merkabahnk - executive sumary
TRANSCRIPT
boutique financial group
which are our core businesses?
PRIVATE BANKING IMPACT INVESTMENT
what do we do?
PRIVATE BANKING
IMPACT INVESTMENT
/we invest in private & public equity
/we advise private & public institutions who are investing in social and environmental
programs .
what do we offer to our clients?
/private equity portfolio
/information system for high impact
programs
PRIVATE BANKING
IMPACT INVESTMENT
for what?
achieve capital growth, which takes priority over income
and dividends.
create a space with measurable variables and comparable for
high impact investments.
PRIVATE BANKING
IMPACT INVESTMENT
How?
regulated & customized platform
for global trading
direct intervention in each program,
generating personalized variables.
PRIVATE BANKING
IMPACT INVESTMENT
AOI++STAKEHOLD
ERS+
Search+ Exit+MARKETS+ Search+ Cancel+SECTORS+ Search+ Cancel+++DIVERSIFICATION+
FB:NASDAQ"Facebook"
""
LMT:XNYS"Lockheed"Mar\n"
""
BLK:XNYS"Blackrock"
"
57.82/82.37"+1.29+(+2.45)+
33.82/77.37"+0.25+(+2.59)+
29.82/93.71"+0.17+(+2055)+
Economic"Impact"
Social"Impact"
Environmental"Impact"
Forex"
Equity"Indices"
Stocks"
Futures"
Impact"Investments"
37+ 23+ 55+ 3+ 11+ 2+
17+ 3+ 15+ 9+ 31+ 6+
Waste+Management+
Solar+Energy+Educa<on+++
Housing+Facility+Sanita<on+&+Health+
Vitalized+Water+
why?
Traditional trading schemes often
exclude mainstream participants willing to add liquidity to the
market
CSR is missing an information system
that allows to measure efficiency
and effectiveness of programs.
PRIVATE BANKING
IMPACT INVESTMENT
products
private equity
portfolio
Information system for
high impact programs
PRIVATE BANKING
IMPACT INVESTMENT
PRIVATE BANKING
COMPANY:+BLACKROCK"
QUOTE:+BLK"MARKET:+NYSE"
STRATEGY:+GLOBAL"
COMPANY:++JARDINE"MATHESON""
QUOTE:+J36"MARKET:+SGX"
STRATEGY:++ASIA"
COMPANY:++PARIS"ORLEANS"
QUOTE:+PAOR"MARKET:+EPA"
STRATEGY:+EUROPE"
COMPANY:++LOCKHEED"MARTIN"
QUOTE:+LMT"MARKET:+NYSE"
STRATEGY:+"NORTH"AMERICA"
COMPANY:++LAZARD"
QUOTE:+LAZ"MARKET:+NYSE"
STRATEGY:++LATIN"AMERICA"
COMPANY:+BANCOLOMBIA"
QUOTE:+CIB"MARKET:+NYSE"
STRATEGY:++LATIN"AMERICA"
COMPANY:+DIGITAL"GLOBE"
QUOTE:+DGI"MARKET:+NYSE"
STRATEGY:+ORBITAL"
COMPANY:++SOLUCIONES"VERDES"
QUOTE:+SV1"MARKET:+MKB"
STRATEGY:++SOCIAL"IMPACT"
PUBLIC+EQUITY+
PRIVATE+EQUITY+
10%"
30%"
10%"
25%"
2%"
3%"
5%"15%"
TOP 8 HOLDINGS BLK"J36"PAOR"LMT"LAZ"CIB"DGI"SV1"
Portfolio Management Inception Dealing Currency
Jose De Lavalle Juan Rodríguez
Dec 03 2012
US$ / € / SGD$
priv
ate
eq
uity
po
rtfo
lio
Info
rma
tion
sys
tem
for h
igh
imp
ac
t p
rog
ram
s
IMPACT INVESTMENT
0"
20,000"
40,000"
60,000"
80,000"
100,000"
2012"
2013"
2014"
2015"
SOFTWARE"
HARDWRE"
ADVISORY"
toolkit • measurement methodology
• live metrics • Tickers
• dynamic visualization • user-friendly navigation
company: soluciones verdes high impact program: Macolla333 variables: water / energy / education
real time browser www.solucionesverdes.org/
impactinvestments
SALES US$
jose de lavalle tcherassi CEO
[email protected] +57 315 6963464
19 watching ave | 2nd fl | West Orange, NJ 07052 | UNITED STATES OF AMERICA
Cra 7 No. 71-21| Torre B Piso 15 | Bogotá | COLOMBIA
juan camilo rodriguez ceferino CFO
[email protected] +57 315 7244022
COMMITTEE+OF+SHAREHOLDERS+
COO+CEO+
MKB+
thank you!