wim van der beek
TRANSCRIPT
Do not put content on the brand signature area
Do not put content on the brand signature area
Blue (water) RGB 0 | 115 | 129
Green (nature) RGB | 0 | 117 | 92 |
Light brown (sand) RGB | 190 | 158 | 85 |
Warm brown (soil) RGB | 179 | 100 | 8 |
Dark brown (dark clay) RGB | 87 | 47 | 8 |
Black RGB | 0 | 0 | 0 |
White RGB | 255 | 255 | 255 |
COLOR SCHEME
Goodwell MASTER SLIDE
REGULAR
Brown red (warm soil) RGB | 153 | 51 | 0 |
7 October 2010
Swisspartners
Private equity investing in financial inclusion: Returns and impact, risks and opportunities
Wim van der Beek, Goodwell Investments
TBLI Zurich, 14 november 2013
Do not put content on the brand signature area
Do not put content on the brand signature area
COLOR SCHEME
Goodwell MASTER SLIDE
REGULAR
Blue (water) RGB 0 | 115 | 129
Green (nature) RGB | 0 | 117 | 92 |
Light brown (sand) RGB | 190 | 158 | 85 |
Warm brown (soil) RGB | 179 | 100 | 8 |
Dark brown (dark clay) RGB | 87 | 47 | 8 |
Black RGB | 0 | 0 | 0 |
White RGB | 255 | 255 | 255 |
Brown red (warm soil) RGB | 153 | 51 | 0 |
Goodwell Investments - Introduction
Nigeria South Africa Ghana India The Netherlands
- PE/VC firm focused on financial inclusion & SMEs - Started in 2005, hands on model, local presence in Africa and India - Currently 5 funds, USD 100 million capital - 16 portfolio companies, serving 6 million families, USD 1.2 billion loans,
savings and other services - New fund in 2013/2014: EUR 50 mln for financial inclusion in Africa
Do not put content on the brand signature area
Do not put content on the brand signature area
COLOR SCHEME
Goodwell MASTER SLIDE
REGULAR
Blue (water) RGB 0 | 115 | 129
Green (nature) RGB | 0 | 117 | 92 |
Light brown (sand) RGB | 190 | 158 | 85 |
Warm brown (soil) RGB | 179 | 100 | 8 |
Dark brown (dark clay) RGB | 87 | 47 | 8 |
Black RGB | 0 | 0 | 0 |
White RGB | 255 | 255 | 255 |
Brown red (warm soil) RGB | 153 | 51 | 0 |
Some investors
Do not put content on the brand signature area
Do not put content on the brand signature area
Blue (water) RGB 0 | 115 | 129
Green (nature) RGB | 0 | 117 | 92 |
Light brown (sand) RGB | 190 | 158 | 85 |
Warm brown (soil) RGB | 179 | 100 | 8 |
Dark brown (dark clay) RGB | 87 | 47 | 8 |
Black RGB | 0 | 0 | 0 |
White RGB | 255 | 255 | 255 |
COLOR SCHEME
Goodwell MASTER SLIDE
REGULAR
Brown red (warm soil) RGB | 153 | 51 | 0 |
Stereotype Actual Clients
Financial inclusion – busting the myths
Do not put content on the brand signature area
Do not put content on the brand signature area
Blue (water) RGB 0 | 115 | 129
Green (nature) RGB | 0 | 117 | 92 |
Light brown (sand) RGB | 190 | 158 | 85 |
Warm brown (soil) RGB | 179 | 100 | 8 |
Dark brown (dark clay) RGB | 87 | 47 | 8 |
Black RGB | 0 | 0 | 0 |
White RGB | 255 | 255 | 255 |
COLOR SCHEME
Goodwell MASTER SLIDE
REGULAR
Brown red (warm soil) RGB | 153 | 51 | 0 |
Financial inclusion – busting the myths
Stereotype Actual Clients Poor women, micro-
entrepreneurs Men and women, poor and low income families, small business owners
Products Microcredit Savings, remittance (mobile), insurance, credit
Financial institutions
MFIs (NGOs) S&Ls, co-ops, local banks, non-bank financial institutions
Funding Microfinance funds, development finance (est USD 8-10 billion)
Savings, local banks, local capital markets (est USD 50-100 billion)
Do not put content on the brand signature area
Do not put content on the brand signature area
COLOR SCHEME
Goodwell MASTER SLIDE
REGULAR
Blue (water) RGB 0 | 115 | 129
Green (nature) RGB | 0 | 117 | 92 |
Light brown (sand) RGB | 190 | 158 | 85 |
Warm brown (soil) RGB | 179 | 100 | 8 |
Dark brown (dark clay) RGB | 87 | 47 | 8 |
Black RGB | 0 | 0 | 0 |
White RGB | 255 | 255 | 255 |
Brown red (warm soil) RGB | 153 | 51 | 0 |
Market opportunity
Do not put content on the brand signature area
Do not put content on the brand signature area
Blue (water) RGB 0 | 115 | 129
Green (nature) RGB | 0 | 117 | 92 |
Light brown (sand) RGB | 190 | 158 | 85 |
Warm brown (soil) RGB | 179 | 100 | 8 |
Dark brown (dark clay) RGB | 87 | 47 | 8 |
Black RGB | 0 | 0 | 0 |
White RGB | 255 | 255 | 255 |
COLOR SCHEME
Goodwell MASTER SLIDE
REGULAR
Brown red (warm soil) RGB | 153 | 51 | 0 |
Investment in Nigeria
Pagatech mobile payments company • Almost 1 mln users and 3,500 agents since they launched in April
2011
• Opportunity: the future of affordable financial services and the increase in outreach is in technology, given the substantial infrastructural barriers. Leapfrogging financial sector development stages (e.g. mobile phones and internet) and adopt new technology applications quickly (M-Pesa, Kenya)
• Goodwell 1st institutional investor, co-investors Draper, Adlevo, Capricorn, Acumen
• Follow-on equity rounds 2012 & 2013
Do not put content on the brand signature area
Do not put content on the brand signature area
COLOR SCHEME
Goodwell MASTER SLIDE
REGULAR
Blue (water) RGB 0 | 115 | 129
Green (nature) RGB | 0 | 117 | 92 |
Light brown (sand) RGB | 190 | 158 | 85 |
Warm brown (soil) RGB | 179 | 100 | 8 |
Dark brown (dark clay) RGB | 87 | 47 | 8 |
Black RGB | 0 | 0 | 0 |
White RGB | 255 | 255 | 255 |
Brown red (warm soil) RGB | 153 | 51 | 0 |
Investment in Ghana
Nwabiagya Rural Bank in Central Ghana • Community-owned bank with over 110,000 clients, mainly
depositors
• Total assets USD 20 mln, RoE 23%, PAR>30 of 2.6%
• Opportunity:
• Rural areas are more underserved than cities
• One of the best rural banks out of a total of 140, of which many are ailing. Consolidation in the sector is badly needed. NRB aims to play a role in this.
Do not put content on the brand signature area
Do not put content on the brand signature area
COLOR SCHEME
Goodwell MASTER SLIDE
REGULAR
Blue (water) RGB 0 | 115 | 129
Green (nature) RGB | 0 | 117 | 92 |
Light brown (sand) RGB | 190 | 158 | 85 |
Warm brown (soil) RGB | 179 | 100 | 8 |
Dark brown (dark clay) RGB | 87 | 47 | 8 |
Black RGB | 0 | 0 | 0 |
White RGB | 255 | 255 | 255 |
Brown red (warm soil) RGB | 153 | 51 | 0 |
Goodwell Risk Management Framework
Goodwell level Selecting partners with shared vision
Responsible Investment Principles
Sector initiatives
MFI level Selecting investees with dual mission
Social and environmental management systems
Governance, capacity building programmes
Client level Exclusion lists Client protection principles
Credit +, market linkages, education and health programs
Screening Engagement Active involvement
Do not put content on the brand signature area
Do not put content on the brand signature area
Blue (water) RGB 0 | 115 | 129
Green (nature) RGB | 0 | 117 | 92 |
Light brown (sand) RGB | 190 | 158 | 85 |
Warm brown (soil) RGB | 179 | 100 | 8 |
Dark brown (dark clay) RGB | 87 | 47 | 8 |
Black RGB | 0 | 0 | 0 |
White RGB | 255 | 255 | 255 |
COLOR SCHEME
Goodwell MASTER SLIDE
REGULAR
Brown red (warm soil) RGB | 153 | 51 | 0 |
7 October 2010
Swisspartners
Els Boerhof Wim van der Beek [email protected] [email protected] +31 6 54793713 +31 646080801/
+27 763634203 www.goodwell.nl Twitter @GoodwellInvest
Do not put content on the brand signature area
Do not put content on the brand signature area
Blue (water) RGB 0 | 115 | 129
Green (nature) RGB | 0 | 117 | 92 |
Light brown (sand) RGB | 190 | 158 | 85 |
Warm brown (soil) RGB | 179 | 100 | 8 |
Dark brown (dark clay) RGB | 87 | 47 | 8 |
Black RGB | 0 | 0 | 0 |
White RGB | 255 | 255 | 255 |
COLOR SCHEME
Goodwell MASTER SLIDE
REGULAR
Brown red (warm soil) RGB | 153 | 51 | 0 |
Disclaimer
This presentation is made basis to a limited number of international investors for the purpose of providing certain information about Goodwell’s activities. This presentation does not constitute an offer to any person, including the addressees of the presentation, to acquire any interest in any activities of Goodwell. It is for the private and exclusive use of the addressee to whom it is provided, including its employees, officers and advisors. This presentation may not be reproduced, circulated, published, copied or disclosed to others or used for any other purpose. By accepting delivery of this presentation, the recipients agree to the foregoing and agree to keep strictly confidential the information contained herein. The information included in this document is subject to change, correction, updating and amendment.