SAL. OPPENHEIM JR. & CIE. KGAA. Sal. Oppenheim A strong Partner for the Greek

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1 SAL. OPPENHEIM JR. & CIE. KGAA Sal. Oppenheim A strong Partner for the Greek Capital Market New York, 2008/10/30

2 The Sal. Oppenheim Group at a glance OVERVIEW OF KEY GROUP FIGURES (IFRS) Key figures ( million) Total assets Risk assets Equity Operating result Net income for period after tax Pre-tax return on equity (%) Employees (number) Assets under management ( billion) 35,347 15,807 1, ,5 3, ,090 17,540 2, ,4 3, Fitch Ratings Ltd. (2006) Long-term A Short-term F1 Increase in equity to 2,174 million Growth in assets under management to 152 billion Good rating from Fitch Ratings Ltd. unchanged Voted best private bank in Germany according to Euromoney finance magazine survey for the third time running Investment in US investment bank Miller Buckfire, New York, and strategic partnership in Investment Banking Merger of our subsidiary bank in Luxembourg with Sal. Oppenheim International S.A. to form the new Group parent company Sal. Oppenheim jr. & Cie. S.C.A. Systematic implementation of the focus on asset management and investment banking has proven a successful strategy Page 2

3 Business model of the integrated asset management and investment bank PARTNERSHIP ASSET MANAGEMENT INVESTMENT B Friedrich Carl Janssen (Bank Services and other divisions) Matthias Graf von Krockow (Spokesman) Christopher Freiherr von Oppenheim (Asset Management) Dieter Pfundt (Investment Banking) Private Clients Comprehensive advice for a highly exclusive group of clients in specialized teams Research of advisors Bank Services Oppenheim Risk Management Vermögenstreuhand Independent co orporate Family Office Institutional clients Standard and specialized products for institutional clients and intermediaries Mergers & Acquisitions Equity Capital Markets Structured Finance & Real Estate Equity Trading & Derivatives i Equity Sales Foreign Exchange ALM / Treasury Comprehensive advisory approach, professional competence and utmost discretion as the Bank's success factors Page 3

4 INTRODUCTION TO SAL SAL. OPPENHEIM S OPPENHEIM S INVESTMENT BA International presence of Sal. Oppennheim Countries with own offices of Countries with cooperation partners of Sal Oppenheim commands a strong internatio Sal. onal network Page 4

5 Organizational structure of investment banking INVESTMENT B TEAM APPROACH Healthcare / Chemicals Energy / Public Sector Financial Institutions Industrials Industry groups (Relationship Management) Retail / Consumer Goods TMT (Technology / Media / Telecommunications) Transportation / Logistics Mergers & Acquisitions Equity Capital Markets Product groups Structured Finance & Real Estate Equity Sales Equity Trading & Derivatives Foreign Exchange ALM / Treasury PROJECT TEAM Transaction Project Teams combine regional, sector and product related competence Page 5

6 Sal. Oppenheim awarded as Best Research House HANDELSBLATT / STARMINE RESEARCH R 2007* Stocks recommendation MDAX Best Analyst-h house as a whole Stocks recommendation TecDAX 1st 1st 1st Sal. Oppenheim Sal. Oppenheim Sal. Oppenheim Automotive Retail Insurances Energy Software 1st 2nd 2nd 3rd 3rd Sal. Oppenheim Sal. Oppenheim Sal. Opp penheim Sal. Oppenheim Sal. Oppenheim *2007/05/04 Oppenheim Research is the opinion leader for small und mid cap stocks in the German speaking region underpinned by current rankings Page 6

7 Sal. Oppenheim a leading investment bank in German speaking countries IPO LEAGUE TABLE BY VOLUME AND NUMBER IN GERMAN SPEAKING COUNTRIES FY 2007 Rank Bank NO % Share 1 Sal. Oppenheim Credit Suisse Deutsche Bank Goldman Sachs JP Morgan Erste Bank MM Warburg Morgan Stanley Citigroup WestLB Rank Bank Volume in m % Share 1 Deutsche Bank 2, Goldman Sachs 1, JP Morgan 1, Credit Suisse 1, Citigroup Morgan Stanley RZB Sal. Oppenheim Dresdner Bank UBS Sal. Oppenheim is no. 1 investment bank by number of IPOs and no. 8 by offering volume of IPOs in the German-speaking capital market in Page 7

8 INTRODUCTION TO SAL SAL. OPPENHEIM S OPPENHEIM S INVESTMENT BA The Euro zone is facing a major econnomic downturn Finland Ireland Key: GDP Growth (%) Belgium Germany 2008* * 2009 Luxemburg g France *Forecast Neth Austria a Italy y Spain Greece Page Source: International Monetary Fund 0.8 Slo ovenia 0.2 P t Portugal l 2.0 Malta Cyprus

9 whereas Greece is likely to be lesss affected Greek GDP growth % (e). Economic growth driven by the domestic demand and by the key role of Greek companies as industrial partners in the Balkans The geographical strategic position of Greec ce in Europe is a gate to a market of 175m consumers International flows remain a key catalystt for the performance of Greek stocks. Growth of the Greek economy, privatization of state t owned assets, continuous reduction of family holdings in listed companies, and strong earnings growth support the international interest Historical ties and location with the Balkans development in the region make Greece a preferred partner for business Consumer spending and the restructuring of the local infrastructure in the Balkan region are a unique opportunity for Greece to take advantage of the GDP growth in this area Page 9

10 Sal. Oppenheim in Greece: case study Neochimiki NEOCHIMIKI AT A GLANCE Neochimiki is the leading distributor of chemical products in Greece production and distribution of chemical raw materials production and distribution of fertilizers and agrochemical products 0 (in m) (19.3%) (20.4%) (13.5%) Sales EBITDA NEOCHIMIKI EQUITY PLACEMENT SOLE LEAD MANAGER & SOLE BOOKRUNNER Assignment: Development of a successful equity placement program for Neochimiki Objective: Establishment of sustainable Pan-Europeann institutional investor base and substantial increase of free float Steps taken: Nine individual placements of shares between January 2005 and March 2007; total volume 260m; excellent investor base from Germany, Benelux, Italy, and Spain Page 10

11 Sal. Oppenheim in Greece: case study Neochimiki (cont d) SHARE PRICE DEVELOPMENT NEOCHIMIKI 1 st ment 2 nd ment 3 rd ment 4 th ment 5 th ment Shares: 2.9m Shares: 5.5m Shares: 1.9m Shares: 3.4m Shares: 0.9m 6 th ment 7 th ment 8 th ment 9 th ment Shares: 5.8m Shares: 1.1m Shares: 3.8m Shares: 2.1m Jan 05 Feb 05 Jun 05 Jul 05 Aug 05 Jun 06 Nov 06 Feb 07 Mar 07 Apr 08 Market capitalization: 139m Market capitalization: 640m Page 11

12 Sal. Oppenheim in Greece: 700m takeover of Neochimiki followed by reinvestment in Alapis INITIAL POSITION STRUCTURING / PREPARATION EXECUTION ALAPIS S.A. Takeover of Neochimiki, listed at Athens Stock Exchange Key facts: 20% major shareholder, 80% free float Firm condition of buyer: Access to min. 70% of the shares Shareholder structure analysis Anonymous approach of selected investors Developing transaction structure Issuing a fairness opinion Reversed Reversed accelerate bookbuilding mornings May 9 th 2008 collecting 53% of the shares Transfer of 73% stake to Carlyle Purchase of further shares in the market Reinvestme ent Shortly after the reversed bookbuilding in Neochimiki, Sal. Oppenheim conducted a bookbuilding in Alapis Ex Neochimiki investors reinvested more than 2/3 of Neochimiki proceeds Sal. Oppenheim facilitated the takeover by collecting the shares in Neochimiki. At the same time Sal. Oppenheim offered a attractive investment opportunity in Alapis Page 12

13 Why Sal. Oppenheim? Know-how Proven combination of experienced sector specialists and ECM professionals Motivation Entire team headed by senior bankers is fully committed to leading a project to success Focus Your sector is one of our ma ain areas of expertise Leading position Unique deal track record International scope Access to a broad international network of investors Discretion Absolute discretion and independence of a privately held bank Network Excellent business relations to decision-makers and key investors Page 13

14 Sal. Oppenheim contact persons Jörg Freimund Co-Head Industry Groups Tl Tel: joerg.freimund@oppenheim.de Address: Untermainanlage 1, Frankfurt, Germany Hans-Peter Fliegel Head Equity Sales Tel: hans-p peter.fliegel@oppenheim.de Address: Untermainanlage 1, Frankfurt, Germany Nicola R. Faccio orusso Director Corporate Brokerage Tel: nicola.facciorusso@oppenheim.de Address: Odeon nsplatz 12, Munich, Germany Page 14

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