, displays, or equipment used as part of the booth presentation
must fit in the allotted booth space.
Exhibition Company
The official exposition company for the exhibit program is Bluepool.
