ALMIGHTY ONE SLIDE SHOW

A L M I G H T Y ONE, LLC.
M ENTERTAINMENT, LLC.
One Market Street
Spear Tower, 36th Floor
San Francisco, California 94105

2014 - 2017 Portfolio
Investment Thesis & Production Company
September 5, 2013
Confidential
2013. Confidential. All Rights Reserved. 2

Foreword:
 On a stand alone basis, the expected returns of independent films and
television series are generally difficult to predict.
 The performance of a diversified portfolio, however, can be calculated
within a relatively narrow range based on the historical performance of
thousands of films and series released over the past decades.
 Over the last 20 years, production studios have consistently generated
ROIs in excess of 8% per year over the prevailing risk free rate.
 M ENTERTAINMENT believes that a slate of movies and television
series produced in Mexico for the Hispanic market (both, within the
U.S. and throughout Latin America), can produce returns higher than
those of the industry as a whole given the significantly lower production
costs and the favorable market demographics, as further described
herein.

M ENTERTAINMENT is bringing together
Mexico’s top producers, directors and
post-production houses to create original
content for the underserved Hispanic film
& television markets…

Investment
Thesis

A L M I G H T Y ONE, LLC. 2013. Confidential. All Rights Reserved. 6
-
200
400
600
800
1,000
1,200
1950 1960 1970 1980 1990 2000 2010 2020 2030 2040 2050
Millions
Historic & Projected Population in The Americas
Non-Hispanic Hispanic Origin
Source: The U.S. Census Bureau, Wikipedia, BlatantWorld.com
As of 2010, there were
50 million Hispanics
living in the U.S. and
over 530 million more
throughout the
Americas.
Over the next 35
years, nearly all of the
population growth in
the continent is
expected to be
Hispanic.
Hispanics represent nearly all the growth in our
continent...

Hispanics have reached critical mass in most U.S.
metropolitan areas...
San
Francisco
25%
LA
48%
Phoenix
32%
Dallas
30%
Chicago
23%
Miami
50%
New York
24%Denver
22%
Houston
37%
Hispanics are now
either the majority, or a
critical mass in most
major metropolitan
areas of the U.S.
Source: The Nielsen Company, 2011 TV Universe Estimates. HA18-49

U.S. Hispanics report the highest annual movie
attendance per capita...
3.5 3.7
5.3
5
0
1
2
3
4
5
6
7
8
Caucasian African American Hispanic Other
Per Capita Annual Attendance by Ethnicity
2009
2010
2011
Source: Motion Picture Association of America.
Over the past few
years, Hispanics lead
the pack attending
movie theaters on
average once every 2
months.

Hispanics represent 22% of all domestic tickets
sold, figure growing every year...
2011 Domestic Ticket Sales
Caucasian
Hispanic
African
American
2011 Total Box Office: $10.2 billion
2011 Total Moviegoers: 221.2 million
2011 Total Admissions 1.3 billion
In 2011, Hispanics
spent $2.8 billion at the
domestic box office.

Mexico also represents a large & exciting market...
• 115 million people & growing strong
• Ranks 6th in the world in film spectators
• Ranks 11th in world’s box office revenue
• 5,100 movie screens
0 2 4 6 8 10 12 14 16
Japan China France U.K. India Germany Russia Australia South Korea Italy Mexico
Top International Markets
(2012 Box Office in US$ Billion)
Source: Motion Picture Association of America & M ENTERTAINMENT
estimates.

Film screens in Mexico have more than doubled in 10
years...
Source: Instituto Mexicano de Cinematografía.
0 1000 2000 3000 4000 5000 6000
2000
2001
2005
2006
2007
2008
2009
2010
2011
2012
Number of Screens in Mexico

Today, 2 companies control over 80% of the screens in
Mexico…
Source: Instituto Mexicano de Cinematografía - Av. Insurgentes Sur No. 674, Colonia
del Valle. Delegación Benito Juárez. México D.F. 03100. Teléfono 5448 5300
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Box Office Attendance Screens Theaters
Other
Cinemark
Cinemex
Cinepolis
Mexican Exhibitors
2012 Market Share

0 50 100 150 200 250 300 350
2007
2008
2009
2010
2011
2012
Mexican films U.S. films Other country films
The number of films exhibited in Mexico in recent years
has remained stable…
Source: Instituto Mexicano de Cinematografía - Av. Insurgentes Sur No. 674, Colonia
Films by Origin

The Mexican box office is growing at an attractive rate…
0 200 400 600 800 1000
2007
2008
2009
2010
2011
2012
Mexico’s Gross Box Office
Million US$
Source: © Instituto Mexicano de Cinematografía - Av. Insurgentes Sur No. 674, Colonia

Film distribution is fragmented...
Source: M ENTERTAINMENT, LLC.
214
131
121
111
105
100
75
73
42
38
31
23 22 20
2007-2012 Titles Released by DistributorGussi
Videocine
Fox
Sony
WB
UPI
Disney
PPI
Zima
Quality
Alphaville
Corazon
Cinemas
Azteca
Tier 1

With many foreign and domestic players...
14
11
10
9
66
5
4
4
3
3
3
3
2
2
2
2
2 11111111
2007-2012 Titles Released by DistributorFilm House
David
MAC
BVI
Canana
Imcine
Mercamedia
Ciel
MV Films
Arthouse
Cosmo
Fantastic
Tarantula
Canna
DCN
Decine
Nat'l Geo
Star
Cineteca
Corona
Distribucine
Distribution
Gabriel
Latina
Mediaquest
Urban Fest
Tier 2
Source: M ENTERTAINMENT, LLC.

Home grown content in Mexico has lots of room to grow...
• Despite having very strong cultural traits, the Mexican
market mostly watches foreign productions subtitled or
dubbed into Spanish.
• Only a handful of domestic films can compete with U.S. and
foreign productions. The principal limiting factors have been
lack of capital and international appeal.
• Prime time television is dominated by low quality soaps
produced by the market’s duopoly. Recently however, the
market is increasingly looking for alternatives.
• Domestic and international sports make up most of the
weekend programming.
• Telmex could disrupt the status quo with a VOD alternative.
It is however lacking original content (with similar situations
developing for Netflix, YouTube and other VOD players).

Latin America is poised for continued growth...
 Latin America represents the fastest growing market
in the world.
 Latin America, excluding Mexico, adds roughly
another 5,000 screens and nearly $2 billion in annual
Box office sales.
% Change
11 vs. 10
% Change
11 vs. 07
U.S. & Canada -4% 6%
Europe, M. East & Africa 4% 24%
Asia Pacific 6% 38%
Latin America 24% 86%
Total 7% 35%
$0.0
$0.5
$1.0
$1.5
$2.0
$2.5
$3.0
2007 2008 2009 2010 2011
Latin America Box Office
Billion of US$

In 2011, all Hispanic markets combined reached nearly
$5 billion in box office sales...
2011 Hispanic Box Office
(US $4.85 billion)
U.S. Hispanic Market
Mexican Market
Rest of Latin America
Source: Motion Picture Association of America.2013. Confidential. All Rights Reserved. 19

Hollywood blockbusters are well received by Hispanics...
Top 10 Movies by gross box office in Mexico:
Movie Title Distributor Gross Mexico Release Date Release Year
The Avengers (2012) Disney $61,748,523 27-Apr 2012
Toy Story 3 Disney $59,382,044 18-Jun 2010
Ice Age: Continental Drift Fox $46,845,581 28-Jun 2012
Avatar Fox $44,229,043 17-Dec 2009
Ice Age: Dawn of the Dinosaurs Fox $39,389,248 3-Jul 2009
Spider-Man 3 Sony $36,846,766 4-May 2007
Harry Potter and the Deathly Hallows (Part Two) WB $34,163,720 15-Jul 2011
The Dark Knight Rises WB $31,845,456 27-Jul 2012
Alice in Wonderland (2010) Disney $31,347,734 5-Mar 2010
Transformers 3 PPI $30,502,854 1-Jul 2011
(2007 to 2012)

Mexican productions can do well too, but they are few and
often lack funding & international distribution...
Top 10 “Mexican” Movies by gross box office:
Movie Title Distributor Box Office (US$) Release Date Release Year
Y tu Mama También Warner Sogefilms $33,616,692 8-Jun 2001
El Crimen del Padre Amaro CP $26,996,738 16-Aug 2002
La Misma Luna Fox $23,311,391 20-Mar 2008
Amores Perros Nu Vision $20,908,467 16-Jun 2000
Don Gato y su Pandilla Sherlock Films $15,066,652 22-Jun 2011
Una Película de Huevos Videocine $12,597,788 21-Apr 2006
Rudo y Cursi UPI $11,091,868 19-Dec 2008
Kilómetro 31 Videocine $10,963,219 2-Feb 2007
No eres Tú Soy Yo WB $9,918,017 27-Aug 2010
Otra Película de Huevos y Un Pollo Videocine $8,583,678 20-Mar 2009
TOTAL $173,054,510
(2000 to 2012)

Many of Mexico’s most successful films have been
produced with budgets of less than $5 million
Movie Title
Production Budget
(US$)
Y tu Mama También $5,000,000
El Crimen del Padre Amaro $1,800,000
La Misma Luna (est.) $5,000,000
Amores Perros $2,400,000
Una Película de Huevos $1,420,000
Kilómetro 31 $5,000,000
For example...
Note: Production costs of remaining Top 10 were not published. M ENTERTAINMENT believes none
exceeded $5 million.

Production
Company

ALMIGHTY ONE, LLC. (the “Company”)
 The Company will produce a multi-genre portfolio of
feature films and television series capable of engaging
and inspiring Hispanic audiences in the U.S. and
throughout Latin America.
 The Company will also be responsible for all activities
related to the commercialization of its
portfolio, including the negotiation of upfront minimum
guarantee contracts and the execution of licensing and
distribution agreements throughout the portfolio’s
useful life.
 The manager of the Company is M
ENTERTAINMENT, LLC.

Mission:
To convey engaging stories that uplift the human spirit.
Vision:
To spearhead a renaissance of independent film and
television making in Latin America.
Objectives:
(i) To produce a commercially successful portfolio that
showcases Hispanic history, culture and folklore, and
(ii) to maximize the returns generated by such portfolio
by licensing its commercial rights.
ALMIGHTY ONE, LLC.

Our team understands the Hispanic
market and looks forward to utilizing its
talent and resources to produce a
commercially successful portfolio with a
pan-regional appeal.

The 2014 – 2017 Portfolio:
Over the next 4 years, the Company seeks to produce:
At a combined cost of $78 million U.S. dollars, budget that takes into consideration the substantially
lower production costs and the pulling of post-production resources.
12
Feature
Films
Multiple genres
Median. cost of $5 Mil.
3
TV
Series
@ 13 episodes
Multiple genres
Avg. cost of $2 Million

Portfolio content guidelines:
 We welcome films with universal themes adapted into storylines that Hispanic audiences identify with.
 Stories that evoke fundamental human virtues, such as family, friendship, honor, spirituality, life wisdom.
 From emerging Latin American writers covering current affairs to proven classics adapted into screenplays.
 Emphasizing depth of characters over action scenes and visual effects.
 Averaging production costs that mimic the top grossing Hispanic films, at around $5 million dollars.
 Diversifying portfolio through multiple genre selection.
Selection process:
 Combined oversight of portfolio selection process.
 Candidates identified by the Manager and presented to the Advisory Board.
 Anticipated script development of up to 12 months based on advisory input.
 Co-producers must contribute a minimum of 20% of total production budget.
 Minimum production of 7 films and 1 television series based on minimum closing amount (see Term Sheet).

Portfolio assets:
 A short list of films and television series
have passed our initial criteria, ranging
from $2 to $9 million.
 Actual budgets, production timelines and
expected release are subject to our initial
closing.
 Many other films and series are currently
being screened, with an ample pool of
candidates across multiple genres and
budgets.

Expected Box Office performance:
$450 million
Worldwide gross Box Office:
Expected total portfolio performance, including other film-revenue and television series
projections, available on a separate Excel spreadsheet.

 The Company will offer qualified investors an
opportunity to purchase Class A and Class B
Membership Interests in the minimum aggregate
amount of forty five million U.S. dollars ($45,000,000)
and up to the maximum aggregate amount of seventy
seven million five hundred thousand U.S. dollars
($77,500,000) in Units of $500,000 each with a
minimum investment of one Unit.
 A Term Sheet further describing the offering is
available upon request. For further information please
contact: manuel.monroy@almightyfunds.com
Investment opportunity:

Appendix A
Luis Mandoki
Luis is an acclaimed
Mexican director with a
prolific career that spans
four decades. His films
have earned Oscar
nominations and several
international awards.
Alexander Kitman Ho
Alex is an experienced
filmmaker, known for
blockbusters features
produced in association
with Oliver Stone.
Manuel Monroy Petersen
Manuel is a former
partner and managing
director at McKinsey &
Co.
Manuel Monroy Noriega
Manuel is the founder of
M ENTERTAINMENT and
has 20 years of
experience in corporate
finance and strategic
planning.
Alejandro Ramirez
Magaña
Alejandro is the President
and CEO of
Cinépolis, Mexico’s
largest exhibitor, with over
205 multiplexes (approx.
3,000 screens) covering
most of the country.
Roberto Sneider
Roberto is the Founder
and President of La
Banda Films, a production
company based in
Beverly Hills, CA., serving
the U.S. Hispanic market.
He is also an acclaimed
Director and Oscar
nominated producer.
Alfonso Cuarón
Alfonso is an acclaimed
Mexican film director,
screenwriter, producer
and editor, best known for
his films Harry Potter and
the Prisoner of Azkaban
(2004) and Pan’s
Labyrinth (2006).
Anna Roth
Anna is an experienced
production manager. She
has worked in several
capacities over a period of
25 years. She is well
known for her work as
second unit director in
Titanic (1997).
Ivar Axel Gundersen
A graduate of the London
International Film School,
Ivar has provided advisory
and consultancy services
in motion picture finance,
production and
distribution for Investment
Banks and private
investors.
Javier de la Calle Pardo
From 2007 to 2012 Javier
served as CEO of IXE
Banco, a retail bank
designed to serve
Mexico’s affluent class.
Jorge Rangel de Alba
Jorge is the President of
CI Banco Institucion de
Banca Multiple, a regional
retail bank established in
1984 with 137 branches
across Mexico’s most
important cities.
Mónica Lozano Serrano
Mónica is a Mexican
executive producer with
over 17 years of
experience in the industry.
Since 2002, she has
produced or co-produced
27 feature films, including
some of Mexico’s top
grossing films.
Lisa Frodsham Spalla
Lisa is an Emmy-
nominated producer and
TV executive with over 20
years of experience
working in Hollywood.
Pedro Langre Rosado
Pedro is the appointed
CEO in Mexico of Oxford
Leadership Academy, an
international organization
that provides leadership
and executive
development programs.
Rodrigo Garcia
Rodrigo is an
accomplished film and
television director. He is
also the son of Colombian
writer Gabriel García
Márquez (1982 Nobel
Prize in Literature) and of
Mercedes Barcha Pardo.
Jose Luis Garza Alvarez
Jose Luis is the CEO of
Interjet, Mexico’s largest
low-cost airline.
Manager & Advisor Bios:

ALMIGHTY ONE SLIDE SHOW

Recommandé

Recommandé

Contenu connexe

En vedette

En vedette (7)

Similaire à ALMIGHTY ONE SLIDE SHOW

Similaire à ALMIGHTY ONE SLIDE SHOW (20)

Dernier

Dernier (20)

ALMIGHTY ONE SLIDE SHOW