Kresge Presentation

VALUES VALUES PURPOSE PURPOSE MISSION MISSION

STRATEGYSTRATEGY

SocialMoney

MCG-FundMCG-FundGoalsGoals

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

What is MCG ?

HistoryMediaConsulting

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

What is MCG ?

HistoryMediaConsulting

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

What is MCG ?

HistoryMediaConsulting

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

What is MCG ?

•Non-Profit

•Projects

•Training & Placement

•Policy

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

What is MCG ?

•Non-Profit

•Projects

•Training & Placement

•Policy

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

What is MCG ?

•Non-Profit

•Projects

•Training & Placement

•Policy

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

What is MCG ?

•Non-Profit

•Projects

•Training & Placement

•Policy

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

What is MCG ?

•Non-Profit

•Projects

•Training & Placement

•Policy

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

What is MCG ?

•Non-Profit

•Projects

•Training & Placement

•Policy

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

What is MCG ?

•Non-Profit

•Projects

•Training & Placement

•Policy

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

What is MCG ?

•Non-Profit

•Projects

•Training & Placement

•Policy

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

What is MCG ?

•Non-Profit

•Projects

•Training & Placement

•Policy

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

What is MCG ?

•Non-Profit

•Projects

•Training & Placement

•Policy

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

What is MCG ?

•Non-Profit

•Projects

•Training & Placement

•Policy

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

•Non-Profit

•Projects

•Training & Placement

•Policy

Fiscal and Land-Use POLICY

Local Law 5

Tax abatement

Fiscal and Land-

Use POLICY

Investor activism

Synagro, Operator of NY Organic Fertilizer Facility in South Bronx Focus ofFaith-Based Institutional Investors Shareholder-Sponsored Environmental Resolution

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

“With unemployment an increasingly urgent problem—and global warming a growing concern, Carter is increasingly looking pretty darn brilliant.” --CNN Money Nov. 2008

“With unemployment an increasingly urgent problem—and global warming a growing concern, Carter is increasingly looking pretty darn brilliant.” --CNN Money Nov. 2008

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

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.

NYTimesGreen Power

Broker

quotation

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

Founding board member of E-8

Speaking Schedule

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

Environmental Leader

and Majora’s “boss” Robert Redford

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

Sustainable Forestry Management in

MadagascarAdriankoto

a pioneering consulting group that unlocks the potential of every placea pioneering consulting group that unlocks the potential of every place

Domestic Green Construction Materials

Manufacturing

Tale of Three Citiesit 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 Market2) Inner City: Low Real-Estate Value3) Rural Economic Region

Urban: High Real-Estate Market

•The South Bronx

Urban: Low Real-Estate Market

•Detroit

•expereince in NOLA

Rural: Low Real-Estate Market

•Elizabeth City, NC

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

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)

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

Phase 3 - Establish Organizational Structure & Processes

- Organizational Structure

- Governance Structure

(Including Underwriting & Asset Management Process, due diligence and reporting)

- Finalize Advisory Board

Ready to go!

VALUES VALUES PURPOSE PURPOSE MISSION MISSION

STRATEGYSTRATEGY

Social Investment

Traditional Investment

MCG-FundMCG-FundGoalsGoals