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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…

and 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 Comes Opportunity

Households in the top 30% income bracket indicate a willingness to become involved in impact investing

Good Hope Consulting, May 2010


Recommendations: Sustainable Financing and Open Access


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


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


Loan Subordination


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


RecommendationsUndergrad Awareness Campaigns


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


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


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


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


Implementation and Expectations


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


1

Member Evaluation


1

Deliverables for Agora and the SGB


1

Further Student Advocacy


Agora Emerging Leaders

EMERGING LEADERS

AGORA CAMPUS STAFF


Bond Implementation


Administrative Cost Coverage


Questions?


Appendix

Emerging Leaders Timeline


1

Growth Note for Agora Emerging Leaders


Investment Source: Senior Class Gifts


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


Agora Emerging Leaders

  • Expansion Timeline


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


Debt Vehicles


Standard SGB Loan Construction


Loan Subordination


Mercado Abierto

Open market for exchange of goods and authorizing loans.

Key partnerships:


Administrative Cost Forecast


Grant Reduction


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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