18. Fiscal
and Land-Use
POLICY
and Land-Use
POLICY
Investor activism
Synagro, Operator of NY Organic Fertilizer
Facility in South Bronx Focus of
Faith-Based Institutional Investors Shareholder-
Sponsored Environmental Resolution
19. “With une
mployme
increasin nt an
gly urgen
global wa t problem
rming a g —and
concern, rowing
Carter is
looking p increasin
retty darn gly
--CNN M brilliant.”
oney N ov
. 2008
a pioneering consulting group that unlocks the potential of every place
20. Northern Ireland's Minister
for Social Development...
[with] a $10 billion annual
budget and a staff of 7,500,
had come to Majora to learn
how to address Belfast's mix
of poverty, joblessness,
drugs, and ethnic tension—
uncannily similar to the
Bronx at its worst.
a pioneering consulting group that unlocks the potential of every place
26. Domestic Green
Construction Materials
Manufacturing
a pioneering consulting group that unlocks the potential of every place
27. Tale of Three Cities
it was the best of times, it was the worst of times,
and in some ways it was just really really bad...
it was the best of times, it was the worst of times,
and in some ways it was just really really bad...
1) Inner City: High Real-Estate Market
2) Inner City: Low Real-Estate Value
3) Rural Economic Region
31. CAPITAL MARKETS ARE IN DISARRAY.
NOW IS THE TIME TO DIG DEEPER TO
FIND HEALTH IN THE CAPITAL
SYSTEM
--Fern Jones, at MCG Fund exploratory meeting
32.
33. Phase 1 - Define Identity &Activity Scope
- Assemble Advisory Board for Project
(Kresge, SJF, Fund Managers, Social Entreprenuers)
- Define Social Thesis & Investment Thesis
- Investment Levels
(Direct Investment / Fund of Funds Strategy)
- Sectors of Focus
(Industries, Developmental Stage, Control or Non-Control)
34. Phase 2 - Develop Fund and Investment Structure
- Investment Criteria
- Fund Structure (differentiate between L3C, non-profit, or....)
- Typical Deal Structures to pursue
- Targeted Returns and Other Metrics
35. - Organizational Structure
- Governance Structure
(Including Underwriting & Asset Management Process, due diligence and
reporting)
- Finalize Advisory Board
Ready to go!
36. MCG-Fund
Goals
VALUES
PURPOSE
MISSION
STRATEGY
Traditional Social
Investment Investment
