Deliverables
Entry Submission Requirements
Two-page prospectuses must be submitted on March, 8 2012 by 5:00 PM CST. The prospectus should outline a unique impact investment strategy. The selection committee is familiar with the broad area of sustainable investing, so avoid overemphasizing general observations about this section of the market. Proposals should define the asset class, market opportunity, investment criteria, due diligence process, critical risks, deal selection process, and the monitoring and measuring protocols for environmental and social impact. The judging criterion used in this round is the same as that used in the final competition. Ten finalist teams will be announced by March 22, 2012. These teams will present their proposal at the final competition in April.
Student Prospectus Submission
Please submit two-page prospectus
here. Please remove all identifying student name and school information from the prospectus before submission..
Final Competition
The ten teams selected from the previous round will convene on April 13, 2012 in San Francsisco for a day-long competition. Each team will have 10 minutes to present their pitch to a panel of judges and will be expected to answer 10 minutes of questions from the selection panel regarding their proposal. Presentation suggestions are listed below. The selection panel will be composed of experienced institutional investors and current officers of foundation funds, endowments and others including organizations such as the Calvert Foundation, Impact Assets, and the US Pension Fund. The same selection criteria will be used in the first and second round of competition.
Final Presentation
Prepare a presentation for the selection committee that lays out your investment strategy and identifies the environmental and/or social impact that your investment vehicle will address. Presentations should:
- Clearly explain how the financial vehicle will achieve the desired social and/or environmental impact defined in the proposal.
- Communicate the details of the investment vehicle including potential market size, strategy for managing risk, target investor, and why the proposed is a fit with their portfolio, financial viability, potential returns, and investment timeframe.
Additional I3C Resources
To better prepare you for I3C, we will host a series of educational webinars beginning on Wednesday January 11th, 2012 at 11:00 CST.
