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• 1. Business & Contact Information
• VIE FINANCE S.A.: 4 October 28th str.,15124,
• Maroussi, Athens – GREECE
• info@viefinance.gr - www.viefinance.gr - Tel. 210 6149555
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2. Contact Persons:
• For V-Securitization :Mr. Dimitrios Vasiliou,
• Cell. 6974 496919
• Email: dvasiliou@viefinance.gr
• For: V-Private Equity :Mr.Dimitrios Shistohilis,
• Cell. 0030 6938138279, 00447700004124
• Email: dshistohilis@viefinance.gr
• For: V-Exports :Mr.Panos Zissoglou,
• Cell 0030 6930 773992
• panzhs@yahoo.com
• MEMBERS OF THE BOARD OF DIRECTORS
• Vasiliou Dimitrios President dvasiliou@viefinance.gr
• Papazacharias Evagelos CEO vpapazaharias@viefinance.gr
• Kefalineos Nikolaos Βoard member nkefallinaios@viefinance.gr
• Spanopoulos Kyriakos Βoard member kspanopoulos@viefinance.gr
• Our logo: “ Prosperity ” in Greek “ Evimeria ”
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Company History
Vie Finance S.A. was founded on February 2011, by a
small group of professionals in order to cover the
healthy Investing in the real economy and their
interconnection with stock exchanges.
3.Strategy
• a. Vision statement
• To be the company that best understands and satisfies
the client.
• We are:
• A company with trustworthy
• Our customer’s preferred Finance & Investment Advisor
• A forward looking company
3.Strategy
• b. Mission statement
• To provide superior quality consulting services that:
• CUSTOMERS recommend to their business partners and
friends,
• EMPLOYERS are proud of,
• CLIENTS preferance for their problems solved and
• INVESTORS seek for long term returns.
3.Strategy
3.Strategy
• c. Values
• Our Values are following the basic Principles of life that are
to govern all activities
• d. Economic intent
• A strong and sound company for our stakeholders
3.Strategy
• e.Business goals & objectives
• Delivering Winning Solutions That Inspire Work life
• Delivering = Our actions speak louder than words. We are
accountable: doing what we say we're going to do efficiently and on
time.
• Winning = We act with confidence. We're proud to win. We push
ourselves to greater heights. And we don't settle for less than being
the best.
• Solutions = We listen to our customers and understand their needs.
We offer products, services and innovative thinking that enable our
customers to achieve success.
• Inspire = Our inspiration is contagious and enables us to unleash
creativity to help people achieve their goals. Our motivation and
enthusiasm inspire others to succeed.
• Work life = We combine our energy for work with our passion for life.
We are creating a fuller, more enriched lifestyle. We share the desire
to maximize human potential to achieve personal dreams.
3.Strategy
• f. Business strategy : One Method for Having a
Successful Strategy
• “Our approach works not by making valid
predictions but by allowing us to correct false
ones.“
• - George Soros
Product services
•Investment Banking
•Fund Management
•Structured Products&
Financial Engineering
•Insurance &
Re-Insurrance
•Securitization
•S.P.V.
Other Segments
•Distress Management
•Training Academy
Consulting services of
promotion and
management, through
the agricultural industry
sector
Business Mediation in
Domestic and
International Markets
Project Concentration
•Renewable energy
•Shipping Finance
•Start-up Investments
•Corporate Acquisition
•Alternative
Investments
11
4. Business concept
• a. Business concept
• We are a consulting firm of experts (consultants) providing
professional advice to an organization or an individual for a
fee.
• The primary purpose of our consulting firm is to provide
access to industry-specific specialists / consultants and
subject matter expertise
• The basic role of the company is to Coordinate and to
Counsel.
• All of our Partners, are Reliable, Effective and Professionals
in their respective fields.
4. Business concept
Vie Finance, aims in developing financial solutions that fullfil
the investment needs of our clients through integrity,
proffessionalism and trust.
Our Clients are our priority. We endeavor in exceeding their
expectations in every level.
Vie Finance is committed to our clients and delivers financial
solutions aligned with their values and objectives.
4. Business concept
• B.Services
• Investment Management
• Tax Related
• Consulting
• Private Equity
• International Trade
• Business mediation in domestic and international markets
• Organization of economical investment and business seminars
• Distress Management
• Insurance & Re-Insurrance
• Securitization
• Special Purpose Vehicles (SICAV SIF Sub Funds)
• Start -up Investments
B.Services
• B.Services :Investment Management
• A generic term that most commonly refers to the buying and
selling of investments within a portfolio.
• Investment management can also include banking and
budgeting duties, as well as taxes. But the term most often
refers to portfolio management and the trading of securities
to achieve a specific investment objective.
B.Services
• Financial services are the economic services provided by the
Vie finance, which encompasses a broad range of
businesses that manage money, including
• credit unions,
• banks, credit-card companies,
• insurance companies,
• accountancy companies,
• consumer-finance companies,
• stock brokerages,
• investment funds and some
• government-sponsored enterprises
B.Services
• Tax related services
• Within the new unprecedented taxing environment we
provide valid and up-to-date information to our clients.
• We develop a well-documented taxing plan, fully complied
with the current tax legislation focusing on our clients’
particular needs.
• Tax consulting support of firms and tax legislation
compliance control
• Provision of tax advice according to specific sectors,
products and services
• Handling of asset tax related transactions
• Setting up native companies
• Setting up and support of foreign companies
• Tax benefits’ exploitation emerging from developmental laws
• Firm transformation, Mergers and Acquisitions
B.Services
• Consulting services
•
• Vie finance is offering different types of consulting serving
different sectors. They mainly fall under the following fields,
• Financial
• Information technology
• Management
• Human Resources
• Legal
• Hotel and Hospitality industry
• Health Care
• On top of the above mentioned divisions, we are a
consulting firm which serve niche sectors like
Advertising/Marketing/Public relations consulting,
Environmental consulting, Energy consulting, Consulting in
Politics and the Public Sector, Real Estate consulting .
B.Services
• Consulting services(cont.)
• Our ultimate goal is to promote business efficiency through
service provision tailored to your needs.
• Rational budgets’ organization and composition (Budgeting)
• Monthly monitoring of KPIs, economic results and
divergences: production of Profit & Loss statements
following business needs and comparison with the budget
• Business plan composition
• Feasibility studies
• Financing studies (Banking)
• Cash flow monitoring and management
• Process coding / economic results monitoring of
Construction projects
• Evaluation of Mergers and Acquisitions
B.Services
• Strategic Planning That Produces Real Strategy
• We can create along with you your Strategic Planning
• Strategic planning is an organizational management activity
that is used to set priorities, focus energy and resources,
strengthen operations, ensure that employees and other
stakeholders are working toward common goals, establish
agreement around intended outcomes/results, and assess
and adjust the organization's direction in response to a
changing environment.
• It is a disciplined effort that produces fundamental decisions
and actions that shape and guide what an organization is,
who it serves, what it does, and why it does it, with a focus
on the future.
• Effective strategic planning articulates not only where an
organization is going and the actions needed to make
progress, but also how it will know if it is successful.
B.Services
Private Equity
– Overview
– The prior experience of our senior management team as
seasoned marketers for in private equity funds allows us
to anticipate issues that are important to prospective
investors.
– We will look to identify and draw upon the specific
strengths of each client to differentiate and best position
them for a successful fundraising outcome.
– The powerful combination of proven success, global
reach, expertise, commitment and independence provide
our clients a decisive advantage when competing for
limited institutional investor allocations.
B.Services
Private Equity
• Proven success
• We have built a history of success alongside private equity
and real estate firms operating across all types of strategies
and geographies. VIE FINANCE has a demonstrated success
in international placement of venture capital, growth equity,
mezzanine, buyout, turnaround, distressed, opportunistic,
real estate and secondary strategies.
• A further measure of VIE FINANCE ’s success is the number
of repeat mandates awarded to us by clients, with each
successive mandate serving as an opportunity to leverage
the wealth of knowledge and investor relationships formed in
prior efforts.
• This combination of continuity, trust and an intimate
understanding of our clients can lead to highly targeted,
more efficient fundraisings, demonstrating the value of long-
term relationships.
B.Services
Private Equity• Global Reach
•
• VIE FINANCE’s extensive network of relationships extends to
active private equity and real estate investors in North
America, Europe, Asia and the Middle East. These
relationships cross all types of large institutional investors
including public and private pension funds, insurance
companies, funds of funds, banks, consultants, foundations,
endowments, family offices, asset managers, and corporate
balance sheet investors.
• VIE FINANCE provides clients with valuable insight into
investor objectives and future anticipated trends in
investment strategy and asset allocation. VIE FINANCE is
constantly in the market, reaching out to both established
and new prospective investors in private equity and real
estate. Our systematic coverage provides us with a global
perspective driven by local investor knowledge.
• VIE FINANCE provides clients with access to qualified
investors worldwide, without placing a significant drain on
internal resources and without unnecessary distraction from
their core business of managing portfolio investments.
• Our ability to close on commitments in all market cycles
requires a highly disciplined approach and total commitment
to the success of our clients in each placement mandate.
B.Services
Private Equity
• Expertise
• Each VIE FINANCE client benefits from a deep institutional
expertise across all areas of fund formation, management
and fundraising.
• We draw upon this invaluable experience to make a critical
evaluation of each client, allowing them to differentiate
themselves from their peers and present information in a
way which will satisfy the demands of sophisticated
institutional investors.
• VIE FINANCE has developed and refined a well structured
staged process to fundraising, enabling our fund manager
clients to optimize fundraising effectiveness, timing and
efficiency.
B.Services
Private Equity
• Expertise (cont.)
• VIE FINANCE ’s knowledge of the investor universe allows
us to target those investors most qualified for the specific
objectives of each of our clients. Each mandate is different,
with its own unique characteristics and objectives.
• At VIE FINANCE , we recognize this and seek to tailor to
each mandate a highly qualified group of prospective
investors who can become long-term investing partners in
support of each of our clients.
• VIE FINANCE has developed state-of-the-art systems and
reporting to ensure optimal impact and proper coordination
throughout the fundraising process. Our clients are able to
track the execution of the fundraising process as it unfolds
and play a pro-active role in its successful conclusion.
B.Services
Private Equity
• Commitment
• VIE FINANCE is fully committed to the success of our clients.
Our reputation, track record and source of income are
dependent on this success. We have no other business activities
nor are we funded by an institutional balance sheet.
• This creates a powerful bond and sharing of values with our
clients, motivating all parties to make that extra effort to
complete a successful fundraise.
• Given this level of commitment and dedication to the success of
our clients, VIE FINANCE takes on only a limited number of
placement mandates every year.
• Great care is taken to avoid overlapping or conflicting
mandates, and we only take on a new client relationship if we
are confident of success.
B.Services
Private Equity
• Commitment (Cont.)
• “Success breeds success” and, at VIE FINANCE, our aim is
to develop long-term client relationships over multiple
fundraises.
• Not all investors will commit to the first fundraise but by
working proactively with our clients over the long-term, we
will establish a clear and consistent message which should
lead to future successes through an increasingly efficient
and timely process.
• Through the careful and patient selection of placement
mandates, VIE FINANCE has built a reputation within the
investor community of providing a diversified and well-
balanced offering of high quality private equity and real
estate funds.
• Investors therefore listen to us and are attentive to our client
offerings.
B.Services
Private Equity
• Independence
• VIE FINANCE is owned entirely by members of the team.
Fundraising is our business and we are entirely dedicated to
the successful completion of a limited number of placement
mandates. Our business model only works with successful
outcomes for our clients.
• Each mandate represents both a significant allocation of VIE
FINANCE resources and a substantial economic event,
ensuring our full commitment and a total alignment of
interests with our clients.
• We aim to raise capital from qualified investors, working with
integrity and free from conflicts of interest typically driven
by “synergies” with other business activities.
Private Equity
• Fundraising
• A key long-term objective of many private equity and real
estate firms is to build a large, diversified base of high
quality investors. This can provide funding security over
many years, irrespective of changes in investor sentiment
and fund raising cycles.
• It can allow firms to grow, to plan for the future and to
provide a valuable forum for investor insight and contribution
beyond just capital.
• VIE FINANCE has developed and refined a well structured,
staged process to fundraising, enabling our clients to
optimize fundraising effectiveness, timing and efficiency.
Attention to detail, discipline and persistence are the key
components in this process.
B.Services
Private Equity
• Fundraising(cont.)
• For each client offering, VIE FINANCE applies the same rigorous
process:
• Analysis of the firm’s current investor base
• Evaluation of the optimal future investor base
• Review of investor attributes and dynamics
• Understanding of investor allocations
• Recommendation of targeted investor groups
• Identification of targeted individual investors
• Deep fund due diligence based on best practice by potential
investors
• Staged marketing plan
B.Services
Private Equity• Fundraising(cont.)
•
• VIE FINANCE will carry out a detailed and methodical analysis of a client
firm’s competitive advantages in order to lay the foundations for a
differentiated positioning which will be communicated consistently across
all documentation.
• VIE FINANCE ’s prior investment experience and marketing expertise is
essential to this process.
• Once these analyses are complete, the fundraising is executed in six
phases, each with clear milestones:
• Phase I : Structuring
• Phase II :Positioning and documentation
• Phase III:Pre-marketing
• Phase IV:Fundraising phase I
• Phase V: Fundraising phase II
• Phase VI:Post-closing
B.Services
Private Equity
• Fundraising(cont.)
•
• VIE FINANCE ’s experienced team of professionals is at the
forefront of the fundraising industry, providing private equity
and real estate firms with access to qualified investors and
decision makers at leading institutions around the world.
• We position ourselves as an extension to the reach and
reputation of our clients, enabling them to accelerate their
capital raising efforts with professionalism, precision and
efficiency.
• In addition to deep experience in alternative investment
marketing, the diverse backgrounds of our team members
provide VIE FINANCE with a wealth of experience gained in
fund investing, portfolio management, corporate finance,
marketing and communications, recruitment, accounting,
legal & compliance.
B.Services
Private Equity
VIE FINANCE in Globe
• VIE FINANCE in North America
• Our Associates provide systematic coverage
of investors in all regions of the USA and
Canada.
• VIE FINANCE in Europe
• Our team provides full coverage of
institutional and private investors in all
European markets, the CEE and the Middle
East.
• VIE FINANCE in Asia
• We provide full coverage of investors in the
Asia Pacific region.
B. SERVICES
International Trade
• International trade is supported by VIE FINANCE ie:
• the exchange of capital, goods, and services across
international borders or territories, which could involve the
activities of the government and individual.
• In most countries, such trade represents a significant share
of gross domestic product (GDP).
• Trading globally gives consumers and countries the
opportunity to be exposed to new markets and products.
• Almost every kind of product can be serviced by us on the
international market: food, clothes, spare parts, oil, jewelery,
wine, stocks, currencies and water.
• Services are also traded: tourism, banking, consulting and
transportation
B. SERVICES
Business mediation in domestic and
international markets
• Exporting and international business can be interesting,
exciting and in some cases challenging. In all cases it should
be profitable and help a business grow.
• Doing business internationally is not the same as doing
business at home. There are new skills to learn and new
knowledge to acquire about the country you will be going
into. You will need to learn about the different laws and
regulations, the different customer buying habits, and
change your marketing strategies and materials to appeal to
the new country you are entering.
• It is important to remember that the way you operate your
business will be determined by culture of the market you are
entering, not yours.
• It is important to understand the differences between
domestic and international business but they should not
inhibit your interest or drive for success internationally.
B. SERVICES
Financial Distress Management
• When a company cannot meet or has difficulty paying off
its financial obligations to its creditors.
• The chance of financial distress increases when a firm
has high fixed costs, illiquid assets, or revenues that are
sensitive to economic downturns
B. SERVICES
Insurance & Re-Insurrance
Our involvement with the financial market the last 17 years has
offered us valuable experience and important contacts at the
highest levels of financial institutions.
The experience we have gained in all kinds of risks has
contributed to increase our client base which have placed
their trust in us to explore the insurance market.
V-Insurance
Covered Risks
• CREDIT RISK INSURANCE
• HEALTH INSURANCE
• LIFE INSURANCE
• PROPERTY INSURANCE
• TRANSPORTATION INSURANCE
• LOGISTICS INSURANCE
• CONSTRUCTION INSURANCE
• SHIPPING INSURANCE
• LIABILITY INSURANCE
• V.I.P INSURANCE
• TRAVELLING INSURANCE
• LAW PROTECTION INSURANCE
• BIOINDUSTRY INSURANCE ...
• …and specialized risks of any kind, for which, should there be no product,
• we could create a tailor made one!
B. SERVICES
Securitization
• Securitization is the process of converting receivables
and other cash-flow generating assets into securities
which are then sold to investors in order to generate
cash. This funding technique is intended not only for large
businesses, but also for a wide range of companies from
various branches of industry.
The securitization process can be summarized as follows;
first a pool of assets needs to be identified, where the
cash flow of the structured product is to be obtained
from. The pool of assets is isolated by being sold, pledged
or transferred to a legally separate company, a
Securitization Vehicle (SV). To fund the acquisition of
assets, the SV issues a credit-structured bond. The bonds
are then placed and traded in the capital markets.
B. SERVICES
Securitization(cont.)
• New Vie Finance covers the three broad
areas of securitization, Asset Backed
Securities, Mortgage Backed Securities and
Collateralized Debt Obligations. Depending on
the assets sold or pledged to the SV the
investment class can be traditional, for the
more wary investor or alternative, for the
more aggressive, high yield seeking investor.
B. SERVICES
Securitization Vehicles
• A Securitization Vehicle (SV) is created to carry
out a specific business purpose or activity. SVs
are frequently used in structured finance
transactions, such as in asset securitizations,
joint ventures, or to isolate certain company
assets or operations and move them off balance
sheet. SVs can be created through a variety of
entities, such as trusts, corporations, limited
partnerships, and limited liability corporations.
SVs are used by many companies for an array of
financing purposes. They are an integral part of
most structured finance transactions.
B. SERVICES
Securitization Vehicles
• Vie Finance develops Securitization Vehicles, legal entities
that have the ownership of, or fiduciary responsibility of the
assets placed within them. The choice for the type of vehicle
is largely dependent on the choice of geographical domain,
its regulatory and fiscal environment and of course the
domain in which the vehicle is seeking for distribution of the
product.
• Why a SICAV SIF Fund
What a SICAV SIF offers you
• Creating and advising a SICAV SIF Fund in the World’s
premier cross border fund domicile, elevates your business
reputation and potential.
• A Luxembourg SICAV SIF Fund offers extensive new business
opportunities, e.g. to high net worth individuals, pension
funds, insurance companies and private banks.
• SICAV-SIF Platform is approved in Luxembourg. You may not
require additional personal qualifications or regulation.
B. SERVICES
What a SICAV SIF Fund offers you
• A Tax efficient regime; SICAV SIFs are not subject to Capital
Gains or Income Taxes and there is no liability to
Withholding Tax on distributions, including the redemption of
shares.
• Economies of Scope and Scale mean lower costs and an
enhanced bottom line for both your fund and your business.
• A wide choice of asset class, including real estate, unlisted
securities, commodities, leveraging etc., enables all possible
investment styles.
• A dedicated fund within a SICAV SIF is a real asset, providing
income and embedded value to your business.
• Your investment style and results are subject to global
exposure thereby attracting new investors.
• Access to institutional management tools can help you
enhance investment returns and lower volatility.
• Working with SICAV-SIF will result in faster ‘time to market’,
lower costs and greater distribution.
B. SERVICES
Start -up Investments
• New start-up investment funds, family offices, trusts, high
net worth private individuals and small to medium size
enterprises can render our services to set up new
investment vehicles and new structured products in
partnership.
Sometimes the best way to utilize the resources at your
disposal is knowing where your weaknesses lie and creating
synergies through partnerships to strengthen your overall
position. Vie Finance utilizes its comprehensive network to
seek the best-fit partners and best in class investment
opportunities.
Vie Finance can also introduce other experienced and
reputable investors that desire participation in new
investment vehicles. We can intermediate between the
parties, make an analysis of where the synergies lie and
what both parties bring to the table and then create and
structure a financially profitable solution that brings the
competencies of both parties to the fore.
B. SERVICES
Structured Products & Financial Engineering
The financial landscape is continuously evolving and with
these changes come new investment opportunities. From
conservative to aggressive, Structured Products can
complement diversified portfolios by providing efficient market
exposure and risk/return profiles to institutional investors,
family offices and high net worth investors. Structured
Products give investors the opportunity to take advantage of
individual market views and capitalize on perceived market
trends to achieve desired economic benefits.
Structured products’ greatest value lies in their flexibility. We
can tailor a product’s pay-out structure to meet almost any
investor’s unique investment risk/ reward tolerance. Pay-out
structure complexity can range from the simple, “plain vanilla”
zero-coupon bond to the more complex payment structures of
alternative investments.
45
c. Business competitiveness
• Vie Finance is able to draw from a large pool of experience
and knowledge.
• As part of the financial world we recognize and understand
the opportunities and specific concerns of our clients.
• We are committed in looking after their financial interests by
developing products that achieve this goal. Our experienced
team works for top tier financial institutions throughout
Europe and have bought that level of competency to Vie
Finance.
• We are proficient in numerous financial areas including
Treasury Services, Capital Markets, Structuring and
Financial Engineering, Asset Management, Portfolio
Management, Financial Analysis and Risk Management
which enables us to develop and structure investment
opportunities as well as consult in all areas relating to
investment strategy, Financial Modelling risk appetite and
appropriate duration.
d. Service pledge
• Our customers are our partners. We will conscientiously
work to help them achieve the highest quality in their
products and the highest efficiency in manufacturing.
• We maintain only the highest standards of excellence in both
the quality of our product and service to our customers.
• No customer request is unreasonable.
• In all our relations with customers and vendors, we observe
the highest standard of ethics.
• Our pricing policy is to always be competitive for comparable
quality and service.
• We welcome feedback from our customers and will respond
quickly to all comments.
• Our employees are a major part of our success; we strive to
maintain the goodwill that fosters their positive attitude
toward our customers.
N.S.R.F. NATIONAL STRATEGIC
REFERENCE FRAMEWORK
(support programs subsidized by the E.U.)
Under the subsidy SMEs through the N.S.R.F., our company,
over the past seven years, has developed great activity.
Our long involvement with this subject, has helped us gain
valuable knowledge and experience, which are essential for
the proper management of business plans.
Important factor for the completion of the works is the help
and support of people in key positions in government
agencies.
Business activities typically are subsidized in the areas of
trade, exports, services, tourism and manufacturing.
Also, large projects (min. investment of 300,000€) can be
subsidized through the new investment law. Subsidized firms
operating in industry, energy, tourism, construction etc.
48
• Vie Finance is fully licensed to provide insurance advice to individuals
and companies
• Provide financial advice to individuals and Companies
• To establish, acquire, participate in share capital of any kind locally
or abroad.
• Buying or generally acquiring shares, short term or long term
investment or placement purposes.
• Buying, selling, exchanging and generally acquiring or transferring or
offering or and the creation and the exploitation of fixed assets .
• Participation in joint ventures.
• Establish Companies, locally or abroad with the same or similar
purpose
• Participate and cooperate with any Company with the same or similar
purpose locally or abroad.
• To represent as agent any physical or legal entity locally or abroad
who have the same or similar purposes.
• To establish subsidiaries, agencies or offices anywhere in Greece or
abroad.
• To invest funds in equities shares business who have the same or
similar purposes.
49
Purpose
50
VIE FINANCE
C.I.O.
Investment
Banking
Fund
Management
Alternative
Investments
Project
Finance
Private
Equity
Associates
C.O.O.
Insurance &
Re-Insurance
Start up
Investements
Operations
IT
Legal
Trade
International
Investment
Commitee
President of
Board
C.E.O.
Executive
Assistant
Audit
Global Partners

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2016 COMPANY PROFILE VIEFINANCE

  • 1. 1
  • 2. • 1. Business & Contact Information • VIE FINANCE S.A.: 4 October 28th str.,15124, • Maroussi, Athens – GREECE • info@viefinance.gr - www.viefinance.gr - Tel. 210 6149555 2
  • 3. 2. Contact Persons: • For V-Securitization :Mr. Dimitrios Vasiliou, • Cell. 6974 496919 • Email: dvasiliou@viefinance.gr • For: V-Private Equity :Mr.Dimitrios Shistohilis, • Cell. 0030 6938138279, 00447700004124 • Email: dshistohilis@viefinance.gr • For: V-Exports :Mr.Panos Zissoglou, • Cell 0030 6930 773992 • panzhs@yahoo.com
  • 4. • MEMBERS OF THE BOARD OF DIRECTORS • Vasiliou Dimitrios President dvasiliou@viefinance.gr • Papazacharias Evagelos CEO vpapazaharias@viefinance.gr • Kefalineos Nikolaos Βoard member nkefallinaios@viefinance.gr • Spanopoulos Kyriakos Βoard member kspanopoulos@viefinance.gr • Our logo: “ Prosperity ” in Greek “ Evimeria ” 4 Company History Vie Finance S.A. was founded on February 2011, by a small group of professionals in order to cover the healthy Investing in the real economy and their interconnection with stock exchanges.
  • 5. 3.Strategy • a. Vision statement • To be the company that best understands and satisfies the client. • We are: • A company with trustworthy • Our customer’s preferred Finance & Investment Advisor • A forward looking company
  • 6. 3.Strategy • b. Mission statement • To provide superior quality consulting services that: • CUSTOMERS recommend to their business partners and friends, • EMPLOYERS are proud of, • CLIENTS preferance for their problems solved and • INVESTORS seek for long term returns.
  • 8. 3.Strategy • c. Values • Our Values are following the basic Principles of life that are to govern all activities • d. Economic intent • A strong and sound company for our stakeholders
  • 9. 3.Strategy • e.Business goals & objectives • Delivering Winning Solutions That Inspire Work life • Delivering = Our actions speak louder than words. We are accountable: doing what we say we're going to do efficiently and on time. • Winning = We act with confidence. We're proud to win. We push ourselves to greater heights. And we don't settle for less than being the best. • Solutions = We listen to our customers and understand their needs. We offer products, services and innovative thinking that enable our customers to achieve success. • Inspire = Our inspiration is contagious and enables us to unleash creativity to help people achieve their goals. Our motivation and enthusiasm inspire others to succeed. • Work life = We combine our energy for work with our passion for life. We are creating a fuller, more enriched lifestyle. We share the desire to maximize human potential to achieve personal dreams.
  • 10. 3.Strategy • f. Business strategy : One Method for Having a Successful Strategy • “Our approach works not by making valid predictions but by allowing us to correct false ones.“ • - George Soros
  • 11. Product services •Investment Banking •Fund Management •Structured Products& Financial Engineering •Insurance & Re-Insurrance •Securitization •S.P.V. Other Segments •Distress Management •Training Academy Consulting services of promotion and management, through the agricultural industry sector Business Mediation in Domestic and International Markets Project Concentration •Renewable energy •Shipping Finance •Start-up Investments •Corporate Acquisition •Alternative Investments 11
  • 12. 4. Business concept • a. Business concept • We are a consulting firm of experts (consultants) providing professional advice to an organization or an individual for a fee. • The primary purpose of our consulting firm is to provide access to industry-specific specialists / consultants and subject matter expertise • The basic role of the company is to Coordinate and to Counsel. • All of our Partners, are Reliable, Effective and Professionals in their respective fields.
  • 13. 4. Business concept Vie Finance, aims in developing financial solutions that fullfil the investment needs of our clients through integrity, proffessionalism and trust. Our Clients are our priority. We endeavor in exceeding their expectations in every level. Vie Finance is committed to our clients and delivers financial solutions aligned with their values and objectives.
  • 14. 4. Business concept • B.Services • Investment Management • Tax Related • Consulting • Private Equity • International Trade • Business mediation in domestic and international markets • Organization of economical investment and business seminars • Distress Management • Insurance & Re-Insurrance • Securitization • Special Purpose Vehicles (SICAV SIF Sub Funds) • Start -up Investments
  • 15. B.Services • B.Services :Investment Management • A generic term that most commonly refers to the buying and selling of investments within a portfolio. • Investment management can also include banking and budgeting duties, as well as taxes. But the term most often refers to portfolio management and the trading of securities to achieve a specific investment objective.
  • 16. B.Services • Financial services are the economic services provided by the Vie finance, which encompasses a broad range of businesses that manage money, including • credit unions, • banks, credit-card companies, • insurance companies, • accountancy companies, • consumer-finance companies, • stock brokerages, • investment funds and some • government-sponsored enterprises
  • 17. B.Services • Tax related services • Within the new unprecedented taxing environment we provide valid and up-to-date information to our clients. • We develop a well-documented taxing plan, fully complied with the current tax legislation focusing on our clients’ particular needs. • Tax consulting support of firms and tax legislation compliance control • Provision of tax advice according to specific sectors, products and services • Handling of asset tax related transactions • Setting up native companies • Setting up and support of foreign companies • Tax benefits’ exploitation emerging from developmental laws • Firm transformation, Mergers and Acquisitions
  • 18. B.Services • Consulting services • • Vie finance is offering different types of consulting serving different sectors. They mainly fall under the following fields, • Financial • Information technology • Management • Human Resources • Legal • Hotel and Hospitality industry • Health Care • On top of the above mentioned divisions, we are a consulting firm which serve niche sectors like Advertising/Marketing/Public relations consulting, Environmental consulting, Energy consulting, Consulting in Politics and the Public Sector, Real Estate consulting .
  • 19. B.Services • Consulting services(cont.) • Our ultimate goal is to promote business efficiency through service provision tailored to your needs. • Rational budgets’ organization and composition (Budgeting) • Monthly monitoring of KPIs, economic results and divergences: production of Profit & Loss statements following business needs and comparison with the budget • Business plan composition • Feasibility studies • Financing studies (Banking) • Cash flow monitoring and management • Process coding / economic results monitoring of Construction projects • Evaluation of Mergers and Acquisitions
  • 20. B.Services • Strategic Planning That Produces Real Strategy • We can create along with you your Strategic Planning • Strategic planning is an organizational management activity that is used to set priorities, focus energy and resources, strengthen operations, ensure that employees and other stakeholders are working toward common goals, establish agreement around intended outcomes/results, and assess and adjust the organization's direction in response to a changing environment. • It is a disciplined effort that produces fundamental decisions and actions that shape and guide what an organization is, who it serves, what it does, and why it does it, with a focus on the future. • Effective strategic planning articulates not only where an organization is going and the actions needed to make progress, but also how it will know if it is successful.
  • 21. B.Services Private Equity – Overview – The prior experience of our senior management team as seasoned marketers for in private equity funds allows us to anticipate issues that are important to prospective investors. – We will look to identify and draw upon the specific strengths of each client to differentiate and best position them for a successful fundraising outcome. – The powerful combination of proven success, global reach, expertise, commitment and independence provide our clients a decisive advantage when competing for limited institutional investor allocations.
  • 22. B.Services Private Equity • Proven success • We have built a history of success alongside private equity and real estate firms operating across all types of strategies and geographies. VIE FINANCE has a demonstrated success in international placement of venture capital, growth equity, mezzanine, buyout, turnaround, distressed, opportunistic, real estate and secondary strategies. • A further measure of VIE FINANCE ’s success is the number of repeat mandates awarded to us by clients, with each successive mandate serving as an opportunity to leverage the wealth of knowledge and investor relationships formed in prior efforts. • This combination of continuity, trust and an intimate understanding of our clients can lead to highly targeted, more efficient fundraisings, demonstrating the value of long- term relationships.
  • 23. B.Services Private Equity• Global Reach • • VIE FINANCE’s extensive network of relationships extends to active private equity and real estate investors in North America, Europe, Asia and the Middle East. These relationships cross all types of large institutional investors including public and private pension funds, insurance companies, funds of funds, banks, consultants, foundations, endowments, family offices, asset managers, and corporate balance sheet investors. • VIE FINANCE provides clients with valuable insight into investor objectives and future anticipated trends in investment strategy and asset allocation. VIE FINANCE is constantly in the market, reaching out to both established and new prospective investors in private equity and real estate. Our systematic coverage provides us with a global perspective driven by local investor knowledge. • VIE FINANCE provides clients with access to qualified investors worldwide, without placing a significant drain on internal resources and without unnecessary distraction from their core business of managing portfolio investments. • Our ability to close on commitments in all market cycles requires a highly disciplined approach and total commitment to the success of our clients in each placement mandate.
  • 24. B.Services Private Equity • Expertise • Each VIE FINANCE client benefits from a deep institutional expertise across all areas of fund formation, management and fundraising. • We draw upon this invaluable experience to make a critical evaluation of each client, allowing them to differentiate themselves from their peers and present information in a way which will satisfy the demands of sophisticated institutional investors. • VIE FINANCE has developed and refined a well structured staged process to fundraising, enabling our fund manager clients to optimize fundraising effectiveness, timing and efficiency.
  • 25. B.Services Private Equity • Expertise (cont.) • VIE FINANCE ’s knowledge of the investor universe allows us to target those investors most qualified for the specific objectives of each of our clients. Each mandate is different, with its own unique characteristics and objectives. • At VIE FINANCE , we recognize this and seek to tailor to each mandate a highly qualified group of prospective investors who can become long-term investing partners in support of each of our clients. • VIE FINANCE has developed state-of-the-art systems and reporting to ensure optimal impact and proper coordination throughout the fundraising process. Our clients are able to track the execution of the fundraising process as it unfolds and play a pro-active role in its successful conclusion.
  • 26. B.Services Private Equity • Commitment • VIE FINANCE is fully committed to the success of our clients. Our reputation, track record and source of income are dependent on this success. We have no other business activities nor are we funded by an institutional balance sheet. • This creates a powerful bond and sharing of values with our clients, motivating all parties to make that extra effort to complete a successful fundraise. • Given this level of commitment and dedication to the success of our clients, VIE FINANCE takes on only a limited number of placement mandates every year. • Great care is taken to avoid overlapping or conflicting mandates, and we only take on a new client relationship if we are confident of success.
  • 27. B.Services Private Equity • Commitment (Cont.) • “Success breeds success” and, at VIE FINANCE, our aim is to develop long-term client relationships over multiple fundraises. • Not all investors will commit to the first fundraise but by working proactively with our clients over the long-term, we will establish a clear and consistent message which should lead to future successes through an increasingly efficient and timely process. • Through the careful and patient selection of placement mandates, VIE FINANCE has built a reputation within the investor community of providing a diversified and well- balanced offering of high quality private equity and real estate funds. • Investors therefore listen to us and are attentive to our client offerings.
  • 28. B.Services Private Equity • Independence • VIE FINANCE is owned entirely by members of the team. Fundraising is our business and we are entirely dedicated to the successful completion of a limited number of placement mandates. Our business model only works with successful outcomes for our clients. • Each mandate represents both a significant allocation of VIE FINANCE resources and a substantial economic event, ensuring our full commitment and a total alignment of interests with our clients. • We aim to raise capital from qualified investors, working with integrity and free from conflicts of interest typically driven by “synergies” with other business activities.
  • 29. Private Equity • Fundraising • A key long-term objective of many private equity and real estate firms is to build a large, diversified base of high quality investors. This can provide funding security over many years, irrespective of changes in investor sentiment and fund raising cycles. • It can allow firms to grow, to plan for the future and to provide a valuable forum for investor insight and contribution beyond just capital. • VIE FINANCE has developed and refined a well structured, staged process to fundraising, enabling our clients to optimize fundraising effectiveness, timing and efficiency. Attention to detail, discipline and persistence are the key components in this process.
  • 30. B.Services Private Equity • Fundraising(cont.) • For each client offering, VIE FINANCE applies the same rigorous process: • Analysis of the firm’s current investor base • Evaluation of the optimal future investor base • Review of investor attributes and dynamics • Understanding of investor allocations • Recommendation of targeted investor groups • Identification of targeted individual investors • Deep fund due diligence based on best practice by potential investors • Staged marketing plan
  • 31. B.Services Private Equity• Fundraising(cont.) • • VIE FINANCE will carry out a detailed and methodical analysis of a client firm’s competitive advantages in order to lay the foundations for a differentiated positioning which will be communicated consistently across all documentation. • VIE FINANCE ’s prior investment experience and marketing expertise is essential to this process. • Once these analyses are complete, the fundraising is executed in six phases, each with clear milestones: • Phase I : Structuring • Phase II :Positioning and documentation • Phase III:Pre-marketing • Phase IV:Fundraising phase I • Phase V: Fundraising phase II • Phase VI:Post-closing
  • 32. B.Services Private Equity • Fundraising(cont.) • • VIE FINANCE ’s experienced team of professionals is at the forefront of the fundraising industry, providing private equity and real estate firms with access to qualified investors and decision makers at leading institutions around the world. • We position ourselves as an extension to the reach and reputation of our clients, enabling them to accelerate their capital raising efforts with professionalism, precision and efficiency. • In addition to deep experience in alternative investment marketing, the diverse backgrounds of our team members provide VIE FINANCE with a wealth of experience gained in fund investing, portfolio management, corporate finance, marketing and communications, recruitment, accounting, legal & compliance.
  • 33. B.Services Private Equity VIE FINANCE in Globe • VIE FINANCE in North America • Our Associates provide systematic coverage of investors in all regions of the USA and Canada. • VIE FINANCE in Europe • Our team provides full coverage of institutional and private investors in all European markets, the CEE and the Middle East. • VIE FINANCE in Asia • We provide full coverage of investors in the Asia Pacific region.
  • 34. B. SERVICES International Trade • International trade is supported by VIE FINANCE ie: • the exchange of capital, goods, and services across international borders or territories, which could involve the activities of the government and individual. • In most countries, such trade represents a significant share of gross domestic product (GDP). • Trading globally gives consumers and countries the opportunity to be exposed to new markets and products. • Almost every kind of product can be serviced by us on the international market: food, clothes, spare parts, oil, jewelery, wine, stocks, currencies and water. • Services are also traded: tourism, banking, consulting and transportation
  • 35. B. SERVICES Business mediation in domestic and international markets • Exporting and international business can be interesting, exciting and in some cases challenging. In all cases it should be profitable and help a business grow. • Doing business internationally is not the same as doing business at home. There are new skills to learn and new knowledge to acquire about the country you will be going into. You will need to learn about the different laws and regulations, the different customer buying habits, and change your marketing strategies and materials to appeal to the new country you are entering. • It is important to remember that the way you operate your business will be determined by culture of the market you are entering, not yours. • It is important to understand the differences between domestic and international business but they should not inhibit your interest or drive for success internationally.
  • 36. B. SERVICES Financial Distress Management • When a company cannot meet or has difficulty paying off its financial obligations to its creditors. • The chance of financial distress increases when a firm has high fixed costs, illiquid assets, or revenues that are sensitive to economic downturns
  • 37. B. SERVICES Insurance & Re-Insurrance Our involvement with the financial market the last 17 years has offered us valuable experience and important contacts at the highest levels of financial institutions. The experience we have gained in all kinds of risks has contributed to increase our client base which have placed their trust in us to explore the insurance market.
  • 38. V-Insurance Covered Risks • CREDIT RISK INSURANCE • HEALTH INSURANCE • LIFE INSURANCE • PROPERTY INSURANCE • TRANSPORTATION INSURANCE • LOGISTICS INSURANCE • CONSTRUCTION INSURANCE • SHIPPING INSURANCE • LIABILITY INSURANCE • V.I.P INSURANCE • TRAVELLING INSURANCE • LAW PROTECTION INSURANCE • BIOINDUSTRY INSURANCE ... • …and specialized risks of any kind, for which, should there be no product, • we could create a tailor made one!
  • 39. B. SERVICES Securitization • Securitization is the process of converting receivables and other cash-flow generating assets into securities which are then sold to investors in order to generate cash. This funding technique is intended not only for large businesses, but also for a wide range of companies from various branches of industry. The securitization process can be summarized as follows; first a pool of assets needs to be identified, where the cash flow of the structured product is to be obtained from. The pool of assets is isolated by being sold, pledged or transferred to a legally separate company, a Securitization Vehicle (SV). To fund the acquisition of assets, the SV issues a credit-structured bond. The bonds are then placed and traded in the capital markets.
  • 40. B. SERVICES Securitization(cont.) • New Vie Finance covers the three broad areas of securitization, Asset Backed Securities, Mortgage Backed Securities and Collateralized Debt Obligations. Depending on the assets sold or pledged to the SV the investment class can be traditional, for the more wary investor or alternative, for the more aggressive, high yield seeking investor.
  • 41. B. SERVICES Securitization Vehicles • A Securitization Vehicle (SV) is created to carry out a specific business purpose or activity. SVs are frequently used in structured finance transactions, such as in asset securitizations, joint ventures, or to isolate certain company assets or operations and move them off balance sheet. SVs can be created through a variety of entities, such as trusts, corporations, limited partnerships, and limited liability corporations. SVs are used by many companies for an array of financing purposes. They are an integral part of most structured finance transactions.
  • 42. B. SERVICES Securitization Vehicles • Vie Finance develops Securitization Vehicles, legal entities that have the ownership of, or fiduciary responsibility of the assets placed within them. The choice for the type of vehicle is largely dependent on the choice of geographical domain, its regulatory and fiscal environment and of course the domain in which the vehicle is seeking for distribution of the product. • Why a SICAV SIF Fund What a SICAV SIF offers you • Creating and advising a SICAV SIF Fund in the World’s premier cross border fund domicile, elevates your business reputation and potential. • A Luxembourg SICAV SIF Fund offers extensive new business opportunities, e.g. to high net worth individuals, pension funds, insurance companies and private banks. • SICAV-SIF Platform is approved in Luxembourg. You may not require additional personal qualifications or regulation.
  • 43. B. SERVICES What a SICAV SIF Fund offers you • A Tax efficient regime; SICAV SIFs are not subject to Capital Gains or Income Taxes and there is no liability to Withholding Tax on distributions, including the redemption of shares. • Economies of Scope and Scale mean lower costs and an enhanced bottom line for both your fund and your business. • A wide choice of asset class, including real estate, unlisted securities, commodities, leveraging etc., enables all possible investment styles. • A dedicated fund within a SICAV SIF is a real asset, providing income and embedded value to your business. • Your investment style and results are subject to global exposure thereby attracting new investors. • Access to institutional management tools can help you enhance investment returns and lower volatility. • Working with SICAV-SIF will result in faster ‘time to market’, lower costs and greater distribution.
  • 44. B. SERVICES Start -up Investments • New start-up investment funds, family offices, trusts, high net worth private individuals and small to medium size enterprises can render our services to set up new investment vehicles and new structured products in partnership. Sometimes the best way to utilize the resources at your disposal is knowing where your weaknesses lie and creating synergies through partnerships to strengthen your overall position. Vie Finance utilizes its comprehensive network to seek the best-fit partners and best in class investment opportunities. Vie Finance can also introduce other experienced and reputable investors that desire participation in new investment vehicles. We can intermediate between the parties, make an analysis of where the synergies lie and what both parties bring to the table and then create and structure a financially profitable solution that brings the competencies of both parties to the fore.
  • 45. B. SERVICES Structured Products & Financial Engineering The financial landscape is continuously evolving and with these changes come new investment opportunities. From conservative to aggressive, Structured Products can complement diversified portfolios by providing efficient market exposure and risk/return profiles to institutional investors, family offices and high net worth investors. Structured Products give investors the opportunity to take advantage of individual market views and capitalize on perceived market trends to achieve desired economic benefits. Structured products’ greatest value lies in their flexibility. We can tailor a product’s pay-out structure to meet almost any investor’s unique investment risk/ reward tolerance. Pay-out structure complexity can range from the simple, “plain vanilla” zero-coupon bond to the more complex payment structures of alternative investments. 45
  • 46. c. Business competitiveness • Vie Finance is able to draw from a large pool of experience and knowledge. • As part of the financial world we recognize and understand the opportunities and specific concerns of our clients. • We are committed in looking after their financial interests by developing products that achieve this goal. Our experienced team works for top tier financial institutions throughout Europe and have bought that level of competency to Vie Finance. • We are proficient in numerous financial areas including Treasury Services, Capital Markets, Structuring and Financial Engineering, Asset Management, Portfolio Management, Financial Analysis and Risk Management which enables us to develop and structure investment opportunities as well as consult in all areas relating to investment strategy, Financial Modelling risk appetite and appropriate duration.
  • 47. d. Service pledge • Our customers are our partners. We will conscientiously work to help them achieve the highest quality in their products and the highest efficiency in manufacturing. • We maintain only the highest standards of excellence in both the quality of our product and service to our customers. • No customer request is unreasonable. • In all our relations with customers and vendors, we observe the highest standard of ethics. • Our pricing policy is to always be competitive for comparable quality and service. • We welcome feedback from our customers and will respond quickly to all comments. • Our employees are a major part of our success; we strive to maintain the goodwill that fosters their positive attitude toward our customers.
  • 48. N.S.R.F. NATIONAL STRATEGIC REFERENCE FRAMEWORK (support programs subsidized by the E.U.) Under the subsidy SMEs through the N.S.R.F., our company, over the past seven years, has developed great activity. Our long involvement with this subject, has helped us gain valuable knowledge and experience, which are essential for the proper management of business plans. Important factor for the completion of the works is the help and support of people in key positions in government agencies. Business activities typically are subsidized in the areas of trade, exports, services, tourism and manufacturing. Also, large projects (min. investment of 300,000€) can be subsidized through the new investment law. Subsidized firms operating in industry, energy, tourism, construction etc. 48
  • 49. • Vie Finance is fully licensed to provide insurance advice to individuals and companies • Provide financial advice to individuals and Companies • To establish, acquire, participate in share capital of any kind locally or abroad. • Buying or generally acquiring shares, short term or long term investment or placement purposes. • Buying, selling, exchanging and generally acquiring or transferring or offering or and the creation and the exploitation of fixed assets . • Participation in joint ventures. • Establish Companies, locally or abroad with the same or similar purpose • Participate and cooperate with any Company with the same or similar purpose locally or abroad. • To represent as agent any physical or legal entity locally or abroad who have the same or similar purposes. • To establish subsidiaries, agencies or offices anywhere in Greece or abroad. • To invest funds in equities shares business who have the same or similar purposes. 49 Purpose
  • 50. 50 VIE FINANCE C.I.O. Investment Banking Fund Management Alternative Investments Project Finance Private Equity Associates C.O.O. Insurance & Re-Insurance Start up Investements Operations IT Legal Trade International Investment Commitee President of Board C.E.O. Executive Assistant Audit Global Partners