Wealth
Roadshow 2014
Brief
Momentum Wealth wanted to inform brokers that they were expanding their offering and taking their business to a new level. They wanted their roadshow material to show that they were shifting momentum.
Concept
Working in conjunction with Momentum Wealth, we came up with a graphical representation to portray this shift. A red line changing direction to show this shift was carried through the marketing material as a theme.
Electronic invitation and RSVP reminder email
Wrapped geometric shapes (Full size pdf)
- click thumbnail to open pdf
Registration desk
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Different proportioned banners in triptych design in registration area
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Folder containing information pack
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Feedback form
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Notepad
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4:3 format presentations for projector screens created in Prezi presentation software
- click on screen to play presentation, please note that the timing is automatic for viewing purposes.
TV screens placed throughout the venue
PREZI
Wealth
Roadshow 2012
Brief
To give financial advisors the comfort that Momentum Wealth's robust research process makes their investment decisions easier to make.
Concept
I wanted to show that Momentum Wealth has a robust team-based research process that eliminates the potential of individual preferences which could result in bad decisions. The team are also well diversified in culture, knowledge and skill sets. After working with the concept for a while we came up with the title for the event 'certainty by design'.
Please see below my concept for the marketing collateral for the event. All marketing collateral had to follow very strict corporate identity guidelines. The image was created from various stock images and the equations and calculations were hand drawn and scanned in. This was to ensure that the calculations were relevant to the industry and topics.
Electronic invitation and RSVP reminder email
Registration desk
- click thumbnail to open pdf
Different proportioned banners in triptych design in registration area
- click thumbnail to open pdf
Coffee kiosk and supporting banner
- click thumbnails to open pdf
Behind speaker banner
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Branding elements (wrapped geometric shapes stacked in different formations throughout event)
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A3 place mat on delegates desks
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Lenticular folder (Hologram image)
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Agenda
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Speaker profiles
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PowerPoint template created for presenters
- click thumbnail to open pdf
Side wall banners to placed inside venue running down side walls
- click thumbnail to open pdf
Brief
This roadshow was created as an information and presentation session for brokers on boutique multi-managers. Momentum Collective Investments and Met Collective Investments requested that we come up with an image theme to showcase how they have hand-picked the most talented multi-managers and made them available to financial advisors on one platform.
Concept
I wanted to illustrate that through this investment channel, you have access to not only one manager, but various multi-managers. You can pick and choose which multi-managers you would like to invest in, all in one place.
Please see below my concept for the marketing collateral for the event. All marketing collateral had to follow very strict corporate identity guidelines.
The images were created from various stock images That were printed out in large format, torn into pieces, compiled and stuck onto board. Once we had scanned them in, the images themselves were not of high enough quality, our solution was then to overlay the original images in Adobe Photoshop and crop them into the torn shapes. Independent thinking. Collective Wisdom.
Collective Investments
Multi-manager Roadshow 2012
Electronic invitation and RSVP reminder email
Podium banner
- click thumbnail to open pdf
Diptych banner wall behind presenters and panel
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Diptych banner wall behind registration desk
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4 meter by 3 meter hanging banners - hung from side walls of venue
- click thumbnail to open pdf
Pull-up banners
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PowerPoint template created for presenters
- click thumbnail to open pdf
Folder
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Z-fold agenda and speaker profile
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Event feedback form
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Focus funds brochure
- click thumbnail to open pdf
Wealth
Summit 2011
Brief
Capture the lack of confidence and conviction of fund managers and financial advisors in this very volatile global financial crisis. This graphic theme would be used for all of the marketing collateral.
Concept
I did not want to focus on the market itself, but wanted to show the fear and anxiety these individuals were experiencing. I tried to put myself in their positions - how would I feel if I was confronted by hundreds of investment options everyday, not knowing which were safe and which had the potential of destroying their clients wealth.
After working with the concept for a while we came up with the title for the event
'the global crisis of confidence'.
Please see below my concept for the marketing collateral for the event. All marketing collateral had to follow very strict corporate identity guidelines.
Event feedback form
- click thumbnail to open pdf
A5 note pad
- click thumbnail to open pdf
Pull-up banner
- click thumbnail to
open pdf
Wall banner
- click thumbnail to open pdf
PowerPoint template created for presenters
- click thumbnail to open pdf
Agenda and speaker profiles
- click thumbnail to open pdf
Electronic invitation and RSVP reminder email
Folder
- click thumbnail to open pdf
About
MET Collective Investments were launching their new look and feel to the market and I was tasked with producing all of the marketing collateral for the event. MET Collective Investments brings together select boutique and specialist investment managers to offer financial advisers and investors access to diversified and unconstrained sources of alpha. MET Collective Investments forms part of MMI Holdings Limited a company listed on the life assurance sector of the Johannesburg Stock Exchange.
MET Collective Investments
Roadshow 2014
Investment manager research process brochure
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Agenda
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An introduction to MET Premium Partners brochure
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Diptych banner wall in registration area
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Diptych banner wall in entrance
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Pull-up banners
- click thumbnail to open pdf
Wall banners - stand alone placed in presentation venue and pause areas
- click thumbnail to open pdf
PowerPoint template created for presenters
- click thumbnail to open pdf
Interview of key speaker at conference
- click screen to play video
Electronic invitation and ipad advert
Agenda and speaker profiles
- click thumbnail to open pdf
MET Premium Partners portfolio information brochure
- click thumbnail to open pdf
Diptych banner wall behind presenters and panel
- click thumbnail to open pdf
