CAIB Annual Conference, Georgetown, Guyana Nov 12 -15, 2007
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CAIB Annual Conference, Georgetown, Guyana Nov 12 -15, 2007 Benjamin Spiro, Vice President Securities Trading Capital & Credit International Inc.
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CAIB Annual Conference, Georgetown, Guyana Nov 12 -15, 2007 Benjamin Spiro, Vice President Securities Trading Capital & Credit International Inc. The Caribbean Basin Region. Overview The Regulatory & Economic Environment Global Investment. - PowerPoint PPT Presentation
Transcript of CAIB Annual Conference, Georgetown, Guyana Nov 12 -15, 2007
CAIB Annual Conference, Georgetown, Guyana
Nov 12 -15, 2007
Benjamin Spiro, Vice President Securities Trading
Capital & Credit International Inc.
The Caribbean Basin Region Overview
The Regulatory & Economic Environment
Global Investment
Capital & Credit International
The power of relationships
Correspondent BankingWealth ManagementMutual Funds
Correspondent Banking
ProCash Plus
Providing retail banking services for Caribbean & foreign institutions via. Our Broker Dealer platform.
Better cash management. An asset management tool which allows you to deposit money, write checks, invest in securities, purchase products and services, and pay bills from a single account.
Credit/Debit Card Services
24/7 online Account Access
Consolidated monthly reporting
Dedicated support
Standard Checks/Cards
Custom Checks/Cards
Optional ProCash Plus® Features
BillSuite™ – a value added financial tool that allows individual investors to pay bills online
EasyPay™ – a money transfer system that enables your clients to conveniently transfer funds from their bank checking accounts to their brokerage account
ProCash Plus™Cash Management ServicesProCash Plus Accounts vs. Standard Retail Accounts
$125
$15 $2
$398
$64
$5$0
$50
$100
$150
$200
$250
$300
$350
$400
$450
Average Account Size Money Fund Balances Margin Balances
($ T
hous
ands
)
Standard Retail Account ProCash Plus
Mutual Funds
Mutual Funds—Benefits
Diversification Professional
Management Liquidity Flexibility Convenience
Risk and Return
Potential Return
Low Risk High Risk
Money Market Funds
Bond Funds
Balanced Funds
Conservative Stock Funds
Aggressive Stock Funds
Mutual funds that offer great potential for higher returns involve more risk
Best Mutual Funds of 2007
1) Direxion Latin America Bull 2X Inv DXZLX Up 114.0% 2) AIM China A AACFX Up 113.4% 3) ProFunds Ultra Emerging Markets UUPIX Up 111.8% 4) Nationwide China Opportunities A GOPAX Up 104.78% 5) Guinness Atkinson China & Hong Kong ICHKX Up 97.1% 6) Matthews China MCHFX Up 95.61% 7) Columbia Greater China NGCAX Up 95.2% 8) Dreyfus Premier Greater China A DPCAX Up 91.8% 9) Eaton Vance Greater China Growth EVCGX Up 91.8% 10) Direxion Emerging Markets Bull 2.0X Inv DXELX Up 88.0%
Thank You
