Khaled Hassan Rashed Qatar Economic Forum April 18 th , 2006 Khaled Hassan Rashed Qatar Economic Forum April 18 th , 2006 ...
Table of Contents <ul><li>Investing in Qatar </li></ul><ul><ul><ul><ul><ul><li>Investing in Amwal </li></ul></ul></ul></ul...
Current account balance is estimated at 36.1% of GDP Source:  Economist Intelligence Unit, World Investment Report 2005, Q...
Source:  Economist Intelligence Unit, World Investment Report 2005, QNB, related Stock Market Qatar – “An Opportune Time t...
<ul><li>MENA IPO Fund </li></ul><ul><li>Targeting IPO and Pre-IPO investment opportunities in addition to taking strategic...
Source:  Amwal’s Management Investment Opportunities in Qatar – Investment Banking  Opportunity  Comments Key Segment  Div...
Table of Contents <ul><li>Investing in Qatar </li></ul><ul><ul><ul><ul><ul><li>Investing in Amwal </li></ul></ul></ul></ul...
World Class  Financial Services International Connectivity Significant Human Traffic Hospitable  Business Environment Crit...
1998 -  2002 2003 & 2004 2005 2006 <ul><li>Formation of QLIC – Qatar Ladies Investment Company </li></ul><ul><li>Infusion ...
Evolution of Amwal 1998 - 2002 Source:  Amwal’s Management Strong Shareholder Base <ul><li>Founded by the most progressive...
The Evolution Continues… 2003 & 2004 Source:  Amwal’s Management Strong Shareholder Base <ul><li>Two of the most reputable...
The Evolution Continues… 2005 Source:  Amwal’s Management Strong Shareholder Base <ul><li>Based on their strong belief in ...
Table of Contents <ul><li>Investing in Qatar </li></ul><ul><ul><ul><ul><ul><li>Investing in Amwal </li></ul></ul></ul></ul...
Ithmaar Bank  <ul><ul><li>Exclusive underwriter in Qatar for one of the largest IPOs (QAR 1.2 billion). </li></ul></ul><ul...
Asset Management Track Record – Proprietary Portfolio Source:  Amwal’s Management   Proprietary Fund DSM Index Jan-04 to D...
Asset Management Track Record – Al Mahfatha Portfolio  AL-Mahfatha DSM Index *As of December 2005 Source:  Amwal’s Managem...
Qatar Gate  Fund <ul><li>First mutual fund in Qatar, launched in July 05 </li></ul><ul><li>Funds under management: QAR 130...
Amwal – The Company of Firsts!!!! <ul><ul><li>First investment company to be licensed by QCB </li></ul></ul><ul><ul><li>1....
INVEST IT RIGHT, AMWALIZE IT
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  • We have seen a growing interest in a variety of investment products. Our asset management team provides a broad range of innovative investment products that cater to the varying needs of our clients. Some of the investment funds planned to be launched in the near future are: The MENA IPO Fund will: Target IPO and Pre-IPO investment opportunities and will take strategic minority stakes in listed companies in the MENA region. Our Islamic Private Equity / Mezzanine Fund will: Offer Shariaa compliant funds that cater to the growing number of investors seeking to participate in the Islamic Finance space. The Regional Real Estate Fund will: Facilitate investors’ participation in the GCC real estate boom and will reduce their risk exposure. Our Fixed Income Fund Will cater to investors who wish to preserve capital and get a fixed rate of return per annum, investing in fixed income products (i.e., Certificates of Deposits, Treasury Bills, and Bonds.)
  • We have seen a growing interest in a variety of investment products. Our asset management team provides a broad range of innovative investment products that cater to the varying needs of our clients. Some of the investment funds planned to be launched in the near future are: The MENA IPO Fund will: Target IPO and Pre-IPO investment opportunities and will take strategic minority stakes in listed companies in the MENA region. Our Islamic Private Equity / Mezzanine Fund will: Offer Shariaa compliant funds that cater to the growing number of investors seeking to participate in the Islamic Finance space. The Regional Real Estate Fund will: Facilitate investors’ participation in the GCC real estate boom and will reduce their risk exposure. Our Fixed Income Fund Will cater to investors who wish to preserve capital and get a fixed rate of return per annum, investing in fixed income products (i.e., Certificates of Deposits, Treasury Bills, and Bonds.)
  • Innovative Products Some of the new products and services currently being developed include: -Shariaa-compliant solutions for all product categories, -A comprehensive offerings for Non Resident Indians - And cost effective investment consolidation services. Distribution Channels Future Financial Planning has begun to establish a network of distribution channels through strategic partnerships with leading commercial banks, travel agencies, call centers and online channels.
  • Innovative Products Some of the new products and services currently being developed include: -Shariaa-compliant solutions for all product categories, -A comprehensive offerings for Non Resident Indians - And cost effective investment consolidation services. Distribution Channels Future Financial Planning has begun to establish a network of distribution channels through strategic partnerships with leading commercial banks, travel agencies, call centers and online channels.
  • Innovative Products Some of the new products and services currently being developed include: -Shariaa-compliant solutions for all product categories, -A comprehensive offerings for Non Resident Indians - And cost effective investment consolidation services. Distribution Channels Future Financial Planning has begun to establish a network of distribution channels through strategic partnerships with leading commercial banks, travel agencies, call centers and online channels.
  • Amwal Presentation

    1. 1. Khaled Hassan Rashed Qatar Economic Forum April 18 th , 2006 Khaled Hassan Rashed Qatar Economic Forum April 18 th , 2006 Investing in Qatar “ The Amwal Experience”
    2. 2. Table of Contents <ul><li>Investing in Qatar </li></ul><ul><ul><ul><ul><ul><li>Investing in Amwal </li></ul></ul></ul></ul></ul><ul><li>Advising on Investing </li></ul>Investing in Qatar
    3. 3. Current account balance is estimated at 36.1% of GDP Source: Economist Intelligence Unit, World Investment Report 2005, QNB Qatar – “An Opportune Time to Invest” CAGR 11.6% Real GDP growth is estimated at 6.9% in 2005 GDP per capita is estimated at US$ 45,085 in 2005 Reasons to Invest CAGR 34% Net FDI Inflows (US$ million) CAGR 31.7%
    4. 4. Source: Economist Intelligence Unit, World Investment Report 2005, QNB, related Stock Market Qatar – “An Opportune Time to Invest” (Cont’d) Reasons to Invest CAGR 25.7% Stock market capitalization as % of GDP increased by 225% in 2005 Oil & gas contribution to GDP is estimated at US$ 25.2 billion in 2005 Market index rose by 70.2% to reach 11,053 in 2005 Brokerage – Total Value Traded (US$ million)
    5. 5. <ul><li>MENA IPO Fund </li></ul><ul><li>Targeting IPO and Pre-IPO investment opportunities in addition to taking strategic minority stakes in listed companies in the MENA region. </li></ul><ul><li>Islamic Private Equity / Mezzanine Fund </li></ul><ul><li>Structuring Shariaa compliant funds to cater to the increasing number of investors seeking to participate in the Islamic Finance space. </li></ul><ul><li>Regional Real Estate Fund </li></ul><ul><li>Facilitating investors’ participation in the GCC real estate boom and reducing their risk exposure by investing in a diversified regional real estate fund. </li></ul><ul><li>Fixed Income Fund </li></ul><ul><li>Catering to investors who wish to preserve capital and get a fixed rate of return per annum. The fund will invest in Certificates of Deposits, Treasury Bills, Bonds, and other fixed income products. </li></ul>New innovative funds catering to investors with different risk/return profile Source: Amwal’s Management Investment Opportunities in Qatar – Asset Management
    6. 6. Source: Amwal’s Management Investment Opportunities in Qatar – Investment Banking Opportunity Comments Key Segment Divestment Partnerships Family Groups <ul><li>Groups may divest their business due to generational issues, strategic focus or to diversify shareholder base. Investment Banking firms can advise them on viable exits with minimum risk </li></ul><ul><li>Investment banks can also advise business groups on partnering with PE funds to benefit from their value creation discipline, corporate governance, compliance, etc </li></ul>Corporate Refocus Distressed Sale Multinationals <ul><li>Companies may sell their non-core business for strategic reasons such as concentration on core businesses or region. Investment banks will facilitate the sale process. </li></ul><ul><li>Alternatively they may require the services of an investment bank to sell part of or all their business for financial reasons or to raise capital for organic and acquisitive growth </li></ul>Sector Liberalization Privatization Sector Liberalization/Privatization <ul><li>Investment banks with sophisticated research and market knowledge will be able to provide clients on investment opportunities arising because of sector liberalization </li></ul><ul><li>Investment banking firms will play a key role in the facilitation of the potential privatization drive that the government will undertake providing advice to both buyers and sellers. </li></ul>Consolidation Small/Medium Enterprises (SMEs) <ul><li>Fragmented nature of industries and regulatory changes such as WTO and GATT are likely to fuel consolidation and M&A advisory will be a key value added service provided by investment banks </li></ul><ul><li>Credible management looking for opportunities to own a stake in their business will approach investment banks to find a suitable private equity sponsor </li></ul>Management Buy-outs
    7. 7. Table of Contents <ul><li>Investing in Qatar </li></ul><ul><ul><ul><ul><ul><li>Investing in Amwal </li></ul></ul></ul></ul></ul><ul><li>Advising on Investing </li></ul>Investing in Amwal
    8. 8. World Class Financial Services International Connectivity Significant Human Traffic Hospitable Business Environment Critical Success Factors for Setting up an Investment Bank Source : Abraaj Capital Analysis Financial Capital Strong Shareholders Proactive Approach Market Opportunity Human Capital Critical Success Factors Corporate Governance Source: Amwal’s Management
    9. 9. 1998 - 2002 2003 & 2004 2005 2006 <ul><li>Formation of QLIC – Qatar Ladies Investment Company </li></ul><ul><li>Infusion of seed capital by prominent Qatari institutions and individuals </li></ul><ul><li>Obtaining License from QCB </li></ul><ul><li>First line of Business - Financial Planning </li></ul><ul><li>Re-branding of Amwal </li></ul><ul><li>Abraaj & Shuaa Capital acquire stake in Amwal </li></ul><ul><li>Infusion of fresh international capital from new investors </li></ul><ul><li>Asset Management & Investment Banking introduced </li></ul><ul><li>Al Mahfatha portfolio launched </li></ul><ul><li>Formation of key committees </li></ul><ul><li>Proactive management approach by shareholders </li></ul><ul><li>Expansion of team to 50 investment professionals </li></ul><ul><li>First mutual fund launched – Qatar Gate Fund </li></ul><ul><li>Introduction of new grading and compensation structure </li></ul><ul><li>Capital increased to QAR 162.5 million </li></ul><ul><li>Market leaders in investment banking, asset management and financial planning </li></ul><ul><li>New corporate identity </li></ul>Amwal from inception to date Source: Amwal’s Management <ul><li>Launch of proprietary portfolio </li></ul>
    10. 10. Evolution of Amwal 1998 - 2002 Source: Amwal’s Management Strong Shareholder Base <ul><li>Founded by the most progressive Qatari Institutions including Qatar National Bank, Qatar Navigation and Qatar Foundation under the leadership of Sheikha Hanadi – Vice Chairperson and Managing Director. </li></ul>Human Capital <ul><li>Skilled investment professionals with expertise in financial planning were hired to execute. </li></ul>Market Opportunity <ul><li>Seed capital was provided by Qatar National Bank, Qatar Navigation, Qatar Foundation and prominent Qatari individuals. </li></ul>Financial Capital Proactive Approach Corporate Governance <ul><li>Opportunity to cater to the investment needs of Qatari ladies offering savings plan, insurance, investment and protection plans. </li></ul><ul><li>Top-down niche approach through intensive market research and analysis of clients investment needs. </li></ul><ul><li>Internal policies & procedures were put in place to ensure corporate governance and compliance with QCB regulations. </li></ul>
    11. 11. The Evolution Continues… 2003 & 2004 Source: Amwal’s Management Strong Shareholder Base <ul><li>Two of the most reputable regional investment houses, Abraaj Capital and Shuaa Capital from the UAE took a stake in Amwal through a pioneering Private Equity and M&A transaction in Qatar. </li></ul>Human Capital <ul><li>Hired experienced Director and Business Development executives for Financial Planning. </li></ul><ul><li>Seasoned investment professionals hired for the two new divisions. </li></ul>Market Opportunity <ul><li>Infusion of fresh capital through foreign direct investment (FDI) by regional firms, Abraaj Capital and Shuaa Capital. </li></ul>Financial Capital Proactive Approach Corporate Governance <ul><li>Significant opportunity in asset management with specific focus on investing in the expanding equity market in Qatar due to easing of restrictions and incentives for companies to list on the DSM. </li></ul><ul><li>Addition of 2 new business lines – Investment Banking and Asset Management </li></ul><ul><li>Launched proprietary investment portfolio. </li></ul><ul><li>Launched Al Mahfatha portfolio – The first investment portfolio in Qatar. </li></ul><ul><li>Formation of key committees such as Audit and Risk committee to supplement the executive committee. </li></ul>
    12. 12. The Evolution Continues… 2005 Source: Amwal’s Management Strong Shareholder Base <ul><li>Based on their strong belief in the business, shareholders took a more hands-on and pro-active approach and seconded highly skilled managers to further build on the strong foundation of the company. </li></ul>Human Capital <ul><li>The team was doubled by hiring investment professionals representing more than 15 countries. Together they bring over 100 years of combined investment banking and asset management experience. </li></ul>Market Opportunity Financial Capital Proactive Approach Corporate Governance <ul><li>Booming IPO market in the GCC fueling appetite for Mutual Funds investing in the same. </li></ul><ul><li>M&A and private equity deal flow increasing. </li></ul><ul><li>Enhanced the overall organization structure in terms of grading and compensation to reflect high standards of corporate governance, international best practices and ethical standards. </li></ul><ul><li>Capital increased to QR. 162.5 million to facilitate acquisition opportunities in investment banking, asset management and financial planning sectors. </li></ul><ul><li>First mutual fund (‘Qatar Gate Fund’) was launched for both Qatari nationals and expatriates to invest in the DSM and the regional markets. </li></ul>
    13. 13. Table of Contents <ul><li>Investing in Qatar </li></ul><ul><ul><ul><ul><ul><li>Investing in Amwal </li></ul></ul></ul></ul></ul><ul><li>Advising on Investing </li></ul>Advising on Investing
    14. 14. Ithmaar Bank <ul><ul><li>Exclusive underwriter in Qatar for one of the largest IPOs (QAR 1.2 billion). </li></ul></ul><ul><ul><li>First underwriting assignment outside Qatar for Amwal. </li></ul></ul><ul><ul><li>Successfully executed the transaction in a record time of three weeks over-subscribing the issue 3 times </li></ul></ul>Doha Insurance <ul><li>Investment banking advisor on asset allocation and capital deployment. </li></ul><ul><li>M&A advisor on potential acquisitions and investment opportunities. </li></ul>Salam International Investment Limited <ul><ul><li>Advisor to Salam International Investment Limited. </li></ul></ul><ul><ul><li>Conducted a valuation of the company. </li></ul></ul><ul><ul><li>M&A advisor on a potential merger with parent company. </li></ul></ul>Investment Banking Track Record Source: Amwal’s Management
    15. 15. Asset Management Track Record – Proprietary Portfolio Source: Amwal’s Management Proprietary Fund DSM Index Jan-04 to Dec-05: 403% 115% 2005 Growth: 148% 43% Performance Statistics
    16. 16. Asset Management Track Record – Al Mahfatha Portfolio AL-Mahfatha DSM Index *As of December 2005 Source: Amwal’s Management Performance Statistics Jun-03 to Dec-05: 189% YTD : 61%* Performance Statistics Jun-03 to Dec-05: 141% YTD : 36%*
    17. 17. Qatar Gate Fund <ul><li>First mutual fund in Qatar, launched in July 05 </li></ul><ul><li>Funds under management: QAR 130 million as of Feb 06 </li></ul><ul><li>Focused on equity investments in listed companies in Qatar </li></ul><ul><li>First fund to be established in Qatar open to both nationals & expatriates </li></ul>Asset Management Track Record Source: Amwal’s Management
    18. 18. Amwal – The Company of Firsts!!!! <ul><ul><li>First investment company to be licensed by QCB </li></ul></ul><ul><ul><li>1. First investment company catering exclusively to Qatari Ladies </li></ul></ul><ul><ul><li>First Independent Financial Planning Provider in Qatar </li></ul></ul><ul><ul><li>1. First investment in Qatar by institutional private equity players: Abraaj Capital and Shuaa Capital </li></ul></ul><ul><ul><li>First investment company to attract FDI in Qatar </li></ul></ul><ul><ul><li>1. First to launch an investment portfolio in Qatar: Al-Mahfatha Portfolio </li></ul></ul><ul><ul><li>1. First to launch a mutual fund registered in Qatar open for investment to Qataris and Expatriates: Qatar Gate Fund </li></ul></ul><ul><ul><li>First company to underwrite an a non-Qatari IPO: Ithmaar Bank </li></ul></ul>Source: Amwal’s Management
    19. 19. INVEST IT RIGHT, AMWALIZE IT

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