ANFAAL CAPITAL...ANFAAL CAPITAL'S VISION To be the leading Islamic investment banking service...
Transcript of ANFAAL CAPITAL...ANFAAL CAPITAL'S VISION To be the leading Islamic investment banking service...
A N F A A L C A P I T A L
P R E S E N T A T I O N O N
A N F A A L ’ S C R E D E N T I A L S
June 2013 Saudi Arabia
ANFAAL AT A GLANCE
A Closed Joint Stock Investment Company founded in May 2010
Authorised Person licensed by Capital Market Authority of Saudi Arabia (CMA)
Licensed by the Saudi Arabian General Investment Authority (SAGIA)
Our core business activities include managing, custody, advising and arranging of securities
ANFAAL CAPITAL
ANFAAL CAPITAL'S VISION To be the leading Islamic investment banking service provider in
Saudi Arabia
ANFAAL CAPITAL'S MISSION To create innovative real estate and investment products and
customized financial solutions in order to deliver superior value to our stakeholders
VISION AND MISSION
35.2 %
27 %
37.8 %
Individuals
ICD is a multilateral organization, affiliated with the Islamic Development Bank (“IDB”) Group. Its shareholders are IDB (50%), public financial institutions (20%) and the member countries (30%)
The mandate of ICD is to support economic development of its member countries through provision of finance to private sector projects in accordance with principles of the Shariah through promoting private sector development
Maybank IB is the investment banking arm of Malayan Banking Berhad (“ Maybank”); Malaysia’s largest financial services group with total assets of US$150 billion
The Maybank Group has an extensive global network of 2,200 offices with 47,000 employees in 20 countries serving 22 million customers worldwide. Its Islamic banking arm, Maybank Islamic is the industry leader in the Asia Pacific region and among the world’s top 15 Islamic banks.
Abed Abdulrasool Abdulnabi Al Zeera – 18.0%
Khalid Mohamed Nasser Al Aboodi – 9.0%
SHAREHOLDING STRUCTURE AS PER CMA APPROVAL DATED 11 APR 2013
VALUE PROPOSITION
Competitive
landscape
Diverse Global Network
Competitive Edge
Market Driven Value Creation
• Leveraging on our shareholders’ diverse global network, we are able to offer unrivalled distribution reach and valuable operational insights into government and businesses from around the globe particularly the Islamic nations.
• With a focus in niche real estate investment opportunities, we pride ourselves with being flexible and responsive to the market’s ever changing needs driven by our determination to provide the optimum solutions products and services level to meet out client’s needs and expectations.
• Most importantly, we aim to contribute towards creating the maximum value (opportunity) for our clients through a mutually beneficial working relationship by tapping on our experience as well as the special experience of our clients.
• We are uniquely poised with our asset management services and comprehensive Shariah-compliant investment banking services to deliver distinctive and tangible values to our clients.
KEY CORPORATE SERVICES
Our range of products and services include Asset Management, Arranging and Corporate Finance Advisory Services, Investment Advisory Services and Custodian Services
Asset Management
Investment Advisory
Arranging & Corporate
Finance
Custody
Implementation Plan
Sukuk Structuring, Capital Raising, Fund Structuring, M&A, Valuation, Strategic Financial Advisory, Structured Products, IPO & Equities and Corporate Restructurings
Advising clients on the merits of specific securities investments
Management of Real Estate Funds and Private Equity/SME Funds based on Shariah Principles
Complementing our Asset Management services, safeguarding the assets of clients and providing the necessary administration
ANFAAL CAPITAL’S CREDENTIALS: OUR TRACK RECORD
ALFAREEDA RESIDENTIAL FUND
SAR 550,000,000
Private Real Estate Development Fund Sole Advisor, Arranger, Manager & Custodian
Closed: November 2012
BIDAYA HOME FINANCE COMPANY
SAR 1,000,000,000
Private Equity Investment Joint Advisor & Placement Agent
Closed: June 2013
Islamic Development Bank (“IDB”) is a multilateral institution owned by 56 member countries
USD 44 billion in authorized capital Headquartered in Jeddah, Saudi Arabia Active in private and government sector initiatives in member countries.
Board of Governors consists of key country level reps (e.g. Prime Ministers, Ministers, Economic Advisors)
The Islamic Corporation for the Development of the Private Sector (“ICD”) is a member of the IDBG .
ICD’s shareholders include IDBG, 45 member countries and 5 public financial institutions
ICD was established in 1999 Headquartered in Jeddah, Saudi Arabia
Anfaal Capital is a Closed Joint Stock Investment Company Founded in May 2010 with ICD and Maybank-IB as its two main partners Authorized Person licensed by Capital Market Authority (CMA) Licensed by the Saudi Arabian General Investment Authority (SAGIA) Main office located in Jeddah, Saudi Arabia
Multilateral Finance Institution
Private Sector Arm of IDB
Authorized Person
SHAREHOLDER CREDENTIALS: IDB GROUP & ICD
SHAREHOLDER CREDENTIALS: IDB GROUP & ICD
ICD’s mandate is to be a major player in the development
of the private sector as a vehicle for economic and social growth, and prosperity in Islamic countries
Between 1999 and 2010, ICD’s net cumulative approvals stood at 201 projects for US$1.8 billion in 33 countries. The bulk of the financing targeted the industrial sector (33%); followed by the financial sector (29%); real estate (13%); the oil and gas sector (6%) and the transportation sector (6%).
ICD supports the development of member countries by investing in companies seeking capital expansion. ICD also provides term financing for Greenfield and Brownfield projects in healthcare, infrastructure & real estate, ICT and industrial sectors. The average size of such financing is between US$ 10 to 20 million with a tenure of 4 to 7 years. Shorter term financing are up to 2 years and are generally provided through trade finance, working capital and bridge finance
Pharmaceutical
2007
Saudi Arabia
Gabas Global
Biotechnology
Company
USD 10.0 M
Equity
USD 5.3 M
Equity
Healthcare
Saudi Arabia
2005, 2008 Saudi Arabia
2008
Equity Raising &
Underwriting
Real Estate
USD 69.0 M
USD 25.0 M
Equity
Real Estate
Mauritania
2008
Al-Laali Real Estate
Development
USD 13.0 M
Real Estate
2007
Gambia
Royal Atlantic
Residence
Term Finance
USD 5.0 M
2009
Saudi Arabia
Real Estate
Short - Term Finance USD 10.0 M
Healthcare
2000
Saudi Arabia
Middle East
Healthcare
Company
2007
USD 6.0 M
Healthcare
Kuwait
Term Finance
Term Finance
USD 5.8 M
Oil & Gas Indonesia
2008, 2009
PT Dimas Utama (Geothermal Project)
Short - Term Finance
2009
USD 5.0 M
Oil & Gas
Bangladesh
USD 5.0 M
Oil & Gas
2004
UAE
Canadian
Engineering Western
Co.
Short - Term Finance
Short - Term Finance
2008
TAB Rig
Company
USD 43.0 M
Oil & Gas Libya
Term Finance
ICD was established in 1999 with an authorized capital of USD 2.0 billion and a membership of 45 member countries. ICD is 50% owned by IDB which is AAA-rated (Fitch) and with assets of over USD 50 billion
SHAREHOLDER CREDENTIALS: MAYBANK IB & MAYBANK GROUP
Maybank IB is the investment banking arm of Malayan Banking Berhad (“Maybank”), the biggest financial services group in
Malaysia with 2,200 offices in 20 countries and 47,000 Maybankers serving 22 million customers worldwide
Notable Deals Maybank Fact Sheet
The largest banking group in Malaysia; has led the banking industry for over three and a half decades
The largest balance sheet domestically Largest Islamic Bank in Asia Pacific region Credit Ratings:
₋ Fitch : A- ₋ S&P : A- ₋ Moody’s : A3
Similar rating as Malaysia’s sovereign rating
Joint Lead Manager and Joint Managing Underwriter – Maxis RM11.2 billion IPO - 2009
Principal Adviser and Joint Bookrunners – Malaysian Marine & Heavy Engineering RM2.0 billion IPO – 2010
Advised in approximately RM28 billion worth of M&A transactions in Malaysia for FY2011, representing a market share of 25.9%
Joint Principal Adviser and Joint Lead Arranger – Celcom Transmission RM4.2 billion Sukuk Ijarah - 2011
Joint Lead-Arranger in syndicated facilities of SAR6 bn comprising of LC’s, performance bonds, advance payment bonds and murabaha facilities to Saudi Binladen Group - 2011
Research
Equities
Treasury
Maybank Maybank-IB
Product Offering to Clients
Loans
Cash Management
Trade Finance
IB Origination
Corporate Finance
Equity Capital Markets
Islamic Markets
Debt Markets
Strategic Advisory
PE & Venture Capital
Maybank Balance Sheet Strength (Dec 2012)
- 50
100 150
Maybank
NCB
Al Rajhi
150
92
58
Total Group Assets (US$ Billion)
SHAREHOLDER CREDENTIALS: MAYBANK IB & MAYBANK GROUP
SHAREHOLDER CREDENTIALS: MAYBANK IB & MAYBANK GROUP
OUR BOARD OF DIRECTORS
Khalid Mohamed Nasser Al Aboodi – Chairman CEO & General Manager, ICD
Tengku Dato’ Zafrul Tengku Abdul Aziz – Director CEO, Maybank Investment Bank
Farid Arshad Masood – Director Head of Advisory Services & Asset Management, ICD
Alyazi Ibrahim Yaqoob Al Meftah – Director Head of Placement, International Investment Bank
OUR BOARD OF DIRECTORS
Abdulwahhab Saif AlRahman Al-Dahlawi – Director CFO, Ewaan Global Residential Company
AbuBaker Omar Ali Bagabir – Independent Director
Former Head of Finance & Accounting Div. National Commercial Bank
Saud Muhammad Ali Al Sabhan – Independent Director CEO, Bohoor International Investment Company
Abdul Hamid Sheikh Mohamed – Independent Director Executive Director, Symphony House Berhad
OUR DEDICATED TEAM
NAME DESIGNATION
Ahmed Muzni Mohamed Acting CEO & Head of Asset Management
Fahad Bushager Director – Head of Investments Coverage
Syamsul Azuan Fauzi Director – Head of Corporate Finance
Barrie Ajaj Director – Asset Management, Real Estate
Mohammad Jamal Director – Business Support Group, Real Estate
OUR DEDICATED TEAM
Mr. Ahmed Muzni Bin Mohamed – Acting CEO & Head of Asset Management Mr. Muzni’s expertise lies in incepting, structuring and arranging of all Islamic equity investment vehicles such as Unit Trust, REIT, Private Funds and Islamic debt instruments. Ahmed held a Fund Manager Representative License and Investment Advisor Representative License from Securities Commission Malaysia. Previously he was working with Siraj Capital in Dubai as Executive Vice President, Islamic Capital Markets. Before that, he was with Pelaburan Johor Berhad in Malaysia as Managing Director and Chief Executive Officer. Prior to that he was working with PJB Securities Berhad in Malaysia as Chief Analyst. In his earlier career he has worked in the capacity of Senior Analyst and Chief analyst with Nikko Research Center Co. Ltd. in their offices in Malaysia, Singapore and Japan. A graduate from Hitotsubashi University in Tokyo Japan, Ahmed Muzni earned his post graduate Diploma in Management in an Executive MBA course from Henley Business School, Oxford shire, England.
Mr. Fahad Bushager – Director, Head of Investments Coverage Mr. Bushager is currently Head of Investments Coverage Department and a member of Product Development Committee (PDC) of Anfaal Capital. Mr. Bushager is a seasoned investment banker with expertise that cover private equity and real estate funds through diverse roles as investment funds analyst, market risk officer, business development senior manager, deal origination and funds raising principal. Prior to join Anfaal Capital, he worked with several regional banks such as National Bank of Bahrain (Bahrain), Al Hilal Bank (UAE), Ajman Bank (UAE), Investate (Bahrain), and RUSD Investment Bank (Malaysia). Mr. Bushager’s earned his Bachelor from the American University of Sharjah (AUS) majoring in Accounting & Finance. Beside his degree, Mr. Bushager gained extensive knowledge from attending Bahrain Institute of Banking and Finance (“BIBF”) programs in financial analysis, VaR & risk management, money markets & derivatives and AML.
OUR DEDICATED TEAM
Mr. Barra Ajaj – Director, Asset Management – Real Estate Mr. Ajaj was previously heading the asset management operations of Al Nefaie Investment Group (“NIG”) in Jeddah before joining Anfaal Capital in Dec 2011 to head the Alfareeda Residential Fund initiative. He was instrumental in securing the approval from the Capital Markets Authority (CMA) and getting the debt facility for the Alfareeda project from Alinma Bank. Before his time with NIG, Mr. Ajaj was the General Manager of Saudi Pioneers Securities in Riyadh and was the Senior Authorization Officer at the CMA prior to that. In his earlier career he was Senior Auditor and Head of Compliance, handling the Treasury and Investment Division of The National Commercial Bank (“NCB”) in Jeddah. Mr. Ajaj earned his MBA from Colorado State University at Colorado in the United States of America.
Mr. Mohammad Jamal – Director, Business Support Group – Real Estate Mr. Jamal is a certified Professional Engineer registered with Board of Engineers Malaysia; graduated with a Bachelor of Engineering with Honours in Civil Engineering from University of Greenwich, United Kingdom. His vast 22 years of experiences in Design, Construction, Planning and Project Management with renown project management companies namely KLCC Projeks (Malaysia) and Hill International (Qatar) has made him covered the full spectrum of constructions and project management. His past projects worth millions of dollars comprises of mixed development, residential, retails, institutional and also high rise buildings. Two of the projects he managed received recognition by Arga Khan Awards namely Petronas Twin Towers and Petronas University of Technology. Mr Jamal is a member of Board of Engineers Malaysia and Institute of Engineers Malaysia, both since 1995, and Project Management Institute, USA from 2006.
OUR DEDICATED TEAM
Mr. Syamsul Azuan Fauzi– Director, Head of Corporate Finance Mr. Azuan holds a Bachelor of Commerce and Management from Lincoln University, Christchurch. He has an extensive experience in Islamic finance in both local and international markets, where his previous position was Head of Client Coverage, Hong Leong Islamic Bank Berhad, Malaysia. He had prior GCC experience where he worked with the Debt Capital Market and Syndication team of Abu Dhabi Islamic Bank (ADIB), UAE. He has also served with Bank Alkhair (formerly known as Unicorn Investment Bank) in Bahrain, at the Capital Market division. He started his career with UEM group of companies where he was involved in several successful corporate acquisition exercises for the Group.
THANK YOU
If you require any further information please feel free to contact us:
Ahmed Muzni Mohamed Acting CEO Head of Asset Management
Tel: +966 2 606 8686 Ext. 101 Email: [email protected]
Fahad Bushager Director Head of Investments Coverage
Tel: +966 2 606 8686 Ext. 112 Email: [email protected]