The document discusses MCG Fund, a pioneering consulting group. It outlines phases for developing an investment fund focused on social and environmental goals. Phase 1 involves defining the fund's identity, activities, advisory board, investment theses, sectors of focus, and investment levels. Phase 2 covers developing the fund structure, investment criteria, typical deal structures, targeted returns, organizational structure, and governance structure to finalize the fund. The overall document presents steps to create an impact investment fund.

1. MCG-Fund
Goals
VALUES
PURPOSE
MISSION
STRATEGY
Money Social

2. History
Media
Consulting
a pioneering consulting group that unlocks the potential of every place

3. History
Media
Consulting
a pioneering consulting group that unlocks the potential of every place

4. History
Media
Consulting
a pioneering consulting group that unlocks the potential of every place

5. • Non-Profit
• Projects
• Training & Placement
• Policy
a pioneering consulting group that unlocks the potential of every place

6. • Non-Profit
• Projects
• Training & Placement
• Policy
a pioneering consulting group that unlocks the potential of every place

7. • Non-Profit
• Projects
• Training & Placement
• Policy
a pioneering consulting group that unlocks the potential of every place

8. • Non-Profit
• Projects
• Training & Placement
• Policy
a pioneering consulting group that unlocks the potential of every place

9. • Non-Profit
• Projects
• Training & Placement
• Policy
a pioneering consulting group that unlocks the potential of every place

10. • Non-Profit
• Projects
• Training & Placement
• Policy
a pioneering consulting group that unlocks the potential of every place

11. • Non-Profit
• Projects
• Training & Placement
• Policy
a pioneering consulting group that unlocks the potential of every place

12. • Non-Profit
• Projects
• Training & Placement
• Policy
a pioneering consulting group that unlocks the potential of every place

13. • Non-Profit
• Projects
• Training & Placement
• Policy
a pioneering consulting group that unlocks the potential of every place

14. • Non-Profit
• Projects
• Training & Placement
• Policy
a pioneering consulting group that unlocks the potential of every place

15. • Non-Profit
• Projects
• Training & Placement
• Policy
a pioneering consulting group that unlocks the potential of every place

16. • Non-Profit
• Projects
• Training & Placement
• Policy
a pioneering consulting group that unlocks the potential of every place

17. Fiscal and Land-
Use POLICY
Local Law 5
Tax abatement

18. Fiscal
and Land-Use
POLICY
and Land-Use
POLICY
Investor activism
Synagro, Operator of NY Organic Fertilizer
Facility in South Bronx Focus of
Faith-Based Institutional Investors Shareholder-
Sponsored Environmental Resolution

19. “With une
mployme
increasin nt an
gly urgen
global wa t problem
rming a g —and
concern, rowing
Carter is
looking p increasin
retty darn gly
--CNN M brilliant.”
oney N ov
. 2008
a pioneering consulting group that unlocks the potential of every place

20. Northern Ireland's Minister
for Social Development...
[with] a $10 billion annual
budget and a staff of 7,500,
had come to Majora to learn
how to address Belfast's mix
of poverty, joblessness,
drugs, and ethnic tension—
uncannily similar to the
Bronx at its worst.
a pioneering consulting group that unlocks the potential of every place

21. NYTimes
Green Power
Broker
Green Power
Broker
quotation

22. Founding board
member of E-8
a pioneering consulting group that unlocks the potential of every place

23. Speaking
Schedule

24. Environmental Leader
and Majora’s “boss”
Robert Redford
a pioneering consulting group that unlocks the potential of every place

25. Sustainable Forestry
Management in Madagascar
Adriankoto
a pioneering consulting group that unlocks the potential of every place

26. Domestic Green
Construction Materials
Manufacturing
a pioneering consulting group that unlocks the potential of every place

27. Tale of Three Cities
it was the best of times, it was the worst of times,
and in some ways it was just really really bad...
it was the best of times, it was the worst of times,
and in some ways it was just really really bad...
1) Inner City: High Real-Estate Market
2) Inner City: Low Real-Estate Value
3) Rural Economic Region

28. Urban: High Real-Estate Market
• The South Bronx

29. Urban: Low Real-Estate Market
•Detroit
• expereince in NOLA

30. Rural: Low Real-Estate Market
• Elizabeth City, NC

31. CAPITAL MARKETS ARE IN DISARRAY.
NOW IS THE TIME TO DIG DEEPER TO
FIND HEALTH IN THE CAPITAL
SYSTEM
--Fern Jones, at MCG Fund exploratory meeting

33. Phase 1 - Define Identity &Activity Scope
- Assemble Advisory Board for Project
(Kresge, SJF, Fund Managers, Social Entreprenuers)
- Define Social Thesis & Investment Thesis
- Investment Levels
(Direct Investment / Fund of Funds Strategy)
- Sectors of Focus
(Industries, Developmental Stage, Control or Non-Control)

34. Phase 2 - Develop Fund and Investment Structure
- Investment Criteria
- Fund Structure (differentiate between L3C, non-profit, or....)
- Typical Deal Structures to pursue
- Targeted Returns and Other Metrics

35. - Organizational Structure
- Governance Structure
(Including Underwriting & Asset Management Process, due diligence and
reporting)
- Finalize Advisory Board
Ready to go!

36. MCG-Fund
Goals
VALUES
PURPOSE
MISSION
STRATEGY
Traditional Social
Investment Investment