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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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kapital investment group
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.
history
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

shareholder information

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
organization chart
Organization Chart

Board of Directors

Committees:

  • Investment
  • Risk management

Executive Committee

General Director

Asset Management

Sales & Trading

Investment Banking

Research

Business Support

kapital investment group1
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
competitive edge
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
kapital investment group awards
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".

asset management structure
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

core businesses
Core Businesses
  • Asset management
  • Investment banking
  • Brokerage services
  • Advisory services
  • Proprietary sales & trading
asset management products
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
asset management benchmarks
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
asset management key customers

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

»

investment banking products
Investment Banking. Products
  • Equity and Debt Financing on Capital Markets
  • Project Finance
  • Advisory on Mergers & Acquisitions
  • Strategic Consulting
investment banking key projects

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
investment banking projects

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
brokerage advisory services
Brokerage & Advisory Services
  • Comprehensive range of investment instruments and services
  • Professional investment research
  • Idea trading
  • Client financing
  • Flow trading
contacts
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