Apresentação de Ricardo Lanfranchi, Head of Equities Sales, Barclays Capital, no Seminário “Targeting: Como conhecer e gerenciar sua base de acionistas?”, realizado pelo IBRI em 18/08/2009 em SP.
Sales – O Targeting “em ação”
Strategic Level of Confidence: Valuation Methodology for Growing BusinessesDavid Christensen
Without a track record, what are the attributes that can be quantified and will give the investor some guidance relating to the magnitude and profile of the investment's risk/return equation?
David Christensen, a veteran of the Asia Pacific business environment and now CEO of Royal Siam Natural Health and Beauty, shares a systematic and objective process for striking a justifiable valuation on businesses that don't fit classic valuation formulae: recently established businesses, those seeking capital to expand into new products or territories, businesses with rapid growth potential, and so on.
Contact David Christensen at http://www.royalsiam.asia or email david@royalsiam.asia
Strategic Level of Confidence: Valuation Methodology for Growing BusinessesDavid Christensen
Without a track record, what are the attributes that can be quantified and will give the investor some guidance relating to the magnitude and profile of the investment's risk/return equation?
David Christensen, a veteran of the Asia Pacific business environment and now CEO of Royal Siam Natural Health and Beauty, shares a systematic and objective process for striking a justifiable valuation on businesses that don't fit classic valuation formulae: recently established businesses, those seeking capital to expand into new products or territories, businesses with rapid growth potential, and so on.
Contact David Christensen at http://www.royalsiam.asia or email david@royalsiam.asia
Beamonte Investments is one of the world’s leading investment and advisory firm. Beamonte Investments seek to create long-term value for its investors, the portfolio companies and the companies it advises. Beamonte Investments provides various financial advisory services, including investment banking advisory, financial and strategic advisory and fund placement services. Beamonte alternative businesses includes the management the private equity funds, real estate funds and credit oriented strategies.
02115 Ucits Iv Fund Range RationalisationOmer_Khan
This is the first edition of a new report which we have produced which looks at the global distribution of Irish UCITS funds. Irish UCITS funds are distributed successfully on a global basis.
Welcome to IFRS Newsletter—a newsletter that offers a summary of certain developments in International Financial Reporting Standards (IFRS) along with insights into topical issues.
This white paper reviews the entire investor due diligence process covering all the qualitative and quantitative aspects that are important to investors today. It assists hedge fund manager’s clients to better prepare them for their capital raising mandates.
Merlin released our latest white paper today entitled, Understanding Investor Due Diligence. This white paper reviews the entire investor due diligence process covering all the qualitative and quantitative aspects that are important to investors today. I hope you find this helpful and please let me know if you have any questions.
Apresentação de Mark Sims, CEO da Capital Precision, no Seminário “Targeting: Como conhecer e gerenciar sua base de acionistas?”, realizado pelo IBRI em 18/08/2009 em SP.
As ferramentas de Targeting: Identificação dos acionistas, como classificá-los, o perfil ideal da base acionária e como gerenciá-la?
Beamonte Investments is one of the world’s leading investment and advisory firm. Beamonte Investments seek to create long-term value for its investors, the portfolio companies and the companies it advises. Beamonte Investments provides various financial advisory services, including investment banking advisory, financial and strategic advisory and fund placement services. Beamonte alternative businesses includes the management the private equity funds, real estate funds and credit oriented strategies.
02115 Ucits Iv Fund Range RationalisationOmer_Khan
This is the first edition of a new report which we have produced which looks at the global distribution of Irish UCITS funds. Irish UCITS funds are distributed successfully on a global basis.
Welcome to IFRS Newsletter—a newsletter that offers a summary of certain developments in International Financial Reporting Standards (IFRS) along with insights into topical issues.
This white paper reviews the entire investor due diligence process covering all the qualitative and quantitative aspects that are important to investors today. It assists hedge fund manager’s clients to better prepare them for their capital raising mandates.
Merlin released our latest white paper today entitled, Understanding Investor Due Diligence. This white paper reviews the entire investor due diligence process covering all the qualitative and quantitative aspects that are important to investors today. I hope you find this helpful and please let me know if you have any questions.
Apresentação de Mark Sims, CEO da Capital Precision, no Seminário “Targeting: Como conhecer e gerenciar sua base de acionistas?”, realizado pelo IBRI em 18/08/2009 em SP.
As ferramentas de Targeting: Identificação dos acionistas, como classificá-los, o perfil ideal da base acionária e como gerenciá-la?
Presentation on mutual funds in pakistanRizwan Ahmad
Mutual Funds
Portfolio/Fund Manager
Net Asset Value
Types of Mutual Funds
By Structure
By Investment Objective
Sources of Profit generation
Mutual Funds industry in Pakistan
Rules Govern Mutual Funds in Pakistan
Mutual Funds Companies in Pakistan
NBP Fullerton Asset Management Limited
Sponsors
Funds name
NAFA Money Market Fund
Effective Parameters of Image Steganography TechniquesEditor IJCATR
Steganography is a branch of information hiding method to hide secret data in the media such as audio, images, videos, etc.
The use of images is very common in the world of electronic communication. In this paper, the parameters that are important in
steganography images, have been studied and analyzed. Steganography purposes of security, robustness and capacity of which three
are located at three vertices of a triangle, each note entail ignoring others. The main parameters of the methods steganography they've
Security, Capacity, Psnr, Mse, Ber, Ssim are the results of the implementation show, steganography methods that these parameters
provide have mentioned goals than other methods have improved
Superconductivity and Spin Density Wave (SDW) in NaFe1-xCoxAsEditor IJCATR
A model is presented utilizing a Hamiltonian with equal spin singlet and triplet pairings based on quantum field theory and
green function formalism, to show the correlation between the superconducting and spin density wave (SDW) order parameters. The
model exhibits a distinct possibility of the coexistence of superconductivity and long-range magnetic phase, which are two usually
incompatible cooperative phenomena. The work is motivated by the recent experimental evidences on high-TC superconductivity in
the FeAs-based superconductors. The theoretical results are then applied to show the coexistence of superconductivity and spin density
wave (SDW) in NaFe1-xCoxAs.
A New Approach to Segmentation of On-Line Persian Cursive WordsEditor IJCATR
Segmentation approaches, as processes that divide word into smaller parts which contain one letter at most, have important
effect on cursive word recognition. While online cursive word recognition became applied technology in Latin and Chinese languages,
complex structural features in Arabic-based script made it an important field of study in Persian and Arabic languages. In this paper,
by introducing of Standard Persian Handwriting, we proposed a novel approach to segmentation online Persian cursive script based on
width of letter's body in Persian language. Results are shown 99.86% accuracy in detection of expected segmentation points, while
recognized extra points reduced 93.73% compared to our previous methods.
Challenges, Issues and Research directions in Optical Burst SwitchingEditor IJCATR
Optical Burst Switching architecture (OBS) is based on buffer-less WDM network that provides unbelievably huge
bandwidth for communication. A brief review on OBS architecture along with its supporting protocols is studied here. This
architecture suffers from various issues and these complications along with the future research directions are reviewed here.
Functionality Based Fixing of Weight for Non-functional parameters of a web s...Editor IJCATR
In recent years, web services open the way to global business development through B2B integration and they used with
different business applications to accommodate their services. So while selecting a service, the first preference is given to the
functional properties of the web service and then a best web service is selected from the list by considering the expected quality. The
QoS of a web service is also depends on the variant nonfunctional parameters of its service which may subject to changes because of
network and other related factors. While considering the performance of a service, the overall quality is always preferred but the actual
functionality of the service is based on the weight fixed for the non functional parameters like response time, throughput, etc... So
assigning functionality based weight for the non functional parameters are used to achieve the assured quality of the service. In this
paper we are proposing the system that gives importance for the non functional parameters such as response time, throughput,
availability, success ability, reliability for which the weight is set based on functionality and requirement of aparticular business
application.
Investment In Locally Controlled Forestry: Implementation of the GuideThe Forests Dialogue
Chris Buss' presentation at the Second meeting of the Open-Ended Intergovernmental Ad Hoc Expert Group on Forest Financing (AHEG2) 14-18 January 2013 – Vienna, Austria
Integrated reporting--a form of corporate disclosure that connects financial and environmental, social, and governance (ESG) performance--is the most significant development in sustainability disclosure since the advent of the GRI. And its profile will rise significantly in the coming year.
This presentation summarizes the latest developments and best practices from the field. Includes data from the International Integrated Reporting Council (IIRC), Covanta Energy, Eskom, and the Sustainability Accounting Standards Board (SASB), in addition to research by Framework LLC.
As one of 3,800 issuers listed on the TSX/TSX-V, how can you distinguish your story? How can you effectively connect with the retail audience?
Check out this TMX Equicom webinar and learn how to:
- Increase visibility
- Diversify your shareholder base
- Reduce volatility
- Improve liquidity
The Next Round - Optimizing Your Next Financing with Investor ReportingVisible.vc
For public companies, frequent investor reporting is a requirement. In the private markets, this is not the case. At Visible, we worked with Digital Currency Group to help companies better understand how a commitment to consistent investor updates leads to more successful funding outcomes.
Fixed Income Derived Analytics Powered By BlackRock SolutionsConor Coughlan
This is an overview of the new Thomson Reuters Fixed Income Derived Analytics powered by BlackRock Solutions.
For more information visit www.prdcommunity.com
Apresentação de abertura do Seminário “Targeting: Como conhecer e gerenciar sua base de acionistas?”, realizado pelo IBRI em 18/08/2009 em SP.
- Os conceitos e benefícios do Targeting.
- As principais práticas nos mercados internacionais
- O público-alvo de uma área de RI sob a ótica do Targeting
Apresentação de Hélio Garcia, CEO da PR Newswire, no Seminário “Targeting: Como conhecer e gerenciar sua base de acionistas?”, realizado pelo IBRI em 18/08/2009 em SP,
A Mídia Social em RI – conhecendo quem acessa a empresa via mídias eletrônicas
Apresentação de Luiz Lima, diretor de CRM da Lopes Consultoria de Imóveis S/A., no Seminário “Targeting: Como conhecer e gerenciar sua base de acionistas?”, realizado pelo IBRI em 18/08/2009 em SP,
Benchmark: a experiência do CRM em outras áreas da Cia.
MUTUAL FUNDS (ICICI Prudential Mutual Fund) BY JAMES RODRIGUESWilliamRodrigues148
Mutual funds are investment vehicles that pool money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities. They are managed by professional portfolio managers or investment companies who make investment decisions on behalf of the fund's investors.
The E-Way Bill revolutionizes logistics by digitizing the documentation of goods transport, ensuring transparency, tax compliance, and streamlined processes. This mandatory, electronic system reduces delays, enhances accountability, and combats tax evasion, benefiting businesses and authorities alike. Embrace the E-Way Bill for efficient, reliable transportation operations.
World economy charts case study presented by a Big 4
World economy charts case study presented by a Big 4
World economy charts case
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World economy charts case study presented by a Big 4
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4. A focal point for market intelligence and strategic
advisory
Leveraging Sell-Side Platforms
Specialists provide objective market intelligence and advice to
Providing Market corporates, while obtaining access for institutional investors
Intelligence Through intelligence gathered around the corporate access product,
actively engage appropriate internal partners
Brokers are positioned to seek opportunities such as share buybacks
Transaction-Focused and capital market transactions, and to offer other capabilities
Additionally, supported by a robust logistics team
Research Sales are effectively a high-end RM team, interacting with
Public-Facing company management teams and investors, broadly, on a regular
basis
The Sell Side teams come from industry, as well as Wall Street,
Offering Experience offering many years of relevant experience
Corporate access is a market-driven initiative, emerging from a key
Responding to trend showing that institutional investors are allocating an increasing
Market Demand
portion of their unbundled commission dollars to this service.
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5. A partnership basis to deliver results to corporations
and investors
Pre-Event Event Post-Event
Thoughtful preparation for Enhancing investor Insightful investor
each event relations strategies feedback
Offer companies Conduct in-depth Candid, timely,
informed perspective shareholder analyses confidential feedback
on the buyside and to offer thoughtful from investors to
likely topics for guidance regarding assist informing
discussion investor targeting future messaging
and strategies
Craft a plan to reach Assist Investor
investors that can Relations and Offer follow up where
satisfy corporate corporate appropriate across
business objectives management in Barclays Capital
testing ideas and franchise
business decisions
impacting
shareholders
2
6. The evolution of Institutional Corporate Marketing
Basic logistic services
Enhanced market intelligence and broad origination that extends
and origination solely
into C-Suite advisory
from research analysts
Inner Circle Status
Best in Class A consistent dialogue
Market Intelligence with
Broadest offering of targeted corporates
ICM Launched industry specific C-Suite thought
market intelligence partners and trusted
Flawless logistics*
Leverage Barclays advisors
Basic Logistics Top 3 in both Capital’s intellectual Integration across the
Acceptable quantity and quality resources Firm to source unique
logistics* of meetings
opportunities
“Middle of the 100% of corporates
pack” event receive feedback
volume
Consistent
<25% of the experience
companies across global
received feedback regions
*Barclays Events team is our execution arm
3
7. Our Mission
To be recognized as a premier corporate
advisory platform on the market; we
seek to achieve trusted advisor status
with corporates and influence the
dialogue with the investment
community.
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9. Case Study #1 – The Dividends Deadlock
Case Studies
Situation Our Approach
Company X requested an First, we looked at Company X dividend profile: a fixed,
NDR to increase their minimum annual dividend, followed by one special dividend
Dividend Funds that was quite erratic (and given Company X cash
shareholders base generation, quite good as well, but still volatile)
Second step was to check the trading pattern of the
company, not only the public database (volumes, etc) but
also our internal data, which contains accurate information
on who did what, when (we obviously don’t disclose it to the
Typical Solution
company). We figured out there was a lot of speculation
The plain vanilla
around the special dividend season, with many players
approach would be to
trading that dividend itself
book a full schedule with
Dividend Funds Sales conducted extensive conversations with Dividend
managers Funds and, mostly, shareholders alike, to identify the issues
regarding the company dividend policy
Research, on top of that information, analysed data and
came up with a NDR strategy
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10. Case Study #1 – The Dividends Deadlock
Case Studies
Outcome
A 7-day NDR was done, and the company, with our advice, concluded that the best
way to sell a consistent dividend policy to investors (and therefore to attract
Dividend Funds to its shareholders base) was to boost the fixed dividend, and
break the special dividend in 4 quarterly announcements
It maintained the HF community interested in the special dividends play (in fact it
enhanced liquidity as it was spread throughout the year) and attracted a fair
number of Dividend Funds
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11. Case Study #2 – What To Do With Money Honey
Case Studies
Situation Our Approach
Company Y Company Y had a serious time constraint in their
approached us with a calendar, had limited time to be on the road
question: what
We then made a multi-dimensional analysis of their
investors want them to
existing account base, to meet the following criteria:
do with their excess
cashflow Size of the position
Relevance to the market
Bias on the issue (they were under pressure by
Typical Solution
some specific hedge funds to distribute the money)
The easiest
solution would Investors that were not stock holders yet, but with a
have been to hit strong edge in that sector were added to the list
the road, and
have them
hearing random
answers
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12. Case Study #2 – What To Do With Money Honey
Case Studies
Outcome
We organized a short, focused NDR
Feedback from investors was collected throughout the NDR and afterwards, which
were presented to the company management
Management took both sets of feedbacks – the ones that they heard from
investors and the ones we collected, confidentially, afterwards, to their Board of
Directors
On top of that, the company became more aggressive in their M&A strategy.
That ultimately led to stock price appreciation and a broader shareholder base
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13. Case Study #3 – Whole Lotta Love
Case Studies
Situation Our Approach
Company Z wants to Company Z knew they could count on us to better
acquire Company K, communicate their intentions to the market
which has a very
Our advice to Company Z was to communicate their
fragmented
intentions to the market; not only the fact that they
shareholder base
want to acquire Company K, but also, more
importantly, what they want to do with Company K -
and why that transaction make sense for
Typical Solution
shareholders of both Company Z and Company K
Not much of
communication here: We organized a multi-month, multi-region extensive
launch a bid for NDR with 2 different teams for Company Z to meet
Company K and wait Company K’s shareholders
to see what happens
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14. Case Study #3 – Whole Lotta Love
Case Studies
Outcome
The acquisitoin was a success, with huge support of Company K’s institutional
shareholders
One year after the acquisition, another extensive NDR was conducted with the
new, combined management
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15. Institutional Corporate Marketing – The Relationship Hub
Investors
Sales Corporations
ICM
Trading Research
Banking Derivatives
Source: Barclays Capital Brazil
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16. Disclaimer
This document has been prepared by Barclays Capital, the investment banking division of Barclays Bank PLC ("Barclays"), for information purposes only. This document is
an indicative summary of the terms and conditions of the securities/transaction described herein and may be amended, superseded or replaced by subsequent summaries.
The final terms and conditions of the securities/transaction will be set out in full in the applicable offering document(s) or binding transaction document(s).
This document shall not constitute an underwriting commitment, an offer of financing, an offer to sell, or the solicitation of an offer to buy any securities described herein,
which shall be subject to Barclays’ internal approvals. No transaction or services related thereto is contemplated without Barclays‘ subsequent formal agreement. Barclays
is acting solely as principal and not as advisor or fiduciary. Accordingly you must independently determine, with your own advisors, the appropriateness for you of the
securities/transaction before investing or transacting. Barclays accepts no liability whatsoever for any consequential losses arising from the use of this document or reliance
on the information contained herein.
Barclays does not guarantee the accuracy or completeness of information which is contained in this document and which is stated to have been obtained from or is based
upon trade and statistical services or other third party sources. Any data on past performance, modelling or back-testing contained herein is no indication as to future
performance. No representation is made as to the reasonableness of the assumptions made within or the accuracy or completeness of any modelling or back-testing. All
opinions and estimates are given as of the date hereof and are subject to change. The value of any investment may fluctuate as a result of market changes. The
information in this document is not intended to predict actual results and no assurances are given with respect thereto.
Barclays, its affiliates and the individuals associated therewith may (in various capacities) have positions or deal in transactions or securities (or related derivatives)
identical or similar to those described herein.
IRS Circular 230 Disclosure: Barclays Capital and its affiliates do not provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this
communication (including any attachments) cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or
marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.
BARCLAYS CAPITAL INC., THE UNITED STATES AFFILIATE OF BARCLAYS CAPITAL, THE INVESTMENT BANKING DIVISION OF BARCLAYS BANK PLC,
ACCEPTS RESPONSIBILITY FOR THE DISTRIBUTION OF THIS DOCUMENT IN THE UNITED STATES. ANY TRANSACTIONS BY U.S. PERSONS IN ANY
SECURITY DISCUSSED HEREIN MUST ONLY BE CARRIED OUT THROUGH BARCLAYS CAPITAL INC., 200 PARK AVENUE, NEW YORK, NY 10166.
NO ACTION HAS BEEN MADE OR WILL BE TAKEN THAT WOULD PERMIT A PUBLIC OFFERING OF THE SECURITIES DESCRIBED HEREIN IN ANY
JURISDICTION IN WHICH ACTION FOR THAT PURPOSE IS REQUIRED. NO OFFERS, SALES, RESALES OR DELIVERY OF THE SECURITIES DESCRIBED
HEREIN OR DISTRIBUTION OF ANY OFFERING MATERIAL RELATING TO SUCH SECURITIES MAY BE MADE IN OR FROM ANY JURISDICTION EXCEPT IN
CIRCUMSTANCES WHICH WILL RESULT IN COMPLIANCE WITH ANY APPLICABLE LAWS AND REGULATIONS AND WHICH WILL NOT IMPOSE ANY OBLIGATION
ON BARCLAYS OR ANY OF ITS AFFILIATES.
THIS DOCUMENT DOES NOT DISCLOSE ALL THE RISKS AND OTHER SIGNIFICANT ISSUES RELATED TO AN INVESTMENT IN THE
SECURITIES/TRANSACTION. PRIOR TO TRANSACTING, POTENTIAL INVESTORS SHOULD ENSURE THAT THEY FULLY UNDERSTAND THE TERMS OF THE
SECURITIES/TRANSACTION AND ANY APPLICABLE RISKS.
Barclays Bank PLC is registered in England No. 1026167. Registered Office: 1 Churchill Place, London E14 5HP. Copyright Barclays Bank PLC, 2009 (all rights reserved).
This document is confidential, and no part of it may be reproduced, distributed or transmitted without the prior written permission of Barclays.
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