> “WeldenField is our brand name but we operate a number of companies in the real estate sector including construction, property management, mortgage services, development, etc. Our real estate activities include multifamily, single family, hotel, active adult, and land development. ”
Investment Approach
INVESTMENT THESIS
The primary objective of the Fund is to achieve Business as Mission quadruple bottom-line returns on invested capital for value-add multi-family properties. The quadruple bottom-line for us means achieving market or near market returns while impacting all the stakeholders (employees, tenants, neighborhood, competitors, vendors, investors, etc.) from a spiritual, social and environmental perspective. We plan to leverage our industry experience to identify opportunities and inefficiencies in the market and achieve operational synergies through our property management and construction management companies. In a world of so much capital chasing every deal, we must be efficient during our execution to arrive at good returns.
INVESTMENT OVERVIEW
We plan to invest in value-add apartment properties ranging in size from 100 to 250 units. We anticipate these properties will located be in the southeast United States. We will likely concentrate on two target cities for investment by the first fund to achieve operational efficiencies and maximize spiritual impact.
Capital Raise Strategy
Strategy: Fund and Deal by Deal
Total Properties Under Management: SPM is our property management company and it manages 18,000 units. We have developed and/or acquired (value add) over 9,000 units.
Total Assets Under Management: Our plan is to raise $15,000,000 to $25,000,000 of equity for the fund. We’re still raising money.
Investments to Date: 100-250
Total Number of Investors: Over 30 different investors including high net worth individuals, family offices, and funds
Average Investment: TBD
% of Capital from Top 3 Investors: Less than 25%
Financial Reporting Frequency to Investors: Quarterly
Minimum Amount: Typically $100,000
Setup to accept charitable capital through the National Christian Foundation or other listing platforms? For our current Business as Mission Apartment Fund we are working on approval with Impact Foundation.
Focused Geographic Regions of Investment:
Is all of your activity in the US? No.
Which states? Southeast primarily but we have also done deals in Texas, California and the northeast.
What countries outside of the US are you active in?
Working on labor accommodation housing in Dubai with Andre Mann.
Focused Industries of Investment:
Multi Family – New Development
Multi Family – Existing
Single Family – New Development
Commercial – New Development
Company Differentiator:
The WeldenField Real Estate BAM Fund I is being set up with the full intention of having a kingdom impact through its activities. Fund leadership has specifically set this as a fund goal. We anticipate most of the investors will also be spiritually aligned going in, and also hope that this fund-raising process allows us to witness to other investors about what we hope to achieve and how to think about integration of business and missions.
WeldenField is a flat organization where the executive leadership team is directly involved in all aspects of the business from acquisition, renovation, asset management as well as the spiritual integration. We believe in our key stakeholders taking direct responsibility for executing and managing the investments.
Investment Example:
WeldenField has successfully executed many new construction and value-add apartment investments over the last 10 years. In 12 of these projects we have brought on a mission focused on-site program called Apartment Life, which creates a social fabric for the communities and strives to generate gospel presentations through their interactions with residents.
Our new fund will bring a focused Business as Missions approach to apartment value-add investing where we will proactively purchase properties that are uniquely positioned to allow us to have a kingdom impact with the residents. The evangelism and discipleship strategies will be customized for each property based on location, demographic, etc.
We anticipate that we will own each of these properties between 7-9 years and achieve Limited Partner returns in the 12 – 14% IRR range. Rehab usually takes 6 to 12 months and stabilization occurs in 2nd or 3rd year depending on size of property and level of repositioning.
Previous or Active Portfolio PROPERTIES:
We have 12 deals under development or in planning stages. We also have 5 others under contract. These transactions include multifamily (new and value add), active adult, hotel and land development. The fund will focus on value add multifamily. We have closed on 3 value add multifamily deals in the last 12 months and have one under contract currently.
Leadership Team
Cumulative Leadership Experience in Accredited Investing: 50+ Years
Chuck Welden holds a B.S. from the University of Alabama in Commerce and Business Administration, a J.D. from George Washington University School of Law, and LL.M in Taxation from New York University School of Law.
After practicing law at the Birmingham law firm of Burr & Forman, Chuck joined WeldenField, a Birmingham-based family real estate company. He focuses on alternative investments and real estate opportunities that include both acquisition and development in multifamily, single family, hotel, active adult, and land. He currently serves on the Board of the Alabama Wildlife Federation and the National Christian Foundation of Alabama.
Chuck and his wife, Lauren, reside in Birmingham, Alabama. They have four children and five grandchildren. Lauren is from Hattiesburg, Mississippi. They attend Third Presbyterian Church. Chuck and Lauren have visited over 14 countries while working on missions and/or Business as Mission. Chuck enjoys tennis and most any hunting or fishing adventure–his favorites are gator hunting and redeye bass fishing. Lauren enjoys investing in others, especially younger women and children. She devotes time each week to Discovery Club where she leads a Bible study for elementary age children in urban schools in the Birmingham area.
Robert Field earned a B.S from the University of Alabama with a major in Accounting. He was a CPA in the Washington office of Arthur Andersen prior to returning to Alabama. Robert’s responsibilities have included the daily operations of Corinthian Mortgage Company and Highland Mortgage Company prior to the sale of these assets. In addition to other duties within the WeldenField organization, Robert serves as the Chief Financial Officer for Southern Hospitality Services, LLC.
Ed has been involved in the Section 202, PRAC, and Section 8 programs of HUD for over twenty years in his role as Manager of SPM, LLC. Additionally, Ed has been involved in the refinancing and redevelopment of numerous 202 Properties through the use of bond financed, tax credit, FHA financing and also with new construction of Senior Housing with HUD through the PRAC program. Ed also served as Managing Partner of Interactive Video Technologies, LLC. Ion247 focuses on video monitoring as well as the installation and service of Security Cameras, Access Control, and Alarm Systems at communities and business in the Southeast. Ed graduated from the University of Alabama in 1991 with a B.S. degree in Commerce and Business Administration from the University of Alabama. Ed is involved in such organizations as the Monday Morning Quarterback Club and the President’s Cabinet at the University of Alabama.
Bill currently serves as President of SPM, LLC. Over the last 40 years, SPM has evolved into one of the most respected and innovative property management companies in the industry. As President, Bill provides strategic leadership and operational oversight for SPM and its affiliated companies.
Bill works closely with property owners and SPM’s management team to enhance client relations and to achieve positive revenue goals and operational efficiencies. Bill has been responsible for the development, acquisition and management of more than $2 billion of multifamily assets. Additionally, Bill has served as an officer and on the Board of Directors of various multifamily housing associations, including the Greater Birmingham Apartment Association.
He holds an Alabama real estate broker’s license and has been involved in the management of over 50,000 units of conventional, bond financed and tax credit communities for the past 30 years. Before joining SPM in 1987, Bill earned a B.S. degree in Commerce and Business Administration from the University of Alabama and a Law Degree from the Cumberland School of Law.
John Grady Welden has been with WeldenField since May 2019 on the team’s acquisition and development projects and has managed all aspects of the capital raising, acquisition, renovation and asset management on his deals. Prior to WeldenField he worked as an acquisition analyst at Covenant Capital Group in Nashville, TN and was involved in six transactions totaling approximately $100 million in purchases across nearly 1,000 units. He received his M.S. in Finance from Vanderbilt University’s Owen Graduate School of Management and B.S. in Finance and Economics at the University of Alabama. John Grady attends Redeemer Community Church in Birmingham, AL and presented on BAM at the Lion’s Den event in 2019.
Matt Scarola has been with WeldenField since April 2018. He has led four apartment acquisitions over the past year and managed all aspects of capital raising, acquisition, renovation and asset management for these projects.
Prior to WeldenField, he worked at Newmark in Florida on the multifamily investment sales team where he was involved in 28 of the teams sales across 2017 and 2018 for over $1.5 billion in transaction volume. Matt worked at Ladder Capital Finance in New York in 2016 as an Underwriter and at EY in their Transaction Real Estate department in 2014 and 2015 as a Senior Analyst.
Matt received his M.S. in Real Estate and his B.S. in Finance at the University of Florida. Matt attends Arise Community Church in Birmingham, AL, and presented on the Real Estate BAM (Business as Missions) panel at Lion’s Den 2019.
Team and CULTURE
While not complete, one of the things investors have found helpful in the past is seeing how employees, customers have reviewed someone online. As of the date of completing this out …
Glass Door Rating: N/A
Facebook Review Rating: N/A
Spiritual Integration and Impact:
Faith Driven Investing can span a wide range from high yield to concessionary returns that have a higher level of spiritual integration. Having clear expectations of this philosophy is key for the movement. Each investment is unique and you might want to select multiples but if you had to choose one quadrant that best fits your groups spiritual integration and financial performance targets … What would it be?
We believe we will be in the medium to high spiritual integration with a slightly below market rate financial return. Typically, we see IRRs for market rate value-add multifamily deals in the 14 – 18% IRR range for 5-7-year hold periods. With our investment of 1.5% – 2.0% in a “compassion overhead” fee to fund the cost of the spiritual and social mission work at each property, we believe we will be looking at returns in the 12% – 14% IRR range for 7-9-year hold periods.
Describe the Spiritual Integration Activities:
Our budget will include compassionate overhead to fund and leverage ministry on site and in the surrounding neighborhood. This will be accomplished by collaborating with national, regional and local Churches and ministries such as Apartment Life and Crown Financial Ministries.
Each property will have a customized program for evangelism and discipleship based on the property’s location and demographics.
Strategically attract certain residents, such as a church planter, to help build an evangelistic and discipleship-oriented community.
We believe impact which is achieved by a sustainable, self-funding model will yield stronger results and will be viewed more favorably by the community as the transformation will be self-sustaining and a long-term strategy rather than just parachuting in on the weekends or for quarterly serve days.
The Fund will seek opportunities for outreach in multiple demographic sectors. While workforce housing will be a key component of our missional focus, the categories below could all be potential impact sectors (alphabetical order). WeldenField has experience in most all of these demographics:
Immigrants
Millennials
Seniors
Suburban
Urban
Work Force
Community Outreach will be customized based on the community. To achieve community outreach, many of the programs below will be used to connect with the residents and provide access points to share the gospel.
Financial Training
Life Skills Training
Career Training
Resume Building
Computer Literacy
Mentor Relationships
Career Prep Classes
Evangelism
Discipleship
Neighborhood Engagement
Family & Marriage Counseling
Youth Programs
On-site Preschool Care
After School Tutoring
Youth Mentoring Programs
Is Impact and Spiritual Integration Tracked?
Over the last decade, the partners comprising WeldenField Development have been involved in multiple conversations with a variety of organizations that promote and educate companies on how to effectively bring spiritual integration into their business and how to measure the impact. As a few examples, Chuck Welden was a co-author on BAM Global Congress paper on investing in BAM, authored a paper for CEF on the issue, one of the co-founders of The Birmingham Lion’s Den and National Christian Foundation of Alabama, and has invested in 30 different BAM companies and serves on the board of several of these companies. Through this involvement, our principals have been exposed to and have helped structure spiritual integration plans within these companies and others that we have consulted with. WeldenField has been a part of conversations covering strategies of spiritual integration in a wide spectrum of businesses and sectors and recognize that they need to be catered to the unique aspects of each business. We have partnered with other advisors in the field to help us think through our customized KPIs (Kingdom Performance Indicators) list. We are currently creating our own tracking tools for the Real Estate Fund based on our experience in our prior investments and activities.
A lot of Investing Conversations look at Social Impact related to the United Nations Sustainable Development Goals. Is there one of these that most resonates with your organization?
Goal 11 – We plan to create a social fabric of connectivity and inclusiveness at the properties. We are striving to provide a safe and friendly place to live where residents can feel a part of a community and be proud of where they live.
WHY The FAITH DRIVEN INVESTOR?
Why are you compelled to be certified and a part of the Faith Driven Investor Group?
We have been talking for several years with other BAM practitioners, investors and leaders in the movement about starting a BAM Real Estate fund. Our views line up well with FDI. The FDI Group concepts of Steward vs. Ownership, Capital = Influence, Abundance Economy, and investing for Impact are completely in alignment with what we hope to create.
We hope to be able to be able to connect with the larger FDI Group to gain wisdom into best practices for integrating faith and business. We believe we have a good foundational understanding but to be connected with a larger group of business and real estate professionals will advance our thinking and impact.
We believe that God speaks to us through His word and that all of Scripture is useful for instruction on how to live, work, and serve in any capacity. Scripture, when taken in aggregate, provides us with a great handbook on every question of life, and that includes how we steward our investments.
If you need a book to start with, this is the one. It’s easy to overlook, but it’s vital if we want to steward our life and our business for God’s glory.
Christians around the world are investing billions of dollars to support biblical values for God’s glory and their joy within a movement called Biblically Responsible Investing (BRI). Hear firsthand from one of the leading voices in the BRI movement about the exciting impact being felt on Wall Street, in corporate America, in families and churches all over the globe and how you, too, can experience the blessing of aligning your investments with biblical values for God’s glory and your joy!
Read how author Robert Netzly’s career as a successful financial professional was turned upside down when he discovered BRI, how the Holy Spirit pierced his heart on the issue and his harrowing experience of leaving everything to follow Jesus into an uncertain future with no safety net — and how God proved himself faithful time and time again, and used that step of faith to advance a movement that is literally changing the world, completely by his grace.
What does the good news of Jesus mean for economics? Too often, Christian teaching and ministry have focused only on the gospel’s spiritual significance and ignored its physical, real-world ramifications. But loving our neighbor well has direct economic implications, and in our diverse and stratified society we need to grapple with them now more than ever.
In The Economics of Neighborly Love pastor Tom Nelson sets out to address this problem. Marrying biblical study, economic theory, and practical advice, he presents a vision for church ministry that works toward the flourishing of the local community, beginning with its poorest and most marginalized members. Nelson resists oversimplification and pushes us toward more complex and nuanced understandings of wealth and poverty. If we confess the gospel of Jesus, he insists, we must contend anew with its implications for the well-being of our local communities. Together we can grow in both compassion and capacity.
The church in the West is rediscovering the fact that God cares deeply for the poor. More and more, churches and individual Christians are looking for ways to practice economic discipleship, but it’s hard to make progress when we are blind to our own entanglement in our culture’s idolatrous economic beliefs and practices.
Practicing the King’s Economy cuts through much confusion and invites Christians to take their place within the biblical story of the “King Jesus Economy.” Through eye-opening true stories of economic discipleship in action, and with a solid exploration of six key biblical themes, the authors offer practical ways for God’s people to earn, invest, spend, compensate, save, share, and give in ways that embody God’s love and provision for the world.
Faith-based organizations are sometimes known for what we’re against–and all too often that includes being against each other. But amid growing distrust of religious institutions, Christ-centered nonprofits have a unique opportunity to link arms and collectively pursue a calling higher than any one organization’s agenda. Rooting for Rivals reveals how your ministry can multiply its impact by cooperating, rather than competing. Peter Greer and Chris Horst explore case studies illustrating the power of collaborative ministry. They also vulnerably share their own failures and successes in pursuing a kingdom mind-set. Discover the power of openhanded leadership to make a greater impact on the world.
Slowly, silently, and with little fanfare, organizations routinely drift from their purpose, and many never return to their original intent. Harvard and the YMCA are among those that no longer embrace the Christian principles on which they were founded. But they didn’t drift off course overnight. Drift often happens in small and subtle ways. Left unchecked, it eventually becomes significant.
Why do so many organizations–including churches–wander from their mission, while others remain Mission True? Can drift be prevented? In Mission Drift, HOPE International executives Peter Greer and Chris Horst tackle these questions. They show how to determine whether your organization is in danger of drift, and they share the results of their research into Mission True and Mission Untrue organizations. You’ll discover what you can do to prevent drift or get back on track and how to protect what matters most.
The God who took a young boy’s lunch of five loaves and two fish to feed 5,000 doesn’t need our money. Yet, when we give him our life’s lunch – that is, everything we have – God invites us into the life-giving work He is doing in the world. And being in step with God is a greater joy than money could ever buy.
For every follower of Jesus, this journey of Faith Driven Investing must begin with surrender to the Lord and a heart transformed by Him. Part of that heart transformation includes the way we view and relate to generosity.
Generosity Peer Communities
Generous Giving
Founded in 2000 – US-based
Generous Giving’s mission is to spread the message of biblical generosity in order to grow generous givers, especially among those entrusted with much. Generous Giving hosts free online and in-person small group conversations, known as a Journey of Generosity (JOG), about God and money in an environment that never asks participants for donations or anything in return.
Best Suited for: Any US individual or family open to exploring their relationship with money and generosity in a safe, small group environment. Going through a JOG is FDI’s recommended first step for any believer beginning their stewardship journey.
Generosity Path
Founded in 2017 – Global (Non-US)
Generosity Path is a network from around the world who have created experiences to help people discover the great joy of giving. As a close partner of Generous Giving, Generosity Path hosts free Journey of Generosity seminars for the global (non-US) community of believers. Generosity Path hosts retreats and conferences in more than 70 countries and 30 languages.
Best Suited for: Any non-US individual or family open to exploring their relationship with money and generosity in a safe, small group environment. Going through a JOG is FDI’s recommended first step for any believer beginning their stewardship journey.
Women Doing Well
Founded in 2012
Women Doing Well exists to activate women towards purposeful generosity. Women Doing Well offers a Pathway of experiences with research-based content available virtually or in-person. These experiences equip and inspire women to live generously through knowing their purpose, passion and plan.
Best Suited for: Any Christian woman who wants to dig deeper into her relationship with generosity alongside other Christian women online and/or in-person.
The Gathering
Founded in 1985
The Gathering is a learning community of philanthropists motivated by their Christian faith to give humbly and steward wisely all the resources God has entrusted to their care. In addition to an annual in-person gathering, throughout the year, Gathering participants also meet in small groups around a common interest, season, or station in life.
Best Suited for: Christian individuals, spouses, and/or families that want to engage in community with other peer Christian givers.
Generous Life/Generosity NY
Founded in 2017 – Chapters in NYC, NY; Nashville, TN; Austin, TX; Birmingham, AL
Generous.Life is a curated community of people committed to radical generosity. We create experiential gatherings, events and conversations that propel Kingdom impact at scale throughout the world.
Best Suited for: Christian givers living in one of their chapter cities that want to engage in local community and/or that get excited by unique trips/experiences with a philanthropic purpose.
Generosity Bay Area
Founded in 2020 – San Francisco, CA
Generosity: Bay Area is on mission to create a culture of radical giving in the Bay Area— catalyzing a faithful community to joyfully imitate the generosity of Christ. GBA does this through facilitating communities of generosity, including offering resources and speakers who share personal giving approaches, and through events, campaigns, and giving topic-based dialogues.
Best Suited for: Christians living in the San Francisco Bay Area that want to engage in local community and be encouraged and equipped in their generosity journey.
Magnify
Founded in 2020
Magnify is a by Next-Gen, for Next-Gen Christian fellowship group on mission to see children of successful families come alive to their destiny and callings. Magnify seeks this through regular gatherings and opportunities online and in-person, as well as cultivating a private directory of Next-Gens accessible to each other to share the journey.
Best Suited for: Next generation, Christian inheritors looking for a safe community of peers that are on a similar journey of stepping into family legacy while also carving out their own.
Giving Advisory Organizations
National Christian Foundation
Founded in 1982 – US-based
National Christian Foundation is a US non-profit organization that helps donors give more wisely and tax-efficiently to support their favorite charitable causes. In addition to being a donor-advised fund sponsor, NCF helps donors craft a well-planned, intentional Giving Strategy based on biblical principles in order to help donors be more faithful, generous, and fully alive.
Best Suited for: A US-based giver 1) focused on giving to faith-based organizations and 2) who wants personal help and advice from regional offices equipped to intimately serve givers.
Excellence in Giving
Founded in 2002 – Headquarters in Colorado Springs, CO
Excellence in Giving is a premier faith-based philanthropic advisory and research firm. The EIG team provides data informed insights, relational networks, and evidence-based solutions to our individual and institutional clients to improve their giving strategy and efficacy.
Best Suited for: Givers looking for an alternative to hiring one’s own foundation staff and who are giving ~$500k+ annually.
The Signatry
Founded in 2000 – US-based
In addition to being a donor-advised fund sponsor, The Signatry offers family legacy workshops, donor-advised fund management, and succession planning.
Best Suited for: A US-based giver looking for help with family legacy, succession planning, and donor-advised funds.
Wish there was a way to pay less in taxes and give more? Great news – there is and it’s called a Donor-Advised Fund.
The Faith Driven Investor website is becoming a great place to continue conversation, introduce investors to the movement and encourage others to get involved. We’ve begun a very baseline asset mapthat begins to outline some of the groups in this conversation, but we’d like to make that a richer experience for people to learn more about other groups. In secular circles its common place to list more information online and we’d like to do the same for the Faith Driven Investor community. A template that we’ve resonated with is one found on the Impact 50 Website.
With our version of the inventory we’ve tried to couple the summary information that any fund might have along with information on what makes you and your fund uniquely “faith driven” so as to differentiate them from other secular funds.
Our hope is that by putting in a little time, we can be helpful to the movement and you by building awareness in the investor community from the main street investor through to multi-family offices, endowments and foundations. With that in mind, we’d like to invite someone on your team to fill out this linked form below so we can add it to the site before.
Please note that if this is approved by the Working Group for the Faith Driven Investor, this information will be posted publicly on the Faith Driven Investor website.
liked our youversion plan? you’ll love the newsletter
Faith Driven Investor Monthly
We know that as a business leader or investor, your most valuable asset is time. So each month we take the very best of the podcast, the blog and all the news, resources and upcoming events happening across the space and bring it to you.
If you enjoyed what you found in the YouVersion reading plan, then you’ll love all this newsletter has to offer. Sign up below to get all the best resources for Faith Driven Investors delivered to your inbox once a month.
recent newsletters
november 2019
rooting for rivals
This month, we had Peter Greer on our podcast where he explained why he believes that leaders in the Faith Driven Investing community can multiply their impact when they focus on collaboration and cooperation. He shared both anecdotal and analytical evidence to support his theory that when you come at problems from an abundance mindset—as opposed to one of scarcity—organizations flourish and the Kingdom advances. But that’s not all! See the rest of the best resources from the past month….
October 2019
practicing the king’s economy
At the heart of this movement is a desire to foster collaboration and community, and over the past few weeks, we’ve seen plenty of both! As you catch up on the best articles, videos, and resources for Faith Driven Investor, make sure you check out the FDI Working Groups. These are a great way to get involved and to learn about who is doing what in your particular sphere of influence.
September 2019
the start of something new
To start this newsletter, we wanted to share the best podcasts, videos, and articles from this Summer. If you’re a fund manager, investor, business leader, or pastor who believes that God owns it all and that He cares deeply about why and how we steward His investments, then this movement is for you!
If you’re wildly successful how will the world be different?
> “C12 member companies will successfully transition their business, or bring on capital partners, in a way that preserves, or even maximizes the Godly legacy and ministry occurring in and through the business. ”
Investment Approach
INVESTMENT THESIS
An ecosystem of like-minded capital providers, advisory groups and shepherding type agents that are united in an associational context around shared commitments, qualifications and member-centric covenants which C12 members can engage in with peace of mind. The 3Ten Coalition will provide a “safe place” to find information and partners addressing the #1 anxiety of C12 members: will their partner truly be aligned to a business as ministry vision for the business and will a transaction compromise that?
INVESTMENT OVERVIEW
Because the 3Ten Coalition is an ecosystem, made up of a wide range of capital providers, there are firms that address various capital needs of a business owner.
Investments to Date:
The 3Ten Coalition had its first successful transaction completed in 2019 with more to come in 2020. That being said, the measure of success for the 3Ten Coalition, however, is not “transactions completed” but was the outcome “God honoring” and was Kingdom-legacy preserved post-transaction. In some cases, the God honoring outcome may mean “no transaction” or “waiting on God” for the right time. We are encouraged by the early successes of the 3Ten coalition and the potential ongoing impact when like-minded partners are brought together.
Focused Industries of Investment: N/A
Investment Example:
The 3Ten Coalition is agnostic to transaction type and outcome. The goal of the 3Ten Coalition is for the owner to be an informed decision maker and prayerfully pursue the outcome that best honors God and aligns with their goals. The 3Ten Coalition has owners pursuing a range of transaction and transition options including: growth capital, partial sale, recapitalization ESOP and succession. The first owner to “transact” as part of the 3Ten Coalition had a successful sale of his company and continues to steward that business as a C12 member through a three-year transition period. The transaction outcome reflected how this owner kept God at the forefront of the process.
Previous or Active Portfolio Companies:
N/A
Capital Raise Strategy
Total Assets Under Management:
% of Capital from Top 3 Investors:
Financial Reporting Frequency to Investors:
Average Investment:
Minimum Amount:
Setup to accept charitable capital through the National Christian Foundation or other listing platforms?
Leadership Team AND CULTURE
Cumulative Leadership Experience in Accredited Investing:
Mike joined C12 as a member in 2010 while serving as an executive pastor for a large church in Texas and owner of a healthcare strategy consulting group. Prior to that he had served in a variety of leadership roles in both operations and sales corporately for the Walgreen Company, financial services as well as strategic development work with Health by Design. In 2011 he exited his commitments to join the local C12 practice in San Antonio as an associate chair serving CEOs across that market. In 2013 he and a partner acquired the greater Central Texas region and stewarded it as it grew to a team of 8 full-time chairmen serving nearly 150 leaders. Mike is passionate about collaboration, strategic planning, Gospel initiatives and BHAG endeavors.
With a background spanning Fortune 50 corporate settings, start ups, non-profit and local church, Mike has been discipled into an integrated life perspective around the calling all believers share to be disciple making disciples and ambassadors of Christ across all vocations and contexts. It was in 2005 when God revealed to Mike the perils of a “sacred versus secular” duality in life and since then he’s been on the adventure of living one life in Christ, with work as worship, business as ministry and life as mission.
Troy came to The C12 Group in 2008, with a diverse background in executive leadership, sales development, team building, and operations. Through his role as VP of Field Operations he is committed to serve, equip and encourage CEOs and business owners to lead thriving companies that honor the Lord and serve people.
During his tenure at Chick-fil-A, Inc. Troy learned that business excellence and glorifying God in the marketplace go hand in hand. Troy managed a P&L of $35+ million in revenue and coached business owners in operational excellence and improving financial results.
In addition, Troy has been involved in leading small group ministry, including planting a church in Seattle, WA. Troy was formerly Partner at OneAccord, a management-consulting firm focused on accelerating revenue for mid-market companies. While at OneAccord, Troy was privileged to work with numerous technology companies in senior leadership positions, managing sales, marketing and business development activities. Troy most recently served as the President of a technology private equity group, where he led the management teams of 4 portfolio businesses.
With over a decade of experience in marketing leadership, brand management, and business development, Kevin has helped numerous companies refine and implement plans to create exponential growth.
Prior to joining C12, Kevin led a successful Florida-based brand strategy consulting business focused on growing small and medium sized businesses. Entrepreneurial in spirit, Kevin also has a diverse background in launching start-ups as well as helping struggling or stagnant businesses develop a new course of action. His experience incorporates knowledge from multiple industries including textile manufacturing and design, medicine, real estate, technology, web development, and the creative arts.
After attending the University of Central Florida where he studied Music Performance, Kevin became involved in worship arts and youth ministries, serving for several years in various leadership roles. He and his wife Beth, an elementary school administrator, have been married since 2000. Together with two sons Kyle and Kamden, they enjoy a wide variety of outdoor activities including hiking, hunting, fishing, and backpacking.
While not complete, one of the things investors have found helpful in the past is seeing how employees, customers have reviewed someone online. As of the date of completing this out …
Faith Driven Investing can span a wide range from high yield to concessionary returns that have a higher level of spiritual integration. Having clear expectations of this philosophy is key for the movement. Each investment is unique and you might want to select multiples but if you had to choose one quadrant that best fits your groups spiritual integration and financial performance targets … What would it be?
The 3Ten Coalition exists to preserve and even maximize the spiritual integration and ministry results within a company, and seek to provide market rate returns in the process.
Describe the Spiritual Integration Activities of the Fund:
We want business owners to be aware that a business transition or a capital event can be achieved, while at the same time preserving the spiritual and ministry legacy that has been built.
A lot of Investing Conversations look at Social Impact related to the United Nations Sustainable Development Goals. Is there one of these that most resonates with your organization?
We typically encourage a “caring matrix” approach to strategic spiritual integration. This includes looking at the various stakeholders influenced within a company (ie, employees, their families, customers, vendors, the marketplace, the community), and assess ways to serve each in the areas of meeting physical, emotional and spiritual needs.
WHY The FAITH DRIVEN INVESTOR?
Why are you compelled to be certified and a part of the Faith Driven Investor Group?
We want business owners to be aware that a business transition or a capital event can be achieved, while at the same time preserving the spiritual and ministry legacy that has been built.
