Emanuel Arruda - Core Values & Capital Value

Everyone has equal value

Learn. Earn. Live. Give.™ Member-Partnership
Intergenerational Wealth™

Positive Interdependence
Our Credo
Core Values
& Opportunity
Capital Value

1

Emanuel Arruda
LEAGUE Financial Partners
Co-Founder and Co-Chair

Zero to
$1,250,000,000
in 6 years.

Zero to
$1,250,000,000
in 6 years.
How??

...by turning core values
into capital value.

It began with an ending...

Razing the house
to build a cathedral.

The power of partnership
Alignment of values and interests

Opportunity knocks.

Meet our Sales Department
The Blue Book of Real Estate Syndication

A filter, not a dragnet.

Our Credo
The core values and guiding principles through which we fulfill our purpose

Our Credo
The core values and guiding principles through which we fulfill our purpose

Investments & Services Member-Partnership Means Friendship
Information & Communication
of creating 11. WE BELIEV E that Member-Partnership and friendship with our
6. WE BELIEV E that investments in real estate are the surest means brings incalculable rewards to all. Thus, we will continually
investors 16. WE BELIEV E that as leaders in the investment community we
Intergenerational Wealth™, and that the safest and most reliable means of invite new friends to must operate
become members with us in LEAGUE, and partner with them, our business affairs with transparency, and in the light of
like-minded Member- accurate knowledge.
achieving this goal is through syndicated investments with such that our motives We will continually strive to keep our Member-Partners
are always aligned. United by this philosophy of positive
Partners. Therefore, we will continually provide opportunities for Member- interdependence, we will that affect the value of their investment, and do so in a
informed of all matters
red to maximize and reach ever-greater goals, confident that we share the same manner that is clear, fair,
Partnership within a comprehensive framework structu concerns, interests, and truthful, timely, and complete.
generations. aspirations.
protect family wealth through succeeding
t goals, we 12. WE BELIEV E that with each investment we initiate and each new 17. WE BELIEV E that along with a foundation of unshakable trust,
7. WE BELIEV E that, for our Member-Partners to reach their highes Partner we help to achieve Intergenerational Wealth™, we
Member- Partnerships require ongoing up-to-date information and
strong Member-
third-party consultants education. To assist our
must offer them the advice and services of in-house and add strength to the
The Core Values, Guiding Principles, and Ethical Standards of the highest calibre. Respected professionals, equipped
with special knowledge fabric of our free society. Through such proliferation of endurin
g familial wealth
Member-Partners in reaching their goals, we will continu
ally develop, provide, and
recommend materials, systems, and services that will help
& Practices Through Which We Will Fulfil Our Purpose our Member-Partners with specific solutions to their — of values, traditions and capital — society as a whole them understand and
and experience, will provide may be improved as future differentiate among the investment opportunities availab
te integrity. generations of our families are afforded the freedom to le to them.
individual needs promptly, objectively, and with comple devote their time and
unique talents to vocations or pursuits that they enjoy, provide
d. personal fulfilment, 18. WE BELIEV E that informed Member-Partners can be relied upon
8. WE BELIEV E that every investment project we initiate must succee and through which they may contribute to the betterment
of humanity; and finally, investment decisions quickly and independently when they
to make their
Accordingly, we will not engage in any activities that lie outside the competence of take it upon themselves to purposefully train up their childre are presented with all
Performance & Leadership our acquisition and management teams, nor will we begin
acquisition procedures do the same.
n and grandchildren to the necessary facts. To that end, we will present all our investm
factually and plainly. In this light, Member-Partners can
ent opportunities
to it in all our te, acquire, and continuously weigh for themselves the
1. WE BELIEV E in the primacy of the ‘golden rule’ and will adhere until we are fully confident in our abilities to negotia
13. WE BELIEV E that investing together with a harmonious group merits of each investment.
pursuits. In all our intentions and activities we espouse this tenet: We will do for manage the property profitably. of experts and
friends makes our investments all the more stable, secure,
others as we would have them do for us. and, just as importantly,
is no place for
9. WE BELIEV E that, in the sphere of professional investing, there enjoyable. Thus, we shall reserve the right to select, accept
and retain only like- Conscientious Investing
followers. We many Member-Partners who
2. WE BELIEV E that in all things we must be the leaders and not the guessing. Ever mindful of our fiduciary duty to our minded, like-tempered, and well-reputed individuals into
our group, whose 19. WE BELIEV E that an honest profit must rest as comfortably on
measured, continually evolving and worth to our care, we will
will set the standard against which all others are have committed significantly large portions of their net characters and ideals harmonize with our own. We will do
this with the aim of the conscience
us.
seeking to surpass our latest levels of accomplishment. To
lead effectively, we must be never unduly risk losing either their invested capital or their confidence in constantly cultivating a harmonious environment in which
to achieve, while avoiding
as it does on the pocketbook.
When
bold, prudent, and above all, free from the fear of making an honest mistake. our
distractions or interruptions to our ongoing business operati
ons. When making our 20. WE BELIEV E that having a safe and pleasant place to live, work,
mistakes are made we will acknowledge them openly, correct them immediately, and 10. WE BELIEV E that remuneration should be linked to results. Thus, selections we shall not discriminate against any person becaus shop and relax
value we create in e of age, race, gender, is a form of wealth that no human being should be denied
from the experience. remuneration will be linked to the increase in income and disability, religious or spiritual beliefs, familial status, or nationa . It is the very foundation
look upon each as an opportunity to gain valuable lessons l origin.
our investments, the resources we expend to acquire them, and the risk and of a vibrant, healthy society. Therefore, we will continually
strive to make the
and men of 14. WE BELIEV E that everyone has equal value, even if they don’t have properties under our care rate best in their class. It is our
3. WE BELIEV E that as leaders we must be right-thinking women responsibility we assume in managing them. equal wealth. improvements to the properties and thus enhance the lives
aim to effect significant
inviolable integrity and sound precepts. It is for every one of us to make absolutely and businesses of the
rooted in the foremost 15. WE BELIEV E our membership is comprised of extraordinary individ clients that occupy them; the surrounding communities;
sure that whatever we do, that our words and deeds are who are deserving of respect. We respect them foremost
uals and the environment in
our which these communities co-exist.
precepts of ethics — even when we are our only witness. Let us always keep for the effort, care, and
no offer nor promise that restraint it took to produce, accumulate and save their investm
word: Let our yes be yes, let our no be no, and let us make their capital entrusted to our care, we will manage it with
ent capital. Having 21. WE BELIEV E that there are certain tasks that no conscientious
investor may
lies outside our domain, or which we know we cannot fulfil. their behalf.
exceptional ability on shirk. We will do our part to ensure that future generations
inherit from us a world
of trust. Any that is cleaner, safer and happier than the one we know
4. WE BELIEV E that our word is our bond; it must always be worthy now. To these ends, we
will continually invest a portion of our time, our expertise
only by telephone; one who
person who does not keep his word, even though given and our capital in the
wilfully misrepresents or improvement of the quality of human life by partnering
seeks to evade a contract on some technicality; or who with select individuals and
we will have nothing more organizations whose vision and values align with our own,
outright lies, will not be tolerated, and once found out, whose financial motives
and practices are sound. Through LEAGUE’s charitable founda
to do with. tion, we will empower
and encourage our Member-Partners to do the same.
duty to protect
5. WE BELIEV E that it is our ethical obligation as well as our lawful
vigorously defend our
our interests and the investments we administer. We will
we will
concerns on behalf of all those who depend on us, and when doing so,
retain the best-qualified professional counsel and legal representation required to
guarantee a just result. 35 36
34 37

Our Coat of Arms
The iconic representation of Our Credo

Our Success Strategies
Three Positively-Interdependent Principles:


1.Give value first.
• The Blue Book of Real Estate Syndication
• The LEAGUE Integrity Guarantee


1.Give value first.
2. Partner with only the best of the best.
• Lawyers, Accountants, Analysts,
Tax Experts, Executives, and Staff


1.Give value first.
2. Partner with only the best of the best.
• Lawyers, Accountants, Analysts,
Tax Experts, Executives, and Staff
3. Provide purpose, not just product.
• Our Credo and Coat of Arms
• Intergenerational Wealth™

Our Product / Our Mission
Institutional-grade investments for familes


We provide individuals direct access to:


• Proportional ownership of tangible
real estate and sustainable energy assets


• Attractive Total ROI


• Cash Flow, Growth of Capital, or Both


• Tax-Efficient Monthly Distribution


• Low Volatility


• Low Volatility
• Low Minimum Investment (as little as $1,000)

Assets
Which, and why:

• Tangible Insured Assets • Capital Appreciation
• Real Estate: • Development, Redevelopment,
• Commercial, Retail, Market value appreciation
Residential, Industrial • Upside Potential
• Energy Assets • Rezoning, renovation, leasing,
• Solar Arrays general market appreciation
• Predictable Cash Flow • Able to promote and sustain
• Tax-efficient and paid monthly

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Syndication
What and why:

• Group Ownership • Aligned Interests
• Better opportunities than • Management earns its share
going it alone only AFTER investors earn more

• Economies of Scale • The Best of the Best:
• Bigger buildings have the • Tax & Legal advice
potential for bigger profits • Auditors
• Management and Staff
• Partners and Suppliers

14

Strategy
Find, Fix, Fill

Sobey’s Centre Albert Street
Camrose, Alberta Ottawa, Ontario

Other Acquisition Strategies
Development Projects & Public Company Acquisitions

GATINEAU CENTRE
D E V E L O P M E N T L P

Until updated Offering
Memorandum is available, for
Accredited Investors Only.

Our Results
A track record of success

Londondale LP
• 16% annualized return: 2005 - 2009
• $100,000 invested in 2005 was worth $164,000 in 2009
• 64% return

IGW Segregated Debt 1 & 2 LPs
• 48.70% & 47.23% annualized ROI respectively, since inception in 2009
• 100,000 invested in 2009 is worth $308,065 & $280,744 today
• 208% & 181% return
80 Aberdeen
• $100,000 invested in 2007 is worth $160,000 today
• 60% total return in three years

What business are we in?

Intergenerational Wealth

What business are we in?


Learn. Earn. Live. Give.™

Why we’re in business.

How do we deliver it?

Member-Partnership
The difference that makes the difference

Member-Partnership™

Steak, or just sizzle?

What makes the Difference?

vs.

What makes the Difference?

vs.

vs. The BANKS

Is it working?
$1,500,000,000 • $1.25 Billion in Assets Under Management
• More than 30 Limited Partnerships
$1,250,000,000 and a Private and Public REIT

$1,000,000,000
• $63 Million distributed since inception
• 3,621 Member-Partners
$750,000,000

$500,000,000

$250,000,000

$0
2005 2006 2007 2008 2009 2010 2011 2012 YTD

Management made easy(er)
On a solid foundation of embedded core values

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Total Corporate Alignment
Decision-Making Made Easy

• What you do / don’t do • Product Selection
• Corporate Traditions • Deal sourcing and due diligence
• Purpose and Outcome • Pricing
• Metrics/KPIs • Fees and incentives
• Hiring/Firing • Advertising
• Culture Alignment (CAs) vs CVs • When, where, how, what
• Partners & Suppliers • Distribution Channels
• Your corporate ecosystem • Who, how much

What do Core Values do?
Why do we need them?

• It gives you your Brand Identity • It filters out the small stuff
• Differentiate yourself in the • Allows autonomy and leadership
marketplace development
• Laser-like hiring/firing • It provides a framework for
• It forces you to become better decision making
• It makes leading and managing • They are your moral compass
your team A LOT easier • Your company will perform better
• A set of clear rules • Culture eats process for breakfast
• Values grease the gears

Questions?
(And what value did YOU receive?)

Member-Partnership
Treat others as you wish to be treated
Everyone has equal value

Wealth with Purpose Thank You! Our Credo

Opportunity
Learn. Earn. Live. Give.™

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Hurdles to Member-Partnership
How 3,612 families joined us in Member-Partnership

NEW CLIENT APPLICATION FORM
INDIVIDUAL

IDENTIFICATION INFORMATION

K Certified ID received
Title: K Mr. K Ms. K Mrs. K Miss K Dr. K Other: ______________
Last Name: _______________________________________________ First Name: ___________________________________ Initial: __________
Social Insurance Number: _________________________________________ Date of birth: (dd/mm/yyyy) _________ / _________ / _________

Country of residence: ____________________________________________________________________________________________________

Home address: ___________________________________________________________________________________________________________
Telephone: _____________________________________ Mobile: ______________________________ Fax: _______________________________

Email: ___________________________________________________________________________________________________________________

SPOUSE
Last Name: _______________________________________________ First Name: ___________________________________ Initial: __________

Employer Name: _____________________________________________ Occupation/Job Title: ________________________________________
Number of dependents: _______________

EMPLOYMENT

Employer name:__________________________________________________________________________________________ Self employed K
Employer address: ________________________________________________________________________________________________________

Telephone: _____________________________________ Mobile: ______________________________ Fax: _______________________________

Type of business: _________________________________________________________________________________________________________

Occupation/Job Title: ___________________________________________________________ Years with current employer: _______________

To which address should information be sent: K Home K Business

FINANCIAL INFORMATION

Income Investable Assets (excludes real estate) Net Worth

K less than $35k K less than $50k K less than $75k
K $35,001 to $75k K $50,001 to $100,000 K $75,001 to $200k
K $75,001 to $125k K $100,001 to $250,000 K $200,001 to $400k
K $125,001 to $200k K $250,001 to $1M K $400,001 to $1M
K more than $200k K more than $1M K $1,000,001 to $5M
K more than $5M

League Investment Services Inc. carrying on business in Nova Scotia as LISI Investments
710 Redbrick St., Suite 200 • Victoria British Columbia V8T 5J3 • T1-877-772-8836 • F 1-866-672-8836 • www.league.ca

1 2 3 4

LEAGUE Financial Partners
Co-Founders and Co-Chairs

Adam Gant Emanuel Arruda

Emanuel Arruda - Core Values & Capital Value

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