CleanEnergyTrust Overview_After

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Chicago Clean Energy Trust February, 2010


Mission Offerings Planning

Structure Next Steps

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Agenda


Mission Offerings Planning

Structure Next Steps

3

Agenda


Clean Energy Trust – Mission and Purpose • Mission: To accelerate the growth of a clean energy economy in the State of Illinois • Vision o Clean energy will define the future and Illinois has an opportunity to become a leading State in this business sector

• Purpose: o Facilitate new companies and expansion of existing businesses

• Desired Outcomes o Creation of new jobs o New clean energy-friendly legislation and policy 4

Mission


Founding Board Civic leaders and business professionals with a passion for Illinois and clean energy • • • • • • •

Michael Polsky, Invenergy Nick Pritzker, Hyatt Corporation Paula Crown, Henry Crown & Company Richard Sandor, Chicago Climate Exchange Tim Schwertfeger, ex-Nuveen Antonio Gracias, Valor Capital Andrew Perlman, Great Point Energy 5

Organization


Staff • Amy Francetic, Executive Director o Entrepreneur with R&D and finance expertise  Invention Bridge, Managing Director  Argonne EIR, Managing Director  MVC Capital, Principal  Stanford Research Institute EIR  High tech entrepreneur – Zowie, GluMobile, EA

• Jason Zielke, Associate o Entrepreneur with engineering expertise  DillonKane Group  Oak Ridge National Laboratory  Britannica  Universal Oil Products  University of Chicago Booth MBA

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Organization


Clean Energy Trust Structure • Independent non-profit public charity with 501(c)3 status • Seed funding provided by founders followed by donations from a mix of public and private capital o Foundations, individuals, State, corporations

• Hosted by Chamber of Commerce’s Foundation with fiscal agency agreement o Share program resources, expedite set-up, provides validation for IRS

• Proceeds from activities can be redeployed by 501(c)3, creating in essence an “evergreen fund” 7

Organization


Offerings • Business Services o Jungle guides for clean energy businesses o Online Clean Energy Clearing House

• Financial Assistance o Invest alongside partners who can help us provide simple financial products o Lead our clients to funding sources through referrals

• Advocacy o Partner with Chamber and Environmental Law and Policy Center o Encourage legislation that nurtures the creation and growth of a clean energy economy

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Offerings


Segmentation Support • Ecosystem Development o Clearing house for information o Business case competition

• Technology Transfer o Ex: Lithium Air battery technology

• Startups o Ambassadorship for entrepreneurs

• Existing Companies o Guidance in growth opportunities

• Transplants o Promotion to business community

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Offerings


Sectors of Interest • Renewable Energy o Manufacturing, service, distribution, finance

• Smart Meters and Information Technology o Tracking energy consumption and recommending products and services to aid reductions and behavior modification

• Energy Efficiency Retrofits o Seeking profitable businesses to support commercial/industrial and residential sectors

• Carbon Abatement and Finance o Measuring carbon footprints, recommending efficiency improvements, financing improvements, measuring results 10

Sectors


Chicago Clean Energy Trust amy@inventionbridge.com 847-899-2225 jason@inventionbridge.com 773-895-8134


Appendix


Structural Analogs Nationwide

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Structure


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