Port Investor Introduction October 2011

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  • 1. PORT INVESTOR Rethinking port markets
  • 2. History InduStreams was founded in 2011 with a mission to create a more transparent, connected and informed infrastructure market place. We launched Port Investor in July 2011, a specific sector pilot with focus on port investing and the global port industry.
  • 3.
      • The Vision
      • UNLEASH
      • the full potential of each port group and market. There is more
      • than $1 Trillion in unrealised investment potential. We want to
      • enable an explosion in investment activity.
      • CONNECT
      • all important port markets with investors and industry players.
      • Together, there are more than 5,000 globally.
      • EMPOWER
      • the market by creating new ways and models for investors and
      • ports to come together
  • 4.
    • Status
      • 100+ port groups and 500+ investors and executives in the community and increasing
      • China Port Investor and other regions are being launched
      • Port-Investor.com launched
      • Port Investor LinkedIn group launched
      • Five regional Advisers joined
      • More than 50 concepts and services in development with select investors and port groups
  • 5.
    • Traditional Approach
    • Leads from media/promoters –
    • you have no edge
    • “ Take it or leave it” –
    • you have no influence
    • Short deadlines –
    • you have no time
    • Match-making –
    • you have no leverage
    • Our Approach
    • Early engagement focused on
    • development not peddling
    • Develop opportunities to fit
    • buyer and seller
    • Long-term commitment to
    • exploration, deep understanding
    • Concepts that leverage your
    • proposition in the market
    VS.
  • 6. Port Investor is unleashing the untapped global potential of port development…
  • 7.
    • Most port markets have substantial potential to develop beyond basic port infrastructure
    • 100s of operators, developers and cargo owners want ports to develop their business
    • More than $1 trillion of funds are seeking a home in this sector.
    • Ports and projects need funding of $1+ trillion
    Bio Fuel Cruise Dry Port Oil Storage In-Port Industries Bulk Logistic Zone Free Zone Port Property Intermodal Hub Energy Hub Trade Hub The port infrastructure sector has tremendous untapped potential…
  • 8.
    • The market is non transparent. Illuminating it will require thousands of constituents to come together and share insight and knowledge
    • The market is not connected. Connecting it will require all sides of the market place to reach out and be part of the community
    • The market is stale. Empowering it will require mass- collaboration in ways previously unheard of in this sector
    The port infrastructure sector has tremendous untapped potential… … BUT also has tremendous challenges…
  • 9. Port Investor is unleashing the untapped global potential of port development… … by addressing the challenges
  • 10. Many ports hope they can skip building a platform for growth. It’s an illusion. Only ports with a strong growth platform will excel. By addressing challenges… … for ports and project owners specifically
    • Developing a platform for growth and
    • seeking investors requires:
    • Continuous dialogue with the market place to build attractive development opportunities
    • Formulating a solid proposition that can be understood by infrastructure investors
    • Exposure to the market place
    • A focused process to create win/win partnerships and investor relations
  • 11. Many investors hope they can skip building great processes. It’s an illusion. The deals you get access to are only as good as your pipeline. By addressing challenges… … for investors, operators and users specifically
    • Finding great investments consistently
    • requires great processes:
    • The quality of the output is determined by the input – poor market scanning and market intelligence leads to poor leads
    • The larger the market platform and the more opportunities it is engaged with the larger the pipeline
    • Only a few of the potential market targets will end up as deals - without a substantial pipeline no deals
  • 12. $1 – $2 billion $3 – $5 billion $30 – $50 billion $300 – $500 billion Attracting investments or investors requires building the deal pyramid . An approach that skips the bottom and goes straight to deals will usually not generate valuable deals By addressing challenges… … for the market place in general
  • 13. Lack of scale, structure and focus to build an effective intelligence base to scan and understand the market – without it the rest of the process will be like “flying blind” There are plenty of interested investors and ports out there, but they require regular and early engagement All investors and ports will require significant exploration as the deal develops beyond just show of interest If you are looking to create $1 - $2 billion worth of investments you likely need access to a larger number of investors and ports with $100+ billion available for investing By addressing challenges… … for the market place in general
  • 14. Port Investor is unleashing the untapped global potential of port development… … by addressing the challenges … by creating an open model – the foundation
  • 15. Wikinomics is a reality of the 21 st century – still many hold on to arcane models based on withholding information and competing in the same space as all the rest. Only an open model that provides for a transparent, connected and informed market place will be able to un-tap the vast potential this sector has. Anything less will at best only make small dents and worst case shrink the sector.
  • 16. An open model means a free and valuable industry community with easy access to other relevant members. An open model means free access to relevant and valuable information. An open model means free access to tell your story and the free flow of information.
  • 17. The open model provides the foundation for all constituents of the market place to build their own pyramids… … which ultimately requires thousands of connections and transparency in the market place.
  • 18. Port Investor is unleashing the untapped global potential of port development… … by addressing the challenges … by creating an open model – the foundation … by making the right structure – the pyramid
  • 19. Step 2 Step 1 Step 3 Step 4 Step 1 Investment target and time horizon, e.g. $ 2 billion over 5 years. Designing the process from proposition development, constituent focus through market engagement, exploration and securing the investment. Step 2 Market engagement and creation of leads that are attractive to the investor or port in question.
  • 20. Step 2 Step 1 Step 3 Step 4 Step 3 Securing exploration agreements with investors or ports to ensure a serious and committed process. Step 4 Getting from exploration to commitment – getting to goal!
  • 21. Port Investor is unleashing the untapped global potential of port development… … by addressing the challenges … by creating an open model – the foundation … by making the right structure – the pyramid … by building new models
  • 22. Deal Development and Engagement Market intelligence and scanning Deal Development and Engagement Market intelligence and scanning Investors PORTS AND PROJECT OWNERS INVESTORS CARGO OWNERS AND SOURCE INDUSTRIES OPERATORS AND DEVELOPERS Deal Development and Engagement Market intelligence and scanning Deal Development and Engagement Market intelligence and scanning new models require new ways of connecting and engaging the different sides of the market place
  • 23. DEVELOPERS OPERATORS INVESTORS Free Zone Marine Infra. Construction Container Oil & Liquid Dry Bulk CONSORTIUM Pension Fund Private Equity Sovereign Fund CARGO OWNERS Shipping lines Industrials Fabrication PORT PARTNERS Asia Latin America Middle East IMMEDIATE COVERAGE FOR INVESTORS For those with an interest to enter, expand or invest in a specific region (e.g. China) and covering all the key markets within months. REAL ENGAGEMENT Our on the ground network directly engages the local decision makers COMPLEMENTARY A group of leading firms with complementary skills and objectives enabling a strong proposition towards ports. SYNERGISTIC AND NO RISK No heavy regional setup or local office before you start running – cost levels that would otherwise only buy desk researched market reports The PI Consortium© A new model for investors, developers and operators
  • 24. DEVELOPERS OPERATORS INVESTORS Free Zone Marine Infra. Construction Container Oil & Liquid Dry Bulk INCUBATOR Pension Fund Private Equity Sovereign Fund CARGO OWNERS Shipping lines Industrials Fabrication PORT PARTNERS Asia Latin America Middle East GLOBAL EXPOSURE FOR PORTS An exclusive platform that allows a port to develop investment propositions and opportunities with invited investors, operators, developers, cargo owners etc FOCUSED AND CONFIDENTIAL Invitees sign NDAs before gaining access to an online data room and forum to create win/win constellations usually exploring opportunities with 5-10 other invitees SYNERGISTIC AND RESULT ORIENTED Invitees gain access to a synergistic environment with exclusivity and support IMMEDIATE INVESTMENT POTENTIAL Invitees can at any time decide to proceed with an exploration agreement for a specific proposition directly with the port and/or with other members The PI Incubator© A new model for ports and project owners
  • 25. Port Investor is unleashing the untapped global potential of port development… … by addressing the challenges … by creating an open model – the foundation … by making the right structure – the pyramid … by building new models … by empowering you!
  • 26. … what a difference a deal makes… “ We have worked in positions requiring 100 million dollar deals to be cut every year - it’s excruciating - the constant pressure of the scorecard wears you down. But it does not have to be that way - Port Investor is just as much about making investing a fun, creative and effective process for the individuals making a professional career out of it as it is about unleashing potential. Getting connected, engaged and focused around your own deal pyramid can get you that deal that may make all the difference.” Michael Pomerleau Partner Port Investor Michael Moller Partner Port Investor
  • 27. Start building your own pyramid! [email_address] www.port-investor.com www.linkedin.com/groups We are here to assist when you are ready for it