CFO Leadership Beyond Finance Program Webinar: The role of M&A - - PowerPoint PPT Presentation

cfo leadership beyond finance program
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CFO Leadership Beyond Finance Program Webinar: The role of M&A - - PowerPoint PPT Presentation

CFO Leadership Beyond Finance Program Webinar: The role of M&A in adding value to the organization Thursday, December 4, 2014 at 11:00 am to 12:00 pm Eastern 1 CFO Leadership Beyond RE Finance Program RECORDING Todays presentation


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CFO Leadership Beyond Finance Program

Webinar: The role of M&A in adding value to the organization

Thursday, December 4, 2014 at 11:00 am to 12:00 pm Eastern

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CFO Leadership Beyond Finance Program

Today’s presentation will be recorded. The recording will be distributed to all attendees following the event.

RECORDING

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CFO Leadership Beyond Finance Program

To ask a question, please use the Q&A panel on the right side of your Event Center window. Questions can be asked at any time and will be answered by Dr. Mufti and our panelists during the Q&A period.

QUESTIONS

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CFO Leadership Beyond Finance Program

  • Brian Lawson, Senior Managing Partner & CFO, Brookfield Asset Management
  • Jonathan Kelly, Senior Vice President, Brookfield Asset Management
  • Salman Mufti, Associate Dean and Executive Director, Queen’s School of Business
  • Michael Conway, President & CEO, FEI Canada

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Identifying the Need

  • Research confirmed CFO role

has become more strategic

  • Training has not kept pace

with this evolution – need more development in Leadership, Strategy, Communications, HR

Target Market

  • Veteran CFOs - refresh
  • Newly minted CFOs
  • Senior financial

executives who aspire to become CFOs

Three Modules

1) Leadership 2) Strategy & Leading Change 3) Strategic Execution

CFO Leadership Beyond Finance Program

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CFO Leadership Beyond Finance Program

MODULES / LOCATIONS: 1) Leadership KINGSTON 2) Strategy & Leading Change TORONTO 3) Strategic Execution TORONTO

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A unique program that combines real life experiences of seasoned CFOs….

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CFO Leadership Beyond Finance Program

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… with best-in-class curriculum QUEEN’S SCHOOL OF BUSINESS EXECUTIVE EDUCATION

  • 30 years of experience
  • 10,000+ participants
  • 3,500+ organizations
  • More than 60 countries
  • A broad range of programs
  • Open-Enrolment and Custom

CFO Leadership Beyond Finance Program

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CFO Leadership Beyond Finance Program

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CFO Leadership Beyond Finance Program

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CFO Leadership Beyond Finance Program

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CFO Leadership Beyond Finance Program

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CFO Leadership Beyond Finance Program

  • Mergers and Acquisitions (M&A)

– Merger: Combining of two organizations into one – Acquisition: Taking over of one organization by another – Motivation: M&A should result in a higher combined value

  • Economies of Scale
  • Competitive Advantage
  • Cost Efficiency
  • Complementarity
  • Diversification
  • Strategic Goals

– Boost current performance – Reinvent business model

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Global manager of real assets with approximately $200 billion of assets under management

  • Property
  • Infrastructure
  • Private Equity
  • Renewable Energy

Multi-fund platform to meet the diverse needs of our clients

  • Listed Partnerships
  • Private Funds
  • Public markets

Leading global franchise with integrated investment, operating and financial teams in over 20 countries Strong track record of performance for clients and Brookfield investors Significant alignment of interests

  • 20% - 40% invested alongside our clients in private funds and co-investments
  • 20% ownership of common shares by management and directors

100 year history as a global investor, operator and leading asset manager

  • f high quality alternative assets

Experienced Investor and Asset Manager

Assets Under Management

$192 billion

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Capital Raising Operating Platforms Capital Allocation

M&A

Fund Management

Core Competencies

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Acquire great assets – pay more, if one has to, for quality Invest assuming we will own the assets forever Buy at less than replacement cost, as this is critical Finance prudently as surviving downturns is paramount Acquire when capital is scarce as it indicates the right time The rest is execution, execution, execution!

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In all of these situations, we have found that approaching with a value based investment methodology is key…

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CFO Leadership Beyond Finance Program

THANK YOU TO OUR PRESENTERS!

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CFO Leadership Beyond Finance Program

MODULES / LOCATIONS: 1) Leadership KINGSTON 2) Strategy & Leading Change TORONTO 3) Strategic Execution TORONTO

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CFO Leadership Beyond Finance Program THANKS TO YOU, OUR LISTENERS !

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