Transcription
WORTH GROUPPRINTD I G I TA LW E A LT H A D V I S O R SENGAGING THE EXTRAORDINARYEVENTSWORTH.COMW O R T H G R O U P 2 0 1 6 M E D I A K I T 01
OUR MISSIONWORTH.COMWorth’s new digital platform engages the rightusers with the most compelling content.W O R T H G R O U P 2 0 1 6 M E D I A K I T 02EVENTSWORTH’S LEADINGWEALTH ADVISORSPROGRAM IS A CHANNELTO 68 BILLION AUM.Worth provides 360-degree salesand marketing—print, digital,events and direct-to-consumerchannels.W E A LT H A D V I S O R S— ERIC SINOWAY, CHIEF EXECUTIVE OFFICER, WORTH GROUPD I G I TA LWORTH ENGAGESEXTRAORDINARY INDIVIDUALS,ORGANIZATIONS AND BRANDSWORLDWIDE.PRINTWorth events putyou directly in frontof your customerin the rightenvironment.THE WORTH LEADERSHIPTEAM IS COMPRISED OFTHE MOST INFLUENTIALINVESTORS, ENTREPRENEURSAND THOUGHT LEADERS.WORTH GROUPAdvertising in Worth magazine has nowaste—100% of our audience is qualified.
ABOUT WORTH GROUPWORTH GROUPThe Worth Group is a company that engagesextraordinary individuals, organizations andbrands worldwide. The company’s flagship product, Worth magazinePRINTwas founded in 1992. The award-winning magazine is the definitive resource onentrepreneurship, finance and lifestyle. Its digital platform, anchored at worth.com,features the highest quality content online from the most authoritative figures onthe subjects about which they write. Its event platform, consisting of Worth’ssignature Summits and a wide variety of intimate engagements, provideseducational, entertainment and social networking opportunities for selectconsumers and wealth advisors.D I G I TA LThe highest quality content. The mostauthoritative writers. The mostengaged audience. The most sought afterdemographic group in America.W E A LT H A D V I S O R SRichard Bradley, EDITOR IN CHIEF Dean Sebring, CREATIVE DIRECTOR James Dimonekas, PRESIDENT Eric Sinoway, CEO Kirk Posmantur, CHAIRMANEXECUTIVES:Jeff Arnold, Founder, WebMD Wesley Chan, Founder, GOOGLEANALYTICS AND GOOGLE VOICE Mindy Grossman, CEO, HSN Omar Johnson,CMO, BEATS BY DR. DRE Soledad O'Brien, 3X EMMY WINNER Steve Sadove,Former Chairman and CEO, SAKS Henry R. Silverman, Former Vice Chairman, APOLLO Howard Stevenson, HARVARD BUSINESS SCHOOL Anwar Zakkour, Co-Head TMT,BANK OF AMERICA MERRILL LYNCHINVESTORS:EVENTSWORTH.COMW O R T H G R O U P 2 0 1 6 M E D I A K I T 03
W H AT W E D OP R O D U C T S & P L AT F O R M S We create and publishinsightful andengaging content thatis distributed under theWorth brand via print,digital, social media andbroadcast channels.We provide salesand marketingservices to world-classbrands, organizationsand financial institutionsthat serve anaffluent audience.Worth Magazine Worth.com Worth Newsletters CaptivateNetwork Partnership Social Media Sponsorship Sales Marketing Strategy Campaign Development CustomContent Creation ProductSales Event Ideation and ExecutionWe build, curate andsell extraordinaryproducts andplatforms tosophisticated consumersand organizations. Worth Summits ConversationsWith Worth WorthPrivate Aviation NetworkW E A LT H A D V I S O R SSALES & MARKETING 03D I G I TA LC O N T E N T C R E AT I O N02PRINT01WORTH GROUPThe Worth Group incorporates threedistinctive areas of focus.EVENTSWORTH.COMW O R T H G R O U P 2 0 1 6 M E D I A K I T 04
THE WORTH AUDIENCENET WORTHTOTAL ASSETS UNDER MANAGEMENTWorth connects with a highly influential and desirable businessaudience comprised of 5,000 of America’s largest, most highlyregarded and influential wealth advisors. Consisting of brokerdealers, RIAs, multi-family offices and insurance and accountingfirms that serve the affluent, this B2B audience is unique toWorth. The 50 wealth advisory firms that utilize Worth as asales and marketing partner manage over 68 billion in assetsfrom some of the wealthiest people in the world.BY THE NUMBERSME S T I M AT E D AV E R A G E N E T W O R T H O F T H EC O N S U M E R W O R T H R E A C H E S AT F B O S **Russ Alan Prince AssociatesWORTH.COMNUMBER OF YEARS SINCE WORTHWA S L A U N C H E D I N 1 9 9 2 50 200N U M B E R O F W E A LT H A D V I S O R YF I R M S T H AT W O R K W I T H WORTHMINIMUM AUM OF THE 5,000 FIRMST H AT R E C E I V E WORTHMW O R T H G R O U P 2 0 1 6 M E D I A K I T 05EVENTS89 23 W E A LT H A D V I S O R SWorth engages a sophisticated and affluent consumer audiencecomprised of 120,000 HNW individuals and households that weidentify as the most desirable for brands that serve the affluent.Consisting of print, digital, broadcast and in-person events, Worth’schannels for this B2C audience are highly targeted and effective.The HNW consumers that we select to receive Worth magazine havea minimum net worth of 5 million.68D I G I TA LMILLION BILLION WEALTH ADVISORSPRINT 5HIGH NET WORTH INDIVIDUALSWORTH GROUPWorth engages the country's most highlyconcentrated affluent audience.
THE WORTH AUDIENCEWORTH GROUPWorth offers multiple platformsthat speak to a highly affluent andinfluential audience.PRINTSUMMITSWorth magazine is the definitive resourceon entrepreneurship, finance and lifestylefor a sophisticated audience.Worth’s digital platform features the highestquality content from the most authoritativefigures and an active social media presence.Worth’s signature Summits convene wealthadvisors and invited guests for educational,networking and social experiences.CONVERSATIONS WITH WORTHWEALTH ADVISORSPRIVATE AIRPORTSWorth’s relationships with wealthadvisors—important firms and thethousands of wealthy clients who trustthem—provide opportunities for bespokeevents throughout the country.Worth’s proprietary media network ofthe 250 leading FBOs in America isthe most narrowly targeted marketingopportunity to the single wealthiest groupin the country—those who fly privately.W E A LT H A D V I S O R SDIGITAL AND SOCIALD I G I TA LPRINTWORTH.COMW O R T H G R O U P 2 0 1 6 M E D I A K I T 06EVENTSWorth’s national salon series providesunrivaled opportunities for meaningfulin-person engagement with highlytargeted and qualified consumers.
P R I N T P L AT F O R MWORTH GROUPWorth magazine is an award-winningprint publication distributed six times peryear to the most sophisticated, affluentaudience in America.PRINTD I G I TA LAWARDWINNINGW E A LT H A D V I S O R SMAGAZINE18 95N E W S S TA N D P R I C E — T H EMOST EXPENSIVEP U B L I C AT I O N I N A M E R I C AEVENTSWORTH.COMW O R T H G R O U P 2 0 1 6 M E D I A K I T 07
EDITORIAL CONTENT250WORTH GROUPThe people that Worth writes about—and for—areimportant. These are the individuals who createjobs, build organizations, set and enforce policy,drive philanthropy, support communities andgenerate ideas that impact the future.N U M B E R O F P R I VAT EAIRPORTS WHERE WORTHIS DISTRIBUTEDB PA - A U D I T E D C I R C U L AT I O NOF WORTH MAGAZINEMMINIMUM ASSETS UNDER MANAGEMENTOF 5,000 FIRMS THAT RECEIVE WORTHWORTH.COMW O R T H G R O U P 2 0 1 6 M E D I A K I T 08EVENTS200 W E A LT H A D V I S O R S125KD I G I TA L– O M A R J O H N S O N , C M O , B E A T S B Y D R . D R EPRINT“ Print is not dead.Print gives credibility,gravitas and longevity.”
3 6 0 D E G R E E S O F W E A LT HPRINT Passion InvestmentsWORTH GROUPOrganized into three editorial areas to addressthe needs of our readers—work, finance and life—Worth produces content of the highest caliber witha rigorous editorial perspective.WorkC R E A T E W E A LT H Wealth Creation Luxury Products& Services EntrepreneurshipD I G I TA L Travel & Real Estate Health & Wellness Family Life Wealth Education PhilanthropyE N J O Y W E A LT HW E A LT H A D V I S O R SLifeFinanceM A N A G E W E A LT H Investments Asset Allocation Wealth Preservation Asset ProtectionEVENTSWORTH.COMW O R T H G R O U P 2 0 1 6 M E D I A K I T 09
2016 EDITORIAL CALENDARWORTH GROUPFrom the world of sports to new centers of influence, no magazine morefully addresses the shifting drivers of wealth in America as well as theprincipal concerns and issues facing affluent families and their JANUARYInsideSportsThe Roadto SecurityDestinationsNewAmericaThe Power100ExcellenceIssueThe world of sports isa global obsession, butsome of its most fascinating stories take placeoff the field and outsidethe arena. Worth looksat the entrepreneurswho are challenging ourconcept of sports; theincreasing financial acumen and deal-making ofathletes; and new waysfor weekend warriors topursue their passions.From cyber theft tokidnapping, art forgeryto blackmail, Worth’sreaders face distinctand urgent challengesprotecting themselves,their families, their businesses and their possessions. Worth providestangible resources andactionable strategies tohelp readers understandthe threats—and findsecurity.In an age of unprecedented global wealth,the United Statesremains the world's landof opportunity. FromNorthern California toGreater Manhattan,South Florida to HarvardYard, Worth examineshow the influx of globalwealth is changingAmerica—and shapingour future.A year in the making,Worth’s 7th annual Power 100 issue features ourdefinitive list of the mostpowerful people in globalfinance. Both thoughtfuland thought-provoking,Worth’s flagship issuewill inspire discussionand debate on themen and women whoinfluence lives, shapeopinions and bend thearc of history.Worth looks at the yearin entrepreneurship,wealth managementand luxury by focusingon excellence. Worthhighlights the mostcompelling ideas,exciting innovations andextraordinary productsand services. But most ofall, this issue celebratesthe men and womenwho've changed theircommunities—and theworld—for the better.AD CLOSE:AD CLOSE:AD CLOSE:AD CLOSE:AD CLOSE:AD CLOSE:December 29, 2015February 25, 2016April 20, 2016June 22, 2016August 24, 2016October 12, 2016MATERIALS DUE:MATERIALS DUE:MATERIALS DUE:MATERIALS DUE:MATERIALS DUE:MATERIALS DUE:January 21, 2016March 10, 2016May 4, 2016July 7, 2016September 8, 2016October 26, 2016ON SALE:ON SALE:ON SALE:ON SALE:ON SALE:ON SALE:March 1, 2016April 19, 2016June 14, 2016August 16, 2016October 18, 2016December 7, 2016Across the U.S. bothlarge and small citiesare producing gamechanging innovations,companies, solutionsand wealth. Worthexplores the secrets ofthese success stories– and the investment,travel, wellness andentertainmentopportunities ofAmerica’s mostenterprising cities.W E A LT H A D V I S O R SJ U N E - J U LYD I G I TA LAPRIL-MAYPRINTFEBRUARY-MARCHEVENTSWORTH.COMW O R T H G R O U P 2 0 1 6 M E D I A K I T 10
ADVERTISING SPECSFile RequirementsSize RequirementsWe only accept HIGH RESOLUTION, CMYK PDFs.All PDFs must meet PDF/X-1A standards at 300 dpi.SINGLE PAGE DIMENSIONSSPREADS: For two-page spread ads, pleasecreate your PDF as SPREADS, not single pages.Bleed area must be.125 inches beyond trimTWO-PAGE SPREAD DIMENSIONSTRIM SIZEBLEED SIZELIVE AREATEXT AREA15.75” x 10.5”16” x 10.75”7.375” x 10” (Keep all text within this area)TEXT AREATEXT AREA MARGINSTOP.25”BOTTOM.25”SIDES.25”Bleed area must be.125 inches beyond trimW E A LT H A D V I S O R SFONTS: All fonts must be fully embedded (nosubsets) in the PDF file.TEXT AREA MARGINSTOP.25”BOTTOM.25”SIDES.25”D I G I TA LCOLOR: All files must use CMYK processcolors. This includes all images, fonts andgraphics. We do not accept RGB files or SPOTcolors.TEXT AREA7.875” x 10.5”8.125” x 10.75”7.375” x 10” (Keep all text within this area)PRINTIMAGES: High-res images (including logos)must be a minimum of 300 DPI AT FINAL SIZE(PLACED IN LAYOUT). Do not resample a filelarger than its original size. Make sure allimages are linked before creating PDF files.TRIM SIZEBLEED SIZELIVE AREAWORTH GROUPPlease have your ad designer review the following guidelines prior to sending your ad. Any materialssubmitted must be clearly labeled with your company’s name. DO NOT E-MAIL YOUR FILE. Pleasesee information on our new Ad Portal in the UPLOADING AD FILES section at the bottom of the page.Uploading Ad FilesWORTH.COMQUESTIONS CONCERNING ADSContact Emily Bodkin, Sales AssistantEmail: ebodkin@worth.com Tel: 917.934.2983W O R T H G R O U P 2 0 1 6 M E D I A K I T 11EVENTSAll ads must be submitted through the Ad Portal.Create an account and upload your final pdfs to:http://www.adshuttle.com/sandow
DEMOGRAPHICS & DISTRIBUTION100%Net Worth 5 million*MaleFemale60% 40%Own Multiple HomesFAIRFIELD COUNTY, CTHome Value 1 Million DELAWAREVALLEY90% 97% 100%C-Suite/Management/Business OwnersInvestable Assets 250K FLORIDADALLASHOUSTONCharitable Giving/Philanthropy**BPA-AuditedPower Spenders**** Households aged 30 - 65.** I ndividual has been identified as donating a minimumof 5,000 anually to charity.Rate BaseSource: Worth magazine subscriber file, analyzed by Wealth Window.*** T hese individuals have significantly more liquidity tospend on nonessential goods and services than 90% of allU.S. households.W O R T H G R O U P 2 0 1 6 M E D I A K I T 00%100%95%95%W E A LT H A D V I S O R SSavvy InvestorsLOS ANGELES/ORANGE COUNTYHome Value 500K D I G I TA LCHICAGOGREATERMANHATTANHome Value 750K PRINT25%BOSTONSAN FRANCISCOWORTH GROUPWorth magazine is delivered to a proprietary database of125,000 high net worth individuals and wealth advisors in10 major U.S. markets. Worth households aged 30 – 65 have aminimum net worth of 5 million; Worth households aged25 – 29 have a minimum net worth of 2 million.
F B O ( P R I VAT E AV I AT I O N ) N E T W O R KSponsors may wrap,bellyband or sticker issuesof Worth at select FBOs.PRINTWorth’s distribution network in 250 private airportsprovides unprecedented opportunities to connectwith private travelers whose average net worth is anestimated 89 million.** Russ Alan Prince Associates lacing catalogsPor specificpromotional piecesWORTH GROUPWorth’s FBO distribution network provides exposurefor Worth magazine 365 days per year and is aplatform for highly targeted brand promotions orcustomized campaigns.Communicatingkey messageswith integratedsignageD I G I TA LW E A LT H A D V I S O R SWORTH.COM Brand partners have included SaksFifth Avenue, Gulfstream, RalphLauren, Beretta and St. RegisEVENTS Worth’s FBO platform is THE ONLYONE of its type in the countryW O R T H G R O U P 2 0 1 6 M E D I A K I T 13
D I G I TA L P L AT F O R MWORTH GROUPIn an era of exponentially increasing online contentof questionable quality, Worth’s digital offeringsfeature the highest caliber content relevant to anaffluent and sophisticated audience.PRINTD I G I TA LW E A LT H A D V I S O R SWORTH.COMEVENTSENGAGING ANDTRUSTED DIGITALCONTENTW O R T H G R O U P 2 0 1 6 M E D I A K I T 14
D I G I TA L E N G A G E M E N TWORTH GROUPWorth’s digital platform, newsletters and social channels engage ahighly desirable audience through trusted content created by Wortheditors and expert contributors.PRINTD I G I TA LNEWSLETTERSOCIAL MEDIAWorth’s digital platform is the online home forsophisticated consumers who value high quality,authoritative content relevant to their lives.Worth.com features opinion pieces of record andserves as a primary source for thought leaders andother journalists.Worth publishes two newsletters that reach highlytargeted, self-selected affluent consumers. Targetednewsletters are published weekly with editorialcontent mirroring Worth magazine and worth.com.Sponsored newsletters are 100 percent customizedwith content branded by advertisers.Worth is active in select social media channels.Integration with Worth’s social media effortscomplements other digital, print, in-person orrelationship-marketing campaigns. It providesbrand association in organic and authentic ways.Engagement opportunities include:Engagement opportunities include:Engagement opportunities include: Display advertisingHigh-impact ad unitsImmersive campaignsSponsored content (native advertising) Earned media efforts and campaignsEngagement with influencersImage inclusion related toWorth events Rich media units Production of assets featuring advertiserWORTH.COMWorth newsletters can be targeted geographically,demographically or thematically.Worth’s social channels can be activatedto support a comprehensive and integratedrelationship.W O R T H G R O U P 2 0 1 6 M E D I A K I T 15EVENTSWorth’s digital content is selectively syndicated toother online and broadcast channels.Display advertisingSpecial offersSponsored content (native advertising)Video engagementContent written collaboratively with WorthW E A LT H A D V I S O R SWORTH.COM
D I G I TA L N E W S L E T T E RWORTH GROUPWorth NewslettersTARGETED NEWSLETTERSTargeted newsletters are distributed weekly to a highlytargeted, self-selected and affluent audience base. The editorialcontent directly mirrors the Worth magazine and Worth.com"Work, Finance, Life" content structure, containing a mix ofsophisticated evergreen and timely stories.PRINTTargeted newsletters include the following: Worth editorial content relevant to Work, Finance and Life100 percent SOVNative advertising: 500 x 150Native advertising: 200 x 200D I G I TA LSPONSORED NEWSLETTERSN ATIVE A DVE RTIS IN G500 x 150W E A LT H A D V I S O R SSponsored newsletters are sent to the affluent communityof Worth readers who have come to trust and respect thebrands that Worth engages.Sponsored newsletters include the following: 100 percent sponsored content, branded by advertiserPersonalization, by recipient nameEffective advertorial text written collaboratively by Worthmarketing team and advertiserAdvertiser logo, images and advertorial text to run in theWorth-designed templateN ATIVEA DVE RTIS IN G200 x 200EVENTSWORTH.COMW O R T H G R O U P 2 0 1 6 M E D I A K I T 16
W E A LT H A D V I S O R SWORTH GROUPWorth functions as a sales and marketing partner for some of thecountry’s most respected wealth and insurance advisor firms. Thisincludes bridging our advisor partners with leading luxury brands tocreate unique and dynamic events relevant to mutually importantclients and prospects. Illustrative firms include:SIGNATURE ESTATE &INVESTMENT ADVISORSJEFFREY GERSONOF THE FORBES 400ARE INSURED BY AIGTOTAL ASSETSMANAGEDTOTAL ASSETSMANAGEDWorld’s leadinginsurer of collectiblecars, art and boatsPrivate client group tailoredto clients with 5 millon inassets at minimumLargest client has a networth of 100 million“WORTH IS DIRECTLYRESPONSIBLE FORMANY OF OUR MOSTIMPORTANT CLIENTS.”“WORTH HAS BEENGREAT IN OUR INDIVIDUALADVISOR AND COMPANYCAMPAIGNS.”“WORTH HAS BUILTCREDIBILITY AMONGSTOUR CLIENTS AND IN NEWRELATIONSHIPS.”AIGMORGAN STANLEYW E A LT H A D V I S O R SEVENTSW O R T H G R O U P 2 0 1 6 M E D I A K I T 17D I G I TA L43% 5B 1.3BWORTH.COMPRINTPRIVATE WEALTH INSURANCE GROUP
W O R T H L E A D I N G W E A LT H A D V I S O R S P R O G R A MAnnual Program Benefits ustom two-page Worth profile in six issuesC(regional edition)Complete profile on www.worth.comThe Worth Leading Wealth Advisors Program is an integrated marketing platform—and avetted venue—for top wealth, legal and insurance advisors nationwide. The service includesan in-book section designed to introduce some of the country’s leading experts to Worthreaders and to provide sound guidance on how to maximize advisor relationships.WORTH GROUPThe Worth Leading Wealth Advisors Program isan exclusive marketing platform for top vettedadvisors in key markets.Custom illustrationL isting in the Worth Leading Wealth Advisors National DirectorySix e-prints (pdfs of your profile)PRINT1 ,000 reprints (4-page, 4/c hard copies ofyour profile)One foam-core laminate display orth annual gift subscriptions (6 issues) forW100 VIP clients—a 9,900 valueD I G I TA L 20 bulk issues (120 per year)Admission ProcessWORTH.COMW O R T H G R O U P 2 0 1 6 M E D I A K I T 18EVENTSFor more information, please contact your regional salesdirector or email leadingwealthadvisors@worth.com.W E A LT H A D V I S O R SAdvisors who apply for admission into the programare vetted by the Worth Leading Wealth Advisorsteam and experts at Paladin Advisor Research, ledby founder Jack Waymire. In order to be considered,financial professionals must provide completeand full disclosure so that independent PaladinAdvisor Research analysts can thoroughly screenand evaluate their credentials, ethics and businesspractices. Once admitted, advisors pay a fee to helpunderwrite program costs.
WORTH SUMMITSWORTH GROUPComprised of a social component—appropriately termed ‘‘play’’—andan educational component—termed ‘‘think’’—Worth’s four annualSummits provide opportunities to educate and engage a highly targetedaudience of wealth advisors and affluent consumers through contentintegration, product exposure and brand activations.2016 WORTH SUMMITSJUNE SAN FRANCISCOSEPTEMBER BOSTONOCTOBER GREENWICHInside SportsRoad to SecurityNew AmericaThe Power 100PRINTMARCH NEW YORK CITYD I G I TA LTHINKPLAYWORTH.COMTHINKTHINKHow is America’s role as a safehaven for new global wealth anda draw for wealthy immigrantsworldwide changing the country?Worth’s New America Summitwill discuss this fascinatingquestion from the perspectives ofentrepreneurship, wealth management and lifestyle.PLAYPLAYWho’s up and who’s down inglobal finance, and how will itaffect high net worth individualsand the global economy? Worth’sPower 100 Summit will examinetrends in global finance and wealth,including first-hand testimonyand insight from members of thePower 100. For anyone engagedwith high-level finance, this is amust-attend event.What do we really mean whenwe talk about safety and security?Most of the time, it’s family. Thisevent will bring together high networth readers, wealth advisors andtheir loved ones to celebrate thepeople we cherish most.Worth’s New America issuefocuses on how America blendsheritage with non-stop renewal—something powerfully representedby the city of Boston. This eventwill bring together the old and thenew in a celebration of an autumnclassic: Fenway Park.PLAYWorth’s second annual Power100 Poker Invitational will bringtogether wealth advisors and ultrahigh net worth participants for acompetitive but casual night ofpoker, prizes and philanthropy.W O R T H G R O U P 2 0 1 6 M E D I A K I T 19EVENTSBringing together readers, athletesand wealth advisors, Worth willhost a spirited evening event thatfacilitates an atmosphere of engaged and relaxed interaction.THINKFrom invasions of privacy tofinancial fraud to forgery andkidnapping, Worth readers facedistinct and disturbing threats.Worth’s Road to Security Summitwill connect attendees with highlyrespected experts from the security community, addressing issuesof timely and vital importance.W E A LT H A D V I S O R SBig drama, big personalities, bigmoney—sports has all of theabove, and so will Worth's InsideSports Summit. Through musthear speakers, top-level panels,networking opportunities andluxury offerings. The Summit willoffer attendees valuable information on financial opportunities insports for investors, advisors andathletes.
C O N V E R S AT I O N S W I T H W O R T HWORTH GROUPConversations with Worth is a nationwide platformfor invited brands to link directly with wealthadvisors and their important clients.Held monthly for 12 – 24 guests, the event is an evening of exceptionalconversation, cocktails and cuisine, featuring a lightly moderated discussionamong a member of the Worth editorial staff or leadership team, one or morewealth advisors and their clients, and an invited expert.PRINTBOSTONNEW YORKSAN FRANCISCOD I G I TA LCHICAGOPHILADELPHIALOS ANGELESHOUSTONDALLASW E A LT H A D V I S O R SMIAMICONFIRMED CONVERSATIONS WTIH WORTH SPEAKERSKen Burns, Documentarian Dr. Mohamed El-Erian, Chief Economic Advisor, ALLIANZSPEAKERS AND ATTENDEES AT OTHER WORTH EVENTSWORTH.COMEVENTSLeon Cooperman, Chairman and CEO, OMEGA ADVISORS ( 11B AUM) Joe Calabrese,CEO, GELLER FAMILY OFFICE SERVICES ( 2.1B AUM) Ilka Gregory, Principal,BESSEMER TRUST ( 105B AUM) Carol Pepper, CEO, PEPPER INTERNATIONAL(“One of the 50 Most Powerful Women in Private Wealth”) Angie Sabel, ManagingDirector, ABBOT DOWNING (Wells Fargo ultra-high net worth clients with 38B AUM)W O R T H G R O U P 2 0 1 6 M E D I A K I T 20
worth(wûrth)n.The quality that commands esteem or respect;merit; excellence; the quality that renderssomething desirable, useful, or valuable.WORTH GROUPEXCELLENCE. AUTHORITY. CREATIVITY. CONNECTIVITY.1271 AVENUE OF THE AMERICAS, FLOOR 17, NEW YORK NY 10020 917-934-2800 WORTH.COM @WORTHMAG
NET WORTH TOTAL ASSETS UNDER MANAGEMENT 200 M MINIMUM AUM OF THE 5,000 FIRMS NUMBER OF WEALTH ADVISORY THAT RECEIVE WORTH 50 FIRMS THAT WORK WITH WORTH 23 . 360 DEGREES OF WEALTH Life Work Finance CREATE WEALTH ENJOY WEALTH MANAGE WEALTH Investments Asset Allocation Wealth Preservation
