The Big Idea Compilation
The Big Idea Compilation
INTERSECTION
CAPITAL
CHELEXA
B I O S C I E N C E S
Health Solutions
is deck is dedicated to the economic upside from solving the biolm problem.
CHELEXA
B I O S C I E N C E S
PROJECT JUPITER
THE BIG IDEA IN 96 WORDS If youre a top 50 wireless carrier, just two things keep you up at night:
First, the amount of bandwidth consumers are using. ey seem to have an insatiable desire for wireless bandwidth (and they want it cheap.) Second, nearly every house, apartment and oce has zones of signal disruption: areas if poor interior coverage. In these disruption zones, your signal drops to 1-bar and theres almost nothing you can do about it. Of these two problems, the bandwidth problem is well understood. Want to solve it? Invest in infrastructure. Operate eeciently. Compete on price. at was easy - problem solved. Want to solve the interior signal problem? Not so easy.
is deck is dedicated to a technical solution for what is knows as the Interior Signal Problem.
600,000 344
ACRES
projected
21 %
ANNUAL LOSS
projected
mammal types
To save humanity, you have to tackle some really nasty problems. You already know about them: climate change, clean energy, and species loss. To us, the problem of species loss stands out. Why? Because its irreversible .
Areas where there is high species concentration have become exceedingly rare and valuableout of 192 countries, only 17 make the watch list. None are in Europe. e U.S. is one. e remaining 15 are in South America, Central America, Africa, and Asia. All are at risk. But many are dicult to reach. Others are dangerous to operate in once you reach them. Some are prohibitively expensive to deal with. Several are targeted by other organizations. But, there are 4 countries with areas of biodiversity wealth and species concentration that we have identied as reachable, aordable and saveable. Our immediate focus is to defend these areas. is prospectus describes one of our priorities, how we selected it, why it must be defended, and what it costs to do so.
ENERGY SOLUTIONS
e GreenTech opportunity
WIND
In recent years, the United States has added more wind energy to its grid than any other country, with a growth in power capacity of 45 percent to 16.8 GW in 2007.
CLEAN ENERGY
oren@cabotenergy.com
OPPORTUNITY
WHY NOW
KEY DRIVERS
MARKET
STRATEGY
TEAM
oren@cabotenergy.com 3
INTRODUCING
2012
The sports apparel market is changing. Today, new brands are ringing up huge retail sales by rapidly expanding from sports niches into mainstream retail.
IN YOGA, IT WAS LULULEMON ATHLETICA, a $10M microbrand that became a $2B economic juggernaut. In football, it was Under Armour. In hiking, it was e North Face, and in snowboarding it was Burton. Now a niche tennis brand is emerging in this same pattern. Bryan Brothers Athletics is an iconic apparel line for tennis players who arent fully satised with todays mass-produced tennis gear. e brand is for fans and players who want through-the-day fashion, and who are inspired by Bob and Mike Bryans winning style. And of course, its for those who are inspired by the internationally known chest bump which you will learn more about in a moment.
NORTH DAKOTA
$15M Portfolio of 262 Multifamily Units with 100% Occupancy
MUTLIFAMILY PORTFOLIO
is book is dedicated to describing the assets we have for sale in western North Dakota.
70%
Theres nothing worse than discovering that you are trading against the market -- especially against a major movement. But what if you had a team of the worlds best rate forecasters conrming your portfolio decisions each month? That would be a real advantage.
LAB is a 30-day interest rate outlook that forecasts the direction and magnitude of change in long-term interest rates, as well as the spread between long- and short-term interest rates. e LAB signals give you support entry, hold and exit decisions and, as an overlay trade, can add 30 to 50 basis points without changing risk limits. Over time, LAB can keep you on the right side of the market and improve timing decisions.
REVERSAL SIGNAL
2010
LAB forecasts the direction and force of movements in interest rates and spreads. Over an 11 year period, strong LAB signals have been 70% accurate.
Prior to the Event, the LAB Model indicated X, and allowed the AME fund to sell in advance of the market turn.
As momentum built for a long downturn, the LAB Model forecast interest rate turn as far as two weeks prior.
With all fundamental indicators pointing to continued increases, the LAB Model forecast a 200 basis
27.3%
42 EMP.
UPSID
COLLATER AL AN D U PSI D
nexxica
introducing Nexxica Series Three
ASSETS
12.3%
CASH FLOW
CURRENT
30%
MARKET VALUE
DISCOUNT
A $1.22M portfolio of rst-position mortgage notes with current cash ow, equity protection and reserves
NEXXICA SERIES 3 is a portfolio of 9 rst-position residential mortgage notes generating a current 12.3% cash-on-cash yield. ese 9 notes were acquired from a money center bank as part of a larger trade, at a discount of approximately 30% to current market value. Nexxica is micromanaging the portfolio to maximize cash ow and to renance -or liquidate- all assets for their collateral value during a three year hold. e budget provides over $111K for reserves and servicing - set aside to protect the collateral value of the portfolio. ere is no management fee. e Investor receives all interest income during the hold period and the Investor will recapture 100% of equity invested before prot participation by the Manager. is book is dedicated to explaining how these assets are managed and liquidated by Nexxica and the companys approach to underwriting.
ALEX BELAND
EXPERT WEALTH MANAGEMENT
WITH RBC DOMINION SECURITIES TECHNOLOGY PLATFORM
THE OPPORTUNITY
WHY NOW
THE SOLUTION
THE PLATFORM
HOW IT WORKS
ALEX
A $300M Fund of real estate ground leases with steady cash ow from high-quality tenants, providing security and income growth.
As investors peer into 2011, nancial markets seem to be improving but they arent doing so on their own. Policy makers are using strong capital controls to push markets higher, manufacturing a second year of recovery from the nancial crises. At some point, likely soon, the government will likely stop stimulus in the market segments they think are healthy. As stimuli stop (and sometimes start again) there may be unpredictable movement and volatility in the broader market. For investors seeking to avoid such volatility trades, the real estate ground lease can be a relatively secure position in the real estate market. Unlike equities, commodities or other real estate assets, the ground lease can provide tremendous security for investors - and a long term, stable source of revenue. is summary explains how the Manager of the Fund anticipates underwriting, acquiring and managing the assets of the Fund.
$20M FUND
cash-on-cash
When it comes to delivering cash ow, its not hard to understand the advantages of Healthcare over other industries: high margins and steady demand. And its one-fth of the American economy.
For these reasons, some healthcare investors will search for a prize deal- a single investment the market has somehow overlooked. ey want an easy win. Try to outsmart the market by nding one perfect deal? ats not us.
We are pragmatists. We know the risks of overreaching. So, while it may not be glamorous or have razzledazzle, the Strategic Healthcare Fund anticipates it can provide what a single deal cannot: secure cash ow in the rst 12 months and attractive upside in approximately 36 months.
6.1%
9.1%
13.3%
21.5%
35.4%
$20M
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is is one of the busiest and most complex airspace regions in the U.S.
22 Million Passengers are Projected by 2020
In the next decade the City of San Diego may have too many commercial ights -and not enough runway
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