C ELSIUS   C APITAL   A T ECHNOLOGY  I NVESTMENT  F IRM   Pushing the Technology Frontier: Technology Investments in Emerg...
U.S. I NNOVATIONS HAVE BEEN  S UCCESSFULLY  R EPLICATED IN  O THER  G EOGRAPHIES Auctions Portal Search Travel Retail Recr...
E MERGING  M ARKETS  R EMAIN IN THE  “C OPYCAT ” S TAGE OF  D EVELOPMENT  … Purchase Copycat Innovate ? ? ? ? ? TODAY
… B UT  N ATIVE  I NNOVATION WILL  E VENTUALLY  F LOWER IN  K EY  I NDUSTRY  S ECTORS  … China India Russia Latin America ...
… A LTHOUGH   THE  H URDLES TO  S UCCESS ARE  S IGNIFICANT Management Talent Capital Markets Infrastructure Government Sup...
C ELSIUS  C APITAL : P ROVEN  I NVESTMENT  S UCCESS IN  C HINA AND THE  U.S. <ul><li>Early successful investor in China wi...
I NTRODUCTION TO  P ANELISTS <ul><li>India </li></ul><ul><ul><li>Jonathan Ebinger, BlueRun Ventures </li></ul></ul><ul><ul...
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Technology Investments in Emerging Markets

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Technology Investments in Emerging Markets

  1. 1. C ELSIUS C APITAL A T ECHNOLOGY I NVESTMENT F IRM Pushing the Technology Frontier: Technology Investments in Emerging Markets Carlos M. Bhola Managing Partner Washington, D.C. May 20, 2005
  2. 2. U.S. I NNOVATIONS HAVE BEEN S UCCESSFULLY R EPLICATED IN O THER G EOGRAPHIES Auctions Portal Search Travel Retail Recruitment Europe Japan Emerging Markets United States Mid 90’s Late 90’s Early 00’s Financial Services
  3. 3. E MERGING M ARKETS R EMAIN IN THE “C OPYCAT ” S TAGE OF D EVELOPMENT … Purchase Copycat Innovate ? ? ? ? ? TODAY
  4. 4. … B UT N ATIVE I NNOVATION WILL E VENTUALLY F LOWER IN K EY I NDUSTRY S ECTORS … China India Russia Latin America Mobile Applications Networking Semiconductors Broadband Applications Software Development – High relevance – Low relevance KEY:
  5. 5. … A LTHOUGH THE H URDLES TO S UCCESS ARE S IGNIFICANT Management Talent Capital Markets Infrastructure Government Support Governance China India Russia Latin America Mature Evolving Fledgling Abundant Sufficient Scarce Established Evolving Suspect Leapfrog Established Decrepit Enthusiastic Nurturing Non-existent
  6. 6. C ELSIUS C APITAL : P ROVEN I NVESTMENT S UCCESS IN C HINA AND THE U.S. <ul><li>Early successful investor in China with landmark M&A exit (EachNet-eBay) </li></ul><ul><li>Ahead-of-the-curve investments in broadband and mobile services </li></ul><ul><li>Intimate relationships with entrepreneurs, regulators, and co-investors in China </li></ul><ul><li>Proactive, research-driven investment approach </li></ul><ul><li>Accomplished professionals </li></ul>Representative Entrepreneurial Activities Representative Investment Activities
  7. 7. I NTRODUCTION TO P ANELISTS <ul><li>India </li></ul><ul><ul><li>Jonathan Ebinger, BlueRun Ventures </li></ul></ul><ul><ul><ul><li>Board seats: ASIP, Enpocket, LightningCast, Qovia and SunRocket </li></ul></ul></ul><ul><ul><ul><li>Qwest Communications – VP, Marketing </li></ul></ul></ul><ul><ul><ul><li>Bell Atlantic Internet Solutions </li></ul></ul></ul><ul><ul><ul><li>MCI Communications </li></ul></ul></ul><ul><li>China </li></ul><ul><ul><li>Stella Xi Jin, IDG Ventures </li></ul></ul><ul><ul><ul><li>Vantone Investment Group – Partner </li></ul></ul></ul><ul><ul><ul><li>Lorrex Health Products – Co-Founder </li></ul></ul></ul><ul><ul><ul><li>Electric Power Research Institute – Consultant </li></ul></ul></ul><ul><ul><ul><li>Unison International – Project Manager </li></ul></ul></ul><ul><li>Russia </li></ul><ul><ul><li>Mark Sanor, Chiron Capital </li></ul></ul><ul><ul><ul><li>Ernst & Young – M&A Partner </li></ul></ul></ul><ul><ul><ul><li>Anderson – Technology, Communications and Entertainment Partner </li></ul></ul></ul><ul><ul><ul><li>Price Waterhouse – Corporate Finance </li></ul></ul></ul><ul><li>Latin America </li></ul><ul><ul><li>Antonio Bonchristiano, GP Investimentos </li></ul></ul><ul><ul><ul><li>Board seats: ALL, Submarino.com, Gafisa, Sé Supermercados, ABC Supermercados and Playcenter </li></ul></ul></ul><ul><ul><ul><li>SuperMar Supermercados – CFO </li></ul></ul></ul><ul><ul><ul><li>Johnston Associates – Partner </li></ul></ul></ul><ul><ul><ul><li>Salomon Brothers </li></ul></ul></ul>Q&A session to follow presentations

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