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www.InstitutionalAnalyst.com

BACKGROUND & HISTORY

Institutional Analyst Inc. was founded in 1993 under the name Perry & Company and based in Beverly Hills, CA. Since that time the shares of its publicly traded clients, have had an accumulated valuation increase in excess of $4 billion. This is from initiation of coverage in research reports that we both publish and distribute, to subsequent peak valuation. We now operate 12 industry specific websites with newsletters and 16 industry specific magazines. Recently we launched the Institutional Analyst TV Network (IATN) featuring 11 industry specific channels, to host Interviews with industry Executive leaders. Since our founding in 1995, Institutional Analyst Inc. has had 16 client companies, whose shares have each individually increased in value, in excess of $100 million.

Large Value Gainers

Aim-Smart Internet - ISP $242 million 1997

Cellular Biomedicine Biotech / Stem Cell $323 million 2015

China Voice Internet / VOIP $171 million 2006

Circle Group Holdings Incubator $315 million 2003

Cross Media Marketing Internet - Advertising $183 million 2000

Crowd Gather Internet – Social Media $100 million 2010

Dynamic Web Internet – B2B $570 million 1997

Kushner-Locke Entertainment - Movies $238 million 1995

Max Sound Entertainment – Audio Software $200 million 2012

Paid Inc Entertainment - Portal $126 million 2005

Raptor Technology Internet – Data Storage $108 million 2005

Roaming Messenger Internet - Messaging $474 million 2003

SLS Loudspeakers Entertainment - Hardware $152 million 2003

USA Technology Technology – Payment Solutions $140 million 2002

Vertex Energy Alternative Energy / Special Situation $262 million 2012

XsunX Alternative Energy - Solar $439 million 2006


On a percentage basis amongst our 70 past clients, 48 eight doubled in value and 8 have increased by over 10-fold in value. Most investment managers, investment professionals and/or investors consider themselves fortunate to have had even one stock go up 10 fold in their career. We’ve had 8, a track record, which we believe is unmatched. TRACK RECORD (70 CLIENTS): 200% Gain: 44 300% Gain: 28 500% Gain: 18 1000% Gain: 8 Less than a double: 14, with average gain of 46% Losers: 10 (85% success rate)

Large Percentage Gainers

Accurexa Stem Cell 11x 2015

Aim-Smart Internet - Retail 17x 1996

Circle Group Holdings Incubator 60x 2003

Dynamic Imaging Entertainment 7x 1997

Dynamic Web Internet - B2B 8x 1997

Flux Power Alternative Energy 9x 2013

Kushner-Locke Entertainment - Movies 7x 1995

Lime Light Media Entertainment - Advertising 7x 2003

Media-X Entertainment – Retail Music 9x 1998

Olfactory Biosciences Biotech 8x 1996

Raptor Technology Internet - Data Storage 9x 2008

Stock Web Holdings Internet – Financial Portal 10x 2006

SLS Loudspeakers Entertainment - Hardware 20x 2003

Vertex Energy Alternative Energy – Special Situation 22x 2012

Viral Genetics Biotech 4.7x 2005

Viral Genetics Biotech 12x 2009

XSunX Alternative Energy - Solar 26x 2006

* Bold represents 10 fold-gain.

We align ourselves with both management and shareholders, by seeking to have 90% of our retainer in the form of restricted common stock from our client companies. Quite simply the better our clients do, the better our subscribers do and then the better we do.


The key to our success has been and will continue to be attributed to our excellent and timely selection of our clients, which outperform Wall Street. This has enabled us to limit our client base to 3-5 clients per year, whereas competing Wall Street firms may have a client roster of 50 or more clients per year - and yet generate significantly less revenue than we do. As an example of a “valuation increase,” in 1995 we began working with the Kushner Locke Company, a NASDAQ listed Entertainment Company. Operating under the newsletter banner Hollywood Stock Review, the shares of Kushner Locke increased from $3 per share at the time coverage was initiated, to a subsequent peak of $21, three years later. With 13 million shares issued and outstanding, the “value increase” equated to $230 million. The Hollywood Stock Review was a hard-copy research publication, which covered a variety of Hollywood Entertainment companies and was read primarily by investors, who had an interest in the Entertainment Industry. In 1995 our Research reports were distributed using traditional mail and additionally marketed via traditional print advertising in publications such as Investor’s Business Daily and trade publications such as the Hollywood Reporter. Reports were also mailed directly to registered stockbrokers using rented subscriber lists. In 1996 we launched a similarly distributed research service called the Restaurant Stock Review. In 1997 we launched the Internet Stock Review, which to this date, remains our flagship publication. This also marked the start of our practice of issuing industry related newsletters and websites, to provide coverage for our clients - which we have successfully employed ever since. In 1999 we operated under the name of the Internet PR Group, to reflect our growing reliance on the Internet for distribution of our three newsletters and research reports at the time – the Hollywood, Restaurant and Internet Stock Reviews. Shortly thereafter, we became known as one of the most successful investment research providers covering the Internet industry on Wall Street and reached a subscriber base in excess of 30,000. Our subscriber base, as it does today comprises primarily of investors looking for mid-term to long-term gains, as opposed to day traders. If however a company is looking for short-term price and volume spikes, we can recommend numerous quality outside service providers. In 2000 we launched the Incubator Stock Review after our success in identifying CMGI, Internet Capital Group, M&A West and Rare Medium early within the Internet Stock Review, with our subscribers witnessing gains of 5,700% in CMGI and 1,988% in Rare Medium. Being year 2000, it was a short-lived project. It is important to note we have a genuine subscriber-readership base, as opposed to a spam or purchased list. Readership includes individual investors and a broad spectrum professional Investors including venture capitalists, independent investment managers, mutual funds and


hedge funds. Again, for the most part, our subscriber base is long term in nature, as opposed to traders. These same subscribers (including brokerage firms) have recommended many of our past clients - to work with us. In 2002 we launched the Biotech Stock Review, which has had enjoyed enormous success. Aided by our contacts in the underwriting community, they help us identify early stage development companies in very fast moving and volatile industry. Beginning in 2005 after a brief hiatus, we re-launched under our current name, Institutional Analyst Inc. and opened a Chicago office. In 2009 we opened an office in Port Jefferson, NY and our Florida office in 2011. After staying on the sidelines for most of 2008 due to market conditions, we issued our first broad based recommended list since 2002 and launched a Private Equity Stock Review, and a Special Situations Research division, which is unencumbered by industry classification – all in 2009 to take advantage of bear market valuations. Similar to the launch of the Incubator Stock Review in 2000, we decided to launch a Patent Stock Review in the fall of 2012, on the heels of two “fortunate” picks within the Internet Stock Review Watch List. Those picks were VirnetX Holdings (VHC), which traded from $6 to subsequent high of $42 and a billion dollar market valuation and Vringo (VRNG), which traded from $2 to $5.73. With those two picks, we had an instant audience for the patent monetization category. That site was officially launched and announced in a press release in February of 2013 and we quickly become the leading research firm in that space. In 2014 we launched the Alternative Energy Stock Review and the Beverage Stock Review. In 2015 we launched the Stem Cell Stock Review will be launching the Marijuana Stock Review. During 2014 we also launched 13 Industry specific magazines, using technology developed by Flip-Board, which is used millions of people every day, as an easy way to keep our subscribers abreast of industry news, without having to send an email. Websites, Newsletters / Magazines Alternative Energy Stock Review - 2011 Beverage Stock Review - 2014 The Biotech Stock Review - 2002 Hollywood Stock Review - 1995 Internet Stock Review - 1997 Marine Exploration Stock Review - 2013 Marijuana Stock Review 2015 National Stock Review - 2005 Patent Stock Review - 2012


Restaurant Stock Review - 1995 Special Situation Research – 2009 Stem Cell Stock Review - 2015 Private Equity Stock Review - 2009 13D Stock Review -2014 Television Network: Beverage Exec TV Biotech Exec TV Internet Exec TV Patent Exec TV Up & Comer TV

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