Services



	SECURITIES BROKERAGE
	The Lugano Group maintains clearing and execution agreements with BNY Brokerage Inc. and its international arm, G-Port. Through this partnership, we provide our clients with immediate access to U.S. and international equity and fixed income markets. BNY Brokerage is a member of BNY Securities Group, the global agency brokerage, clearing and financial services outsourcing sector of The Bank of New York. BNY Securities Group is the largest provider of commission management services, has 21 New York Stock Exchange seats, and offers global execution and clearing services in over 80 markets. Through BNY Brokerage and G-Port, our customers have 24-hour trading and client support available. Among the services offered are program trading, portfolio liquidations, rebalancing and transitions. In conjunction with G-Port, our customers also execute equity trades in developed and emerging markets. This partnership provides The Lugano Group's fixed income clients access to U.S. products including Treasuries, agencies, corporate bonds, mortgages, asset backed securities, collateralized mortgage obligations, and medium term notes. International fixed income trading includes activity in dollar and non-dollar denominated securities including emerging markets bonds. The Lugano Group is a member of the Financial Industry Regulatory Authority (www.finra.org) and the Securities Investor Protection Corporation (www.sipc.org).
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	FINANCIAL ADVISORY
	The Lugano Group supplies financial advisory services to private concerns and the public sector with a concentration on developing countries. The areas in which we have provided services include business development, capital markets formation, cruise sector and tourism development, and pension reform. We also work with project sponsors in accessing financing, as well as conducting economic and financial analysis for organizations in the U.S. and abroad. In addition to this, The Lugano Group provides economic impact assessments as well as project preliminary and full-scale feasibility studies and works with businesses and non-profit organizations on financial strategic planning. In our role as Strategic Financial Advisor from 1996 until 1998, The Lugano Group assisted the Government of Belize in advancing financial and economic development priorities. We also worked with the Central Bank of Barbados' Staff Pension Scheme on its first asset allocation in the U.S. market. In 2004, The Lugano Group conducted the first-ever Economic Impact Study of New York's West Indian American Day Carnival - an event held annually in Brooklyn which has been ranked the largest parade in the U.S. This study was funded by Empire State Development Corporation, New York State's economic development unit.
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	INVESTMENT PROMOTION
	Since its inception, The Lugano Group has been contracted for high-level U.S. investment promotion visits led by the Prime Ministers of Belize, Grenada, and Jamaica. The first investment promotion trip arranged by the group was for the Prime Minister of Belize in 1997. During his March 2004 visit, Grenada Prime Minister Keith C. Mitchell became the first Caribbean Community and Common Market (CARICOM) leader to ring a ceremonial bell at the New York Stock Exchange (NYSE). During this visit, The Lugano Group arranged for the Prime Minister to meet with investors and also conduct international media interviews. Jamaican Prime Minister Percival J. Patterson soon followed in June 2005 and became the second CARICOM head of government to ring a NYSE ceremonial bell. In November 2005, The Lugano Group organized the first-ever presentation to U.S institutional investors by the two largest Caribbean stock exchanges. The event, which received international press coverage, consisted of representatives from institutions with total assets of U.S$300 billion. We have also worked with the Nigerian Investment Promotion Commission on a high-level U.S. visit led by the Minister of Finance in November 2005. During this mission, The Lugano Group facilitated a meeting between the visiting delegation and the NYSE Chief Executive Officer. We also identified potential investors who met with members of the Nigerian delegation.
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