[investment banking • tax surprises • financing secrets]
real estate tips
professional business education series
at the golden rice bowl
goldenricebowl.ca
Mix & Market
(limited tickets available)
date time investment*
Thursday, October 16th 2008 6:15– 8:45 pm
cocktails & mingling 5:45 – 6:30
$40.00 includes a fabulous gourmet Chinese dinner
* please order by phone or in person (prior to event)
780.435.3388 5365 Gateway Boulevard
meet the presenters:
Stephen Lamphier
lambrige capital partners
Malcolm W. Fast
malcolm w. fast professional corporation
flip
investment [what is investment banking?]
Stephen Lampier
President lambridge capital partners.
b.a. f.i.c.b.
lcpcapital.com
Canadian investment dealer and two Schedule – A chartered banks. Steve’s banking industry exposure has included corporate and real estate finance, as well as credit supervision and treasury functions in eastern and western Canada and the United States. Steve brings to his clients much more than money. Steve believes that the right professional advisors are as important to the success of his client’s vision as access to the right money. Partnering with professional advisors with strong track records, coupled with having personal access to conventional and unconventional financing, makes Steve a well respected expert in the complex world of financing.
Steve Lamphier brings to his Canadian clientele over 30 years of financing success! An Albertan since 1978, Steve has been a major part of the Alberta business community, partnering with a variety of established private companies facing financing challenges, including expansions, acquisitions, restructuring and sales. In 1989 Steve established Lambridge, a company whose main focus is to serve the unique demands that Alberta entrepreneurs face in this thriving economy. Steve’s diverse financing expertise started with an education at both the University’s of Western Ontario and McGill. Steve then began his practical experience with a major integrated
investment banking
Investment Banking is the role of putting investors & opportunities together & developing alternatives to complete a transaction. Real world events that often require investment banker involvement could include situations such as;: • Your company is experiencing rapid growth and your banker is hesitant to provide support. • Your company has experienced a problem & refinancing is necessary. • You want to grow your company by acquisition. • You are considering selling your company. • Your partner wants to buy you out or vice versa. Investment banking has always been part of the fabric of business – related to developing financing options or assisting buyers and sellers of companies to get a deal completed.
Malcolm W. Fast
malcolm w. fast professional corporation
Malcolm works with five treasured individuals in their very holistically oriented CA practice. Real estate is a specialty area of the practice; owner-managed businesses are the practice’s core. The team’s in depth knowledge of real estate accounting, tax, financing, and straight shooting business advice complement the listening and soft issue people skill sets that are Malcolm’s distinguishing attributes. All firm members are intently focused on client communications and service. Giving back to the community has included a board post with the Environmental Law Center, six years as president of the Entrepreneurial CA's Club, founder of CA Forum North [a top-drawer wisdom sharing and networking conference for CA's] and founder of Leave A Legacy in Edmonton. Malcolm is a trained Family Council facilitator for multi-generation family owned businesses, and a Master Facilitator with The Virtues Project. Other interests include frequent adventure-oriented travel, golf, and teaching himself to read and write Mandarin.
ca. cfp. tep.
fastpc.ca
real estate tax surprises
Major surprises for real estate investors include: • not all sales are 50% tax free (the cost of getting this wrong is huge) • many standard business expenses are NOT deductible against rental income (a shocker, after the fact!) • The many different stages of real estate ownership can mean identical expenses occurring at different times are recorded and taxed differently. Malcolm shares these events from his side of the desk with both insights and strategies for addressing each surprise.