Impact Investing Through a Portfolio of Publicly Traded Indiana - PowerPoint PPT Presentation

Impact Investing Through a Portfolio of Publicly Traded Indiana Companies Sunjay Goel, CFA Halter Ferguson Financial

Top 50 Indiana Public Companies by Revenue per IBJ Please refer to Disclaimers and Disclosures slide for additional 2 information

Why Invest in Publicly Listed Indiana Companies? Track record of Companies with a Headquarter in Indiana (December 31, 2015) CAGR 1 Year 3 Year 5 Year 10 Year 15 Year Companies 52 49 45 40 33 Historical Indiana -2.4% 15.5% 21.0% 7.1% 11.8% S&P 500 ETF (SPY) 1.3% 15.0% 12.4% 7.2% 5.0% Russell 2000 ETF (IWM) -4.5% 11.7% 9.2% 6.8% 7.3% Source: Morningstar, Halter Ferguson Financial Additional Information: • Not an indication of future performance Sample includes all companies with a headquarter in Indiana and with a market cap over $100 million as of December 31,2015. • Companies included in calculation are public for the entire calculation period. Limited Partnerships are excluded. Portfolio is equal weight at the beginning of the respective time period, no subsequent rebalancing, dividends are reinvested in the • company. • Returns are exclusive of management fees and expenses IWM is a ETF modeled after the Russell 2000 index; SPY is a ETF modeled after the S&P 500 index • • Calculations of returns available on last page of presentation Please refer to Disclaimers and Disclosures slide for additional 3 information

Of the Top 25 States by Population, Indiana Has the Most Affordable Housing, which Creates a Foundation of Stability for Families and their Employers Please refer to Disclaimers and Disclosures slide for additional 4 information

Crossroads of America Location and Infrastructure Helps Families Balance their Time between Family and Work 1 st in shortest distance to median center of U.S. population • 5 th largest cargo airport, 2 nd largest FedEx Hub • 5 th in Class I railroads • 4 th in rail Tons of food products originated • 4 th in number of long-distance trucking companies • Source: IEDC Source: IBRC Indiana Please refer to Disclaimers and Disclosures slide for additional information 5

Community Involvement • “… increased community presence through the giving of time, talents and treasure for the greater good has helped us build a reputation as an employer of choice. Employees are significantly more interested in, more engaged and more satisfied with a company that has a demonstrated commitment to corporate social responsibility”— Kimball International Please refer to Disclaimers and Disclosures slide for additional 6 information

Investment in the Community Company County Program Main Source Financial Decatur County and In 2015, 4800 hours of paid employee rural communities leave to volunteer, $150K of employee throughout SE matches to the United Way, $900,000 Indiana of direct contributions, lending under the Community Reinvestment Act Kimball International Dubois County $13 million over 60 years to organizations supporting Education, Health and Human Services, Civic and Community Programs, Arts and Culture, and Religious Institutions Steel Dynamics Allen County and OmniSource Division recycled 5.5 10 other counties million gross tons of ferrous material and one billion pounds of nonferrous material, including mercury, throughout the US. Please refer to Disclaimers and Disclosures slide for additional 7 information

The Indiana Advantage! Investment Dedicated Low In The Infrastructu Work Operating Communit re Force Costs y Competitive Advantage! Please refer to Disclaimers and Disclosures slide for additional 8 information

Companies, Families & Communities in Indiana are doing better 9