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FINANCIAL PERFORMANCE

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Title: FINANCIAL PERFORMANCE


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FINANCIAL PACIFIC INC.
PANAMA
West M. Valdes, President
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About Financial Pacific
  • Founded in Panama, Rep. Of Panama
  • Started catering financial and insurance
    institutions
  • Added Value Broker Dealer
  • We are an International Broker Dealer offering
    full service brokerage, private banking, and
    online trading. We specialize in Capital
    guaranteed products
  • Awarded the Best Brokerage Firm in 2006 in
    Panama by The Bizz Awards

West M. Valdes, President
4
About Financial Pacific
  • Founding members
  • West M. Valdes

President and CEO of Financial
Pacific Ex-President and founder of Geneva Asset
Management Financial Consultant at Merrill Lynch
Co., Panamá IB Consultant at Coutts Co,
Zurich, Switzerland
West M. Valdes, President
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About Financial Pacific
  • Founding Members
  • - Ivan R. Clare A.

Executive Vice and GM of Financial
Pacific Vice-president of Investments at
Equitable Financial Company, Miami.
West M. Valdes, President
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About Financial Pacific
  • Part of 3 companies
  • Financial Pacific
  • Ocean Realtors
  • Compass Offshore Services

West M. Valdes, President
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About Financial Pacific
  • In Panama
  • Out of 40 Broker Dealers in Panama, Financial
    Pacific was the 8th biggest Broker/Dealer with
    388,041,355.10 in transactions up to Dic. 31st,
    2006
  • Main offices in Panama City, satellite office in
    Boquete
  • Abroad
  • Offices and/or representations in Costa Rica,
    Venezuela, Mexico

West M. Valdes, President
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About Financial Pacific
  • Services to Private Banking Customers
  • Asset Management
  • Advisory accounts
  • Managed accounts

West M. Valdes, President
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About Financial Pacific
  • Services to Private Banking Customers
  • Mutual funds
  • Structured products
  • Bond desk

West M. Valdes, President
10
About Financial Pacific
  • Online Trading
  • Brokerage account
  • Trading Platforms
  • 16 languages
  • Access to North American, European and Asian
    exchanges
  • Online account access
  • Manned trading desk

West M. Valdes, President
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Equity Trading Platforms
  • LEVEL 1
  • Real time Online trading, automatically
    activated when the account is opened
  • LEVEL 2 (AXIS PRO)
  • Ask for a demo

West M. Valdes, President
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Other services
  • Latinclear
  • Gold and other precious metals
  • Custody
  • Forex
  • Trading Platform
  • Futures
  • Trading Platform
  • Manned trading desk

West M. Valdes, President
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Strategic partners (Operations)
  • Penson Financial Services USA
  • (US, Canada clearing and Custody)
  • Julius Baer
  • (Private Bank in Switzerland, clearing and
    custody)
  • ANDBANC
  • (AA Bank in Andorra, clearing and custody)
  • Global Forex Trading (GFT)
  • (Forex clearing)
  • Transact Futures
  • (Futures Clearing)

West M. Valdes, President
14
Strategic Partners (Issues Co-Structures)
  • Calyon
  • Citigroup
  • Deutsche Bank
  • Lehman Brothers
  • Stanford Group
  • Oppenheimer
  • Lloyds Bank
  • Merrill Lynch
  • Bear Stearns
  • Standard Bank
  • Societe Generale
  • UBS
  • Wachovia
  • Commerzbank
  • CBA
  • BNP
  • FHLB
  • J.P. Morgan

West M. Valdes, President
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MUTUAL FUNDS
  • Access to all the universe of offshore Mutual
    funds
  • Access to all the universe of Hedge funds
  • Distributors of a selected number of Investments
    funds

West M. Valdes, President
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Investment ideas
West M. Valdes, President
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CMS Spread 30yr/2yr Non inversion note
  • Issuer AA or better
  • Amount 5,000,000
  • Maturity 10 years
  • Underlying USD CMS 30 y 2y or greater than
    0
  • Coupon 9
  • Call Quarterly
  • Issue Price 100
  • Redemption 100

West M. Valdes, President
18
Green Theme - Profile
Portfolio Description Create a Portfolio of
companies and investment vehicles that support
and promote responsible behavior with respect to
the environment and social responsibility. The
portfolio shall be very diversified
sectorially, geographically and from a currency
perspective in order to capture a wide range of
opportunities and control the long term
volatility. The targeted annual return is
10. Allocation Fixed Income 10, Equities and
equivalent 80, Cash 10 Characteristics Highly
diversified across all sectors, regions and
currencies All investments must meet strict
Green criteria Cash is held in Money Market
Funds
West M. Valdes, President
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Green Theme - Profile
Top Holdings Security Sector Criteria Toyota
Motor Co. Car World leader in alternative fuel
research Honda Motor Co. Car Innovative force in
applying alternative fuels Vestas
Wind Power Wind Power Generation
equipment Kurita Water Ind. Ltd. Water Water
purification desalination systems Tomra Systems
ASA Rec. Recovery Recycling solutions Boiron
Homeopathics Med. Homeopathic products Ranbaxy
Labs Ltd. Med. Indian Pharmaceutical and Research
Co. Novozymes BioT. Leader in Ind. Enzyme
production for bio Applications Nokia TelCo
m Strong Promoter of social responsibility
West M. Valdes, President
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Green Theme - Profile
West M. Valdes, President
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How to Invest with ?
  • Open an acccount
  • Go through due diligence process
  • Receive you Account Number
  • Get Id and Password Information
  • Get Wire transfer instructions to fund your
    account
  • You are ready to invest

West M. Valdes, President
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  • We are looking forward to assisting you at our
    information booth
  • West M. Valdes west_at_investingpacific.com
  • Ivan M. Clare Arias ivan_at_investingpacific.com
  • Norbert A. Stocker norbert_at_investingpacific.com
  • Jonathan Binder jonathan_at_investingpacific.com
  • Toll Free (USA) 1-888-419-1402
  • Direct 507-225-0250

Log on towww.investingpacific.com
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