Impact Investing in the Emerging Markets

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David G. Creighton, President and Chief Executive Officer - Cordiant Capital Inc. - Canada

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Impact Investing in the Emerging Markets

  1. 1. TBLI Conference Asia 2010: Impact Investing in the Emerging Markets David G. Creighton President and CEO Cordiant Capital Inc. May 27, 2010
  2. 2. Who is Cordiant? <ul><li>Montreal-based manager of Emerging Market private investment funds </li></ul><ul><li>$2.4 billion raised since founding in 1999 </li></ul><ul><li>160 investments in 55 emerging countries </li></ul><ul><li>All investments screened for ESG with developmental impact reporting provided </li></ul>
  3. 3. Gas pipeline Real Estate Container Port Terminal Oil & Gas Tire plant Supermarkets Power Generation Bank Car Leasing Outdoor Advertising Power Transmission Gold Mine Stainless Steel Hotels Water Utility Geothermal Power Generation Pig Breeding Chemicals Wood Products Cement Soybean Crushing & Logistics Private Power Generation Glass Factory Oil & Gas Pipeline Car Leasing Necktie Manufacturer Banks Oil & Gas Banks Bank Regional Infrastructure Bank – Latin America Toll Road Operator Fertilizers Ammonia Plant Gas power plant Cosmetic packaging Potash Mine Oil & Gas Oil & Gas Construction Building Material Manufacturer Mobile Telecom Bank Diesel Power Generation Galvanized Steel Electricity Distribution Gold mine Oil & Gas Electric Power Generation Banks Consumer Paper Steel Petrochemicals Petrochemicals Mobile Telecom Construction Equipment Leasing Container Terminal
  4. 4. <ul><li>SRI – The Past </li></ul><ul><li>ESG – The Present </li></ul><ul><li>IMPACT – The Future INVESTING </li></ul>
  5. 5. <ul><li>Nicaragua </li></ul><ul><li>Difficult sovereign risk </li></ul><ul><li>Lowest per capital income in Central America </li></ul><ul><li>Power required for growth </li></ul>Geothermal Power Generation
  6. 6. <ul><li>Nigeria </li></ul><ul><li>Security risk in Niger Delta </li></ul><ul><li>Gas being flared </li></ul><ul><li>Local population shares ownership </li></ul><ul><li>Risk reduced, profit increased </li></ul>Petrochemicals
  7. 7. <ul><li>Vietnam </li></ul><ul><li>Ho Chi Minh growing rapidly </li></ul><ul><li>Exports being constrained </li></ul><ul><li>New facilities will have extensive developmental impact </li></ul>Container Terminal
  8. 8. <ul><li>Forward Looking Investments Have: </li></ul><ul><li>Developmental Impact </li></ul><ul><li>Reduced risk due to local ‘buy-in’ </li></ul><ul><li>Sustainable model </li></ul>

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