Title: FINANCIAL PERFORMANCE
1 2FINANCIAL PACIFIC INC.
PANAMA
West M. Valdes, President
3About Financial Pacific
- Founded in Panama, Rep. Of Panama
- Started catering financial and insurance
institutions - Added Value Broker Dealer
- We are an International Broker Dealer offering
full service brokerage, private banking, and
online trading. We specialize in Capital
guaranteed products - Awarded the Best Brokerage Firm in 2006 in
Panama by The Bizz Awards
West M. Valdes, President
4About Financial Pacific
- Founding members
- West M. Valdes
President and CEO of Financial
Pacific Ex-President and founder of Geneva Asset
Management Financial Consultant at Merrill Lynch
Co., Panamá IB Consultant at Coutts Co,
Zurich, Switzerland
West M. Valdes, President
5About Financial Pacific
- Founding Members
- - Ivan R. Clare A.
Executive Vice and GM of Financial
Pacific Vice-president of Investments at
Equitable Financial Company, Miami.
West M. Valdes, President
6About Financial Pacific
- Part of 3 companies
- Financial Pacific
- Ocean Realtors
- Compass Offshore Services
West M. Valdes, President
7About Financial Pacific
- In Panama
- Out of 40 Broker Dealers in Panama, Financial
Pacific was the 8th biggest Broker/Dealer with
388,041,355.10 in transactions up to Dic. 31st,
2006 - Main offices in Panama City, satellite office in
Boquete
- Abroad
- Offices and/or representations in Costa Rica,
Venezuela, Mexico
West M. Valdes, President
8About Financial Pacific
- Services to Private Banking Customers
- Asset Management
-
- Advisory accounts
- Managed accounts
West M. Valdes, President
9About Financial Pacific
- Services to Private Banking Customers
- Mutual funds
- Structured products
- Bond desk
West M. Valdes, President
10About Financial Pacific
- Online Trading
- Brokerage account
- Trading Platforms
- 16 languages
- Access to North American, European and Asian
exchanges - Online account access
- Manned trading desk
West M. Valdes, President
11Equity Trading Platforms
- LEVEL 1
- Real time Online trading, automatically
activated when the account is opened - LEVEL 2 (AXIS PRO)
-
- Ask for a demo
West M. Valdes, President
12Other services
- Latinclear
- Gold and other precious metals
- Custody
- Forex
- Trading Platform
- Futures
- Trading Platform
- Manned trading desk
West M. Valdes, President
13Strategic partners (Operations)
- Penson Financial Services USA
- (US, Canada clearing and Custody)
- Julius Baer
- (Private Bank in Switzerland, clearing and
custody) - ANDBANC
- (AA Bank in Andorra, clearing and custody)
- Global Forex Trading (GFT)
- (Forex clearing)
- Transact Futures
- (Futures Clearing)
West M. Valdes, President
14Strategic Partners (Issues Co-Structures)
- Calyon
- Citigroup
- Deutsche Bank
- Lehman Brothers
- Stanford Group
- Oppenheimer
- Lloyds Bank
- Merrill Lynch
- Bear Stearns
- Standard Bank
- Societe Generale
- UBS
- Wachovia
- Commerzbank
- CBA
- BNP
- FHLB
- J.P. Morgan
West M. Valdes, President
15MUTUAL FUNDS
- Access to all the universe of offshore Mutual
funds - Access to all the universe of Hedge funds
- Distributors of a selected number of Investments
funds
West M. Valdes, President
16 Investment ideas
West M. Valdes, President
17CMS Spread 30yr/2yr Non inversion note
- Issuer AA or better
- Amount 5,000,000
- Maturity 10 years
- Underlying USD CMS 30 y 2y or greater than
0 - Coupon 9
- Call Quarterly
- Issue Price 100
- Redemption 100
West M. Valdes, President
18Green Theme - Profile
Portfolio Description Create a Portfolio of
companies and investment vehicles that support
and promote responsible behavior with respect to
the environment and social responsibility. The
portfolio shall be very diversified
sectorially, geographically and from a currency
perspective in order to capture a wide range of
opportunities and control the long term
volatility. The targeted annual return is
10. Allocation Fixed Income 10, Equities and
equivalent 80, Cash 10 Characteristics Highly
diversified across all sectors, regions and
currencies All investments must meet strict
Green criteria Cash is held in Money Market
Funds
West M. Valdes, President
19Green Theme - Profile
Top Holdings Security Sector Criteria Toyota
Motor Co. Car World leader in alternative fuel
research Honda Motor Co. Car Innovative force in
applying alternative fuels Vestas
Wind Power Wind Power Generation
equipment Kurita Water Ind. Ltd. Water Water
purification desalination systems Tomra Systems
ASA Rec. Recovery Recycling solutions Boiron
Homeopathics Med. Homeopathic products Ranbaxy
Labs Ltd. Med. Indian Pharmaceutical and Research
Co. Novozymes BioT. Leader in Ind. Enzyme
production for bio Applications Nokia TelCo
m Strong Promoter of social responsibility
West M. Valdes, President
20Green Theme - Profile
West M. Valdes, President
21How to Invest with ?
- Open an acccount
- Go through due diligence process
- Receive you Account Number
- Get Id and Password Information
- Get Wire transfer instructions to fund your
account - You are ready to invest
West M. Valdes, President
22- We are looking forward to assisting you at our
information booth - West M. Valdes west_at_investingpacific.com
- Ivan M. Clare Arias ivan_at_investingpacific.com
- Norbert A. Stocker norbert_at_investingpacific.com
- Jonathan Binder jonathan_at_investingpacific.com
- Toll Free (USA) 1-888-419-1402
- Direct 507-225-0250
-
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