Xpert Financial, Inc. – Powering the Private Market: Thomas Foley, Founder & CEO at Xpert Financial, Inc. discusses how wealth managers can capitalize on the Xpert Securities, member FINRA, private company investment exchange platform.

1. IFG WEALTH MANAGEMENT FORUM
THE PREMIER EVENT FOR NORTH AMERICAN FAMILY OFFICES
October 24-25, 2011, Ritz-Carlton, Amelia Island, FL
www.ifgwealthmanagement.com
Xpert Financial, Inc. –
Powering the Private Market
Thomas Foley, Founder &
CEO at Xpert Financial, Inc.
discusses how wealth
FOR IMMEDIATE RELEASE managers can capitalize on
the Xpert Securities,
The world of alternative asset class investing is not have the right data to make investment member FINRA, private
about to change, says Thomas Foley, Founder & decisions. We are able to provide family offices company investment
CEO at Xpert Financial, Inc. Investors have access to private company securities that they exchange platform. Xpert
Financial, Inc. will be
traditionally limited their allocation to the have never seen before, and a platform for
present at the upcoming
alternatives space to guard their portfolios ongoing liquidity for these investments. IFG Wealth Management
against illiquidity and the risks involved with Forum 2011.
making quick decisions in the absence of Many family offices are locked into five year, ten
quality data. Those issues have been reduced year or indefinite periods of illiquidity. They are
with the Xpert Securities private company unable to sell securities or investments at a fair
electronic alternative trading system, he adds, value whenever they want/need. Through Xpert
but to capitalize on this opportunity, investors Financial, family offices are able to get the
should join the platform early. Ahead of the returns they desire from these types of assets,
IFG Wealth Management Forum 2011 on while mitigating the risk of being locked up for an
Amelia Island, Florida, October 24-25, Thomas unknown and extended period of time.
Foley discusses how the Xpert Financial
platform reduces the risk involved with IFG – What information do investors need when
alternative investing. investing in this space?
IFG – When it comes to investing in the Thomas Foley – Investors need quality information
alternative asset class, what is holding and the ability to screen investment opportunities
investors back? by multiple factors.
Thomas Foley – The environment for investing The family office structure is in some cases very
across the board has become faster and in a lot of complicated. The actual security regulations that
cases more liquid. The alternative asset landscape govern these securities are often opaque and it is
is one of the only places where we have not yet difficult to get an accurate understanding of the
seen this occur. ongoing value of the securities. A key benefit of
this marketplace is that investors can gain a
Family offices are trying to generate above better understanding of what their securities are
market investment returns by accessing products worth on any given day.
and asset classes that other investors do not have
the ability to invest in. Many are looking for a We have tried to combine the best of the public
good way to invest in alternative products, but do markets, utilizing technology and simplified ways
www.internationalforumgroup.com

2. IFG WEALTH MANAGEMENT FORUM
THE PREMIER EVENT FOR NORTH AMERICAN FAMILY OFFICES
October 24-25, 2011, Ritz-Carlton, Amelia Island, FL
www.ifgwealthmanagement.com
to comply with regulatory requirements. Because of the IFG – How can investors capitalize on these opportunities?
sophistication of our investor base, the rules allow for
transactions on our system not require SEC registration for the Thomas Foley – Family offices should join the Xpert platform as there
listing companies. These types of transactions have historically is going to be a large amount of growth in this area, and success
been completed manually, and there has never been a single will be determined by the early adapters. Investors should Apply for
place for investors to access the opportunities. Xpert Financial a free Xpert Account – https://www.xpertsecurities.com/apply.
has created the first electronic alternative trading system built
exclusively for private company securities, where these types of We believe the world of alternative asset class investing is about
transactions can occur consistently. to change.
Salpi Balian, Press Manager – IFG, pressifg@ifgemea.com
The IFG Wealth Management Forum 2011
IFG’s Wealth Management Forum 2011 will take place at the Ritz Carlton, Amelia Island, Florida, October 24-25, 2011, and provides a
unique platform for investment decision makers from single and multi-family offices to engage in vibrant benchmarking sessions and
gain practical solutions and best practices to achieve optimal portfolio returns.
For more information please send an email to pressifg@ifgemea.com or visit the event website at www.ifgwealthmanagement.com
The International Forum Group
International Forum Group is a world-leading business information company, organizing exclusive, invitation-only gatherings of
business leaders across multiple industry sectors.
Providing a platform for senior executives to build mutually beneficial business partnerships, International Forum Group has
designed an unparalleled system for matching the core buying needs of the world’s largest organizations with the best solutions
available in the global marketplace. Empowering all our clients with the knowledge they need to lead in their respective fields is a
fundamental goal of all our forums.
For more information, please visit: www.internationalforumgroup.com
Xpert Financial, Inc.
From its inception in 2009, Xpert Financial has focused its efforts on creating an electronic platform that benefits both companies
and investors in the private securities market. The company’s core product, Xpert ATS, is a fully-electronic capital raising and trading
platform built exclusively for private company securities. It is operated by Xpert Securities, Inc., a broker-dealer subsidiary of Xpert
Financial. Xpert ATS supports both primary offerings and secondary trading of private company shares, all under the control of the
issuing company. Private companies, qualified institutional buyers and accredited investors that are interested in more information
may register at www.xpertsecurities.com/apply
All rights reserved. The above content may be republished or reproduced. Please notify prior to usage at pressifg@ifgemea.com
www.internationalforumgroup.com