ECHOglobal Holdings, Inc.

S T R AT E G I C PA R T N E R S H I P S with

JORGE MENDOZA JUDAN President and CEO

Workshop on Governance Structure of the GREAT Women in ASEAN Initiative (GWAI)

JW Marriott Hotel, Bangkok, Thailand, 30 November – 1 December

Community Wealth Builders

Hybrid Social Enterprise

Integrator of Interventions Creating Shared Values WITH Corporate Social Responsibility Unique Value Proposition (UVP): CSV + CSR = CWB

Financial Sustainability Models: Revenue Streams

UVP Fulfillment: Trackability, Monitoring & Measurement of Outcomes

Key Success Factors : SE Investments in closely aligned social missions

profits thru simplified Value Chain, cognizant of positive, negative & unintended consequences

Key Result Areas : Value Creation, Knowledge Management, Enterprise Governance,

Operations Process Efficiencies, Product Innovations, Quality of Outputs, Cross-functional Supply Chain Integration, Branding Management, Market Access

The Law of the Big Picture: “The GOAL is more Important Than the ROLE”

WAWN: Strategic Considerations

CSR : Corporate Social Responsibility

SEPARATE from the Business – Taking Resources from Business,

Investing Resources IN BEING Good Corporate Citizen.

CSV: Creating Shared Values

INTEGRATING Social and Environmental Impact

INTO the Business, driving Economic Value by

CHANGING HOW THE CORE BUSINESS OPERATES: Strategy, Structure, People,

Processes & Rewards delivering Triple Bottom Line Returns -

Profit, People & Planet.

Pre-2008: Nothing new Created F. Foundation - CSR poster baby for SMEs; Nestle Foundation - CSR model for Big Business 2012: Social Enterprise Summit @ Harvard Business School 2013: The Power Shift @ Oxford’s Said Business School 2015: ESSI SE (CSV) + ECHOsi Foundation (CSR)

CSV + CSR = CWB Community Wealth Builders

WAWN: Perspective Beyond Bottom Line

Fostering Shared Prosperity with Inclusive Growth as a CWB by creating Shared Values through Social Responsibility

CSR

CSV

CWB

Executive Leadership

Project Leadership

Project Work Teams

Sponsor Advisory or Steering Team

Project Leader Project Manager

Core Team

Functional Team

Champion for the project. Provides high-level direction, authority, and resources. Removes roadblocks.

Supports the Sponsor & Project Leader. Provides high-level direction and input.

Provides subject matter expertise and functional/subject matter expertise, ownership, leadership, and accountability for assigned project results.

Provides process expertise, tracking and reporting.

Provides day-to-day leadership for planning, implementation, and closing. Resolves issues and escalates when needed.

Provides leadership of the day-to-day activities of the project in support of the planning and implementation of the project plan.

Change and/or Communications Team

Functional Team

Functional Team

Consider the impact on people as a result of the project or project results to determine need for this team.

Project Resources Critical resources that can be brought in such as Subject Matter Experts as needed.

WAWN: High-level Proj Orgn Chart

• Direct Investment: JV Equity

• Capital Infusion: Cash Flow Management, Knowledge Management Systems, Technical & Testing Equipment, and Production Facilities

• Financial Support: Trade / Credit facilities, Bridge financing, others

• Knowledge Management: Technical Expertise / Guidance / Oversight

• Product Development: Evolution & Innovations

• Supply Chain Integration: Economies of Scale

• Production & Manufacturing: Best Practices & Process Efficiencies

• Benchmarking: Product Testing, Quality Assurance & Standards

• Branding: IP Protection & Trademark Registrations, Brand Architecture & Management, Labelling & Packaging Design,

• Marketing: Promotions, Local, Regional & International processes for Market Access, Acceptance, Penetration & Distribution

Products are made in factories; Brands are Created in the Mind. Once our Brand captures the Mind – it gains Behavior. EGH Brands capture the HEART – gaining COMMITMENT.

WAWN: Strategic Interventions

Core Competencies

Can our CSV + CSR Interventions thru

Investments in SE Programs & Projects

actually MOVE the needle

In REAL Terms

with Societal Impact

to alleviate poverty yet deliver

acceptable financial returns ?

The EGH engagement: Its Value and Impact

WAWG: The EGH Challenge

Beyond the Bottom Lines

ECHOglobal Holdings, Inc.

• Good • Green • Gender

To grow, SEs must adapt to business rules; To scale impact, SEs must blend social benefit & financial revenues

ECHOfinance

ECHOservices

ECHOgreen

ECHOstore

ECHOsi Foundation

WAWG: The ECHOglobal Group

VISION

Integrating

globally competitive

social enterprises

capitalizing on

indigenous strengths

and resources

by empowering

sustainable communities

through socially responsible leadership

and good enterprise governance.

MISSION

To provide the integrative intervention for SEs:

by developing their full potential

to innovate, expand and strengthen their position

in regional and global markets;

by instituting good, green and gender initiatives,

to contribute in the pursuit of inclusive growth

that sustainably uplifts the quality of life

of the ASEAN Women & Men together

with their dependent families

as responsible global citizens.

Start Small, Think Big. Nothing Great is Created Suddenly.

Equip SEs even

startups

Empower SEs

Engagement in Trade

Improve SEs

Access to Finance

Create Global Market Access

EGH’s underlying service is to continually produce more SE leaders in stakeholder communities

by building management & technical capabilities with entrepreneurial mindsets through innovation and knowledge management

to ensure the SMEs success by accelerating their process of internationalization

to empower Start Up SEs in successfully building

capacity to benefit in the global supply value chain

particularly with investor stakeholders in

the startup ecosystem, through good corporate governance and diligent

fiscal discipline

WAWG: Strategic Action Plan

Strategic Transformation

& Global Initiatives

Product Development &

Brand Stewardship

Marketing Operations &

Customer Engagement

Stakeholder Management &

Sustainable Partnerships

Financial Services &

Investor Relations

Senior Advisory Board Board of Directors

Executive Committee: Partners as C-Suite Leaders & Managing Directors

Management Committee: Vice-Presidents

Corporate & Shared Services

ST & GI PD & BS MO & CE SM & SP FS & IR

Leadership: coping with Rapid Changes – motivating & inspiring Management: coping with Complexity – bringing order & consistency

The ECHOglobal Value Chain

FACILITIES & CENTERS

The HUBs OPERATIONS

FUNCTIONAL Groups

SUBSIDIARY OPNS

MO & CE: MKTG

OPNS

DAVAO HUB &

ECHOStore OPNS

TRAINING Center for TRAINORS

(Davao)

PACKING & PACKAGING

(Davao)

CEBU HUB &

ECHOstore OPNS

R&D TESTING CENTER (Cebu)

SM & SP:

HR DEVT

PD & BS: PROD+BRAND

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LOGISTICS WH & COLD STORAGE

(Davao)

TECHNICAL SYSTEMS

KNOWLEDGE MANAGEMENT

INNOVATIVE INVESTMENT

S STRATEGIC BUSINESS SOLUTIONS

CSV + CSR

The Future of Business is "Selling Less of More”: The Long Tail paradigm

Assumptions: ASEAN Population Forecast: 633M in 2015 to 717M by 2030 and 741M at 2035 (ASEAN)

By 2030, 3 countries @100M+ Popn: IND @ 284M; PHL @ 127M; VTN @ 103M (ASEAN)

By 2035, ASEAN+6 Population: @ 4 Billion or nearly 45% of global population (ASEAN)

ASEAN Aging Society: 65+ @ 7%, PH entry by 2030, PH 2015 @ 4.1% (Aging Among ASEAN Population, 2014, Institute of Population and Social Research, Mahidol University) ASEAN Millennial gen: 25% of total 541.1M population in SEAsia @ 134.8Million (2014 Euromonitor)

HDWGT: The Compelling Business Case

Projected 2015 RS in PH : $1.64M + $ 5M = US$ 6.664 M

Total CM @35% of RS: $ 0.574M + $ 1.75 M = US$ 2.324 Million p.a.

PH market

2015

Share in Pop’n

Total Pop’n

Target capture

$1 purchase per person

per qtr

Projected revenue

($M)

Net Revenue at 35% ($M)

Aging market 4.10% 100 M 10% $4 $1.64 $0.57 Phillenials 25.00% 100 M 5% $4 $5.00 $1.75 $6.64 $2.32

Supply Chain Facility: AGRI-AQUA COMMODITIES

Supply Chain Facility: FOOD: FRESH & PROCESSED

Supply Chain Facility: LADIES WEAR & ACCESSORIES, TEXTILES, PERSONAL & BODY CARE

Supply Agreement: Product Range

Supply Agreement:

Product Range

Supply Agreement: Product Range

Fund Source

•Grants •Techl Services •Soft Loans

FS •Grants •Techl Services •Soft Loans

FS •Grants •Techl Services •Soft Loans

1

2

3

B

C

Good Green Gender

ECHOglobal Holdings

GGG TechSv

cs

Investments

Formation of a JV Company Subsidiary

ECHO Store

A

Assignment of Receivables

JV Company Subsidiary Operations

HDWGT: Intervention Modalities

Coffee JV: Interventions: $468K (T) + $531K (SC)

Cocoa JV: Interventions: $512K (T) + $488K (SC)

CocoSugar + Organic Vegetables JV: Interventions: $450K (CS-T) + $200K (OV-T) + $315K (SC)

Coconut + Banana JV: Interventions: $405K (T) + $378K (SC)

CSA JV: Heirloom & Traditional Rice including Camote Interventions: $324K (T) + $351K (SC)

CSA JV Grass-Fed Livestock: Interventions: $459K (Tech) + $630K (SC)

In the Pipeline: Textiles: ASEAN Fusion Textile exchange, BioNano Textile Technology Vegetable Dyeing & Processing Systems Note: All figures in US$ (Thousands) equivalent. T= Technology Systems. SC= Supply Chain

Embedding Social Entrepreneurship Shared Values By Transforming Business Partners to CWBs

HDWGT: Reinventing Business by

Shared Value Investing: Empowering SEs as Community Wealth Builders

ASIA is the Future:

ASEAN is the KEY

Who LIVE It, SLEEP It, and DREAM It.

JORGE MENDOZA JUDAN President and Chief Executive Officer

ECHOglobal Holdings Inc.

S: <jorgemendozajudan>

E: jmj@echostore.ph

NON-DISCLOSURE / NON-CIRCUMVENTION: Strictly For Internal Discussion Purposes Only

The Enterprise succeeds Not because it is long established and profitable,

But because there are women (and men) in it,