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  1. 1. Wall Street Capital 17-19 Bedford street, Covent Garden, London WC2E 9HP, England Tel / Fax : +442082456733 Our official representative in Russia: 12 Kutuzovsky prospect, Moscow, 121248, Russia e-mail: [email_address] mob. tel. +7 (903) 778-08-76 tel.: + 7 (495) 661-10-68, + 7 (495) 661-10-69
  2. 2. Services <ul><li>IPO </li></ul><ul><li>Stocks/Bonds </li></ul><ul><li>Mutual Funds Annuities Managed Futures </li></ul><ul><li>Alternative Investments </li></ul><ul><li>Global Real Estate </li></ul>
  3. 3. IPO <ul><li>The world’s premier modern asset managers have made Wall Street Capital the leading prime broker. With offices in London, we are able to devote global resources to best service the industry. Our clients of all sizes benefit from Wall Street Capital’s substantial scale; they gain access to best practices derived from an unparalleled peer group to help them build efficient and effective organizations that let them focus on what they do best: manage portfolios. </li></ul><ul><li>Wall Street Capital’s proprietary technology, with global 24-hour support, saves time and money and provides robust operations and reporting. Our client service representatives focus on adding value—for instance, helping managers to trade in new markets. Wall Street Capital’s flexible, customizable portfolio analytics accommodate clients’ unique needs. Furthermore, our proprietary capital introductions process helps clients present themselves effectively to the appropriate institutional investors. </li></ul>We continue to be the best for using our skills and experience to our clients’ advantage.
  4. 4. Stocks <ul><li>With some 10,000 stocks traded on the major domestic exchanges and over-the-counter, investment decisions can be a real challenge. Although financial information on publicly traded companies is increasingly available on the Internet and elsewhere, it's not easy to narrow your scope and select the stocks you think will work best. </li></ul><ul><li>  This is where the value of advice weighs in. The first decision you make - choosing a financial advisor - may be your most important one. </li></ul><ul><li>  When you choose a Wall Street Capital Financial Advisor, you gain access to Wall Street Capital's formidable resources, including our award-winning Equity Research Team and a wide range of equity products to suit every investment style. </li></ul><ul><li>What's your investment style? </li></ul><ul><li>Are you a long-term buy-and-hold investor or a tactical ticker tracker? Knowing your investment style, your risk tolerance and your financial goals are critical to investing well. </li></ul>Your financial advisor is Wall Street Capital
  5. 5. Bonds <ul><li>Bonds are loans investors make to issuers - governments, municipalities corporations or other entities - so the issuers can fund and/or expand operations. They can be used as a &quot;core&quot; investment to build the foundation of a balanced portfolio. This is because they offer a wide range of maturities, interest payment terms and credit quality ratings selected to fit most portfolio needs. </li></ul><ul><li>The 1990s bull market left many investment portfolios unbalanced. Today, asset allocation has become more important than ever to the individual investor. The lesson learned from the 1990s is that, while stocks as an asset class can provide important long-term growth in a portfolio, they can be extremely volatile. This has led many to turn to bonds in seeking to cushion their portfolios in a down market through diversification. </li></ul><ul><li>Bonds provide you with a wide range of investment opportunities that can complement your investment objectives. See how our strategies may be able to suit your needs. You decide on which strategy makes sense for you. </li></ul>- Asset Allocation - Bonds provide a wide range of investment options, and can serve as an important component of a balanced portfolio. - College Planning - Investors looking for growth opportunities through capital appreciation can benefit from investment strategies designed to meet future tuition payments. <ul><ul><li>Wall Street Capital can help investors as they plan a strategy to provide </li></ul></ul><ul><ul><li>a steady stream of income in retirement. </li></ul></ul>
  6. 6. Mutual Funds <ul><li>With more than 2,200 investment options from over 110 mutual fund companies, In addition, we offer our own family of funds through Wall Street Capital Investment Management. </li></ul><ul><li>Investors should carefully consider the investment objectives and risks as well as charges and expenses of a mutual fund before investing. To obtain a prospectus, contact your Financial Advisor or visit the fund company’s website. The prospectus contains this and other information about the mutual fund. Read the prospectus carefully before investing. </li></ul><ul><li>There is no assurance that any fund will achieve its investment objective. The funds' share prices and investment returns will fluctuate with changes in the market value of their portfolio securities. When you sell fund shares, they may be worth less than what you paid for them. Accordingly, you can lose money investing in any mutual fund. Please read the prospectus carefully before investing. </li></ul>Wall Street Capital offers a wide array of mutual funds to meet a broad range of investment goals.
  7. 7. Annuities <ul><li>With an annuity - a contract between you and an insurance company - you agree to make at least one payment to the insurance company and the insurance company agrees to make a series of payments to you at a later date. Your payment to the insurance company becomes your annuity principal. This principal, plus any earnings (minus any withdrawals) is then paid to you at a time you designate, usually at retirement. </li></ul>Payments can be made for a specific length of time or for life.
  8. 8. Managed Futures <ul><li>Managed Futures is an industry in which professional money managers direct investments in the global currency, interest rate, equity, metal, energy and agricultural markets. They do this through the use of futures, forwards and options. The futures markets have played a pivotal role in the world's economies. Tremendous market expansion has created new categories of markets and industry growth. </li></ul><ul><li>The number and variety of markets traded in managed futures investments may add substantial diversification to an investment portfolio. Potentially, they can enhance risk-adjusted rates of return </li></ul><ul><li>If you're a qualified investor, managed futures investments may offer several potential benefits. They may provide you with: </li></ul><ul><li>Portfolio diversification -- By allocating a portion of your assets to managed futures, you may increase the diversification and the long-term performance potential of your investment portfolio while potentially reducing overall portfolio volatility. </li></ul><ul><li>Access to world economic markets -- Managed futures investments may participate in up to as many as 80 global currency, interest rate, stock index, metals, agricultural and energy markets. </li></ul>Professional portfolio management -- Managed futures investments utilize professional money managers with sophisticated risk management systems, years of experience and the capital needed to successfully participate in these markets. Improved portfolio efficiency -- Adding managed futures to a traditional stock and bond portfolio may provide the potential to increase the long-term risk-adjusted rates of return in the portfolio. Low-correlated performance potential -- Many portfolios contain traditional investments such as stocks and bonds. In order to maximize profit potential (with commensurate risk) in all market cycles, investors often look to include investments that have the potential to perform when these markets experience difficulty. Managed futures have historically demonstrated the ability to perform independently of traditional investments, such as stocks and bonds. This is referred to as low correlation. The degree of
  9. 9. Unit Investment Trusts <ul><li>UITs are SEC-registered investment companies that follow a buy and hold strategy and are sold only by prospectus. Portfolios are professionally selected by the trust sponsor and are designed to follow a stated investment objective, although there is no guarantee that the objective will be met. UITs are fixed and not actively managed. Except in limited circumstances, portfolios will hold and continue to buy shares of the same securities even if their market values decline. UITs dissolve on a mandatory termination date ranging from one to thirty years established when the UIT is created, although some UITs may terminate more than fifty years after they are created. Short-term strategy trusts should be considered as part of a long-term investment strategy and you should consider your ability to pursue them by investing in successive trusts, if available. You will realize tax consequences associated with investing from one series to the next. </li></ul><ul><li>Like mutual funds, UITs provide you with a diversified basket of securities in one easy purchase. Buying these stocks or bonds individually could be time consuming, costly and possibly riskier. UITs are different from mutual funds in that the underlying securities are not actively traded. This enables investors to “know what they own” and helps avoid short-term capital gains. Unit holders are subject to taxes on their investment. Investors should consider the investment objectives, risks, charges and expenses associated with investing in UITs and should carefully review the prospectus which contains this and other information about the trust before investing. </li></ul><ul><li>Wall Street Capital offers a wide array of equity and fixed income UITs from three sponsors to help meet your investment needs. For more information about the UITs Wall Street Capital offers, speak to your financial advisor. </li></ul><ul><li>  </li></ul><ul><li>The market value of units will fluctuate, and when sold, may be worth less than original cost. An investment in a trust should be made with an understanding of the risks associated with an investment in a specified portfolio of securities. This includes the possibility that the financial condition of the issuers of equity or bond securities in a portfolio, or the condition of the stock market in general, may worsen and the value of the securities (and, therefore, the value of the trust's units) may be less than what you paid for them. Accordingly, you can lose money investing in a trust. Please read the prospectus carefully before investing. </li></ul><ul><li>Investors should carefully consider the investment objectives and risks as well as charges and expenses of a Unit Investment Trust before investing. To obtain a prospectus, contact your Financial Advisor or visit the company’s website. The prospectus contains this and other information about the UIT. Read the prospectus carefully before investing. </li></ul>
  10. 10. Alternative Investments <ul><li>We can provide eligible individual investors and smaller institutional clients with a practical entry into the hedge fund marketplace  </li></ul><ul><li>Through these Funds, eligible individual investors and smaller institutions have access to the hedge fund marketplace for a relatively low initial investment combined with the established track record and skills of Wall Street Capital Alternative Investment Partners investment team. </li></ul><ul><li>  </li></ul><ul><li>Wall Street Capital employs an active strategy allocation process based on market opportunities and focus on a manager’s ability to generate risk-adjusted returns that fit will within the overall portfolio. The Wall Street Capital team employs an in-depth, tailored due diligence and monitoring process, from both investment and operational perspectives. </li></ul>Wall Street Capital creates the Alternative Investment Fund
  11. 11. Global Real Estate <ul><li>We are the only Wall Street firm to offer real estate services uninterrupted since 1999. Led by experienced senior real estate managers, we provide a complete selection of financing, advisory and investment management services for global real estate companies and investors. </li></ul><ul><li>Mergers and Acquisitions </li></ul><ul><li>Restructuring and Recapitalization Advisory </li></ul><ul><li>Public and Private Debt and Equity Underwriting </li></ul><ul><li>Mortgage Financing </li></ul><ul><li>Investment and Asset Management </li></ul><ul><li>That's Wall Street Capital Real Estate. Since 1999, the longest uninterrupted real estate industry presence of any Wall Street firm, Wall Street Capital has consistently supported our expansion from roots as a mortgage/asset brokerage business through the introduction of new products and services, such as public debt and equity capital raising, real estate investment management and mortgage lending. </li></ul><ul><li>Today, Wall Street Capital's real estate franchise comprises three distinct yet globally integrated businesses: banking, investing and lending. Our senior real estate managers, many of whom have spent their entire careers growing Wall Street Capital's real estate business, provide clients with a team of experienced and knowledgeable advisors dedicated to superior client service and performance. We leverage Wall Street Capital's global network of economists, strategists, research, and capital market and product specialists with unique property market and industry specific knowledge to deliver our clients the most informed strategic and investment advice possible. </li></ul>Wall Street Capital clients benefit from our established presence in real estate:
  12. 12. <ul><li>Our global fixed income capabilities cover the entire risk/return spectrum, duration ranges, markets and sectors. All strategies focus on uncovering value and managing risk and can be customized to help meet the unique needs of each client. Wall Street Capital’s alternative investment offerings span a wide range of disciplines, including hedge funds and funds of funds; absolute return strategies; real estate; senior loans; structured products; and private equity, which encompasses direct investments, joint ventures, leveraged buyouts and infrastructure. </li></ul><ul><li>Our Wall Street Capital Group delivers customized investment solutions that add value from a fiduciary as well as a corporate perspective.  There is a broad spectrum of solutions developed ranging from long duration fixed income to dynamic asset liability matching strategies that also use synthetic debt, portable alpha, and global tactical asset allocation. </li></ul>With over 3 years of global investment experience, Wall Street Capital offers its clients the personalized attention and service of a boutique, the intelligence and creativity of some of the brightest professionals in the industry and the global resources of Wall Street Capital. Wall Street Capital’s comprehensive suite of investment strategies are designed to help meet the diverse needs of institutional investors throughout the world: Our official representative in Russia: 12 Kutuzovsky prospect, Moscow, 121248, Russia e-mail: [email_address] mob. tel. +7 (903) 778-08-76 tel.: + 7 (495) 661-10-68, + 7 (495) 661-10-69