ATA INVEST PROFILE

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ATA INVEST PROFILE
New York - Istanbul - Dubai
November 2007
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PART I
Overview of Ata Finance Group Ata Invest
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Overview / Ata Finance Group
There are four financial services companies under
Ata Finance Group umbrella..
Controlling parent, focused on investment banking
and wealth management.
Online Brokerage, focused on Retail Investors
Asset Management, focused on Retail and Pension
Fund Management
Closed-end Fund Management (Listed on ISE)
The first Turkish Investment Banking operation
in Dubai 
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Ata Invest / International Network
Frankfurt - Germany Established in 2006 with Sal
Oppenheim Focus Equity Brokerage Private
Placement Client Base End Clients Coverage
Continental Europe
Istanbul - Turkey Established in 1991 via HQ
Office Focus Equity Brokerage Financial
Advisory Client Base Brokers and End
Clients Coverage United Kingdom
New York - USA Established in 1996 via Agency
with AGC Focus Equity Brokerage Private
Placement Client Base End Clients Coverage
North America
Dubai - UAE Established in 2006 full subsidiary
of Ata Invest Focus Advisory Client Base
End Clients Coverage Gulf cooperation
Council Members
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Overview / Ata Invest Business Model
Ata Invest completed the spin-off of its retail
distribution platform and asset management
business units and re-defined its business
Wealth Management and Investment Banking.
Customer Needs
Until 2001... Full-service brokerage house

2001 and onwards... Wealth management
Investment Banking

• Customer sophistication
• Convergence in financial services
• Higher efficiency and better service through
  segmentation and specialization
• Alternative corporate advisory services

• Services
• Equity brokerage (local international)
• Fixed income securities trading
• Mutual funds management
• Corporate finance
• Private equity
• Research

• Services
• Wealth Management to high-net-worth investors
• Investment Banking to local and international
  corporate clients

• Strategic alliances established
• Imperial College, London
• IBS Research Consultancy, Istanbul
• TicaretNet, Istanbul (Group company)

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Overview / Ata Online Business Model
Ata Online is a one-stop shop for financial
services needs, as a part of the Multi Channel
Offering strategy of Ata Finance Group. These
services, some backed by strategic alliances, are
available via Internet, call center and IVR.
Customer Needs
ATA ONLINE Core Competencies

• Electronic Bill Payment
• Credit Card
• Insurance
• Tax Advice
• 3rd party research
• Business, content

• Brokerage
• 1st online broker in Turkey providing integrated
  financial services
• International equity trading through Instinet
  (postponed)
• Asset Management / Distribution
• 1st non-bank fund manager
• Fund market coming soon

• AIG Insurance
• Datascope
• Garanti
• Knight Securities
• Taylor Nelson Research (TNS)
• Yurtiçi Kargo

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Overview / Ata Asset Management Business Model
Ata Invest spun off its asset management business
unit in early 2001 in order to better meet
customer needs and to exploit new opportunities
of private pension funds system.
Customer Needs
Until 2001... A family of funds established and
managed under Ata Invest
2001 and onwards... Product diversification and
new value-add services under a newco

• Core competencies developed
• Proven Track Record
• Solid Performance
• Wide Range of Services
• Part of a Multi Channel Network
• Backed by Professional Research
• Ready Proven Technology Infrastructure
• Business Excellence

• Customer needs
• Transparency
• Wide Range of Service
• Prudence
• Professional Research
• Customized Reports

Current Portfolio of Open-end Mutual Funds in the
Market
Product diversification
International Funds
Offshore Funds
Private Label Funds
New value-add services
Mutual Fund Management
Pension Fund Management

• Strategic alliances established
• Isvicre Insurance (1993 - 2000)
• AIG Insurance (1999 - to date)
• Koç-Allianz Insurance (2000 - 2002)
• Ankara Pension (2003- to date)

Financial Consultancy
Discretionary Portfolio Management
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PART II
Investment Banking (IB) Capability of ATA Invest
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IB Capability of Ata Invest / Ata Invest Services

• Investment Banking Capability through 13 years of
  consistent operations, continuity of senior
  management, focused approach and customized
  market solutions (hence the success of Ata
  Private Equity)
• Institutional, macro economic, industrial and
  corporates Research Capability through 15 years
  of consistent operations
• Excellent Relationships with State (Privatization
  Administration, Capital Markets Board, Treasury),
  Leading Corporates (Alliances and JVs) and
  International institutional/financial investors

Public Offerings
MA
Convertible Bonds
Consultancy
Real Estate
Corporate Bond
Private Placement
Privatization
Mezzanine Finance
Private Equity
Financial Advisory
Equity Capital Markets
Debt Capital Markets
Real Estate

• Since 1994, Ata Invest has
• Underwritten and distributed the shares of 60
  companies via IPOs SPOs,
• Structured, executed and managed several private
  placements.

• Since 1994, Ata Invest has
• Structured and executed a wide range of domestic
  international MA transactions,
• Taken part in 25 of all Private Equity
  projects as the first Turkish EVCA member,
• Provided services in several privatization
  projects on both "buy-side" and "sell-side,
• Completed several consultancy projects, where the
  scope of work included feasibility studies,
  strategic planning, sectoral analysis, investor
  relations, project management and financial
  restructuring.

• Ata Invest provides a property solutions platform
  where real estate expertise is combined with the
  investment banking capability to create one stop
  shopping opportunity to clients investing in
  Turkish Real Estate Market.
• Ata Invests strategic alliance brings its broad
  knowledge and experience in Turkish real estate
  market along with its strong local contacts.

• Ata Invest leverages on its strong position in
  Financial Advisory and Equity Capital Markets to
  produce customized solutions to customers with
  the inclusion of the new debt instruments in
  alliance with top quality institutions.
• Launched Equity Linked Financing Services in
  alliance with a major Partner,
• Will launch Corporate Bonds financing in 2007
  in alliance with a major Partner,
• will launch Private Mezzanine financing
  services in 2007 in alliance with a Mezzanine
  Fund.

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IB Capability of Ata Invest / Private Equity
Sparx-Nomura
Safron Advisors
Sell-Side Advisory 1995
Sell-Side Advisory 1997
Buy-Side Advisory 1998
Buy-Side Advisory 1999
Sell-Side Advisory 2000
AIG Blue Voyage Fund
Project Bazaar
Project Mortar-ETI
Accelerated Book-Building 2004
Accelerated Book-Building 2006
Buy-side Advisory Pending
Sell-side Advisory Pending
Strategic Advisor 2000 - 2006
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IB Capability of Ata Invest / Mergers
Acquisitions
Buy-side Advisory 2000
Sell-side Advisory 1995
Sell-side Advisory 2000
Buy-side Advisory 2005
Sell-side Advisory 2004
Buy-side Advisory 2006
Buy-side Advisory 2007
Buy-side Advisory 2006
Buy-side Advisory 2006
Buy-side Advisory 2005
Project Hittite
Project Mattise
Project Topkapi
Sell-side Advisory 2007
Buy-side Advisory 2007
Buy -side Advisory 2007
Buy-side Advisory 2007
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IB Capability of Ata Invest / Privatization
Advisory
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IB Capability of Ata Invest / Consultancy
1998
1995-2002
1997-2000
1998
1998-2002
1999
2000
2003
Project Monet
2004
2006
Pending
2007
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IB Capability of Ata Invest / Public Offerings
Pre-2000
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IB Capability of Ata Invest / Public Offerings
2000 2004
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IB Capability of Ata Invest / Public Offerings
Post-2004
2005
2006
2006
2007
2007
2006
2007
2006
2005
2007
2006
2007
2006
2005
2006
2005
2007
2007
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IB Capability of Ata Invest / Privatization SPOs
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IB Capability of Ata Invest / Research
Ata Invest is one of the top local research
houses...

• According to AQ Research Ata Invest is
• No 1 in 2005 in Turkish Mid Cap Recommendations
• No 1 in 2005 in Turkish Small Cap
  Recommendations
• No 1 in 2006 in Turkish Small Cap
  Recommendations
• Product Diversity
• 32 reports of varying frequencies on key ISE
  companies and sectors, financial markets,
  macroeconomic and political developments.
• Electronic Distribution
• Bloomberg www.bloomberg.com
• Multex www.multex.com
• Internet Securities www.securities.com
• I/B/E/S International www.trapeze.net
• Ata Invests research reports can legally be
  distributed in the USA.
• Ability to initate new sector coverage (ie
  Software, Internet and Telecom)

Source European Midcaps Yearbook 2005 and
European Smallcaps Yearbook 2007 published by AQ
Research Ltd.
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IB Capability of Ata Invest / Recent Conferences
17 December 2006

• Organized by Ata Invest
• Participants were 6 of the biggest companies in
  Turkey and also Privatization Administration

Participants Ali Babacan, Minister of State for
Economic Affairs Metin Kilci, President of
Privatization Administration Erdogan Bayraktar,
President of Housing Development Administration
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IB Capability of Ata Invest / Recent Conferences
BANKING ON TURKEY 2006 London (October 18)
TURKISH INVESTOR CONFERENCE 2006 New York
(October 30-31)

• Organized by Ata Invest Auerbach Grayson
• Participants were 12 of the biggest companies in
  Turkey.

Banking on Turkey conference, organized by
Isbank, Ata Invest , DEIK, The Banker, Foreign
Direct Investment and Financial,
Speakers

• Ali Babacan, Minister of State for Economic
  Affairs
• Ibrahim Çanakçi, Undersecretariat of Treasury
• Tevfik Bilgin, Chairman, Banking Regulation and
  Supervisory Agency
• Dogan Cansizlar, Chairman,Capital Markets Board
  of Turkey
• Kadir Topbas, Mayor of Istanbul Metropolitan
  Municipality
• Aykut Demiray, Deputy CEO, IS BANK
• François Gamet, Director Energy Finance, Standard
  Bank Plc
• Mehmet Sami, Executive Board Member, Ata Invest
• Murat Özgen, General Manager, Is Venture Capital
• Metin Mansur, Chairman of DEIK/Turkish British
  Business Council
• Mehmet Simsek, Head of Fixed Income
  StrategyEconomics Research for Emerging EMEA,
  Merrill Lynch
• David Brewer, Alderman,Lord Mayor of the City of
  London
• Yolanda Courtines, Vice President, JP Morgan
• Metin Ar, Predident and CEO,Garanti Securities

Participant Companies
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IB Capability of Ata Invest / Conferences
Roadshows
Organized by Ata Invest Auerbach Grayson Held
in New York City on November 7th 8th, 2005

• Representing 20 of ISE Mcap
• Meeting with nearly 40 institutional Investors
  (combined AUM of 2.5 Trillion )

Recent Individual Roadshows Private Placements
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