branding financial advisors 02

Branding financial investment companies—Finkelstein Investments, Spring 2016 2008–2016

Finkelstein Investment One LP

Overview

The investment objective of Finkelstein Investment One LP (“Fund”) is to generate above average, risk-adjusted returns by investing in multiple private investment strategies that seek to deliver long-term, non-correlated returns versus traditional and non-traditional asset classes.

To achieve its investment objective, the Fund will focus on allocating to managers that have a successful track-record of delivering absolute returns irrespective of market direction. Strategies targeted will include options strategies that opportunistically benefit in multiple market environments, hedged options strategies that benefit during unusually volatile markets, and options strategies that generate the majority of their return through the return of premium, primarily through covered calls or other conservative write strategies. The Fund may also invest a portion of its portfolio to traditional hedge fund strategies such as long/short equity, global macro, or various arbitrage strategies.

To ensure the strategy’s success, the General Partner will constantly monitor each portfolio investment, measuring risk and performance mandates of each manager so as to limit downside risk and meet the long-term objectives of the Fund.

Finkelstein Investments, LLC5910 Connecticut Ave. #15655Chevy Chase, Maryland 20825

Tel: 301.404.7281E-mail: [email protected]

Finkelstein Investment One Investment Process

Identify Objectives and Constraints of Each Manager Identify high-quality managers selecting strategies expecting to meet the long-term investment objective of the Fund.

Analyze Risk-Adjusted Performance Understand each manager’s current and historical risk/return profile so as to quantify return and risk taken in terms of the units of exposure needed to achieve Fund’s investment objective.

Allocate Capital and Set Limits Allocate strategically among portfolio investments to achieve investment objective, setting maximum PnL limits for each manager, and allocating capital as units of market exposure.

Finkelstein Investment One LP is designed to deliver non-correlated, above average, risk-adjusted returns by investing in outstanding strategies that outperform

in any market environment.

Jeffrey I. Finkelstein

Founder and President

As Founder and President of Finkelstein Investments LLC, Jeffrey’s responsibilities include overseeing day-to-day operations, marketing, due diligence, and actively managing both allocation decisions and active risk management for the strategy which the Fund pursues. Jeffrey leverages his experience, education, business acumen, and relevant relationships, to closely scrutinize and gain access to investments that benefit the long-term investment objective of the Fund.

Education

◾ University of Maryland, Robert H. Smith School of Business, MBA

◾ University of Maryland at College Park, BA

◾ Special Programs:

— Hinman CEOs the nation’s first living-learning entrepreneurship program

— Scholars Program Business, Society & Economy

About Finkelstein Investments, LLC

Finkelstein Investments, LLC (“firm”) is a Maryland Limited Liability Company (LLC) acting as the General Partner of the Finkelstein Investment One LP, a private domestic investment partnership domiciled in Delaware.

Finkelstein Investment One LP is offered to qualified and accredited investors, institutions, and family offices seeking superior, long-term, risk-adjusted returns.

Investment Terms

Domicile of Limited Liability Company Maryland

Domicile of Limited Partnership of Fund Delaware

Eligible Investors Qualified Investors

Minimum Investment $250,000

Additional Minimum Investment $50,000

Management Fee None

Incentive Allocation 10% of profit

Lock-up Period 12 Months

Redemption Period Quarterly, with 45 days notice

High-Water Mark Yes

Legal, Prime Broker, Accounting and Audit

Legal Counsel Bernstein, Shur, Sawyer & Nelson, P. A .

Administrator NAV Consulting, Inc.

Auditor Richey May & Co., LLP

Custodian The PrivateBank

Disclaimer

THIS IS NOT AN OFFERING OR THE SOLICITATION OF AN OFFER TO PURCHASE AN INTEREST IN FINKELSTEIN INVESTMENT ONE LP (“FUND”). ANY SUCH OFFER OR SOLICITATION WILL ONLY BE MADE TO QUALIFIED INVESTORS FOLLOWING THE DELIVERY OF A CONFIDENTIAL DISCLOSURE DOCUMENT AND ONLY IN THOSE JURISDICTIONS WHERE PERMITTED BY LAW.

AN INVESTMENT IN THE FUND IS SPECULATIVE AND INVOLVES A HIGH DEGREE OF RISK. THE FEES AND EXPENSES CHARGED IN CONNECTION WITH THIS INVESTMENT MAY BE HIGHER THAN THE FEES AND EXPENSES OF OTHER INVESTMENT ALTERNATIVES AND MAY OFFSET PROFITS. NO ASSURANCE CAN BE GIVEN THAT THE INVESTMENT OBJECTIVE WILL BE ACHIEVED OR THAT AN INVESTOR WILL RECEIVE A RETURN OF ALL OR PART OF HIS OR HER INVESTMENT. INVESTMENT RESULTS MAY VARY SUBSTANTIALLY OVER ANY GIVEN TIME PERIOD. ALL INVESTMENTS INVOLVE RISK, INCLUDING THE LOSS OF PRINCIPAL.



100% PMS 548 70% PMS 548

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Secondary colors:

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Tertiary colors:

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Finkelstein Investment One LP Investor Presentation



5

©2016 Finkelstein Investments, LLC. All Rights Reserved. Private and confidential, not for re-distribution.

Investment Philosophy

The Fund’s investment philosophy is to allocate capital among unique, niche hedge fund strategies that effectively maximize returns superior to comparative investment vehicles and generate long-term alpha in all market cycles, and managing downside risk through proactive allocation to superior hedge fund managers.

Typical Portfolio Strategies

Portfolio strategies selected will have demonstrated success in capitalizing on price movements (or lack of movement) of a particular underlying security or group of securities. Emphasis will be given to strategies that profit in any market situation:

◾ Advancing

◾ Declining

◾ Volatile

◾ Stable

6

©2016 Finkelstein Investments, LLC. All Rights Reserved. Private and confidential, not for re-distribution.

Benefits of Option Strategies

Integral to the long-term success of the Fund’s strategy is its ability to generate profits in bull markets, bear markets, neutral markets and volatile markets. The Fund will invest with managers employing a variety of basic and complex option strategies that maximize profit and minimize risk in different market environments.

Bull Market(Rising) (Falling)

Neutral Market Bear Market Volatile Market

InvestmentStrategies

◾ Call Purchases

◾ Vertical Spreads (Bull Call Spreads)

◾ Put Sales

◾ Top/Short Straddles

◾ Strangles

◾ Out of the money calls and puts

◾ Put Purchases

◾ Vertical Spreads (Bear Put Spreads)

◾ Call Sales

◾ Bottom/Long Straddles

◾ Iron Condor

◾ Out of the money calls and puts

The listed examples represent various option strategies that may be utilized by the Fund. Additional strategies not listed may also be used. There is no guarantee of performance or that any strategy will be profitable.

Above, presentation cover design and interior pages at right

Branding financial investment companies—Finkelstein Investments, Spring 2016 2008–2016alpha LABC R E A T I V E E N E R G Y


5910 Connecticut Ave. #15655Chevy Chase, Maryland 20825

Phone: 301.404.7281Email: [email protected]

8 April 2016

Dear Mr. Investor,

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Sed et ipsum sit amet metus imperdiet malesuada. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; In ornare sapien quis enim viverra sollicitudin.

Praesent a sem et dolor luctus ullamcorper. Aliquam erat volutpat. Phasellus placerat tristique sem. Nulla cursus turpis vel mi. Vestibulum dui justo, pharetra id, ornare a, blandit et, augue. Pellentesque ut lacus at felis hendrerit molestie. Vestibulum ac lorem. Sed tellus magna, condimentum ac, iaculis eu, fermentum at, lacus.

Aenean magna mauris, interdum eget, cursus tempor, elementum quis, magna. Nullam sagittis rutrum lacus. Vestibulum imperdiet nisl sit amet turpis.

Duis blandit, urna ac ornare aliquam, ipsum nibh pretium pede, eu accumsan ligula felis vitae turpis. Duis mi. Phasellus interdum felis quis mauris. Aliquam congue nisl eget erat. Sed blandit lectus nec arcu. Nam malesuada. Nunc tincidunt.

Maecenas elementum nisi. Duis quis elit. Aliquam feugiat. Cras sed ante vel arcu interdum malesuada. Maecenas lorem purus, pulvinar in, elementum a, adipiscing vitae, diam. Etiam dignissim ligula. Nunc sed magna sed mi ornare nonummy. Quisque viverra auctor nisi. Sed pharetra metus sit amet purus. Ut posuere, sem et viverra porta, tellus felis auctor sem, vitae commodo nulla enim ac eros.

Nulla ipsum dolor, porttitor sit amet, sollicitudin ornare, feugiat viverra, metus. Praesent elit. Nullam vulputate lobortis sapien. Cras augue. Sed enim tortor, pharetra sed, porttitor quis, pharetra ut, sem. Fusce nonummy, diam sit amet rutrum suscipit, pede purus lobortis lectus, id luctus ipsum quam eu lorem.

Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos hymenaeos. Nullam sodales, augue vitae faucibus aliquam, eros lectus viverra augue, aliquam fermentum lectus arcu vestibulum enim. Integer luctus dictum sem.

Sincerely,

Jeffrey Finklestein


www.f10i10.com

Above, letterhead, business envelope and business card

Jeffrey I. FinkelsteinInvestment Manager



Branding financial investment companies—Finkelstein Investments, Spring 2016 2008–2016alpha LABC R E A T I V E E N E R G Y


Investment Strategy

Bay Point Capital Partners LP (“Fund”) opportunistically allocates capital to niche credit markets difficult to access, which are generally under-served, and historically less efficient. Bay Point believes these private credit and specialty finance markets offer a better long-term risk/return profile than their public counterparts. Portfolio investments may include (but are not limited to) tax liens, tax deeds, first lien loans backed by real estate, trustee deeds, debtor-in-possession financing, equipment leases, small business loans, and receivables financing.

The Fund’s investment objective is to preserve capital, generate high returns with low correlation to interest rates, and provide liquidity.

Risk is managed by disciplined underwriting criteria, exacting legal standards, matching the tenor of assets and liabilities, and diversification of the investment portfolio. We are constantly focused on the needs of both borrowers and investors.

Bay Point Capital Partners Advantages

◾ High current income yields consistent returns

◾ Institutionally seasoned management team has earned high Morningstar ratings

◾ Access to a broader opportunity set than available in the public markets

◾ Investments secured by a first lien of valuable collateral

◾ Central bank interest rate policy and excessive banking regulation create abundant investment opportunities for the Fund

◾ Ability to accurately value collateral, negotiate flexible terms and close within a shorter time frame is a competitive advantage

3050 Peachtree Rd, Suite 2 Atlanta, GA 303055531 Cannes Circle, Suite 305 Sarasota, FL 34231

941-266-5480 404-963-6031 E-mail: [email protected]

Monthly Returns, Net of Fees (Retail Share Class)*

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD

2016 1.61% 0.80% 2.42%2015 0.70% 1.02% 1.10% 0.97% 1.09% 0.92% 0.92% 0.95% 0.82% 0.59% 0.77% 0.83% 11.21%2014 0.65% 0.77% 0.60% 1.28% 0.76% 0.92% 0.70% 0.65% 0.85% 1.01% 0.93% 1.10% 10.70%2013 2.78% 0.94% 0.71% 0.39% 0.12% -0.36% 0.42% 1.21% 1.13% 1.24% 0.86% 1.05% 10.95%2012 1.14% 0.76% 0.25% 0.25% -0.72% 0.92% 0.70% 0.43% -0.13% 0.50% 0.00% 0.15% 4.33%

Monthly Performance vs. Peer Group and Benchmark (Retail)*

-10%

10%20%30%40%50%60%

80%70%

90%

Bay Point Capital (Retail) Morningstar Nontraditional Bond Category Average Barclays U.S. Aggregate

One Month-6%-4%-2%0%2%4%6%8%

10%12%14%16%

One Quarter One Year Three Years *Since Inception 12/31/2011(Annualized)

*Returns greater than 1 year are annualized

0.80%3.27%

-2.34%

1.77%

11.97%

-4.19%

1.53%

10.48%

-0.88%

2.22%

9.50%

1.19%2.56%

-0.59%

0.71%

Performance and Risk Analytics*

Morningstar Bay Point Nontraditional Bond Barclays (Retail Share Class) Category Average U.S. Aggregate

Cumulative Return 45.96% 5.03% 11.10% Average Monthly Return 0.76% 0.10% 0.21% Largest Monthly Return 2.78% 1.49% 2.10% Largest Monthly Loss -0.72% -1.74% -1.78% Percentage Profitable 92.00% 62.00% 62.00% Annualized Volatility 1.80% 2.20% 2.74% Sharpe Ratio (T-Bill) 4.90 0.40 0.82 Beta — 0.11 0.04 Alpha, Annualized — 9.38% 9.41% Correlation to Fund — 0.13 0.06

* COMPARISONS TO INDICES ARE FOR INFORMATIONAL PURPOSES ONLY AND DO NOT INFER OUTPERFORMANCE.

PLEASE SEE THE DISCLAIMER REGARDING HOW PERFORMANCE WAS CALCULATED. PAST PERFORMANCE IS NO INDICATION OF FUTURE RESULTS.

About Bay Point Advisors, LLC

Bay Point Advisors, LLC (“firm”) is a Florida Limited Liability Corporation (LLC) acting as the General Partner of the Bay Point Capital Partners, LP, a private domestic investment partnership domiciled in Delaware. The General Partner is led by an institutionally seasoned management team with 60+ years of combined experience managing income oriented mutual funds and institutional accounts. We seek to provide the private credit that growing businesses need to create jobs and make capital improvements.

James Kauffmann—President and Chief Investment Officer

◾ 25 years of experience designing and managing low volatility, income-oriented investment strategies for high net worth and institutional clients

◾ Won the Lipper Performance Achievement Award for managing the single best performing Intermediate Bond Fund in the U.S.

◾ Harvard University, MBA. Purdue University, BS, Industrial Management

Charles Andros—Partner and Portfolio Manager

◾ Over 10 years of experience as senior strategist, portfolio manager and trader across a variety of investment funds

◾ 15 years of experience as a senior trader for the proprietary trading firm ETG

◾ BBA in Economics from the University of Georgia

Greg Jacobs—CFA, Partner and Portfolio Manager

◾ 20 years of fixed income experience managing High Yield, Core, Core Plus and Absolute Return

◾ Managed $4 billion in dedicated high yield assets for institutional and insurance clients

◾ Chartered Financial Analyst

◾ University of Illinois, MBA. DePauw University, BA Economics

Cynthia Dempsey—CFA, CPA, Partner and Director of Investor Relations

◾ 15 years of experience designing and implementing investment strategies

◾ Prior experience includes roles with Citadel Investments, ING, Goldman Sachs and Calibre Financial Group

◾ Experience developing fixed income strategies and products

◾ Chartered Financial Analyst and Certified Public Accountant

◾ University of Alabama, BS Accounting

Investment Terms

Management Fee 1.5% (Institutional)/2.0% (Retail)

Performance Fee 15% (Institutional)/20% (Retail)

High-water Mark Yes

Lock-up One year

Redemption Policy Quarterly, with 30 days notice subject to manager’s discretion on available cash


Subsequent Minimum Investments $50,000

Legal, Accounting and Audit

Legal Counsel The Investment Law Group of Davis Gillett Mottern & Sims LLC

Administrator Trident Fund Services LLC

Auditor Joseph Decosimo and Company, PLLC

Disclaimer

THIS IS NOT AN OFFERING OR THE SOLICITATION OF AN OFFER TO PURCHASE AN INTEREST in the Bay Point Capital Partners LP (“Fund”). ANY SUCH OFFER OR SOLICITATION WILL ONLY BE MADE TO QUALIFIED purchasers BY MEANS OF A confidential private placement memorANDUM AND ONLY IN THOSE JURISDICTIONS WHERE PERMITTED BY LAW.

AN INVESTMENT IN THE FUND IS SPECULATIVE AND INVOLVES A HIGH DEGREE OF RISK. OPPORTUNITIES FOR WITHDRAWAl, REDEMPTION AND TRANSFERABILITY OF INTERESTS ARE RESTRICTED, SO INVESTORS MAY NOT HAVE ACCESS TO CAPITAL WHEN IT IS NEEDED. THERE IS NO SECONDARY MARKET FOR THE INTERESTS AND NONE IS EXPECTED TO DEVELOP.

THE FEES AND EXPENSES CHARGED IN CONNECTION WITH THIS INVESTMENT MAY BE HIGHER THAN THE FEES AND EXPENSES OF OTHER INVESTMENT ALTERNATIVES AND MAY OFFSET PROFITS. No assurance can be given that the investment objective will be achieved or that an investor will receive a return of all or part of his or her investment. investment results may vary substantially over any given time period.

* Performance data represents the performance of an individual separate account used to incubate the investment strategy described herein by Mr. Kauffmann using proprietary capital for the period of 12/31/11 through 2/14/13. All subsequent performance represents actual fund performance for a typical investor. The Proprietary Account is not subject to a management fee or performance allocation such as those to which the Fund is subject. Accordingly, the net returns presented above reflect the deduction of (i) an investment management fee equal to 1% per annum of each investor’s capital account balance, charged quarterly in advance, (ii) an annual performance allocation equal to 10% of all net profits allocated to each investor, subject to a high water mark and (iii) and other expenses (including brokerage expenses). During the time period shown, the Proprietary Account used only those investment strategies disclosed in the Fund’s confidential private placement memorandum, and there were no material market or economic conditions that affected the results portrayed. This investment strategy may involve above-average portfolio turnover which could negatively impact the after-tax gain experienced by an investor. The performance figures include the reinvestment of any dividends and other earnings as appropriate. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. All investments involve the risk of loss. No prospective investor should assume that the Fund’s performance will be profitable or equal that of the Proprietary Account.

A D V I S O R S , L L CBay Point


Branding financial investment companies—Bay Point Advisors, Spring 2016 2008–2016alpha LABC R E A T I V E E N E R G Y


June 2016

Bay Point Capital Partners, LP (a Delaware Limited Partnership)

3050 Peachtree Rd, Suite 2 Atlanta, GA 303055531 Cannes Circle, Suite 305 Sarasota, FL 34231 941-266-5480 404-963-6031 E-mail: [email protected]

8

© 2016. Bay Point Advisors, LLC. All Rights Reserved. Private and confidential, not for re-distribution.

The Opportunity

The monetary policies of the world’s central banks, coupled with regulatory and public market lending restrictions caused by the 2008 banking crisis, have created a void for small and mid-sized businesses seeking capital. At the same time individual investors have been unable to earn meaningful yields on conservatively invested funds. At Bay Point we invest in private debt by applying traditional lending expertise, as well as public debt due diligence techniques to generate high returns with limited risk.

Current Market Yields*

* Market yields as of September 2015

-10%

10%20%30%40%50%60%

80%70%

90%

0% 2% 4% 6% 8% 10% 12% 14% 16%

Bay Point Capital

High Yield Bond Index

Emerging Markets Bond Index

PowerShares Senior Loan Portfolio

Broad Market Bond Index

Municipal Bond Index

13.5%

8.74%

5.68%

6.73%

2.59%

2.11%

10

© 2016. Bay Point Advisors, LLC. All Rights Reserved. Private and confidential, not for re-distribution.

Strategy Overview

Our typical investment is a short-term, secured loan.

On average, we see about ten potential investment opportunities a month. Our team will conduct due diligence on 2 to 3 for potential investment.

We have an advantage over banks by being able to value collateral, negotiate flexible terms and close within a shorter time frame.

Tax Deeds$150,000

OutdoorAdvertising $2,000,000

ResidentialPre-sold Homes$250,000

-10%

10%20%30%40%50%60%

SizeSmaller loans not exceeding

5% of total fund assets

StructureLoans are collateralized by real assets and are

generally less than 1 year term

SourcesDeveloped network:

· Industry freelance experts· Referrals by other lenders· Boutique investment banks

70%

Loan Characteristics and Preferred Deal Sources

Recent Transactions




5531 Cannes Circle, Suite 305 Sarasota, FL 34231 3050 Peachtree Rd, Suite 2 Atlanta, GA 30305

404-963-6031 E-mail: [email protected]

5531 Cannes Circle, Suite 305Sarasota, FL 34231

Above, letterhead, business envelope and business card

Bay Point Advisors, LLC3050 Peachtree Rd, Suite 2Atlanta, GA 30305

Florida Office5531 Cannes Circle, Suite 305Sarasota, FL 34231

James KauffmannPresident,Chief Investment [email protected]



8 April 2016

Dear Mr. Investor,

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Sed et ipsum sit amet metus imperdiet malesuada. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; In ornare sapien quis enim viverra sollicitudin.

Praesent a sem et dolor luctus ullamcorper. Aliquam erat volutpat. Phasellus placerat tristique sem. Nulla cursus turpis vel mi. Vestibulum dui justo, pharetra id, ornare a, blandit et, augue. Pellentesque ut lacus at felis hendrerit molestie. Vestibulum ac lorem. Sed tellus magna, condimentum ac, iaculis eu, fermentum at, lacus.

Aenean magna mauris, interdum eget, cursus tempor, elementum quis, magna. Nullam sagittis rutrum lacus. Vestibulum imperdiet nisl sit amet turpis.

Duis blandit, urna ac ornare aliquam, ipsum nibh pretium pede, eu accumsan ligula felis vitae turpis. Duis mi. Phasellus interdum felis quis mauris. Aliquam congue nisl eget erat. Sed blandit lectus nec arcu. Nam malesuada. Nunc tincidunt.

Maecenas elementum nisi. Duis quis elit. Aliquam feugiat. Cras sed ante vel arcu interdum malesuada. Maecenas lorem purus, pulvinar in, elementum a, adipiscing vitae, diam. Etiam dignissim ligula. Nunc sed magna sed mi ornare nonummy. Quisque viverra auctor nisi. Sed pharetra metus sit amet purus. Ut posuere, sem et viverra porta, tellus felis auctor sem, vitae commodo nulla enim ac eros.

Nulla ipsum dolor, porttitor sit amet, sollicitudin ornare, feugiat viverra, metus. Praesent elit. Nullam vulputate lobortis sapien. Cras augue. Sed enim tortor, pharetra sed, porttitor quis, pharetra ut, sem. Fusce nonummy, diam sit amet rutrum suscipit, pede purus lobortis lectus, id luctus ipsum quam eu lorem.

Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos hymenaeos. Nullam sodales, augue vitae faucibus aliquam, eros lectus viverra augue, aliquam fermentum lectus arcu vestibulum enim. Integer luctus dictum sem.

Sincerely,

Jeffrey Finklestein



Responsive website design

Bay Point Advisors—Website design, concept presentation v1 6 July 2016

Strategy: Website design/build methodology using the SquareSpace platform

A D V I S O R S , L L CBay Point



BoostCapital

August 2013

Boost Capital, Inc.320 Chester Pike ◾ Norwood, Pennsylvania 19074Tel: 484.494.7366 ◾ Fax: 610.534.5134 ◾ Email: [email protected]

Limited use of leverageOur strategy only utilizes leverage to balance overall exposure. We never risk the use of leverage for the generation of short term results.

Diversification The Fund carefully purchases a diverse set of global commodities to diversify risk and opportunistically trade long term price trends.

Strong Risk Management The investment manager applies diligent risk manage-ment techniques to limit loss and protect investor principal.

Investment Strategy Highlights

Performance Attribution by Asset Class (August2013)

Manager Commentary

Boost Global Trend Fund, LP

Commodities beat bonds, stocks, and the US Dollar for the third month in a row, as the prospect of military strikes in Syria boosted oil and gold. We have been short gold for the past six months, but due to its recent move higher in August, our trading system exited the position, albeit for a large profit overall.

The area of greatest strength in our portfolio remains our short positions in 10-year Treasury bonds and Eurodollars, as interest rates continue to tick higher. Another highlight in August was our newly initiated long position in soybeans, as the market exploded higher. Crude oil also advanced significantly, reaching a fresh two-year high.

Moving forward, there may be increased volatility in September surrounding the non-farm payroll report and the subsequent Fed decision of whether or not to begin tapering its asset purchases. A slight change in central bank policy would be a welcome development, as it may kick-start some large currency trends, which have been non-existent for the past couple years (with the exception of the Japanese Yen).

Growth of $1000 vs Benchmarks

$500

$0

$1,000

$1,500

$2,000

$2,500

$3,000

$3,500

$4,000

$4,500

Aug Dec DecFeb

AprJun

AugOct

DecFeb

AprJun

AugOct

DecFeb

Diversified Trend I

AprJun

AugOct

DecFeb

Apr AugJunFeb

AprJun

AugOctOct

2008 2009 20112010 20132012

S&P 500 TR

Barclay BTOP 50

Monthly Returns of Diversified Trend I Program, Net of Fees

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD

2013 3.06% -11.29% -4.85% 6.81% 6.16% 9.39% -7.86% -0.48%2012 -3.36% 11.77% -1.92% -6.43% 14.64% -11.62% 10.47% 3.14% -2.98% -10.73% -1.82% 3.33% 0.55%2011 -0.68% 17.96% -0.64% 13.64% -17.32% -12.17% -0.82% 17.02% -5.19% -17.52% 1.42% -0.10% -11.66%2010 -8.60% -6.76% -2.73% -0.86% 0.50% 5.21% -16.18% -1.83% 32.45% 25.77% 0.88% 23.22% 48.06%2009 -12.39% 2.88% -6.39% -2.06% 38.15% -10.88% 1.53% 9.35% 2.85% -2.22% 27.13% -17.32% 19.38%2008 10.28% 0.78% 46.94% 5.64% -3.60% 66.29%

Diversified S&P BarclayPerformance and Risk Analysis Trend I 500 TR BTOP 50

Cumulative Return 159.80% 48.72% 1.22% Average Gain 12.15% 3.77% 1.28% Average Loss -6.75% -5.12% -1.49% Best Month 46.94% 10.93% 4.91% Worst Month -17.52% -16.80% -2.60% Sharpe (5% MAR) 0.51 0.26 -0.77 Sortino (5% MAR) 0.72 0.15 -0.98 Annualized Alpha — 35.42% 30.16% Correlation — -0.09 0.62 Annualized Rate of Return 21.04% 8.26% 0.48%

Food/Softs -0.74% Currencies -0.50% Energies 1.04% Grains 2.02% Financials 4.06% Metals -2.22%

◀ Benchmark comparisons are for informational purposes only and do not infer or guarantee outperformance. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

BoostCapital

Boost Capital, Inc.320 Chester Pike ◾ Norwood, Pennsylvania 19074Tel: 484.494.7366 ◾ Fax: 610.534.5134 ◾ Email: [email protected]

About Boost Capital, Inc.

Boost Capital, Inc. is a Pennsylvania corporation and General Partner of Boost Capital Global Trend Fund, LP. The General Partner is registered with the Commodity Futures Trading Commission as a commodity trading advisor (CTA) and commodity pool operator (CPO)

The managing partners of Boost Capital, Inc. are Dan Bove and Lori Pavlini. Mr. Bove and Ms. Pavlini are responsible for marketing and client operations. Donald Wieczorek, currently serves as the investment manager to Boost Global Trend Fund, LP and is the founder of Purple Valley Capital, located in Jacksonville, Florida.

At Boost Capital, Inc, we encourage open and trans-parent communication with all our investors. We are committed to providing world-class client service and employ independent third-party professionals in the areas of trade execution, legal counsel, administration and audit.

Investment Terms

Fund Strategy Diversified Futures Strategy

Account Structure Limited Partnership


Additional Investments $50,000, accepted monthly

Lock-up None

Redemptions/Withdrawals Monthly with 5 days notice

Management Fee 2.00% annually

Incentive Allocation 20% of net profits, subject to high-water mark

Legal, Administrative, Accounting & Custody

Futures Clearing Merchant Tradestation Securities Inc.

Custodian Bank of America

Legal Counsel The Investment Law Group of Gillett Mottern & Walker LLP

Fund Administrator Absolute Fund Administration

Auditor Michael Coglianese CPA, P.C.

THIS IS NOT AN OFFERING OR THE SOLICITATION OF AN OFFER TO PURCHASE AN INTEREST IN BOOST GLOBAL TREND FUND, LP (THE “FUND”). ANY SUCH OFFER OR SOLICITATION WILL ONLY BE MADE TO QUALIFIED INVES-TORS BY MEANS OF A CONFIDENTIAL PRIVATE PLACEMENT MEMORANDUM AND ONLY IN THOSE JURISDIC-TIONS WHERE PERMITTED BY LAW.

AN INVESTMENT IN THE FUND IS SPECULATIVE AND INVOLVES A HIGH DEGREE OF RISK. OPPORTUNITIES FOR WITHDRAWAL, REDEMPTION AND TRANSFERABILITY OF INTERESTS ARE RESTRICTED, SO INVESTORS MAY NOT HAVE ACCESS TO CAPITAL WHEN IT IS NEEDED. THERE IS NO SECONDARY MARKET FOR THE INTERESTS AND NONE IS EXPECTED TO DEVELOP.

THE FEES AND EXPENSES CHARGED IN CONNECTION WITH THIS INVESTMENT MAY BE HIGHER THAN THE FEES AND EXPENSES OF OTHER INVESTMENT ALTERNATIVES AND MAY OFFSET PROFITS. NO ASSURANCE CAN BE GIVEN THAT THE INVESTMENT OBJECTIVE WILL BE ACHIEVED OR THAT AN INVESTOR WILL RECEIVE A RETURN OF ALL OR PART OF HIS OR HER INVESTMENT. INVESTMENT RESULTS MAY VARY SUBSTANTIALLY OVER ANY GIVEN TIME PERIOD.

The performance data represents the performance of the Diversified Trend I Program, a futures trading program managed by the Fund’s investment manager, Purple Valley Capital, Inc. The results reflect the deduction of: (i) an annual asset management fee of 2%, charged monthly; (ii) a performance allocation of 20%, taken monthly, subject to a high water mark; and (iii) transaction fees and other expenses incurred. Results are compared to the performance of the S&P 500 Total Return Index and the Barclay Hedge, Ltd. BTOP50 Index (together the “Comparative Indexes”) for informational purposes only. The Fund’s investment program does not mirror any of the Comparative Indexes and the volatility of the Fund’s investment program may be materially different. The per-formance figures include the reinvestment of any dividends and other earnings, as appropriate. The perfor-mance of the Comparative Indexes was obtained from published sources believed to be reliable, but which are not warranted as to accuracy or completeness. All investments involve risk, including the loss of principal.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.


BoostCapital

BoostCapital

BoostCapital

BoostCapital

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Boost Global Trend Fund, LPNFA Member and Registered Commodity Pool

BoostCapital

BoostCapital

Boost Capital, Inc.320 Chester Pike ◾ Norwood, Pennsylvania 19074Tel: 610-636-7102 ◾ Fax: 610-534-5134 ◾ Email: [email protected]

Benefits of Managed Futures

Trade in any Market Environment

Funds structured as CPO’s and CTA’s are capable of taking advantage of different market conditions and are not dependent upon bullish, bearish or periods of high or low volatility. They serve as a source of liquid, transparent returns not typically associated with traditional or alternative investments.

The table shows the outperformance of the Barclay BTOP 50 Index versus the performance of the S&P 500 during the last decade of 2000 to 2010.

Barclay BTOP 50 vs. S&P 500 Total Return

96.23%

4.57%

Jan 04

Barclay BTOP 50 Index

Source: Barclay Hedge

Aug 04 Mar 05 Oct 05 May 06 Dec 06 Jul 07 Feb 08 Sep 08 Apr 09 Nov 09 Jun 10 Jan 11 Aug 11 Mar 12 Oct 12 May 13 Dec 13 Jul 14

120.00%

100.00%

80.00%

60.00%

40.00%

20.00%

0.00%

-20.00%

-40.00%

-60.00%

S&P 500 TR

Reduce Risk GreaterDiversification Trade any Market

Annualized Alpha and Worst Month Analysis

Diversified Trend Program and Five Worst S&P 500 Months Annualized Alpha of Diversified Trend I

Oct 08

Boost to Diversified Trend I

Feb 09 Sep 09 Jan 09 May 10-20.00%

-10.00%

0.00%

10.00%

20.00%

30.00%

40.00%

50.00%

60.00% 70.00%

60.00%

50.00%

40.00%

30.00%

20.00%

10.00%

0.00%S&P 500 TR

44.09%

34.92%

59.26%

41.84%

BarclayBTOP 50

Barclays AggregateBond Index

MSCIWorld Index

S&P 500 TRBarclay BTOP 50

PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.


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Fund Overview

The objective of the CRA Affordable Housing Fund, LLC (“Fund”) is to generate income and to assist in satisfying financial institutions Community Reinvestment Act requirements; by directly investing in affordable multifamily housing. The Fund will seek cash on cash returns, paying quarterly returns to the investors. The Fund seeks to provide financial institutions a unique investment, which is responsive to the needs of the community.

Acquired properties may still be within the original compliance period of 15 years, however; the Fund will also invest in affordable properties past the 15 year period. All of the investments will qualify for CRA Community Development investments. Many of the investments will have deed covenants mandating affordability. The size of the acquired developments will be in proportion to the markets they serve. The fund investment duration is 3 to 5 years (compared to 15 year LIHTC).

About PHG Financial, LLC

PHG Financial, LLC is Michigan Limited Liability Company (LLC) acting as the Managing Member of the CRA Affordable Housing Fund, LLC, a private investment registered in Delaware.

The Managing Member is led by a Gerald Haan, an experienced real estate professional with more than 20+ years’ experience. The Managing Member is experienced in affordable housing, syndication, and compliance. The firm offers the CRA Affordable Housing Fund, LLC to financial institutions.

PHG Financial, LLC ▪ Office: 312-637-5673 ▪ [email protected]

Complex

◾◾ Determined to be a Complex Investment due to compliance, rent restrictions, and state reporting regulations

◾◾ Fund manager is experienced tax credit developer and property manager with a successful track record of affordable LIHTC development and property management

Responsive

◾◾ Fund’s objective is responsive to communities by preserving affordable housing

Innovative

◾◾ 5 years term allows investors to recirculate their CRA investments

◾◾ PHG Financial; CRA Affordable Housing Fund is a pioneer in year 15 Funds

◾◾ Investors’ yield is not dependent on Federal Corporate tax rates

◾◾ No complex tax Accounting; straightforward real estate equity fund

◾◾ Investors are paid quarterly

Phoenix Holding Group PHG Financial PHG Financial

CRA Affordable Housing Fund

The CRA Affordable Housing Fund, LP invests in affordable multifamily properties, constructing a stable portfolio of income producing real estate assets.

Summary

CRA Affordable Housing Fund Advantages

Investment Terms

Account Structure Limited Liability Company

Investor Status Qualified Investor or Qualified Purchaser


Management Fee 1.50%

Incentive Allocation Tiered incentive allocation

Lock-up 5 years

Acquisition Fee 1%

Disposition Fee TBD

Preferred Annual Distribution 5% annually

Legal, Administrative, Accounting & Custody

At PHG Financial, we encourage open and transparent communication with each of our clients. As part of this commitment we employ independent third-party professionals in the areas of fund accounting, administration, custody, and legal counsel.

Legal Barnes and Thornburg LLP

Administration Northern Trust Bank

Bank/Custody TBD

Auditor Plante Moran

Disclaimer

THIS IS NOT AN OFFERING OR THE SOLICITATION OF AN OFFER TO PURCHASE AN INTEREST IN CRA AFFORDABLE HOUSING FUND, LLC (THE “FUND”). ANY SUCH OFFER OR SOLICITATION WILL ONLY BE MADE TO QUALIFIED INVESTORS BY MEANS OF A CONFIDENTIAL OFFERING MEMORANDUM AND ONLY IN THOSE JURISDICTIONS WHERE PERMITTED BY LAW.

AN INVESTMENT IN THE FUND IS SPECULATIVE AND INVOLVES A HIGH DEGREE OF RISK. OPPORTUNITIES FOR WITHDRAWAL, REDEMPTION AND TRANSFERABILITY OF INTERESTS ARE RESTRICTED, SO INVESTORS MAY NOT HAVE ACCESS TO CAPITAL WHEN IT IS NEEDED. THERE IS NO SECONDARY MARKET FOR THE INTERESTS AND NONE IS EXPECTED TO DEVELOP.

THE FEES AND EXPENSES CHARGED IN CONNECTION WITH THIS INVESTMENT MAY BE HIGHER THAN THE FEES AND EXPENSES OF OTHER INVESTMENT ALTERNATIVES AND MAY OFFSET PROFITS. NO ASSURANCE CAN BE GIVEN THAT THE INVESTMENT OBJECTIVE WILL BE ACHIEVED OR THAT AN INVESTOR WILL RECEIVE A RETURN OF ALL OR PART OF HIS OR HER INVESTMENT. INVESTMENT RESULTS MAY VARY SUBSTANTIALLY OVER ANY GIVEN TIME PERIOD.



Mid-West:Harris Bank Building115 S. LaSalle Street, Suite 2600Chicago, IL 60603

Western Office: 11811 N. Tatum Blvd., Suite 1081Phoenix, AZ 85028

Gerald Haan Phone: 312-637-5673Email: [email protected]

Paul HenleyPhone: 312-637-5674Email: [email protected]

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/Financial

Phoenix Holding Group PHG Financial PHG FinancialCRA Affordable Housing Fund

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Phoenix Holding Group PHG Financial PHG FinancialCRA Affordable Housing Fund

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CRA Affordable Housing Fund Presentation

Mid-WestHarris Bank Building115 S. LaSalle Street, Suite 2600Chicago, IL 60603

Phone: 312-637-5673

Email: [email protected]

Western Office 11811 N. Tatum Blvd., Suite 1081Phoenix, AZ 85028

CRA Affordable Housing Fund, LLCProviding Banking institutions an alternative in Community Development Investing

8

© 2015, PHG Financial, LLC. All Rights Reserved. Private and confidential, not for re-distribution.



PresentationLow Income Housing Tax Credit Partnership vs. CRA Affordable Housing Fund

The CRA Affordable Housing Fund offers a more straightforward alternative to Low Income Housing Tax Credit (LIHTC) Partnerships.

vsCRA Affordable Housing Fund3 to 5 year investment duration

Cash on Cash returnAttractive time adjusted returns

Potential for investor participation in Community Development DebtAll investments will qualify as CRA investments

No construction, rent-up, or recapture risk

LIHTC Partnership10+ year investment durationTax credits and lossesComplicated tax structure and regulationsSome investments may qualify as CRA investmentsConstruction, rent-up, and recapture risk

4

© 2015, PHG Financial, LLC. All Rights Reserved. Private and confidential, not for re-distribution.



Presentation

About PHG Financial, LLC

PHG Financial, LLC (“Firm”) is a Michigan Limited Liability Company with offices in Chicago, Illinois and Phoenix, Arizona. The firm leverages over 20 years of experience in LIHTC development and property management to offer financial institutions a complex, responsive, and innovative solution to satisfy Community Reinvestment Act requirements.

Our flagship Fund, the CRA Affordable Housing Fund, LLC is a unique offering with shorter average lock-up periods allowing financial institutions the ability to recirculate CRA investments in 3 to 5 years, rather than 10 to 15 years.

PHG Financial, LLC is led by Gerald Haan, an experienced tax credit developer with a successful track record of affordable property development and property management.


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Synergy Alliance Capital LLCNapa Valley, California

Email: [email protected] Phone: (844) CAL-VINE

Growing demand for premium

wines and high-end vineyards

is being driven by a few long-

term markets trends that are not

expected to slow any time soon.

◾ Demographics: Aging baby boomers in their 50s and 60s when per capita wine consumption is at its highest. Millennials are adopting wine consumption earlier and faster than any prior age group.

◾ Cultural Trends: The U.S. has become increasingly a wine drinking culture driven by its perceived health benefits from moderate consumption.

◾ Distribution: Internet commerce and changes in law permit direct-to consumer sales, while horizontal expansion of traditional retail outlets such as Starbucks and Walgreens makes wine more readily available to consumers.

Fewer high-quality vineyards, growing global consumer demand, and a low supply of quality grapes has created a unique opportunity for experienced, savvy investors to cherrypick vineyards that have the greatest potential to take advantage of long-term trends.

CalVine Fund I : Acquisition Strategy and Investment Objective

The CalVine Fund I LP (“Fund,” “Partnership”) seeks to generate superior risk-adjusted returns in the range of 10% to 14% by acquiring primarily underperforming or undervalued premium mature vineyards in California and Oregon that are or have the potential to produce the highest quality grapes that demand the highest prices in the market. The Fund may also make opportunistic investments in select development opportunities on land parcels with the

potential to create new premium vineyards based on the high quality of the location and the soil that can be cultivated into growing the very best grapes. The Fund intends to identify these properties by partnering with strategic partners such as Atlas Vineyard Management, Inc. that have the knowledge, experience and network to identify and source a few premier vineyards that offer the highest potential for improvement and revenue growth as well as high potential land for new developments. The portfolio of vineyard properties is expected to generate both income and capital appreciation throughout the term of the Partnership.

About Synergy Alliance Capital LLC

Synergy Alliance Capital LLC (“firm”) is a California Limited Liability Corporation (LLC) that will act as the General Partner of the CalVine Fund I LP, a private domestic investment partnership domiciled in Delaware. The newly formed General Partner is led by Principals Joseph Antonio (Tony) Belli,

John Christian Erbland and David Pegler. The firm offers it’s Fund to qualified and accredited domestic investors, institutions and family offices.

Synergy Alliance Capital LLC provides transparent communication with all our investors. We will employ institutional quality, independent third-party professionals in the areas of fund administration, audit, tax and legal counsel.

April 2014

SYN002_Synergy Summary Design v5_15MAY14.indd 1 5/15/14 8:39 PM

Synergy Alliance Capital LLCNapa Valley, California

Email: [email protected] Phone: (844) CAL-VINE

Management Team

Joseph Antonio (Tony) Belli – PrincipalMr. Joseph Antonio (Tony) Belli has more than a decade of experience as a real estate broker and commercial real estate program manager. As the owner/broker of NorCal-Bay Realty, he has been responsible for closing more than $10 million in vineyard investments on behalf of vineyard management clients. His experience includes negotiating leases and acquisitions, design and construction and property management on behalf of a premier professional services firm. Prior to his professional real estate career, Mr. Belli served as a pilot in the U.S. Air Force for fourteen years. Mr. Belli earned a Bachelor of Science degree in Mechanical Engineering from the

University of California, Berkeley and an MBA in finance from Kaplan University. He has been a licensed real estate broker since 2003.

John Christian Erbland – PrincipalMr. John “Christian” Erbland is a seasoned realtor on the NorCal-Bay Realty team who will, among other things, assist the Partnership with acquisition due diligence and post-acquisition maintenance and management. His prior experience includes several years in account management and service in the areas of commercial and industrial building trades.

David Pegler –PrincipalMr. David Pegler is an experienced accounting and financial services professional with particular experience with cost accounting,

budgeting, foreign exchange trading, and valuation. In addition to his interest in real estate investments, Mr. Pegler actively manages a foreign currency trading and hedging portfolio on behalf of import/export institutional companies and investors. Prior to joining the real estate team at NorCal Realty, he spent several years overseeing the accounting functions for PKA, Inc., a property development firm, and served four years in the U.S. Army. Mr. Pegler began his career in a support role assisting senior audit professionals at Ernst & Young. He earned a Bachelor of Science in accounting at the University of South Africa and holds series 3 and 34 licenses with the National Futures Association (NFA).

Investment Terms

Management Fee 2.0% annually

Preferred Return to Limited Partners 8% annually

Incentive Allocation 20%/80% above preferred annual LP return

Partnership Term Six years*

Clawback Yes


Subsequent Minimum Investments $100,000

*(One additional by GP in its sole discretion and thereafter with 60% partnership approval)

Legal, Accounting and Audit

Legal Counsel The Investment Law Group of Davis Gillett Mottern & Sims LLC

Administrator TBD

Auditor TBD

Custodian TBD

Disclaimer

THIS DOCUMENT IS NOT AN OFFER TO SELL OR THE SOLICITATION OF AN OFFER TO BUY SHARES OF ANY INVESTMENT. AN OFFERING OF INTERESTS WILL BE MADE ONLY BY MEANS OF A CONFIDENTIAL PRIVATE PLACEMENT MEMORANDUM AND ONLY TO QUALIFIED INVESTORS IN JURISDICTIONS WHERE PERMITTED BY LAW. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE PERFORMANCE.

An investment in the proposed fund is speculative and involves a high degree of risk. The fund will have substantial limitations on investors’ ability to redeem or transfer their shares, and no secondary market for the fund’s shares exists or will develop. All of these risks, and other important risks, are described in detail in the fund’s confidential private placement memorandum. Prospective investors are strongly urged to review this confidential private placement memorandum carefully and consult with their own financial, legal and tax advisors, before investing. The target returns described herein should not be regarded as a representation or guarantee that the fund or any specific investment will reflect any particular performance or that it will achieve or is likely to achieve any particular result or that investors will be able to avoid losses, including total losses of their investment. Certain information contained herein has been supplied to synergy alliance capital llc by third parties. While synergy alliance capital llc believes such sources are reliable, it cannot guarantee the accuracy of any such information and does not represent that such information is accurate or complete.

SYN002_Synergy Summary Design v5_15MAY14.indd 2 5/15/14 8:39 PM

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Calvine Fund I LPNapa Valley, CaliforniaEmail: [email protected] Phone: (844) CAL-VINE

www.synergyalliancecapital.com

SynergyAlliance Capital

Investment strategies presentation May 2014

4

SynergyAlliance Capital Investment strategies presentation May 2014

© Synergy Alliance Capital LLC – All Rights Reserved – Confidential – Not intended for redistribution

About Synergy Alliance Capital

Synergy Alliance Capital LLC (“firm”) is a California Limited Liability Corporation (LLC) that will act as the General Partner of the CalVine Fund I LP, a private domestic investment partnership domiciled in Delaware. The newly formed General Partner is led by Principals Joseph Antonio (Tony) Belli, John Christian Erbland and David Pegler. The firm offers it’s Fund to qualified and accredited domestic and international investors, institutions and family offices.

The proposed Fund, the CalVine Fund I LP (“Fund,” “Partnership”) seeks to generate superior risk-adjusted returns in the range of 10% to 14% by acquiring underperforming or undervalued premium mature vineyards in California and Oregon that are or have the potential to produce the highest quality grapes that demand the highest prices in the market.

10

SynergyAlliance Capital Investment strategies presentation May 2014

© Synergy Alliance Capital LLC – All Rights Reserved – Confidential – Not intended for redistribution

Opportunity

◾ High-end wine grapes are not a commodity. Not all grapes are created equal.

◾ The vineyard is the key determinant of wine quality

◾ High-end vineyards are a scarce and disappearing resource in the fine wine supply chain

◾ Wineries recognize the difference between average grapes and the best grapes. High-end wineries pay premium prices for the high quality grapes they require

◾ High-end vineyard land is a finite and rapidly disappearing real estate asset

◾ Barriers to new development (water, environmental regulation) are growing

◾ No new net acres of high-end vineyards in US in last 7 years

◾ High-end vineyard supply cannot keep pace with demand

◾ The finite, disappearing commodity that is high-end vineyards will eventually drive prices higher for this in demand real estate property.

◾ Climate ◾ Soil

Undeveloped land Developable high-end vineyard land

Required factors Limiting factors

Physical

◾ Micro-climate ◾ Slope ◾ Water access

Regulatory

◾ Zoning ◾ Ability to obtain permits ◾ Cost of compliance

Economics / logistics

◾ Competing uses ◾ Cost to acquire

and develop ◾ Location / ease of

transport to wineries


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