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Growing…                    and SustainingPotomac ConsultantsJonathan Chen, KristaLausman, Brendan Maggiore, andKent Strader
Impact Investing Survey                      What are the most significant barriers to                                 imp...
Barriers to Impact Investing                                         Access                                     Awareness ...
With Awareness Comes Opportunity                                                                         Households in the...
Recommendations:          Sustainable Financing          and Open Access                           Sustainable   Awareness...
Loan Vehicles  Senior Debt: Growth Notes                   Subordinate Debt: Impact   Collateralized amongst             ...
Loan Vehicles  Senior Debt: Growth Notes                   Subordinate Debt: Impact   Collateralized amongst             ...
Loan Subordination                            Sustainable   Awareness   ImplementationBarriers   Opportunities            ...
Creating an Open Exchange   Facilitate the relationship between GIIRS and    the Global Impact Investing Network   Priva...
Recommendations          Undergrad Awareness          Campaigns                           Sustainable   Awareness   Implem...
Agora Emerging Leaders Program                  Mission Statement     A competition to determine which universitys        ...
Agora Campus Manager  • Manage relations with    top business schools           – Can use MBA contacts and             net...
Impact Investing Clubs                                                       University of Michigan                       ...
Agora Campus Locations                                                 EM G N LEAD S                                      ...
Implementation and Expectations                           Sustainable   Awareness   ImplementationBarriers   Opportunities...
1              Agora Emerging Leaders Timeline                              2011                                       201...
1                               Member Evaluation                                                          “Deliverables” ...
1           Deliverables for Agora and the SGB• Emerging Leaders  reach out to professors  to relate classroom            ...
1                        Further Student Advocacy                                                                  Senior ...
Agora Emerging Leaders              EM G N LEAD S                ER I G   ER                                              ...
Bond Implementation                              2011            2012          2013      2014          2015   Bond:   Pric...
Administrative Cost Coverage                           Sustainable   Awareness   ImplementationBarriers   Opportunities   ...
Questions?
Appendix                       Competitive                        Landscape       Trip FundingEmerging Leaders            ...
1Growth Note for Agora Emerging Leaders
Investment Source: Senior Class Gifts Senior Class Gifts: 2010 George Washington University:      $74,838 Brown University...
Competitive Landscape        Lifecycle of a Social Entrepreneur                             Impact of new idea            ...
Agora Emerging Leaders• Expansion Timeline                                      Year 3                                    ...
1            Agora Emerging Leaders Timeline                       2011                                        2012 AUG   ...
Debt Vehicles
Standard SGB Loan Construction
Loan Subordination
Mercado AbiertoOpen market for exchange of goods and  authorizing loans.Key partnerships:
Administrative Cost Forecast
Grant Reduction
Concluding Remarks                           Unique barriers to                            Impact Investing Core competenc...
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Hilltop Challenge - Potomac Consultants

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Hilltop Challenge - Potomac Consultants

  1. 1. Growing… and SustainingPotomac ConsultantsJonathan Chen, KristaLausman, Brendan Maggiore, andKent Strader
  2. 2. Impact Investing Survey What are the most significant barriers to impact investing? Good Hope Consulting, May 2010 56% 54% 52% 50% 48% 46% 44% 42% Lack of track Dont know Financial Limited Insufficient record where to find advisors do not knowledge benchmarks recommend Sustainable Awareness ImplementationBarriers Opportunities Conclusion Revenue Campaigns Plans
  3. 3. Barriers to Impact Investing Access Awareness Measurable Impact Sustainable Awareness ImplementationBarriers Opportunities Conclusion Revenue Campaigns Plans
  4. 4. With Awareness Comes Opportunity Households in the $10,000+ top 30% income bracket indicate a willingness to$1,000-$9,999 become involved in impact investing $100-$999 $120 Billion EstimatedLess than $100 Market Opportunity Good Hope Consulting, May 2010 0% 10% 20% 30% 40% 50% Sustainable Awareness Implementation Barriers Opportunities Conclusion Revenue Campaigns Plans
  5. 5. Recommendations: Sustainable Financing and Open Access Sustainable Awareness ImplementationBarriers Opportunities Conclusion Revenue Campaigns Plans
  6. 6. Loan Vehicles Senior Debt: Growth Notes Subordinate Debt: Impact  Collateralized amongst Notes three diverse SGBs  Allocated for one SGB  Aimed at investors  Aimed at impact- oriented investors  Protected by senior  Includes requirement subordination for entrepreneur to  Interest choose new fund  9.5% to investor  Interest  13.5% to Agora  2.5% to investor  9.0% to Agora  4.0% to new projects Sustainable Awareness ImplementationBarriers Opportunities Conclusion Revenue Campaigns Plans
  7. 7. Loan Vehicles Senior Debt: Growth Notes Subordinate Debt: Impact  Collateralized amongst Notes three diverse SGBs  Allocated for one SGB  Aimed at investors  Aimed at impact- oriented investors  Protected by  Includes requirement subordination for entrepreneur to  Interest fund another project  9.5% to investor  Interest  13.5% to Agora  2.5% to investor  9.0% to Agora  4.0% to new projects Sustainable Awareness ImplementationBarriers Opportunities Conclusion Revenue Campaigns Plans
  8. 8. Loan Subordination Sustainable Awareness ImplementationBarriers Opportunities Conclusion Revenue Campaigns Plans
  9. 9. Creating an Open Exchange  Facilitate the relationship between GIIRS and the Global Impact Investing Network  Private OTC exchange:  Emphasis on linking strategic partners Sustainable Awareness ImplementationBarriers Opportunities Conclusion Revenue Campaigns Plans
  10. 10. Recommendations Undergrad Awareness Campaigns Sustainable Awareness ImplementationBarriers Opportunities Conclusion Revenue Campaigns Plans
  11. 11. Agora Emerging Leaders Program Mission Statement A competition to determine which universitys student body has the most effective impact investment campaign Goals – Awareness – Leadership development for impact investment sector Sustainable Awareness ImplementationBarriers Opportunities Conclusion Revenue Campaigns Plans
  12. 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 Sustainable Awareness ImplementationBarriers Opportunities Conclusion Revenue Campaigns Plans
  13. 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 Sustainable Awareness ImplementationBarriers Opportunities Conclusion 13 Revenue Campaigns Plans
  14. 14. Agora Campus Locations EM G N LEAD S ER I G ER EM G N LEAD S ER I G ER EM G N LEAD S ER I G ER EM G N LEAD S ER I G ER EM G N LEAD S ER I G ER EM G N LEAD S ER I G ER EM G N LEAD S ER I G ER EM G N LEAD S ER I G ER EM G N LEAD S ER I G ER EM G N LEAD S ER I G ER EM G N LEAD S ER I G ER EM G N LEAD S ER I G ER EM G N LEAD S ER I G ER EM G N LEAD S ER I G ER Sustainable Awareness ImplementationBarriers Opportunities Conclusion 14 Revenue Campaigns Plans
  15. 15. Implementation and Expectations Sustainable Awareness ImplementationBarriers Opportunities Conclusion Revenue Campaigns Plans
  16. 16. 1 Agora Emerging Leaders Timeline 2011 2012 AUG SEP OCT NOV DEC JAN FEB MAR APR Post AEL Evaluate Campus Impact Contest Group Contest Contest Results Campus & select Leaders Invest rules members begins ends Leader Campus recruit training provided develop Feb 1st March intern Leaders group by Agora plan 1st position members staff Perform member webinar training Impact Investment Awareness Capital Raised Sustainable Awareness ImplementationBarriers Opportunities Conclusion 16 Revenue Campaigns Plans
  17. 17. 1 Member Evaluation “Deliverables” for Capital Raised Campus Involvement Agora and the Startup Classroom involvement in: -Raising Awareness of Percent of student body Agora Value of capital raised to who donated to the Agora - Creating meaningful invest in startup Emerging Leaders Fund products to help the start up Rank based on creativity Rank out of 25 institutions Rank of out 25 institutions and impact Sustainable Awareness ImplementationBarriers Opportunities Conclusion 17 Revenue Campaigns Plans
  18. 18. 1 Deliverables for Agora and the SGB• Emerging Leaders reach out to professors to relate classroom Engage • Deliverables such as websites and assignments to Agora • Students gain real life databases experience while creating implemented at meaningful resources for startup at no charge startup. Connect Deliver Sustainable Awareness ImplementationBarriers Opportunities Conclusion 18 Revenue Campaigns Plans
  19. 19. 1 Further Student Advocacy Senior Gifts • Invest senior funds in Advocacy Agora, and use for senior gift in for future 3 years time Campus- wide investment involvement University Endowment Rating Agora Student Leaders • Advocate for a change in the rating system of universities to include social impact Sustainable Awareness ImplementationBarriers Opportunities Conclusion 19 Revenue Campaigns Plans
  20. 20. Agora Emerging Leaders EM G N LEAD S ER I G ER AG R C PU STAFF O A AM S Sustainable Awareness ImplementationBarriers Opportunities Conclusion Revenue Campaigns Plans
  21. 21. Bond Implementation 2011 2012 2013 2014 2015 Bond: Pricing Registration Marketing Mercado Abierto: Partner Recruiting Site development Exchange development Exchange Launch Sustainable Awareness ImplementationBarriers Opportunities Conclusion Revenue Campaigns Plans
  22. 22. Administrative Cost Coverage Sustainable Awareness ImplementationBarriers Opportunities Conclusion Revenue Campaigns Plans
  23. 23. Questions?
  24. 24. Appendix Competitive Landscape Trip FundingEmerging Leaders University Class GiftsTimeline Emerging Leaders Expansion
  25. 25. 1Growth Note for Agora Emerging Leaders
  26. 26. Investment Source: Senior Class Gifts Senior Class Gifts: 2010 George Washington University: $74,838 Brown University: $50,974 Yale University: $29,670 Stanford University: $29,670 University of Delaware $10,865 University of California- Irvine $10,000 Dartmouth University: $10,000 University of Connecticut $6,000
  27. 27. Competitive Landscape Lifecycle of a Social Entrepreneur Impact of new idea Maturity of social entrepreneur Stage 0: Stage 1: Launch Stage 2: Stage 3: Stage 4:High Apprenticeship Building Systems Global Systems Change Change Agora Partnerships Draper Richards Echoing Green Foundation Acumen Fund Ashoka Kellogg Foundation New Profit Manhattan Skoll Foundation InstituteLow Time
  28. 28. Agora Emerging Leaders• Expansion Timeline Year 3 • Expand Year 2 to all Top • Expand to 25 15 Business Year 1 Schools • Launch 10 Programs
  29. 29. 1 Agora Emerging Leaders Timeline 2011 2012 AUG SEP OCT NOV DEC JAN FEB MAR APRPost AEL Evaluate Campus Impact Contest Group Contest Contest ResultsCampus & select Leaders Invest rules members begins ends Leader Campus recruit training provided develop Feb 1st March intern Leaders group by Agora plan 1stposition members staff Perform member webinar training Impact Investment Awareness Capital Raised 29
  30. 30. Debt Vehicles
  31. 31. Standard SGB Loan Construction
  32. 32. Loan Subordination
  33. 33. Mercado AbiertoOpen market for exchange of goods and authorizing loans.Key partnerships:
  34. 34. Administrative Cost Forecast
  35. 35. Grant Reduction
  36. 36. Concluding Remarks Unique barriers to Impact Investing Core competency: Increased awarenessRelationship-building can bring incredible opportunity Necessary to utilize partnerships and resources to meet those needs faster

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