scott ferguson alternative funding briefing
TRANSCRIPT
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Scott FergusonMillennial Capital ManagementEmail: [email protected]: 480-331-1379www.MillennialCapitalManagement.com
Alternative Investment Experts
‘Secrets of Raising Cash’
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What is Alternative Financing/Investing?
Highly Regulated
Bonds
Rigid
One Size Fits All
Volatile
UninsuredU
NFA
IR
FAST
Wall Street
Frus
trat
ing
Reta
il
Har
d
InconsistentComplicatedCD’s
BrokersPublicZero Sum Game
Competitive
Risky
Fees
StocksBanks
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4Investment
Types
Growth• Stocks• Mutual Funds• ETF’s
7
Income Income
Growth
Investing Simplified
Wall Street / Bank Alternative
$
#• CD’s• Bonds• Savings Accounts• Annuities
• Real Estate• Metals• Collectibles• Private Equity
• Private Lending• Factoring• Oil/Gas• Real Estate
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Bond Private Lending
Borrower Sets the termsIn a default, bond is worthlessNo collateralNo InsuranceNo ControlGuarantee depending on issuerAs value goes up income goes down
Lender sets the termsIn a default, property is worth the sameExcess collateralProperty/Collateral is InsuredLender has ControlCollateral and Insurance guaranteeAs value goes up income remains same
What is the fastest way to make a Bond more risky?
#Bond vs. Private Lending
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Small Cap14%
Large Cap29%International
14%
Index Fund14%
Bond Fund7%
Growth Mutual
Fund14%
Emerging Market Funds 7%
Traditional Thinking
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4Investment
Types
Growth• Stocks• Mutual Funds• ETF’s
7
Income Income
Growth
Wall Street / Bank Alternative
$
#• CD’s• Bonds• Savings Accounts• Annuities
• Real Estate• Metals• Collectibles• Private Equity
• Private Lending• Factoring• Oil/Gas• Real Estate
Lack of Diversification
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A Better Way
Full Value of Home $500,000
Our Investment $325,000 or 65% LTV
Why is it Safe?• Principle 100% Insured • No Tenant liability• Sell at a discount without
out sacrificing principle• Low Price Volatility• Down Side Price
Protection35% Protective Equity$175,000 “Cushion”
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1
2
3
4
5
0.00% 2.00% 4.00% 6.00% 8.00% 10.00% 12.00%
0.10%
0.50%
3.0%-4.0%
3.15%
8%-12%Private Lending
Bonds
Dividend Paying Stocks
CD’s
Savings
Compare Performance
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Trait Savings CD Dividend Stocks
Bonds Stocks Real Estate
Private Lending
Sufficient Income No No No No No Possibly Yes
Principle Guaranteed Yes Yes No Yes* No No Yes*
Downside Principle Protection
Yes Yes No No No No Yes
Keeps up with Inflation
No No No No Possibly Possibly Yes
Growth No No Possibly No Yes Yes Yes*Works with OPM No No No No Possibly Yes Yes
Investment Vehicle Traits
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What do the Wealthy Do?
Top Reasons• Diversification• Protecting Principle• Better Returns
Focus on Income over Growth
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Most Successful Business Model in History
Banking
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Scott FergusonMillennial Capital ManagementEmail: [email protected]: 480-331-1379www.MillennialCapitalManagement.com
Alternative Investment Experts
Questions