August 27, 2008 11:00 am - “The Financial Planning Uses of Private Equity Real Estate Investments” - UC Irvine

Once again, James Perry, the President/CEO of Alliance Portfolio, had a chance to give an education presentation for Continuing Education credits at FPA Quarterly meeting on August 28, 2008. As a platinum sponsor of Financial Planning Association, we will have a chance to participate in their quarterly meeting. This class was about private equity investments and a life application of our mortgage pool, The Arbinger Fund.
This presentation was held in the Student Center at the University of California, Irvine.

• Online Replay
  We got a positive response from many attendees and they have asked for an in-house presentation. Since a few financial planners were unable to attend the class, we will presenting an online Webinar that we call our “ONLINE RE-PLAY.” Now you can benefit from the same information that other financial planners have learned. Click here to check the schedule.
• Click here to download the powerpoint slides.
• Click here to see the photos.

Arbinger Fund - new hybrid mortgage pool

Arbinger Fund is an alternative, high yielding, fixed income investment that enhances portfolio returns, provides diversification and is non-correlated to traditional stock and bond investment. T-bill + 4% is the return on this fund. Join us for our free monthly webinar to learn how leading independent financial advisors are using the unique and innovative features of high-quality, well secured mortgage pool investments to enhance client portfolios and attract new assets from high net worth investors.

• Click here to learn more about this fund.
• Click here to join our webinar.

The Wall Street Journal - December 5, 2007

Alliance Portfolio was published in The Wall Street Journal on Wednesday, December 5, 2007. The article, Borrowers Tap Mortgages Of Last Resort, has also been published in the Atlanta Journal on December 9th, 2007.

• Click here to read the article.

Mortgage Pool Webinars on November 13, 2007

For the first time, we had two mortgage pool webinars (TAP California Fund II, LLC or TAP California Fund III, LLC) on November 13, 2007. We will be having another ones in February 2008. If you are our mortgage pool (TAP California Fund II, LLC or TAP California Fund III, LLC) investor, we will post the schedule soo. Please come back soon. For those who missed it, please click the links below for material:

• Click here to download the TAP California Fund II, LLC presentation slides and Q&A
• Click here to download the TAP California Fund III, LLC presentation slides and Q&A

August 15, 2007 2:00 pm - “The Financial Planning Uses of Private Equity Real Estate Investments” - Bower's Museum

James Perry, the President/CEO of Alliance Portfolio, had a chance to give an education presentation for Continuing Education credits at FPA Quarterly Meeting on August 15, 2007. As a platinum sponsor of Financial Planning Association, we will have a chance to participate in their quarterly meeting.

• Online Replay
  We got a positive response from many attendees and they have asked for an in-house presentation. Since a few financial planners were unable to attend the class, we will presenting an online Webinar that we call our “ONLINE RE-PLAY.” Now you can benefit from the same information that other financial planners have learned. Click here to check the schedule.
• Click here to download the powerpoint slides.
• Click here to see the photos.

June 4, 2007 - FPA Golf Tournament

Once again, Alliance Portfolio is proud to sponsor the Orange County Financial Planners Association golf tournament.

• Click here to see the photos.