private placement
TRANSCRIPT
www.industreams.com
PRIVATE PLACEMENT INFRASTRUCTURE INVESTMENT OPPORTUNITIES
With InduStreams -‐ June 2012
www.industreams.com
Overview
Why
• Opportuni.es to invest in quality infrastructure and related assets otherwise not available in the market
• As LP access to funds with target returns of 10% to 20% and above while retaining limited liability and no resource deployment
• As strategic partner access to direct investments and market development otherwise not available
What
• LP and strategic partnerships in global and regional infrastructure and energy related funds (e.g. Europe based)
• Typical size per closing anywhere from $250 million to $1bn+
• Underlying assets anything from sector specific to general infrastructure funds
• Inves.ng along side other Chinese and non-‐Chinese well known investors
How
• We would like to know what preferences you might have and what proposi.ons you have interest in
• We have several opportuni.es on hand already that we can present and progress with
• Engagement is risk free, we ask no fees of LP’s and are happy to discuss what might have interest to you – no strings aVached
www.industreams.com
The private placement opportunity… § Infrastructure investments are rapidly gaining popularity with some of the worlds
biggest ins.tu.onal and private funds § Typical investment horizon long and amounts involved typically very substan.al § Private placement funds (private equity) allow investors access to this asset
category and allows for shorter investment horizons § Typical target returns 10-‐20%, but also several with higher return target range § Sectors include oil and other resource distribu.on related facili.es, alterna.ve
energy, port and transporta.on infrastructure, prime property and social infrastructure to men.on just a few
§ Window of opportunity per fund typically limited as the inherent nature of such funds make them private and exclusive to a limited number of cons.tuents
§ Some limited partners seek a strategic fit to further leverage their own posi.on in the market whilst puZng their capital to work
§ Others o[en non-‐industry related funds or private individuals are simply looking for investment opportuni.es with high return poten.al and without the liability and resource requirement that normally follow such opportuni.es
www.industreams.com
…with InduStreams § InduStreams is a company and a network with more than 1,000 execu.ves
in the infrastructure sector with typical background with industrials (such as ports, operators, resource companies etc), ins.tu.onal or private funds
§ Towards the vision of making the infrastructure markets more connected InduStreams also facilitate private placement opportuni.es to investors with appe.te to take up a limited partnership role and in some cases a strategic role in the fund as well
§ The nature of private placement makes it a challenge for many funds and poten.al investors to connect at the right .me
§ Many come to InduStreams for help with iden.fying poten.al investors or relevant funds within the infrastructure space
§ In par.cular our strong base in China and Europe has enabled us to facilitate opportuni.es that might otherwise have been hampered by the distance and cultural differences between these two markets
§ InduStreams is normally contracted by the infrastructure fund itself as an actual placement agent meaning no fees to be paid by poten.al investors
www.industreams.com
General Infrastructure Fund (Example 1)
Sector focus
Single EU country focus on prime infrastructure with exis.ng opera.ons and stable cash flows (gas distribu.on, broadband (fiber), airports etc.)
Target return
10%+ and dividend guarantee
Value generaKon
Dominant posi.on in infrastructure inves.ng in the country. Superior access to key private and government priva.za.on and acquisi.on opportuni.es.
Typical size per closing
€1+ billion
www.industreams.com
Sea Port Fund (Example 2)
Sector focus
General cargo terminals in developing countries with focus on La.n America and China
Target return
15%+
Value generaKon
Joint venture with domina.ng cargo owner and shipping line in the sector providing large pipeline of investments and base volume
Typical size per closing
$250 million
www.industreams.com
Oil FaciliKes Fund (Example 3)
Sector focus
Oil distribu.on facili.es with focus on growth markets
Target return
15-‐20%
Value generaKon
Strategic partnership with industrial that has extensive client network among which many are project or exis.ng facility owners
Typical size per closing
$500-‐750 million
www.industreams.com
AlternaKve Energy Fund (Example 4)
Sector focus
Proven technologies within alterna.ve energy, especially solar and wind, global scope with EU as key market.
Target return
15-‐17% (with leverage), 18-‐20% with tax op.miza.on.
Value generaKon
Carve-‐out from major bank, track record of performance on large scale EU projects
Typical size per closing
Up to €2 billion
www.industreams.com
Trophy Property Fund (Example 5)
Sector focus
Historical and trophy property in the US, UK, Switzerland and Italy.
Target return
8-‐11%
Value generaKon
Niche market with focus on landmark buildings in ultra liquid markets, low risk strategy with 25% of typical porgolio in development projects without “urbanis.c” risk.
Typical size per closing
$7.5 billion poten.al investment volume for 2012-‐15
www.industreams.com
Risk free engagement
We talk to new funds, investors and industrials every week and as policy are commiVed to listening to anyone who wishes to further explore the possibility to invest in or seek investors for the infrastructure market – no strings aVached! Our primary objec.ve is to provide access to opportuni.es that might otherwise not be available to you and your company. If such opportuni.es might be relevant to you or your company we encourage you to reach out to any of our representa.ves or on:
www.industreams.com
Disclaimer
This presenta.on is issued for informa.on purposes only and does not cons.tute an agreement, offer, obliga.on or invita.on to enter into transac.ons or investment business.
With this presenta.on, INDUSTREAMS LIMITED does not act in any way as your advisor. This presenta.on is not intended as, nor should it be, a subs.tute for consul.ng with INDUSTREAMS LIMITED.
Whilst this presenta.on has been produced from sources believed to be reliable, the informa.on, views and opinions expressed in this presenta.on are provided as of the date of this presenta.on and remain subject to verifica.on, comple.on and change without no.ce. No representa.on or warranty whatsoever (whether express or implied) is or will be made as to, or in rela.on to, the accuracy, reliability or completeness of the informa.on contained herein or in the appendices to this presenta.on.
INDUSTREAMS LIMITED will not be liable towards you or any third party for any eventual damage you may incur, caused by the informa.on contained in this presenta.on and its appendices.