“For over three decades, MoneyShow has been empowering individuals with a passion for investing and trading. Guided by the belief that "knowledge is power", we carefully handpick the resources perceptive investors and traders need to succeed.”  

The MoneyShowMoneyShow conferences are engaging and connect companies to thousands of high-net-worth and retail investors. Our clients are able to increase awareness by engaging and educating the MoneyShow’s investor network. The MoneyShow provides our clients with state-of-the-art lead generating technology which helps streamline the follow up process after the conference is over.

The MoneyShow works with the leading financial media companies in the world. Our media partners include Morningstar, Money Magazine, MarketWatch, Barron’s, Forbes, Investor’s Business Daily, Financial Planning Magazine and many others.  These relationships ensure that we attract a qualified audience of investors to our conferences. 

DallasSan FranciscoLas Vegas OrlandoFebruary 2017May 9-12, 2016 October 20-21, 2016August 25-27, 2016

TorontoSeptember 16-17, 2016

Our AudienceOn average The MoneyShow provides upwards of 40,000 face to face interactions with a qualified consumer to our clients. The following is survey data collected by an independent party on site at our Las Vegas MoneyShow 2015.

• 71% of attendees are experienced to very experienced investors • 51% have portfolios worth $1,000,000; 1 in 10 have portfolios worth

$5,000,000+ • 64% of attendees actively use an online broker • 25% of attendees are accredited investors • 81% are college graduates and 41% have post-graduate degrees

Our value lies in our approach to strategically meet our clients goals by leveraging our experiential, digital, and virtual platforms. The MoneyShow

is more than an investing conference we are a strategic partner with a mission to satisfy our clients brand awareness, investor relations, and

lead generation needs.

Experiential TacticsOur face-to-face platform speaks for itself. The MoneyShow is the premier outlet for companies that want to reach thousands of high-net-worth retail investors. If you are looking to educate the masses or generate qualified investor leads, MoneyShow conferences will satisfy your needs.

On-Site Opportunities: • In Booth RFID

• Ensure maximum lead generating opportunities

• Hospitality Suites • Have a private room to host guests and open accounts on site

• Sponsored Receptions • Welcome and Evening Receptions for Guests and Speakers alike

• Programming Track • Merrill Lynch analyst sponsored education track and panel of ML

topic specific analysts

Digital TacticsMoneyShow.com attracts thousands of affluent, educated investors who are looking for actionable information. With a network of 185,000+ registered members and 200,000+ e-letter subscribers Moneyshow.com is able to generate awareness for our member companies every day.

Digital Opportunities: • Advertorials

• Content sponsored by Merrill Edge, Bank of America, or Merrill Lynch

• Trading Strategies • Syndicate your current content through our channels to increase exposure

• Education • Educate our diverse audience on banking, entrepreneurship, trading, and

life leveraging your current content on our platform

Virtual TacticsMoneyShow virtual conferences extend the conference to virtual viewers and is complimentary to all clients exhibitor packages. We also feature weekly webinars have become an industry standard for generating qualified investor leads. Our virtual platform leverages MoneyShow face-to-face conferences and generates leads for 21 days following the conference. Our virtual audience has only a 20% overlap from the live show, enabling our clients to tap into a completely different lead pool virtually.

Virtual Opportunities: • Webcast

• Webcast your live presentation to an online audience directly in your eBooth

• Webinars • Host webinars within your eBooth to drive traffic and capture leads for the

duration of the show

• Investor Relations • Leverage your booth as an extension of your IR efforts. House brand

specific literature within your booth or drive traffic straight to your site

MoneyShow Universi tyInvest in your next generation of consumers today at MoneyShow University. MSU has grown into The MoneyShow’s premier millennial outreach initiative to educate on topics related to life, finance, and entrepreneurship.

http://moneyshowuniversity.com/

• On Friday March 3rd, hundreds of college students descended on MoneyShow University for a day of education and interactive presentations. The event was sponsored by BBVA, TDu, and Marketwatch with programming highlights such as a Money Magazine Panel, Forbes Fintech Panel, Workshop with NBA Legend and Entrepreneur Bruce Bowen, and a presentation from Editor in Chief of MarketWatch Jeremy Olshan.

• MSU currently has outposts at The MoneyShow Orlando, Toronto, and San Francisco.

• 2015 was the launch of our pilot program with 75 students and has blossomed into a full blown program in 2016 with hundreds of college students in attendance.

• Grow your brand awareness to the next generation of investors and entrepreneurs at MoneyShow University!

*Florida colleges that participated in 2016

Media PartnersThe MoneyShow has relationships with over 200 media partners worldwide who gain exposure to a sophisticated audience of investors and traders, and receive thousands of qualified leads annually. Media partners have the rare opportunity to interact with their audience face to face or online, as well as participate in surveys and share in other audience research. MoneyShow delivers the purest, most interested individual investor, trader, and financial advisor to the media client. AS a clear vertical channel devoted to financial education and investment advice, we obtain the most qualified leads in the business.

On Site Strategy (Sample Package)

CONVERT

Educate

Engage

Capture

Engage • 10’ x 10’ Premium Booth

• Leverage your booth space in The MoneyShow main exhibit hall to engage in meaningful conversations with our qualified attendees

• Please refer to slide 3 for pertinent demo information

Educate • 1 x 45 Minute Product Presentation

• Our workshops are keyworded to your industry and promoted long before the conference takes place

Capture • 1 x Badge Scanner

• Capture leads in real time at your booth with our badge scanner or choose to upgrade to our RFID lead capturing devices

• 1 x eShow Booth • Acts as a lead magnet for 21 days after the live

conference • Ability to webcast your presentation from the

conference live into your booth to increase your reach and capture more leads

“THERE IS ONLY ONE BOSS. THE CUSTOMER. AND HE CAN FIRE EVERYBODY IN THE COMPANY FROM THE CHAIRMAN ON DOWN, SIMPLY BY

SPENDING HIS MONEY SOMEWHERE ELSE.”

-Sam Walton

Thank You!

Thank you for your support of the MoneyShow network. We look forward to working with Merrill Edge in 2016 and beyond. Please remember that we are flexible in providing you benefits that help you accomplish your goals and objectives.

After you have reviewed the outline, I am happy to set-up arrange a meeting or call to discuss any questions or comments.   To move forward, please sign and return by e-mail to anthonyvarrell@moneyshow.com or fax to 941-954-1778.

Merrill Edge

_____________________ Signature

___________________________________________ Printed Name

_____________________ Date

__________________________________________ Credit Card # CVV Code

___________________________________________ Credit Card Expiration Date

*DISCOUNT POLICY: Multi-show** package: 10% discount is applied if full payment is received within 30 days of proposal sign-off. **Multi-show is defined as 3 or more events.

Appendix A