THIS PRESENTATION IS FOR EDUCATIONAL PURPOSES ONLY. IT DOES NOT PROVIDE INVESTMENT ADVICE AND NOR IS NOT AN OFFER TO SELL OR A SOLICITATION TO PURCHASE.

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Presentation transcript:

THIS PRESENTATION IS FOR EDUCATIONAL PURPOSES ONLY. IT DOES NOT PROVIDE INVESTMENT ADVICE AND NOR IS NOT AN OFFER TO SELL OR A SOLICITATION TO PURCHASE SECURITIES IN THE PROVINCE OF ALBERTA. Notice to Reader.

Presented by Suhail Ahmad, MBA, CIM® Successfully investing in shares the Islamic way Be Wise with Your Money. December 2014

Introduction Invest Wisely.™ 1 Who we are and why we care? 2 What does it take to invest successfully in business? 3 Benefit in this world and the hereafter.

Earning interest and profits from impermissible sources is a major sin in Islam. 1 "O you who have believed, fear Allah and give up what remains [due to you] of interest, if you should be believers. And if you do not, then be informed of a war [against you] from Allah and His Messenger." - Al-Quran, Surah Baqarah Verses WHY WE MUST ALL CARE?

Suhail Ahmad, MBA, CIM® Founder, President & CEO 15 years in financial services. MBA (with Distinction) from Edinburgh Business School, BA (Economics) from University of Calgary and CIM® - Certified Investment Manager accredited by the Canadian Securities Institute. 30 years in Calgary, born and raised. Worked in Canada, UK and Middle East. 1 ABOUT ME

Our team brings almost 150 years of combined experience. OUR TEAM Hatim Zaghloul, Ph.D. – Chairman of the Board Former Chairman and CEO of Wi-Lan Inc., $400+ million publicly listed company. Ph.D. (Physics) University of Calgary. Muzaffar Ahmad, M.Sc., MA Ed. Director, Corporate Secretary Stuart Jamieson, MPhil, BEng. Director – Technology Hussein Amery, Ph.D. Chairman of the Board of Advisors Alexander Roberts, Ph.D., MBA, FCCA Corporate Strategy, M&A Adviser

1 We are developing financial technology solutions to meet the money management and e- commerce needs of socially responsible people and organizations worldwide. ABOUT OUR COMPANY

Shares gives you partial ownership (or equity) in a company to share in the profits and losses. But you cannot lose more then the money invested. What about Mutual Funds? Islamic Investing 101 What are Shares?

Example: S&P/TSX 60 Shariah Index Scholars give the following criterion: 1.Nature of business must be halal. 2.Financial requirements of low debt and income from interest: Levels of Debt Accounts receivable Cash (uses of), etc. Islamic Investing 101 Which shares can we can own?

2 How to decide which shares to buy? When to sell? Do not speculate. You must know what you are doing.

Truth about mutual funds. Source: Dalbar, Bloomberg, TheCityUK Estimates – 2013 Fund Management Report Actual Investor Returns vs. Benchmark  Majority of investors earn 53% less then if they had invested in the index.  Up to 80% of mutual fund managers under-perform their benchmark.  $15 Trillion in mutual fund assets held in the U.S. by over 90 million individuals.

Mutual funds not working. Islamic funds not any better. S&P/TSX 60 Shariah Index vs Berkshire Hathaway

How We make more money with less risk.  System removes human error and behavioural issues such fear, greed, and hope from the decision making process.  Plus adds critical speed and objectivity to quickly capitalize on market opportunities. Learn more about SiAlpha™ Proprietary algorithm delivers Systematic Intelligent Alpha.

Do it Wisely. SiAlpha™ is a scientific process. Cumulative Growth of $100,000 Calendar Quarter SiAlpha™ Portfolio S&P 500 Index S&P/TSX 60 Shariah Index 1Q10 109, ,872 94,292 2Q10 129,995 92,432 96,724 3Q10 130, , ,564 4Q10 157, , ,506 1Q11 166, , ,361 2Q11 144, ,432 90,060 3Q11 124, ,464 83,661 4Q11 154, , ,753 1Q12 174, , ,387 2Q12 199, ,156 92,963 3Q12 269, , ,628 4Q12 314, ,898 96,032 1Q13 429, ,722 97,906 2Q13 461, ,048 90,989 3Q13 526, , ,719 4Q13 593, , ,593 1Q14 640, , ,203 2Q14 646, , ,684 3Q14 655, ,871 95,389

3 Make money wisely. Benefit in this world and the Hereafter. Helping our community prosper. Insha’Allah.

Building an Islamic “Berkshire Hathaway” for successful responsible investing. Contact Us: Learn more at