ATA INVEST PROFILE New York - Istanbul - Dubai


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ATA INVEST PROFILE New York - Istanbul - Dubai

  1. 1. ATA INVEST PROFILE New York - Istanbul - Dubai November 2007
  2. 2. PART I Overview of Ata Finance Group & Ata Invest
  3. 3. Overview / Ata Finance Group There are four financial services companies under Ata Finance Group umbrella.. Controlling parent , focuse d on investment banking and wealth management . Online Brokerage , focused on Retail Investors Asset M anagement , focused on Retail and Pension Fund Management Closed-end F und M anagement (Listed on ISE) The first “Turkish Investment Banking” operation in Dubai  
  4. 4. Ata Invest / International Network New York - USA Established in 1996 via Agency with AGC Focus : Equity Brokerage & Private Placement Client Base : End Clients Coverage : North America Istanbul - Turkey Established in 1991 via HQ Office Focus : Equity Brokerage & Financial Advisory Client Base : Brokers and End Clients Coverage : United Kingdom Dubai - UAE Established in 2006 full subsidiary of Ata Invest Focus : Advisory Client Base : End Clients Coverage : Gulf cooperation Council Members Frankfurt - Germany Established in 2006 with Sal Oppenheim Focus : Equity Brokerage & Private Placement Client Base : End Clients Coverage : Continental Europe
  5. 5. Overview / Ata Invest – Business Model Ata Invest completed the spin-off of its retail distribution platform and asset management business units and re-defined its business: Wealth Management and Investment Banking. Until 2001... Full-service brokerage house 2001 and onwards... Wealth management & Investment Banking Customer Needs <ul><li>Services: </li></ul><ul><li>E quity brokerage (local & international) </li></ul><ul><li>F ixed income securities trading </li></ul><ul><li>Mutual funds management </li></ul><ul><li>C orporate finance </li></ul><ul><li>P rivate equity </li></ul><ul><li>Research </li></ul><ul><li>Services: </li></ul><ul><li>Wealth Management to high-net-worth investors </li></ul><ul><li>Investment Banking to local and international corporate clients </li></ul><ul><li>Customer sophistication </li></ul><ul><li>Convergence in financial services </li></ul><ul><li>Higher efficiency and better service through segmentation and specialization </li></ul><ul><li>Alternative corporate advisory services </li></ul><ul><li>Strategic alliances established: </li></ul><ul><li>Imperial College, London </li></ul><ul><li>IBS Research & Consultancy, Istanbul </li></ul><ul><li>TicaretNet, Istanbul (Group company) </li></ul>
  6. 6. Overview / Ata Online – Business Model Ata Online is a “one-stop shop” for financial services needs, as a part of the Multi Channel Offering strategy of Ata Finance Group. These services, some backed by strategic alliances, are available via Internet, call center and IVR. ATA ONLINE Core Competencies Customer Needs <ul><li>Electronic Bill Payment </li></ul><ul><li>Credit Card </li></ul><ul><li>Insurance </li></ul><ul><li>Tax Advice </li></ul><ul><li>3 rd party research </li></ul><ul><li>Business, content </li></ul><ul><li>Brokerage </li></ul><ul><ul><li>1 st online broker in Turkey providing integrated financial services </li></ul></ul><ul><ul><li>International equity trading through Instinet (postponed) </li></ul></ul><ul><li>Asset Management / Distribution </li></ul><ul><ul><li>1 st non-bank fund manager </li></ul></ul><ul><ul><li>Fund market coming soon </li></ul></ul><ul><li>AIG Insurance </li></ul><ul><li>Datascope </li></ul><ul><li>Garanti </li></ul><ul><li>Knight Securities </li></ul><ul><li>Taylor Nelson Research (TNS) </li></ul><ul><li>Yurtiçi Kargo </li></ul>Strategic Alliances
  7. 7. Overview / Ata Asset M a n a g ement – Business Model <ul><li>Core competencies developed: </li></ul><ul><li>Proven Track Record </li></ul><ul><li>Solid Performance </li></ul><ul><li>Wide Range of Services </li></ul><ul><li>Part of a Multi Channel Network </li></ul><ul><li>Backed by Professional Research </li></ul><ul><li>Ready & Proven Technology Infrastructure </li></ul><ul><li>Business Excellence </li></ul>Ata Invest spun off its asset management business unit in early 2001 in order to better meet customer needs and to exploit new opportunities of private pension funds system. <ul><li>Customer needs: </li></ul><ul><li>Transparency </li></ul><ul><li>Wide Range of Service </li></ul><ul><li>Prudence </li></ul><ul><li>Professional Research </li></ul><ul><li>Customized Reports </li></ul><ul><li>Strategic alliances established: </li></ul><ul><li>Isvicre Insurance (1993 - 2000) </li></ul><ul><li>AIG Insurance (1999 - to date) </li></ul><ul><li>Koç - Allianz Insurance (2000 - 2002 ) </li></ul><ul><li>Ankara Pension (2003- to date) </li></ul>Until 2001... A family of funds established and managed under Ata Invest 2001 and onwards... Product diversification and new value-add services under a newco Customer Needs Current Portfolio of Open-end Mutual Funds in the Market International Funds Offshore Funds Private Label Funds Financial Consultancy Discretionary Portfolio Management Mutual Fund Management Pension Fund Management Product diversification New value-add services
  8. 8. PART II Investment Banking (IB) Capability of ATA Invest
  9. 9. IB Capability of Ata Invest / Ata Invest Services Private Equity Consultancy Public Offerings Private Placement M&A Privatization Real Estate Convertible Bonds Mezzanine Finance Financial Advisory Equity Capital Markets Debt Capital Markets <ul><li>Investment Banking Capability through 1 3 years of consistent operations, continuity of senior management, f ocused approach and c ustomized market solutions (hence the success of Ata Private Equity) </li></ul><ul><li>Institutional , macro economic, industrial and corporates Research Capability through 1 5 years of consistent operations </li></ul><ul><li>Excellent Relationships with State (Privatization Administration, Capital Markets Board, Treasury), Leading Corporates (Alliances and JVs) and International institutional/ financial investors </li></ul>Corporate Bond Real Estate <ul><li>Since 1994, Ata Invest has ; </li></ul><ul><li>U nderwritten and distributed the shares of 6 0+ companies via IPOs & SPOs, </li></ul><ul><li>S tructur ed , execut e d and managed several private placements. </li></ul><ul><li>Since 1994, Ata Invest has ; </li></ul><ul><li>S tructur ed and execut e d a wide range of domestic & international M&A transactions , </li></ul><ul><li>T aken part in 25% of all “Private Equity” projects as the first Turkish EVCA member , </li></ul><ul><li>P rovided services in s everal privatization projects on both &quot;buy-side&quot; and &quot;sell-side ”, </li></ul><ul><li>C ompleted several consultancy projects, where the scope of work included feasibility studies, strategic planning, sectoral analysis, investor relations, project management and financial restructuring . </li></ul><ul><li>Ata Invest provides a property solutions platform where real estate expertise is combined with the investment banking capability to create ‘one stop shopping’ opportunity to clients investing in Turkish Real Estate Market. </li></ul><ul><li>Ata Invest’s strategic alliance brings its broad knowledge and experience in Turkish real estate market along with its strong local contacts. </li></ul><ul><li>Ata Invest leverages on its strong position in Financial Advisory and Equity Capital Markets to produce customized solutions to customers with the inclusion of the new debt instruments in alliance with top quality institutions. </li></ul><ul><li>L aunched ‘Equity Linked Financing Services’ in alliance with a major Partner , </li></ul><ul><li>W ill launch ‘Corporate Bonds’ financing in 2007 in alliance with a major Partner, </li></ul><ul><li>will launch ‘Private Mezzanine’ financing services in 2007 in alliance with a Mezzanine Fund. </li></ul>
  10. 10. IB Capability of Ata Invest / Private Equity Sparx-Nomura Sell-Side Advisory 1995 Sell-Side Advisory 1997 Safron Advisors Buy-Side Advisory 1998 Buy-Side Advisory 1999 Accelerated Book-Building 2004 Accelerated Book-Building 2006 AIG Blue Voyage Fund Strategic Advisor 2000 - 2006 Sell-Side Advisory 2000 Sell-side Advisory Pending Project “ Mortar-ETI” Buy-side Advisory Pending Project “ Bazaar”
  11. 11. Buy-side Advisory 2006 Buy-side Advisory 2006 Buy-side Advisory 2000 IB Capability of Ata Invest / Mergers & Acquisitions Sell-side Advisory 1995 Sell-side Advisory 2000 Buy-side Advisory 2005 Sell-side Advisory 2004 Buy-side Advisory 2005 Buy-side Advisory 2007 Sell-side Advisory 2007 Buy-side Advisory 2007 Buy -side Advisory 2007 Project Hittite Project Mattise Buy-side Advisory 2007 Project Topkapi Buy-side Advisory 2006
  12. 12. IB Capability of Ata Invest / Privatization Advisory Buy-Side Advisory 1995-1997 Sell-Side Advisory 1998-2003 ÇAYCUMA Sell-Side Advisory 1998-2003 BOLU Sell-Side Advisory 1998-2003 AFYON Sell-Side Advisory 1998-2003 BALIKESİR Sell-Side Advisory 1998-2003 AKSU Sell-Side Advisory 1998-2003 İZMİT Sell-Side Advisory 1998-2003 KASTAMONU Sell-Side Advisory 1998-2003 DALAMAN Sell-Side Advisory 1998-2003 AKDENİZ Buy-Side Advisory 2005 Buy-Side Advisory 2005
  13. 13. IB Capability of Ata Invest / Consultancy 1995-2002 1997-2000 1998 1998 1998-2002 1999 2000 2003 2004 2006 Pending Project “Monet” 2007
  14. 14. IB Capability of Ata Invest / Public Offerings Pre-2000 1994 1995 1995 1995 1996 1997 1998 1994 1995 1995 1996 1997 1997 1998 1995 1995 1995 1996 1997 1998 1998
  15. 15. IB Capability of Ata Invest / Public Offerings 2000 – 2004 2000 2000 2000 2000 2004 2004 2000 2000 2000 2000 2004 2004 2000 2000 2000 2000 2004 2004 2000 2000 2000 2002 2004
  16. 16. IB Capability of Ata Invest / Public Offerings Post-2004 2006 2006 2006 2006 2005 2005 2005 2006 2005 2006 2006 2007 2007 2007 2007 2007 2007 2007
  17. 17. IB Capability of Ata Invest / Privatization – SPOs SPO 1998 SPO 2006 SPO 2000 SPO 2000 SPO 2005 SPO 2004 Türkiye İş Bankası
  18. 18. IB Capability of Ata Invest / Research Ata Invest is one of the top local research houses... <ul><li>According to AQ Research Ata Invest is; </li></ul><ul><ul><li>No: 1 in 2005 in Turkish Mid Cap Recommendations </li></ul></ul><ul><ul><li>No: 1 in 2005 in Turkish Small Cap Recommendations </li></ul></ul><ul><ul><li>No: 1 in 2006 in Turkish Small Cap Recommendations </li></ul></ul><ul><li>Product Diversity </li></ul><ul><ul><li>32 reports of varying frequencies on key ISE companies and sectors, financial markets, macroeconomic and political developments. </li></ul></ul><ul><li>Electronic Distribution </li></ul><ul><ul><li>Bloomberg </li></ul></ul><ul><ul><li>Multex </li></ul></ul><ul><ul><li>Internet Securities </li></ul></ul><ul><ul><li>I/B/E/S International </li></ul></ul><ul><li>Ata Invest‘s research reports can legally be distributed in the USA. </li></ul><ul><li>Ability to initate new sector coverage (ie: Software, Internet and Telecom) </li></ul>Source: European Midcaps Yearbook 2005 and European Smallcaps Yearbook 2007 published by AQ Research Ltd.
  19. 19. IB Capability of Ata Invest / Recent Conferences 17 December 2006 <ul><li>Organized by Ata Invest </li></ul><ul><li>Participants were 6 of the biggest companies in Turkey and also Privatization Administration </li></ul>Participants Ali Babacan, M inister of S tate for E conomic A ffairs Metin Kilci, President of Privatization Administration Erdoğan Bayraktar, President of Housing Development Administration
  20. 20. IB Capability of Ata Invest / Recent Conferences <ul><li>Organized by Ata Invest & Auerbach Grayson </li></ul><ul><li>Participants were 12 of the biggest companies in Turkey. </li></ul>Participant Companies TURKISH INVESTOR CONFERENCE 2006 New York (October 30-31) BANKING ON TURKEY 2006 London (October 18) “ Banking on Turkey” conference, organized by İşbank, Ata Invest , DEİK, The Banker, Foreign Direct Investment and Financial, Speakers <ul><li>Ali Babacan, M inister of S tate for E conomic A ffairs </li></ul><ul><li>İbrahim Çanakçı, Undersecretariat of Treasury </li></ul><ul><li>Tevfik Bilgin, Chairman, Banking Regulation and Supervisory Agency </li></ul><ul><li>Doğan Cansızlar, Chairman,Capital Markets Board of Turkey </li></ul><ul><li>Kadir Topbaş, Mayor of Istanbul Metropolitan Municipality </li></ul><ul><li>Aykut Demiray, Deputy CEO, IS BANK </li></ul><ul><li>François Gamet, Director Energy Finance, Standard Bank Plc </li></ul><ul><li>Mehmet Sami, Executive Board Member, Ata Invest </li></ul><ul><li>Murat Özgen, General Manager, Is Venture Capital </li></ul><ul><li>Metin Mansur, Chairman of DEIK/Turkish British Business Council </li></ul><ul><li>Mehmet Şimşek, Head of Fixed Income Strategy&Economics Research for Emerging EMEA, Merrill Lynch </li></ul><ul><li>David Brewer, Alderman,Lord Mayor of the City of London </li></ul><ul><li>Yolanda Courtines, Vice President, JP Morgan </li></ul><ul><li>Metin Ar, Predident and CEO,Garanti Securities </li></ul>
  21. 21. IB Capability of Ata Invest / Conferences & Roadshows Recent Individual Roadshows & Private Placements: Organized by Ata Invest & Auerbach Grayson Held in New York City on November 7th & 8th, 2005 <ul><li>Representing 20% of ISE Mcap </li></ul><ul><li>Meeting with nearly 40 institutional Investors (combined AUM of 2.5 Trillion $) </li></ul>January 2005 January 2005 1997-2007 ATA Annual Strategy Roadshow October 2005 March 2005 May 2006 May 2006 TURCAS
  22. 22. New York - Istanbul - Dubai www. atainvest .com Address : Emirhan C ad . No: 145/A Atakule Kat: 11 34349 Balmumcu İst anbul Tel : +90-212 310 6250 Fax : +90-212 310 625 9 Address : Emirates Towers Level 41 Sheikh Zayed Road Dubai U .A.E Tel : + 971 50 348 5575 Address : 25 West 45th Street New York NY 10036 USA Tel : 1 -212-557 4444 New York Auerbach Grayson & Company İstanbul Dubai