www.altaviewfinancial.com a new perspective to investing
TRANSCRIPT
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GREATER STABILITY BETTER RESULTS
A New Perspective to investing
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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.
A New Perspective to investing
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THE ISSUES YOU’RE DEALING WITH
A New Perspective to investing
A New Perspective to investing
Tremendous Volitility Global conflict Capital Markets Implosions Greatest wealth destruction event in the history
of mankind
The last decade
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WE’VE BEEN SAVING FOR YEARS,
BUT WITH NO GROWTH!
The Problem…..
A New Perspective to investing
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The Market is Moving Sideways
A New Perspective to investing
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A New Perspective to investing
Why is it not working…
CAN’T DIVERSIFYING IN BONDS, PREFERRED SHARES, AND REIT’S HELP?
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A New Perspective to investing
Timing timing timing
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A New Perspective to investing
Not all Real Estate is created equal…
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A New Perspective to investing
ARE ALL OF YOUR BASKETS…
IN THE SAME BASKET?
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A New Perspective to investing
What is the “Smart” Money Going
WHAT CAN WE DO TO ACHIEVE GROWTH
AND DIVERSIFY OUR PORTFOLIOS?
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A New Perspective to investing
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…
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The Difference…
A New Perspective to investing
Equity / Bond MixYale - Alternatives
Focused
10-Year Annualized Return 4.3% 10.3%
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A New Perspective to investing
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?
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A New Perspective to investing
Why Haven’t we Invested in Alternative Assets?
DIDN’T KNOW
OFTEN LARGE CAPITAL REQUIREMENTS
GENERALLY NOT OFFERED THROUGH MAIN INVESTMENT CHANNELS