STRICTLY CONFIDENTIAL Macquarie Group Foundation London’s Giving February, 2016

STRICTLY CONFIDENTIAL A little about us

PAGE 2 STRICTLY CONFIDENTIAL  MACQUARIE Who are we? Global provider of: Banking Financial Advisory Investment Funds management services $A 425 bn assets under management $A 425 bn assets under management 45 yr record of unbroken profitability 28 countries 28 countries 14,100 people 14,100 people

PAGE 3 STRICTLY CONFIDENTIAL  MACQUARIE So, what do we do? Our businessesWhat they do Macquarie Asset Management Infrastructure assets; Roads, bridges, tunnels, airports, utility companies i.e. Thames Water Corporate and Asset FinanceLending and leasing assets; smartphones, energy meters, planes, trains, automobiles Macquarie Securities Group Markets and research – researchers following 100s of companies, how much profit they make, how much we think they are worth i.e. Adidas, Easyjet, ITV Macquarie Capital Merchant banking – advising on big deals (Facebook IPO – floating the business on open market) and investing alongside clients to build Hospitals, Wind farms, Solar Commodities and Financial Markets Trading – commodities (gas, oil, copper, coffee, uranium), also buying / selling other items (like Football players, concerts)

PAGE 4 STRICTLY CONFIDENTIAL  MACQUARIE Different charities, consistent story: Passion for a cause Volunteering FundraisingPro bono 2,500+ community organisations £120 million+ over 30 years* Leveraging our expertise “A company has an obligation to work for the betterment of the society in which it operates.” David Clarke, Macquarie Group Founder and Founding Chairman, Macquarie Group Foundation

PAGE 5 STRICTLY CONFIDENTIAL  MACQUARIE Macquarie Group Foundation Objectives Contribute in Skilled and Sustainable Ways Bottom-up Approach Support Staff Leadership Local Community Focus

STRICTLY CONFIDENTIAL In our backyard.....

PAGE 7 STRICTLY CONFIDENTIAL  MACQUARIE Engaged Philanthropy – Case Study

PAGE 8 STRICTLY CONFIDENTIAL  MACQUARIE What was the business case? Understanding our business Engaging our staff Mindset Partnership

PAGE 9 STRICTLY CONFIDENTIAL  MACQUARIE Was there a compelling reason to support Islington Giving? Understanding our business Who are we? Where do we invest? Who are our clients? What do we do? Who are the competition? Innovative Capacity Building the sector Engaging our staff What are the opportunities? Can you facilitate them? Senior leadership engagement Partnership How do you want to work together? Are the trustees bought in? Do we talk the same language? What’s their culture? Mindset Chemistry Do we want to do ‘business together’ What’s in it for me? What makes them tick?

PAGE 10 STRICTLY CONFIDENTIAL  MACQUARIE Yes, there was a compelling reason to support Islington Giving? Understanding our business In our backyard Innovative approach Capacity building Engaging our staff Not just a funder Testing new models Entrepreneurial approach to engaging the sector Partnership Journey together Risk / opportunity All key partners bought in Mindset Chemistry Fun On the same page with the journey

PAGE 11 STRICTLY CONFIDENTIAL  MACQUARIE 15,000 Islington children live in families where nobody works 11% of residents looking for work, compared to 7% nationally Caledonian Ward has 18% unemployment, but Europe’s largest urban redevelopment is next door Second highest level of child poverty in London Why do it? They put the case together We worked on the model Found the partners – ELBA, other businesses Engaged the stakeholders – Council, Schools, voluntary sector and key community leaders

PAGE 12 STRICTLY CONFIDENTIAL  MACQUARIE Our business The language How to engage our staff How the partnership might work This led to a conversation around the funding landscape and potential for partnership Which led to us working on the model Which led to setting up the BIG Alliance..... Why do it? They thought about...

PAGE 13 STRICTLY CONFIDENTIAL  MACQUARIE Community Skilled employee volunteering COmmunity REsourcing (CoRe) Promoting Volunteering Education Schools Mentoring Promoting career pathways Developing employability skills Investing in Young People Employment Real job opportunities Work experience Employability training Tackling Poverty Links to Islington Giving Programme Themes

PAGE 14 STRICTLY CONFIDENTIAL  MACQUARIE delivered by 40+ community organisations including To support projects which Cripplegate Foundation Cripplegate Foundation Richard Cloudesley’s charity Richard Cloudesley’s charity City Bridge Trust Breadsticks Foundation Morris Charitable Trust Macquarie Islington Giving a campaign to tackle poverty and isolation by taking action to improve people’s lives. We encourage people and businesses to give what they can, be it money, time or talents, to make a real difference in our local community Come together to form Promote Volunteering Tackle Poverty Confront Isolation Invest in young people BIG ALLIANCE Employee volunteering Advice & access to local services Help on your Doorstep Support for isolated older people North London Cares Saturday Night Project Fun weekend activities for young people Voluntary Action Islington Board Members

PAGE 15 STRICTLY CONFIDENTIAL  MACQUARIE A long term partnership Understanding our business Funding which is realistic to our capabilities Lots of other opportunities Engaging our staff Volunteering opportunities Leadership development (board trustee roles) Senior leader engagement Partnership Sharing knowledge Offering other support (IT, mentoring, hosting) Awards and recognition Mindset Chemistry Fun On the same page with the journey....and this doesn’t end there We spoke the same language, were flexible and considerate Expectations were managed

PAGE 16 STRICTLY CONFIDENTIAL  MACQUARIE Final thoughts and musings Don’t be afraid to ask Do your research If you don’t understand the process – ask Be open and honest Don’t assume anything What’s the business case? What’s the point? Who are the audience? Enjoy it