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Growing…

Growing…. a nd Sustaining. Potomac Consultants Jonathan Chen, Krista Lausman , Brendan Maggiore , and Kent Strader. Impact Investing Survey. Good Hope Consulting, May 2010. Barriers to Impact Investing. $120 Billion Estimated Market Opportunity. With Awareness C omes O pportunity.

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Growing…

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  1. Growing… and Sustaining Potomac Consultants Jonathan Chen, Krista Lausman, Brendan Maggiore, and Kent Strader

  2. Impact Investing Survey Good Hope Consulting, May 2010

  3. Barriers to Impact Investing

  4. $120 Billion Estimated Market Opportunity With Awareness Comes Opportunity Households in the top 30% income bracket indicate a willingness to become involved in impact investing Good Hope Consulting, May 2010

  5. Recommendations: Sustainable Financing and Open Access

  6. Loan Vehicles Senior Debt: Growth Notes • Collateralized amongst three diverse SGBs • Aimed at investors • Protected by senior subordination • Interest • 9.5% to investor • 13.5% to Agora Subordinate Debt: Impact Notes • Allocated for one SGB • Aimed at impact-oriented investors • Includes requirement for entrepreneur to choose new fund • Interest • 2.5% to investor • 9.0% to Agora • 4.0% to new projects

  7. Loan Vehicles Senior Debt: Growth Notes • Collateralized amongst three diverse SGBs • Aimed at investors • Protected by subordination • Interest • 9.5% to investor • 13.5% to Agora Subordinate Debt: Impact Notes • Allocated for one SGB • Aimed at impact-oriented investors • Includes requirement for entrepreneur to fund another project • Interest • 2.5% to investor • 9.0% to Agora • 4.0% to new projects

  8. Loan Subordination

  9. Creating an Open Exchange • Facilitate the relationship between GIIRS and the Global Impact Investing Network • Private OTC exchange: • Emphasis on linking strategic partners Mercado Abierto

  10. RecommendationsUndergrad Awareness Campaigns

  11. Agora Emerging Leaders Program Mission Statement A competition to determine which university's student body has the most effectiveimpact investment campaign Goals • Awareness • Leadership development for impact investment sector

  12. Agora Campus Manager • Manage relations with top business schools • Can use MBA contacts and networks • Push Agora’s mission statement • Create partnerships with Undergraduate Business Faculty and encourage Agora entrepreneur projects

  13. Impact Investing Clubs University of Michigan NYU ---School with a Impact Investing Club ---School with a club similar to Impact Investing ---School without a Impact Investing Club

  14. Agora Campus Locations EMERGING LEADERS EMERGING LEADERS EMERGING LEADERS EMERGING LEADERS EMERGING LEADERS EMERGING LEADERS EMERGING LEADERS EMERGING LEADERS EMERGING LEADERS EMERGING LEADERS EMERGING LEADERS EMERGING LEADERS EMERGING LEADERS EMERGING LEADERS

  15. Implementation and Expectations

  16. 1 Agora Emerging Leaders Timeline Post AEL Campus Leader intern position Campus Leaders recruit group members Contest rules provided Contest begins Feb 1st Results Evaluate & select Campus Leaders Group members develop plan Contest ends March 1st Impact Invest training by Agora staff member Perform webinar training Impact Investment Awareness Capital Raised

  17. 1 Member Evaluation

  18. 1 Deliverables for Agora and the SGB

  19. 1 Further Student Advocacy

  20. Agora Emerging Leaders EMERGING LEADERS AGORA CAMPUS STAFF

  21. Bond Implementation

  22. Administrative Cost Coverage

  23. Questions?

  24. Appendix Emerging Leaders Timeline

  25. 1 Growth Note for Agora Emerging Leaders

  26. Investment Source: Senior Class Gifts

  27. Competitive Landscape Lifecycle of a Social Entrepreneur Impact of new idea Maturity of social entrepreneur High Stage 0: Apprenticeship Stage 1: Launch Stage 2: Building Stage 3: Systems Change Stage 4: Global Systems Change Agora Partnerships Draper Richards Foundation Echoing Green Acumen Fund Ashoka New Profit Kellogg Foundation Manhattan Institute Skoll Foundation Low Time

  28. Agora Emerging Leaders • Expansion Timeline

  29. 1 Agora Emerging Leaders Timeline Post AEL Campus Leader intern position Campus Leaders recruit group members Contest rules provided Contest begins Feb 1st Results Evaluate & select Campus Leaders Group members develop plan Contest ends March 1st Impact Invest training by Agora staff member Perform webinar training Impact Investment Awareness Capital Raised

  30. Debt Vehicles

  31. Standard SGB Loan Construction

  32. Loan Subordination

  33. Mercado Abierto Open market for exchange of goods and authorizing loans. Key partnerships:

  34. Administrative Cost Forecast

  35. Grant Reduction

  36. Concluding Remarks Unique barriers toImpact Investing Core competency:Relationship-building Increased awareness can bringincredible opportunity Necessary to utilize partnerships and resources to meet those needs faster

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