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 Today’s presentation will be recorded. The recording will be distributed to all attendees following the event. 2
CFO Leadership Beyond Finance Program QUESTIONS 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. 3
CFO Leadership Beyond Finance Program o Brian Lawson, Senior Managing Partner & CFO, Brookfield Asset Management o Jonathan Kelly, Senior Vice President, Brookfield Asset Management o Salman Mufti, Associate Dean and Executive Director, Queen’s School of Business o Michael Conway, President & CEO, FEI Canada 4
CFO Leadership Beyond Finance Program Three Modules 1) Leadership 2) Strategy & Leading Change Target Market 3) Strategic Execution • Veteran CFOs - refresh • Newly minted CFOs • Senior financial executives who aspire to Identifying the Need become CFOs - Research confirmed CFO role has become more strategic - Training has not kept pace with this evolution – need more development in Leadership, Strategy, 5 Communications, HR
CFO Leadership Beyond Finance Program MODULES / LOCATIONS: 1) Leadership KINGSTON 2) Strategy & Leading Change TORONTO 3) Strategic Execution TORONTO 6
CFO Leadership Beyond Finance Program A unique program that combines real life experiences of seasoned CFOs…. . 7
CFO Leadership Beyond Finance Program … with best -in-class curriculum QUEEN’S SCHOOL OF BUSINESS EXECUTIVE EDUCATION o 30 years of experience o 10,000+ participants o 3,500+ organizations o More than 60 countries o A broad range of programs o Open-Enrolment and Custom 8
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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 13
Experienced Investor and Asset Manager Assets Under 100 year history as a global investor, operator and leading asset manager Management of high quality alternative assets $192 billion Global manager of real assets with approximately $200 billion of assets under management o Property o Infrastructure o Private Equity o Renewable Energy Multi-fund platform to meet the diverse needs of our clients o Listed Partnerships o Private Funds o 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 o 20% - 40% invested alongside our clients in private funds and co-investments 14 o 20% ownership of common shares by management and directors
Core Competencies Capital Capital Allocation Raising M&A Fund Operating Management Platforms 15
In all of these situations, we have found that approaching with a value based investment methodology is key… Acquire great assets – pay more, if one has to, for quality 1 2 Invest assuming we will own the assets forever 3 Buy at less than replacement cost, as this is critical 4 Finance prudently as surviving downturns is paramount 5 Acquire when capital is scarce as it indicates the right time 6 The rest is execution, execution, execution! 16
CFO Leadership Beyond Finance Program THANK YOU TO OUR PRESENTERS! 17
CFO Leadership Beyond Finance Program MODULES / LOCATIONS: 1) Leadership KINGSTON 2) Strategy & Leading Change TORONTO 3) Strategic Execution TORONTO 18
CFO Leadership Beyond Finance Program THANKS TO YOU, OUR LISTENERS ! 19
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