AGM Presentation, August 31, 2011. Acquire Create Grow. Disclaimer.
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The information contained herein, while obtained from sources which are believed to be reliable, is not guaranteed as to its accuracy or completeness and confers no right to purchasers. Information contained herein may be amended. This presentation is for information purposes only and does not constitute an offer to sell or a solicitation to buy the securities referred to herein.
Certain statements in this presentation may constitute “forward-looking statements” within the meaning of applicable Canadian securities laws. These forward-looking statements include statements with respect to our beliefs, plans, objectives, expectations, anticipations, estimates and intentions. The words “may”, “will”, “could”, “should”, “would”, “believe”, “expect”, and “continue” (or the negative thereof), and words and expressions of similar import, are intended to identify forward-looking statements. Such forward-looking statements are based on current expectations and involve certain risks and uncertainties. Actual results might differ materially from those projecting in the forward-looking statements. In some cases, information regarding certain important factors that could cause actual results to differ materially from those in the forward-looking statements is contained in Jovian’s filings with the Canadian securities regulators. Such factors include: general economic and market conditions; our ability to execute our strategic plans and meet financial obligations; the performance of the principal subsidiaries of Jovian Capital Corporation (“Jovian”); Jovian’s ability to raise additional capital, if needed; our ability to create, attract and retain assets under management and assets under administration; risks relating to trading activities and investments; competition faced by Jovian; regulation of Jovian’s business; successful integration of Jovian with any acquired businesses and the realization of any anticipated synergies; maintenance of minimum regulatory capital requirements for certain of Jovian’s subsidiaries; potential liability of Jovian and its subsidiaries under securities laws and for violations of investor suitability requirements; the ability of Jovian and its subsidiaries to attract and retain key personnel and financial advisors; administrative vulnerability and error; and the availability and adequacy of insurance coverage for Jovian and its subsidiaries. The preceding list is not exhaustive of all possible risk factors that may influence actual results and are identified based upon information available as of the date hereof. Many of the factors that will determine our future performance are beyond our ability to control or predict. You are cautioned not to put undue reliance on any forward-looking statements. Except as required by applicable securities laws, we do not have any intention or obligation to update forward-looking statements after this presentation, even if new information, future events or other circumstances have made them incorrect or misleading.
Financial services companies in two segments
benefits to First Nations
the right buyer
Transactions demonstrate Jovian’s ability to grow companies with view to realizing value for shareholders
Current portfolio of companies
Leon Frazer &Associates
Hahn Investment Stewards
Client base: primarily HNW individuals, estates and trusts; also serve institutions, charitable foundations and pension plans
Client base: HNW individuals and institutions
Acquired: July 2009
Acquired: November 2003
Total Revenue by Classification
For the years ended March 31 ($ in thousands)
Total Revenue by Segment
For the years ended March 31 ($in thousands)
As at March 31 ($ in billions)
* Assets Under Administration prior to 2010 has been restated to reflect the sale of Felcom Data Services Inc. business line, completed Oct. 23, 2009