Omni Bridgeway Ltd · ASX:OBL
Omni Bridgeway — Shareholder Meeting (November 2022)
20 slides from Omni Bridgeway's shareholder meeting presentation, Nov 30, 2022
Slide 1: Chairman's address and Managing Director's Presentation to 2022 AGM
ASX Announcement 30 NOVEMBER 2022 For personal use only Chairman’s address and Managing Director’s Presentation to shareholders at 2022 Annual General Meeting In accordance with Listing Rule 3.13.3, please refer to the following attached documents: • Part one: Chairman’s address to the Annual Genera
Slide 2: Address by Chairman Michael Kay (1)
For personal use only Address by Omni Bridgeway Limited Chairman Michael Kay to the Annual General Meeting 30 November 2022 Before we move to the formal matters in the Notice of In addition, we achieved annual gross consolidated Meeting, CEO Andrew Saker and I will address the revenue of more than $
Slide 3: Address by Chairman Michael Kay (2)
Address by Omni Bridgeway Limited Chairman Michael Kay to the Annual General Meeting 30 November 2022 In FY23 we are targeting an increase in funding Committees and restructured our operational functions commitments to between $550 million to $600 million, into country or regional portfolios and exp
Slide 4: Address by Chairman Michael Kay (3)
Address by Omni Bridgeway Limited Chairman Michael Kay to the Annual General Meeting 30 November 2022 continual focus on investor communications and disclosures, particularly as they relate to the intrinsic value of the business and its portfolio of legal assets. For personal use only Since then, I
Slide 5: Presentation by Managing Director Andrew Saker (1)
For personal use only Presentation by Omni Bridgeway Limited Managing Director Andrew Saker to the Annual General Meeting 30 November 2022 Good morning. • refreshing our leadership team with the appointment of a new global CFO and senior regional and global I would like to start by acknowledging the
Slide 6: Presentation by Managing Director Andrew Saker (2)
Presentation by Omni Bridgeway Limited Managing Director Andrew Saker to the Annual General Meeting 30 November 2022 In addition to the record new commitments made this parties and expect the associated raise to be finalised in financial year, the launch of Fund 8, and the refinancing of principle b
Slide 7: Presentation by Managing Director Andrew Saker (3)
Presentation by Omni Bridgeway Limited Managing Director Andrew Saker to the Annual General Meeting 30 November 2022 performance fees. The remaining $2.4 billion is attributable to our external Fund investors. For personal use only In the absence of material delays in resolution of matters or very s
Slide 8: For personal use only
For personal use only Annual General Meeting 30 November 2022
Slide 9: Board
Board For personal use only Michael Kay Andrew Saker Raymond van Hulst Michael Bowen Non-Executive Director Managing Director and CEO Executive Director, Non-Executive Director and Chairman Managing Director EMEA Karen Phin Christine Feldmanis Non-Executive Director Non-Executive Director AGM | NOVE
Slide 10: Chairman's Address
For personal use only Chairman’s Address Michael Kay Non-Executive Chairman
Slide 11: Managing Director's presentation
Managing Director’s For personal use only presentation Andrew Saker Managing Director & CEO
Slide 12: Strong growth across key metrics
AGM | NOVEMBER 2022 Strong growth across key metrics For personal use only For the 12 months ended 30 June 2022 Total gross income and revenue Record commitments Funds under management 1 $221.0m $463.3m ~$3bn From diversified sources Up 12% New enforcement fund launched Net profit after tax Estimate
Slide 13: Continued portfolio growth in 1Q23 driving future income generation
AGM | NOVEMBER 2022 Continued portfolio growth in 1Q23 driving future income generation For personal use only $28.4bn EPV1,2 Commitments1,2 at 30 September 2022 FY23 target $550m to $600m $28.4bn $27.2bn $463.3m $412.6m $20.1bn $15.8bn $313.2m At 28-Nov-22: $268.8m term sheets agreed $223.0m $9.5bn
Slide 14: Provisional attribution from estimated future completions
AGM | NOVEMBER 2022 Provisional attribution from estimated future completions1 For personal use only $1.2bn of IEV and fees provisionally attributed to OBL is based on the realisation of the current unconditionally funded portfolio and utilising past performance of 15% EPV conversion and management
Slide 15: A strong platform for growth
AGM | NOVEMBER 2022 A strong platform for growth For personal use only Our FY23 goals include: FY25 target We are an alternative asset manager and • $550m to $600m commitment target • $5bn FUM investor in litigation and enforcement (20% to 30% yoy growth) with continued • $1bn annual commitments ass
Slide 16: Questions
For personal use only Questions
Slide 17: Thank you for your attendance and participation
For personal use only Thank you for your attendance and participation omnibridgeway.com AGM | NOVEMBER 2021 10
Slide 18: Provisional attribution from estimated future completions of current portfolio
AGM | NOVEMBER 2022 Provisional attribution from estimated future completions of current portfolio Assumptions and notes For personal use only Refer to slide 7 The attribution of implied embedded value (IEV) between OBL equity and non controlling Management fee assumptions: interests (NCI) has been
Slide 19: Disclaimer
AGM | NOVEMBER 2022 Disclaimer For personal use only • The material in this presentation has been prepared by Omni Bridgeway (OBL) and is general background information about Omni Bridgeway's activities. The information is given in summary form and does not purport to be complete. • A number of term
Slide 20: This presentation is authorised for release to the market by the Board
This presentation is authorised for release to the market by the Board. For personal use only 13