Brokerage Firm, Are offering - Interim management

1. NEXT BIG
THING

2. Offices
Spain
(Valencia)
1
Unites States
(Miami)
2
(Detroit)
Unites States
3

3. References
“The "father of security ana lysis" is in the top spot”
“the "dean of global investing“”
Avi Benamu
Winchester Equities LLC
Mark Kahn
Managing Director, Global Wealth
Management - Bank of America
Merrill Lynch

4. Products
Real Estate Fund
Detroit Project
New York Project
Ohio Project
1 2 3
Signals
Provider
Broker
Indices
Forex Broker Distressed
Companies
Funds
4 5

5. REAL
ESTATE

6. Yearly gross profit NET PROFIT IRR 11 %
27.8 % 15.6 % 11 %
1 2 3
Acquisition 30
properties, rented

7. Real Estate FUND
(NEW YORK PROJECT)
Acquisition 10 properties, rented
Yearly gross profit NET PROFIT IRR 16 %
31.5 % 19.8 % 16 %
1 2 3

8. Real Estate FUND
(Ohio PROJECT)
Acquisition 8
properties, rented
UNDER NEGOTIATION

9. BROKERAGE
FIRM

10. Signals Provider
From 2012 – ytd
Algorithm developed for MIT
Students & Harvard Business
School
Forex – Futures(DAX – SP500)
Total cost 25.000 $ per month,
only if
they are in profits
Current Clients
Bank Of America
Wachovia

11. Forex Broker
From Sept 2015 – ytd
Forex 4 pairs
Total cost: 20% profits per month,
only they are in profits
Current Clients
Bank Of America

12. Broker Indices
From Sept 2015 – ytd
DAX – SP500 Only
Total cost: 30% profits per
month, only they are in profits
Current Clients
Bank Of America
Wachovia
Chase Bank
(DAX – SP500)

13. INTERIM
MANAGMENT
FUNDS – DISTRESSED
COMPANIES

14. Are offering - Interim management
Temporary provision of management resources and skills.
Short-term assignment of a proven heavyweight interim executive manager
to manage a period of transition Crisis or change within an organization.
Interim managers add value by using their skills and expertise to help deliver an outcome,
solution, service or mitigate risk that provides a meaningful ‘return on investment’ to a client. Interim managers
are paid on the understanding of goals and objectives being performed and delivered, and not simply on the basis of attendance.
Interim managers can be in place within days as opposed to weeks or months which is essential when time constraints
are paramount. Being practiced in engaging promptly with the situation, they become effective quickly upon joining a client
organization. Because of their experience and expertise, interim managers also conduct and complete assignments effectively
and with due speed.
Interim managers typically operate at a senior level in the client organization, often being sensibly
over-qualified for the roles they take on. They often bring skills and knowledge not otherwise in place, to address
a specific skills gap or problem. Their experience and expertise enables them to be productive and make a noticeable
impact from the outset, maximizing the likelihood of success.
Unencumbered by company politics or culture, interim managers provide a fresh perspective and are
able to concentrate on what's best for the business. Being independent operators, they are able to contribute honestly
without constituting a threat to the incumbent management team. Not being part of a larger business they are not pressured
to unnecessarily extend their assignment.
Return on investment
Speed
Expertise
Objectivity

15. Are offering - Interim management
Temporary provision of management resources and skills.
Rather than taking on a purely advisory role, interim managers are managers
who will take responsibility for and manage a business or project in their own right. They expect
to be held accountable for results and by being instrumental in an assignment’s successful delivery,
They give clients the peace of mind that the interim manager has stewardship of the project in hand.
Operating at or near board-level gives interim managers the authority and credibility to
effect significant change or transition within a company. Unlike a ‘temp’, they're not just there to ‘hold the
fort’. They actively add value to the client organization as a result of their expertise and approach, even
when the work and the decisions to be made are difficult.
Interim managers maintain high professional standards because their future work relies upon
referrals and a successful track record. They therefore have a stake in the success of the assignments that they
undertake. This contrasts favorably with other ‘temporary workers’ who may also be seeking ‘permanent
employment’ or simply motivated by a day rate or extending their tenure.
Accountability
Effectiveness
Commitment

16. Qualifications
Series 4 - Registered Options Principal Examination (OP)
Series 6 - Investment Company and Variable Contracts Products Representative
Examination (IR)
Series 7 - General Securities Representative Examination (GS)
Series 9 and 10 - General Securities Sales Supervisor Examination
Series 11 - Assistant Representative - Order Processing Examination (AR)
Series 14 - Compliance Official Examination (CO)
Series 16 - Supervisory Analysts Examination (SA)
Series 17 - United Kingdom Securities Representative (IE)
Series 55 - Equity Trader Examination (ET)
Series 56 - Proprietary Trader Examination (PT)
Series 57 - Securities Trader Examination (TD)
Series 62 - Corporate Securities Representative Examination (CS)
Series 63 - Uniform Securities State Law Examination
Series 65 - NASAA Investment Advisor Law Examination
Series 66 - NASAA Uniform Combined State Law Examination
Series 72 - Government Securities Representative Examination (RG)
Series 79 - Investment Banking Representative Examination (IB)
Series 82 - Private Securities Offerings Representative Examination (PR)
Series 86 and 87 - Research Analyst Examination (RS)
Series 91 - FDIC Safety and Soundness Technical Evaluation
Series 92 - FDIC Compliance Technical Evaluation
Series 93 - FDIC Division of Resolutions and Receiverships Technical Evaluation
Series 99 – Operations Professional Examination (OS)