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SG IS A GLOBAL ADVISORY FIRM

The firm provides high-net-worth clients with unique solutions to their complex financial needs, operating in the US, Russia and Israel.

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WHAT WE HAVE DONE

Since 2010, SG has facilitated over 941 Million USD in completed transactions through its Lending, Insurance, and Operations Divisions. The firm has also directly invested over 258 Million USD through its Alternative Investments and Asset Management Divisions.

$139 million

$538 million

$243 million

$118 million

$158 million

loans facilitatedby Lending

policies boundby Insurance

assets managed by Operations

invested through Alternative Investments

overseen by Asset Management

$1.2 BNTOTAL

TRANSACTIONS

*Values as of Q2 2014

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Each division mirrors one of the five elements that encompass the financial eco-system of a high-net-worth client.

LENDING ALTERNATIVEINVESTMENTS

INSURANCE ASSETMANAGEMENT

OPERATIONS

SG OPERATES THROUGH FIVE DIVISIONS

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LENDING DIVISION

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SINCE 2010, SG’S LENDING DIVISION HAS FACILITATED OVER

$538,000,000IN FINANCING TRANSACTIONS ON ASSETS RANGING FROM:

Commercial PropertiesLuxury Estates

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Yachts Aircraft Single Family Homes

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SG’s Lending Division operates through two platforms: Private Banking and Wholesale Lending. Through these platforms, SG positions each client with access to a broad array of lending solutions for any asset.

Wholesale LendingLoans < $2 million

Private BankingLoans > $3 million

PRIVATE BANKING & WHOLESALE LENDING

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THE COMPETITIVE ADVANTAGE OF SG’S LENDING DIVISION IS DERIVED FROM THREE CENTRAL ELEMENTS:

1. 2.RELATIONSHIPS

WITH KEY EXECUTIVES

IN THE BANKING INDUSTRY

KNOWLEDGE & UNDERSTANDING

OF COMPLEX INCOME

STRUCTURES

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3.ABILITY TO NAVIGATE

THROUGH THE EVER-CHANGING

LENDING GUIDELINES

THIS APPROACH ALLOWS SG TO DETERMINE WHICH FINANCIAL INSTITUTIONS & PRODUCTS

ARE BEST SUITED TO ADDRESS CLIENTS’ NEEDS WITHOUT BEING CONSTRAINED BY FINANCIAL

INCENTIVES TOWARDS ONE SOLUTION OVER ANOTHER.

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ALTERNATIVE INVESTMENTS DIVISION

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SG’S ALTERNATIVE INVESTMENTSDIVISION HAS INVESTED OVER

$139,000,000IN COMPANIES, INDUSTRIES & BRANDS INCLUDING:

SoftwareCompanies

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Real EstatePharmaceuticalsConsumerBrands

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FUND I & FUND II

SG’s Alternative Investments Division has directly invested in over 30 high-growth Tech related companies using the firm’s own capital while building relationships and access to opportunities via SGVC Fund I.

In Q2 of 2014, the firm launched SGVC Fund II as an investment vehicle to allow clients the opportunity to invest alongside our principals in some of Silicon Valley’s best early stage companies.

SGVC Fund I formed Q1 2011

SGVC Fund II formed Q1 2014

Fund IInvestment Stage:Seed & Series A-C

Fund ITotal Investments:

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Fund IIInvestment Stage:

Series A-C

Fund IIInvestments to Date:

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THE COMPETITIVE ADVANTAGE OF SG’S ALTERNATIVE INVESTMENTS DIVISION IS DERIVED FROM THREE CENTRAL ELEMENTS:

1. 2.ACCESS TO

EXCLUSIVE DEALS THROUGH OUR ECOSYSTEM OF CO-INVESTORS

COMPETENCY REQUIRED TO

ANALYZE DEALS & MAKE INFORMED

DECISIONS

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3.

ACCESS TO THE CAPITAL REQUIRED

TO EXECUTE UPON DEALS

SG’S PRINCIPALS DIRECTLY INVEST THEIR OWN CAPITAL INTO THE OPPORTUNITIES THE FIRM

PRESENTS TO ITS CLIENTS.

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INSURANCE DIVISION

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SG’S INSURANCE DIVISION HAS ORCHESTRATED & BOUNDED OVER

$243,000,000IN POLICIES RANGING BETWEEN:

Domestic Life Insurance

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Individual/Key ManLife Insurance

Health Insurance & Group Benefits

Foreign National Life Insurance

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A NETWORK OF SOLUTIONS

SG’s Insurance Division works with top industry experts to provide clients with cutting-edge solutions to their wealth protection-and-transfer needs.

In March of 2014, SG partnered with 19 insurance companies to issue the record breaking life insurance policy of $201MM setting the Guinness World Record for the Most Valuable Life Insurance Policy.

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THE COMPETITIVE ADVANTAGE OF SG’S INSURANCE DIVISION IS DERIVED FROM THREE CENTRAL ELEMENTS:

1. 2.EXPERTISE IN

FULLY ANALYZING THE FINANCIAL

SITUATION OF EACH CLIENT

ABILITY TO REMAIN IMPARTIAL WHEN

SELECTING PRODUCTS

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3.

ACCESS TO A BROAD NETWORK

OF INSURANCE EXPERTS

SG MAKES TAILORED RECOMMENDATIONS WHEN CHOOSING AN INSURANCE POLICY BEST SUITED

TO PROTECT EACH CLIENT’S WEALTH.

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OPERATIONS DIVISION

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SG’S OPERATIONS DIVISION HAS OVERSEEN & MANAGED A RANGE OF ASSETS WITH A CUMULATIVE VALUE OF OVER

$158,000,000.THESE ASSETS INCLUDE:

Luxury Real Estate

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CommercialProperties Aircraft Yachts

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MANAGEMENT & OVERSIGHT

SG’s Operations Division partners with industry leaders to provide each client the management, oversight, and expertise necessary to optimize the value of their various luxury assets.

When it comes to selling a luxury asset, SG integrates innovative technology, creative branding, and a targeted marketing approach that effectively positions the asset without compromising the final sales price.

Analyze Client’s Balance Sheet

Determine Opportunitiesfor Cost Savings

Implement Innovative Marketing Strategy

Reduce Operational Expenses

Position the Asset’s Brand to Add Value

List Asset for Sale

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THE COMPETITIVE ADVANTAGE OF SG’S OPERATIONS DIVISION IS DERIVED FROM THREE CENTRAL ELEMENTS:

1. 2.INNOVATIVE

BRANDING AND CREATIVE

MARKETING APPROACH

DIRECT CONTROL OVER EXPENSES

AND STAFFING

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3. IN CONCERT, THESE THREE ELEMENTS ALLOW

SG TO MAXIMIZE THE COLLATERAL VALUE OF THE ASSET AND MINIMIZE THE OPERATING EXPENSES

MANAGEMENT OF BUDGET AND

EXPENSES

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ASSET MANAGEMENT DIVISION

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SG’S ASSET MANAGEMENT DIVISION INVESTED OVER

$118,000,000IN MUTUAL FUNDS THROUGH FINANCIAL INSTITUTIONS IN:

United States

Russia

United States

Russia

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SG’S ASSET MANAGEMENT DIVISION PLANS TO LAUNCH IT’S IN HOUSE REGISTERED

INVESTMENT ADVISORY (RIA) IN Q1 OF 2015.

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www.sgllc.me