tovah_portfolio 2016_part 1
TRANSCRIPT
Tovah M. ThompsonProfile
THE WOLF GROUP
Tmp.worldwide
PRESENTATION DESIGN
VISUAL SUPPORT
CONTENT DEVELOPMENT
GRAPHIC DESIGN
VISUAL DATA
BRANDING
INFOR GRAPHICS
FinanceCLIENTS
CITIGROUP
FRANKLIN TEMPLETONINVESTMENTS
GOLDMAN SACHS
MASTERCARD
MORGAN STANLEY
WARGBURG PINCUS
OUR FIRM AT A GLANCELearn about our business standards
WHAT WE DO.We provide a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. Learn more about our businesses.
LEARN HOW GOLDMAN COMMTS TO:People, capital, and ideas to help our clients, shareholders, and the communities we serve…
Investment Banking
Overview
Securities
Management
Investing & Lending
Engineering
About Citi
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management
Citi BranchingRaising NeedsCapital Market Organization01DiverseMarkets and Security Service03
Case ManagementTreasury and Trade Solutions05
ServiceCorporate and Investment Banking02CommitmentPrivate Banking04
You. The Core of our Business.
Consumer Businesses
CAPITAL MARKET
CORPORATE AND INVESTMENT BANKING
MARKET AND SECURITIES SERVICE
PRIVATE BANKING
TREASURY TRADE SOLUTIONS
Learn More About MasterCardChanging the way the world does Business...
About Us
For more than four decades, MasterCard has been a driving force at the heart of commerce, making the global economy safer, more efficient, more inclusive and more transparent for all…
As a Processor, MasterCard has wired the world for commerce through the MasterCard Worldwide Network-connecting financial institutions, merchants and cardholders with payment processing services that ensure their payment experience is...
Our Economic Landscape
Here are just some of the many examples of information that help decision makers better understand our economic landscape.
• Working Innovation is our Focus.
• Strength in Partnership
• Strategy & Drive of Growth
Payment Process Solution
SETTLEMENTAUTHORIZATION CLEARING
Transaction Basics
Warburg Pincus is a leading global private equity firm
Warburg Pincus is a leading global private equity firm
We are committed to the success of our investors:
• Capital First Limited• Builders First• Explora Petrolium• First Green Partner• Lemon Tree• Metroplitan Healthcare
PORTFOLIO STATUS
20%
30%
40%
10%
Private Equity Real Estate Ventures Capital Partner
For Internal Use Only / Not for Distribution to the Public
Franklin SolutionsFebruary, 2015
J Carter Bailey Jr.SVP, Institutional Sales
Product Training Session 2015
Structuring a Tax Efficient Vehicle with Good Governance
Investment Philosophy
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As private equity real estate multimanagers, we link our clients to what we believe are the best non-core opportunities and operators in the real estate market across the globe:
Identifying Best Real Estate Trends and Opportunities – Globally
Carefully Selecting Local Managers with Proven Experience and Properties with a Solid Business Plan
This material is intended solely for the recipient and should not be reproduced, copied or re-transmitted.For Institutional / Professional Investors Only. Not For Distribution To Retail Investors.
Franklin Templeton Private Real Estate Fund II
Structuring a Tax Efficient Vehicle
with Good Governance
Franklin Real Asset AdvisorsInvestment Philosophy
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As private equity real estate multimanagers, we link our clients to what we believe are the best non-core opportunities and operators in the real estate market across the globe:
Carefully Selecting Local Managers with Proven Experience and Properties with
a Solid BusinessPlan
Identifying Best Real Estate Trends
and Opportunities –Globally
Product Training Session 2015
ASIA PACIFICChina Mass Residential DevelopmentIndia Mass Residential DevelopmentJapanese Non-performing loansChina Retail DevelopmentThai Hotel and ResidentialSouth Korean Non-performing Loans & AssetsJapanese Non-performing AssetsChinese Office Refurbishment & RedevelopmentJapan and China Logistics
EUROPECBD Offices in Gateway CitiesPublic-to-Private - Developed marketsNordics (Sweden, Norway, Denmark, Finland) London ResidentialDevelopment in Infill Locations Gateway CitiesUK Regional PropertiesSouthern European Distress & RecapitalizationRefurbishment German & French Office
AMERICASNon Performing LoansRecapitalization - Gateway CitiesMulti-Family RepositioningOffices -West CoastLimited Service HotelsSpecial SituationsDistressed Latin America
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As of September 30, 2014.
Global Real Estate Opportunities
REGIONAL INVESTMENT THEMES 2009 2010 2011 2012 2013 2014 2015 2016 2017
This material is intended solely for the recipient and should not be reproduced, copied or re-transmitted.For Institutional / Professional Investors Only. Not For Distribution To Retail Investors.
Franklin Templeton Private Real Estate Fund II
STRUCTURINGStructuring a Tax Efficient Vehicle with Good Governance
SELECTINGCarefully Selecting Local Managers with Proven Experience and Properties with a Solid Business Plan
IDENTIFICATIONIdentifying Best Real Estate Trends and Opportunities –Globally
Investment Philosophy
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WE LINKOUR
CLIENTS
BY
As private equity real estate multimanagers, we link our clients to what we believe are the best non-core opportunities and operators in the real estate market across the globe:
For Institutional Investor Use Only / Not For Distribution To The Public
TARGET PROPOSED SOLUTION
Equity: 30% (Range: 20-40%)
Fixed Income: 25%(Range: 10-40%)
Real Asset: 15%(Range: 5-25%)
Real Asset: 15%(Range: 5-25%)
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FT Solutions Proposal – Addressing Your Mandate
Return Target (nominal / real) Inflation +4% Diversified exposure to a variety of inflation-sensitive asset classes and strategies
Income Threshold 2% cash flow Allocation to both U.S. and global fixed income instruments, as well as exposure to dividend-paying equity strategies
Diversification Requirements Maintain Prudent DiversificationLevels
Broad diversification to both traditional and alternative asset classes
US Equity Global Government Bonds (Hedged to USD)
Commodities Global Macro
Non-US Equity Global Investment Grade Corporate Bonds (Hedged to USD)
Global REITs Equity Long Short
Emerging Market Equities Global Corporate High Yield Global Listed Infrastructure Relative Value
Emerging Market Debt Global Natural Resources Event Driven
Cash TIPs Hedge Fund Replication
Volatility Cap 9% vol cap Actively managed by portfolio team via diversification and hedging strategies
Sector/Industry Restrictions Sin stock exclusion Restriction to be implemented via account documentation
Investment Instrument Restrictions No/limited derivative usageNon-proprietary products only
Derivative usage limited to 10% notional (hedging strategies only) and implemented through exchange-traded instruments
GOALS
TARGET PROPOSED SOLUTIONCONSTRAINTS
For Institutional Investor Use Only / Not For Distribution To The Public22
K2 Advisors Reporting Lines
Franklin Templeton SolutionsRick Frisbie
Head of Franklin Templeton Solutions
Mat GulleyEVP/Head of Investment Management Services
Solutions Administration/
Business Strategy
Franklin Templeton InvestmentsGreg Johnson
CEO and President
Franklin Templeton Global Services
K2 Advisors PAIR1
Tilak LalChief Risk Officer/ Head of K2 Risk
Thad LongsonVice President
David C. SaundersK2 Founding
Managing Director
Rob ChristianHead of Manager
Research
Bill YunEVP/Head of Alternative Investments
William A. DouglassK2 Founding
Managing Director
Kelsey BiggersSVP/Director of PAIR
K2 Research
K2 Operational Due Diligence
K2 Portfolio Construction
K2 Risk Management
K2 Legal & Compliance
K2 /Alternative Sales
K2 Client Service/ IR
K2 Information/ Technology HR/ AdministrativeK2 Financial
Operations
Andy KandiewHead of Due
Diligence
Brooks RitcheyHead of Portfolio
Construction
Solutions Portfolio Managers
Institutional Portfolio Managers
William B.Tabler Architects
Architectural Design
portfolio
Le Meridian Hotel (Cairo, Egypt) The Brooklyn Renaissance Plaza (Brooklyn, NY)Mayapada Meridian Hotel (Jakarta, Indonesia)Conrad International Hotel (Istanbul, Turkey)
ARCHITECTURAL DESIGN
• Over 25 years of experience in planning, design, project coordination, administration and field representation for variety of building types.
• Specialty in hotel renovations and restorations, including landmark hotels.
• The name William B. Tabler Architects is synonymous with hotel planning, design and profitability around the world. The firm's historical roots date back to 1946 when William B. Tabler Sr.wrote his famous "Rules of Thumb," an architectural guide for hotels that set the standard for design in the hospitality industry; and for the expansion of the Sheraton, Hilton, Marriott, Inter. Continental and Stouffer chains, all William B. Tabler Architects clients.
• Today, 400 hotels later, in a far more complex environment for hotel developers, owners and managers, William B. Tabler Architects continues to forge new standards in designing luxury, convention and resort hotels that are models of comfort, efficiency and profit.
William B.Tabler Architects
William B.Tabler Architects
Meridian Towers in Cairo, Egypt. A 40-story, 870 guestroom with a topped revolving restaurant. Also has a health club, ballrooms, meeting spaces. There is a shopping mall connected to the hotel that includes a retail store,a cinema and a 825-seat auditorium.
The Brooklyn Renaissance Place, New York is a hotel and office tower complex that includes a 31-story , 750,000 square foot office tower and 376 guest room. The hotel has spacious ballrooms, meeting spaces and restaurants, as well as a large health spa and an under parking. This is the first major luxury hotel built in Brooklyn in 50 years.
William B.Tabler Architects
Architectural Design
KISS & CATHCART
• Kiss + Cathcart is an active and versatile architectural practice that has completed a wide range of project types while maintaining high standards of design, economy, and ecological soundness.
• Kiss + Cathcart is recognized as a world leader in combining solar, or photovoltaic (PV), technology and architectural design.
• Since founding the office in 1983 Kiss + Cathcart have completed projects from high-technology manufacturing facilities and public institutions to homes, retail stores, and restaurants, both as new construction and renovation.
• Completed projects by Kiss + Cathcart range from 30,000 to 200 million dollars, and the firm has consulted on projects valued in excess of 200 million dollars; we are skilled at getting the most from any budget.
• Firm members are active in professional and research organizations and at architectural schools. The practice has been consistently honored by international awards, invited lectures, and competitions, and by extensive publication in venues such as Architectural Record, the New York Times, Wired, and Metropolis.
PharmanticalCLIENTS
MERCK
PFIZER
ROCHE
ALZHEIMER’S DISEASE
working towards a cure
ALZHEIMER’S DISEASE
Learn about Alzheimer’s Disease, demetia and memory loss causes and long term effects
SYMPTOMS OF ALZHEIMER’S• Difficulty remembering newly
learned information• Changes in the Brain• Worsens over time• Common form of memory loss
Alzheimer’s has no current cure, but treatments for symptoms are available
30%
45%
50%
85%
Percentage on Memory LossWorsens Over-time......
ABOUT US.A multinational pharmaceutical corporation
Knowing the Value of Medicines
Experts in Global Health that specialize inincreasing the quality of Health Services
A pharmaceutical approach to improving healthPFIZER RESULTS
75%
90%
50%
40%
30%
Research Headquartersin Groton, Connecticutand the United States
Merck Human Health
Discover Merck
Merck Human Resources
Merck Manufacturing
Merck Research Laboratories
Merck Finance
Merck Information Services
Merck Vaccine
Advertising &Public Relations
CLIENTS
BED BATH & BEYOND
L’OREAL
NATURAL HEALTH
TOWN & COUNTRY
DR. SEUESS
look good / feel good / do good
DISCOVERNATURAL
HEALTH
Dedicated to an all natural approach to health and well being......Natural cures & remedies that work
EAT BETTER...LIVE LONGER..
look good / feel good / do good
look good / feel good / do good
SUPERFOODSFOR
ANTI-AGING
tomatoes
pumpkin
blueberries
greens
alvacadosBE WELL
LIVE WELL
EAT WELL
DRINK WELL
ENJOY WELL
look good / feel good / do good
100%
0%
80%
50%60%
30%
90%
40%
20%
70%
10%
blueberriesThey contain anthocyanins, which research has shown to help improve memory, even slowing the onset of Alzheimer’s disease
look good / feel good / do good
tomatoesTomatoes contain large amounts of the antioxidant compound lycopene, which contributes to heart health and can help ward off diseases such as cancer.
avocadosAvocados are chalk full of anti-aging components. They contain high levels of Vitamin E, which is what helps you achieve perfect glowing skin and healthy hair.
sweet potatoesContain beta-carotene, which gives them their orange coloring and provide a number of healthy aging benefits.
Super foods for anti-aging