VinaCapital VN100 ETF · HOSE:FUEVN100
VinaCapital VN100 ETF — DFJ VinaCapital — VinaCapital 2008 Investor Conference
18 slides from VinaCapital VN100 ETF's conference presentation, Nov 10, 2008
Slide 1: DFJ VinaCapital L.P.
DFJ VinaCapital L.P. Quang Nguyen Director of Investment VinaCapital Group VinaCapital 2008 Investor Conference Park Hyatt Hotel, HCM City 10‐11 November 2008
Slide 2: Contents
Contents 1. Fund overview 2. Fund status 3. Strategy for 2009 4. Current portfolio companies 5. DFJ VinaCapital team 2
Slide 3: 1. Fund overview
1. Fund overview Kd4 VinaCapital 3
Slide 4: Fund overview
Fund overview DFJ VinaCapital L.P. (DFJV) • DFJV is a venture capital fund jointly managed by Draper Fisher Jurvetson and VinaCapital. • The principal objective of DFJV is to achieve capital appreciation by investing in Vietnam’s emerging technology companies, including start‐ups and privatising sta
Slide 5: Current macro environment
Current macro environment Privatisation of the telecommunications sector • Mobifone has hired Credit Suisse to explore the opportunities. Expected to IPO in 2009. Continuously increasing adoption of technology • High growth rate of mobile subscribers (60m subscribers as of Nov 2008). Rate is reducin
Slide 6: 3. Strategy for 2009
3. Strategy for 2009 Kd4 VinaCapital 6
Slide 7: Post-investment management
Post‐investment management • Provide access to strategic partners. Goals • Improve corporate governance and operations. • Assist in fund raising activities. • Difficult to fill management team – requires local knowledge, functional expertise and industry experience. • Lack of qualified middle manage
Slide 8: Portfolio company partners
Portfolio company partners 8
Slide 9: 4. Current portfolio companies
4. Current portfolio companies 9
Slide 10: Current portfolio companies
Current portfolio companies Chicilon Media Provides non‐traditional points of contact, garnering attention when consumers are seeking and are receptive to marketing messages. www.chicilonmedia.com.vn Direct With Hotels (DWH) is a provider of online booking services to hotels and other lodging proper
Slide 11: Current portfolio companies
Current portfolio companies GapIT provides mobile gateway services to content and service providers through its “GapIT” brand, and distributes mobile and internet value‐added services to consumers through its “MIU” (Mobile is Yours) brand. www.gapit.com.vn Gophatdat is an online B2B marketplace faci
Slide 12: Current portfolio companies
Current portfolio companies MobizCom has developed a payment platform and service solution (MobizStock and MobizPay) for secure online payments through mobile, handheld and PC devices. Tim Nhanh (“fast search”) is the first internet community portal in Vietnam, aggregating vertical content sites in
Slide 13: Current portfolio companies
Current portfolio companies Provides a fully integrated entertainment community for Vietnamese youth ages 10 to 24. Combination of web, print magazine, television, offline events and licensing reaches target audience at all key social interactions. www.yeah1.com 13
Slide 14: 5. DFJ VinaCapital team
5. DFJ VinaCapital team Kd4 VinaCapital 14
Slide 15: DFJV – Investment Committee
DFJV – Investment Committee • Co‐Founder and Chairman of VinaCapital Group Horst Geicke • Co‐founder & Chairman of Pacific Alliance Group (over US$1bn private equity & Chairman, VinaCapital financial investments in China) • MBA cum laude from University of Hamburg • Co‐founder of VinaCapital Don Lam
Slide 16: DFJV – Management team
DFJV – Management team Andy Ho • Responsible for overseeing Private Equity, Capital Markets and Venture Capital investments. Managing Director • Formerly Director of Investment at Prudential Vietnam’s Fund Management Company. • Held various management positions at Dell Ventures (Investment Group of
Slide 17: Thank you!
VinaCapital Group 17th Floor, Sun Wah Tower 115 Nguyen Hue, District 1, Ho Chi Minh City, Vietnam P: (84 8) 821 9930 F: (84 8) 821 9931 Email: ir@vinacapital.com Website: www.vinacapital.com Thank you! Ho Chi Minh City Hanoi Danang Nha Trang Hong Kong 17
Slide 18: Backup slides
Backup slides Kd4 VinaCapital
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