Missional Investing

Thank you for coming to Redeemer’s Ei Webinar

It will begin at 12:30PM EST

Missional Investing

Presented by:

Calvin Chin & Paul Yoo

How can we best steward the talent and resources God has given us to bring about Gospel renewal to all spheres of culture?

• Missional Investing– Challenges– Biblical Foundation– Your Role – Opportunities – Success– Community

• What are the Challenges?– We are missing opportunities

• Struggle with sacred vs. secular• Lack Biblical “lenses” – vision of shalom• Lack “wisdom” or a plan or criteria• Not seeking out others for wisdom/help• Chase wrong people, ventures, ideas• Lack will or infrastructure to work together

• Matthew 25:14-30– Parable of talents

• 3 servants• 5, 2, and 1 talent, respectively

– Heart (motivation)– Community (need peers, mentors)– World (God’s kingdom)

• Investor or Donor?– Individual giving time and $$– Organization with funds for investments, loans, or other

• Entrepreneur/Leader– Planning for a financing?– Over-leveraged needs help?– Needs to find right investors or donors/market intelligence

• Facilitator– Help connect qualified people and build relationships– Build infrastructure to do that “organically”

What is your role?

• “Part of the myth of philanthropy is that someone is going to come to you with a solution, lay it in front of you and say, ‘Just write me a check and this problem will be solved’” “And it doesn’t work this way.”

Mark Kramer of FSG Social Impact• “It is good to write a check but it is also good to roll up your sleeves and

volunteer because you will have a relationship and perhaps spend time with people you normally don’t”

Tim Keller of Redeemer • Social Entrepreneurship is a powerful movement

• Gospel Entrepreneurship should have even more potential– E.g., TOMS, Interstate Batteries, ServiceMaster, Kiva, Tegu, RESTORE

NYC, Tufenkian Group, the anti-sex trafficking movement

Considerations

Financial Return

Missional (Gospel) Investing

Arts, Schools, NFPs,

churches, missionaries,

Municipal Bonds

Clean energy, social

enterprises, micro-finance

Public companies, securities,

illiquid investments

small NFP’s, Niche causes,

local businesses

“Gos

pel”

/Soc

ial I

mpa

ctHow does Missional Investing work? Matrix of options

Gospel Impact

Need

Viability

Management

Fit

Return

Ei Business Plan Competition Criteria

Ei has given out $145K to 11 ventures over 4 years

Please note that the winners and the runner-ups benefit. Runner-ups have used key relationships in the Ei network to make progress in adding advisors, improving their activities, and funding.

57

5

Arts

For ProfitsNot-for-

profits

Ei Business Competition Winners: Start-ups and Early Stage Ventures

Idea 1 2 3 4 5 6 7 8 9 10

100Cameras

Open Hands LegalGrace Place Kids

Alphabet ScoopTeguWorking Proof

Blessed NestRestore NYCBeacon Jaradoa

Green HandsPsalm 41:1 Threads

CategoryOperating

Investor/Donor Ready

200

720

08

200

920

10

• Rising Tide Capital (NJ) has through its involvement in Ei received funding from several sources

• Tegu – 2009 for profit winner – secured funding from individuals through Ei Forum and network and currently making progress with another financing

• Kiva’s co-founder spoke at our 2009 Ei Forum and found one investor for her new for-profit venture

• Defy Venture, Inc. founder Catherine Rohr has found prospective funding sources and along with Rising Tide has inspired/assisted people in Chattanooga to start and work on a similar mission

• Trusted Insight, founded by Jonathan LaCross, a place where people can invest and find investment

Gospel investing examples

• Eventide Funds (MA) http://eventidefunds.com/ founded by Christians money managers who focus on “values”

• PEI Funds• The Grace & Mercy Foundation is a partner• Marketplace One –offers the weeklong One Institute to

promote cultural engagement• Hope for New York (www.hfny.org) serves 40 direct service

affiliates and programs• Financial Services Ministry volunteers as a group using their

financial skills to empower organizations• In 2011, we had over 100 participate and invest in Ei’s

Business Plan Competition

Gospel investing examples

Summary•Calling/Role•Missional Investing:

– Contributes to shalom or human flourishing• Creating new products and services• Create and support “arts”• Mercy & justice (e.g., economic, racial, gender, local

and global, etc.)– Missional Investing process values people, their

experiences, and ideas

• Next Steps in Missional Investing– Invite you to join a new Yahoo group to be

informed of:• Opportunities to meet others • Raise your profile• Local or regional ventures and opportunities• More webinars on the fundraising process, individual

entrepreneurs and organizations, events – Email Calvin@Redeemer.com with ideas or ways

you want to contribute to missional investing