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BUSINESS RELATIONSHIPS:
J.P. Morgan Chase 317 ‐266‐7470 Austin Schultz Austin.x.schultz@chase.com
O’Melveny & Myers 202 ‐383‐5254 Barbara Stettner
bstettner@omm.com
Ice Miller LLP 317 ‐236‐2400 Rich Smikle
Richard.smikle@icemiller.com
Stifel Nicolaus 317 ‐571‐4566 Laura Sasse
sassel@stifel.com
Crowe Horwath and Company Brad DeWael
317 ‐706‐2627 Brad.dewael@crowehorwath.com
Knight Capital Sandy Reddin
914 ‐251‐5824 SReddin@Knight.com
REFERENCES:
Norbert Sporns 206 ‐621‐9888 nsporns@hotmail.com
Dan Streets 303 ‐931‐9530 danstreets@comcast.net
Greg Crane 602 ‐377‐3456 greg@crane.net
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Equities First Holdings is well positioned within the securities based lending world because of the advancement and design of our financial instrument the economists coined, "Collateralization of a Repurchase Agreement". The objective in the creation of our financial instrument is to make a "standardized" contract inspired by the insurance world to deviate from the rest of the lenders who are making "one off" type of contracts. By doing so, we have the ability to increase our velocity of money and realistically hedge and manage our collateralized risk. Within our risk matrix, we have created an ordinal scale for ranking our risks on an ex‐ante status by doing our internal analysis of the companies’ fundamentals, trading statistics, technical indicators, and macro economic analysis of the sector for which they do business to manage our risk. Because of this, we manage our risk by doing a continual risk assessment for each class of collateral and look for ways to hedge or accelerate our rate of return given the ordinal scale ranking and date for repatriation. The end result is a system influenced by Modern Portfolio Theory of revolving positions of cash and securities depending on market conditions. Equities First Holdings strictly adheres to maintain a delta neutral position and always stay invisible in the market place when purchasing and selling securities in our portfolio. As a result, Equities First Holdings never deviate’s the boundaries of the law and always maintains the highest ethical standards within the financial community through our natural course of business. Equities First Holdings uses a "Collateralized Repurchase Agreement" to trade securities for short and long term gains. We also use other forms of hedging such as options, forwards, and long positions to create a compounding growth yield over time.
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