3Sisters: Performance, Strategy, and Symbiosis
TBLI Conference, New York, NY
June 18, 2013
FIDUCIARY DUTY?
PERFORMANCE/RISK/UNIVERSE
FINDING, FOSTERING, AND FUNDING IMPACT
• Innovation
• Infrastructure
• Interaction
CREATING VALUE
ESTABLISHING COMMUNITY
M...
INFRASTRUCTURE:
ESTABLISHING COMMUNITY
 Regenerative land management
 Water, air & brown field clean- up
 Collaborative...
INTERACTION:
MEETING HUMAN NEEDS
The Natural Step decision tree ( see http://www.naturalstep.org/ )
1. Meet basic human ne...
INNOVATION: CREATING VALUE
PRIVATE EQUITY
GREEN REAL ASSETS
PUBLIC EQUITY
PRIVATE DEBT
6%
15%
20%
10%
Loans to social ente...
SHORT-TERM CASH IN MICROFINANCE FOR
TBL RETURNS
High Socio-Economic cost
Target Return: 2%
ABOVE MARKET LOANS FOR TBL IMPACT
High Socio-Economic cost
Target Return: 6%
ABOVE MARKET LOANS FOR TBL IMPACT
High Socio-Economic cost
Target Return: 6%
ABOVE MARKET LOANS FOR TBL IMPACT
High Socio-Economic cost
Target Return: 6%
FUND OF FUNDS FOR TBL REAL ASSETS
High Socio-Economic cost
Target Return: 10%
OFF-THE-WALL-STREET TBL STOCKS
High Socio-Economic cost
Target Return: 15%400⁺ ppm C
FUND OF FUNDS FOR TBL NICHE SOLUTIONS
High Socio-Economic cost
Target Return: 20%
FUND OF FUNDS FOR TBL NICHE SOLUTIONS
High Socio-Economic cost
Target Return: 20%
INVESTMENT PROCESS
Preliminary
Investment
Memo
Full
Due Diligence
Final
Deal Summary
INVESTMENT COMMITTEE
Investment and
L...
CONTACT INFORMATION
1700 Sansom Street
Philadelphia, PA 19103
(215) 525-4857
www.3sistersinvest.com
Mr. G. Benjamin Bingha...
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Benjamin bingham jessy nadar-scarab funds tbli 2013 final

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TBLI CONFERENCE™ is the prime annual global networking and learning event on Environment, Social, Governance (ESG) and Impact Investing.

TBLI CONFERENCE USA New York 2013
Monday and Tuesday, June 17-18, 2013

Speakers:
Paul Rose
Vice President of the Royal Geographical Society
Richard L. Kauffman
Chairman for Energy Policy and Finance for the State of New York - Governor of New York's Office and Cabinet - United States of America
Martin Rapaport is chairman of the Rapaport Group and founder of the Rapaport Diamond Report

Published in: Economy & Finance, Business
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Benjamin bingham jessy nadar-scarab funds tbli 2013 final

  1. 1. 3Sisters: Performance, Strategy, and Symbiosis TBLI Conference, New York, NY June 18, 2013
  2. 2. FIDUCIARY DUTY?
  3. 3. PERFORMANCE/RISK/UNIVERSE
  4. 4. FINDING, FOSTERING, AND FUNDING IMPACT • Innovation • Infrastructure • Interaction CREATING VALUE ESTABLISHING COMMUNITY MEETING HUMAN NEEDS
  5. 5. INFRASTRUCTURE: ESTABLISHING COMMUNITY  Regenerative land management  Water, air & brown field clean- up  Collaborative technologies  Community building  Energy solutions  Green transport Images From left: Rose Smart Growth map and rendering, Lyme Forests property, Eco Trust Forests map
  6. 6. INTERACTION: MEETING HUMAN NEEDS The Natural Step decision tree ( see http://www.naturalstep.org/ ) 1. Meet basic human needs ... Invest in essential products and services 2. Avoid extraction … Invest in renewables, recycling and re-use 3. Avoid synthetic compounds … Invest in natural processes and solutions 4. Avoid environmental degradation… Invest in biosphere clean-up and enhancement
  7. 7. INNOVATION: CREATING VALUE PRIVATE EQUITY GREEN REAL ASSETS PUBLIC EQUITY PRIVATE DEBT 6% 15% 20% 10% Loans to social enterprises Natural Step strategy public stock Green real estate and sustainable timber and agriculture funds Fund of funds in niche solutions CASH 2% Microfinance *Target Returns
  8. 8. SHORT-TERM CASH IN MICROFINANCE FOR TBL RETURNS High Socio-Economic cost Target Return: 2%
  9. 9. ABOVE MARKET LOANS FOR TBL IMPACT High Socio-Economic cost Target Return: 6%
  10. 10. ABOVE MARKET LOANS FOR TBL IMPACT High Socio-Economic cost Target Return: 6%
  11. 11. ABOVE MARKET LOANS FOR TBL IMPACT High Socio-Economic cost Target Return: 6%
  12. 12. FUND OF FUNDS FOR TBL REAL ASSETS High Socio-Economic cost Target Return: 10%
  13. 13. OFF-THE-WALL-STREET TBL STOCKS High Socio-Economic cost Target Return: 15%400⁺ ppm C
  14. 14. FUND OF FUNDS FOR TBL NICHE SOLUTIONS High Socio-Economic cost Target Return: 20%
  15. 15. FUND OF FUNDS FOR TBL NICHE SOLUTIONS High Socio-Economic cost Target Return: 20%
  16. 16. INVESTMENT PROCESS Preliminary Investment Memo Full Due Diligence Final Deal Summary INVESTMENT COMMITTEE Investment and Legal Review Deal Close New Deal Initial Vetting
  17. 17. CONTACT INFORMATION 1700 Sansom Street Philadelphia, PA 19103 (215) 525-4857 www.3sistersinvest.com Mr. G. Benjamin Bingham 215-525-4857 bingham@3sistersinvest.com Ms. Jessy Nadar 215-525-4857 nadar@3sistersinvest.com SCARAB FUNDS

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