Beneficient · NASDAQ:BENF
Beneficient — Investor Presentation (September 2023)
13 slides from Beneficient's investor presentation, Sep 18, 2023
Slide 1: Introduction to Beneficient "Ben" (Nasdaq: BENF)
Introduction to Beneficient “Ben” (Nasdaq: BENF) Unlock the Liquidity in Your Alternative Assets Liquidity The Ben® Way: We've built a rapid, secure, online way for customers to exit alternative asset investments for cash, equity, or debt securities directly from the balance sheet of a Nasdaq-traded
Slide 2: Derek Fletcher, Chief Fiduciary Officer
Derek Fletcher Chief Fiduciary Officer As an expert on fiduciary issues and estate planning, Mr. Fletcher has played a central role in the development of Ben’s products and structure. He serves as the company’s point person as it relates Ben’s operations, through one of its subsidiaries, under the T
Slide 3: Forward-Looking Statement
This presentation is for educational and informational purposes only FORWARD-LOOKING STATEMENT Some of the statements contained in this press release are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange
Slide 4: VIDEO: Providing Liquidity Solutions for Alternative Assets
VIDEO: Providing Liquidity Solutions for Alternative Assets See Important Disclosures on Slide 13.
Slide 5: Business Highlights
Business Highlights Source: Preqin 2022 Global Alternatives Report Estimated based on (i) historical North American private capital AUM data from Preqin (excludes hedge funds) and historical North America hedge fund AUM data from Eurekahedge; (ii) market segment data including the percentage of hedg
Slide 6: Focused on Creating Liquidity for Investors of Alternative Assets
Focused on Creating Liquidity for Investors of Alternative Assets Products and services currently provided to the ExAlt Trusts. …while Ben’s liquidity solutions are designed to assist investors in early monetization of their alternative assets, serving as a key puzzle piece in the alternative invest
Slide 7: Alternative Assets and Associated Liquidity Represent a Large Market Opportunity
Sources: Setter Capital Volume Report FY 2021; Coller Capital Private Equity Secondary Market Report 2017. Top 3 Secondary Fund Market Share Since 2015 +14.5% CAGR Alternative Assets and Associated Liquidity Represent a Large Market Opportunity Recent period of rapid growth in alternative investment
Slide 8: Translation from Market Opportunity to Ben's Serviceable Market
Translation from Market Opportunity to Ben’s Serviceable Market Illustrative Revenue Funnel Secular Trends Additive to Ben’s Model Total Global Alternative Assets Held ü Amount Held by Ben’s Current Target Market ü Annual Liquidity Demand ü Estimated Beneficient Market Share ? Expected Annual Liquid
Slide 9: Leveraging Digital Technology to Provide a Secure & Rapid Exit
Leveraging Digital Technology to Provide a Scure & Rapid Exit Faster liquidity timelines are made possible by Ben AltAccess®, a digital secure AT&T NetBond® certified tech platform designed to deliver liquidity and related custody and trust services to owners of alternative assets Non-Disclosure Agr
Slide 10: VIDEO: Customer Experience
VIDEO: Customer Experience See Important Disclosures on Slide 13.
Slide 11: Experienced Board of Directors
Experienced Board of Directors 30+ years alternative asset and financial institutions experience, Chairman of the Board and CEO, Prior: Founder and CEO of The Crossroads Group; Founder of Capital Analytics; previously with Bain & Company, MacArthur Foundation and Goldman Sachs Brad K. Heppner DIRECT
Slide 12: Investor Relations Contact
Investor Relations Contact investors@beneficient.com Media Contact Longacre Square Partners beneficient@longacresquare.com Beneficient Contact askben@beneficient.com Nasdaq Listed: BENF See Important Disclosures on Slide 13.
Slide 13: Important Disclosures
This presentation is for educational and informational purposes only Important Disclosures Liquidity exit strategies offered may not include all options and may vary over time; all exit options, including historic options such as cash, may not be available or offered to prospective customers at any