Www.altaviewfinancial.com A New Perspective to investing.

www.altaviewfinancial.com

GREATER STABILITY BETTER RESULTS

A New Perspective to investing


Disclosure: This document shall not constitute as an offer to sell securities or the solicitation of an offer to buy securities of the Company in any jurisdiction. Matters discussed in this document contain forward-looking statements that are subject to certain risks and uncertainties that could cause actual results to differ materially from any future results, performance or achievements expressed or implied by such statements. Statements that are not historical facts, including statements that are preceded by, followed by, or that include such words as “estimate,” “anticipate,” “believe,” “plan”, “intend”, “expect”, “may” or “should” or similar statements are forward-looking statements. Any investment must be made pursuant to all appropriate legal contracts, agreements and, where required, an offering memorandum. Interested persons are invited to obtain a copy of the offering memorandum. Only a licensed representative is permitted to forward a sale.



THE ISSUES YOU’RE DEALING WITH



Tremendous Volitility Global conflict Capital Markets Implosions Greatest wealth destruction event in the history

of mankind

The last decade


WE’VE BEEN SAVING FOR YEARS,

BUT WITH NO GROWTH!

The Problem…..



The Market is Moving Sideways




Why is it not working…

CAN’T DIVERSIFYING IN BONDS, PREFERRED SHARES, AND REIT’S HELP?



Timing timing timing



Not all Real Estate is created equal…



ARE ALL OF YOUR BASKETS…

IN THE SAME BASKET?



What is the “Smart” Money Going

WHAT CAN WE DO TO ACHIEVE GROWTH

AND DIVERSIFY OUR PORTFOLIOS?



Where is the Smart Money going?

PSP HOOPP Ontario Teachers

Yale Harvard

Stanford

BEIMC CPP Average

Equities 48.98% 29.00% 33.40% 17.30%

33.00% 37.00% 42.50% 43.10% 35.54%

Fixed Income

15.00% 54.30% 14.40% 4.00% 13.00% 10.00% 29.70% 34.50% 21.86%

Private Equity

11.73% 4.80% 10.70% 24.30%

13.00% 12.00% 3.90% 12.60% 11.62%

Real Assets

20.17% 10.80% 49.00% 32.00%

23.00% 23.00% 16.80% 10.10% 23.11%

Absolute Returns

0.00% 0.00% 9.00% 24.30%

16.00% 18.00% 0.60% -0.30% 8.45%

Cash 4.12% 1.10% -16.50% -1.90% 2.00% 0.00% 6.50% 0.00% -0.58%

Total 100% 100% 100% 100% 100% 100% 100% 100% 100%

On average these portfolio’s hold 40% Alternative Assets…


The Difference…


Equity / Bond MixYale - Alternatives

Focused

10-Year Annualized Return 4.3% 10.3%



CAPITAL INVESTMENTS THAT ARE NOT ATTRIBUTABLE TO THE TRADITIONAL ASSET CLASSES SUCH AS EQUITIES, BONDS AND MONEY MARKET PRODUCTS.

THEY SHOW LITTLE CORRELATION WITH THE EQUITY AND BOND MARKETS AND ARE THEREFORE IDEALLY SUITED AS A PORTFOLIO DIVERSIFICATION

What are Alternative Investments?



Why Haven’t we Invested in Alternative Assets?

DIDN’T KNOW

OFTEN LARGE CAPITAL REQUIREMENTS

GENERALLY NOT OFFERED THROUGH MAIN INVESTMENT CHANNELS

Www.altaviewfinancial.com A New Perspective to investing.

Documents

Transcript of Www.altaviewfinancial.com A New Perspective to investing.