Developing a strategic framework and Center of Excellence (CoE) for the world's first Christian Social Stock Exchange (Executive Business Plan). Looking for a Sponsor.

1. DEVELOPINGASTRATEGIC
FRAMEWORK&COEFORTHEWORLD’S
FIRSTCHRISTIANSOCIALSTOCK
EXCHANGE
(XSSX)
WITH
THE
LEADERSHIPOFSPONSOR(S)
BY
LTCDRJOHNNYMOI(RET)

2. BACKGROUND/INTRODUCTION
Social Stock Exchanges (SSEs):
￮ Trading platform listing “social development” businesses in
approved Main Stock Exchange
￮ Allows investors to buy shares of Companies in : Education, Food &
Agriculture, Energy, Water, Sanitation, Healthcare, Green Tech &
Environment orientated
￮ Key participants: Government, Financial Institutions, Community
Organizations, Social Development Agencies, Social Entrepreneurs,
Investors...
￮ Some SSEs (differ in form and function):
* UK: Social Stock Exchange (SSE)
* Canada: Social Venture Connexion (SVX)
* Singapore: Impact Exchange (IX) @ Mauritius Stock Exchange
* South Africa: South Africa Social Impact Exchange (SASIX)
* U.S. : Mission Markets (MM)
Christian Social Stock Exchange (CSSE):
A Christian compliant trading platform listing social development &
impact investing or Biblically Responsible Investing (BRI) businesses in
approved Main Stock Exchange.
* None in the world yet! SPONSOR to champion CSSE! – Be the first
Sponsor to gain global branding by sponsoring it!
2

3. Socially Responsible
Investing (SRI)
 Also known as social investment
 Sustainable socially conscious
 Green
 Ethical Investing
 Environmental Social Governance (ESG)
factors
… is any investment strategy which seeks
to consider both financial return and social /
environmental / governance good to bring
about social change regarded as positive by
proponents
3

4. Biblically Responsible
Investing (BRI)
 Is an investment decision making process that
applies Christian values to issues facing
shareholders and stakeholders regarding
moral and social principles
 And investing that seeks to please and glorify
God as a vital act of worship or financial
deliverance
 Holy Bible is more than 2,000 years old
 Bible contains more than 2,350 verses about
money and possessions
 Contains 126 biblical financial principles
 Over half of all parables in Bible about money
and possessions
 God’s promise on financial deliverance 4

5. CHRISTIANITY AND WEALTH
‘Wealth gotten by vanity
shall be diminished: but he
that gathers by labor shall
increase.’
(Proverbs 13 : 11)
5

6. Background # 2
CSSE: FAITH - BASED STOCK
EXCHANGE OF THE FUTURE!
-Lt Cdr John Moi (Ret) -
6

7. Background#3
CURRENTPOSITION
New emerging concept with challenges:
￮ Accretion & accreditation of key participants
￮ Social and / or spiritual mission of the business
￮ Target beneficiaries
￮ How the business impact the companies and
stakeholders
￮ Metrics or measurement tools of social and / or
environmental impact / screens and parameters
￮ Christian compliance and limitations and existence of
Christian financial screens and parameters
￮ USD 70 Trillion of assets worth / traded (2017), 1750
signatories and > 50 countries – United Nations
Environmental Program: Principles Responsible Investing
(PRI) guidelines
7

8. Background#4
CURRENTPOSITION–KEYAREAS
OFRESEARCH
￮ Policy & regulation for a sustainable CSSE
– To develop
￮ Education, training & awareness activities
– To develop
￮ Research & Development activities – To
specify
￮ Metric tools or methodologies to
measure the impact – To determine and
develop e.g. PRI, BRI…
￮ Creating a sustainable framework for
localised / universal CSSE – To develop
8

9. Background#5
ASSUMPTIONS
￮ Will adopt & enhance existing policies & guidelines
in setting up as a stock exchange using PRI & BRI
principles
￮ Encourage new and existing members to migrate
as founding members of CSSE
￮ Regulated by relevant authorities of country-
specific
￮ Initial funding by SPONSOR under its CSR or other
funding programs by co-sponsors
￮ SPONSOR to spearhead the first Christian Social
Stock Exchange Academy (CSSEA) or Centre of
Excellence (CoE) to the world
￮ SPONSOR proposed to be the Leading Christian
Social Enterprise Incubator & Accelerator (CSEIA) in
related activities & development
9

10. ProjectObjective#.1
PROJECTOBJECTIVES
￮ To develop the world’s first Christian
Social Stock Exchange
￮ To enhance the positive image of
related government agencies and
social stakeholders of country specific
￮ To assist other 3rd World nations &
Christian countries in developing
similar CSSEs leveraging on related
networks
￮ To be the pioneer CoE in Christian
Social Stock Exchange Education and
Consultancy
10

11. ProjectObjective#.2
BRIEFDESCRIPTIONOF
STRATEGY
￮ The CSSE will be created with:
￮ Latest ICT technologies (Blockchain
technology?)
￮ Competent people (guided by
Professional Team) / Social
Entrepreneurs / Government agencies
/ Christian Scholars and Academia
￮ CSSE will bring together the
government, social business entities
and social investors and perhaps the
Christian community at large! 11

12. Proposed Strategic Thrusts
 Introduce sponsor’s nation
positioning as the world’s first
global hub for Christian based
investments
 Establish the sponsor / nation
as a leading / global center for
Biblical Responsible Investment
(BRI)
 Develop sponsor / nation as an
international provider of world’s
first of Christian wealth
management products and
services 12

13. Proposed Strategic Blueprint
 Provide enabling frameworks to support innovations in BRI
markets
 Enhance market access and international connectivity to
BRI
 Develop a vibrant ecosystem to speed up growth of
Christian based sustainability and responsible investment
 Promote the growth of private equity with responsible
investment consideration
 Facilitate new digital business models, products and
services for faith based fund and wealth management
 Promote sponsor / nation positioning as a pioneer hub for
responsible investment support services
 Encourage institutional participation in BRI and funds
 Develop facilitative market infrastructures for Christian
based wealth management
 Strengthen intermediation capabilities to support
internationalization
 Contribute to talent pipeline in wealth management for the
yet to be launched Christian Social Stock Exchange of the
Future!
 Provide targeted incentives to strengthen international
competitiveness in the future new markets
13

14. ProjectObjective#.3
STRATEGY-SUPPORTING
PLATFORMS:
￮ Formation of CSSE – Framework & Guidelines
￮ CSSE Advisory Board – Policies & Direction
￮ CSSE Partners Incorporated – Social Business Partnership / Alliance
￮ CSSE Bonds & Funds – Raising capital: bonds and funds
￮ CSSE Academy / CoE – Promotion for the science and art activities of
Christian Social Stock Exchange
￮ CSSE Institute – Promotion of educational activities
￮ CSSE Advisory & Research – Provision of advisory services, identify
investment opportunities, conduct due diligence and manage
transactional exchange
￮ CSSE Growth Fund – Issuance of growth funds: matured market using
Christian funds and principles?
￮ X-celerator Fund – To expedite growth of budding enterprises using
Christian funds and principles?
￮ X-essment Advisory – To measure and monitor social-environment
impact? To include spiritual impact? Christian screen and parameter.
￮ CSSE (Cross) Foundation – Capital market enhancement activities
that scale up positive impact of the entity (SPONSOR)
14

15. Project #.4
RURALDEVELOPMENTBOND(EXAMPLE)
￮ Mobilizing private capital for
development in rural or designated
areas
￮ Ecosystem of people and
organizations in rural areas designated
￮ Access to the financial markets
￮ Using Christian compliant financial
instruments / facilities and principles?
15

16. Project Objective#.5
DEVELOPMENTGROWTHFUND
(EXAMPLE)
￮ Accelerator program that assists
social enterprises matching capital to
different stages of growth
￮ Cover key areas: Water, Sanitation,
Energy, Food, Agriculture, Education,
Healthcare, Green Technology,
Environmental friendly…
￮ Using Christian compliant financial
instruments and principles?
16

17. ProjectObjective#.6
MARKETVALUECHAIN–UTILIZING
CHRISTIANFINANCE&IMPACT
INVESTINGPRINCIPLES& FINANCIAL
INSTRUMENTS
Will include:
￮ Seed capital
￮ Early stage capital
￮ Growth capital
￮ Bridging capital
￮ Exits
17

18. ProjectObjective#. 7
IDEATOMATURITYSTAGES&
UTILIZINGCHRISTIANFINANCIAL
INSTRUMENTS
Will progress from:
￮ Idea stage
￮ Early stage
￮ Expansion stage
￮ Pre-IPO stage
￮ Maturity stage
￮ Exit stage
18

19. ProjectObjective#.8
MARKETINGSTRATEGY&TARGET
MARKETS
￮ A Marketing Plan will be developed upon
approval that includes:
￮ Above & below the line marketing activities
￮ Supplemented by Social or Digital Media
￮ Target markets include Social Investors,
Govt related agencies, Financial Institutions,
Community organizations, Green
Development Agencies, Social
Entrepreneurs, Philanthropic Bodies,
Christian based Foundations or entities?
19

20. ExpectedOutcomes #.1
Investment Markets Info
 USD 60 – 70 Trillion (2017 – United Nations Environment Program
: Principles for Responsible Investment (PRI), 1750 signatories, >
50 countries as of Aug 2017)
 USD 21 Trillion (BRI Inspired Investing Group with data from Pew
Research)
 USD 31.4 Trillion ( US Investor Group, 2019)
 USD 28.2 Trillion (Investment Company Institute 2017)
20

21. ExpectedOutcome#.2
POSITIONINGSTATEMENTS
￮ World: “World’s First Christian Social
Stock Exchange advocated by
SPONSOR”
￮ Rest of the World: “CSSE - Creating the
Social Stock Exchanges of the Future”
(Under the flagship of SPONSOR)
￮ “ Social Stock Exchange of The Future!
￮ Catchword: Christian Finance & Impact
Investing” Partnership
￮ SPONSOR: The Leading Evangelist of
Christian Social Stock Exchange!
￮ SPONSOR: The Global Advocate of
Christian Social Stock Exchange!
￮ BRI Stock Exchange of the Future! 21

22. ExpectedOutcome#.3
BRANDINGSTRATEGY
￮ World: “The world’s first Christian Social Stock
Exchange!”
￮ Rest of the world: “Country-specific Christian
Social Stock Exchange”
￮ Tagline: Investing in People, Planet, Profits &
Preservation and Progress (5P’s) for the
Future
￮ Will use both traditional and digital media to
create branding to public and world at large
￮ Christian compliance Social Stock Exchange
￮ Christian Finance & Impact Investing
Partnership
￮ SPONSOR: The Global Advocate of Christian
Social Stock Exchange!
￮ World’s first Biblically Responsible Investing
Stock Exchange 22

23. ExpectedOutcome#.4
PRODUCT/SERVICESTRATEGY
￮ Provides an investor-friendly & Christian
trading platform listing social business
developed from Legal, Government, private
sector and related entities for all countries
particularly the Christian community
￮ SPONSOR CO will provide assistance and
end-to-end consultancy services to
countries intending to start their Christian
Social Stock Exchanges
￮ SPONSOR CO will be the Academy & Centre
of Excellence (CoE) on Christian Social Stock
Exchange to the world
23

24. ExpectedOutcome#.5
PROMOTIONSTRATEGY
￮ Includes all activities in both traditional & digital
media to create awareness
￮ Printed & digital info about entity and services
￮ Alliances with other SSEs / World’s Social
Development bodies / UN agencies / Universities /
CSR bias entities / Social orientated foundations /
Impact Investing entities, Christian business bodies
￮ Website, Blog & other Social Media platforms to be
employed to increase visibility
￮ Development & Implementation of CSSE
Certification programs & CSSE Summit or
Conference, Gala Events to be organised by
SPONSOR CO
￮ Formation of the world’s first CSSE Network Alliance?
24

25. Project&CommercializationPlan#.1
RESOURCESREQUIREMENTS
￮ Malaysia: CSSE will register with ROC as S/B &
regulated by existing authorities of the Main
Exchange of Malaysia (similar for world)
￮ Listing of CSSE in other bourses may be considered
using capital mechanism like Alibaba, Grab...
￮ Proposer will rent an interim office space with ICT
facilities to conduct research and develop
framework, SOPs of supporting platforms e.g.
Academy, Institute, Advisory Board....etc...
￮ SPONSOR may allocate working space in its
premises for coordination or other related activities
￮ Note: SSE (UK) took 18 months from idea to pre-IPO
maturity stage & has raised about US$ 1,000,000
25

26. Project&CommercializationPlan#.2
FINANCIALCONSIDERATIONSAND
COMMERCIALIZATIONPLAN
￮ Initial request of working grant of RM 15,000 per
month ( 1 year) to cover salary, living & incidental
expenses, visits to SSEs & key person(s) funds to be
requested, training programs (SSE & Impact
Investing, Christian Finance, etc)...
￮ SPONSOR to consider fund-raising thru “Certified
Christian Social Stock Exchange Professional /
Christian Investment Professional and other related
certification programs” (To be determined)
￮ Fund –raising thru “World’s Summit /Conference and
Global Leadership Awards on CSSE Gala Event
hosted by SPONSOR (To be determined) (Separate
Event Organising proposals can be tabled)
￮ Self generating revenues from set up, consultancy
services, talks, training programs on CSSE
￮ CSSE Academy or CoE to be listed in less than 5
years (Note: SSE (UK) took 18 months from idea to
pre-IPO maturity stage has raised about US$ 1 M 26

27. Project&CommercializationPlan#.3
PotentialCommercializationPlan
 Certified Christian Social Stock Exchange
Professional (CSSEP) – 2 -3 day intensive program,
300 pax at USD 1,500 per pax = USD 45,000.00
(Sponsor?) Bi-annual or quarterly
 CSSE Inaugural Gala & Awards Night – 500 pax at
USD 100 per pax per table of 10 = USD 50,000.00
 Platinum (1 @USD10 K), Gold (2 @USD 5K each),
Silver (4 @USD 3K each) & Copper (8@ USD 1.5K
each) Sponsors’ tables: projected revenues
@100% take up rate = USD 44,000.00
 Corporate & CEOs’ write up on Inaugural CSSE
Handbook: Projected revenues of 30 X USD
5,000/Co = USD 150,000.00
 Project revenues from above= USD 289,000.00 X 4.0
(RM 1,156,000.00)
 Revenues from Consultancy and services
rendered by SPONSOR-CSSE Think tank – From USD
1,000,000 onwards for setting up CSSE in country
 Note: Proposal Papers for CSSE Inaugural Gala &
Awards Night are ready!
27

28. CONCLUSION
￮ Recent emergence of SSEs that differ in form
and function with few examples
￮ None from the Christian community?
￮ Necessitate extensive R & D activities,
development of strategic framework and
related documentation (SOPs)
￮ SPONSOR proposed to be the Global
Advocate of Christian Social Stock Exchange
by merging Christian Finance & Impact
Investing (BRI) Concepts / Principles
￮ SPONSOR proposed to spearhead the first
CSSE Academy / CoE for the world!
￮ SPONSOR proposed to be the leading
pioneer Incubator & Accelerator of CSSE
￮ Approve the working grant of RM 15,000 /
month / year for originator of concept
28

29. MINORACCOMPLISHMENTS
 International & local award-winning writer (Commonwealth
Navies & Anugerah Usman Awang)
 Author: Servant Leadership 1.0 – Serve to Lead & Servant
Leadership 2.0 – Principles of SERVANTHOOD (with
precepts from major Holy Books) published in major dailies
and online portals
 Author: Islamic & Christian Financial Concepts, other Wealth
Management /Thematic Concepts. Also “- 12 Strategic
Initiatives for the Palm Oil &Timber Industries (2 papers)
 Author:The world’s first Islamic Social Stock Exchange &
Global Islamic Finance &Tourism (G.I.F.T.) Frameworks
 Chief Editor & Event Organizer, LEADERS publication
 Former Columnist with the New StraitsTimes –Property
Column with published articles on Wealth Creation,
Investment and Property in general
 Former HOD – Sales & Niche Publications (Halal, Oil & Gas,
Tourist, Agriculture publications & Internet Solutions.
Secured 10 Millions deal forTM Publications from Tourism
Ministry
 Certified Master Financial Planner (MFP), USA
 Certified Professional Landlord (CPL), USA
 Certified Islamic Estate Planner (IEP), Malaysia
29

30. GOD AND INHERITANCE
“The LORD knows the days of the
upright: and their inheritance shall be
forever. They shall not be ashamed in
the evil time: and in the days of famine,
they shall be satisfied.”
Psalm 37 : 18 – 19
30

31. 31
Thanks…TheNextStep?
Any questions?
You can find me at: johnnymoi7@yahoo.com or 012 371 0788