CFA Southwest Chapter CORNERSTONE SPONSORSHIP 2016 PROGRAM BOOK

DIAMOND SILVER GOLD FIRST… A SPECIAL RECOGNITION AND APPRECIATION TO OUR CFA SOUTHWEST 2015 CORNERSTONE SPONSORS PLATINUM

2015 DYNAMIC MEMBERSHIP MEMBERSHIP GROUP MEMBERS 2015 Banks and other Financial Institutions80 Attorneys20 Other Advisors25 Turnaround/Restructuring15 Private Equity Groups13 CPA Firms7 Appraisal and Field exam Services4 TOTALS164

2015 EVENTS AND ATTENDANCE EVENTEVENT DATEATTENDANCE CFA 2015 Kickoff Happy Hour01/20/ Texas Rangers Opening Day04/10/ Trends in Middle Market Lending05/19/ CFA/WFE Times 10 Cellars07/16/ Sporting Clay Challenge08/27/ Energy Summit09/16/ th Annual Charity Golf Tournament9/30/ PEGapalooza11/18/ CFA/TMA Holiday Party11/19/ AVERAGE ATTENDANCE128

2016 SCHEDULE OF EVENTS EVENTLOCATIONDATE * 2016 Cornerstone Sponsorship DinnerCoal Vines03/2016 Lunch & LearnTBD03/2016 Texas Rangers Opening DayGlobe Life Park04/04/ th Annual Charity Golf EventTBD05/2016 Lunch & LearnTBD06/2016 CFA/WFE Networking EventTBD07/2016 Clay ShootElm Fork Shooting Range08/2016 Energy SummitTBD08/2016 Lunch & LearnTBD10/2016 PEGapalooza3015 at Trinity Groves11/2016 Holiday Party with TMA and TFFDallas Country Club11/2016 * All dates are subject to change. For official dates and times for an event as they become available, see Cornerstone Sponsors will be given first opportunity to sponsor events. A 4 th Lunch & Learn will be added as dates are confirmed and at the discretion of the Education Committee and the sponsor.

2016 EVENT SPONSORSHIP As a Cornerstone Sponsor your organization will have the first opportunity to sponsor 2016 events. The events and sponsorship cost range: Rangers Opening Day – Taken Energy Summit – (4 Sponsors excluding table sponsor) Title Sponsor - $2,500 Panel Sponsor - $1,500 Food/Beverage - $1,250 Parking Sponsor - $1,000 Clay Shoot – Title Sponsor - $2,500 Food/Beverage - $1,000 Lunch & learn - (4 sponsorships and presenting option on topics to be selected by Education Committee. Sponsor provides venue and lunch.) PEGapalooza Dealmaker Wine & Whiskey Tasting – (Sponsorships ranging from $1,700 - $7,000) Golf Themed Event – ($3,500 to $500 – 10 sponsors plus 18 hole sponsors) All event sponsorships subject to change, but as a cornerstone sponsor CFA SW wants your organization to have the first opportunity to support these great events.

CORNERSTONE LEVELS AND BENEFITS SPONSORSHIPS AVALIABLE LEVELAMOUNTSIGNAGE FREE MEMBERS* ON-LINE EVENT CREDITS $ VALUE TO SPONSOR in addition to the marketing value 2Diamond$5,000 All events, website, s 5$1,000$1,500 4Platinum$3,000 All events, website, s 4$600$1,000 6Gold$2,000 All events, website, s 3$250$550 10Silver $1,000 All events, website, mails 2$100$300 Individual Memberships are $100 annually; Membership fee will be waived for lenders under the age of 30. Sponsors will be given credit toward the cost of events up to the value presented in on-line credits column. Value to sponsor does not measure marketing to the deal community, which includes our members and 5,500 person database.

2016 CONTACT INFORMATION JIM JOHNSON CFA SW Immediate Past President STEVE BELLAH – 2015/2016 CFA SW President Other Board Officers Tony Banks, CFA SW Vice President, Hein & Co Joseph Acosta, CFA SW Vice President, FisherBroyles Andrew Pendleton, CFA SW Treasurer, Montgomery Coscia Greilich Ellen Smith, CFA SW At Large, Riveron Consulting Chris Welsh, ARG Partners Scott Wallace, Holland & Knight Jorge Gutierrez, Norton Rose Fulbright Frank Bonet, PNC Business Credit Advisory Board Kim Anderson, Triumph Commercial Finance Elizabeth Hastings Veritas Financial Partners Anthony Herrera, Holland & Knight Heather Thomas, Pearson Partners International