Fixed Income Structuring Panel

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Presented at the 2011 Take Action! Impact Investing Conference in San Francisco.

www.impactinvestingconference.com

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Fixed Income Structuring Panel

  1. 1. 2011 Take Action! Fixed Income Structuring Panel March 15, 2011 Redwood City, California Presented by: Michelle RogersExecutive Vice President & Senior Portfolio Manager Community Capital Management
  2. 2. About Community Capital Management, Inc. • Founded in 1998. Primary goal:  • Over $1.3 billion in fixed income  To produce above‐ assets as of 12/31/10. average, risk‐ • Headquartered in Ft. Lauderdale,  adjusted returns FL with an office in Charlotte, NC. while providing  added diversification • A focus on community and  and simultaneously  sustainable investments. having a positive  • Available investment vehicles: impact on the   Mutual fund community and the   Separately managed account environment. 2
  3. 3. Impact Investing via a Fixed Income Portfolio1 Affordable rental  housing Small business  Neighborhood  loans revitalization Environmental  sustainability First‐time homebuyer  programsTargeted market rate home loans  Affordable  for low‐ and  rental housing moderate‐ Neighborhood  income  revitalization borrowers Environmental  sustainability  Source: BondEdge. Sector allocation data as of 12/31/10. 1   2 Asset Backed Securities (ABS) within the Core Fixed Income Composite include U.S. Government‐guaranteed Small Business Administration (SBA)  loans and pools. 3
  4. 4. Fixed Income Impact Investing: Customization Options SPECIFIC MISSION INITIATIVES  Affordable Rental Housing  Job/Small Business Creation Clients receive a   Affordable Homeownership detailed report for   Environmental Sustainability each security   Affordable Healthcare purchased on their   Neighborhood Revitalization behalf identifying the  investments positive  OR community impact.  PREDEFINED GEOGRAPHIES  Nationwide  State Specific  County Specific 4
  5. 5. Fixed Income Impact Investing: Challenges & Opportunities Challenges:  Municipal stresses  Headline risk  Foreclosures and delinquencies Opportunities:  Green bonds  Small Business Administration (SBA)  State housing finance agencies  Healthy communities/human capital plan 5
  6. 6. Contact InformationFirm Headquarters Community Capital Management, Inc. is a Florida‐ based  investment  advisor  registered  with  the Community Capital Management, Inc. Securities  and  Exchange  Commission  under  the  Investment  Advisers  Act  of  1940.  Investing 2500 Weston Road, Suite 101 involves  risk,  including  possible  loss  of  principal. Weston, FL 33331 Current and future holdings are subject to risk. www.ccmfixedincome.com Past  performance  does  not  guarantee  future  results. This presentation should not be  construed  as  a  recommendation  to  purchase  or  sell  any Contact particular  securities.  The  securities  identified  and  described  do  not  represent  all  of  the  securities Michelle Rogers purchased,  sold  or  recommended  for  client  accounts.   The  reader  should  not  assume  that  an Executive Vice President & Senior  investment in the security identified was or will be Portfolio Manager profitable. Market conditions can vary widely over  time and can result in a loss of portfolio value. The mrogers@ccmfixedincome.com information  provided  herein  represents  the (877) 272‐1877 opinion  of  the  manager  and  is  not  intended  to  be  a  forecast  of  future  events,  a  guarantee  of  future  results or investment advice. 6

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