Global Project Finance – Managing, Structuring and Distributing RiskMark Tuminello
Global Project Finance (GPF) investing is increasingly requiring strong skills on the side of the Arranger (the “risk allocator”) in order to realize adequate return benefits, while avoiding disproportionate risk that might preclude risk transfer. - Mark Tuminello
Chronological professional investment analyst resumeFormBirds
This resume summarizes the career experience of a senior investment professional with over 10 years experience in banking, investment, treasury, and risk management. They currently serve as a Senior Regional Director managing risk management projects at RBC World Markets in Toronto. Previously, they held associate director roles managing capital markets, structured derivatives products, and clients at ICICI World Markets in Mumbai and vice president roles managing private investment banking portfolios at Lloyds Bank in Gloucester.
Multi-asset investing combines different asset classes like equities, bonds, real estate, and cash to create a balanced portfolio that provides exposure to multiple return sources, helping to deliver attractive returns while minimizing risk. An award-winning team of over 20 professionals manages over 20 billion in assets using a combination of fundamental and behavioral insights to select investments across global markets, aiming for robustness through diversification and flexibility to pursue opportunities while tailoring solutions to meet different risk appetites.
This document discusses venture capital as a flexible form of financing for innovative businesses. It outlines the key characteristics of venture capital, including long investment horizons, high risk and returns, equity participation and management involvement. The document also describes the venture capital investment process from deal origination through post-investment activities and exit. It notes that venture capital can provide long-term equity financing, business advice and access to contacts to support company growth.
The document discusses the different stages of financing for life sciences companies, from pre-seed/seed rounds to later stage rounds like Series A, B, and C. It explains that early rounds like seed are for product development and determining the target market, while later rounds like Series A are when clinical trials begin. Series B is for phase 2/3 trials, and Series C is for completing phase 3 trials and FDA approval. The document also provides examples of companies in Xeraya Capital's portfolio that received financing at different stages.
The European Angels Fund (EAF) in the Netherlands provides €45 million for co-investments with business angels and other non-institutional investors. The EAF will commit €0.25-5 million per investor on a 50:50 matching basis over 10 years to co-invest in innovative Dutch SMEs. To be eligible, non-institutional investors must have experience investing at the targeted stage, a track record of successful past investments and exits, access to quality deal flow, and own funds to match the co-investment amount. The EAF delegates investment decisions to the business angel but takes a 20% carry and ensures its commitments are ring fenced and treated pari passu.
StateTrust specializes in providing financial products and portfolio management. Their process starts by defining clients' goals, then determining an investment strategy and vehicles suited to their risk tolerance, time horizon, taxes, and expected returns. StateTrust reviews portfolios quarterly and makes adjustments in response to changing economic conditions.
Global Project Finance – Managing, Structuring and Distributing RiskMark Tuminello
Global Project Finance (GPF) investing is increasingly requiring strong skills on the side of the Arranger (the “risk allocator”) in order to realize adequate return benefits, while avoiding disproportionate risk that might preclude risk transfer. - Mark Tuminello
Chronological professional investment analyst resumeFormBirds
This resume summarizes the career experience of a senior investment professional with over 10 years experience in banking, investment, treasury, and risk management. They currently serve as a Senior Regional Director managing risk management projects at RBC World Markets in Toronto. Previously, they held associate director roles managing capital markets, structured derivatives products, and clients at ICICI World Markets in Mumbai and vice president roles managing private investment banking portfolios at Lloyds Bank in Gloucester.
Multi-asset investing combines different asset classes like equities, bonds, real estate, and cash to create a balanced portfolio that provides exposure to multiple return sources, helping to deliver attractive returns while minimizing risk. An award-winning team of over 20 professionals manages over 20 billion in assets using a combination of fundamental and behavioral insights to select investments across global markets, aiming for robustness through diversification and flexibility to pursue opportunities while tailoring solutions to meet different risk appetites.
This document discusses venture capital as a flexible form of financing for innovative businesses. It outlines the key characteristics of venture capital, including long investment horizons, high risk and returns, equity participation and management involvement. The document also describes the venture capital investment process from deal origination through post-investment activities and exit. It notes that venture capital can provide long-term equity financing, business advice and access to contacts to support company growth.
The document discusses the different stages of financing for life sciences companies, from pre-seed/seed rounds to later stage rounds like Series A, B, and C. It explains that early rounds like seed are for product development and determining the target market, while later rounds like Series A are when clinical trials begin. Series B is for phase 2/3 trials, and Series C is for completing phase 3 trials and FDA approval. The document also provides examples of companies in Xeraya Capital's portfolio that received financing at different stages.
The European Angels Fund (EAF) in the Netherlands provides €45 million for co-investments with business angels and other non-institutional investors. The EAF will commit €0.25-5 million per investor on a 50:50 matching basis over 10 years to co-invest in innovative Dutch SMEs. To be eligible, non-institutional investors must have experience investing at the targeted stage, a track record of successful past investments and exits, access to quality deal flow, and own funds to match the co-investment amount. The EAF delegates investment decisions to the business angel but takes a 20% carry and ensures its commitments are ring fenced and treated pari passu.
StateTrust specializes in providing financial products and portfolio management. Their process starts by defining clients' goals, then determining an investment strategy and vehicles suited to their risk tolerance, time horizon, taxes, and expected returns. StateTrust reviews portfolios quarterly and makes adjustments in response to changing economic conditions.
Securities Crowdfunding for Intermediaries (Series: Crowdfunding)Financial Poise
This webinar addresses crowdfunding portals and intermediaries. This episode begins with a basic overview of the various methods of crowdfunding, from donation and rewards based, to intra-state equity, debt, and finally securities based crowdfunding under Titles II, III and IV of the JOBS Act. Once those differences are understood, the webinar focuses on the need for intermediaries, the role that they can and sometimes must play, followed by a discussion on how the market has matured and where we see the market going in the online capital space. This webinar also discusses the risks and future of these intermediaries with the advent of the ICO and token distribution events.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/securities-crowdfunding-for-intermediaries-2021/
Kamini Naidoo, Portfolio Manager for Alternative Investments at Momentum Investments, unpacks hedge funds. She explains that it is suitable for people who want something that is not catered for with the usual investment mandates.
The document outlines 10 things to know about venture capital (VC) financing:
1) VC involves high risk and high potential returns for companies, targeting those in the seed to growth stages.
2) VCs are professional investors that employ specific investment and portfolio strategies to diversify risk across industries and maturity stages.
3) VCs invest equity to help companies grow, not just provide lifestyle financing, and expect ambitious business plans from founders.
This document discusses strategies for startups and investors. It emphasizes the importance of understanding both yourself and your opponents based on a quote from The Art of War. It then outlines the typical investment lifecycle for startups, including funding from friends/family, angels, VCs, and the public market. Finally, it proposes ways the EU could increase access to funding, such as supporting regional co-investment funds and providing "European passports" for business angels.
Loss leader strategies have been adopted across all sectors, services and products so far.
One of the most typical examples is razor blades, where producers literally give away razor units because once consumers acquire the unit they will need to buy blades.
Console games are usually sold at a loss to lure customer into purchasing higher margin games and subscriptions.
Loss leader used less for financial services or products and even less in the fund management system.
For the first time in August 2018 a Boston based fund power-house employed a loss leader strategy with the launch of two zero fees funds.
Fees charged by fund managers in the context of relationship with investors are not exclusively linked to the active management of the portfolio.
Fees typically cover costs associated to management of these investments and costs related to third parties involved in the investments.
Actively managed funds are more expensive because they allow for continuous deliver of alpha and outperformance of a benchmark index;
Passively managed funds are a much cheaper option because they replicate composition of a benchmark index to define their portfolios.
Not all fund houses – be them managing funds actively or passively – can afford to have an exclusive range of free funds.
Fund management comes at a cost.
According to FCA spokesman, fees charged by fund managers should remain and greater emphasis should be posed on transparency of fees for investors.
Recent regulatory changes impacting financial services regulation have mixed effect on the blossoming of a no fee fund ecosystem in Europe:
Retail Distribution Review (RDR) initiative and ensuing prohibition for fund managers to pay commission to distributors might push distributors to cost efficient solutions for their clients.
MiFID II, instead, calls for greater transparency on fees and amounts charged by fund managers to investors, both in advance of the investment and on an ongoing manner.
No fee funds might come with transparency conflicts and might not be a fit within the current climate for financial services in Europe.
One of a suite of individual retirement education modules created for Nationwide Financial, the Retirement Goals Education Module helps a plan participant understand the importance of rebalancing their account each year.
The module system gives retirement specialists the ability to create longer, fully customizable presentations by allowing them to mix, match and combine individual modules in the suite. This enables the sales force a greater flexibility in planning meetings and answering individual plan and participant needs.
Thuja presentation bio business summer school 2015Thuja Capital
Venture capital provides financing for high-risk, technology-based companies in exchange for equity. It is essential for transitioning inventions into commercially viable products. Thuja Capital is a venture capital fund that invests in early-stage life science and healthcare companies, providing funding and guidance to help them grow and eventually achieve profitable exits. The document provides details on Thuja Capital's funds, investment process, portfolio and trends in venture capital fundraising.
Managed futures are investments actively traded by professional money managers using futures contracts, options, and swaps to take long and short positions across different market sectors such as commodities, stocks, bonds, and currencies. Over $337 billion is invested in managed futures by individuals, pension funds, and institutions. Managed futures provide diversification and have exhibited low correlation to stocks, helping portfolios perform well when stocks decline. Fees for managed futures funds are clearly disclosed and performance is reported net of fees, as they are highly regulated by the CFTC, NFA, SEC, and other regulators.
Third-party distributors sell mutual funds and life insurance policies on behalf of fund managers and insurance companies. They receive trailer fees from the sale of mutual funds and commissions for acquiring new business. Mutual funds are distributed through five main channels: direct sales, advice from financial professionals, employer-sponsored retirement plans, fund supermarkets with no-transaction fee programs, and large institutional investors.
The document provides guidelines for prudent investing, including developing an investment plan that considers risk tolerance, investment horizon, and integrating portfolio management with tax and estate planning. It emphasizes the importance of diversification, fiduciary advisors, and avoiding complex products or getting caught up in market manias. The guidelines suggest basing investment decisions on academic evidence rather than predictions, and maintaining a long-term perspective by minimizing risks and not spending too much.
Litigation Finance Fund - Ashton GlobalKijana Mack
The document discusses litigation finance, which provides capital to plaintiffs involved in lawsuits. It notes that litigation finance has grown popular due to billions of dollars from institutional investors. Litigation finance investments have high returns that are uncorrelated with the broader market but carry high risks, as investors could lose their entire principal if a case is lost. The document describes the rigorous due diligence and case selection process used to identify high-quality cases and structures deals to reduce risks for investors.
Onder de titel “Het zijn en het niet: een existentialistische visie op de volmachtmarkt” publiceert KoKo Kroup een aantal visiedocumenten die partijen kunnen helpen om een eigen beeld van de grot of juist de wereld daarbuiten vorm te geven.
Het tweede deel “Go MAD: Making a difference” handelt over de wijze waarop gevolmachtigden een toegevoegde waarde propositie (horizontaal) kunnen vormgeven.
Data center 2.0: Data center built for private cloud by Mr. Cheng Che Hoo of ...HKISPA
The Chinese University of Hong Kong is facing challenges in upgrading its aging and decentralized IT infrastructure to support its growing student population. It plans to address this by building a new, larger and more advanced tier 3 data center with 800kVA capacity for high availability. It will also consolidate servers through virtualization, improve storage integration, and provide centralized backup and new infrastructure services like virtual machines on a subscription basis. This will help optimize resource sharing and costs while supporting the university's dynamic computing needs.
El documento explica los pasos para realizar una búsqueda avanzada en la página web de la Universidad de las Fuerzas Armadas "ESPE". Se ingresan los términos de búsqueda y se seleccionan filtros para restringir los resultados. Se accedió a un sitio web de libros y se anotaron dos enlaces encontrados. La práctica resultó un poco complicada al inicio pero se solucionó con ayuda.
Pravin Patidar is seeking a career in mechanical engineering in the automobile field. He has a Bachelor's degree in Mechanical Engineering from Mahakal Institute of Technology with 62.4% marks. He has over 2 years of work experience in automobile companies including PRIME CAR Pvt. Ltd and AVTEC Ltd. His experience includes roles in engine plant operations and as a service advisor. Patidar also has technical skills in CAD software like AutoCAD and ProE and interests in subjects like machine design and automobiles. He believes his strengths include being well-adaptable, having a zeal to learn, and being punctual.
Knowledge forum IOT Gopan_Joshi_rel_jio_slidesTechXpla
Gopan Joshi of Reliance Jio was speaker at Knoweldge Forum on July 2, 2016. He has launched more than 10 Enterprise Products in Cloud and Networking space in companies like Netmagic, Sify and now Reliance Jio Cloud division. He talked on building a resilient infrastructure platform for running an agile IOT platform. Between overview and board systems the missing piece is the infra required to run IOT platform. Continue the discussion on reading IoT Blogs on www.techxpla.com
The document discusses recent proposals from Basel IV regarding changes to the internal ratings-based (IRB) approach for calculating credit risk-weighted assets (RWAs). It summarizes that the proposals would remove the IRB approach for certain exposures, impose floors on model outputs, and enhance parameter estimation practices. It then analyzes the potential impacts, including a significant increase in European banks' RWAs of 15-30% or more. The document outlines views expressed by the banking industry that the proposals could reduce risk sensitivity and comparability rather than enhance them as intended.
February 2016 Webinar Series - Architectural Patterns for Big Data on AWSAmazon Web Services
With an ever-increasing set of technologies to process big data, organizations often struggle to understand how to build scalable and cost-effective big data applications.
In this webinar, we will simplify big data processing as a pipeline comprising various stages; and then show you how to choose the right technology for each stage based on criteria such as data structure, design patterns, and best practices.
Learning Objectives:
Understand key AWS Big Data services including S3, Amazon EMR, Kinesis, and Redshift
Learn architectural patterns for Big Data
Hear best practices for building Big Data applications on AWS
Who Should Attend:
Architects, developers and data scientists who are looking to start a Big Data initiative
Want to get ramped up on how to use Amazon's big data web services and launch your first big data application on AWS? Join us on our journey as we build a big data application in real-time using Amazon EMR, Amazon Redshift, Amazon Kinesis, Amazon DynamoDB, and Amazon S3. We review architecture design patterns for big data solutions on AWS, and give you access to a take-home lab so that you can rebuild and customize the application yourself.
Securities Crowdfunding for Intermediaries (Series: Crowdfunding)Financial Poise
This webinar addresses crowdfunding portals and intermediaries. This episode begins with a basic overview of the various methods of crowdfunding, from donation and rewards based, to intra-state equity, debt, and finally securities based crowdfunding under Titles II, III and IV of the JOBS Act. Once those differences are understood, the webinar focuses on the need for intermediaries, the role that they can and sometimes must play, followed by a discussion on how the market has matured and where we see the market going in the online capital space. This webinar also discusses the risks and future of these intermediaries with the advent of the ICO and token distribution events.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/securities-crowdfunding-for-intermediaries-2021/
Kamini Naidoo, Portfolio Manager for Alternative Investments at Momentum Investments, unpacks hedge funds. She explains that it is suitable for people who want something that is not catered for with the usual investment mandates.
The document outlines 10 things to know about venture capital (VC) financing:
1) VC involves high risk and high potential returns for companies, targeting those in the seed to growth stages.
2) VCs are professional investors that employ specific investment and portfolio strategies to diversify risk across industries and maturity stages.
3) VCs invest equity to help companies grow, not just provide lifestyle financing, and expect ambitious business plans from founders.
This document discusses strategies for startups and investors. It emphasizes the importance of understanding both yourself and your opponents based on a quote from The Art of War. It then outlines the typical investment lifecycle for startups, including funding from friends/family, angels, VCs, and the public market. Finally, it proposes ways the EU could increase access to funding, such as supporting regional co-investment funds and providing "European passports" for business angels.
Loss leader strategies have been adopted across all sectors, services and products so far.
One of the most typical examples is razor blades, where producers literally give away razor units because once consumers acquire the unit they will need to buy blades.
Console games are usually sold at a loss to lure customer into purchasing higher margin games and subscriptions.
Loss leader used less for financial services or products and even less in the fund management system.
For the first time in August 2018 a Boston based fund power-house employed a loss leader strategy with the launch of two zero fees funds.
Fees charged by fund managers in the context of relationship with investors are not exclusively linked to the active management of the portfolio.
Fees typically cover costs associated to management of these investments and costs related to third parties involved in the investments.
Actively managed funds are more expensive because they allow for continuous deliver of alpha and outperformance of a benchmark index;
Passively managed funds are a much cheaper option because they replicate composition of a benchmark index to define their portfolios.
Not all fund houses – be them managing funds actively or passively – can afford to have an exclusive range of free funds.
Fund management comes at a cost.
According to FCA spokesman, fees charged by fund managers should remain and greater emphasis should be posed on transparency of fees for investors.
Recent regulatory changes impacting financial services regulation have mixed effect on the blossoming of a no fee fund ecosystem in Europe:
Retail Distribution Review (RDR) initiative and ensuing prohibition for fund managers to pay commission to distributors might push distributors to cost efficient solutions for their clients.
MiFID II, instead, calls for greater transparency on fees and amounts charged by fund managers to investors, both in advance of the investment and on an ongoing manner.
No fee funds might come with transparency conflicts and might not be a fit within the current climate for financial services in Europe.
One of a suite of individual retirement education modules created for Nationwide Financial, the Retirement Goals Education Module helps a plan participant understand the importance of rebalancing their account each year.
The module system gives retirement specialists the ability to create longer, fully customizable presentations by allowing them to mix, match and combine individual modules in the suite. This enables the sales force a greater flexibility in planning meetings and answering individual plan and participant needs.
Thuja presentation bio business summer school 2015Thuja Capital
Venture capital provides financing for high-risk, technology-based companies in exchange for equity. It is essential for transitioning inventions into commercially viable products. Thuja Capital is a venture capital fund that invests in early-stage life science and healthcare companies, providing funding and guidance to help them grow and eventually achieve profitable exits. The document provides details on Thuja Capital's funds, investment process, portfolio and trends in venture capital fundraising.
Managed futures are investments actively traded by professional money managers using futures contracts, options, and swaps to take long and short positions across different market sectors such as commodities, stocks, bonds, and currencies. Over $337 billion is invested in managed futures by individuals, pension funds, and institutions. Managed futures provide diversification and have exhibited low correlation to stocks, helping portfolios perform well when stocks decline. Fees for managed futures funds are clearly disclosed and performance is reported net of fees, as they are highly regulated by the CFTC, NFA, SEC, and other regulators.
Third-party distributors sell mutual funds and life insurance policies on behalf of fund managers and insurance companies. They receive trailer fees from the sale of mutual funds and commissions for acquiring new business. Mutual funds are distributed through five main channels: direct sales, advice from financial professionals, employer-sponsored retirement plans, fund supermarkets with no-transaction fee programs, and large institutional investors.
The document provides guidelines for prudent investing, including developing an investment plan that considers risk tolerance, investment horizon, and integrating portfolio management with tax and estate planning. It emphasizes the importance of diversification, fiduciary advisors, and avoiding complex products or getting caught up in market manias. The guidelines suggest basing investment decisions on academic evidence rather than predictions, and maintaining a long-term perspective by minimizing risks and not spending too much.
Litigation Finance Fund - Ashton GlobalKijana Mack
The document discusses litigation finance, which provides capital to plaintiffs involved in lawsuits. It notes that litigation finance has grown popular due to billions of dollars from institutional investors. Litigation finance investments have high returns that are uncorrelated with the broader market but carry high risks, as investors could lose their entire principal if a case is lost. The document describes the rigorous due diligence and case selection process used to identify high-quality cases and structures deals to reduce risks for investors.
Onder de titel “Het zijn en het niet: een existentialistische visie op de volmachtmarkt” publiceert KoKo Kroup een aantal visiedocumenten die partijen kunnen helpen om een eigen beeld van de grot of juist de wereld daarbuiten vorm te geven.
Het tweede deel “Go MAD: Making a difference” handelt over de wijze waarop gevolmachtigden een toegevoegde waarde propositie (horizontaal) kunnen vormgeven.
Data center 2.0: Data center built for private cloud by Mr. Cheng Che Hoo of ...HKISPA
The Chinese University of Hong Kong is facing challenges in upgrading its aging and decentralized IT infrastructure to support its growing student population. It plans to address this by building a new, larger and more advanced tier 3 data center with 800kVA capacity for high availability. It will also consolidate servers through virtualization, improve storage integration, and provide centralized backup and new infrastructure services like virtual machines on a subscription basis. This will help optimize resource sharing and costs while supporting the university's dynamic computing needs.
El documento explica los pasos para realizar una búsqueda avanzada en la página web de la Universidad de las Fuerzas Armadas "ESPE". Se ingresan los términos de búsqueda y se seleccionan filtros para restringir los resultados. Se accedió a un sitio web de libros y se anotaron dos enlaces encontrados. La práctica resultó un poco complicada al inicio pero se solucionó con ayuda.
Pravin Patidar is seeking a career in mechanical engineering in the automobile field. He has a Bachelor's degree in Mechanical Engineering from Mahakal Institute of Technology with 62.4% marks. He has over 2 years of work experience in automobile companies including PRIME CAR Pvt. Ltd and AVTEC Ltd. His experience includes roles in engine plant operations and as a service advisor. Patidar also has technical skills in CAD software like AutoCAD and ProE and interests in subjects like machine design and automobiles. He believes his strengths include being well-adaptable, having a zeal to learn, and being punctual.
Knowledge forum IOT Gopan_Joshi_rel_jio_slidesTechXpla
Gopan Joshi of Reliance Jio was speaker at Knoweldge Forum on July 2, 2016. He has launched more than 10 Enterprise Products in Cloud and Networking space in companies like Netmagic, Sify and now Reliance Jio Cloud division. He talked on building a resilient infrastructure platform for running an agile IOT platform. Between overview and board systems the missing piece is the infra required to run IOT platform. Continue the discussion on reading IoT Blogs on www.techxpla.com
The document discusses recent proposals from Basel IV regarding changes to the internal ratings-based (IRB) approach for calculating credit risk-weighted assets (RWAs). It summarizes that the proposals would remove the IRB approach for certain exposures, impose floors on model outputs, and enhance parameter estimation practices. It then analyzes the potential impacts, including a significant increase in European banks' RWAs of 15-30% or more. The document outlines views expressed by the banking industry that the proposals could reduce risk sensitivity and comparability rather than enhance them as intended.
February 2016 Webinar Series - Architectural Patterns for Big Data on AWSAmazon Web Services
With an ever-increasing set of technologies to process big data, organizations often struggle to understand how to build scalable and cost-effective big data applications.
In this webinar, we will simplify big data processing as a pipeline comprising various stages; and then show you how to choose the right technology for each stage based on criteria such as data structure, design patterns, and best practices.
Learning Objectives:
Understand key AWS Big Data services including S3, Amazon EMR, Kinesis, and Redshift
Learn architectural patterns for Big Data
Hear best practices for building Big Data applications on AWS
Who Should Attend:
Architects, developers and data scientists who are looking to start a Big Data initiative
Want to get ramped up on how to use Amazon's big data web services and launch your first big data application on AWS? Join us on our journey as we build a big data application in real-time using Amazon EMR, Amazon Redshift, Amazon Kinesis, Amazon DynamoDB, and Amazon S3. We review architecture design patterns for big data solutions on AWS, and give you access to a take-home lab so that you can rebuild and customize the application yourself.
This document provides an introduction to a computer graphics course. It defines computer graphics as using computers to communicate information visually in a managed and documented way. The course will cover topics like 2D and 3D viewing, modeling, rendering, animation and projects using OpenGL. It will include lectures, labs and assignments. The goal is to provide an overview of the key concepts and activities for the course.
Sustainability and investor awareness 28022014BFSICM
The document discusses ways to improve investor awareness and protection in India. It suggests that the Investor Protection Fund managed by exchanges be better utilized for continuous investor education programs. It recommends developing different modules on fundamentals of investing, financial markets, risk profiling, and behavioral finance to educate investors. It advocates for a train-the-trainer approach and expanding programs through online media, local representatives, and industry bodies to reach more investors across the country in local languages. The goal is to empower investors and restore their confidence in capital markets.
FinCorp is an investment banking firm established in Egypt in 1998 that provides services including mergers and acquisitions, private placements, IPOs, corporate bonds, loans, business valuation, and portfolio management. It has relationships with similar firms globally. The document provides an overview of FinCorp, its services, experience in sectors like real estate and manufacturing, and profiles of its professionals.
Naim - Financing SMEs in global sustainable value chains: the role of supply ...OECD CFE
20-21 February 2018, Mexico City: Workshop on building business linkages that boost SME productivity. http://www.oecd.org/cfe/smes/workshop-on-building-business-linkages-that-boost-SME-productivity.htm
The document discusses blended finance as a systematic approach to mobilizing private capital for development. It outlines the objectives of blended finance to extend the reach of development aid through complementary private and philanthropic investment. It also discusses the barriers to large-scale private investment in emerging markets and how blended finance can help mitigate risks and manage returns to attract more private capital flows. The World Economic Forum and OECD have committed to advancing the blended finance approach through knowledge sharing, developing standardized products and transactions, and connecting stakeholders through a virtual platform.
The document discusses Colombia's dynamic startups ecosystem and investing in startups. It describes the various players that make up Colombia's startups ecosystem, including universities, banks, incubators, and investors. It also outlines Colombia's National Policy for Startups, which aims to strengthen skills/innovation, improve financing, facilitate technology development, strengthen marketing networks, and strengthen support institutions.
Dynamic startups in colombia eng (actualizado diciembre 2021)Tatiana Behar Russy
The document discusses Colombia's dynamic startups ecosystem and investing in startups. It describes the various players that make up Colombia's startups ecosystem, including universities, banks, incubators, and investors. It also outlines Colombia's National Policy for Startups, which aims to strengthen skills/innovation, improve financing, facilitate technology development, strengthen marketing networks, and strengthen support networks for startups.
The document discusses valuation methodologies used by venture capitalists to determine the value of startup companies. It explains that VCs use discounted cash flow analysis and comparable company analysis to estimate a company's potential future value, or terminal value. It also discusses how VCs determine pre-money and post-money valuations based on the required investment and expected return on investment. The document provides an example valuation of a startup seeking $500,000 in seed funding with an estimated $60 million terminal value and 30x expected return for investors.
Venture capital is funding provided to startup companies and small businesses with perceived long-term growth potential. It involves three main actors: venture capital funds that manage money from investors, the investors who provide this money, and the entrepreneurial companies that receive the funding. There are typically five stages of venture capital funding as a company grows from an idea to commercialization to expansion. Venture capital carries high risk but also high potential returns and has played an important role in economic growth and job creation.
Mutual funds allow small investors access to a diversified portfolio of securities through a single investment. They provide expertise and risk management through professional fund management. The mutual fund industry in India began in 1963 with the formation of the Unit Trust of India. Major reasons why some people do not invest include ignorance of mutual funds, risk aversion, and limited promotion outside major cities. Fidelity Investments is one of the largest mutual fund companies in the US, known for its highly rated funds and guidance tools.
This document discusses developing an impact investment strategy. It outlines 6 key steps: 1) Developing an investment strategy by setting priorities and defining impact themes. 2) Sourcing investment opportunities through partners. 3) Conducting due diligence on essentials like impact thesis and risk. 4) Getting to deal terms by clarifying investment options. 5) Managing for mutual success through regular reporting and support. 6) Monitoring performance by setting targets and measuring impact and returns. It also discusses thematic investment approaches that classify companies into impact themes aligned with UN Sustainable Development Goals.
Running Head Research on problems on public funds investing in Lo.docxtoltonkendal
Running Head: Research on problems on public funds investing in Local government 7
Research on problems on public funds investing in local governments
Shekima Jacob
South University
Introduction
Due to the office of the office of the state’s Treasurer interest on the idea to develop a resource to guide the local government in consideration of the statutory investment plans and strategy for the experienced problems in local government funds ("RCW 39.59.01.", 2017). This article covers all sorts of the investments related to the local government state of law, potential risks investment sound programs elements and the public fund's investment pitfalls. The research goes ahead and provides sources to other resources which are experienced by the investors who have a mind of having best industry implementation minds, therefore the article develops plans as a guide to the investors in the local government of various sections in more significant ways and other investors to be specific.
The prudence of investments
In the process of successful investment there have been the existence of the problem for the investors to have liquidity and safety funds in the first and foremost objective whereby there is the maximization of returns of which tend to operate on the legality bounds. The right thing in this process is the definition of the procedures and strategies on objectives pursuit. The opportunities and investing and risks are supposed to be managed so that there is adequate security because of the fund's availability where the next step must be adding to revenue stream to the individual objectives. The local government managers in investment plans found not to be cooperative to the standard of “prudent person” where the recommendation should be of return and risk in time horizon decisions to be followed by the investor accurately.
The policy of investment
As a requirement of investment strategy is to be anchored by an investment policy that is structured well. In this case, there was a failure in the parameters, objectives, and benchmarks of the portfolio as it was not reviewed frequently. Since the policy is set for the protection of the officers in the entity local government involved and has secured information to the community dealer for much coverage, it was not followed by the suit. The best witnessed for this case is through the local government encouragement by the State Treasurer when the submission of the policies was made thus offering the investment certification system program. Therefore, the major aspect that acted as hindrance to many was financing plans undermined for application.
Finding of eligible investments
Since there is the restriction on the local government to ensure that public assets liquidity, a section of the responsible officers in the ministry reasonable to undertake eligible test to list the investment into the statute list, acted as a hindrance in this process thus making it an inconvenience. ...
Sources of Funds, Venture Capital System, Designing a Funding Strategy, What investors look in a pitch funding, Current funding options available in GLobal Market
Mutual Funds_ Structure and Constituents.pdfRustineRose1
The document discusses the constituents and structure of mutual funds. It describes the key parties involved - investors who contribute funds, sponsors who set up the fund, asset management companies that manage the fund's assets, trustees who ensure investors' interests are protected, distributors who bring in investors, registrars who maintain records of investors, and custodians who hold the fund's securities. It also outlines different types of mutual fund schemes and provides a brief history of mutual funds in the Philippines, comparing them to other major financial institutions like commercial banks, securities firms, and insurance companies.
This document provides an overview of venture capital, including its meaning, characteristics, advantages, stages of financing, investment process, development in India, and rules and regulations. It defines venture capital as funds made available for startups and small businesses with high growth potential. Key points include: venture capitalists provide long-term equity financing and business assistance in exchange for equity; the investment process involves deal origination, screening, due diligence, structuring, and exit; and venture capital in India is regulated by SEBI and income tax acts which provide tax exemptions.
Private equity investment in the insurance industry has increased in recent years due to new regulations and a lack of traditional capital sources for insurance companies. Partnering private equity firms with insurance companies and business process outsourcing (BPO) firms can generate significant value by improving efficiencies. BPO firms with insurance industry expertise can help private equity firms identify investment opportunities, evaluate targets, improve portfolio company performance, manage investments, support investor relations, and develop exit strategies. This allows private equity to generate higher returns and insurance companies to access more capital. The partnership between these three industries is poised for growth as each side recognizes the potential benefits.
FINANCIAL PLAN AND RESOURCE GENERATION GROUP 5.pptxArtLemuelLoterea
Family and friends are potential sources of startup capital that provide some advantages over other options. While they have faith in your talents and success, acquiring funds from them may strain personal relationships if the business fails and cause family conflicts. Other options like crowdfunding or competitions provide exposure, validation of ideas, and experience running campaigns that can help future fundraising efforts. Overall, the best approach is to consider your funding needs, risks, and time commitments to select sources that fit your business goals and stage of development.
The document outlines the process of conducting an effective Investor Awareness Program (IAP). Key steps include defining objectives, developing content, selecting speakers, planning the event logistics, promoting the program, executing the event, collecting feedback, and following up with participants. The goal is to educate investors, enhance their financial literacy, and empower them to make informed investment decisions.
Methods of Promoting Financial Products - CASE STUDY: ICICI PRUDENTIAL MUTUAL...Karan Mahajan
Initially, financial services marketing tends to fall on the shoulders of the personal financial planners or advisers that help individuals with their personal financial situations. While marketing has some general strategies that service providers can employ and all types of businesses can use, financial service providers can cater or alter these strategies to reach their particular audience. Some of the best tips for financial services marketing tart with identifying who the customers truly are so that strategies are employed that speak directly to the members of the overall group.
Personal Selling is considered to be the most important promotional tools, as it aims to build relationship between the customer and the company. Relationships are crucial since they make the customer loyal to the brand and enables the bank to reach its long-term goal. It is also of great importance to make a thorough segmentation of the customers in order to make the personal selling as cost-efficient as possible. The aim of direct marketing is to inform as well as to promote. It is commonly used through post informative articles, but the use of internet has changed the game all together.
ICICI Prudential Mutual Fund has successfully leveraged upon the existing methods of promotions and the result of it can be seen in the growth of the company in India. The company has very well adapted the new digital means of promotion still not abandoning the traditional means promotion which is helpful in catering to all age group of audiences.
ICICI Prudential Mutual Funds offer customers a wide variety of benefits that can make them the preferred medium of investment for many. Some of these advantages are:
One of the most important things about ICICI Prudential Mutual Funds is that they have a CRISIL credit rating AAA for many of their products.
Small investors can invest using easy to afford systematic investment plans that allow for monthly payments.
The wide variety of funds to choose from leaves customers spoilt for choice in investments.
Similar to Justin Sykes, Innovest Advisory, UK, Frontier Social Investing Putting Impact First (20)
This course will inform, engage, and prepare participants who are considering the feasibility and benefits of adding health to microfinance. The training will provide experience-based examples, lessons learned, cost information, and discussion about addressing the link between poverty and ill health without taking MFIs off-track or incurring undue expenses.
This PPT: how Equitas does integrated health and microfinance
This course will inform, engage, and prepare participants who are considering the feasibility and benefits of adding health to microfinance. The training will provide experience-based examples, lessons learned, cost information, and discussion about addressing the link between poverty and ill health without taking MFIs off-track or incurring undue expenses.
This PPT: action planning
This course will inform, engage, and prepare participants who are considering the feasibility and benefits of adding health to microfinance. The training will provide experience-based examples, lessons learned, cost information, and discussion about addressing the link between poverty and ill health without taking MFIs off-track or incurring undue expenses.
This PPT: client testimonies
The document summarizes a market research study conducted with 224 members of Bandhan, a microfinance institution in India. The study found that the most common health issues were cold, cough, fever, gastric problems, and skin diseases. It also found that while government healthcare is preferred, the main barrier to care is inability to pay rather than lack of access. Respondents expressed interest in health savings, education, and loans to pay for emergencies. Based on the findings, Bandhan introduced health education programs and emergency health loans for clients.
This course will inform, engage, and prepare participants who are considering the feasibility and benefits of adding health to microfinance. The training will provide experience-based examples, lessons learned, cost information, and discussion about addressing the link between poverty and ill health without taking MFIs off-track or incurring undue expenses.
This course will inform, engage, and prepare participants who are considering the feasibility and benefits of adding health to microfinance. The training will provide experience-based examples, lessons learned, cost information, and discussion about addressing the link between poverty and ill health without taking MFIs off-track or incurring undue expenses.
This PPT: intro, objectives, and the agenda
This course will inform, engage, and prepare participants who are considering the feasibility and benefits of adding health to microfinance. The training will provide experience-based examples, lessons learned, cost information, and discussion about addressing the link between poverty and ill health without taking MFIs off-track or incurring undue expenses.
This PPT: intro to integrated health and microfinance
This course will inform, engage, and prepare participants who are considering the feasibility and benefits of adding health to microfinance. The training will provide experience-based examples, lessons learned, cost information, and discussion about addressing the link between poverty and ill health without taking MFIs off-track or incurring undue expenses.
This PPT: how and why to do market research
This one-day workshop will introduce the pathway that financial service providers can take to enhance their social performance management (SPM) practices, using the Universal Standards for Social Performance Management (“Universal Standards”) as a framework for improving practice. Case studies and activities will make the day as interactive as possible. The target audience for this workshop is associations and direct service providers.
The day will start by quickly defining SPM and exploring its importance to an institution’s clients and business. Participants will take a deeper look at the Universal Standards and learn how to use the SPI4 Audit Tool to assess their current level of implementation of the Universal Standards. We will also discuss key resources available to help financial service providers institute changes after they assess themselves.
This course will prepare microfinance practitioners to understand and provide financial and non-financial services to rural and urban youth. The course will introduce participants to best practices for serving youth, help them to understand the differences between rural and urban youth financial service provision, and detail specific products and service delivery models. To ground the information in concrete examples, the training will also involve a live case study component, where participants will be able to engage with representatives of financial institutions in the MENA region that are currently offering financial services to youth.
You have helped your clients see themselves and their families in a new light as economic actors. You can do the same for their lives as civic actors. The nations of the world have agreed to the Sustainable Development Goals, goals such as eradicating extreme poverty, eliminating preventable child deaths, and ensuring all children complete secondary school all by 2030. In this training you will learn how to empower your clients to use their voices as citizens on issues that matter in their lives, the lives of community members, and across their nation. By helping clients influence village leaders and members of Parliament through advocacy, we will make the SDGs real.
The document summarizes findings from a research study on financial diaries kept by rural households in Cambodia. It provides context on Cambodia's economy and microfinance sector. The study found that households used a mix of formal and informal financial tools to manage volatile income and expenses. A common informal tool is ROSCAs called "tongtin" which provide savings and credit functions and compete with microfinance institutions. The diaries revealed opportunities for new financial products addressing common shocks as well as a need for financial literacy training to help households avoid over-indebtedness.
This document summarizes a study that examined the impact of financial education and access to savings accounts on youth in Uganda. 240 youth groups were randomly assigned to receive either financial education, access to a group savings account, both, or neither (the control). Results found that financial education significantly increased savings amounts and earned income 1-2 years later, while access to savings accounts had smaller impacts. This suggests that financial education and account access may be substitutes rather than complements in increasing savings behavior and downstream outcomes.
This document summarizes research on a mobile savings product called M-Pasandaz launched in Afghanistan. Key points:
- M-Pasandaz allowed automatic payroll deductions into a mobile money savings account, with options for employer matching contributions.
- A study enrolled 949 employees and randomly assigned them to default enrollment at 5% of salary and different matching contribution levels (0%, 25%, 50%).
- Defaults significantly increased participation rates, with 71-86% of default-enrolled employees participating compared to 1% without defaults. Defaults also led to higher contribution amounts, roughly equivalent to a 50% match.
- The results suggest defaults are an effective way to address procrastination and help people save
This document summarizes preliminary results from a midline survey evaluation of the LISTA project, which aims to provide tablet-based financial education in Colombia. The summary includes:
1) LISTA uses tablets preloaded with financial education modules to potentially provide a scalable solution. 2) The evaluation examines the impact of LISTA on financial literacy, practices, and performance using a randomized controlled research design. 3) Preliminary midline results show some improvements in financial knowledge, savings habits, and reported savings amounts, but no impact yet on all measures.
This document summarizes key findings from a study of financial diaries in Zambia. It discusses how the diaries were used to develop more nuanced market segments based on patterns of income variation, rather than just demographic characteristics. Two examples are given of farmers with different livelihoods but similar income fluctuation patterns. The segments are described and how they differently manage cash flow and finance lump purchases. Insights from the diaries challenge assumptions about use of financial services among the populations studied.
Nathan Were from FINCA presented on their experience partnering with mobile network operators (MNOs) to expand digital financial services in Tanzania. Some key points:
- FINCA launched mobile payments in 2012 with MNO Vodacom and agency banking in 2014. In 2015 they integrated with multiple MNOs including Tigo and Airtel to offer mobile banking.
- Digital channels like agents and mobile banking increased in usage over time, with mobile transactions growing from 26% to 29% of all transactions from January to February 2016.
- Partnering with large MNOs requires cultivating the relationship through dedicated resources and service level agreements to avoid being at a disadvantage.
- Digital
The document discusses assessing the suitability of sites for microenterprises in Bangladesh. It analyzed various physical and economic criteria like distance to markets and roads, land elevation and flooding risk, to classify areas as highly, moderately or marginally suitable for poultry farming. Most unions had large unsuitable areas concentrated in the southeast. Microenterprises in unsuitable sites faced higher costs, lower profits and required greater support. The research findings could help prioritize development efforts and identify low-cost solutions to improve conditions for farmers in unsuitable locations.
The document summarizes the key findings of an independent evaluation of the Asian Development Bank's Microfinance Assistance Program from 2000-2010. The evaluation assessed the performance of ADB's microfinance portfolio in developing sustainable microfinance systems for the poor. It found that while interventions were well-designed, they were less effective at delivering intended results. Program and sector development loans were most effective in improving policies and expanding services, while projects focusing only on credit were less successful. The evaluation also analyzed microfinance clients and impacts in six countries, finding an increase in loans and clients over time but decreasing percentages of women, and limited welfare impacts.
XP 2024 presentation: A New Look to Leadershipsamililja
Presentation slides from XP2024 conference, Bolzano IT. The slides describe a new view to leadership and combines it with anthro-complexity (aka cynefin).
This presentation by Yong Lim, Professor of Economic Law at Seoul National University School of Law, was made during the discussion “Artificial Intelligence, Data and Competition” held at the 143rd meeting of the OECD Competition Committee on 12 June 2024. More papers and presentations on the topic can be found at oe.cd/aicomp.
This presentation was uploaded with the author’s consent.
This presentation by Thibault Schrepel, Associate Professor of Law at Vrije Universiteit Amsterdam University, was made during the discussion “Artificial Intelligence, Data and Competition” held at the 143rd meeting of the OECD Competition Committee on 12 June 2024. More papers and presentations on the topic can be found at oe.cd/aicomp.
This presentation was uploaded with the author’s consent.
Why Psychological Safety Matters for Software Teams - ACE 2024 - Ben Linders.pdfBen Linders
Psychological safety in teams is important; team members must feel safe and able to communicate and collaborate effectively to deliver value. It’s also necessary to build long-lasting teams since things will happen and relationships will be strained.
But, how safe is a team? How can we determine if there are any factors that make the team unsafe or have an impact on the team’s culture?
In this mini-workshop, we’ll play games for psychological safety and team culture utilizing a deck of coaching cards, The Psychological Safety Cards. We will learn how to use gamification to gain a better understanding of what’s going on in teams. Individuals share what they have learned from working in teams, what has impacted the team’s safety and culture, and what has led to positive change.
Different game formats will be played in groups in parallel. Examples are an ice-breaker to get people talking about psychological safety, a constellation where people take positions about aspects of psychological safety in their team or organization, and collaborative card games where people work together to create an environment that fosters psychological safety.
Carrer goals.pptx and their importance in real lifeartemacademy2
Career goals serve as a roadmap for individuals, guiding them toward achieving long-term professional aspirations and personal fulfillment. Establishing clear career goals enables professionals to focus their efforts on developing specific skills, gaining relevant experience, and making strategic decisions that align with their desired career trajectory. By setting both short-term and long-term objectives, individuals can systematically track their progress, make necessary adjustments, and stay motivated. Short-term goals often include acquiring new qualifications, mastering particular competencies, or securing a specific role, while long-term goals might encompass reaching executive positions, becoming industry experts, or launching entrepreneurial ventures.
Moreover, having well-defined career goals fosters a sense of purpose and direction, enhancing job satisfaction and overall productivity. It encourages continuous learning and adaptation, as professionals remain attuned to industry trends and evolving job market demands. Career goals also facilitate better time management and resource allocation, as individuals prioritize tasks and opportunities that advance their professional growth. In addition, articulating career goals can aid in networking and mentorship, as it allows individuals to communicate their aspirations clearly to potential mentors, colleagues, and employers, thereby opening doors to valuable guidance and support. Ultimately, career goals are integral to personal and professional development, driving individuals toward sustained success and fulfillment in their chosen fields.
The importance of sustainable and efficient computational practices in artificial intelligence (AI) and deep learning has become increasingly critical. This webinar focuses on the intersection of sustainability and AI, highlighting the significance of energy-efficient deep learning, innovative randomization techniques in neural networks, the potential of reservoir computing, and the cutting-edge realm of neuromorphic computing. This webinar aims to connect theoretical knowledge with practical applications and provide insights into how these innovative approaches can lead to more robust, efficient, and environmentally conscious AI systems.
Webinar Speaker: Prof. Claudio Gallicchio, Assistant Professor, University of Pisa
Claudio Gallicchio is an Assistant Professor at the Department of Computer Science of the University of Pisa, Italy. His research involves merging concepts from Deep Learning, Dynamical Systems, and Randomized Neural Systems, and he has co-authored over 100 scientific publications on the subject. He is the founder of the IEEE CIS Task Force on Reservoir Computing, and the co-founder and chair of the IEEE Task Force on Randomization-based Neural Networks and Learning Systems. He is an associate editor of IEEE Transactions on Neural Networks and Learning Systems (TNNLS).
This presentation by Professor Giuseppe Colangelo, Jean Monnet Professor of European Innovation Policy, was made during the discussion “The Intersection between Competition and Data Privacy” held at the 143rd meeting of the OECD Competition Committee on 13 June 2024. More papers and presentations on the topic can be found at oe.cd/ibcdp.
This presentation was uploaded with the author’s consent.
This presentation by Tim Capel, Director of the UK Information Commissioner’s Office Legal Service, was made during the discussion “The Intersection between Competition and Data Privacy” held at the 143rd meeting of the OECD Competition Committee on 13 June 2024. More papers and presentations on the topic can be found at oe.cd/ibcdp.
This presentation was uploaded with the author’s consent.
This presentation by OECD, OECD Secretariat, was made during the discussion “Competition and Regulation in Professions and Occupations” held at the 77th meeting of the OECD Working Party No. 2 on Competition and Regulation on 10 June 2024. More papers and presentations on the topic can be found at oe.cd/crps.
This presentation was uploaded with the author’s consent.
1.) Introduction
Our Movement is not new; it is the same as it was for Freedom, Justice, and Equality since we were labeled as slaves. However, this movement at its core must entail economics.
2.) Historical Context
This is the same movement because none of the previous movements, such as boycotts, were ever completed. For some, maybe, but for the most part, it’s just a place to keep your stable until you’re ready to assimilate them into your system. The rest of the crabs are left in the world’s worst parts, begging for scraps.
3.) Economic Empowerment
Our Movement aims to show that it is indeed possible for the less fortunate to establish their economic system. Everyone else – Caucasian, Asian, Mexican, Israeli, Jews, etc. – has their systems, and they all set up and usurp money from the less fortunate. So, the less fortunate buy from every one of them, yet none of them buy from the less fortunate. Moreover, the less fortunate really don’t have anything to sell.
4.) Collaboration with Organizations
Our Movement will demonstrate how organizations such as the National Association for the Advancement of Colored People, National Urban League, Black Lives Matter, and others can assist in creating a much more indestructible Black Wall Street.
5.) Vision for the Future
Our Movement will not settle for less than those who came before us and stopped before the rights were equal. The economy, jobs, healthcare, education, housing, incarceration – everything is unfair, and what isn’t is rigged for the less fortunate to fail, as evidenced in society.
6.) Call to Action
Our movement has started and implemented everything needed for the advancement of the economic system. There are positions for only those who understand the importance of this movement, as failure to address it will continue the degradation of the people deemed less fortunate.
No, this isn’t Noah’s Ark, nor am I a Prophet. I’m just a man who wrote a couple of books, created a magnificent website: http://www.thearkproject.llc, and who truly hopes to try and initiate a truly sustainable economic system for deprived people. We may not all have the same beliefs, but if our methods are tried, tested, and proven, we can come together and help others. My website: http://www.thearkproject.llc is very informative and considerably controversial. Please check it out, and if you are afraid, leave immediately; it’s no place for cowards. The last Prophet said: “Whoever among you sees an evil action, then let him change it with his hand [by taking action]; if he cannot, then with his tongue [by speaking out]; and if he cannot, then, with his heart – and that is the weakest of faith.” [Sahih Muslim] If we all, or even some of us, did this, there would be significant change. We are able to witness it on small and grand scales, for example, from climate control to business partnerships. I encourage, invite, and challenge you all to support me by visiting my website.
This presentation by Juraj Čorba, Chair of OECD Working Party on Artificial Intelligence Governance (AIGO), was made during the discussion “Artificial Intelligence, Data and Competition” held at the 143rd meeting of the OECD Competition Committee on 12 June 2024. More papers and presentations on the topic can be found at oe.cd/aicomp.
This presentation was uploaded with the author’s consent.
This presentation by Katharine Kemp, Associate Professor at the Faculty of Law & Justice at UNSW Sydney, was made during the discussion “The Intersection between Competition and Data Privacy” held at the 143rd meeting of the OECD Competition Committee on 13 June 2024. More papers and presentations on the topic can be found at oe.cd/ibcdp.
This presentation was uploaded with the author’s consent.
This presentation by OECD, OECD Secretariat, was made during the discussion “The Intersection between Competition and Data Privacy” held at the 143rd meeting of the OECD Competition Committee on 13 June 2024. More papers and presentations on the topic can be found at oe.cd/ibcdp.
This presentation was uploaded with the author’s consent.
This presentation by Professor Alex Robson, Deputy Chair of Australia’s Productivity Commission, was made during the discussion “Competition and Regulation in Professions and Occupations” held at the 77th meeting of the OECD Working Party No. 2 on Competition and Regulation on 10 June 2024. More papers and presentations on the topic can be found at oe.cd/crps.
This presentation was uploaded with the author’s consent.
This presentation by OECD, OECD Secretariat, was made during the discussion “Artificial Intelligence, Data and Competition” held at the 143rd meeting of the OECD Competition Committee on 12 June 2024. More papers and presentations on the topic can be found at oe.cd/aicomp.
This presentation was uploaded with the author’s consent.
This presentation by OECD, OECD Secretariat, was made during the discussion “Pro-competitive Industrial Policy” held at the 143rd meeting of the OECD Competition Committee on 12 June 2024. More papers and presentations on the topic can be found at oe.cd/pcip.
This presentation was uploaded with the author’s consent.
2. #18MCSummit
3/23/2016 2
About Innovest Advisory
Boutique Impact Investment Advisory
Offshore jurisdiction focus, targeting latent capital
Impact focused investors – beyond negative screening
Connecting HNWIs, Foundations, Family Offices,
CharitableTrusts with investment opportunities that offer
blended returns
Debt, equity, catalytic grants (gurantees)
Investors - education, investment portfolio structuring and
matchmaking
Potential investees – capacity building to access to impact
investment and enable delivery on investor expectations
3. #18MCSummit
3/23/2016 3
Impact Approach and Tools
Blend of standardized and bespoke impact assessment
tools :
GIIRS and GINN products, recent SPI4 for microfinance
Employment outcomes, PPI
Research partnerships to develop evaluation evidence,
randomized control trials
•Identification / due diligence of investment vehicles or individual investees that have a track record in achieving these impact goals
•Selection of the most appropriate investment approach—equity, debt, terms, amount, prediction the expected financial return from the investment
•Monitoring, Evaluation and Reporting
•Identification of strategies for achieving this goal
•Identification / due diligence of investment vehicles or individual investees that have a track record in achieving these impact goals
•Selection of the most appropriate investment approach—equity, debt, terms, amount, prediction the expected financial return from the investment
•Monitoring, Evaluation and Reporting
•Identification of impact goals investor is seeking
•Identification of strategies for achieving this goal
•Identification / due diligence of investment vehicles or individual investees that have a track record in achieving these impact goals
•Selection of the most appropriate investment approach—equity, debt, terms, amount, prediction the expected financial return from the investment
•Monitoring, Evaluation and Reporting
Identification
of Impact
Goals
Strategies
for achieving
Goals
Identification
of investment
vehicles
Selection of
investment
type
Monitoring, Evaluation and Reporting
4. #18MCSummit
3/23/2016 4
Engagement Examples
Design and set up of Syrian refugee focused MSME impact
investment fund for the Family Office of a UK based
UHNWI
Support to a number of emerging Islamic MFIs on
mobilizing investment from impact investors
Offshore Fund focused on European SMEs where a portion
of returns are set aside for impact investment (inc. Mf)
Design and set up of a credit guarantee scheme for MSEs in
Somalia with a bilateral donor and private impact investors
Advisory on the design and financing of social impact
bonds (pay for success models) in offshore jurisdictions
Islamic finance impact investment
5. #18MCSummit
3/23/2016 5
Building Impact Investment
Ecosystems
Project to build a one-stop off-shore jurisdiction for
Impact Investment
Key ingredients for success:
Knowledge and expertise
Innovative products and instruments (exchange, seed funding)
Maturity and attractiveness of financial markets
Enabling environment (regulations, marketing)
Social impact standards and reporting
International connections
From “tax haven” to “Center for Financing For Good”