Colombian Markets

Invertrust Diego Rodriguez BPE Advanced Communication Skills Georgetown University Dic-16-09

Overview Alternative Investment Business Opportunity Management team Marketing Plan SWOT Analysis Financial Analysis Conclusion

Alternative Investment Real Estate Commodities Private Equity – Venture Capital Exchange Traded Funds (ETFs) Hedge Funds

Business Opportunity Market focus on traditional investments Alternative market is in its infancy Historical low fixed rates

Management team

Investment professional managers Diego Rodriguez (CEO) Daniel Arguelles (VP Trading Strategies) Carlos Cortez (Co-VP Trading Strategies)

Management team Operation and control members Ivan Ramirez (COF) Staff members Ricardo Urrutia Antonio Vargas Alejandro Olivares Jose Maria De Valenzuela Price Waterhouse Coopers

Marketing Plan Product Investment Management company Focus on Alternative Investments First Colombian Hedge Fund

Marketing Plan 100,000 billions total market share Place (distribution) Wealthy investors Institutional accounts

Price Management Fee (2% - 3%) Success Fee Benchmark Beat It 30% of the extra profit Marketing Plan

Promotion Business Magazines Golf, Tennis, and Polo tournaments Brochures A lot of networking Marketing Plan

SWOT Analysis Strengths Management team Business model proved overseas Intra - entrepreneur experience Focus on emerging markets Immediate incomes possibilities Weaknesses Track record New Company Opportunities New local business Emerging markets behavior Current Global Financial Crisis Threats Bad performance International competitors

Financial Analysis

Conclusion Alternative Investment Business Opportunity Management team Marketing Plan SWOT Analysis Financial Analysis