FINANCING FACEBOOK, THE ROLE OF SWFs IN A RESTRUCTURING GLOBAL ECONOMY and CREATING KLEINER

PERKINS and ATOMICO in (Mozambique/Colombia/Indonesia)

Jim de WildeMcGill Global Management BComm

October 15, 2014jdewilde@ca.inter.net

NEW TRENDS and NEW PLAYERS: SOVEREIGN WEALTH FUNDS

SOFAZ

Azerbaijani State Oil Fund purchases real estate in South Korea http://en.trend.az/business/finance/2258097.html

AZERBAIJAN -KOREA

BRIDGE 2014

Sohrab Ahmari in yesterday’s WSJ: http://online.wsj.com/articles/iran-tries-to-open-for-business-1413135020

NEW TRENDS AND NEW PLAYERS –WILL IRAN BE THE NEXT KOREA?

http://michael-hudson.com/2011/03/norways-oil-fund-is-it-realizing-its-full-potential/

http://www.ft.com/intl/cms/s/0/c2671924-69b8-11e3-aba3-00144feabdc0.html#axzz3G5OsoFeb

NEW TRENDS AND NEW PLAYERS: NORWEGIAN PENSION FUNDS

http://www.theguardian.com/technology/2014/jul/25/facebook-valuation-billions-market-buy-sell-profit

$192 billion means

http://mashable.com/2014/05/30/facebook-acquisitions/

Facebook Has Spent $22 Billion on Acquisitions. That's Equal to the GDP of Uganda (Mashable)

NEW TRENDS AND NEW PLAYERS IS FACEBOOK A “NATIONAL CHAMPION”?

http://www.ft.com/intl/cms/s/0/1ae03eac-e103-11e3-875f-00144feabdc0.html

NEW INVESTMENT STRATEGIES: BRAZILIAN INVESTMENT IN PRESERVATION

http://www.howwemadeitinafrica.com/what-we-can-learn-from-olams-success-in-africa/41200/

http://www.ft.com/intl/cms/s/0/5f31ab60-4ae7-11e4-839a-00144feab7de.html#axzz3G4MByu6V

NEW INVESTMENT STRATEGIES: AGRIBUSINESS - OLAM

http://www.ft.com/intl/cms/s/0/1df5c6ae-430d-11e4-9a58-00144feabdc0.html

Will the BRICs and CIVETs (*) bring back public capital markets as the middle class grows in Indonesia etc.

* No one uses CIVET any more, but BRICs doesn’t work either and high growth

emerging economies is not a great acronym.

NEW INVESTMENT STRATEGIES Indonesia develops a retail brokerage

http://thenextweb.com/africa/2013/06/17/rocket-internets-e-commerce-startup-jumia-raises-35m-as-its-passes-500000-customers-in-nigeria/

http://www.dw.de/rocket-internet-disappoints-in-market-debut/a-17969496

NEW INVESTMENT STRATEGIES: Rocket Invests in Nigeria

http://www.slate.com/articles/technology/the_next_silicon_valley/2013/12/all_the_next_silicon_valleys_a_world_map_of_aspiring_tech_hubs.html

The next big thing is Agrichemical Valley or……… http://www.nytimes.com/2014/10/13/business/venture-capitalists-return-to-backing-science-start-ups.html?_r=0

INNOVATION DRIVES THE GLOBAL ECONOMY but it will be different technologies in the next big

thing

http://www.vcpost.com/tags/samsung-ventures

SAMSUNG VENTURES strategy (selected portfolio)

….and still the basis of global commerce (for perspective)

http://www.nytimes.com/2014/10/05/business/international/aboard-a-cargo-colossus-maersks-new-container-ships.html

MAERSK

Kleiner Perkins Atomico

http://venturebeat.com/2013/03/19/5-things-you-need-to-know-about-venture-capital-in-brazil/

http://thenextweb.com/la/2013/05/27/why-brazils-e-bricks-digital-is-launching-a-100-million-venture-capital-fund/

Starting Kleiner Perkins of Atomico in Mozambique

New growth with new partners in the restructured global economy

Access to capital + designing the right vehicles to attract investment determines competitiveness

New players redefine capitalism (longterm returns versus short fixes, power of financially-engineered national champions with longterm horizons, significance of acquisition capital in a slow-growth global economy)

Linking entrepreneurs to venture capital defines the growth strategy of the global capital market.

IMPLICATIONS FOR GLOBAL STRATEGIES