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Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
Emanuel Arruda - Core Values & Capital Value
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Emanuel Arruda - Core Values & Capital Value

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  • 1. Everyone has equal value Learn. Earn. Live. Give.™ Member-Partnership Intergenerational Wealth™ Positive Interdependence Our CredoCore Values & OpportunityCapital Value 1
  • 2. Welcome!
  • 3. Emanuel ArrudaLEAGUE Financial Partners Co-Founder and Co-Chair
  • 4. Emanuel ArrudaLEAGUE Financial Partners Co-Founder and Co-Chair
  • 5. Zero to$1,250,000,000 in 6 years.
  • 6. Zero to$1,250,000,000 in 6 years. How??
  • 7. ...by turning core values into capital value.
  • 8. It began with an ending... Razing the house to build a cathedral.
  • 9. It began with an ending...
  • 10. It began with an ending...
  • 11. It began with an ending...
  • 12. It began with an ending...
  • 13. It began with an ending...
  • 14. The power of partnershipAlignment of values and interests Opportunity knocks.
  • 15. Meet our Sales DepartmentThe Blue Book of Real Estate Syndication A filter, not a dragnet.
  • 16. Meet our Sales DepartmentThe Blue Book of Real Estate Syndication A filter, not a dragnet.
  • 17. Our CredoThe core values and guiding principles through which we fulfill our purpose
  • 18. Our CredoThe core values and guiding principles through which we fulfill our purpose Investments & Services Member-Partnership Means Friendship Information & Communication of creating 11. WE BELIEV E that Member-Partnership and friendship with our 6. WE BELIEV E that investments in real estate are the surest means brings incalculable rewards to all. Thus, we will continually investors 16. WE BELIEV E that as leaders in the investment community we Intergenerational Wealth™, and that the safest and most reliable means of invite new friends to must operate become members with us in LEAGUE, and partner with them, our business affairs with transparency, and in the light of like-minded Member- accurate knowledge. achieving this goal is through syndicated investments with such that our motives We will continually strive to keep our Member-Partners are always aligned. United by this philosophy of positive Partners. Therefore, we will continually provide opportunities for Member- interdependence, we will that affect the value of their investment, and do so in a informed of all matters red to maximize and reach ever-greater goals, confident that we share the same manner that is clear, fair, Partnership within a comprehensive framework structu concerns, interests, and truthful, timely, and complete. generations. aspirations. protect family wealth through succeeding t goals, we 12. WE BELIEV E that with each investment we initiate and each new 17. WE BELIEV E that along with a foundation of unshakable trust, 7. WE BELIEV E that, for our Member-Partners to reach their highes Partner we help to achieve Intergenerational Wealth™, we Member- Partnerships require ongoing up-to-date information and strong Member- third-party consultants education. To assist our must offer them the advice and services of in-house and add strength to the The Core Values, Guiding Principles, and Ethical Standards of the highest calibre. Respected professionals, equipped with special knowledge fabric of our free society. Through such proliferation of endurin g familial wealth Member-Partners in reaching their goals, we will continu ally develop, provide, and recommend materials, systems, and services that will help & Practices Through Which We Will Fulfil Our Purpose our Member-Partners with specific solutions to their — of values, traditions and capital — society as a whole them understand and and experience, will provide may be improved as future differentiate among the investment opportunities availab te integrity. generations of our families are afforded the freedom to le to them. individual needs promptly, objectively, and with comple devote their time and unique talents to vocations or pursuits that they enjoy, provide d. personal fulfilment, 18. WE BELIEV E that informed Member-Partners can be relied upon 8. WE BELIEV E that every investment project we initiate must succee and through which they may contribute to the betterment of humanity; and finally, investment decisions quickly and independently when they to make their Accordingly, we will not engage in any activities that lie outside the competence of take it upon themselves to purposefully train up their childre are presented with all Performance & Leadership our acquisition and management teams, nor will we begin acquisition procedures do the same. n and grandchildren to the necessary facts. To that end, we will present all our investm factually and plainly. In this light, Member-Partners can ent opportunities to it in all our te, acquire, and continuously weigh for themselves the 1. WE BELIEV E in the primacy of the ‘golden rule’ and will adhere until we are fully confident in our abilities to negotia 13. WE BELIEV E that investing together with a harmonious group merits of each investment. pursuits. In all our intentions and activities we espouse this tenet: We will do for manage the property profitably. of experts and friends makes our investments all the more stable, secure, others as we would have them do for us. and, just as importantly, is no place for 9. WE BELIEV E that, in the sphere of professional investing, there enjoyable. Thus, we shall reserve the right to select, accept and retain only like- Conscientious Investing followers. We many Member-Partners who 2. WE BELIEV E that in all things we must be the leaders and not the guessing. Ever mindful of our fiduciary duty to our minded, like-tempered, and well-reputed individuals into our group, whose 19. WE BELIEV E that an honest profit must rest as comfortably on measured, continually evolving and worth to our care, we will will set the standard against which all others are have committed significantly large portions of their net characters and ideals harmonize with our own. We will do this with the aim of the conscience us. seeking to surpass our latest levels of accomplishment. To lead effectively, we must be never unduly risk losing either their invested capital or their confidence in constantly cultivating a harmonious environment in which to achieve, while avoiding as it does on the pocketbook. When bold, prudent, and above all, free from the fear of making an honest mistake. our distractions or interruptions to our ongoing business operati ons. When making our 20. WE BELIEV E that having a safe and pleasant place to live, work, mistakes are made we will acknowledge them openly, correct them immediately, and 10. WE BELIEV E that remuneration should be linked to results. Thus, selections we shall not discriminate against any person becaus shop and relax value we create in e of age, race, gender, is a form of wealth that no human being should be denied from the experience. remuneration will be linked to the increase in income and disability, religious or spiritual beliefs, familial status, or nationa . It is the very foundation look upon each as an opportunity to gain valuable lessons l origin. our investments, the resources we expend to acquire them, and the risk and of a vibrant, healthy society. Therefore, we will continually strive to make the and men of 14. WE BELIEV E that everyone has equal value, even if they don’t have properties under our care rate best in their class. It is our 3. WE BELIEV E that as leaders we must be right-thinking women responsibility we assume in managing them. equal wealth. improvements to the properties and thus enhance the lives aim to effect significant inviolable integrity and sound precepts. It is for every one of us to make absolutely and businesses of the rooted in the foremost 15. WE BELIEV E our membership is comprised of extraordinary individ clients that occupy them; the surrounding communities; sure that whatever we do, that our words and deeds are who are deserving of respect. We respect them foremost uals and the environment in our which these communities co-exist. precepts of ethics — even when we are our only witness. Let us always keep for the effort, care, and no offer nor promise that restraint it took to produce, accumulate and save their investm word: Let our yes be yes, let our no be no, and let us make their capital entrusted to our care, we will manage it with ent capital. Having 21. WE BELIEV E that there are certain tasks that no conscientious investor may lies outside our domain, or which we know we cannot fulfil. their behalf. exceptional ability on shirk. We will do our part to ensure that future generations inherit from us a world of trust. Any that is cleaner, safer and happier than the one we know 4. WE BELIEV E that our word is our bond; it must always be worthy now. To these ends, we will continually invest a portion of our time, our expertise only by telephone; one who person who does not keep his word, even though given and our capital in the wilfully misrepresents or improvement of the quality of human life by partnering seeks to evade a contract on some technicality; or who with select individuals and we will have nothing more organizations whose vision and values align with our own, outright lies, will not be tolerated, and once found out, whose financial motives and practices are sound. Through LEAGUE’s charitable founda to do with. tion, we will empower and encourage our Member-Partners to do the same. duty to protect 5. WE BELIEV E that it is our ethical obligation as well as our lawful vigorously defend our our interests and the investments we administer. We will we will concerns on behalf of all those who depend on us, and when doing so, retain the best-qualified professional counsel and legal representation required to guarantee a just result. 35 36 34 37
  • 19. Our Coat of ArmsThe iconic representation of Our Credo
  • 20. Our Success StrategiesThree Positively-Interdependent Principles:
  • 21. Our Success StrategiesThree Positively-Interdependent Principles:1.Give value first. • The Blue Book of Real Estate Syndication • The LEAGUE Integrity Guarantee
  • 22. Our Success StrategiesThree Positively-Interdependent Principles:1.Give value first. • The Blue Book of Real Estate Syndication • The LEAGUE Integrity Guarantee2. Partner with only the best of the best. • Lawyers, Accountants, Analysts, Tax Experts, Executives, and Staff
  • 23. Our Success StrategiesThree Positively-Interdependent Principles:1.Give value first. • The Blue Book of Real Estate Syndication • The LEAGUE Integrity Guarantee2. Partner with only the best of the best. • Lawyers, Accountants, Analysts, Tax Experts, Executives, and Staff3. Provide purpose, not just product. • Our Credo and Coat of Arms • Intergenerational Wealth™
  • 24. Our Product / Our MissionInstitutional-grade investments for familes
  • 25. Our Product / Our MissionInstitutional-grade investments for familesWe provide individuals direct access to:
  • 26. Our Product / Our MissionInstitutional-grade investments for familesWe provide individuals direct access to:• Proportional ownership of tangible real estate and sustainable energy assets
  • 27. Our Product / Our MissionInstitutional-grade investments for familesWe provide individuals direct access to:• Proportional ownership of tangible real estate and sustainable energy assets• Attractive Total ROI
  • 28. Our Product / Our MissionInstitutional-grade investments for familesWe provide individuals direct access to:• Proportional ownership of tangible real estate and sustainable energy assets• Attractive Total ROI• Cash Flow, Growth of Capital, or Both
  • 29. Our Product / Our MissionInstitutional-grade investments for familesWe provide individuals direct access to:• Proportional ownership of tangible real estate and sustainable energy assets• Attractive Total ROI• Cash Flow, Growth of Capital, or Both• Tax-Efficient Monthly Distribution
  • 30. Our Product / Our MissionInstitutional-grade investments for familesWe provide individuals direct access to:• Proportional ownership of tangible real estate and sustainable energy assets• Attractive Total ROI• Cash Flow, Growth of Capital, or Both• Tax-Efficient Monthly Distribution• Low Volatility
  • 31. Our Product / Our MissionInstitutional-grade investments for familesWe provide individuals direct access to:• Proportional ownership of tangible real estate and sustainable energy assets• Attractive Total ROI• Cash Flow, Growth of Capital, or Both• Tax-Efficient Monthly Distribution• Low Volatility• Low Minimum Investment (as little as $1,000)
  • 32. AssetsWhich, and why:• Tangible Insured Assets • Capital Appreciation • Real Estate: • Development, Redevelopment, • Commercial, Retail, Market value appreciation Residential, Industrial • Upside Potential • Energy Assets • Rezoning, renovation, leasing, • Solar Arrays general market appreciation• Predictable Cash Flow • Able to promote and sustain Intergenerational Wealth™ • Tax-efficient and paid monthly 13
  • 33. SyndicationWhat and why:• Group Ownership • Aligned Interests • Better opportunities than • Management earns its share going it alone only AFTER investors earn more• Economies of Scale • The Best of the Best: • Bigger buildings have the • Tax & Legal advice potential for bigger profits • Auditors • Management and Staff • Partners and Suppliers 14
  • 34. StrategyFind, Fix, Fill Sobey’s Centre Albert Street Camrose, Alberta Ottawa, Ontario
  • 35. StrategyStrong tenant mix
  • 36. Other Acquisition Strategies Development Projects & Public Company Acquisitions GATINEAU CENTRE D E V E L O P M E N T L P Until updated OfferingMemorandum is available, for Accredited Investors Only.
  • 37. Our ResultsA track record of successLondondale LP• 16% annualized return: 2005 - 2009 • $100,000 invested in 2005 was worth $164,000 in 2009 • 64% returnIGW Segregated Debt 1 & 2 LPs• 48.70% & 47.23% annualized ROI respectively, since inception in 2009 • 100,000 invested in 2009 is worth $308,065 & $280,744 today • 208% & 181% return80 Aberdeen • $100,000 invested in 2007 is worth $160,000 today • 60% total return in three years
  • 38. What business are we in?
  • 39. What business are we in? Intergenerational Wealth
  • 40. What business are we in? Intergenerational Wealth™
  • 41. Learn. Earn. Live. Give.™ Why we’re in business.
  • 42. How do we deliver it? Member-Partnership The difference that makes the difference
  • 43. Member-Partnership™ Steak, or just sizzle?
  • 44. What makes the Difference?
  • 45. What makes the Difference? vs.
  • 46. What makes the Difference? vs. vs. The BANKS
  • 47. Is it working?$1,500,000,000 • $1.25 Billion in Assets Under Management • More than 30 Limited Partnerships$1,250,000,000 and a Private and Public REIT$1,000,000,000 • $63 Million distributed since inception • 3,621 Member-Partners $750,000,000 $500,000,000 $250,000,000 $0 2005 2006 2007 2008 2009 2010 2011 2012 YTD
  • 48. ManagementRed/Yellow/Green
  • 49. Management made easy(er)On a solid foundation of embedded core values 27
  • 50. 28
  • 51. Living the Values
  • 52. Total Corporate Alignment Decision-Making Made Easy• What you do / don’t do • Product Selection • Corporate Traditions • Deal sourcing and due diligence• Purpose and Outcome • Pricing • Metrics/KPIs • Fees and incentives• Hiring/Firing • Advertising • Culture Alignment (CAs) vs CVs • When, where, how, what• Partners & Suppliers • Distribution Channels • Your corporate ecosystem • Who, how much
  • 53. What do Core Values do? Why do we need them?• It gives you your Brand Identity • It filters out the small stuff • Differentiate yourself in the • Allows autonomy and leadership marketplace development• Laser-like hiring/firing • It provides a framework for • It forces you to become better decision making• It makes leading and managing • They are your moral compass your team A LOT easier • Your company will perform better • A set of clear rules • Culture eats process for breakfast • Values grease the gears
  • 54. Questions?(And what value did YOU receive?)
  • 55. Member-Partnership Treat others as you wish to be treated Everyone has equal value Intergenerational Wealth™Wealth with Purpose Thank You! Our Credo Opportunity Learn. Earn. Live. Give.™ 33
  • 56. Hurdles to Member-PartnershipHow 3,612 families joined us in Member-Partnership NEW CLIENT APPLICATION FORM INDIVIDUAL IDENTIFICATION INFORMATION K Certified ID received Title: K Mr. K Ms. K Mrs. K Miss K Dr. K Other: ______________ Last Name: _______________________________________________ First Name: ___________________________________ Initial: __________ Social Insurance Number: _________________________________________ Date of birth: (dd/mm/yyyy) _________ / _________ / _________ Country of residence: ____________________________________________________________________________________________________ Home address: ___________________________________________________________________________________________________________ Telephone: _____________________________________ Mobile: ______________________________ Fax: _______________________________ Email: ___________________________________________________________________________________________________________________ SPOUSE Last Name: _______________________________________________ First Name: ___________________________________ Initial: __________ Employer Name: _____________________________________________ Occupation/Job Title: ________________________________________ Number of dependents: _______________ EMPLOYMENT Employer name:__________________________________________________________________________________________ Self employed K Employer address: ________________________________________________________________________________________________________ Telephone: _____________________________________ Mobile: ______________________________ Fax: _______________________________ Type of business: _________________________________________________________________________________________________________ Occupation/Job Title: ___________________________________________________________ Years with current employer: _______________ To which address should information be sent: K Home K Business FINANCIAL INFORMATION Income Investable Assets (excludes real estate) Net Worth K less than $35k K less than $50k K less than $75k K $35,001 to $75k K $50,001 to $100,000 K $75,001 to $200k K $75,001 to $125k K $100,001 to $250,000 K $200,001 to $400k K $125,001 to $200k K $250,001 to $1M K $400,001 to $1M K more than $200k K more than $1M K $1,000,001 to $5M K more than $5M League Investment Services Inc. carrying on business in Nova Scotia as LISI Investments 710 Redbrick St., Suite 200 • Victoria British Columbia V8T 5J3 • T1-877-772-8836 • F 1-866-672-8836 • www.league.ca 1 2 3 4
  • 57. LEAGUE Financial Partners Co-Founders and Co-ChairsAdam Gant Emanuel Arruda

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