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Colombian Markets. Invertrust Diego Rodriguez BPE Advanced Communication Skills Georgetown University Dic-16-09.

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Presentation on theme: "Colombian Markets. Invertrust Diego Rodriguez BPE Advanced Communication Skills Georgetown University Dic-16-09."— Presentation transcript:

1 Colombian Markets

2 Invertrust Diego Rodriguez BPE Advanced Communication Skills Georgetown University Dic-16-09

3 Overview Alternative Investment Business Opportunity Management team Marketing Plan SWOT Analysis Financial Analysis Conclusion

4 Alternative Investment Real Estate Commodities Private Equity – Venture Capital Exchange Traded Funds (ETFs) Hedge Funds

5 Business Opportunity Market focus on traditional investments Alternative market is in its infancy Historical low fixed rates

6 Management team

7 Investment professional managers Diego Rodriguez (CEO) Daniel Arguelles (VP Trading Strategies) Carlos Cortez (Co-VP Trading Strategies)

8 Management team Operation and control members Ivan Ramirez (COF) Staff members Ricardo Urrutia Antonio Vargas Alejandro Olivares Jose Maria De Valenzuela Price Waterhouse Coopers

9 Marketing Plan Product Investment Management company Focus on Alternative Investments First Colombian Hedge Fund

10 Marketing Plan 100,000 billions total market share Place (distribution) Wealthy investors Institutional accounts

11 Price Management Fee (2% - 3%) Success Fee Benchmark Beat It 30% of the extra profit Marketing Plan

12 Promotion Business Magazines Golf, Tennis, and Polo tournaments Brochures A lot of networking Marketing Plan

13 SWOT Analysis Strengths Management team Business model proved overseas Intra - entrepreneur experience Focus on emerging markets Immediate incomes possibilities Weaknesses Track record New Company Opportunities New local business Emerging markets behavior Current Global Financial Crisis Threats Bad performance International competitors

14 Financial Analysis

15 Conclusion Alternative Investment Business Opportunity Management team Marketing Plan SWOT Analysis Financial Analysis


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