sedona development fund ltd · professional fund manager (fund management) license granted and...
TRANSCRIPT
Sedona Development Fund Ltd
No. 172810-B
Investment Management Company
Licensed by Securities Commissions of the Bahamas
Investment Fund License: 77-P-048
• Sedona Development Fund Ltd No.172810-B (“SDFL”) is an investment management company established in Bahamas operates with a professional fund manager (Fund Management) license granted and regulated by Bahamas Securities Commission.
SDFL strives to become a world-class asset management company with strong focus in Africa, Asia, Middle East offering the full spectrum of asset classes to global investors to achieve attractive and long-term risk adjusted returns.
Backed by a strong and experienced management team, SDFL is able to provide dedicated professional asset management services that specialised in global equities, fixed income, multi-asset classes, alternatives, etc.This is achieved through innovative proprietary Risk Assessment Global system ( RAGS) Our services are carried out by dedicated professional with the supporting team of analysts, researchers, financial engineering and professional specialists.
• Licensed by Securities Commissions of the Bahamas
• Investment Fund License: 77-P-048
ABOUT US
CORPORATE CERTIFICATION
ABOUT USSEDONA DEVELOPMENT FUND GROUP
• SEDONA DEVELOPMENT FUND Group (“SDFL") is a comprehensivefinancial institution consisting of several licensed professional entities that specializein offering trade finance, supply chain finance, private equity, wealth management, fundmanagement, asset management, external asset management services underdiversified products and quality services in serving sophisticated and professionalinvestors globally.
• SDFL group has intention to further expand the range of licensed services it canprovide to its clients in order to achieve the ultimate objectives of total wealthcreation, management and preservation.
• We have a wide range of investors which include equity funds, foundations,endowments, corporations, financial investors, high networth individuals and etc.Our prime private equity portfolios spans across trade finance, capital markets, oil &gas,mining, green energy technology, commodities trading and others.
INVESTMENT FOCUS
Global fund with focus on emerging marketsSDFL is a global, mission-oriented fund manager. Although there are no limits to where we invest, our primary focus is projects located in, or with particular application to, emerging and frontier markets. We believe that everyone has the right to access and share news and information – this right is critical to developing and sustaining open societies.
When making our investment decisions we don’t simply assess financial returns. We also take into account how our investees can help solve some of the critical challenges facing the increasing concern of sustainability investment.
WHY SUSTAINABILITY
Sustainable business is good business— Creating financial tipping pointsfor the Sustainable Development Goals
We strongly believe economic value of sustainable business has now come to the attention of investors and asset managers.
Our investors are increasingly demanding information on the Environmental, Social and Governance (ESG) impacts of their investments.
W H A T ARE T H E S U S T A I N A B L E D E V E L O P M E N T G O A L S ?
• The Sustainable Development Goals (SDGs), otherwise known as the Global Goals, are a universal call to action to end poverty, protect the planet and ensure that all people enjoy peace and prosperity.
• These 17 Goals build on the successes of theMillennium Development Goals, while including new areas such as climate change, economic inequality, innovation, sustainable consumption, peace and justice, among other priorities.The goals are interconnected – often the key to success on one will involve tackling issues more commonly associated with another.
• https://www.undp.org/content/undp/en/home/sustainable-development- goals.html
Dr. ChutamasVongvarakit |Chairman
• Owns, Partners, Manages and Consults a wide spectrum ofinternational businesses and clients, with a startling combined grossnet worth of USD37 Billion.
• Pioneer in providing innovative business solutions that help build andscale profitable and sustainable enterprises dedicated to social andenvironmental change.
• 20 Years Hands on Experience in Asset Management,Venture CapitalManagement, Investment Banking, Private Equity, Trade Financing,Private Banking and Government Relations.
• Founding Partner in Asia International Financial Industry under theBanner of Anametrics Group, One Anametrics, IBB InternationalHoldings, Thai Commerce Asset Management, Marathon CapitalAsset Management, Green Globe Energy Group, and AlbatrossConsolidated Capital Holdings.
OUR PEOPLE
Awards:• Master Class of CSR Asia PacificAwards :CSR Women Entrepreneur of the year 2016• TOP 100 Most Influential Sustainable Entrepreneur 2017 by U N G C Global Compact• Best Structured & Trade Finance ProviderAsia 2018 http://www.intlbm.com/Home/AwardWinners
OUR PEOPLE
C.K. Low | ManagingDirector
• A seasoned business professional who enjoyed success inCorporate Finance, M&A, private equity, and privateplacements in fields including Mining, Manufacturing,Renewable Energy, Petroleum, and Agriculture. Mr. Low hasorganized viable takeover of companies with venturecapitalist, private equities and direct investments. Hisprimary objective is to achieve above average capital gainsfor his shareholders, deriving from expanding internationalactivities through strategic partnerships armed with anaggressivemanagement team.
Awards :Worldwide Who’s WhoMember:http://www.worldwidebranding.com/Chun%20Keong-Low
BestTrade Finance ProviderAsia 2018https://www.globalbankingandfinance.com/global-banking-finance-review-magazine-issue-13/
Area of Expertise:Alternative Banking, Building Society,Corporate Finance, M&A,Private Equity, Private Banking, Fund Management
OUR PEOPLE
Daniel Lim | Chief TechnologyOfficer
• Hands on approach in assisting multinational companies inmarketing, business development and regional expansion. Hisdynamic entrepreneurship and strategic thought leadership, Danielhas over 18 years of international business development andmanagement experience and an in-depth knowledge of ICT andTelco sector, industry standards and corporate intelligence fromhis hands-on working career in Canada, UK, China, Malaysia andAPAC region.
• Currently exploring new sustainable technologies, raising capitalfor private and public companies in Asia Pacific, Europe and Middle-East, and consulting ultra-high net worth individuals andcorporations on sustainability projects globally.
Area of Expertise:ICT & Telecommunications Expert, Business Development, FinTechand Digital Banking, Technology Innovator, Investor Relations,Fund Management
OUR PEOPLE
Dr. Richard Cropp | Chief ScienceOfficer
• Dr Richard Cropp is a Green Energy Innovator andGerman Chemical Technology Specialist, who iscurrently residing in Malaysia. Over the last 20 years, hehas been passionately developing and promotinginnovative technology to create sustainable energyalternatives. His 2016 innovation is a patent-pendingsystem to convert bio-mass such as palm waste intogreen energy with 30-40% cost savings compared toexisting systems.
• He is also an in-demand speaker at business andenvironmental conferences for his vast knowledge ofthe global green/clean energy challenges particularly inAsia.
Area of Expertise:Chemical Engineering, Green Energy Innovator, TechnologyAcquisition, Renewable Energy, Project Management
Ng Eng Keong|Vice President Structure Finance
• More than 15 years of experience in Banking & Financeindustry. Mr. Ng graduated from National University ofMalaysia inActuarial Science (Hons).
• Mr. Ng has gained various exposures in commercialbanking and corporate finance through his attachmentwith several banks, boutique asset management firms andfinancial institutions. His last position in bank was atHSBC Malaysia in 2012.
• Mr. Ng subsequently move on to partner with privateequity firm and fund manager, involved particularly instructure finance. He has since gained extensiveexperience in private equity and structure finance. He iswell equipment with the knowledge and skills in fund-raising and fund management
OUR PEOPLE
Area ofExpertise:Actuarial Science, Trade Finance, Risk ManagementFactoring, Trade Receivables, Corporate Restructuring
AiLee Choo|Vice President Risk Management
• Hands on approach in assisting multinational companies in theirrisk management portfolios and Global Risk Algorithm. FormerResearch and Operation Director of Dun & Bradstreet(Malaysia) , accumulated over 15 years of risk assessment,portfolio management, and in-depth knowledge of Compliance,IPO listing, Merger & Acquisitions. Past working experienceshas involved in the following projects:
• 1. Credit Risk Assessment and RatingModeling
• 2. Initial Public Offerings (IPO) with Bursa Malaysia
• 3. Credit Bureaus in Malaysia and Singapore
• Working closely and managing the team among parties involvedin the above projects, inclusive but not limited to localauthorities, financial institutions, audit firms, legal firms, as wellas overseas experts and professionals have exposed herself tolocalizing international standards and best practices to suit thelocal taste.
OUR PEOPLE
Area ofExpertise:Pre IPO assessment, Listing Exercise,Risk Ratings,ForensicAudit, Risk Management
OUR PEOPLE
Sam Loh Wei Sum | Vice President Corporate Finance
• Over 28 years of experience in the financial services industry in Malaysiaand overseas and in the last three years he served as senior investmentconsultant with a local fund management company, a trainer and lecturerin local universities and institutions.
• He had worked in commercial banks, investment banks and hedge fundwhere he had had successfully structured and arranged Ringgit as well asUS Dollar funding for clients, debt restructuring and sale of equityinterest in a financial institution. During his career he had headedstructure finance and debt capital markets and was head of creditevaluation for financial institutions and debt capital market in acommercial bank before joining a hedge fund in Singapore as chiefoperating officer.
Area ofExpertise:Banking, Fund Management, Corporate Finance, Structure Finance,Hedge Funds,BondTrading
Supply Chain Finance akaTrade Finance
Supply chain finance, also known as supplier finance or reverse factoring, is a set of solutions that optimizes cash flow by allowing businesses to lengthen their payment terms to their suppliers while providing the option for their large and SME suppliers to get paid early.
Asset Management
Focusing primarily on securities investment services, private equity services and Merger & Acquisition services for institutional investors and high net worth individual investors.
Fund Management
Funds offered by SDFL Investmentsmay invest in equities, debt securities, money market securities and/or other instruments, each with its specific investment policy and features and with different risk profile.
Wealth ManagementSDFL offers wealth management portfolios that benefit ourclients achieving long terms goals without sacrificing on the needs of sustainable impacts.
Private EquityOur Group assists client with make long-term equityinvestments in companies or projects with the goal of later selling the equity stake at a profit at the time of exit.
• SERVICESINVESTMENT FUNDS A N D ADVISORY
• With the expertise and experience of our investment team, SDFL is able to provide customised advisory services on our clients’ investment portfolio according to their investment objective and risk profile. Our clients will be continually updated on new developments, opportunities and risks about the markets and have access to the very best investment ideas identified by our investment team.
SDFL Group aims to create an integrated wealth management platform that provides comprehensive range of financial products, advisory services and tools for the investors.These include investment administration, research support, investment training etc. Our team are in a good position to provide timely analysis of financial markets and economics developments which can allow
• With the Sedona Development Fund, the group is able to create and launch our own funds using a wide universe of underlying assets classes from core buildings blocks like stocks, bonds, forex, money market; to alternatives like commodities real estates, gold, derivatives,etc.
• our clients to have the latest market updates to facilitate our managers to interact closely in matching each investment’s expectations consistently.
• SERVICESASSET MANAGEMENT
• Sedona Development Fund Limited (SDFL), an investment manager with a singular focus on preserving and enhancing investors’ assets by providing investors with more diversification and investing options.We structured and imposed different investment strategies in matching investor’s preference and maximizes investment’s capital value in return. Our approach adheres to SDFL investment philosophy of risk control, consistent performance and stringent financial analysis.
Backed by a strong management team, SDFL is able to provide dedicated professional asset management services that specialised in global equities, fixed income, multi-asset classes, alternatives, etc.This is achieved through innovative proprietary risk analysis, manager selection and portfolio management. Our services are carried out by dedicated professional with the supporting team of analysts, researchers, financial engineering and professional specialists.
• SERVICESSUPPLY CHA IN F INANCE AKA TRADE F INANCE
• Trade Finance
• You can benefit from the expertise of our experienced Trade specialists based in Asia and overseas.Weunderstand the importance of international Trade Finance in both reducing pressure on your cash flowand in enhancing your ability to trade globally.Our products can help achieve both these aims
• From traditional trade products to bespoke finance solutions we can assist your import and export activity and help maximize your international and domestic trading potential while improving cash flow.
Import Letters of Credit Export
• Letters of Credit
• Structured TradeFinance
• Bankers'Acceptance
• Bank Payment Obligation/ SWIFT
• Bank-to-Bank Reimbursements
• Standby Letters of Credit (SBLC) and Financial Guarantees
• SERVICESPRIVATE WEALTH MANAGEMENT
The value we deliver is working together to help our clients a risk mitigated portfolios that may be more difficult for them to exercise themselves. We are committed to helping them achieve the things that are important to you, and sustaining them.We promise to always act in the best interests and to treat our clients and their money as if it was our own.
Ensuring we have an in-depth understanding of what’s important to you, your current circumstances and your future aspirations.This will provide us with the platform to design advice that’s appropriate and in the order that is a priority to you.
• Clearly explaining our advice and ensuring you fully understand it.• Meeting regularly and keeping you up to date on your progress (face-to-face,
phone calls or otherwise) to ensure you stay on track and to provide solutions when you have strayed.
• Keep you in the loop at all times.This involves keeping in contact and sharingimportant information, identifying relevant opportunities and keeping you abreast of what you need to know that may impact your ongoing future success.
• SERVICESPRIVATE EQUITY
• Our Group assists client with make long-term equity investments in companies or projects (although sometimes other financial instruments may be used) with the goal of later selling the equity stake at a profit at the time of exit. Our equity fund will typically make separate investments in several companies or projects over the life of the partnership. Our Private equity fund can directly profit from the upside potential of good environmental and social management. If the environmental and social risks of the investee companies are well managed and the opportunities deriving from sustainability are maximized, the Fund’s exit opportunities can be improved substantially.
PORTFOLIOS OF PROJECT
• Canada
• China
• Indonesia
• Malaysia
• Middle East
• Netherland
• Nigeria
• Philippine
• Singapore
• SouthAfrica
• Swaziland
• Thailand
• Turkey
• Zambia
• A Focus on Structure Finance and Sustainable Growth with Innovative Financial Instruments for EconomicTransformation for developing countries.
• SDFL Funds would provide budgetary resources to such a dedicated facility.The financial contribution from SDFL facilities would reduce the risk level for other investors, thereby facilitating mobilization of private risk finance. Ideally, the facility would be ring-fenced to support the financing and development of international trade and fintech opportunities.
SDFL FUNDS ROADMAP
Trade Finance
INVESTMENT PORTFOLIOS
SustainableTobaccoTrading
Cross BorderTrading Sustainable Farming
