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Janine Shea

Mutual Fund Designed to Help Banks Meet Their Community Reinvestment Act Investment Exa... - 0 views

www.greenmoneyjournal.com/...al-fund-designed-to-help-banks

GroundUp Validation Socially_Responsible_Investing 3BL Financing Local Banks Debt

shared by Janine Shea on 29 Nov 12 - No Cached
  • The CRA was created in 1977 and mandates that banks make credit and capital available to low- and moderate-income communities.
  • Launched in 1999, the Fund’s CRA Shares are designed specifically for banks looking to receive positive consideration on the investment test portion of their CRA exam. Once a bank makes an investment in the CRA Shares, the Advisor confirms its targeted assessment area(s) and begins seeking CRA-qualified investments in those counties. From a financial standpoint, each bank owns a pro-rata share of the Fund whereby the risks and returns are diversified among all the shareholders. The Fund invests primarily in government-related subsectors of the bond market that support community development such as agency-backed securities and taxable municipal bonds.
  • The CRA Qualified Investment Fund CRA Shares has provided solid performance throughout its history.
  • ...1 more annotation...
  • “The Fund allows banks the opportunity to invest in a vehicle that targets community development capital to their local markets,” said Barbara VanScoy, senior portfolio manager at Community Capital Management. “Many of these markets may be areas that banks have difficulty in reaching. We also work closely with bank examiners and our bank shareholders to ensure that the Fund’s investments are compliant with the regulations and respond to changing community development needs.”
ccfath

Silicon Valley Bank - 409A Valuations - 0 views

www.svb.com/...409A-Valuations

409A Valuations SVB silicon valley bank IRS

shared by ccfath on 04 Dec 12 - No Cached
  • ccfath on 04 Dec 12
     
    Description of 409A services provided by Silicon Valley Bank (recommended by Thor) for a common stock valuation.
Janine Shea

Global Impact Investing Network - 0 views

www.thegiin.org/...index.html

GroundUp Validation Socially_Responsible_Investing Impact 3BL Financing Non-Profit

shared by Janine Shea on 29 Nov 12 - No Cached
  • Impact investments are investments made into companies, organizations, and funds with the intention to generate measurable social and environmental impact alongside a financial return.
  • A rapidly growing supply of capital is seeking placement in impact investments across geographies, sectors, and asset classes, with a wide range of return expectations.
  • This investment interest is sparking the emergence of a new industry that operates in the largely uncharted area between philanthropy and a singular focus on profit-maximization.
  • ...6 more annotations...
  • Private equity funds
    • Janine Shea
      Janine Shea on 29 Nov 12
       
      HUGE! The exact market inefficiency I've been saying (poor matching of capital supply to investment opportunities) is the considerable roadblock preventing the proliferation of sustainable development
  • Prominent family offices are actively seeking investment partnerships that can help them source, vet, and execute impact investment deals in sectors ranging from sustainable agriculture to healthcare to urban infrastructure.Private foundations are seeking to partner with investment banks and development finance institutions to make impact investments in areas related to their social missions.
  • Despite this momentum, the weakness of market mechanisms (such as rating agencies, market clearinghouses, syndication facilities, investment consultants) creates debilitating inefficiency that hampers investment. The nascent industry remains beset by inefficiencies and distortions that currently limit its impact and threaten its future trajectory: Investors are largely unable to work together effectively given a general confusion of terminology. This limits investors' ability to share knowledge and co-invest, which perpetuates inefficiency and fragmentation in the field. The absence of basic market infrastructure, like standards for measuring and benchmarking performance, constrains impact and capital flows.
  • Clients of leading private banks and pension funds are calling on their investment managers to offer impact investment options.
  • The combination of these factors - barriers to information flows and collaboration, a lack of infrastructure, and an underdeveloped ecosystem of intermediaries and services providers - threatens the evolution of the impact investing industry and, ultimately, its ability to realize its potential for social and environmental impact
Janine Shea

Privately Owned Public Space - Department of City Planning - 0 views

www.nyc.gov/...plaza_standards.shtml

GroundUp Public_Spaces Plazas nyc

shared by Janine Shea on 26 Apr 13 - No Cached
  • Retail and services: At least 50% of a building’s frontage on a public plaza must be occupied by retail or service establishments allowed under the applicable underlying zoning district. These uses may include neighborhood retail uses such as restaurants, supermarkets and clothing stores. Certain uses that are incompatible with the goal of providing active, enlivening establishments adjacent to the public plaza are prohibited, including offices, wholesale establishments, automobile servicing and showrooms, public parking garages and lots, certain manufacturing establishments, banks, and plumbing, heating, and ventilating equipment showrooms. To ensure that valuable retail spaces are provided, each such establishment is required to be at least 15 feet in depth.
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