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Occupy Wall Street & SRI

Occupy Wall Street & SRI. Presented by: Michael Lent, Chief Investment Officer, Veris Wealth Partners, LLC October 4, 2012 . Agenda. 1) Innovations to Economic Models CDFI’s and Community Loan Funds Slow Money / Slow Living B-Corporations Employee-Owned Cooperatives: Evergreen Initiative

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Occupy Wall Street & SRI

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  1. Occupy Wall Street & SRI Presented by: Michael Lent, Chief Investment Officer, Veris Wealth Partners, LLC October 4, 2012

  2. Agenda 1) Innovations to Economic Models • CDFI’s and Community Loan Funds • Slow Money / Slow Living • B-Corporations • Employee-Owned Cooperatives: Evergreen Initiative 2) VERIS’ Investment Approach and Process • Sustainable Investing Across Asset Classes • Investing in New Economic Models

  3. New Ways of Doing Business Innovations to Economic Models Community Loan Funds, CDFI’s Slow Money / Slow Living Financial and Social Blended Return Community Based Investing Direct Ownership B-Corporations (for business owners) New models for doing business GIIRS Ratings (for investors) Employee-Owned Cooperatives: Evergreen Initiatives Evergreen Cooperative Corporation in Cleveland, OH with 4 underlying coops Green City Growers Cooperatives, Evergreen Energy Solutions, Evergreen Cooperative Laundry, Evergreen Business Services …ISSUE: How to Invest in these Initiatives?

  4. Investment Process Sustainable Investing Across All Asset Classes

  5. Investment Plan Development Identify Financial Goals and Objectives Identify Priority Impact Goals Develop Integrated Investment Policy Asset Allocation Risk/Return Assumptions Integrate Impact approach throughout the portfolio

  6. Investment Process Portfolio Construction Cash and Cash Equivalents Community Bank /Credit Union CD’s, Money Market Funds Public Debt / Private Debt Public: Sustainable Muni and Taxable Bonds Private: Short Duration Notes, Loan Funds, Private Debt Funds, Mezzanine Debt Funds Public Equity Sustainably Integrated Public Equity Managers Private Equity / Hedging Strategies Sustainably Integrated Thematic Private Equity Funds Sustainably Integrated Hard Assets/Real Assets Funds Sustainably Integrated Hedging Strategies and Other Alternatives

  7. Veris Wealth Partners Biography Michael Lent, Partner & Chief Investment Officer Michael is a founding principal and the CIO of Veris Wealth Partners,LLC. For 18 years, he’s been delivering financial planning and investment consulting services to families, family offices, and foundations. Michael has been recognized by the Calvert Foundation for his advocacy of blended-value community investing and is regularly cited by major media outlets such as AP and Reuters on matters pertaining to sustainable investing. Prior to Veris, he co-founded the New York office of Progressive Asset Management, the first national full-service broker/dealer to focus on socially responsible investing. Earlier in his career, while working on economic development issues in Central America, Michael realized that, for his work to achieve its full impact, he and his colleagues would need sustained access to new financial resources. So he began to focus his efforts on outreach, educating others who also recognized the important link between capital and social change. He now helps others use their resources to achieve personal financial goals while having a positive impact on the world around them. Michael is the Treasurer and a Trustee of the Edward W. Hazen Foundation, and serves as Chair of the Board of Directors of US SIF, The Forum for Sustainable and Responsible Investment. He is also a member of the Investment Management Consultants Association (IMCA) and a Certified Investment Management Analyst (CIMA®). Michael graduated from the University of California at Santa Cruz with a B.A. in Biology. He lives with his wife in Brooklyn, NY.

  8. Firm Overview Veris Wealth Partners LLC, is a sustainable wealth management firmed dedicated to aligning families’ and foundations’ financial goals with their values and mission. Our primary business objective is to significantly grow the sector of families and foundations aligning their financial objectives with their mission and values to create a more sustainable world. • Founded in July of 2007 • Became a B-Corp (Benefit Corp) in April of 2011 • Independent, employee owned, SEC registered RIA • Offices in NYC, San Francisco, Portsmouth NH • Veris’ Partners have been providing Impact Investing to clients since 1992 We believe Sustainable Investing is the smart way to invest. Performance-driven investing that aligns your wealth with your values and your worldview. This is the most important innovation to investing in our lifetime.

  9. Important Consumer Disclosure This presentation contains general information that is not suitable for everyone. Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed in this presentation will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Veris Wealth Partners, LLC (“Veris”) is an SEC registered investment adviser with its principal place of business in the State of California. Veris and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Veris maintains clients. Veris may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This presentation is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by Veris with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Veris, please contact Veris or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about Veris, including fees and services, send for our disclosure statement as set forth on Form ADV Part 2A from Veris using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

  10. Thank You For more information: Michael Lent www.veriswp.com mlent@veriswp.com (212) 349-4172

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