TreeWater Hedge Funds

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TreeWater Hedge Funds

• Delta V Asset Class presentation

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Mission Statement

• Clearly explain the superiority of this asset
  class for the investors in TreeWater Hedge Funds
  and why all hedge funds ought to hold 20 of
  their portfolios in this asset class.

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Competition

• Hedging various low, moderate, high risk
  investments. vs.
• Investing only where the value of the underlying
  asset changes with the investment.

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Sample Hedge Fund Asset Diversity

• U.S. equities (stocks)
• U.S. Bonds
• Commodities
• Foreign Equities
• Real Estate
• Inflation-Indexed Bonds
• Emerging Markets
• High-Yield
• Foreign Bonds

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Risks

• Each of these have a risk factor.
• Each of these is a win-lose investment, you win
  by someone else making a loosing bet in the
  market.
• Risk-adjusted returns tend to be better than some
  other investments because of hedging different
  markets, when stocks go down, bonds tend to go up
  in value, and so forth. (Not all hedge funds
  actually hedge.) However, Bonds to not escalate
  at par with market declines.
• The Delta V asset class only go up in value.
• The initial funding of these assets looks for
  orders of magnitude changes in value of the
  assets from 2 to 6 orders of magnitude.

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How it works

• TreeWater invests in inexpensive underdeveloped
  land where the lack of water is the issue, but
  there are identified geothermal resources and
  available non-potable water resources,
• TreeWater brings in World Wide Assets LLC
  geothermal desalination device, creates water,
  and develops the land to its highest and best use
  considering the enhanced water asset and its
  possible uses.
• The value of the underlying asset will change
  from 2 to 6 orders of magnitude in 2-3 years from
  the start of the project.
• For those who dont understand orders of
  magnitude, just add that number of zeros, 2 to 6,
  to the end of the current value. Six orders of
  magnitude changes 1 per acre land in Australia
  into 1,000,000 per acre land, but the intent is
  not to sell the land, rather, to harvest the
  trees on the land.
• These orders of magnitude do not translate into
  orders of magnitude change in value of invested
  dollars because of the costly investment needed.
  At that level we only expect order of magnitude
  changes in the 1-2 range.
• Example Buy 100 acres for 100, put in as a
  separate business a desalination plant (about 18
  ROI) put in 24,000 in trees and water
  infrastructure, pay workers for five years,
  harvest (say, year 6 from the beginning), cost of
  doing business is about 500,000, sell the crop
  for about 15,000,000, then re-harvest in five
  years.

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Opportunities

• Australia
• Purchase land for 1 per acre, then add Paulownia
  tree farming, harvest in five years
• As above, with the Aborigines, a philanthropic
  opportunity
• Sonora, Mexico, Paulownia Tree Farming
• Laguna Salada, Baja California, Mexico
• Multiple development opportunities Resort
  development, philanthropic opportunities with
  native Cucapah, tree farming, fish farming,
  renewable energy utilities.
• All of these have identified resources

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Goals and Objectives

• 5 billion in investments in 5 years
• Develop 10-20 square miles of Paulownia farms in
  Baja, Sonora, Australia (1sq.mi.640 acres)
• Partner with local indigenous people to develop
  and use natural resources for renewable energy
  and uses for it
• Develop multiple resort projects in Laguna Salada
• Develop Ejido lands with various renewable and
  sustainable projects

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Financial Plan

• Focus on Paulownia farming and development
• Harvest in 5 year cycles
• RIO is substantial allowing financial goals to be
  easily met
• Develop resorts in Laguna Salada while the ROI is
  highest because they are made in the early ramp
  up period when establishing leases is least
  expensive, continue to developed the leased lands
  when the lagoon is formed.

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Rewards

• As shown, Paulownia ROI exceeds 50 per year,
  compounded annually for the first five years,
  using geothermal resources and inexpensive land.
• TreeWaters goal for investors is 20 annualized
  ROI, a conservative goal

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Hedge Funds Delta V Assets

• By holding 20 of your portfolio in Delta V asset
  class holdings, the risk of loss is significantly
  reduced and the probability of profit is
  substantially enhanced.
• As a hedge fund manager, your job just became
  considerably easier.
• Contact TreeWater to find out how to invest.

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