AFUND
Events are high-quality and among New York's most interesting
and well respected small to midcap venues. Presenters
and Sponsors have the opportunity to network with professional
investors in an exclusive and intimate setting.
AUDIENCE HISTORY
Our audience was initially composed primarily of market
professionals: institutional investors, hedge funds, portfolio
managers, analysts, investment bankers and brokers who
collectively manage multi-billion dollar investment portfolios.
Starting in 2007, we began inviting business press,
newsletter writers, family offices and high net worth individuals
and clients.
Starting In 2010, several of our
conferences and luncheons have been cosponsored by a
variety of quality BDs, investment banks, market research,
legal and accounting firms.
Starting in 2015, we added a "red" or Health Care track to our
Triple Gold Conference program.
Note: Originally "Triple Gold" referenced
Yellow (Gold), Black (Oil) and Blue (Water) companies. Over
time, we have added Silver (Silver), White (Special Situations),
Green (Clean Energy) and Red (Biotech/Healthcare).
Because of our selectivity in choosing presenters, our choices
have consistently outperformed both market and sector benchmarks.
Coupled with world class talks and panels, we have numerous
testimonials as to why AFUND events were well received. Post
Covid, we have expanded our luncheon format.
Attendance is by invitation only.
COMPANY
PRESENTATIONS in New York are $6200 H1 2024 and $6500
H2 2024..
This is for 18
minutes with 10 minutes allowed for questions by our panel
and/or audience.
Additionally we offer a few high level sponsor presentations at
our quarterly webinars in March, June, September and December
$3500.
Please note: we adhere to a "Swiss" on time schedule.
Our event venue is meant to be intimate and optimized for
business networking.
Note: We run on "Swiss Time": Presentations are precisely
timed and may not exceed the allotted time slot.
AFUND audiences are mixed: with both experience industry investors
e.g natural resource, healthcare, energy etc. as well as
generalists. Try to address both in your presentation by using a
middle ground emphasizing your company's distinct features and
assets, program and future plans. Some technical data is
appropriate, but if extensive have it ready in an appendix or
website reference.
Remember to focus on the points that make you company an
attractive investment opportunity. We recommend
emphasizing a broad stroke introduction to your company. For
example, if in the life sciences, it should not be necessary to
have a medical degree to follow your presentation! Instead,
discuss your overall market strategy: the uniqueness of your
IP, the status of your clinical trials, the size of your potential
market, etc. However,
expect some technical questions from audience to follow.
Your invited audience: Please send your invited
complimentary list two weeks in advance. Presenters are allowed
two guests, in addition to two company representatives. If you
wish to invite more, providing they are qualified attendees (fund
managers, analysts, brokers and HNW investors), we will try to
accommodate you if we can as long as we are given sufficient
notice.
Note: Almost all recent past events have been full with a waiting
list. Some Recent Testimonials
"It was a great event. Lovely setting, good
audience, great food. We will be back."
Thank YOU for a great conference, and for high
quality and very attractive and investable companies!
"The event was a success and the
audience was excellent. I look forward to working with you and
your team again and will recommend working with your group to my
contacts within the industry."
"You and your team do an excellent j2ob in filling the room with
the right people and creating an atmosphere that encourages
interaction and business which is very difficult but something you
achieve."
"Thank you
again for creating the opportunity for such interesting
and fruitful forum."
"The lunch the Princeton club puts on is
worth the trip alone, notwithstanding the fun I have had in the
past with your group of investors."
"I wanted to thank you for extending the
invitation to the event on Wed. You certainly have an
interesting cross section of companies from both a market cap
and metals focus, and each look like they are poised for some
significant upside."
PREVIOUS
SYMPOSIUMS EARLY REGISTRATION ADVISED
1) To insure your participation and 2) Additional exposure
time on our website www.afund.com and multiple emails to
prospective attendees.
Global fund managers as well as many investors often review our
conference participants given our historical out performance.
This ongoing marketing exposure through our website and emails to
markets professionals is often highly beneficial before as
well as after the conference itself.
AV EQUIPMENT
We provide the use of a lectern, microphone, computer, LCD
projector and presentation screen at each conference. We
also bring our own Tech who controls all the audio/visual during
the presentation. A portable clicker and microphone
will be available for your use at the podium. We will pre-load
your presentation and request its receipt no later than one week
in advance.
Send copies to hw@afund.com and please
remember to bring a back up copy of your presentation with you on
a flash drive.
We recommend you upload your power point presentation to
the investor relations portion of your website after the event.
RAFFLE PRIZES &
PARTY FAVORS
Small gifts, such as an embossed pen, company T-shirt or hat, can
create a positive emotional connection with your company. If
you are a consumer product company, e.g. if you sell sodas or
wine, let conference attendees taste them. If a
Silver company, a silver coin or an one ounce of silver
engraved with your company name would make a great desk
paperweight.
We welcome companies who wish to offer a raffle prize.
This can range from the fun bottle of wine or liquor to
the exotic mine or property visit. Any attendee
would love to win shares in your company! etc. Let
your creativity and imagination be your guide.
CONFERENCE ANNOUNCEMENTS These are made by us as well as news stories issued by our
media partners. We welcome a mention of your conference
presentation in your press release prior to our event.
We recommend that you post your conference presentation on
your web site after it is made. We also may link it on our website
which receives many visitors [individual investors as well as
market professionals] both before
and after each
conference to see who is presenting. Note: by registering early,
you will benefit from longer web presence.
SPONSORSHIP OPPORTUNITIES
Sponsorship packages are available to those companies who would
like to raise their level of exposure and expand their presence as
a leading market player.
The costs range from $1000 to $25,000 for Dining, Conference
Program and Exhibit Tables.
Options include: Wine Sponsor ($1,880), Symposium
Sponsor/Cosponsor ($3355 or $5000).
Sponsorship benefits include one complimentary meeting
registration for every $1000 committed, the opportunity to
display promotional brochures in the company profile room and
signage to acknowledge your firm's sponsorship.
Additionally, sponsors may elect to host company sponsored dinners
for analysts and fund managers attending our conference.
Call for details.
HANDOUTS Literature: These days most attendees refer to
your website for information. However a one page handout is
recommended and always a good reminder.
Some presenters like to offer copies of their presentation slides
printed out and they is considered good form.
We suggest 50 handouts for luncheons.
MORE OPTIONS Our cosponsors offer a number of services to public and
private companies. These range from company financings, executive
coaching and communication review of speaker presentations to fee
based analyst coverage. The Astrologers Fund itself offers
Corporate Astrology and Strategic
Planning by the Stars! Please feel free to inquire about
details should you have potential interest in any of these
services.
FAQ
Q: How do you choose companies?
A: We invite companies that we believe will outperform their
benchmarks over the next 6-12 months.
Q: Do you web cast or record the conference?
A: No.
Q: How many handouts should I send?
A: Most investors look up information online. If you have a
one page information sheet or a print out of your power point
40-50.
Q: Do you have a video for the conference that we
can view?
A: No. We don't make videos or record our conference as
we consider each a select event. This allows more freedom of
expression for participants.
Q: How many attendees do you expect?
A: Average Symposium investor luncheons average 4O to 50.
Q: Is it possible to get a
list of the attendees?
A: No that is not our policy as in the past several major
fund attendees objected. However, it is very easy to network, and
presenting companies often receive extensive coverage afterwards.
Q:
We are not interested in doing sponsored dinners or lunches. It is
inappropriate and ineffective. A:
As for
ineffective, I hate to say this, but you are WRONG!
Unfortunately, it is true that many NYC “lunch crowd” events are
worthless. However, if you
are presenting one of the top quality events such as
ours, there is serious audience and good value. Simply ask
several of the companies that have presented recently.
Q:
Send
me a list of small juniors who have done this in the last year.Always willing to
listen. A:We list our
previous conferences and luncheons above with which companies
presented. I am sure you will recognize many of the names
and please call a few you know. I
personally don’t trust lists
that give only selected names to call. Some companies we
have invited and presented for years, the latter beginning when
very small, but there are also plenty of small ones listed to
call.
Q: We receive (so) many invitations to present. Why should
we present at your event?
A: Because we believe we have one of the best and most effective
small (and microcap) venues in New York. The reason is
simple: We choose higher quality companies, organize our events to
be enjoyable and we constantly upgrade our list to investors who
can and want to BUY small cap stocks. Too many non-sell side
events in New York are of poor quality and are largely populated
by our "black" list of non-serious attendees.
Q: We get invitations from investment banks to present at no or
lower cost? We would be happy to present if there were no
charge.
A: Investment banks have a different pricing model. While we
could charge attendees, those who actually invest in stocks, do
not see the need to PAY for the privilege of being pitched.
Consider the difference between advertising and marketing.
Both have value IF done well. Also remember even is there is
"no charge" it costs money and time to attend an event. The
question should be answered by: What payback can be
expected. Given we have many regular presenters, we know the
answer as to the value of AFUND events!
Q: Can we choose the time to present?
A: We organize each track to maximize interest and attendance.
However, if you need an earlier or later time slot, we will
accommodate whenever possible.
Anything else? Please ASK!
All suggestions to make our events better in future will
be greatly appreciated.
Finally, if you need any assistance during your trip,
please feel free to contact either Susan Hahn (susan@afund.com), Irene
Grinevich (irene@afund.com)
or myself, Henry Weingarten.