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2007

2007. Kapital Investment Group. Kapital Investment Group is a leading financial services firm on the Russian market, providing a wide range of investment services and products to corporates, financial institutions and individuals.

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2007

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  1. 2007

  2. Kapital Investment Group • Kapital Investment Group is a leading financial services firm on the Russian market, providing a wide range of investment services and products to corporates, financial institutions and individuals. • Our strategic business lines include are management, investment banking, brokerage operations and investment consulting. • Kapital Investment Group helps clients efficiently manage finances and operate on capital markets by providing comprehensive investment solutions.

  3. History • Kapital Investment Group was established in late 2002 after LUKOIL-reserve-invest was restructured. • Since 2003,it has been a subsidiary of the IFD Kapital holding Since 1995 Restructuring/ management buy-out in 2002 SDK "GARANT" 2002

  4. Unit Investment Fund Kapital Investment Group Kapital Pension Group Kapital Insurance Group IFD KAPITAL Petrocommerce Bank • Kapital Asset Management Company • Kapital Investment Company Shareholder Information

  5. Organization Chart Board of Directors Committees: • Investment • Risk management Executive Committee General Director Asset Management Sales & Trading Investment Banking Research Business Support

  6. Kapital Investment Group Kapital Investment Group has the highest reliability rating of AAA rating by National Ratings Agency (NRA) As of 3Q06 Kapital Investment Group was ranked by NRA as follows: • 1st place – shareholders’ equity • 3st place - total assets • 1st place - profitability • 18th place - total turnover

  7. Competitive Edge • High level of reliability, acknowledged by top rating agencies • Impeccable business reputation • More than 10-yearexperience • Successful projects with top industrial and financial companies • Highly qualified professional team • Comprehensive range of products and services • Individual approach • Local knowledge and presence

  8. Kapital Investment Group. Awards. Investment Group Kapital won the prize "Financial Elite of Russia 2006" in the category "The most risk-free investment company of the year." Asset Management Company "Kapital" - is a winner of the National prize in sphere of business "Company of the year 2006" in the category "Asset management Company of the year".

  9. Asset Management Structure 2 800 unit investment trusts 2 400 pension funds 2 000 asset management 1 600 1 200 800 400 0 2004 2005 1H06

  10. Core Businesses • Asset management • Investment banking • Brokerage services • Advisory services • Proprietary sales & trading

  11. Asset Management. Products • Customized Asset Management for Individuals and Corporates • Trust Management of Pension and Insurance Reserves • Trust Management of Funded Component of Labor Pension for Individuals • Asset Management for Open Mutual Funds

  12. Asset management. Benchmarks • Ranked #5among top management companies by NRA in terms of assets under management as of 30 June 2006: Rb 72.6 bn($2 679 mn) • 4 open mutual funds • Ranked #1 for the largest amount of attracted pension accruals and #3 for the number of applications during pension reform • In 2006, Kapital Asset Management Company was recognized as the best company in quality of pension accruals management. • Kapital Asset Management Company quality management system has been certified in compliance with ISO 9001:2000 • Assets of 49 non-state pension funds and 31insurance companies are under our management • In Russia, third party professional liability of Kapital Asset Management Company is insured by OSAO Ingosstrakh forRb 50 mn

  13. Non-state pension funds of Vnesheconombank Non-state pension funds of AFK Sistema Khanty-Mansisk non-state pension fund НПФ Ханты Мансийский Blagosostoyanie Non-State Pension Fund Non-state pension funds of Sberbank Non-state pension fund of Mosenergo LUKOIL-Garant non-state pension fund Non-governmental pension fund Elektroenergetika Asset management. Key Customers »

  14. Investment Banking. Products • Equity and Debt Financing on Capital Markets • Project Finance • Advisory on Mergers & Acquisitions • Strategic Consulting

  15. LUKOIL Second bond issue Rb 6 000 000 000 Underwriter and lead manager November 2004 Football Club «Spartak-Moscow» Consolidationof controlling stake 2003 LUKOIL Public placement of a 6% block of shares Placement subagent December 2002 LUKOIL Ruble bond placement Rb 3 000 000 000 Underwriter Аugust 1999 LUKOIL Consolidation controlling stake in ОАО КоmiTEK $205 000 000 1999 LUKOIL Issue of convertible Eurobonds $350 000 000 Financial advisor November 2002 Investment Banking. Key Projects

  16. Severstal-Auto 1st bond issue Rb 1 500 000 000 Co-Underwriter January 2004 MegaFon 3rd bond issue Rb 3 000 000 000 Underwriter April 2005 Motovilikhinskiye zavody Bond issue Rb 1 500 000 000 Co-Underwriter January 2006 Kopeika Trading House Bond issue Rb 4 000 000 000 Co-Underwriter February 2006 NPО "Saturn" Bond issue Underwriter November 2004 Tatenergo 1st bond issue Rb 1 500 000 000 Co-Underwriter March 2005 Permneftegeophizika Sale of 25.07% stake Agent January 2005 Cryogenmash 2nd bond issue Rb 500 000 000 Underwriter July 2005 Chelyabinsk Pipe Rolling Plant 1st bond issue Rb 3 000 000 000 Co-Underwriter June 2005 Pipe Metallurgic Company 2nd bond issue Rb 3 000 000 000 Co-Underwriter March 2005 Magnezit Group 1st bond issue Rb 1 500 000 000 Co-Underwriter December 2005 Izhmash-Auto Bond issue Rb 1 200 000 000 Co-Underwriter March 2004 Irkutskpisheprom-Invest Bond issue Rb 30 000 000 Co-Underwriter April 2004 Bank "ZENIT" 2nd bond issue Rb 2 000 000 000 Co-Underwriter February 2006 Kuibyshevazot-invest 2nd bond issue Rb 2 000 000 000 Underwriter March 2006 Pipe Metallurgic Company 3rd bond issue Rb 5 000 000 000 Co-Underwriter February 2006 Izhmash Concern 2nd bond issue Rb 1 000 000 000 Underwriter June 2005 АCBК-Invest 3rd bond issue Rb 1 500 000 000 Underwriter Аpril 2006 Uralsvyazinform Bond issue series 07 Rb 3 000 000 000 Co-Underwriter March 2006 Perm Lubricants and Coolants Plant Sale of 31.65% stake Agent December 2004 Central Telegraph Bond issue Rb 700 000 000 Co-Underwriter Аpril 2006 Sibirtelecom 1st bond issue Rb 1 530 000 000 Underwriter July 2003 GAZ-Finance 1st bond issue Rb 5 000 000 000 Co-Underwriter February 2006 Wimm-Bill-Dann Foods 2nd bond issue Rb 3 000 000 000 Co-Underwriter December 2005 Pipe Metallurgic Company 1st bond issue Rb 2 000 000 000 Co-Underwriter October 2003 ООО "АCBК-Invest" 1st bond issue Co-Underwriter September 2003 Tver coach building plant 1st bond issue Rb 750 000 000 Co-Underwriter October 2003 Cryogenmash Bond issue Rb 300 000 000 Co-Underwriter May 2003 КАМАZ-FINANCE Bond issue Rb 1 200 000 000 Co-Underwriter November 2003 SMARTS 3rd bond issue Rb 1 000 000 000 Co-Underwriter October 2004 Investment Banking. Projects

  17. Brokerage & Advisory Services • Comprehensive range of investment instruments and services • Professional investment research • Idea trading • Client financing • Flow trading

  18. Contacts 47 Bolshaya Polyanka, building 1 Moscow, Russia 119180 Tel.: +7 495 620-95-27 Fax: +7 495 620-95-30 info@kapital-ig.ru www.kapital-ig.ru

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