Artemis Worldwide is a specialized management advisory
firm providing c-suite strategic consulting based in Stamford
CT. The firm advises institutional clients globally, including
leading asset managers, pension funds, payments companies,
private family offices and established companies mainly in the
financial services industry.
AIX Worldwide is a premier advisory, placement and
referral firm headquartered in Bermuda. The Firm serves as
a premium one-stop service provider for capital raises and
exchange listing activities. In addition, it offers clients access to
numerous global relationships that will connect them with
leading investors around the world and unique investment
opportunities.
1. Clarien Bank Limited
P.O. Box HM 665
Hamilton HM CX
441 296 6969
www.clarienbank.com
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Note: The attached document is strictly confidential. Please do not reproduce or distribute to others. Without the
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W O R L D W I D E
ARTEMIS
Corporate Presentation
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Overview of Affiliated Firms
AIX Worldwide is a premier advisory, placement and
referral firm headquartered in Bermuda. The Firm serves as
a premium one-stop service provider for capital raises and
exchange listing activities. In addition, it offers clients access to
numerous global relationships that will connect them with
leading investors around the world and uniqueinvestment
opportunities.
Artemis Worldwide is a specializedmanagement advisory
firm providing c-suite strategic consulting based in Stamford
CT. The firm advises institutional clients globally, including
leading asset managers, pensionfunds, payments companies,
private family offices and established companies mainly in the
financial services industry.
3. Artemis and AIX Worldwide
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Artemis Worldwide Services
Business Model Implementation
Operations Design
Vendor Selection
Transaction Advisory & Fundraising
Product Strategy
Market Entry & International Expansion
Program, Project & Process Management
Interim Executive
Future State Vision
Strategic Plan Development
Market Evaluation & Competitive Analysis
Marketing Strategy
Innovation
Organization Structure & Processes – Resource
Allocation, Performance Management, Planning
Strategy Workshops & War Gaming
Corporate and Business Unit Strategy Business Development & Implementation
Examples of how we help your Executive Team make informed strategic decisions and drive results
Enablers
Ø Fintech
Ø Prepaid
Ø International Payments
Special Focus Areas
Markets
Ø US, Canada and Latin America
Ø Underbanked
Ø Hispanic Segment
Trends
Ø Banking Digitization
Ø Money in Motion / Transitioners
Ø Public / Private Partnerships
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Senior Team Members’ Recent Project Experience
Corporate and Business Unit Strategy Business Development & Implementation
For a leading paymentsnetwork,designed strategy
initiativesbased on assessment ofmarket externalitiesand
potentialdiscontinuities,and topmanagementwargaming.
Recommendednewbusinessmodels and verticalsthat have
proved successful
For a Fortune 100 financial servicesfirm,led formulation
of a multi-yeardiversificationstrategy. Alignedbusiness
unit strategiesthrough“boot camps” and strategic mapping.
Strategy ison track to meet aggressive growth targets
For an investmentmanager,led a strategic reviewand
developedlong-termdirectionto uncoverpotentialgrowth
opportunities
For a private-equity-owned federally charteredbank,
developedstrategy for newdivisionto offera variety of
paymentsservices. Led launchoffourbusinesslines: ACH
processing,prepaidsponsorship,credit issuing,and
acquiring
For a publiclytraded regional bank,performed strategic
assessmentsof majorbusinesslines.Identified,quantified
and prioritized opportunitiesto enhance shareholdervalue
by delivering significant profit growth
For a large pensionfund provider,established a
marketing initiative targeting the USHispanic market
segment. Communityoutreach and educational programs
increased customerengagement
For a venture-backed program manager looking to build
mobile based remittance solutionsforthe underbanked,
led prepaidprocessor selectionand contracting
For the paymentsdivisionof a private-equity-backed
federally chartered bank,designed businessmodel. Led
successful launchofproduct lines: ACH, Prepaid,Credit,
and Acquiring
For a large private equity firm, developed detailed global
forecastfor chip cards
For a large financial institution,establishedan
institutional capability for strategic planning anda high
impact internal advisoryteamfocused on issuesofgreatest
operational concern to the firm
For a large global not-for-profit,engineeredand
assembled an in-house strategic supportunit with an
emphasison LatinAmerica
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Artemis Worldwide’s Value Proposition
Why engage Artemis?
Direct, high-level relationships. Client executives have close contact with our most experienced advisors,
so you always get our best advice.
Industry knowledge and connections. Our people have deep understanding of the financial services
industry and the issues it faces.
Real-world experience. Our team has many years of operating experience at financial services companies,
in senior positions including CEO, Head of Corporate Development, and Chief Strategy Officer. We know
how to translate strategy into programs and initiativesthat get results.
Consulting experience. Our people also have extensive consulting experience at quality firms, and know
how to deliver high value in a short time.
Stakeholder engagement and executive communications expertise. We have deep experience in
designing and producing strategic offsites, board communications, marketing communications – all the
interactions that will help make your initiative a success.
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Artemis Senior Team Brings Corporate Strategy,
Payments & Operational Experience Globally
Rob MacColl is a Payments executive with large and small company leadership experience
covering product and business development, sales, fundraising,financial management,and legal.
Previously have focused on CFO and Corporate Development roles with extensive deal experience.
Experiences include: Group Executive at MasterCard, CFO of eBillme, Consulting (independent and
with Marakon Associates).
Clarence Weems brings more than 20 years of experience in strategy formulation, management
consulting, and financial communications. Most recently,co-formulated, documented and refreshed
TIAA’s corporate strategy. Prior experience includes MasterCard Advisors, McKinsey, and Morgan
Stanley Equity Research. Mr. Weems holds a BA in Political Science and Psychology, with High
Honors, from Fordham University.
Jairo Riveros, President of AIX International and Managing Director of Artemis Worldwide
Services. Mr. Riveros brings almost 20 years of experience in strategic development and
implementation including successfully helping selected Fortune 100 firms develop successful long
term visions, launch new products globally or leverage newsegments.
Leslie Bains is an experienced senior CEO with significant corporate and non-profit fiduciary,
investment, finance, audit and governance experience through corporations and board membership
with universities and non-profits. She has been Chair,CEO or Vice Chair of eleven for-profit and
non-profit organizations.
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AIX serves as a one-stop premium provider for exchange listings and capital
placement activities, as well as a source of compelling investment opportunities
from around the world.
The Firm guides its clients through the entire listing or fundraise process. Some of
those activities include:
Assisting with all aspects of issuing stock, debt or similar capital
instruments, along with any additional listings on major North American
or European exchanges.
Providing investment banking, placement and fundraising advisory
services, such as pre-IPO and post public funding, investor relations and
public relations services.
Additionally, through the establishment of its trusted global network, AIX
leverages numerous global relationships to connect sources of capital with
attractive, high-quality investment opportunities in markets around the
world.
AIX – Alternative Investment Exchange
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Database of
Sourcesof
Capital
Relational
Network
Management
Database of
Investment
Deals/
Opportunities
A More Efficient Alternative to the Traditional
Business Investment Model
Sourcesof
Investment
Capital
Distribution
Channels
Investment
Managers
Investment
intermediaries
Placement
Agents
Direct
Investment
Intellectualcapital
Sourcescapital
updating
Open transactions
Closed transactions
AIX Trusted Network
By geography
By type of
financing
By type of
company/ project
By influencer
By geography
By type of
financing
By type of
company/
project
By influencer
The AIX model eliminates numerous steps and parties, saving the client time and money
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Banks
Venture backers
Larger circle
funders &
friends
Source of
Capital
Stage I
Seed / Start-
up
Stage II
Model
Validation
Stage III
Growth ‘A’
Period
Stage IV
Established
Stage V
Growth ‘B’
Period
Stage VI
Diversify and
Expand
Start-up
Mature
AIX focus
Mezzanine Listing
Major Listing
Seed funds
Founders
Angels & friends
Private equity
Family Office
Alliance partner
investors
Other
Ltd. Fund, REIT, etc.
offerings
Hong Kong Growth
Enterprise Market
(GEM)
Singapore Stock
Exchange
BSX mezzanine
Public – e.g.
- BSX
- AIM
- Bovespa
- MILA
- NASDAQ / OMX
- TSE
- Zurich
- Other
Public – e.g.
- DAX
- LSE
- NYSE-Euronext
- Other
Stages of Micro-Economic Capital Formation
AIX focus is on companies at Stage III onwards
Originations Network
[Originating Investments]
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AIX Global Reach of Investors and Opportunitites
Austria
Argentina
Bolivia
Brazil
Canada
Chile
China
Colombia
Costa Rica
Dominican Republic
Ecuador
El Salvador
France
Guatemala
Ghana
Germany
Hong Kong
India
Indonesia
Italy
Malaysia
Mexico
Philippines
Panama
Paraguay
Peru
Russia
South Africa
Spain
Sri Lanka
Thailand
Turkey
United
Kingdom
Uruguay
United States
The AIX Worldwide network is comprised of
approximately10,000 contacts in 35 countries.
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AIX – Samples of Investment Opportunities
Energy:
A North American-based
company acquiring additional
assets in the oil and gas sector
Consumer:
A Latin American company
creating consumables from
environmental sources
FinTech:
A leading FinTech fund with a
focus on Financials, Business
Services and Consumer Services
Sample Locations:
United Kingdom
Switzerland
Central America
South America
United States
Canada
Bermuda
Caribbean
Payments:
A market leader in e-commerce
payment solutions for
international merchants
Sample Industries:
Financials
Insurance
Real Estate
Health Care
Oil & Gas
Renewables
Technology
Infrastructure
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AIX – Overview of Investor Network
Over 550 institutional and high net worth investors have currentlybeen identified
and qualified
Samples of investment strategies identified:
Investors are locatedaround the world in 35 different countries
Long/Short Equity
Event-Driven
Mezzanine
Power/Energy
Secondaries
Late Stage Venture / Early Growth
Project Finance
Buyout
Credit
Emerging Markets
Insurance Linked
Securities
Macro
FinTech
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AIX Team Brings Transaction And M&A
Experience Globally
Francisco Tachi Cazal,SeniorVice President forGlobal Operations,managesa network ofprofessionaland
institutional relationshipsand leadsthe Firm’seffortsin cross-bordertransactions,facilitationand business
development activitiesin more than 30 countries. Mr. Cazal leadsthe team’sefforts in identifying the companies
and then promoting the BSXin coordination with the trusted network ofindividualsin the different countries.
Deirdre Sheehan, ManagingDirectorofAIX Worldwide and DirectorofArtemis Worldwide. Ms.Sheehan,a
US/EC citizen,beganhercareerwith Morgan Stanley andhasworked with leading institutions,sovereignwealth
fundsand significant family officesfromaround the world in all aspectsoffundraising and investment.
Jairo Riveros,PresidentofAIX Internationaland ManagingDirectorofArtemisWorldwide Services.Mr.Riveros
bringsalmost 20 yearsofexperience in strategic development and implementationincluding successfully helping
selected Fortune 100firmsdevelop successful long termvisions,launch newproductsglobally orleverage new
segments.
Mark Slomiany,Advisorto AIX Worldwide and ArtemisWorldwide. Dr. Slomiany began hiscareerasa scientist
and professor,moving through industrialliaison to analysisofglobal sectorsand investments.He hasserved as
consultant to HC Wainwright and WellsFargo Securitiesand recently received an associate appointment to the
Mossavar-Rahmani CenterforBusinessand Government at Harvard University.
Alex Conyers,Advisorto AIX Worldwide and ArtemisWorldwide. Mr.Conyersbringsnumerousyearsof
transaction management experience with a focuson IPOs, securitisation,and corporate restructuring.Mr.Conyers
was previously with Clarien Bankin Bermuda where he took on responsibilitiesacrossmultiple areasincluding
corporate finance and asset management.
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Artemis & AIX Worldwide Board of Advisors
Keith Stock. Mr. Stock isSeniorAdvisorto The Brookside Group,Managing DirectorofC&Co/PrinceRidge LLC,(full service
investment bank),SeniorManaging DirectorofFirst Financial Investors,Inc.(private investment firm)and Chairman ofClarien
Group Limited.(Bermuda-based investment bank).Mr.Stock previously served asPresident ofMasterCard Advisors,Chairman
and CEO of St. LouisBank,FSB,Chairman ofTreasury Bank Ltd.,and asa directorofSevern Bancorp,Inc. Mr. Stock hasalso
held seniorpartnerroleswith AT Kearney,Capgemini,Ernst &Young and McKinsey& Co.
JohnIrwin. Mr. Irwin isManaging PartnerofThe Brookside Group.Mr.Irwin co-founded The Brookside Group in 1977 and
remainsitslead investment officer.Mr.Irwin and hispartnerswere pioneersin the field ofleveraged buyoutsstartingin the late
1970s.Mr.Irwin hasbeen active in developing strategic plans,driving operational improvements,and managing numerous
private and public financingsforportfolio companiesand is a directorofseveral private companies,including KokinoLLC.
Kumar Mahadeva. Mr. Mahadeva servesasthe founder,ManagingPartnerof Kubera Partners,a publicly tradedprivate equity
fund investingin businessesthat operatein the US– India corridor.PriorMr. Mahadeva wasthe founderand formerChairman
and CEO of Cognizant TechnologySolutions(CTSH),one of the fastest-growing technology servicescompaniesin the world.He
was the driving force behindCognizant,a Fortune 500 company with a $30 billion market capitalization.
Wayne Baden. Mr. Baden isa SeniorPartnerin the law firm of SchlamStone &Dolan LLP. His practice isfocused on advising
clientson structuring investment vehicles,corporate and legal risk management,and corporate fiduciaryresponsibility in the
course of growing and developing,acquiring,divesting and/orrestructuring financial institutionsand investment management
firms. His advisory work in particularhasfocused on addressingthe corporate governance,financialtransaction,insurance,and
otherforms of value creation andexchange transactions.
Silvio Barzi. Mr.Barzi is a FounderofClarima Banca and servesasitsChiefExecutive Officer.Mr.Barzi served as an
Executive Vice PresidentofUniCredit Group until hisretirement at the end of2009 and also served asa Deputy General
ManagerofUnicredito Italiano.Mr.Barzi isa Directorof MasterCard Worldwide and otherpublicsboards.
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Contacts
AIX Worldwide Headquarters
5th Floor, Andrew’s Place,
51 Church Street, Hamilton HM12
Bermuda
+1 (203) 595-4545
www.aixworldwide.com
Artemis Worldwide Headquarters
One Stamford Forum
201 Tresser Boulevard, Suite #345
Stamford, Connecticut 06901 USA
+1 (203) 595-4545
www.artemisworldwide.com