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NIRI: Communications Practices
Telling the company story in three different regions
The multi-region view
Rupert Della-Porta, COO
November 2012
Atlantic Equities LLP
25 Copthall Avenue
London
EC2R 7BP
Agenda
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Introduction
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Evolution of global money management
•
•
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How it is changing
–
Impact of changes
Finding the money
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Where it is
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Who runs it
Opportunity offered by sellside demand for NDR’s
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Evolution of global money management
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How it is changing
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BRICS, pan European, global thematic – all of these are driving a more global approach
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Sellside research firms now support the buyside better
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Europe a global center
Impact of these changes
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Greater competition for investment capital
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Emphasis on valuation and cash flow usage
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Finding the money
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Fund groups now straddle the world
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As a result....
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Local knowledge is essential
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Be disciplined: Will they buy?
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Focus on the “alpha” of meetings and the ROI of the trip
The US Commerce Department estimates that 10% of US stock is currently
held outside of the US.
We estimate that 8% of this is held in Europe. Given the lack of total
transparency due to 13F filing loopholes it can be assumed that the percentage
is even higher.
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