How to calculate ROI, mortgage payments, risk and return to compare investments, understand how Interest Rates affect home prices, and other personally applicable financial concepts.

1. We donot sell packagedfinancial productsoffered bylarge publicsecuritiesdealersand brokers.
Our fundsconstructstrategicpartnershipswith private companies thatpossessinbornecompetitive
advantage;whose revenuestreamshave low-to-nocorrelationwiththe stockmarket.
 Thiscreateslayereddiversification,witheconomiesof scale.
Our fundsprovide awayfor private investorstotapinto highgrowthand highbarrier-to-entry
revenue streams,previouslyonlyavailabletoinstitutional investors.
 95% of our strategicpartners,are memberinvestorsinourfundportfolio.
Our portfolio fundcanbe bought and sold bymemberinvestorsandtheir namedheirsatparvalues
that increase inperpetuity.Thisallowsforhighliquidityof shares,whileatthe same time,loweringthe
probabilityof downmovesinshare valuestonearzero.
 Thisis possible because the parvalue of sharesisdeemedbythe fundportfoliomanager,who
retainsthe rightof firstrefusal tobuythe sharesat par value atany pointintime;
 a shareholdercanneverbe forcedtosell theirshares
 if an ownerisgoingto sell,the portfoliomanagerhasfirstbid;
 the portfoliomanagerwill neversetthe parvalue of the shareslowerthanany previousyear’s
par value;
 the fundmanagermust buyany sharesofferedatpar value – after24 monthsfromany
shareholder’spurchase date.
Thisproprietary model maynotbe revolutionarytoinstitutional funds.However,the private market
has few-to-nocomparable investmentvehicles.
Thisbusinessmodel startswith 3things:
1. Private capital frommemberinvestors.
2. Private firmsinsectorswithhigh-growthandhighbarrier-to-entry revenuestreamsthatare
non-correlatedtoeachother,northe stock market.
3. Integratedeconomiesof scale inproprietarycorporate strategy,assetmanagement,andonline
marketing.

2. Private firms(strategicpartners) are continuouslyaddedto the familyof fundsovertime.Duration
matchingisappliedto exploitreturn-maximizingleverage with minimal risk.Categorizationbyindustry
isnot necessaryaseach firmpartneredwithisstrategicallyselectedbasedontheirrevenuestreams
havinglowto nomutual correlation,norcorrelationwiththe stockmarket.
 Leverage isadded at keypointson an individual firmbasis –basedon timingof cash flows
for lowestcostof debt – whenthe time isrightto place cheapdebton matured income
streams.
 Leverage ispropagatedthroughoutthe fundproperly.Allowingforshare par-valuestobe
maintainedyear-over-yearbythe fundmanager;throughthe abilitytobuy-backshares with
lowafter-tax costdebtsecuredbysolid,diversified,privatecapital incomeand gains.
 Thisgivesthe fundandshareholders, maximizedcash-on-cashreturn,with the leastpossible
risk.
All thisaffordsaninvestorthe bestof all worlds:
 access to private equitygrowthand highbarrier-to-entry revenue streams
 passive investmentinliquidanddiversifiedrevenue streams
 investmentinthe bestpossibilityof highlong-termreturns
 passive income; directdepositmonthly dividendchecks
 optiontoauto re-investdividendstomaximize longtermtotal return
 optionfortax deferredretirementcontributions withmonth-to-monthcontribution
amountsfromemploymentincome thatcanbe adjustedonthe fly – as adaptable asyou
want
 the abilityto sell sharesatany time after24 monthsof ownership;optionalityof repeatedly
takingcapital gains to coverlife expensesandopportunitiesalongthe way

3. For Investors
 If you are an investorandwouldlike more information,pleasecontact a Lee ChristianCapital
representative today.
For WealthManagers
 If you are a wealthmanagerlookingfor the bestpossible alternative investmentsforyour
clients,pleasecontacta Lee ChristianCapital representativetoday.
For Employers
 If you are an employerlookingforanall-in-onesolutionforyourcompany’s retirementplan
setupandmanagement,please contactaLee ChristianCapital representativetoday.
For BusinessOwners lookingtoPartner
 If you are a business ownerandwouldliketodiscuss valuationanalysisand potential strategic
partnership,pleasecontact a Lee ChristianCapital representative today. Whetheryou’re looking
to scale yourbusiness,orsimplytapamassedequity,we maybe able tohelp.