total economic return simulation
DESCRIPTION
Presentation Topics: * Orientation to Hohenwald, TN * Defining Investment Criteria * Allocating Available Capital for Optimal ReturnTRANSCRIPT
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Simulating Total Economic Returns
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socialthread.com/hohenwald/solari.com/toolkit/
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Hohenwald Hohenwald 20082008
MissionVision
StrategiesObjectives
To optimize total return for both investors and their ecosystem
We’ll define our investment criteria and plan how to use our capital wisely
Group process, collaboration, and deliberation to define the best possible investment
The best return for our investors and the network with:
• Systems Thinking• Investment Criteria• Investment Plan
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TOOLSTOOLS
Group Process
Orientation to Hohenwald
Investment Criteria
Investment Plan
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What it is:
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Group ProcessGroup Process
1. Decisions will be made by majority vote.2. You are expected to work together
thinking critically about how to optimize total economic return; to keep notes; to refine and draft investment criteria and an investment plan
3. This session will last three hours with a 10 minute break every hour
4. Appoint a scribe and speaker to report to the large group in the next sections
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Form Small Groups
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Tennessee
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HohenwaldHohenwald
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Retail Sales VolumeRetail Sales Volume
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Retail SalesRetail SalesData Set: Spatial Distance from Hohenwald, TN
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HousingHousing
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HousingHousingData Set: Spatial Distance from Hohenwald, TN
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IncomeIncome
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IncomeIncomeData Set: Spatial Distance from Hohenwald, TN
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IncomeIncomeData Set: Spatial Distance from Hohenwald, TN
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Population ChangePopulation Change
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Population ChangePopulation ChangeData Set: Spatial Distance from Hohenwald, TN
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PopulationPopulation
3,754Hohenwald
City
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Population CountPopulation CountData Set: Spatial Distance from Hohenwald, TN
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Population %Population %Data Set: Spatial Distance from Hohenwald, TN
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Data Set
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Data Set: Lewis Co, TN
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Lewis County
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EstablishmentsEstablishments
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EstablishmentsEstablishmentsData Set: Lewis Co, TN
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Establishment TypeEstablishment Type
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Establishment TypeEstablishment TypeData Set: Lewis Co, TN
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EmploymentEmployment
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EmploymentEmploymentData Set: Lewis Co, TN
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Employment Employment Data Set: Lewis Co, TN
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EmploymentEmployment
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Employment Employment Data Set: Lewis Co, TN
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About Hohenwald
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Who Are the Investors?Who Are the Investors?
100 Families living in Lewis County have agreed to invest $1,000/mo each
Those same families will also gift $250/mo each
For the next 3 years
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What Do They Want?What Do They Want?
A positive return on their investment of 5-10% annually
That their capital “does no harm” That as much value as possible is
created for the community of Hohenwald
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Investment CapitalInvestment Capital
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What are YOUR criteria for Total Economic Return?
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Decide YOUR Group’s Investment Criteria
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Tell us YOUR Group’s Investment Criteria
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How should this capital be allocated?
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Angel FusionAngel Fusion
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Strategic PhilanthropyStrategic Philanthropy
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Working the PlanWorking the PlanInvestment Capital Jan-09 Feb-09 Mar-09 Apr-09 May-09 Jun-09 Jul-09 Aug-09 Sep-09 Oct-09 Nov-09 Dec-09
Angel/VC Investment 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 Philanthropic/High Risk Investment 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 Total 125,000 125,000 125,000 125,000 125,000 125,000 125,000 125,000 125,000 125,000 125,000 125,000
Investment Cash Flows to Projects BY % USERS MANIPULATED THESE FIELDS TO OPTIMIZE TER ON NEXT WORKSHEET SEE CHART ----->
Angel/VC InvestmentIncubator 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% 14%
Supply & Salvage 14% 14% 14% 14% 14% 14% 14% 14% 25% 25% 25% 14%
Contractor Association 5% 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% 14%
Ethanol Production 14% 14% 14% 14% 7% 14% 14% 14% 14% 14% 4% 14%
Ethanol Distribution 14% 14% 14% 14% 14% 9% 14% 14% 14% 2% 14% 50%
Ag. Mkt & Coop 14% 14% 14% 14% 14% 14% 14% 14% 2% 14% 14% 14%
Community Kitchen 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% 14%Total 89% 98% 98% 98% 91% 93% 98% 98% 97% 97% 99% 134%
Philanthropic/High Risk Investment
Incubator 50% 50% 50% 14% 14% 14% 14% 14% 14% 14% 14% 14%
Supply & Salvage 10% 14% 5% 14% 14% 14% 14% 14% 14% 14% 14% 14%
Contractor Association 5% 3% 7% 14% 14% 14% 14% 14% 14% 14% 14% 14%
Ethanol Production 4% 4% 5% 14% 14% 14% 14% 14% 14% 14% 14% 14%
Ethanol Distribution 3% 5% 5% 14% 14% 14% 14% 14% 14% 14% 14% 14%
Ag. Mkt & Coop 14% 10% 14% 14% 14% 14% 14% 14% 14% 14% 14% 14%
Community Kitchen 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% 14% 14%100% 100% 100% 98% 98% 98% 98% 98% 98% 98% 98% 98%
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Decide YOUR Group’s Investment Plan
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Tell us YOUR Group’s Investment Plan
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Simulating Total Economic Returns