The Move to a Fully Digitized World and How it Affects Us - - PowerPoint PPT Presentation

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Jun 20, 2023 11 likes •258 views

The Move to a Fully Digitized World and How it Affects Us EXPONENTIAL TECHNOLOGIES THE FIFTH ERA DIGITAL ECONOMY - NEXT PHASE PAST TWENTY YEARS Connectivity Accessibility Interactivity Flexibility Scaleability GREATEST WEALTH CREATION

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The Move to a Fully Digitized World and How it Affects Us

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EXPONENTIAL TECHNOLOGIES

THE FIFTH ERA

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DIGITAL ECONOMY - NEXT PHASE

Interactivity Accessibility

PAST TWENTY YEARS

Connectivity Flexibility Scaleability

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GREATEST WEALTH CREATION EVER

POPULATION
GDP PER CAPITA
GLOBALIZATION

X GLOBAL PROFIT POOLS IN FLUX

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WORLD’S MOST VALUABLE COMPANIES

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1. Bill Gates
2. Warren Buffett
3. Jeff Bezos
4. Mark Zuckerberg
5. Larry Ellison
6. Michael Bloomberg
7. Charles Koch
8. David H. Koch
9. Larry Page
10. Sergey Brin
11. S. Robson Walton
12. Jim Walton
13. Alice Walton
14. Steve Balmer
15. Sheldon Adelson
16. Jacquelin Mars
17. John Mars
18. George Soros
19. Phil Knight
20. Michael Dell
21. Laurene Powell Jobs
22. Len Blavatnik
23. Paul Allen
24. Charles Ergen
25. Carl Icahn

US’S RICHEST PEOPLE 68% FIRST GEN, 72% TECH, 88% GLOBAL

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HIGHEST RETURNING ASSETS

32% 24% 12% 11% 10% 3% Early Stage VC Index US VC Index Late Stage VC Index Nasdaq Composite S&P 500 Barclays Govt Bond Index ANNUAL RETURNS OVER 25 YEARS (%)

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MORE THAN 97.5% ON SIDELINES US ACCREDITED HOUSEHOLD PARTICIPATION

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WEIGHT OF INERTIA:

1. INDUSTRY
2. INTERESTS
3. NO ACCESS

& MISINFORMATION

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“The Web as I envisaged it – we have not seen it yet. The future is still so much bigger than the past”

Sir Tim Berners-Lee, Christ Church, Oxford

FIXING THE INTERNET

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DIGITAL ECONOMY - NEXT PHASE

Interactivity Accessibility

PAST TWENTY YEARS

Concentrated Connectivity

TODAY’ ISSUES

Flexibility Scaleability Insecure Opaque Old World Payments Old World Assets

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BLOCKCHAIN

THE FIFTH ERA

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BLOCKCHAIN VS CRYPTOASSETS VS ICO’S

What is Blockchain? What are Cryptoassets? What is an ICO? A blockchain is an open, distributed ledger that can record transactions between two parties efficiently and in a verifiable and permanent way Any form of asset that only exists digitally, that usually has no central issuing or regulating authority but instead uses a decentralized system. An initial offering of a cryptoasset to the public – a form of technology enabled crowdfunding

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MOIP

“The one thing that’s missing, but that will soon be developed, is a reliable e-cash, a method whereby

n the internet you

can transfer funds from A to B, without A knowing B or B knowing A.”

Milton Friedman, 1999

Source: Pantera Capital

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DIGITAL ECONOMY - NEXT PHASE

Interactivity Accessibility

PAST TWENTY YEARS

Concentrated Connectivity Distributed

TODAY’ ISSUES NEXT TWENTY YEARS

Flexibility Scaleability Insecure Secure Opaque Public Old World Payments Digital Payments Old World Assets Digital Assets

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Entity 2017 Investments Keiretsu 139 New Enterprise Associates 137 Accel 112 500 Startups 104 Y Combinator 92 Google Ventures 81 Kleiner Perkins 72 Bessemer Ventures 69 Greycroft 65 Sequoia Capital 62

MOST ACTIVE VENTURE INVESTORS

Source: Pitchbook, 2017

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Deployment Date Investments

Co-Investment Fund I

Nov 2014 (Closed) 42

Co-Investment Fund II

Dec 2015 (Closed) 44

Real Estate Fund I

April 2016 (Open) 15

Co-Investment Fund III

Dec 2017 (Closed) 39

Blockchain Fund of Funds

2018 (Open) 8-10 Funds

KEIRETSU CAPITAL FAMILY OF FUNDS

Co-Investment Fund IV

Oct 2018 (Open)

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Keiretsu Blockchain Fund Of Funds

Blockchain Fund of Funds
Not Crypto/ICO focused
Max 99 investors
$7m/55 investors to date
Allocations to 8 leaders
1% & 10% fee structure

* 1kx and Fabric in process

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BCP, FPV, PANTERA SELECTED INVESTMENTS

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MATTHEW C. LE MERLE

mlemerle@fifthera.com

415 994 4320