Transcript: Investment Proposal "Rules" Stocks 1. DIVERSIFICATION 2. DO NOT FOLLOW THE CROWD 3. STUDY THE MARKET, COMPANY 4. CONTINUE INVESTING Picking Stocks Picking Stocks 1. Good Value 2. Payout Ratio 3. Profitability 4. Track Record * Dividend Growth Rate * Dividend Safety Score * Dividend Yield Recession-Proof Stocks: Recession-Proof Stocks 5. Material 6. Utilities 7. Real Estate 8. Energy 1. Telecomm 2. Technology 3. Healthcare 4. Financial 9. Consumer Staples 10. Consumer Discretionary 11. Industrial REAL ESTATE Real Estate LAND IS LIMITED IN SG INCREASING NUMBER OF CONSUMERS / RENT INCOME APPRECIATION OF LAND VALUE GOOD FOR DIVERSIFICATION OF PORTFOLIO Stocks Real Estate Stocks (REIT) Frasers L&C TR Capitamall Trust Ascendas REIT FINANCE Finance SINGAPORE THRIVES IN WEALTH MANAGEMENT FINANCE (TECHNOLOGY) IS ONE OF THE BIGGEST INDUSTRIES IN SINGAPORE BANKS ARE DIFFICULT TO BE BANKRUPT ETC. Finance Stocks Stocks TOP 3 BANKS/COMPANIES IN SINGAPORE DBS OCBC UOB TELECOMMUNICATION Telecom 4G IS A NECESSITY IN THE TECHNOLOGICALLY ADVANCED SOCIETY LIKE SINGAPORE EVERYONE USES PHONES FOR INTERNET ETC TELECOMMUNICATION IS ADVANCING Telecomm Stocks Stocks SINGTEL NEXT BIGGEST COMPANY IN SG INVESTED BY GOVT ADVANCEMENT OF TECH CONSUMER - Consumers 1. STAPLES WHAT PEOPLE NEED/BUY DAILY 2. DISCRETIONARY WHAT PEOPLE DO NOT NEED BUT WANT ESSENTIALLY Consumer Staples Stocks - REGARDLESS OF RECESSION, PEOPLE WILL STILL BUY THESE THINGS ON A DAILY BASIS: TOILET PAPER | KLEENEX FOOD | WILMAR INTL DRINKS | YEO'S Consumer Discretionary Stocks - POPULARITY OF BRANDS THAT PEOPLE LOOK FOR CONSTANTLY FAST FOOD | MCDONALD'S PASTRIES | BREADTALK BUBBLE TEA | LIHO OTHERS... UTILITIES SEMBCORP TECHNOLOGY APPLE, FLEX (ELECTRONICS) HEALTHCARE JOHNSON & JOHNSON MATERIAL GOLD, SILVER, OIL TOURISM (SUBJECT TO RECESSION) SIA, SATS ENERGY EXXON MOBIL, CHEVRON Others
Transcript: COMMUNITY The current speed of (technological. marketing, distribution) change means that small owners and teams need to be trained continuously to avoid the dangers of being out thought and out maneuvered by competitors In US companies with fewer than 500 employees on average spend $1,605 per person per year on training Email Marketing (ie guides, video email gates etc) MISSION PPC (LinkedIn, Adwords) Company has loan $250,000 WHAT WE ARE LOOKING FOR UX WHERE ARE WE NOW Expect $5m series B cap raise to more aggressivly production, marketing and sales E LEARNING MARKET Approx $350,000 of seed funding has been inversted by founders Jon Plowright & Adam Davidson. We require an additional $1750,00 in Series A funding for deployment within a 12 month period. First funding tranche Dec 15 Enterprise Sales process educates decision makers and takes through sale, induction and support (ie Hubspot) FOCUS: INBOUND SALES Social mindset FOOD & BEVERAGE (F&B) High staff turnover rates (normally 30-50% +) difficulty properly inbounding new staff Our user experience and conversion rate from site visit to trial and trial to sign are at present poor. This is due to using an interim template website which is poor at best. We are building a new site to tackle some of our known shortcomings and constantly learning how to improve on the conversion. Set up groups or subgroups and admin/s manage group through dashboard tracking engagement, course completeions, forum and pushing courses on needs basis (picture showing connection of team) FUTURE FUNDING ROUNDS Sites currently focus on compliance or formal institutional (recongnised certificate) www.ecornell.com 'one off' training not 'just in time' education. Upside allows hospitality organizations to keep training budgets under tighter control, develop and retain existing employees and reduce the costs related to on-boarding WHERE WE FIT $1750,000 convertible note 10% capitalised interest Get $ CAC to approx 3 months (ie $90) THE MARKET OFFLINE HOSPITALITY TRAINING In the eyes of hospitality business globally we are a 'must have' online learning membership. Our cloud based video courses and community create essential life long learning & workforce productivity. Pay $30 per full month, $10 per Front of House team member per mnth. No contracts Inbound leads through marketing (ie Upside Live, blog, social media) THE MARKET Average 37.50 learning hours per employee per year www.trainingmag.com Get recognised (leader board) earn certificates, win awards RECOGNITION Prove model in OZ in 15 and first quarter 16, then 16 targeting of Canadian/US market rest of 16 BUSINESS MODEL Signed term sheet within 4-6 weeks PPC (LinkedIn, Adwords) Corporate training budgets are approx 58% in house and 42% outsourced Search Marketing (blog, video hooks) Identified the success of online training in other industries (Lynda.com,Creative Live). Identified that a like platform in hospitality is just a matter of time Affliliates (Course talent, digital partners, associations, sponsored content, customer referrals, strategic) Follow experts, make friends, join forums, host or attend events October 2015 OUR KEY USERS ACCOMMODATION Invested approx $500,000 of seed funding into approx 50 courses, talented team, website and user testing SOFTWARE AS A SERVICE (SaaS) What we know to be true is that learning is moving online at an unprecedented rate. And other the Upside currently no online learning site (globally) is solving the above challenges in the hospitality industry MARKETING FOCUS PRODUCT DEVELOPMENT THE ASK Seed funding invested approx $500,000 Private training providers Watch on desktop or Mobile (Bring Your Own Device) VISION & MISSON PROBLEMS WE ARE SOLVING Restaurants, cafes, bars Add new courses each month based on the course topics that industry and community is crying out for. Find best expert, they create course. We pay them 15% commission for life course. WHAT IS OUR PRODUCT CONTENT/ COURSE CREATION Tranche 1 Dec 15 - $500k The worldwide market for Self-Paced E Learning should reach revenue of $51.5 billion by 2016. In source: In depth E Learning Report conducted be Donceba www.docebo.com Search Marketing (blog, video hooks) INVESTMENT PRESENTATION We have 7 live courses. 24 in post production (plus mentor lessons/shortcourse) and a production schedule creating 5-10 new courses a month. Studio in Vancouver producing courses with some of the best experts from across North America and expect to have approx 35- 40 courses by Christmas 13 and 150 by end of 16 INBOUND SALES Courses are in two streams; Tranche 2 Apr 16 - $500k Labor costs to deliver sufficient training hours too high FUNDING Tranche 3 Aug 16 - $500k Hotels, motels, B&B's Social Media (#upsidehelps) The hospitality business training is currently mainly delivered by; 25% discount to series B Ad Hoc Advice/mentor Bold Time poor owners/managers $6B raised in venture capital for e-learning companies in past 5 years 1 million members by 2020
Transcript: Build Cost: £2,200,000? Potential Sales: £6,850,000? Minimum Profit: £1,203,000? Cost Of Land: £800,000? Advantages Opportunity to bring site into much needed residential use Removes an eyesore and target for anti-social behavior Potential to improve street scene along Hall Road Established precedent for residential development from south east Proposal Site Details Jonathan Carney - 1102512 Vision For Planning Of Maldon District Large mixed used retail and flats Affordable flats, terraced houses, and semi detached houses More expensive detached and semi detached houses Total of 45 residential units and 5 retail shops Underground residential parking Customer parking Focal point of small parkway/ green island Area: 1.4 Hectares (14,045m2) Perimeter: 443m Width: 134m Height: 116m Distance To Heybridge Basin: 400m Distance To River Blackwater: 80m Distance To New Housing: 55m Hall Road, Heybridge Key Measurements Disadvantages Hall Road, Heybridge, Maldon, Essex (CM9) Located near the River Blackwater & Heybridge Basin A414, B1019 Road Link Bentall's Shopping Complex is 0.2 miles away Population of 7,600 The site is within flood zone 3. The large commercial/industrial buildings to west and east and these will provide pollution both from noise and air. Adjacent to Conservation Area to north east and south east of the site. Site Location Site Plan New Housing Towards Heybridge Basin Towards Town Centre Location Existing Buildings Investment Proposal Detailed Site Plan Well maintained countryside Increasing biodiversity Diverse & competitive local economy Housing with a range of size Accesible services for residents Recreation & leisure facilities for all Cost Appraisal Unoccupied building on site after controversy in 2010 (Bridge House) 6 factories/ warehouses varied in size on site 4 terraced houses to north east of site (Lime Terrace) Large buildings opposite site still being used 4 small houses opposite site (The Limes & Hall Cottages) New housing development towards south east
Transcript: Why you need to invest here Do you know that Mexico was the first country of America where it started to cultivate the vitis vinifera? Investment Proposal problems that is currently happening Brief data of the place to invest www.mexicodesconocido.com.mx http://eleconomista.com.mx/industrias/2015 http://www.forbes.com.mx/vino-el-sabor-de-mexico-en-el-mundo/ qualities of the country to produce references benefits of each part Niche of opportunity Advantages & Disadvantages Working together Good deal all the figures that sustain us
Transcript: Table of Contents Celebrating All Types of Hair Leanne Mukengeshayi Company Summary Start-Up Costs Company Summary Mission Statement Competitive Edge Start-Up Cost Action Plan Investment Proposal GRLPWR.co Competitive Edge Mission Statement Action Plan
Transcript: Echo Investments Echo investments would give them a whole new untapped market of consumers to make profit from with a Veggie Grill deal. Financial Growth in the Future My guess is that veggie grill has had such booming success over their span of being open but, due to current times either their market value will lower or stay stationary for quite some time. Product & Pricing Current Funding Source The funding comes from equity investors including a private equity firm, and largest single shareholder Brentwood associates & Powerplant ventures. Everything on menu ranges from 3-15 dollars, product is plant based vegan foods sourced from local farms. Marketing Strategy Marketing Scope Veggie Grill tapped into something called "consumer awareness". They've used the fact that people when people eat good they feel good and pushed that narrative as hard as possible with their own food. Unsure of where to find this information.. Investment Proposal
Transcript: Currently the UAV market is worth $12.5 Billion now, and will reach $91 Billion by 2024 By 2020, FAA estimates that about 30,000 unmanned aircraft will be used for business purposes Computer vision algorithm used to create 3d maps of environment • Capital Acquisition • World-Class Advisory Board Development • Alternative Field of Use Engagements • Customer Acquisition for Drone Pilot Programs I OUR SOLUTIONS 2.INDUSTRIAL APPLICATIONS OBJECTIVES I I PROBLEMS INDUSTRY CONTACT Competitors Include: Google Deepmind Lockheed Martin DARPA Boston Dynamics FINANCIAL SURVEYING OIL PIPELINES / COMMODITIES INSURANCE / DAMAGE ASSESSMENT Start-up Costs are $200,000 which include: Intellectual Property Production Equipment Labor Costs • We create solutions unlike any other company • We re-write the rules of control and distance • We have created the smartest drone on the market I TARGET I Holdings, LLC. Low Cost I I FLUENT DRONES SOLVES 44 units to break even or $200,000 in Revenue Potential contract with APD for $75,000 Software licensing contracts VALUATION COMPETITION THE FAA PROBLEM • Chinese consumer drone maker DJI is in talks to raise funding at a valuation as high as $10 billion. • Raised over 75 million to date Backed by Munck Wilson Mandala, LLP • Conducted Patent Search – Yielded Favorable Results • Filing Omnibus Provisional Patent INNOVATE. CREATE. DELIVER. • Obstacle Detection • Object Recognition • Object Avoidance I VTOL frame for aggressive maneuvers Hard for users to control without line of sight risk of collisions Risk of Collsions Drones are not smart FLUENT DRONE’S MARKET & STRATEGY NEEDS On board 3D camera Machine learning for identifying objects in real life LEGAL POSITION FORECASTS OUR ADDRESS YOUR FINANCIAL IN THE DRONE 1.PUBLIC SAFETY I GPS accuracy to 3 inches DJI I CYRIL LUTTERODT email@example.com 817-680-3439 CALEB HUTSON firstname.lastname@example.org 817-706-2429 CAPABILITIES I CCSJ LET'S TALK ABOUT MARKET ANALYSIS + With real time, integrated drone software which delivers: 1.PUBLIC SAFETY I LOCAL LAW ENFORCEMENT / SWAT HOMELAND SECURITY / BORDER PATROL SEARCH AND RESCUE
Transcript: Our research process officially kicks off in November; meet with 20+ investment firms to gather information on markets and investment options for the next 12 months. Build portfolios in November/December and stress test them - are they working the way they should be? Q1/Q2 Rebalance clients into new models for the coming year. Make any adjustments along the way if necessary. Use fundamental and technical analysis to make risk adjustments during difficult market cycles. Proactive communication: Monthly calls Our annual fee for investment management services at Retirement Solutions, Inc. (RSI) depends on the level of assets that we hold and manage through our broker dealer, LPL Financial. This management fee can decrease over time due to your account growing and bringing in additional funds. Assuming an initial investment minimum of $2,500,000 of combined account values, your annual fee to cover financial advice, all investment activity, trading costs, tax reporting, re balancing and monitoring and updating your account will be 0.76%. Nation's largest broker-dealer, they help us offer you an integrated platform of technology, and investment services. Publicly traded, LPL has produced consistent earnings results. The financial stability of the company can be attributed to our independent business model and hard work and dedication of its advisors to their clients. Nick Russell on behalf of Elizabeth Date: xx/xx/xxxx Sample Growth with Income 2018 Why Retirement Solutions? Our Process We work with a very select group of clients. Today we have 140 households that we work with. Our team meets while building your financial plan. It's comprehensive because we collect our team members input and thoughts into your plan. Credentialed team with over 75 plus years of combined financial services experience. Mike has held the CFP designation since 1990 and Ryan is starting the program this Fall. Sample Portfolio Summaries (630)577-1800 RetirementSolutionsRSI.com Management Fees About LPL Financial Investment Proposal
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