CFG INVESTMENT CONFERENCE Social Finance is authorised and regulated by the Financial Service Authority FSA No: SEPTEMBER 2012 John Kingston
©Social Finance 2012 SOCIAL FINANCE: OUR MISSION 2 We believe that if social problems are to be tackled effectively, successful organisations seeking to solve them need sustainable revenues and investment to enable innovation and growth. Our role is to understand the social problem and the proposed intervention, devise the financial structures and raise the capital to enable this to happen. Social Finance is a non-profit organisation regulated by the FSA. PACT
©Social Finance 2012 CHARITIES NEED ACCESS TO CAPITAL 3 Source: CAF Venturesome Unsecured Loan Overdraft Quasi-equity Equity Grant Standby Facility LOW RISK HIGH RISK Patient Capital Secured loan LOW CHANCE OF REPAYMENT HIGH CHANCE OF REPAYMENT Property / Asset purchase Working Capital Pre-funding Capital Fundraising Higher Risk Working Capital Development Capital INCREASING LITTLE SUPPLY
©Social Finance 2012 INVESTORS - A SPECTRUM 4 Impact investment Esmee Fairbairn Foundation Generation Investment Management Bridges Ventures Big Issue Invest Barclays Capital CAF Venturesome Programme grants Impact firstFinance first ‘Sustainable’ investment Mainstream commercial investor Programmatic capital Source: Social Finance CC14 terminology: Programme-related investments Mixed motive investments Financial investments
©Social Finance 2012 IMPACT INVESTORS: FINANCIAL VS. SOCIAL RETURN 5 Source: Investing for impact, case studies across the asset classes. Bridges Ventures and The Parthenon Group
©Social Finance CONTACT DETAILS John Kingston Trupti Patel