Fiera Capital Corporation Class A · TSX:FSZ
Fiera Capital Corporation Class A — Merger or Acquisition (September 2016)
11 slides from Fiera Capital Corporation Class A's merger presentation, Sep 30, 2016
Slide 1: Investor Presentation: Offer to Acquire Charlemagne Capital Limited
September 30, 2016 Investor Presentation Offer to Acquire Charlemagne Capital Limited Establishing the Fiera Capital European Platform
Slide 2: Caution Regarding Forward-Looking Statements
Caution Regarding Forward-Looking Statements This Investor Presentation contains a number of forward-looking statements relating to Fiera Capital Corporation (“Fiera Capital”) and Charlemagne Capital Limited (“Charlemagne Capital”) with respect to, among other matters, the following: financial condi
Slide 3: Transaction Overview
Transaction Overview Fiera Capital has reached an agreement with Charlemagne Capital on the terms of a cash offer (by way of scheme of arrangement) for the entire share capital of Charlemagne Capital and the payment of a special dividend by Charlemagne Capital Will add US$2.2Bn(1) in AUM, increasi
Slide 4: Strategic Overview
Strategic Overview Charlemagne Capital has developed an effective European distribution network in Creates a European institutional and wealth management segments Growth Platform Objective is to provide a platform to meet European demand for Fiera Capital’s products Strong, culturally aligned
Slide 5: Creates a European Growth Platform
Strategic Overview Creates a European Growth Platform Charlemagne Capital is currently on several powerful European and International platforms Will provide Fiera Capital access to significant new and complementary distribution channels Cross-selling opportunities Significant potential to introduc
Slide 6: Will Establish Fiera Capital's London-based European foothold
Strategic Overview Will Establish Fiera Capital’s London-based European foothold Acquisition further expands operations establishing Fiera Capital Europe 1 Fiera Capital has distribution channels bringing our strategies to South Africa, Japan and Australia. 6
Slide 7: Execute Pre-established Growth Plan
Strategic Overview Execute Pre-established Growth Plan Acquisition of Selected Entered into Acquisition Acquisition Merger with Acquisition Alternative AM joint venture of Certain of Senecal Sceptre of Canadian Funds of GMP with Aquila Assets of Investment Investment Wealth Investment Acquisition of
Slide 8: Overview of Charlemagne Capital Limited
Overview of Charlemagne Capital Limited Charlemagne Capital is a London-based, AIM listed company, that specializes in emerging and frontier asset management Established in 2000 as a spin-off of the European operations of the Hong Kong based Regent Pacific Group Charlemagne Capital has a highly qual
Slide 9: Track Record of Performance – Key Fund Performance
Overview of Charlemagne Capital Limited Track Record of Performance – Key Fund Performance The charts below demonstrate the performance of the Emerging Markets Dividend Fund and the Market Neutral Eastern European Fund Emerging Markets Dividend Fund(1) Market Neutral Eastern European Fund(2) As of A
Slide 10: Track Record of Performance – Fund Performance
Overview of Charlemagne Capital Limited Track Record of Performance – Fund Performance Latin American Fund(1) Eastern European Fund(1) As of August 31, 2016 As of August 31, 2016 Annualized Data Annualized Data 25.0% 12.0% 9.6% 19.3% 10.0% 9.0% 20.0% 8.0% 7.4% 15.0% 14.5% 6.0% 11.8% 4.0% 3.3% 10.0%
Slide 11: fieracapital.com
fieracapital.com
Fiera Capital — Merger or Acquisition (September 2016) on 6ix