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Title page with new bamboo logo form website

Title page with new bamboo logo form website. Social Enterprise Summit Hong Kong November 2010. The Poverty Challenge. Nearly 4 billion people live in poverty. # people at risk of falling into poverty. Source: World Bank Data. 2. The Oasis Fund approach to this challenge.

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Title page with new bamboo logo form website

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  1. Title page with new bamboo logo form website Social Enterprise Summit Hong Kong November 2010

  2. The Poverty Challenge Nearly 4 billion people live in poverty # people at risk of falling into poverty Source: World Bank Data 2

  3. The Oasis Fund approach to this challenge • Poverty remains - despite government, donor and non-profit’s considerable investment • Need new approaches that are bottom-up and market based Oasis Fund approach • We are a private equity fund which invests in innovative, commercially viable enterprises which are designed to generate an attractive financial return and significant social impact. • These enterprises deliver essential goods and services that directly benefit low income communities by providing access to affordable housing, healthcare, education, energy, livelihood opportunities, water, sanitation and the like. • We believe that by achieving a financial return coupled with a social return, capital markets can and must be tapped at scale and directed to commercial investments which fuel market-based approaches to solving the world’s most critical social and environmental problems. 3

  4. Oasis Fund leverages the experience of BlueOrchard • BlueOrchard is the industry leader • Total AUM of over USD 1 B • Lends to 198 leading MFIs in 49 countries • Manages a broad range of products • 830+ investments made • Impacting over 800k households • Has delivered attractive returns • Partners with Dexia, Rothschild, BBVA, Citibank, Standard Chartered, Deutsche Bank, Morgan Stanley Oasis Fund has implemented the same market-based approach as BlueOrchard to financing commercial enterprises that improve the lives of low income communities

  5. Deliver essential goods and services that directly benefit low-income communities Give access to healthcare, energy, housing, education, livelihood opportunities, water, sanitation, etc. Require growth capital between USD 1m and USD 7 M Have proven & sustainable business models with promising exit opportunities Allow us to co invest with local institutional investors Providing governance through Board representation and management support Leveraging Microfinance linkages from within our network Supporting companies with market development Assisting companies to obtain technical assistance Providing access to our network of global and local partners Investment Strategy Target investments globally which: Add strategic value & drive growth by:

  6. Deal Execution Investment Process Combination of investment rigor and understanding of low income markets. Deal Sourcing Preliminary Review Due Diligence Deal Approval Reporting Portfolio Monitoring Exit Follow-on 6

  7. 11 Investments in 7 Sectors in 9 Countries Immersion – Housing in Pakistan Vortex – Financial Inclusion in India Vaatsalya Healthcare – Healthcare in India Aavishkaar – Multisector Fund in India Husk Power – Energy in India FINAE - Education in Mexico JOMA – Livelihood in Vietnam and Laos SICSA – Financial Inclusion in Central America CareCross Group – Healthcare in South Africa Coast Coconut Farms - Agriculture in Kenya Vidagas – Energy in Mozambique

  8. Social Impact in the Next 5 Years In aggregate, companies currently in the portfolio are expected to: • Build 40 hospitals & provide quality healthcare to 1,000,000 people in rural India • Provide access to a university education for 12,000+ students in Mexico • Develop affordable housing for 2,300+ families who are living in Pakistani slums • Provide medical coverage for 500,000 people annually in South Africa including 50,000 who have never had access prior • Deploy more than 13,000 low cost ATMs in rural communities • Provide employment & support for 450+ recovering victims of human trafficking • Increase vaccine coverage to 260 rural clinics serving 5,000,000 people in Africa • Reduce respiratory disease and carbon emissions by providing affordable energy for cooking to nearly 454,000 families and SMEs in Mozambique • Establish over 166,000 electricity connections to rural parts of India using biogas plants powered by rice husks • Create quality livelihood opportunities for 3,500 rural East African families

  9. Vaatsalya (rural healthcare) Gadag, India Only neonatal intensive care facility within 70km

  10. Vortex (rural ATM) Tamil Nadu, India

  11. Husk Power (rural electrification) Biogas plant in Bihar, India

  12. East Asia • Opportunities • Significant underserved low income population • Very entrepreneurial culture • Large and fast growing markets • Increasing interest in impact investing • Challenges • Difficult to identify opportunities • Lack of supporting infrastructure for sourcing and due diligence • Regulatory, currency risks, investment readiness, exit options

  13. Thank you! Eric Berkowitz Chief Investment Officer Phone Office : + 41 22 596 4758 eric@bamboofinance.com

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