Growing Your Practice through Engagement...This presentation expresses the views of Eventide Asset Management, LLC’s personnel, and there is n s are accurate. The opinio expressed

7/15/2020 © Eventide Asset Management, LLC. For Financial Professionals Only. 1

Growing Your Practice through Engagement Jeff Cave, CIMA®, CKAEventide Asset ManagementNACFC Virtual Conference July 2020

Jeff Cave, CIMA®, CKADirector of Institutional Markets

R O L E

Jeff Cave serves as Director of Institutional Markets for Eventide. He is responsible for institutional sales and client service.

B A C K G R O U N D

• Merrill Lynch for ~23 years:• Director, Ultra High Net Worth Wealth Management Specialist for the

Private Banking and Investment Group at Merrill Lynch in New York City, NY

• Managed Solutions Group Specialist• Certified Investment Management Analyst• Certified Kingdom Advisor and member of the Board of Kingdom Advisors• Board of Managers for the Ron Blue Institute for Financial Planning• MBA from the University of Minnesota• BBA in Management and Marketing from Loyola University

Speaker Bio

For informational purposes only.


Important InformationThis presentation expresses the views of Eventide Asset Management, LLC’s personnel, and there is n s are accurate. The opinio expressed in the presentation may ultimately prove to be wrong.

This communication is provided for informational purposes only and expresses views of Eventide Asse de"), an investment advi The material provided herein is for informational purposes only and should not be construed as a recom tment. There is no guaran that any investment strategy will achieve its objectives, generate profits, or avoid losses. Eventide's val-based approach toinvesting may not produce desired results and could result in underperformance compared with other investments. Any reference 0® approach is provided f illustrative purposes only and indicates a general framework of guiding principles that inform Eventide’s ocess. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.



Contentment Checklist Do I believe God owns it all? Do I budget? Do I spend less than I make? Do I give regularly with a joyous heart? Do I work as unto the Lord? Do I seek wise counsel? Have I reduced/eliminated debt? Do I have unity with my spouse? Do I pray about financial choices? Have I answered the question “How much is enough?” Do my investments honor the Lord?

Copyright Kingdom Advisors, Inc. 2019 * All worldwide rights reserved.

G.K. Chesterton was asked if shipwrecked on an island, what would be the

one book he would want.


https://www.breakpoint.org/breakpoint-know-the-truth-know-the-culture/


JcomNaysr. Unsplash.com

Personal Story…a kitchen table conversation



The four-part meta-story of God• Creation• Fall• Redemption• Restoration

https://tifwe.org/the-four-chapter-gospel-the-grand-metanarrative-told-by-the-bible/


Fruit of Biblical Principles of Finance…

Faith replaces FearContentment replaces GreedUnity replaces ConflictGenerosity replaces

MaterialismFreedom replaces Bondage

Copyright Kingdom Advisors, Inc. 2019 * All worldwide rights reserved.

Views of Cultural Engagement


Keller, Center Church pg. 231


Universal desires for all people…• To feel understood• To feel appreciated• To be given the benefit of the doubt• To be treated as an equal• To be treated with respect• To have the freedom to decide/choose


F. I. R. E.financial independence, retire early


https://www.investopedia.com/terms/f/financial-independence-retire-early-fire.asp


Get rid of F.I.R.E. and D.O. I.C.E.

Jeff Cave


Source: Jon Hale, PhD, CFA, “Sustainable Fund Flows in 2019 Smash Previous Records,” Morningstar, January 20, 2020. Can be accessed online at https://www.morningstar.com/articles/961765/sustainable-fund-flows-in-2019-smash-previous-records. For informational purposes only.


Source: Morningstar Direct. Data as of 03/31/2020. The chart above is for informational purposes only.

1. AVOID

2. EMBRACE

3. ENGAGE

Three dimensions of investment practice

The Fund’s ethical values screening criteria could cause it to underperform similar funds that do not have such screening criteria. This could be due to ethically acceptable companies falling out of favor with investors or fail companies that do not meet the Fund’s ethical screening guidelines. Reference to Eventide’s Business 360 approach is provided for illustrative purposes only and indicates a general framework of guiding principles that inform Eventide’s ov The Adviser's judgment about the quality of a particular company may prove to be incorrect. There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses.



Examples of common problem areasx Abortionx Alcoholx Animal crueltyx Environmentally irresponsible actionsx Gamblingx Pornographyx Predatory lendingx Tobaccox Vanity / luxuryx Violent video gamingx Weaponry

There is no guarantee that the Adviser will successfully screen out all companies that do not meet its screening criteria.


Embrace: start with big picture themes

The Adviser's judgment about themes may prove to be incorrect. There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses.


S TA K E H O L D E R S

Customers

Environment

Employees

Suppliers

Communities

Society

S H A R E H O L D E R S

Reference to Eventide’s Business 360 approach is provided for illustrative purposes only and indicates a general framework ofguiding principles that inform Eventide’s overall research process.


Eventide resources…• Investment Consulting Group • Impact Highlight Reports • Timeless Truths Seminar/Zoom

Investment Consulting Group




Impact Highlights Reports

Fund characteristics can change at any time and should not be considered investment advice. The Adviser targets impact reportingon an annual basis.

Timeless Truths Client Webinar




Tools/Resources• Common Language• Common Values• Metaphors• Referrals• Warm introductions• Seminars



The above expresses the views of the Adviser, and there is no guarantee that such views are accurate. There is no guarantee thatthe Adviser will meet its objectives.

The potential benefits for your clientsGain wholeness in investingInvest in companies that create blessing and avoid companies that cause harm.

Find a deeper sense of purpose in investingDirect their dollars toward companies that are advancing the common good.


The potential benefits for youBecome irreplaceable in the eyes of your clientsForge emotional bonds with your clients that are hard to break.

Attract new clients without askingDelight your clients to such a degree they can’t help but talk about how you helped them to friends and family.

Charge what you’re worthIncrease the value of your service by meeting your clients’ higher order needs.

The above expresses the views of the Adviser, and there is no guarantee that such views are accurate or will come to pass. The information provided is for educational purposes only, and should not be considered investment, legal, or tax

Eventide Asset Management, LLC | One International Place, Ste. 4210 | Boston, MA 02110 | 877-771-EVEN (3836) | E V E N T I D E F U N D S . COM


INVESTING THAT MAKES THE WORLD REJOICE ®

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Growing Your Practice through Engagement...This presentation expresses the views of Eventide Asset Management, LLC’s personnel, and there is n s are accurate. The opinio expressed