TBLI & High Net Worth Wealth Management

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Anders Faijersson Ferguson, Partner, Chief Strategist - Veris Wealth Partners - United States of America

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TBLI & High Net Worth Wealth Management

  1. 1. Anders Ferguson Partner, Chief Strategist Veris Wealth Partners Amsterdam November 2009 TBLI & High Net Worth Wealth Management TBLI 2009
  2. 2. Source: Sustainable Asset Management Sustainable Business & Investing Performance
  3. 3. What Percent of your Capital is Advancing your Mission? <ul><li>To address the pressing social and environmental challenges we face today, foundation granting and personal philanthropy alone will not provide sufficient capital, it will require the harnessing of investment capital as well </li></ul><ul><ul><li>For every dollar in foundations’ investment portfolio, 95% is mission neutral </li></ul></ul><ul><ul><li>Therefore 5% of assets drive 100% of the mission </li></ul></ul>
  4. 4. Mission Related Investing : Sea Change Investment Fund <ul><li>The David and Lucille Packard Foundation </li></ul><ul><li>Program/Mission : </li></ul><ul><li>Restore health to the world’s endangered oceans </li></ul><ul><li>Financial Characteristics: </li></ul><ul><li>10 year term </li></ul><ul><li>$20 million at close in March 2005 </li></ul><ul><li>MRI Solution: </li></ul><ul><li>The Sea Change Investment Fund launched to provide capital to </li></ul><ul><li>sustainable seafood companies </li></ul><ul><li>Packard provided a $10 million below market rate loan as </li></ul><ul><li>seed capital </li></ul><ul><li>Value in a capital commitment versus a grant </li></ul><ul><li>Current fund investments include Ecofish (Henry & Lisa’s Natural Seafood), and Wild Planet Foods </li></ul><ul><li>Double Bottom Line approach to meet mission by making sustainable </li></ul><ul><li>seafood mainstream </li></ul><ul><li>  </li></ul>
  5. 5. Market + financial returns with social/ environmental impact Social / Environmental returns only Principal invested Microfinance Grants Debt Social/Environmental with some financial return Public Equities in Social / Environmental Enterprises Private Equity MRI funds / patient capital MRI/Sustainable Investing Continuum
  6. 6. Impact Investing Emerges &quot;The Nexus for impact investing&quot;
  7. 7. Creating the Sustainability Platform
  8. 8. Reporting Impact Source: NeXii
  9. 9. Rating Impact Source: NeXii
  10. 10. Sustainability Platform meets NeXii Investment Issuers For profit and not-for-profit entities providing a combination of financial, social and environmental returns on investment Sustainable Investors Full services for investors SI / SRI Asset Managers Source: NeXii
  11. 11. Important Consumer Disclosure <ul><li>This presentation contains general information that is not suitable for everyone. Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed in this presentation will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. </li></ul><ul><li>Veris Wealth Partners, LLC (“ Veris ”) is an SEC registered investment adviser with its principal place of business in the State of New York. Veris and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Veris maintains clients. Veris may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This presentation is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by Veris with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Veris , please contact Veris or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). </li></ul><ul><li>For additional information about Veris , including fees and services, send for our disclosure statement as set forth on Form ADV from Veris using the contact information herein. Please read the disclosure statement carefully before you invest or send money. </li></ul>

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