Development and implementation of the strategic framework for the world's first Christian Social Stock Exchange (CSSE) based on Biblically Responsible Investing (BRI) principles

1. DEVELOPING A STRATEGIC
FRAMEWORK FOR THE
WORLD’S FIRST CHRISTIAN
SOCIAL STOCK EXCHANGE
(CSSE)
WITH
THE
LEADERSHIP OF SPONSOR(S)
BY
LT CDR JOHNNY MOI (RET)

2. BACKGROUND /
INTRODUCTIONSocial 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. CHRISTIANITY AND
WEALTH
‘Wealth gotten by vanity shall
be diminished: but he that
gathers by labor shall increase.’
(Proverbs 13 : 11)
4

5. Background # 2
CSSE: FAITH - BASED
STOCK EXCHANGE OF
THE FUTURE!
-Lt Cdr John Moi (Ret) -
5

6. Background # 3
CURRENT
POSITIONNew 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
6

7. Background # 4
CURRENT POSITION – KEY
AREAS OF RESEARCH
￮ 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
7

8. 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
8

9. Project Objective #. 1
PROJECT
OBJECTIVES￮ 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
9

10. Project Objective #. 2
BRIEF DESCRIPTION
OF 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!
10

11. Project Objective #. 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) 11

12. Project #.4
RURAL DEVELOPMENT BOND
(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?
12

13. Project Objective #. 5
DEVELOPMENT GROWTH
FUND (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?
13

14. Project Objective #. 6
MARKET VALUE CHAIN –
UTILIZING CHRISTIAN
FINANCE & IMPACT
INVESTING PRINCIPLES &
FINANCIAL INSTRUMENTS
Will include:
￮ Seed capital
￮ Early stage capital
￮ Growth capital
￮ Bridging capital
￮ Exits
14

15. Project Objective #. 7
IDEA TO MATURITY STAGES
& UTILIZING CHRISTIAN
FINANCIAL INSTRUMENTS
Will progress from:
￮ Idea stage
￮ Early stage
￮ Expansion stage
￮ Pre-IPO stage
￮ Maturity stage
￮ Exit stage
15

16. Project Objective #. 8
MARKETING STRATEGY
& 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?
16

17. Expected Outcomes #.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)
17

18. Expected Outcome #. 2
POSITIONING STATEMENTS
￮ 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 18

19. Expected Outcome #. 3
BRANDING STRATEGY￮ 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 19

20. Expected Outcome #. 4
PRODUCT/SERVICE
STRATEGY￮ 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
20

21. Expected Outcome #. 5
PROMOTION STRATEGY
￮ 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?
21

22. Project & Commercialization Plan #. 1
RESOURCES
REQUIREMENTS￮ 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 22

23. Project & Commercialization Plan #.2
FINANCIAL CONSIDERATIONS AND
COMMERCIALIZATION PLAN
￮ 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 23

24. Project & Commercialization Plan #. 3
Potential Commercialization Plan
 Certified Christian Stock Exchange Professional
(CSEP) – 2 -3 day intensive program, 300 pax at
USD 1,500 per pax = USD 45,000.00 (Sponsor?)
 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 – RM ?? Millions?
 Note: Proposal Papers for CSSE Inaugural
Gala & Awards Night are ready!
24

25. 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
25

26. MINOR
ACCOMPLISHMENTS
 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 according to the Holy Books
available in Linked In- SlideShare (or google author’s name)
 Author:The world’s first Islamic Social Stock Exchange &
Global Islamic Finance &Tourism (G.I.F.T.) Frameworks, July
2019
 Chief Editor & Event Organizer, LEADERS publication
 Former Columnist with the New StraitsTimes –Property
Column with published articles onWealth 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 fromTourism Ministry
 Certified Master Financial Planner (MFP), USA
 Certified Professional Landlord (CPL), USA
 Certified Islamic Estate Planner (IEP), Malaysia
26

27. 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
27

28. 28
Thanks… The Next Step?
Any questions?
You can find me at: johnnymoi7@yahoo.com or 012 371 0788