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EVENT MEMORIES

www.kandeofu nd. com


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WELCOME

M

exico City was the setting for Investor Day 2018. Investors, special guests, executives of the companies of the Fund and the Kandeo team, gather with the purpose of of knowing the results of the companies and the economic outlook of Colombia, Mexico and PerĂş. The opening event was held in the Centro BursĂĄtil of the Mexican Stack Exchange.


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Performan vision of Ka

“There is significa the Americas. Me sluggish, but stab

“Kandeo 1 and 2 vintage peers in t volatile and slugg

“Kandeo’s formu developing jointl and striving for governance mech Eduardo Michelsen Delgado - CEO


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nce and strategic andeo

ant volatility and uncertainty wrapping the world and exico, Colombia and Perú have been experiencing ble market conditions.”

2 has been able to outperform the market and its the region and have significant ESG impact despite gish market conditions.”

ula consists in: Selecting best of breed partners, ly and supporting the execution of a solid strategy, r the implementation of world class corporate hanisms.”


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MÉXICO

Innovation and pe portfolio compan Siempre Creciendo

The innovation through clie of the communities in wh are best-equipped to de management tools, the co and staff turnover all while Exitus Alejandro Rodriguez - Principal Head of MĂŠxico.

Exitus is popularizing busin and services, from simple c and fiduciary trusts, which enterprises. Progresemos

Progresemos has a uniqu strategic partners to origin This highly-scalable mode strategic partners with Pro


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erformance of the Kandeo nies

ent knowledge Partnering with trustworthy members hich it operates. Local members of the community etermine credit worthiness, and along with SC’s ompany has been able to grow, reduce default rates e reaching a new market.

ness financing by offering a wide variety of products credit, leasing, and factoring to financial consulting aren’t traditionally accessible to small and medium

ue business model that provides co-financing to nate microloans, SME loans, and agricultural loans. el leverages the ground-zero client knowledge of its ogresemos’ ability to access institutional capital.


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COLOMBIA

Conix

Conix is becoming a key ally financial resources, but also e ensuring efficient managem services required. Acercasa

Acercasa, as the only non-re becoming a solid financing p belonging to the lower middl has developed commercial optimizing Acercasa’s instal Mareauto Stephany GomÊz - Principal Head of Colombia

Mareauto provides its client to turn CapEx into OpEx a as acquisition, maintenanc Additionally, the company multiple cities across Colom


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y for its clients, not only allowing them to optimize enabling them to focus on their core business while ment of quality capital goods and all of the related

regulated mortgage originator in Colombia, is also provider of the needs of the Colombian population le income segment of the population. The company l alliances through which it will originate loans lled capacity.

ts with tailor-made corporate fleets, allowing them and completely taking charge of processes such ce, management and realization of the vehicles. provides short term rentals though agencies in mbia, Ecuador and PerĂş.


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Rayco

Rayco continues to provide comprehensive financin through its distribution network. The company has co product lines, providing direct financing to the lower in its own sales force and through commercial allies. Finsocial

With over 9.000 active clients, Finsocial is positionin originator of payroll loans in Colombia. Through payr 40 public institutions including municipal school syst the company finances largely under banked client seg populations. GFO

GFO finances SMEs in Colombia by acquiring their i obtain resources without increasing their liabilities. Du invoices for US $245 million and currently owns Colo platform for supplier relationship management, with a Tropi

Tropi serves over 75,000 mom and pop stores acro consisted of an LBO to acquiring 28 independent undergoing a consolidation that will optimize the comp resources and allow for the development of financial pr banked segment.


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ng and quality durable goods ontinued to strengthen its other ncome population both through

ng itself as a leading non-bank roll origination agreements with tems and public pension funds, gments such as elderly and rural

invoices, allowing its clients to uring 2017 the company acquired ombia’s most important online almost 60,000 users.

oss Colombia. The transaction companies, that are currently pany’s operational and financial roducts aimed at a largely under

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PERÚ

Julio Romaní - Principal Head of Perú


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USIL 50 years of providing a full range of educational programs, from early childhood development through doctoral degrees, including 25 years of proving university level education to thousands of students, provides the organization with a privileged position to understand the financing needs of its students. Acceso Understanding & Adapting to Client Behavior: · Incentivize ownership over daily rental · Tailor debt payments to the client’s payment ability ·.Addressing the lack of financial discipline through preventative collection mechanisms · Implementing sophisticated statistical tools to forecast delinquency and act proactively


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Outlook of the Perúvian econom of the pacific alliance in the reg

Juan José Marthans Economist and Master in Banking and Finance from the University of Lima, where he obtained the Summa Cumm Laude. He also has completed post graduate studies at University of Chicago and Colorado University. Currently he is Executive Chairman of Globokas Perú S.A and Director of the Department of Economics of the PAD – School of management of Piura University. He has worked as a consultant, executive of companies and international lecturer, has made numerous presentations on economic policy, banking regulation, microfinance, financial inclusion alternatives and private pension system.


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my and the importance gion ”Despite the internal schocks of 2017. the perception of outstanding risk and public debt is not a problem, considering that Perú only had 24.8% of debt.¨ By 2021, Perú indicates that it will continue to lead the Latin American growt, in four important aspects: · Increase in GDP · Terms of exchange · Production and sale abroad of copper · Investor confidence as a destitaion for FDI “The pacific alliance: more than a market opportunity, an excellent strategic alternative for Chile, Colombia, México and Perú.” “The sovereign risk rating of the countries of the Pacific Alliance is the most outstanding in Latin America.”


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Perspectives on Colombia – The distribution on the Latin Americ

Irene Arias Hofman CEO/ Manager of the Multilateral Investment Fund, member of the Inter American Development Bank Group. Was Director of the International Finance Corporation for Latin America and the Caribbean, managed an annual investment program of $ 5.5 billion dollars and a portfolio of $16 billion dollars, the largest in the IFC. Irene, a Spanish national, holds an Economics degree from The University Carlos III of Madrid, a Master’s degree in International Relations from Jhons Hopkins University in Washington and a Maters Degree in Advanced European Studies from Colegios de Europa.


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e impact of technology can bussines future “Exponential Technologies are changing the world, along with technological penetration, time to reach 50MM of users .”

“It has been shown the advantage of the Republic of Korea of Colombia in terms of GDP growth in the last 40 years.”


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A practical vision of the interna commercial relations of Mexico

Tony Garza

Se desempeña como abogado en la oficina de la ciudad de México de del mundo con 43 oficinas en 30 países.

Garza tiene un BBA de la Universidad de Texas en Austin y un Docto Southern Methodist.

Francisco de Rosenzweig

Se unió a White & Case en el 2016. Ex-Subsecretario de Comercio Exte en la Administración Pública Federal.

En su último encargo se desempeñó como Coordinador de Ases fue Director Genereal de Asuntos Jurídicos y Titular de la Unidad d Energía.


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ational political and

e White & Case LLP, una de las firmas de abogados más importantes

orado en Jurisprudencia de la Facultad de Derecho de la Universidad

erior en la Secretaría de Economía. Cuenta con una amplia trayectoria

sores del Secretario de Comunicaciones y Transportes. Previamente de Reestructuración Eléctrica ambas en la Comisión Reguladora de


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Importance of private debt in the su

Moderator: Edgar Enrique Sandoval - José Barahona - Ceo Mareauto / José Luis Hidalgo - CEO Acceso crediticio


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uccess of medium sized companies

o / Santiago Botero - CEO Finsocial

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Innovation for th Roberto Flores Athié

CEO and founder of Progresemo

Biomedical engineer from the Masters Degree in Business Adm and Higher education of Monter

Mexico has a dual economy, where high levels of · Sophisticated markets and areas without basic · Universities and rural schools without equipme · Infrastructure with freeways and rural roads wi

“Since 2000, more than 750 microfinance ins base of the pyramid, considering that its fragme

“The importance of the use of digital financial was recognized, for this reason, Progresemos re project in April 2018, through which it advises t areas identified, focusing on microcredit”

“Mexico has alarming figures regarding its deve state of poverty and only 35% has internet conn


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he financial inclusion of Mexico

os, he is the Managing Director.

Iberoamericana University with honorable mention. He has a ministration at the Graduate School of the Technological Institute rrey.

poverty and development can be seen: c infrastructure ent ithout pavement

stitutions have organized themselves serving the eented�.

services (SFDs) to achieve its strategic objectives equested the support of IFC, launching and advisory the institution in the implementation of the priority

elopment and economy; 59% of the population is in nectivity�


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Change management in t Company to a Large Corp

Manuel Alfonso Apont

Partner, founder and CEO, for organizations, through the de management and developmen

Master of Yellow Belt courses, G in the Lean Six Sigma Institute

“Consists of 28 companies that market and dis distribution point, including food, personal ca pets, children, liquor and tobacco”

The optimization strategy is based on four pilla purchasing processes and related to the invent · Slow moving items · Inventory planning · Portfolio management · Continuous improv

Tropi is redesigning all elements of its operating s · Unification of all the finance and administration de · Organization of logistic activities by region · Human Resource management and developm


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the transformation of a Family poration

te

Tropi group, with a extensive experience in the transformation of efinition and strategic management of business, strategic project nt of organizational capabilities.

Green Belt and Black Belt in the International Certifications offered e, Prime Business School, Uninorte and Logyca.

stribute products throughout the country. It has 27 are, household cleaning, pharmaceutical products,

ars that address all the key aspects involved in the tory, generating a surplus of important cash: g model DD MRP vement

structure, achieving efficiency from all perspectives: epartments ¡ Commercial Focus ¡ Strengthen supplier relations (allies) ment

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Positioning campaign

Carlos Rahmane Sacal

Mexican entrepreneur passio participations in the Associa Stands out, as Deputy Nation and finally as president of the

Impact through two actions: · Well-being and growth for companies, as wel framed in an excellent service. · Awaken the Mexican businessman to work w strategies and with and impeccable execution.

The main objective of the “Despierta México” and boost them to take risks, grow and achieve

We consider two pillars of communication tha goal: make Exitus Capital a reference within the in the same sector. It offers well-being and growth to companies framed in an excellent service.


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onate about finances, founder and CEO of Exitus Capital. His ation of Multiple Objective Financial Companies in Mexico A.C. nal President, then as national President of the board of directors e Advisory Council.

ll as allowing the entrepreneur a high level lifestyle

with a high level team, with effective and punctual .

campaign is to encourage the growth of Mexicans e success.

at are exposed below, each will pursue a common e mexican FinTech companies as a leader of opinion and allows the entrepreneur a high level lifestyle,


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Closure

The closing of Investor Day 2018 took place at th Mexico City. The cultural center encourages innova and dissemination of art and design through its pe main purpose is to be seen as an institution of ex enjoyment and learning for all audiences.


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he Franz Meyer Museum, in the Historic Center of ation and creativity through conservation, research ermanent collections and temporary programs. Its xcellence that provides experiences of knowledge,


CARRERA 12 # 84 - 12 PISO 9 BOGOTÁ, COLOMBIA PHONE + 571 635 8184

444 BRICKELL AVENUE SUITE 400 MIAMI, FL. 33133 ESTADOS UNIDOS PHONE +1 786 6168449

AV. ALFREDO BENAVIDES 768, OFICINA 1103 EDIFICIO CENTRO EMPRESARIAL REDUCTO MIRAFLORES, LIMA, PER Ú PHONE +51 1 711 6363

PRADO SUR # 274 OFICINA 1004 LOMAS DE CHAPULTEPEC CIUDAD DE MÉXICO, MÉXICO PHONE + 52 55 4744 4862

www.kandeofund.com / investment_team@kandeofund.com

Kandeo Investor Day - Event Memories  
Kandeo Investor Day - Event Memories  
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