Презентация #09 -- Практикум АРФИ. "Подготовка и...

30
Strictly confidential © 2015 Media Tree ARFI Asian Non Deal Roadshow Media Tree Proposal 10 March 2015 MEDIA TREE THE FINANCIAL ROADSHOW CONSULTANCY MARCH 20 TH 2015

Transcript of Презентация #09 -- Практикум АРФИ. "Подготовка и...

Strictly confidential

© 2015 Media Tree

ARFI Asian Non Deal Roadshow

Media Tree Proposal

10 March 2015

MEDIA TREE

THE FINANCIAL ROADSHOW CONSULTANCY

MARCH 20TH 2015

Strictly confidential

© 2015 Media Tree

ARFI ASIAN NDR

Media Tree Presentation

March 20TH 2015

EXECUTIVE SUMMARY

2

MEDIA TREE IS DELIGHTED TO SUPPORT ARFI AND RUSSIAN

CORPORATES INTO THEIR ASIAN ENDEAVOR

ARFI’s unique initiative consists in organizing non-deal roadshows every 4-5

months for Russian companies (8-10) from various sectors in Hong Kong and

Singapore in order to attract Asian investments. The first roadshow would take

place in September 2015.

A non-deal roadshow is the starting point of a long relationship between a

company and the key agents of the financial markets – both buy-side and sell-

side.

Over the course of this short presentation we will talk about:

Media Tree: who we are and what we do

Our experience with Russian corporates and Asian

events

How can we support you during this non-deal

roadshow

© 2009 Media Tree Limited

Strictly private and confidential

© 2011 Media Tree Limited

Strictly private and confidential

THE GLOBAL FINANCIAL ROADSHOW SPECIALIST

FINANCIAL ROADSHOW LEADERSHIP

WITH A GLOBAL REACH

Over the last two decades, Media Tree

has emerged as the provider of choice for

companies looking for full support in their

financial roadshows and financial events,

targeted at sophisticated institutional

audiences around the world. Our

logistical and technical execution is

renowned across continents and is

second to none.

Media Tree’s global network of financial

roadshow consultants and resources offer

unparalleled support. From London, Paris,

and Moscow to Hong Kong, Sydney and

New York, our structure offers a truly global

reach without any compromise on the

quality of the service and advice you

receive. Our solid reputation testifies to this.

Media Tree is unique in its specialist

approach.

Roadshows is what we do.

Strictly confidential

© 2015 Media Tree

ARFI ASIAN NDR

Media Tree Presentation

March 20TH 2015

INTERNATIONAL EXECUTION

NEW YORK

LONDON

PARIS

MOSCOW

HONG KONG

SYDNEY

4

Strictly confidential

© 2015 Media Tree

ARFI ASIAN NDR

Media Tree Presentation

March 20TH 2015

Investor days &

Analyst days

Results announcements &

Plenary session

Site visits &

Field trips

Stock Exchange Listing

Ceremonies

Roadshows IPO / IR

Coaching & Speaker

training

Conferences

Corporate videos /

Webcasting

Logistical support

Slide Design / Slide

Upgrade

OUR RANGE OF SERVICES

5

Strictly confidential

© 2015 Media Tree

ARFI ASIAN NDR

Media Tree Presentation

March 20TH 2015

ADVANCE LOGISTICS

ROLE

> Development of the detailed schedule

> Daily itinerary update

> Constant liaising with ARFI/ sponsors

> Logistics managements

> Central point of contact for any roadshow issues

> Roadshow costs control

> Reconciling the final invoices

> Liaising with printers

> Personal Travel & hotels bookings

> Individually personalised road Handbook

ROLE

> Client Management

> Full budget responsibility – update in real time

> Attending steering committee meetings; pre-production

> Coordinating all teams across the globe

> Travel with the Team

> Client and bank support 24/7

> Assistance with any roadshow issues; updates and

assessments

ROLE

> All road Logistics Management

> Travel ahead of the Team

> Hotel reservations management

> Pre-checking in

> Printing verification

> Restaurant / entertainment bookings

> Cars and chauffeurs supervision

> Catering arrangements

ROLE

> Manage all local production teams

> Staging design and logo branding for global ‘look and feel’

> Creative staging, design, lighting and sound

> Last minute slide design

> Monitoring and reconciling production budgets

> Video creation

> Webcast creation

PROJECT MANAGEMENT

ROADSHOW DESK

PRODUCTION

TEAMS DEDICATED TO SUCCESSFUL IR EXECUTION

6

Strictly confidential

© 2015 Media Tree

ARFI ASIAN NDR

Media Tree Presentation

March 20TH 2015

TRAVEL PROFILE

We identify the travelling team’s dietary requirements, airline seating preference, room

preferences and any other additional requirements they might have in order to put in place all

the logistical arrangements. Thanks to this information, we create a very bespoke travel plan

TRAVEL AND TRANSPORTATION

Our drivers have experience in all major cities around the world and have excellent knowledge of

institutions’ addresses, including the fastest routes in and out of the buildings—which can save a

lot of time in certain cities (Hong Kong and Singapore, for example). They know the value of

getting you on time to the right door at an institutional address

YOUR BIBLE : THE MASTER ITINERARY

A detailed itinerary becomes the central point for all the roadshow operations, updated in real

time. This itinerary becomes your bible as the schedules change constantly at short notice. Up-

to-minute logistics is what we are about

VENUES AND ACCOMMODATION

Both in Hong Kong and Singapore we put in place optimal 24-hour facilities for business. We tap

on a privileged network of hotels and venues in key financial centers. We will provide you with

descriptions of our preferred hotels in every city and put in place bookings in accordance to your

choice

Our team spends a lot of time with you in the preparation so that we are sure our choices reflect

exactly what your senior management requires and suits the budget. All our recommendations

are conveniently-located for investor meetings and meet the expectations of the local

institutional audiences. We know them first-hand, so we know it will work for you

LOGISTICS : HOW WE MAKE IT HAPPEN

7

Strictly confidential

© 2015 Media Tree

ARFI ASIAN NDR

Media Tree Presentation

March 20TH 2015

PRODUCTION – STATE OF THE ART SYSTEMS AT YOUR SERVICE

8

For this non-deal roadshow our teams will provide you with every aspect of the audiovisual

support, including video creation and powerpoint design, design, branding and a dedicated

websites

All our staging equipment has been specially designed to withstand the rigours of roadshows

and is quickly re-located to each city within tight deadlines – this not only saves money but it

looks great and guarantees consistency of branding and strict adherence to corporate guideline

imperatives, down to the exactitude of pantone colour-matched banners and panels

Through innovative staging, design, lighting and sound, Media Tree provides impeccably

produced live events of various natures. Group events will be attended by investors and the

banking community. Therefore it is essential to offer an event that stands out - slick, fresh,

making an impact and setting the tone for the roadshow

Media Tree provides you with a team of high-end corporate designers, production managers,

graphic operators and technical crew who have organised some of the largest roadshows and

ingenious investor day events ever. Time and place again, our team comes up with fresh and

creative ways to run live events

Our rationale: to provide you with what is best in today’s corporate communication marketplace.

We deliver the same flawless production value anywhere in the world whether in Hong Kong,

Singapore, Moscow, London or New York

Our producer effects real time changes to the presentation if required and thus fine tunes for the

audience and navigates the presentation according to the questions being raised in the meetings

- thus anticipating and staying in control of the information that you want to provide

Strictly confidential

© 2015 Media Tree

ARFI ASIAN NDR

Media Tree Presentation

March 20TH 2015

MOSS PERFORM: MEDIA TREE’S COACHING ARM

9

Moss Perform is a specialist coaching and presentation training company created to help you

jump higher. We bring a unique combination of business experience, communication skills and

state-of-art coaching techniques to deliver the punch

Moss Perform can help you with a 2-day programme focused on:

Cultural customs

- dos and don’ts in meetings

- differences in behaviours and expectations between Western and Asian business meetings

How to influence in an Asian investor meeting

Body language

Rehearsing the content and delivery

Focus and tone of the presentation

Tailoring the message to suit Asian investor requirements

OUR EXPERIENCE

Strictly confidential

© 2015 Media Tree

ARFI ASIAN NDR

Media Tree Presentation

March 20TH 2015

PRELIMINARY SCHEDULE FOR ASIAN NON-DEAL ROADSHOW

Sunday Monday Tuesday Wednesday Thursday Friday

Morning flight (1-1)/ (P50) Morning flight (1-1)/ (P50)

from Moscow (1-1)/ (P50) from Hong Kong (1-1)/ (P50)

(1-1)/ (P50) (1-1)/ (P50)

SEPTEMBER 2015 Hong Kong Hong Kong Singapore Moscow

Key

(P50) Group presentations

(1-1) 1-1 meetings

Singapore

Saturday

Morning flight

to Moscow

SINGAPORE

HONG KONG

MOSCOW

11

Credentials to EM

3 March 2015

© 2015 Media Tree

Строго конфиденциально

LUKOIL

CAPITAL DAY, LONDON, HONG KONG

Media Tree organised a 2 day investor conference for Lukoil

including large plenary presentations, 1-1’s and 1-few sessions

for a total of 200 investors.

We provided full management and logistical support organizing

all accommodation, flights and transfers for the management

team, and fully comprehensive support including registration,

catering, corporate gifts and management of the press.

We produced all production elements of the conference such as

staging, webstreaming, audio conferencing, all other audio-visual

elements, simultaneous translation and translators.

Credentials to EM

3 March 2015

© 2015 Media Tree

Строго конфиденциально

PHOSAGRO

CAPITAL DAY, MOSCOW, LONDON

Phosagro held their Investor Days in Moscow and London, with

above 60 investors from around the world.

Media Tree coordinated the design and management of a

bespoke dedicated website, designed, scripted and managed

this website, in full coordination with the IR and Corporate

Branding department.

We have also supported logistics and branding of Investor Days,

a bespoke system of badging and dispatching of an innovative

custom-built binder with presentation material. Management of

Q&A in coordination with senior IRO.

Credentials to EM

3 March 2015

© 2015 Media Tree

Строго конфиденциально

ETALON GROUP

IPO & IR

The IPO in April 2011 of one of Russia’s most successfulreal estate developers raised US$661m.

The two-week event originated in Moscow, covering majorEuropean financial centres, including stops in New York andBoston.

Media Tree organised the logistics for 1-1 meetings, TheOpening ceremony at the London Stock Exchange and lookedafter travelling bankers and executives.

“MediaTree have been extremely diligent and instrumental

throughout the whole process. We didn’t miss any single meeting

or call.”

Viacheslav Zarenkov

Chairman of the Management Board

Credentials to EM

3 March 2015

© 2015 Media Tree

Строго конфиденциально

SBERBANK

SLIDE DESIGN FOR TROIKA CONFERENCE

In January each year, Sberbank and Troika organises a verywell-attended Russia Conference for international investors, postWorld Economic Forum in Davos.

Media Tree worked closely with the IR team to devise a specialprogramme that could capitalise on the presence of importantinternational investors and raise the profile of Sberbank.

A separate room was set up in the forum to showcasepresentations from a variety of Senior and up-and-comingSberbank managers (“Sberbank Capital Day”). Media Tree’steam designed and implemented all the presentation graphicsand supported the IR team in its management of the event on theday.

Credentials to EM

3 March 2015

© 2015 Media Tree

Строго конфиденциально

LENTA

IPO

Lenta IPO transaction size was US$952m with Deutsche Bank,

JP Morgan & VTB Capital as global coordinators.

The roadshow was headed by 1 teams travelling to Europe &

USA.

Lenta top management team travelled to Moscow, London, New

York, Boston.

Credentials to EM

3 March 2015

© 2015 Media Tree

Строго конфиденциально

FGC UES

LISTING AT LSE

London listing of the biggest natural monopoly in Russia.

Media Tree organised logistics for 1-1 meetings, The OpeningCeremony at the London Stock Exchange and looked aftertravelling bankers and executives.

This event was organised with less than 1 week notice.

“The success was achieved also due to high professionalism

which Media Tree team demonstrated in organising the opening

listing ceremony and logistic support of investor meetings.”

A.V. Kazachenkov

Deputy Chairman of the

Management Board

Credentials to EM

3 March 2015

© 2015 Media Tree

Строго конфиденциально

MRSK

LISTING AT LSE

Media Tree organised and produced the opening

ceremony at the London Stock Exchange, advising and

looking after the executives of MRSK before and during the event

at the LSE.

Media Tree produced their stock exchange logo, an

animated video, stage design and production, in less than 2

weeks before the listing.

Credentials to EM

3 March 2015

© 2015 Media Tree

Строго конфиденциально

OGK 2

IPO

$1.04 bn IPO for OGK-2, the first Russian utility company to be

listed on the London Stock Exchange

Global coordinators: Deutsche Bank and Bank Troika.

Two week roadshow with a team of 10 executives meeting with

more than 300 investors on 3 continents, including 3 set

presentations, 10 monitor presentations, and 45 one-on-ones.

Credentials to EM

3 March 2015

© 2015 Media Tree

Строго конфиденциально

AURIZON (FORMER QUEENSLAND RAIL NATIONAL)

LARGE PRIVATIZATION

With US$4.1bn QR National became one of Australia’s biggest

privatisations being the largest national transporter of coal and

the world's largest rail transporter of coal from mine to port for

export markets.

Global Coordinators: Bank of America Merrill Lynch, Credit

Suisse, Goldman Sachs, RBS and UBS.

Media Tree provided full logistical support, for a 6 weeks long

roadshow. We ensured smooth running of the 6 stage set

presentations, 3 monitor shows, five1-few’s, 140 1-1’s and 18

conference calls. The team presented to a 2158 investors and

brokers across the globe

Your professionalism and patience together with the very

effective delivery of such a large production really underpinned

our ability to deliver our message”

Lance Hockridge, Managing Director & CEO QR National

.

Credentials to EM

3 March 2015

© 2015 Media Tree

Строго конфиденциально

EDF

ASIAN IR CONFERENCES

Several conferences over the years in London, Paris, Hong Kong

to emphasize the role of EDF in foreign markets.

Media Tree organised all events working hand in hand with the

EDF IR team.

Media Tree also worked closely with the EDF Energy team to

offer analysts a workshop demonstration of some aspects of the

nuclear business never shown before to the financial community.

Credentials to EM

3 March 2015

© 2015 Media Tree

Строго конфиденциально

VEOLIA

ANALYST TRIP TO CHINA

Media Tree organized a site visit of Veolia’s Chinese opearations

for more than 50 analysts travelling from Europe to mainland

China.

4-day site visit to plants in Shanghai and Guangzhou: Shanghai

Puxi Waste to Plant, Linijang Plant, Pudong Water Center,

Guangzhou Likeng WTE Plant, Guangzhou Xingfeng Landfill.

Full logistical support – flights, ground transportation

accommodation.

“The organisation, professionalism and kindness which you

provided throughout this marathon rendered the travelling highly

enjoyable and above all efficient.”

Henri Proglio, Chief Executive, Veolia Environnement

Credentials to EM

3 March 2015

© 2015 Media Tree

Строго конфиденциально

CHINA RAILWAY CONSTRUCTION CORPORATION

PRIVATE PLACEMENT & IR

RMB 8bn Private placement and Investor relations roadshow.

It was a 2 week roadshow for Citi, CITIC Securities and

Macquarie with 2 global teams roadshow covering Europe, Asia

and the USA.

Media Tree coordinated a team of 20 people travelling, including

weekend tourist activities.

.

Credentials to EM

3 March 2015

© 2015 Media Tree

Строго конфиденциально

GLOBAL LOGISTIC PROPERTIES

IPO

US$3bn IPO, one of Singapore’s largest public offerings.

Global Coordinators: Citi and JP Morgan

Media Tree provided full logistical support for a 2 team global

roadshow covering Europe, Asia (including Japan) and the USA

(3 jets required due to the intense nature of the itinerary and

schedule)

Credentials to EM

3 March 2015

© 2015 Media Tree

Строго конфиденциально

CITIC SECURITIES COMPANY LIMITED

IPO

US$1.7bn IPO

Hong Kong listing of one of China’s top brokerage, one of

China’s most successful financial institution, raised US$1.7bn

amiDst challenging market conditions.

Media Tree organised a 2 week global roadshow throughout

Asia, UK and the US for 2 teams with 25 company executives in

each, while coordinating the information flow between all joint

bookrunners.

‘’High class service .. a professional team .. hope we will

continuously cooperate in the future.’’

Wang Dongming, Chairman & CEO – Citic Securities

Strictly confidential

© 2015 Media Tree

ARFI ASIAN NDR

Media Tree Presentation

March 20TH 2015

EXAMPLES OF MEDIA TREE'S ASIAN ROADSHOW EVENTS

26

OUR SERVICES FOR CORPORATES

Strictly confidential

© 2015 Media Tree

ARFI ASIAN NDR

Media Tree Presentation

March 20TH 2015

SERVICES AVAILABLE FOR EACH TRAVELLING CORPORATE

LOGISTICS PLANNING- CAR TRANSFERS AND HOTEL BOOKINGS IN HONG KONG AND SINGAPORE

TRAINING/ COACHING - SPEAKER TRAINING AND PREPARATION OF TOP MANAGEMENT IN ORDER TO ADAPT THEIR MESSAGE TO A CULTURALLY DIFFERENT

AUDIENCE, IRO ONBOARDING AS MANY COMPANIES COULD BE IN A TRANSITION PHASE AND IR OFFICES MIGHT NEED PROFESSIONAL INSIGHTS

FOR FOREIGN MARKETS

PRESENTATION DESIGN AND UPGRADING- POWERPOINT SLIDE DESIGN UPGRADE AND HELP MAKE IT MORE IMPACTFUL IN ORDER TO DELIVER THE MESSAGE HOME

VIDEO/ CORPORATE CLIP CREATION- MANY COMPANIES DECIDE TO USE THIS SERVICE AS INTERNATIONAL IR EVENTS DO NOT TAKE PLACE EVERY YEAR, THIS ALLOWS COMPANIES

TO EXHIBIT ROADSHOWS ON THEIR WEBSITES AND CAN ALSO BE USEFUL FOR THE MEDIA

28

Strictly confidential

© 2015 Media Tree

ARFI ASIAN NDR

Media Tree Presentation

March 20TH 2015

SERVICES AVAILABLE FOR EACH TRAVELLING CORPORATE

BRANDING AND SIGNAGE FOR THE CONFERENCE DAYS- IT IS ALL ABOUT CREATING AND MATCHING A CORPORATE ATMOSPHERE THROUGH BANNERS, LOGO PANELS, ETC

PRINTING SLIDE BOOKS AND MATERIALS ON SITE - WORKING WITH LOCAL SUPPLIERS ENSURES COMPETITIVE PRICES AND QUALITY PRINTING, NOT TO BE NEGLECTED, BOTH IN HONG KONG AND

SINGAPORE

IR WEBSITE IN ENGLISH AND MANDARIN FOR CORPORATES- CREATION OF A DEDICATED WEBSITE IN SEVERAL LANGUAGES FOR A CLOSER COMMUNICATION TO INVESTORS

CORPORATE GIFTS AND TAKE AWAYS- CREATING SMALL GIFTS AND BRANDING ITEMS FOR ATTENDEES

29

THANK

YOU