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Investor Presentaiton

Manager Overview (Future Generations Fund) Fund Manager Lead Portfolio Manager Region of Domicile Date of Fund Inception 2017 Returns NSIA's NAV $(min) NSIA Inception African Capital Alliance Private Equity IV Paul Kokoricha & Cyril Odu Lagos, Nigeria N/A -20.69% Secondary Private Equity: KG Brussels 16 Fund Holdings: Avenue Special Situations Fund IV, L.P. • Cerberus Institutional Partners, L.P. Series Four • Fortress Investment Fund IV, L.P. • Fortress Investment Fund IV Coinvestment, L.P. • Fortress Investment Fund V, L.P. • Fortress Investment Fund V Coinvestment, L.P. • H.I.G. Bayside Opportunity Fund, L.P. Marlin Equity, L.P. • Marlin Equity II, L.P. • OCM Opportunities Fund IVb, L.P. OCM Opportunities Fund VI, L.P. • OCM Opportunities Fund VII, L.P. • OCM Opportunities Fund VIIb, L.P. •Sun Capital Partners IV, LP •Wayzata Opportunities Fund, LLC •Wayzata Opportunities Fund II, L.P. 3.2 32 Fund Strategy Nigeria Sovereign Investment Authority Fund Logo 15-Nov-2015 ACA was founded in 1997 under the leadership of Okey Enelamah and Dick Kramer. With more than 15 years of investing experience in Nigerian private equity, ACA benefits from its strong brand name and deep connections. ACA maintains flexibility to invest in buyout and growth equity deals in companies of various enterprise values and avoids companies subject to competitive auction processes. Fund IV has targeted $600m to invest across West Africa, seeking a 3.0x multiple and a 30% IRR. A Abuja, Nigeria 15-Aug-2014 N/A 47.9 Healthcare Royalty Gregory B. Brown & Todd C. Davis Stamford, U.S.A. 2007 N/A 0.3 Partners III 15-Aug-2014 NSIA created this vehicle for transactional and tax efficiency purposes relating to the acquisition of a portfolio of private equity interests from a European banking counterparty. This portfolio has performed exceptionally well both in terms of cash distributions and in terms the absolute revaluation gain. It is expected that 99% of the portfolio will be liquidated by year end 2018. KGBrussels.P 15-Aug-2014 HCRP was founded in 2007 by the royalty team formerly at Paul Capital. Healthcare royalties offer high yield (low- to mid-teens, thereby mitigating the J-curve effect) with downside protection in the form of capital structure seniority. Returns are linked to healthcare product sales, which are generally stable and exhibit low correlation with other asset classes. Fund III has raised $1.5bn and is targeting a 1.6-2.0x multiple and a gross IRR of 15-18%. HEALTHCARE ROYALTY PARTNERS™ 54 ....
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