UNPARALLELED ACCESS TO ADVISORS OF THE SUPER-RICH MEDIA KIT 2019 DIGITAL EVENTS PW-MAG.COM

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1 UNPARALLELED ACCESS TO ADVISORS OF THE SUPER-RICH MEDIA KIT 2019 DIGITAL EVENTS PW-MAG.COM

2 Editorial Excellence CROSS-PLATFORM MARKETING OPPORTUNITIES Showcase your brand in one or more of our publications, websites and e-newsletters. The first and only website to exclusively target ultra-high-net-worth wealth and family office advisors. These advisors service the financial, legal, insurance/risk management and lifestyle needs of the ultra-affluent. Reaching independent broker-dealer-affiliated advisors and registered investment advisors (RIAs), FA offers readers unparalleled ideas and strategies to help them better invest for their clients and manage their practices. Designed to provide financial advisors with news and state-of-the-art analysis about investment strategies utilizing Exchange-Traded Products. magazine hosts a variety of one- and two-day conferences for advisors that focus on retirement planning, alternative investing, women in wealth management, smart beta strategies and impact investing. 5th Annual INVEST IN WOMEN 10th Annual INSIDE RETIREMENT 10th Annual INSIDE ALTERNATIVES 2nd Annual ETF STRATEGY SUMMIT 2

3 Private Wealth: Influential Audience TARGETED AUDIENCE Family Offices Private Bankers High-End RIAs and Wealth Advisors winter Estate Planners Trust Officers Accountants Attorneys Asset & Investment Managers Family Business Consultants Philanthropic Advisors Insurance & Risk Management Specialists Luxury & Concierge Service Providers advising the exceptionally affluent All Segments Of The Target Audience Are Advising Or Influencing Wealthy Clients And/Or Families With A Minimum Net Worth Of $20 Million. a tangled legacy Sylvia Brown traces the history of her old-money family and its ties to philanthropy and Slavery. Types Of Firms Our Audience Own Or Work For Family Office, Wealth Advisory, Private Banking & Trust 52% Accountants, Attorneys, Estate Planners 20% Other Product & Service Providers, Centers of Influence 15% Insurance 15% Source: 2017 Advertising Awareness Study, Signet Research 3

Private Wealth: Influential Audience PW's Audience Are Experienced Advisors With Established Practices Average Client Account Value Per Reader: $59.

com advising the exceptionally affluent Trump s Tax-CuT plan EnErgy s ClEan InvEsTmEnTs a pe Fund OF your Own randomness, rocks & wealth Lisette Cooper s journey to AthenA CApitAL wasn t A straight

Lisette Cooper, Founder, CEO and CIO at Athena Capital Advisors Tenure In The Financial Services Industry 76+24+A Readers With 10 Or More Years Experience 76% * 73+27+A74+26 23 Average Years In The

4 Private Wealth: Influential Audience PW's Audience Are Experienced Advisors With Established Practices Average Client Account Value Per Reader: $59.8 Million Average Amount of Assets Readers Personally Manage: $259.9 Million winter advising the exceptionally affluent Trump s Tax-CuT plan EnErgy s ClEan InvEsTmEnTs a pe Fund OF your Own randomness, rocks & wealth Lisette Cooper s journey to AthenA CApitAL wasn t A straight Line. instead, it reveals A Life full of AmAzing twists And turns. Lisette Cooper, Founder, CEO and CIO at Athena Capital Advisors Tenure In The Financial Services Industry A Readers With 10 Or More Years Experience 76% * A Average Years In The Industry Average Number Of Clients Readers Personally Advise 74 * Products Personally Recommended In The Past 12 Months 529/College Savings Products Alternatives Annuities Charitable Giving Charitable Trusts ETFs Fixed Income Hedge Funds Source: 2014 Subscriber Study, Signet Research *Source: 2017 Advertising Awareness Study, Signet Research Life Insurance Long-Term Care Insurance Mutual Funds Private Equity/Venture Capital REITs Retirement Products Separately Managed Accounts Trusts 4

2019 Digital Advertising DIGITAL OPPORTUNITIES PW-Mag.

Interstitial New full screen version is now available at the same rate!

5 2019 Digital Advertising DIGITAL OPPORTUNITIES PW-Mag.com Run of Site Units Top Leaderboard 728x90/CPM $215 Half page 300x600/CPM $150 Upper 160x600/CPM $185 Middle 160x600/CPM $100 Lower 160x600/CPM $75 120x120/CPM $50 High-Impact Interstitial Unit Interstitial New full screen version is now available at the same rate! 640x480/CPM $ x420/CPM $ x480/CPM $300 Exclusive Run of Channel Sponsorship Package Monthly Channel Sponsorship Includes: 4 banners on topic page Sponsor s logo included on topic sent one time per month of sponsorship 120x120 ROS banner with logo and channel topic on homepage with a 25% minimum SOV. RATE: $3,000/MONTH Available Channels For Sponsorship: Alternative Investments Impact Investing Arts & Culture Insurance Compliance/Fraud Investing Cultivating the Affluent Lifestyles Estate Planning Philanthropy Practice Development Real Estate/REITs Research Technology Wealth Protection Customized Campaign Send your customized marketing message to our opt-in subscriber list. A/B split subject lines are encouraged. Send your in the same day to an evenly split list with two different subject lines to test the strength of your subject line choices MON.-THURS. SENDS: $3,500 FRI.-SUN. SENDS: $1,750 All rates provided are net. 5

6 2019 Digital Advertising PW News Private Wealth magazine s electronic newsletter is sent to our digital subscribers every Monday, Wednesday and Friday. PW News is the source of breaking news and events that directly impact professionals focused exclusively on meeting the financial, legal and lifestyle demands of ultra-highnet-worth clients. Half Page 100% SOV 300x600 RATES: $3,500 PER EDITION $7,500 WEEKLY SPONSORSHIP $24,000 MONTHLY SPONSORSHIP (minimum 12 editions) PW News: Top Stories of the Month Sponsorship Sent on the first Sunday of each month and consists of the most highly read stories of the preceding month. Half Page 300x600 RATES: $3,500 PER EDITION $7,500 QUARTERLY SPONSORSHIP (3 EDITIONS) Whitepaper Distribution Private Wealth will feature your research paper in a robust distribution program that includes the following: Listing for one month on our whitepaper library page Inclusion in our monthly whitepaper sent to our subscribers that contains all of the whitepapers we received that month 120x120 ROS banner will be created that will display your logo and the title of your research paper. Minimum SOV will be 25% One insertion in a PW News newsletter during the month as sponsored content All placements will be scheduled at our discretion. RATES PER MONTH: 1X - $1,200 3X - $1,100 6X - $1,000 12X - $900 Lead Generation Program After review of your campaign message, a customized program will be created and executed by our staff. At the close of each month a series of activity reports will be provided to you as well as the leads that were collected through these efforts. You are entitled to receive one additional qualifying question above our standard set of questions that we require of our advisory community. Elements that may be included in your customized program: Banners on PW-mag.com Banners in various topics of our e-newsletters All placements will be scheduled at our discretion. Dedicated s Whitepaper alert RATE: $150/LEAD CREATIVE SUBMISSION: digitalops@fa-mag.com TECHNICAL QUESTIONS: Contact Keith Huryk at , ext. 20 or keith@pw-mag.com 6

7 2019 Digital Advertising Webcast Events A webcast offers our clients the chance to be recognized as industry leaders, educators and information providers. With every event, we create a robust promotional campaign, which is custom-designed depending on the topic of each event. We also provide our technology platform and, if applicable, we will handle the entire process of submitting your webcast content for consideration by both the CFP Board and Investments & Wealth Institute formerly IMCA for CE credit approval. Approval is not guaranteed but would be granted upon review of the content by both boards. After the event, we will provide the full list of registered attendees for your event. Brief definitions and pricing for each level is listed below. Please contact your representative for a complete list of entitlements. SPONSORSHIP LEVEL On occasion, contributors of Private Wealth magazine will fully produce a single webcast or a series of webcasts on a specific topic such as: Women in Wealth, Retirement, Estate Planning, etc., and your firm s branding will be included in all promotional efforts. The sponsor will introduce the moderator and also make closing comments. Some of the contributors from past webcasts include Tom Dorsey, Mark Hurley, Bill Bachrach, Nick Murray and Dr. Katy Votava. If one of these webcast topics aligns with your campaign objective, it would serve as a perfect vehicle to offer positive branding for your firm. RATE: $10,995 Please note that if your event will require assistance above and beyond our usual services, an additional fee may apply. MEDIA PARTNERSHIP LEVEL Partner with Private Wealth to give your fully produced webcast greater exposure in the advisor community and increase attendance. All of the content at this level is provided completely by the client; Private Wealth will not alter it in any way. For this level, any panelist participating in the event will be sought solely by a client. Private Wealth will not seek panelists for the event at this level. If any assistance is needed from the Private Wealth magazine staff for content creation or additional panelists, this would be considered a custom-level event. RATE: $15,995 Please note that if your event will require assistance above and beyond our usual services, an additional fee may apply. CUSTOM LEVEL Private Wealth magazine editors will work with the client to create a single webcast or a series of webcasts. Clients will be able to choose the topic and panelists for each event. Our editors will research the content to be included and will also be the contacts for panelists on behalf of the client. Our editors have some of the strongest relationships with highly recognized industry experts, which is beneficial to the success of an event with Private Wealth magazine. RATE: $19,995 Please note that if your event will require assistance above and beyond our usual services, an additional fee may apply. All rates provided are net. 7

Conferences & Events 2019 5th Annual INVEST IN WOMEN April 29-May 1, 2019 Loews Hotel Atlanta Invest in Women is the leading nationwide forum offering a 360-degree approach to exploring, discussing

8 Conferences & Events th Annual INVEST IN WOMEN April 29-May 1, 2019 Loews Hotel Atlanta Invest in Women is the leading nationwide forum offering a 360-degree approach to exploring, discussing and learning about issues that are meaningful to female financial advisors, industry executives and the clients they serve. 10th Annual INSIDE RETIREMENT May 1-May 2, 2019 Loews Hotel Atlanta This event is the first and largest retirement conference for advisors. Key industry experts and prominent advisors share their insights and strategies and help advisors assist clients with individual retirement needs. The conference offers a forum to hear and share ideas on the new realities of retirement and allows advisors to discuss the latest strategies and top-level solutions. 10th Annual INSIDE ALTERNATIVES Date and Location TBD Using Liquid and Traditional Strategies to Diversify and Improve Alpha. As the industry s first, largest and most influential alternative investments conference, this event brings together leading advisors and financial professionals from FA and PW magazines to discuss strategies for how advisors can diversify client portfolios and access non-correlated asset classes with liquid and traditional investment vehicles. 2nd Annual ETF STRATEGY SUMMIT Fall 2019 TBD Over 2 days, the ETF Strategies Summit will focus on addressing the opportunities and challenges of today s market and present a variety of innovative ETF disciplines and portfolio construction ideas designed for today s forward thinking money managers. FOR SPEAKING OR SPONSORSHIP OPPORTUNITIES, CONTACT: David Smith, Founding Publisher at , ext. 26 or dsmith@fa-mag.com. 8

5000 MAGAZINES: Financial Advisor and ETF Advisor CONFERENCES: Inside

com Tax Moves Before The End Of The Year Ed Slott On What To Discuss

Big Difference In Outcomes Big Dividends And Big Fees The pros and cons

No Thanks Why some advisors still prefer mutual funds.

Marks The World's Biggest Distressed Debt Investor On Market Cycles

and CEO Kelley Downing A Story 120 Years In The Making Bartlett Wealth

a tangled legacy Sylvia Brown traces the history of her old-money family

They offer much potential, but require careful due diligence. www.fa-mag.

com Publisher/East & West Region Advertising Director Diane Rogala 732.

com Mid-West & New England Region Advertising Director Justine DeGaetano

9 winter Ranked as One of America's Fastest-Growing Companies in the Inc MAGAZINES: Financial Advisor and ETF Advisor CONFERENCES: Inside Retirement Invest In Women Inside Alternatives ETF Strategy Summit October News And Trends On Exchange-Traded Funds Fall 2018 / Tax Moves Before The End Of The Year Ed Slott On What To Discuss With Your Clients Now What Tax Law Brings For 2019 Planning Can Make A Big Difference In Outcomes Big Dividends And Big Fees The pros and cons of closed-end fund ETFs. Ultra-Short Bond ETFs A sensible cash-management tool. ETFs? No Thanks Why some advisors still prefer mutual funds. knowledge for the sophisticated advisor A Talk With Oaktree's Howard Marks The World's Biggest Distressed Debt Investor On Market Cycles advising the exceptionally affluent Bartlett Asset Management President and CEO Kelley Downing A Story 120 Years In The Making Bartlett Wealth Management s team explains how to run a firm for more than a century. a tangled legacy Sylvia Brown traces the history of her old-money family and its ties to philanthropy and Slavery. They offer much potential, but require careful due diligence Publisher/East & West Region Advertising Director Diane Rogala diane@fa-mag.com Mid-West & New England Region Advertising Director Justine DeGaetano justine@fa-mag.com Regional Advertising Manager Sherri Scordo , ext. 27 sherri@fa-mag.com Co-Founder & Director of Third Party Content David Smith , ext. 26 dsmith@fa-mag.com Associate Publisher - Digital Sandra Croce sandra@fa-mag.com Digital Advertising Manager Michelle Richard , ext. 35 michelle@fa-mag.com 499 Broad Street, Suite 120 Shrewsbury, New Jersey Fax: fa-mag.com

Louis Navellier Hilary Kramer Dan Wiener Jon Markman

Louis Navellier Hilary Kramer Dan Wiener Jon Markman 2010 MEDIA KIT WHO WE ARE InvestorPlace.com is a leading financial news and investing site, providing millions of individual investors with access to free stock picks, options trades, market news, investment