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"Is this the future energy mix of China ?"

talented students global leadersShARE is a think-tank that connects…

…. to …

… to discuss global economic issues

"Is this the future energy mix of China ?"

talented students global leaders

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ShARE has 32 Teams in 16 countries and 4 continents

FRANCEPORTUGAL SWITZERLAND POLAND TURKEY PAKISTAN

INDIABANGLADESH CHINA INDONESIA

University of Porto Sciences Po Paris

École Polytechnique Fédérale de Lausanne

Warsaw School of Economics

Bogazici LUMS

- Delhi School of Economics

- IIM I, A, B, C, L- IIT R, B, D, Kgp

- University of Dhaka- BUET

- Tsinghua University - Beijing University - Shanghai Jiaotong - Fudan University - Zhejiang University- Nanjing University

- Universitas Indonesia

- ITB

BRAZILUniversity of Sao PauloCampinas

UGANDAMakerere Univ.

NEPALTribhuvan Univ.

SOUTH KOREA

Seoul National University jointly withYonsei University andKorea University

NORWAY & RUSSIA- BI Oslo- New Economic School Moscow

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ShARE has 6 knowledge networks, in a total of around 500 members

Energy

Industry

ICT and Innovation

Global Economics

Finance

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2

3

6

7

Business strategy5

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A member stays in ShARE for 1,5 years and follows a strict career path

Presentation*

Conference

In house project*

Project*

World seminar

Junior member

Confirmed member

Senior member&

Global member

6 month

ShARE management

6 month

* Compulsory activity

6 month

Knowledge

Up or out

!

Up or out

!

Up or out

!Global

Collaborative

International

Alumni

6“Future Valley” and Energy System in Year 2050 in China and India”

“Asia: an emerging R&D center for the world"

‘ICT as a social and development tool in China, India & Pakistan’

“Raw materials’ global scarcity – Metals and energy sources”

“Aluminium value chain in Indian automobile industry”

“Social business towards 2020 in seven countries”

“Electric public transport in China ”

“Tomorrow’s car In China, India, South Korea and Brazil"

“Smart grid in China and India”

ShARE does projects with world class companies and organizations

“Electricity at the bottom of the pyramid in India”

“Informal Financial Sector in China”

“Brand Survey and Talent Strategy in China"

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At the end of you career, members will not only advise corporate leaders

Saurabh, Project manager for “Global Scarcity” in

Paris

“Global scarcity” final presentation in Paris with TOTAL and EDF

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Peter, Project Manager of “Electric Car in China”

“Electric car in China” final presentation in Paris with TOTAL, EDF, RENAULT, VALEO

ShARE partners

At the end of you career, members will not only advise corporate leaders

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Tarun, Project Manager of “Aluminium Market in India”

“Aluminium market in India” final presentation in Singen (Germany) with ALCAN

At the end of you career, members will not only advise corporate leaders

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… but also Social leaders, such as Nobel Prize Professor Yunus

ShARE members Professor Yunus

“Social Business towards 2020” final presentation in Dhaka

PORTUGAL FRANCE

INDIAPAKISTAN

SWITZERLAND

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You will also meet your ShARE friends during ShARE world seminars

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You will also meet your ShARE friends during ShARE world seminars

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Jason YaoFormer ShARE-Fudan managerHired by

Ye Lin YinFormer ShARE-Tsinghua vice presidentHired by

SunjieFormer ShARE SJTU managerHired by

Leo WangFormer ShARE-Fudan managerHired by

Wang SiyaFormer ShARE-SJTU managerHired by

Guo YanFormer ShARE-Asia PresidentHired by

BeomFormer ShARE Vice PresidentHired by

Du ShuangFormer ShARE-Tsinghua vice-presidentHired by

Anika SaoudFormer ShARE-DSE memberHired by

Edward CroweFormer ShARE-LSE vice presidentHired by

Louis AntoineFormer ShARE-Mines de ParisHired by

Tony DesouzaFormer ShARE-EPFLNetwork managerHired by

ShARE members end up in most selective companies

Mc Kinsey

Mc Kinsey

Mc Kinsey

Mc Kinsey

Boston Consulting Group

Boston Consulting Group

Boston Consulting Group

Boston Consulting Group

Goldman Sachs

Nomura

CitiGroup

Jp Morgan

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Dare to

ShARE?

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ShARE projects with partners usually last around 3 to 5 months

Final Presentation with the partnersTimeline

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And its scope ranges within socioeconomic and business analysis

Global Scarcity of Raw Materials

Electricity at the bottom of the pyramid

Demand and Supply Analysis, Resource

Mapping, Impact assessment, Price

Analysis, etc.

Primary and secondary

research are necessary

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Some extracts of projects

Copyright ©2009 ShARE. All Rights Reserved 8

Training material

Cost could drop up to XX% in 2015, mainly due to technology progress

100%

20%10%

65%

10%

5%7%

2% 1%

2010 XX XX External 2015 XX XX External 2020

Source: interviews; ShARE analysis；Development blueprint for China's semiconductor lightingnews from XX global online，isuppli，

XX cost drop divers(Predicted by comprehensive data)

“XXX as substrate will low the cost for it is cheap and could product bigger substrateto increase utilization of XXequip, at the same time, Si is softer than SiC andsapphire to reduce processing costs……It’s estimated that use Si could save 90%of the chip cost”

XX，XXX

Government subsidizes

US DOE estimation

confirmed similar declining pattern

Copyright ©2009 ShARE. All Rights Reserved 9

Training material

Specially in the last decade, as after the introduction of the first flex fuel car in 2003 ethanol sales increased 5x

0

2,000,000

4,000,000

6,000,000

8,000,000

10,000,000

Hydrated ethanol monthly salesin barrels

Source: ANP – National Agence for Oil, Natural Gas and Biofuels, Petrobras

Introduction of the

first flex-fuel car: VW Gol

CAGRMar2003 - Jun2010

26.4%

Higher ethanol prices (caused by poorer crops due to bad climatic

conditions) made people to chose gasoline at the gas

stations as it is only economical to buy ethanol when it costs

<70% of gas

Price’s liberalization

Ethanol accounts for more than 50% of current light vehicle fuel

demand. This is expected to increase to over 80 % by 2020

Copyright ©2009 ShARE. All Rights Reserved 14

Training material

726 million mobile subscribers in China with CAGR1 of 36% over the last 10 years

45 70 156 206 289 342 407 489 591 664 744 815 839 856 854 847 830 764 672504

3024

1728 33

3641

28 5276

89 95 98 97 96 9079

60

41

24

10 60

150 283

384 493 572 639 746 886 1087

1316

Mobile Subscribers in China by 2009(XX)

GSM CDMA 3G

1. CAGR = Compounded Annual Growth Rate2. take-over: China Unicom sold the CDMA service to China Telecom in July, 2008.

Source: China Mobile, China Unicom, China Telecom, ShARE interview;

36.4%

CAGR

11.5%

ShARE projections

3G network launched in

2009A large drop

in CDMA users due to take-over2

CDMA launched in

2002

CAGR

CAGR1.6%

Copyright ©2009 ShARE. All Rights Reserved 22

Training material

Tsinghua is the leading university promoting social entrepreneurship

Source: University websites; Keyword website search

Location: Beijing, China

Creation: 1911Rank No.1

Basic information

1995. 10: established an NGO research center ; the first and now the most matured center in China

2009. 5: held the first Social entrepreneurship contest in Tsinghua; collaborated with Northern Light Venture Capital

Academic study / Events

Social organizationSocial enterprise

Scope

2001: set up an MPA Education Center2006.9: set up an Institute for civil society

development(ICSD) studying social issues2007: held an international forum on Social

enterprise in Hangzhou2008: set up Global Entrepreneurship Research

Center (GERC) with Hangzhou Hi-tech park

Tsinghua University

Zhejiang University

Location: Hangzhou, China

Creation: 1897Rank No.4

Social organizationSocial enterprise

1995.12: set up an NGO legal aid center2002: introduced MPA course including NGO

management and public welfare2005: set up an Institute for civil society

development(ICSD) studying social issues

Location: Beijing, China

Creation: 1898Rank No.2

Social organization

Peking University

Source: Literature Search; Team analysis

Top 3 universities in China promoting social entrepreneurship

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Copyright ©2009 ShARE. All Rights Reserved 40

Training material

Rajasthan, UP, Bihar and Jharkhand exhibit a large potential for xx

60-80%

30-60%

80-90%

>90 %

Jharkhand = 31.1%

Bihar = 52.9%

Xx and xx

Source :Ministry Of Power, Government Of India

Orissa = 55.8%

xx

>1800 KW/m2

>1600 KW/m2

>2000 KW/m2

>2200 KW/m2

xx

Note: xxx

Copyright ©2009 ShARE. All Rights Reserved 43

Training material

In China trans-city ferry boat is widely used in 3 major rivers and around xx cities use city ferry

Source:2008 china statistical yearbook ,Chinese Shipping net

River

Shanghai

Guangzhou

ChongqingWuhan

JinanLanzhou

Zhengzhou

the Pearl River

the Yangtze River

the Huanghe River

Trans- City ferry

Major City ferry

Boats for city ferry

Boats for trans-city ferry

About xx cities in ssprovinces have city ferry. Till 2008, city ferry routes has reached 650, carrying 0.26 billion people per year.

Over xx trans-city ferry routes throughout the country, carrying 0.32 billion people per year

Copyright ©2009 ShARE. All Rights Reserved 33

Training material

Only x years left of cheap oil available

Current political instability risk

Average Cost

xx

World oil reserves 2008 (xx/global production)

xx

xx

x

xx

TOTAL 15 years

x

Canada

x

Iran1Kazakhstan

4

xxx

Kuwait

x

xx

3

UAE

3xx

1Libya

xx

Source: Reuters, Deutsche Bank, Economist, BP Statistical Review, ShARE Team Analysis

x

Country

World TOTAL 42 years

Legend

Years

Copyright ©2009 ShARE. All Rights Reserved 35

Training material

Cooperatives

8 models of organizations identified which serve a social cause and are financially self sustainable

DirectThe poor receive a social service or product

IndirectThe poor receive social benefits by their role in the

exercise of the business

Social firms Social resp. firms

Social enterprise

Foundation

Sust. NGO

Profit distributionGoes to shareholderStays in company for expansion

Sour

ce o

f rev

enue

s

poor

rich

Social business I

Employeesare the poor, disabled

Suppliers or contractorsare the poor, disabled

Social business II

Shareholderare the poor, disabled

donation NGO Out of scopeCSR*

* If the CSR is not sustainable

SupportSustainable organisation which provides funds or consulting services to direct or indirect FISSO

Social funds Social consulting

Financially sustainable social organization models (FiSSO)

Provides debt/equity to FiSSO

Sells consulting/services to FiSSO

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2

3

4 5

6

7

Capital market

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Some extracts of projects

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ShARE members are globally connected through an online platform

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ShARE members are trained via our online platform and in offline sessions

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ShARE Management has access to more specific trainings

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ShARE project members are coached by a former tier-1 consultant

Partner ShARE

Coach(Ex McKinsey,

BCG,..)

Project manager

~3 Project member

Students

Order maker

Coordinator

direct relation

Project management

Hired by ShARE, or Alumni of

ShARE

1 Students are coached by a former consultant of McKinsey, Bain or BCG who spends 2-3 hours per week to guide the students…..

2…but the students have a direct relation with the partner and present final outputs (the coach troubleshoot problems, ensure quality and time line commitment)

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So, why students join ShARE?

Knowledge Global Exposure

NetworkingOpportunity

ShARE cocktail

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• Mandatory Research Projects and Live Projects

• Peer –learning and insights from network managers

• Make life long friends in 4 continents and over 30 countries

• Join ShARE Alumni and meet your friends again and again

• World Seminar in Switzerland (ShARE members from different countries will come to present their ideas and projects)

• After one year, you can become a Global Member and shape the future of the most promising students organization

• Opportunity to work on global projects

• 32 prestigious universites frm 16countries across 4continents

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4

Diversity

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ShARE doesn’t accept students who want to join for the wrong reasons

1 A lot of fun

2 A lot of travels

3 A lot of debate on politics

4 A light involvement

5 “A take & not give” spirit

ShARE

6 “A problem without solution” spirit

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At EPFL, a privileged partnership with Deloitte and Startups

Skills/developmentWorkshops

Student project coaching

Consulting type projects

Startups

Recruitment/internship awareness

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Business Develoment Workshop

@Deloitte Geneva

Providing the right mix of learning and real-like experience

March April JulyMay June

ShARE Trainings

ShARE Project

Project Final Presentation

Consulting careers and internships with consultants

A learningexperience

With hands-onexperience

Kick-off Mid-termreview

And internationalexperience “Buddy program” interact

with your colleagues all around the world

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Dare to

ShARE?