Download - Colombian Markets
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Colombian Markets
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InvertrustInvertrustDiego RodriguezBPE Advanced Communication SkillsGeorgetown UniversityDic-16-09
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Overview
Alternative Investment Business Opportunity Management team Marketing Plan SWOT Analysis Financial Analysis Conclusion
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Alternative Investment
Real Estate Commodities Private Equity – Venture Capital Exchange Traded Funds (ETFs) Hedge Funds
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Business Opportunity
Market focus on traditional investments
Alternative market is in its infancy
Historical low fixed rates
What kind of investment are you considering to do
10%
50%20%
20%
Conservative
Moderate
Aggressive
Combination
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Management team
0 1 2 3 4
Expert management
Diversification opportunity (less risk)
Better expected returns
Lower transaction cost
Why using an Investment Management Company
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Management team
Investment professional managers
Diego Rodriguez (CEO)
Daniel Arguelles (VP Trading Strategies)
Carlos Cortez (Co-VP Trading Strategies)
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Management team
Operation and control members Ivan Ramirez (COF)
Staff members Ricardo Urrutia Antonio Vargas Alejandro Olivares Jose Maria De Valenzuela Price Waterhouse Coopers
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Marketing Plan
ProductInvestment Management companyFocus on Alternative InvestmentsFirst Colombian Hedge Fund
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Marketing Plan
Money Under Management
0
10
20
30
40
50
60
PensionFunds
Trust Securities Insurance Invs mng
100,000 billions total market share
Place (distribution)
Wealthy investors Institutional accounts
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Price Management Fee (2% - 3%)Success Fee
• Benchmark• Beat It• 30% of the extra profit
Marketing Plan
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PromotionBusiness MagazinesGolf, Tennis, and Polo tournamentsBrochuresA lot of networking
Marketing Plan
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SWOT Analysis
Strengths
Management teamBusiness model proved overseas Intra - entrepreneur experienceFocus on emerging marketsImmediate incomes possibilities
Weaknesses
Track recordNew Company
Opportunities
New local businessEmerging markets behaviorCurrent Global Financial Crisis
Threats
Bad performanceInternational competitors
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Financial Analysis
Miles $ M 2010 2011 2012 2013 2014
Money under management 25,000.00 50,000.00 300,000.00 500,000.00 1,000,000.00
Management fee 500.00 1,000.00 6,000.00 10,000.00 20,000.00
Success fee ($) 1,725.00 2,700.00 11,700.00 16,500.00 24,000.00
Total Income 2,225.00 3,700.00 17,700.00 26,500.00 44,000.00
Operating expenses
Salaries Management team 480 504.00 529.20 555.66 583.44
Others 397.00 416.85 437.69 459.58 482.56
Total Expenses 877.00 920.85 966.89 1,015.24 1,066.00
Profit before tax 1,348.00 2,779.15 16,733.11 25,484.76 42,934.00
Tax (35%) 471.80 972.70 5,856.59 8,919.67 15,026.90
Net profit 876.20 1,806.45 10,876.52 16,565.10 27,907.10
ROE 44% 90% 544% 663% 558%
ROI 19% 17% 14% 13% 11%
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Conclusion
Alternative Investment Business Opportunity Management team Marketing Plan SWOT Analysis Financial Analysis