2015 CHARITY PARTNERSHIP Portfolios with Purpose (“PwP”) is a registered 501(c)(3) non-profit institution that hosts an annual stock selection competition in which participants compete on behalf of their favorite charities. OUR MISSION PwP unites the general public with some of the world’s most renowned investors in an effort to bring global awareness to impactful philanthropic causes. Why Partner with PwP? PwP believes the best way to build brand awareness and support charitable causes is through partnerships. PwP’s mission is to positively affect hundreds of charities worldwide through its competition platform. Our goal is to foster awareness of both large and emerging causes alike, and to connect people who value philanthropy and are passionate about making an impact. Through our partnerships, we are excited to promote your mission and contribute to the accomplishments of your charity’s end goal. Awards Event Charities will be showcased at our annual awards event. Past events have included James Dinan, and Leon Cooperman as a guest speakers, celebrating our winners, charities, and all of our contest sponsors. Business Development Gain visibility with investors, major industry thought leaders, and other hedge fund industry practitioners who support the competition. The 2014 Master Class Players Kyle Bass, Hayman Capital, Troops First Foundation Leon Cooperman, Omega Advisors, Damon Runyon Cancer Research Foundation James Dinan, York Capital, Museum of the City of New York David Einhorn, Greenlight Capital, Not In Our Town Joel Greenblatt, Gotham Capital, Success Academy Lee Hobson, Highside Capital, Dallas Fort Worth Chapter Teach for America Akiva Katz, 2012 Professional Class Winner, Bow Street Capital, Project Ore Steve Kuhn, Pine River Capital, Robin Hood Foundation Marc Lasry, Avenue Capital, Clinton Foundation Andy Nahas, 2013 Professional Class Winner, The Prospect Fund, St. John’s Home Rich Pzena, Pzena Investment, ECLC of New Jersey Doug Silverman, 2013 Master Class Winner, Senator Investment Group, The Jericho Project Reid Walker, Five T Investments, Capital for Kids OUR HISTORY How it Works Competition begins on the first trading day of the year and ends on the final trading day. There are three distinct contests – or “classes” in which players register: Master Class Invitation Only. Includes many of the world’s most renowned investors. $10,000 entry fee Professional Class Requires a minimum of two years investment experience. $1,000 entry fee Novice Class Open to general public. $100 entry fee Step 1: Choose A fantasy portfolio of five stocks – long or short, with a $1 billion minimum market capitalization. Step 2: Select A charity for which you will be competing. Step 3: Compete Throughout the contest year, standings are anonymous except those on the leaderboard of each class, mitigating reputational risk for participants. New to 2014: Trading! For an additional donation, players can trade stocks in their portfolios. Winners The top three portfolios in each class win money from the pool of entry fees for the charity of their choice. First Place: 60% Second Place: 30% Third Place: 10% Master Class Player Joel Greenblatt provided the initial funding that allowed PwP to run a test contest for 100 friends and family starting in January 2012, raising more than $25,000 for charity. Throughout 2012, the management team, website, PR and support for the organization were established. In January 2013 the first official contest opened to the public with 416 participants, including some of the finance industry’s most renowned investors, raising approximately $185,000 for charity. To date PwP has raised more than $450,000. The PwP Team Stacey Asher, Founder and CEO Joshua Williams, COO Chris Pascale, CFO Sameer Gupta, Business Development Paige Robertson, Business Development Nomy Kayala, Business Development Brian Moonan, Business Development Brett Waikart, Head of Recruiting Michelle Cassuto, Head of Marketing Jim Hiltner, Head of Charity Partnerships Thomas Cinquino, Charity Partnerships Gabrielle Guttman, Charity and Corporate Partnerships Brad Plunkett, Blog and Media Board of Directors Richard DellaRusso, Director at Credit Suisse Private Banking Alex Duran, Portfolio Manager at Permian Investment Partners Alex Ehrlich, Head of Global Prime Brokerage and Listed Derivatives at Morgan Stanley Rick Nardis, Deputy Chief Investment Officer, Alternative Investment Solutions at UBS Robert Sechan, Managing Director in UBS Private Wealth Management PwP Partners Alston & Bird LLP, Legal Services Cassuto Design, Graphic Design Connext Consulting, Business Development Deloitte, Contest Performance Audit The Fitch Group, Printer Jeff Thibodeau Photography Rothstein Kass, Audit Sard Verbinnen & Co., Public Relations Xignite, Market Data Provider PARTNERSHIP 100% of the money donated by the players is given to the winners’ charities.* Benefits of Partnership How to Partner •Chance for considerable contribution should a participant in the competition win on behalf of your charity • Inclusion on the list of partnership charities on PwP’s website • Inclusion on the list of pre-vetted and approved charities that participants can support • Opportunity to share your charity’s story on our blog and newsletter • Two free passes to all PwP events • Charity logo displayed on PwP website and linked to charity homepage •Ability to post PwP Partnership badge on your website and social media outlets to demonstrate our support of your cause • Social media: Supporters will be linked to your Facebook page, providing an easy marketing opportunity for your team 1.Contact our Charity Partnership Team 2.Someone from the PwP team will contact you with information to share with your supporters about your PwP partnership and the upcoming contest 3.Have your charity vetted and provided with a PwP stamp of approval email 4.Stay connected to your supporters throughout the year on the PwP website with the daily standings updates, monthly newsletter and annual events CONTACT US Portfolios with Purpose 295 Madison Avenue, 34th floor New York, New York 10017 1-855-JOIN-PWP 1-855-564-6797 Jim Hiltner Head of Charity Relations [email protected] *net of credit card processing fees