Aventus Capital Inc. · TSXV:AVTS
Aventus Capital — The Westaim — Shareholder Meeting (May 2016)
11 slides from Aventus Capital's shareholder meeting presentation, May 12, 2016
Slide 1: Annual General Meeting
Annual General Meeting May 12, 2016
Slide 2: Disclaimers
Disclaimers Safe Harbour Statement This document and its contents are proprietary information and may not be reproduced or otherwise disseminated in whole or in part either directly or indirectly without the prior written consent of each of The Westaim Corporation (“Westaim” or the “Corporation”), H
Slide 3: Ian W. Delaney
Ian W. Delaney Executive Chairman of the Board The Westaim Corporation
Slide 4: Cameron MacDonald
Cameron MacDonald President and Chief Executive Officer The Westaim Corporation
Slide 5: The Westaim Corporation
The Westaim Corporation The Westaim Corporation Structure Alternative Investment Management Property and Casualty Insurance and Specialty Finance Westaim has invested in two complementary platforms – Specialty P&C Insurance (through HIIG) and asset management and specialty finance (through the Arena
Slide 6: Overview of Performance
The Westaim Corporation Overview of Performance Q1 2016 Q1 2015 FY 2015 FY 2014 Selected Income Statement Information Revenue $ 0.7 $ 0.3 $ 1.6 $ 1.1 Breakdown of Book Value Net results of investments 3.0 11.9 12.7 23.3 Per Share at March 31, 2016 Expenses (2.3) (2.3) (6.6) (6.6) (Loss) profit 1.4 9
Slide 7: Houston International Insurance Group, Ltd.
Houston International Insurance Group, Ltd. Selected Financial Information of Houston International Insurance Group, Ltd.(1) Income Statement Information Q1 2016 Q1 2015 FY 2015 FY 2014 Net Premium Written(1)(2) For the Fiscal Period Ended Gross Written Premium $124.9 $121.0 $508.7 $444.2 March 31,
Slide 8: Arena Group
Arena Group Overview of Arena Businesses Book Value As at March 31, 2016 Arena Finance 80.3% Arena Arena Finance Origination Arena Origination Arena 18.4% Investors 1.3% Specialty Alternative Finance Investment (Committed AUM(1): ~$120 million) Management Fundamentals-based, asset-oriented credit op
Slide 9: Arena Group: Six Areas of Investment Opportunities
Arena Group Six Areas of Investment Opportunities Idiosyncratic real estate and Special situation lending commercial lending Corporate Real Estate Secondary market real estate Distressed loan sourcing Private Credit Private loan purchase transactions and workouts Credit(1) and restructurings
Slide 10: Share Price Performance
The Westaim Corporation Share Price Performance(1) 800.0% CAGR(2) 700.0% Westaim 27.2% S&P Total Return Index 13.8% TSX Total Return Index 8.8% 600.0% 586.4% 500.0% % Gain 400.0% 300.0% 259.6% 200.0% 185.4% 100.0% 0.0% Jan-09 Mar-10 Jun-11 Sep-12 Nov-13 Feb-15 May-16 Westaim S&P Total Return Index T
Slide 11: The Westaim Corporation
The Westaim Corporation 70 York Street, Suite 1700, Toronto, Ontario Canada M5J 1S9 www.westaim.com info@westaim.com