Burgess COMMENTARY

Peter Burgess

http://www.capmav.com/about-us/ The Capital Maverick Group, LLC {CapMav} At The Capital Maverick Group, LLC {CapMav}, we strive to set ourselves apart from other investment firms or large lending institutions by seeking to generate impact first and foremost in every aspect of how we do business. We do this by maintaining a high level of transparency with our clients, bringing to the table rich industry knowledge and strong industry partnerships. Clients work directly with the Principals that have a wealth of analytic, strategic marketing, financial, and capital markets intelligence. Our Principals also have significant entrepreneurial and operational management experience, which helps us better understand our investors and the community needs and objectives. CapMav's Economically Targeted Investing Economically Targeted Investing (ETI) is the practice of using financial investments to assist in the economic stimulation and improvement of a specific geography and earn financial return. ETIs seek to achieve market or above-market risk-adjusted returns while financing activities that promote economic development. For example, a bond that finances an economic development project that helps with job creation, neighborhood revitalization and urban development would be considered an ETI. ETI is an investment style that essentially adds a second goal of economic development to a traditional investment strategy (typically for pension funds) whereas SRI includes the addition of any secondary objectives into the investment process such as an investor's social, moral, ethical, or religious criteria. While the entire ETI universe can be considered socially responsible, very little of the SRI universe can be considered economically targeted. CapMav actively seeks economically targeted investments both domestically and internationally. Our model is designed to provide meaningful returns, market pricing and measurable impact. One of the benefits at CapMav is our ability to customize innovative financial tools that can be economically and geographically targeted to support economic development initiatives and generate financial returns.