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Scalable Capital - NOAH16 London

Jan 22, 2018

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Economy & Finance

NOAH Advisors
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Page 1: Scalable Capital - NOAH16 London
Page 2: Scalable Capital - NOAH16 London

GET YOUR TICKET TODAY!www.noah-conference.com

2-3Tempodrom, Berlin Old Billingsgate, London

NOV201722-23 JUN2017

SAVE THE DATE

Page 3: Scalable Capital - NOAH16 London

Scalable Capital

Team of 40 bridging finance and academia.

Founded in 2014. Offices in London &

Munich.

§Authorised and

regulated by BaFin and FCA.

Page 4: Scalable Capital - NOAH16 London

Scalable Capital is a Technology-driven Digital Wealth Manager

We are your personal fiduciary

service.

We build a globally diversified ETF

portfolio.

Our risk management monitors and adjusts

your portfolio.

All investment decisions are data-driven.

Page 5: Scalable Capital - NOAH16 London

Scalable Capital is a Technology-driven Digital Wealth Manager

We are your personal fiduciary

service.

Page 6: Scalable Capital - NOAH16 London

Globally Diversified ETF Investment Universe •  All major asset classes: Equities, Government and Corporate Bonds,

Commodities, Real Estate, Money Markets

• Up to 90 countries and 8,000 securities

North America & The Caribbean Up to 1,800 securities

South America Up to 300 securities

Europe Up to 3,200 securities

Asia & Russia Up to 1,380 securities

Oceania Up to 220 securities

Japan Up to 530 securities

South East Asia Up to 340 securities

The Middle East Up to 80 securities

Africa Up to 120 securities

Page 7: Scalable Capital - NOAH16 London

Quantitative Risk Specification

Page 8: Scalable Capital - NOAH16 London

Quantitative Risk Specification

Page 9: Scalable Capital - NOAH16 London

Monte Carlo based Risk Simulations

Page 10: Scalable Capital - NOAH16 London

Dynamic Approach to Portfolio Management

Money market

Gov bonds USA

Gov bonds Europe

Gov bonds EM

Covered bonds Europe

Corporate bonds Europe

Corporate bonds USA

Real estate Global

Commodities Global

Equity Deutschland

Equity Europe

Equity USA

Equity Japan

Equity Asia/Pacific

Equity Emerging Markets

100%

0%

25%

50%

75%

2000 2014 2002 2004 2006 2008 2010 2012

Example: Asset-Allocation for 20% Value-at-Risk Portfolio

Page 11: Scalable Capital - NOAH16 London

The Result: Improvements Across Critical Dimensions

Better downside control & risk-

adjusted returns

Full Service Less stress

Better understanding

of risks

50 - 80% Lower Costs

Page 12: Scalable Capital - NOAH16 London
Page 13: Scalable Capital - NOAH16 London

Risk Warning

With investment comes risk. The value of your investment can go down as well as up and you may get less than you invest.

Neither past performance nor performance projections are indicative for actual future performance.

Please note our risk warning on our website:

www.scalable.capital/risk/

Page 14: Scalable Capital - NOAH16 London

Selected Completed NOAH Transactions

Focus on Leading European Internet companies

Covering over 400 companies across 25 online verticals, a broad range of over 500 investors as well as 100+ online-focused corporates

Deep understanding of industry dynamics

Ability to add value beyond banking advice

Facilitates overall process and minimizes management distraction

NOAH Advisors is globally well connected and has direct access to virtually all key players in the industry

Knowledge of and strong relationships with potential buyers’ key decision makers

Proactively finds and unlocks attractive investment opportunities for leading investors

Annual NOAH Conference in its 8th year

Over 40 years of combined relevant M&A experience

Routine execution of M&A and financing transactions with sizes of several billion euros

24 successfully completed NOAH Advisors transactions underline successful transfer of M&A competencies to the Internet sector

Entrepreneurial mind-set, focused on growing the business and establishing a reputation for excellence

Ability to deliver top results in short time frames

Highly success-based compensation structures align interests of clients and NOAH Advisors, and demonstrate conviction to deliver top results

Creative deal solutions

September 2015

December 2014

September 2014

October 2014

May 2014

Sale of a 70% stake in

to

Exclusive Financial Advisor to Drushim and its Shareholders

Sale of 100% of

for $800m to

Exclusive Financial Advisor to Fotolia and the Selling Shareholders

Sale of 100% of

for €80m to

Exclusive Financial Advisor to Trovit and its Shareholders

Sale of controlling stake in

to

Exclusive Financial Advisor to Facile.it and its Shareholders

sold 100% of

for $228m to a joint venture between

Exclusive Financial Advisor to Yad2 and its Shareholders

Unique Industry Know-How

Unmatched Network and Relationships

Strong Investment Banking Competence

Full Commitment - We Are Entrepreneurs!

EUROPE’S LEADING INTERNET CORPORATE FINANCE BOUTIQUE

September 2016October 2016

May 2016

Investment in

by

Financial Advisor to Oakley Capital

Exclusive Financial Advisor to 10Bis and its Shareholders

®

Marco RodzynekManaging Director & Founder

[email protected]

Jan BrandesManaging Director

[email protected]

Justus LumpeManaging Director

[email protected]

The NOAH Advisors Core Banking Team

Nikhil ParmarDirector

[email protected]

10Bis Drushim

Acquisition of a Majority Stake in

by

from

at a valuation of €300m

Investment in

Exclusive Financial Advisor to KäuferPortal and its Shareholders

by

84% Ownership