Total Economic Return Simulation

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Presentation Topics:
* Orientation to Hohenwald, TN
* Defining Investment Criteria
* Allocating Available Capital for Optimal Return

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Total Economic Return Simulation

  1. 1. <ul><li>Simulating Total Economic Returns </li></ul>
  2. 2. <ul><li>socialthread.com/hohenwald/ </li></ul><ul><li>solari.com/toolkit/ </li></ul>
  3. 3. Hohenwald 2008 <ul><li>Mission </li></ul><ul><li>Vision </li></ul><ul><li>Strategies </li></ul><ul><li>Objectives </li></ul><ul><li>To optimize total return for both investors and their ecosystem </li></ul><ul><li>We’ll define our investment criteria and plan how to use our capital wisely </li></ul><ul><li>Group process, collaboration, and deliberation to define the best possible investment </li></ul><ul><li>The best return for our investors and the network with: </li></ul><ul><ul><li>Systems Thinking </li></ul></ul><ul><ul><li>Investment Criteria </li></ul></ul><ul><ul><li>Investment Plan </li></ul></ul>
  4. 4. TOOLS <ul><li>Group Process </li></ul><ul><li>Orientation to Hohenwald </li></ul><ul><li>Investment Criteria </li></ul><ul><li>Investment Plan </li></ul>
  5. 5. <ul><li>What it is: </li></ul>
  6. 6. Group Process <ul><li>1. Decisions will be made by majority vote. </li></ul><ul><li>2. You are expected to work together thinking critically about how to optimize total economic return; to keep notes; to refine and draft investment criteria and an investment plan </li></ul><ul><li>3. This session will last three hours with a 10 minute break every hour </li></ul><ul><li>4. Appoint a scribe and speaker to report to the large group in the next sections </li></ul>
  7. 7. <ul><li>Form Small Groups </li></ul>
  8. 9. <ul><li>Tennessee </li></ul>
  9. 10. Hohenwald
  10. 11. Retail Sales Volume
  11. 12. Retail Sales Data Set: Spatial Distance from Hohenwald, TN
  12. 13. Housing
  13. 14. Housing Data Set: Spatial Distance from Hohenwald, TN
  14. 15. Income
  15. 16. Income Data Set: Spatial Distance from Hohenwald, TN
  16. 17. Income Data Set: Spatial Distance from Hohenwald, TN
  17. 18. Population Change
  18. 19. Population Change Data Set: Spatial Distance from Hohenwald, TN
  19. 20. Population 3,754 Hohenwald City
  20. 21. Population Count Data Set: Spatial Distance from Hohenwald, TN
  21. 22. Population % Data Set: Spatial Distance from Hohenwald, TN
  22. 23. <ul><li>Data Set </li></ul>
  23. 25. Data Set: Lewis Co, TN
  24. 26. <ul><li>Lewis County </li></ul>
  25. 27. Establishments
  26. 28. Establishments Data Set: Lewis Co, TN
  27. 29. Establishment Type
  28. 30. Establishment Type Data Set: Lewis Co, TN
  29. 31. Employment
  30. 32. Employment Data Set: Lewis Co, TN
  31. 33. Employment Data Set: Lewis Co, TN
  32. 34. Employment
  33. 35. Employment Data Set: Lewis Co, TN
  34. 36. <ul><li>About Hohenwald </li></ul>
  35. 39. <ul><li>100 Families living in Lewis County have agreed to invest $1,000/mo each </li></ul><ul><li>Those same families will also gift $250/mo each </li></ul><ul><li>For the next 3 years </li></ul>Who Are the Investors?
  36. 40. What Do They Want? <ul><li>A positive return on their investment of 5-10% annually </li></ul><ul><li>That their capital “does no harm” </li></ul><ul><li>That as much value as possible is created for the community of Hohenwald </li></ul>
  37. 41. Investment Capital
  38. 42. <ul><li>What are YOUR criteria for Total Economic Return? </li></ul>
  39. 47. <ul><li>Decide YOUR Group’s Investment Criteria </li></ul>
  40. 48. <ul><li>Tell us YOUR Group’s Investment Criteria </li></ul>
  41. 49. <ul><li>How should this capital be allocated? </li></ul>
  42. 50. Angel Fusion
  43. 51. Strategic Philanthropy
  44. 52. Working the Plan Investment Capital Jan-09 Feb-09 Mar-09 Apr-09 May-09 Jun-09 Jul-09 Aug-09 Sep-09 Oct-09 Nov-09 Dec-09 Angel/VC Investment 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 Philanthropic/High Risk Investment 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 Total 125,000 125,000 125,000 125,000 125,000 125,000 125,000 125,000 125,000 125,000 125,000 125,000 Investment Cash Flows to Projects BY % USERS MANIPULATED THESE FIELDS TO OPTIMIZE TER ON NEXT WORKSHEET   SEE CHART -----> Angel/VC Investment Incubator 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% Supply & Salvage 14% 14% 14% 14% 14% 14% 14% 14% 25% 25% 25% 14% Contractor Association 5% 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% Ethanol Production 14% 14% 14% 14% 7% 14% 14% 14% 14% 14% 4% 14% Ethanol Distribution 14% 14% 14% 14% 14% 9% 14% 14% 14% 2% 14% 50% Ag. Mkt & Coop 14% 14% 14% 14% 14% 14% 14% 14% 2% 14% 14% 14% Community Kitchen 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% Total 89% 98% 98% 98% 91% 93% 98% 98% 97% 97% 99% 134%                           Philanthropic/High Risk Investment                         Incubator 50% 50% 50% 14% 14% 14% 14% 14% 14% 14% 14% 14% Supply & Salvage 10% 14% 5% 14% 14% 14% 14% 14% 14% 14% 14% 14% Contractor Association 5% 3% 7% 14% 14% 14% 14% 14% 14% 14% 14% 14% Ethanol Production 4% 4% 5% 14% 14% 14% 14% 14% 14% 14% 14% 14% Ethanol Distribution 3% 5% 5% 14% 14% 14% 14% 14% 14% 14% 14% 14% Ag. Mkt & Coop 14% 10% 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% Community Kitchen 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% 100% 100% 100% 98% 98% 98% 98% 98% 98% 98% 98% 98%
  45. 53. <ul><li>Decide YOUR Group’s Investment Plan </li></ul>
  46. 54. <ul><li>Tell us YOUR Group’s Investment Plan </li></ul>
  47. 55. <ul><li>Simulating Total Economic Returns </li></ul>

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