1. Tovah M. Thompson
Profile
THE WOLF GROUP
Tmp.worldwide
PRESENTATION DESIGN
VISUAL SUPPORT
CONTENT DEVELOPMENT
GRAPHIC DESIGN
VISUAL DATA
BRANDING
INFOR GRAPHICS
3. OUR FIRM AT A GLANCE
Learn about our business standards
4. WHAT WE DO.
We provide a wide range of financial services
to a substantial and diversified client base
that includes corporations, financial
institutions, governments and high-net-
worth individuals. Learn more about our
businesses.
5. LEARN HOW GOLDMAN COMMTS TO:
People, capital, and ideas to help our clients, shareholders, and the communities
we serve…
Investment Banking
Overview
Securities
Management
Investing & Lending
Engineering
6. About Citi
Citi, the leading global bank, has approximately 200
million customer accounts and does business in more
than 160 countries and jurisdictions. Citi provides
consumers, corporations, governments and institutions
with a broad range of financial products and
services, including consumer banking and
credit, corporate and investment banking, securities
brokerage, transaction services, and wealth
management
7. Citi Branching
Raising Needs
Capital Market
Organization
01
Diverse
Markets and
Security Service
03
Case Management
Treasury and Trade
Solutions
05
Service
Corporate and
Investment Banking
02
Commitment
Private Banking
04
8. You. The Core of our Business.
Consumer Businesses
CAPITAL MARKET
CORPORATE AND INVESTMENT BANKING
MARKET AND SECURITIES SERVICE
PRIVATE BANKING
TREASURY TRADE SOLUTIONS
9. Learn More About MasterCard
Changing the way the world does Business...
10. About Us
For more than four decades, MasterCard has been a driving force at
the heart of commerce, making the global economy safer, more
efficient, more inclusive and more transparent for all…
As a Processor, MasterCard has wired the world for commerce
through the MasterCard Worldwide Network-connecting financial
institutions, merchants and cardholders with payment processing
services that ensure their payment experience is...
11. Our Economic Landscape
Here are just some of the many examples of information
that help decision makers better understand our
economic landscape.
• Working Innovation is our Focus.
• Strength in Partnership
• Strategy & Drive of Growth
14. Warburg Pincus is a leading global private equity
firm
We are committed to the success of our investors:
• Capital First Limited
• Builders First
• Explora Petrolium
• First Green Partner
• Lemon Tree
• Metroplitan Healthcare
16. For Internal Use Only / Not for Distribution to the Public
Franklin Solutions
February, 2015
J Carter Bailey Jr.
SVP, Institutional Sales
17. Product Training Session 2015
Structuring a Tax Efficient Vehicle
with Good Governance
Investment Philosophy
17
As private equity real estate multimanagers, we link our clients to what we believe are the best non-core opportunities and
operators in the real estate market across the globe:
Identifying Best Real Estate Trends and
Opportunities – Globally
Carefully Selecting Local Managers with
Proven Experience and Properties with
a Solid Business Plan
18. This material is intended solely for the recipient and should not be reproduced, copied or re-transmitted.
For Institutional / Professional Investors Only. Not For Distribution To Retail Investors.
Franklin Templeton Private Real Estate Fund II
Structuring a Tax
Efficient Vehicle
with Good
Governance
Franklin Real Asset Advisors
Investment Philosophy
18
As private equity real estate multimanagers, we link our clients to what we believe are the best non-core opportunities and
operators in the real estate market across the globe:
Carefully Selecting
Local Managers with
Proven Experience
and Properties with
a Solid Business
Plan
Identifying Best Real
Estate Trends
and Opportunities –
Globally
19. Product Training Session 2015
ASIA PACIFIC
China Mass Residential Development
India Mass Residential Development
Japanese Non-performing loans
China Retail Development
Thai Hotel and Residential
South Korean Non-performing Loans & Assets
Japanese Non-performing Assets
Chinese Office Refurbishment & Redevelopment
Japan and China Logistics
EUROPE
CBD Offices in Gateway Cities
Public-to-Private - Developed markets
Nordics (Sweden, Norway, Denmark, Finland)
London Residential
Development in Infill Locations Gateway Cities
UK Regional Properties
Southern European Distress & Recapitalization
Refurbishment German & French Office
AMERICAS
Non Performing Loans
Recapitalization - Gateway Cities
Multi-Family Repositioning
Offices -West Coast
Limited Service Hotels
Special Situations
Distressed Latin America
19
As of September 30, 2014.
Global Real Estate Opportunities
REGIONAL INVESTMENT THEMES 2009 2010 2011 2012 2013 2014 2015 2016 2017
20. This material is intended solely for the recipient and should not be reproduced, copied or re-transmitted.
For Institutional / Professional Investors Only. Not For Distribution To Retail Investors.
Franklin Templeton Private Real Estate Fund II
STRUCTURING
Structuring a Tax Efficient Vehicle with Good Governance
SELECTING
Carefully Selecting Local Managers with Proven
Experience and Properties with a Solid Business Plan
IDENTIFICATION
Identifying Best Real Estate Trends and Opportunities –
Globally
Investment Philosophy
20
WE LINK
OUR
CLIENTS
BY
As private equity real estate multimanagers, we link our clients to what we believe are the best non-core opportunities and
operators in the real estate market across the globe:
21. For Institutional Investor Use Only / Not For Distribution To The Public
TARGET PROPOSED SOLUTION
Equity: 30%
(Range: 20-40%)
Fixed Income: 25%
(Range: 10-40%)
Real Asset: 15%
(Range: 5-25%)
Real Asset: 15%
(Range: 5-25%)
21
FT Solutions Proposal – Addressing Your Mandate
Return Target (nominal / real) Inflation +4% Diversified exposure to a variety of inflation-sensitive asset
classes and strategies
Income Threshold 2% cash flow Allocation to both U.S. and global fixed income instruments,
as well as exposure to dividend-paying equity strategies
Diversification Requirements Maintain Prudent Diversification
Levels
Broad diversification to both traditional and alternative asset
classes
US Equity Global Government Bonds
(Hedged to USD)
Commodities Global Macro
Non-US Equity Global Investment Grade Corporate
Bonds (Hedged to USD)
Global REITs Equity Long Short
Emerging Market Equities Global Corporate High Yield Global Listed Infrastructure Relative Value
Emerging Market Debt Global Natural Resources Event Driven
Cash TIPs Hedge Fund Replication
Volatility Cap 9% vol cap Actively managed by portfolio team via diversification and
hedging strategies
Sector/Industry Restrictions Sin stock exclusion Restriction to be implemented via account documentation
Investment Instrument Restrictions No/limited derivative usage
Non-proprietary products only
Derivative usage limited to 10% notional (hedging
strategies only) and implemented through exchange-
traded instruments
GOALS
TARGET PROPOSED SOLUTIONCONSTRAINTS
22. For Institutional Investor Use Only / Not For Distribution To The Public
22
K2 Advisors Reporting Lines
Franklin Templeton Solutions
Rick Frisbie
Head of Franklin Templeton Solutions
Mat Gulley
EVP/Head of Investment Management Services
Solutions
Administration/
Business Strategy
Franklin Templeton Investments
Greg Johnson
CEO and President
Franklin Templeton Global Services
K2 Advisors PAIR1
Tilak Lal
Chief Risk Officer/
Head of K2 Risk
Thad Longson
Vice President
David C. Saunders
K2 Founding
Managing Director
Rob Christian
Head of Manager
Research
Bill Yun
EVP/Head of Alternative Investments
William A. Douglass
K2 Founding
Managing Director
Kelsey Biggers
SVP/Director of PAIR
K2
Research
K2 Operational
Due Diligence
K2 Portfolio
Construction
K2 Risk
Management
K2 Legal &
Compliance
K2 /Alternative
Sales
K2 Client
Service/ IR
K2 Information/
Technology
HR/ Administrative
K2 Financial
Operations
Andy Kandiew
Head of Due
Diligence
Brooks Ritchey
Head of Portfolio
Construction
Solutions
Portfolio
Managers
Institutional
Portfolio
Managers
23.
24. William B.Tabler Architects
Architectural Design
portfolio
Le Meridian Hotel (Cairo, Egypt)
The Brooklyn Renaissance Plaza (Brooklyn, NY)
Mayapada Meridian Hotel (Jakarta, Indonesia)
Conrad International Hotel (Istanbul, Turkey)
25. ARCHITECTURAL DESIGN
• Over 25 years of experience in planning, design, project
coordination, administration and field representation for variety of building
types.
• Specialty in hotel renovations and restorations, including landmark hotels.
• The name William B. Tabler Architects is synonymous with hotel
planning, design and profitability around the world. The firm's historical roots
date back to 1946 when William B. Tabler Sr.wrote his famous "Rules of
Thumb," an architectural guide for hotels that set the standard for design in the
hospitality industry; and for the expansion of the
Sheraton, Hilton, Marriott, Inter. Continental and Stouffer chains, all William B.
Tabler Architects clients.
• Today, 400 hotels later, in a far more complex environment for hotel
developers, owners and managers, William B. Tabler Architects continues to
forge new standards in designing luxury, convention and resort hotels that are
models of comfort, efficiency and profit.
William B.Tabler Architects
26. William B.Tabler Architects
Meridian Towers in Cairo, Egypt.
A 40-story, 870 guestroom with a
topped revolving restaurant.
Also has a health
club, ballrooms, meeting spaces.
There is a shopping mall connected
to the hotel that includes a retail
store,a cinema
and a 825-seat auditorium.
27. The Brooklyn Renaissance Place, New
York is a hotel and office tower complex
that includes a 31-story , 750,000 square
foot office tower and 376 guest room.
The hotel has spacious
ballrooms, meeting spaces and
restaurants, as well as a large health spa
and an under parking. This is the first
major luxury hotel built in Brooklyn in 50
years.
William B.Tabler Architects
28. Architectural Design
KISS & CATHCART
• Kiss + Cathcart is an active and versatile architectural practice that has
completed a wide range of project types while maintaining high standards
of design, economy, and ecological soundness.
• Kiss + Cathcart is recognized as a world leader in combining solar, or
photovoltaic (PV), technology and architectural design.
• Since founding the office in 1983 Kiss + Cathcart have completed projects from
high-technology manufacturing facilities and public institutions to homes, retail
stores, and restaurants, both as new construction and renovation.
• Completed projects by Kiss + Cathcart range from 30,000 to 200 million
dollars, and the firm has consulted on projects valued in excess of 200 million
dollars; we are skilled at getting the most from any budget.
• Firm members are active in professional and research organizations and at
architectural schools. The practice has been consistently honored by
international awards, invited lectures, and competitions, and by extensive
publication in venues such as Architectural Record, the New York
Times, Wired, and Metropolis.
31. ALZHEIMER’S DISEASE
Learn about Alzheimer’s
Disease, demetia and
memory loss causes and
long term effects
SYMPTOMS OF ALZHEIMER’S
• Difficulty remembering newly
learned information
• Changes in the Brain
• Worsens over time
• Common form of memory loss
32. Alzheimer’s has no current cure,
but treatments for symptoms
are available
30%
45%
50%
85%
Percentage on Memory Loss
Worsens Over-time......
33.
34. ABOUT US.
A multinational pharmaceutical corporation
Knowing the Value of Medicines
Experts in Global Health that specialize in
increasing the quality of Health Services
35. A pharmaceutical approach to improving health
PFIZER RESULTS
75%
90%
50%
40%
30%
Research Headquarters
in Groton, Connecticut
and the United States
36.
37. Merck Human Health
Discover Merck
Merck Human Resources
Merck Manufacturing
Merck Research Laboratories
Merck Finance
Merck Information Services
Merck Vaccine
41. look good / feel good / do good
DISCOVER
NATURAL
HEALTH
42. Dedicated to an all
natural approach to health
and well being......
Natural cures & remedies that work
EAT BETTER...LIVE LONGER..
look good / feel good / do good
43. look good / feel good / do good
SUPERFOODS
FOR
ANTI-AGING
tomatoes
pumpkin
blueberries
greens
alvacados
BE WELL
LIVE WELL
EAT WELL
DRINK WELL
ENJOY WELL
45. 100%
0%
80%
50%
60%
30%
90%
40%
20%
70%
10%
blueberries
They contain
anthocyanins, which
research has shown
to help improve
memory, even
slowing the onset of
Alzheimer’s disease
look good / feel good / do good
tomatoes
Tomatoes contain
large amounts of
the antioxidant
compound
lycopene, which
contributes to heart
health and can help
ward off diseases
such as cancer.
avocados
Avocados are chalk
full of anti-aging
components. They
contain high levels
of Vitamin E, which
is what helps you
achieve perfect
glowing skin and
healthy hair.
sweet potatoes
Contain beta-
carotene, which
gives them their
orange coloring and
provide a number of
healthy aging
benefits.
Super foods for anti-aging
