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the Paris Institutional Investor market Charles Atherton & Partners

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A brief description of my IR activities

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the Paris Institutional Investor market

Charles Atherton & Partners

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IntroductionThank-you for opening our presentation on Paris.

Everyone rightly pays great attention to the US and UK markets.

Paris, with over €2,200bn in assets under management, deserves more than a passing visit.

It is the world’s 2nd largest fund market (€1,300bn) and more complex than the other European markets.

Our role is to match the right investor to your company’s profile – giving you the opportunity to create a long term shareholder relationship.

I look forward to ensuring your success.

Charles Atherton

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Major features of Paris

€2,200bn assets under management€1,300bn invested in UCITS and

€500bn in equity style funds10 sell side houses with analysts4 leading managers with + €100bn

a.u.m.70+ midsize managers buying into

European small and mid caps

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Evaluating your Paris IR contacts

By analyzing your existing contact base we can identify and provide the missing links

Regular updating will alert you to new investment opportunities as contacts move around the market

Attitude research will show how you are perceived and meeting investors’ expectations

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Developing new investor contacts

We can identify new investor contacts from our data to match your company profile

Arrange new contact opportunities to cover one or two days in Paris

By obtaining market feedback on investment attitudes and opinions on your company you will know how to react

Finally ongoing support for contacts to benefit your progress in Paris

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Our European client base

Aldata, Alma Media, Fortum, Kesko, M-real, Neste Oil, Outokumpo, Partek, Rukki, Sampo, Stora Enso,

Lundbeck Depfa Bank Ballis, Forthnet, Neochimiki, Nikas, Plaisio Dockwise, Heijmans Cermaq, Hafslund, Kenor, Kverneland, Sevan

Marine Gunnebo, Nobia, Swedish Match Givaudan

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Fee structure

Our fees are adapted to your requirements for a single project or an ongoing contract

Based on a basic shareholder evaluation through to a two day visit in Paris

A minimum charge is €2,000 with a daily rate base dependant on the shareholder and market cap size

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Charles Atherton

20 years financial communications experience in the City of London

In 1982 moved to Paris and launched the first international financial agency

1989 elected member of America’s National Investor Relations Institute after Anheuser Busch’s European listing.

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The Partners

We are privileged to have with us as consulting partners :

An English Chartered Accountant - a former fund manager and broker

A French Certified Investment Analyst An American financial copywriter An American Strategic Media

Communications expert A French financial copywriter A French bi-lingual adviser

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Charles Atherton & Partners

Paris

Tel: 33 1 49 10 06 22 Mobile: 33 6 23 17 66 07

E-mail: [email protected]