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Investors' Report 2006 07 INVESTORS’ REPORT 2006 07 1 A MESSAGE FROM THE DEAN 2 THE ROTMAN VISION 3 SCHOOL RECEIVES $50 MILLION FROM THE PROVINCE OF ONTARIO 4 OUR COLLECTIVE ACHIEVEMENTS: THE YEAR IN REVIEW 6 VOLUNTEER PROFILE: LARRY WASSER 7 TSX INVESTS ADDITIONAL $750,000 IN CAPITAL MARKETS INSTITUTE 8 DONOR HONOUR ROLL 2006 – 2007 10 THE ROTMAN VISION FUND 13 FINANCIAL REPORT AND CAMPAIGN STATISTICS 14 ROTMAN BOARDS 15 ROTMAN VOLUNTEERS 17 ROTMAN AT A GLANCE TM Integrative Thinking and Business Design are registered trademarks of the Rotman School of Management. A MESSAGE FROM THE DEAN This fifth annual Rotman Investors’ Report is a special tribute exceptional students who would otherwise be unable to to not only our donors, but also the countless volunteers who gain the long-term benefits of our innovative programs. give their time in support of the School and its vision. We Volunteers provide further support in curriculum development, are incredibly grateful to enjoy unwavering support from helping the School build valuable relationships and running alumni, friends and organizations who believe in the School critical programs for students and alumni. and its ambition to rank among the world’s best. Your Your support of the Rotman School’s vision is a wise backing is critical as we continue our quest to revolutionize investment in our collective future. While the School’s recent business education by developing an innovative curriculum momentum has been strong and our accomplishments built around Integrative Thinking TM and Business Design TM. many, work remains to be done in reaching our highest In the past year, the Rotman School has continued its aspirations. I thank you for your support and encourage fierce competition among the world’s best business schools. you to remain close to us as we continue on our journey of We have been very active in recruiting and retaining the innovation and excellence. Rotman’s future is bright, and most talented students and faculty. While finding the financial I look forward to sharing every success with you. resources to support these individuals is a significant and challenging task, we have been successful in attracting some of the best human capital from around the world. With leading faculty providing a unique educational experience and producing ground-breaking research, the Rotman School is at the head of the class in global thought leadership. We wouldn’t be where we are today without you. Your Roger Martin generosity in time and financial support has an immediate Dean, Joseph L. Rotman School of Management, impact: it enables our faculty to conduct pioneering research; Premier’s Research Chair in Productivity & Competitiveness, ensures that we offer the most modern and well-equipped and Director, AIC Institute for Corporate Citizenship facilities; attracts leading young academics from top-tier schools; and provides financial backing for many Toronto, September 2007 1 THE ROTMAN VISION The Rotman School has become globally renowned for its INVESTORS HELP PAVE THE ROAD AHEAD unique approach to business education, built around If they are to become tomorrow’s leaders and innovators, Integrative Thinking™. Rotman is developing a new way Rotman students require access to world-class services and to think about business for the 21st century, enabling the equipment. With your support, we are able to provide development of creative business solutions for a world them with leading-edge classroom technology, a state-of- filled with uncertainty, instability and risk. Rather than the-art Business Information Centre (library), a Financial accepting the world as it is presented to them, Rotman Research and Trading Lab, the world-class computing students are learning how to create new, more powerful resources of the Rotman Portal, and the Rotman Interactive models and solutions to shape the world around them Trader, a breakthrough tool in trading education. for the better. In addition to new cutting-edge facilities, future priorities for the School include investments in academic chairs and SUCCESS BREEDS SUCCESS individual faculty and enhancements to our evolving The reception to the Rotman vision for redesigning curriculum. This year, we announced our ambitious plans to business education has been greater than anyone could construct a new building that will host the newly-established have imagined. As a result, Prosperity Institute. The Institute was made possible by a $50-million donation to the Rotman School by the Province • Rotman is currently ranked 27th in the Financial Times of Ontario (see details, page 3) and a $10-million gift ranking of the world’s top 100 MBA Programs, top 16 from Joseph and Sandra Rotman. in North America and top 7 worldwide for Finance. The new building will be constructed just south of the BusinessWeek ranks Rotman in its ‘International Top Ten’. Rotman School on St. George Street. In addition to • Our faculty’s research is ranked 23rd in the world, providing space for the new Prosperity Institute and a up from 65th place just four years ago, indicating that 50 per cent expansion of the School’s graduate programs, their contributions are making a major impact on the new building will house the Desautels Centre for global business thinking. Integrative Thinking. • Renowned business leaders such as Jack Welch, SHARING IN SUCCESS Michael Dell, Meg Whitman, Isadore Sharp, Canada’s In the case of a great business school, success is something last five CEOs of the Year, and a roster of Nobel that is shared across a virtuous circle: successful schools Laureates have visited the School to share their wisdom attract great students; great graduates succeed in the business and experience. world and demonstrate their school’s effectiveness; and all • Since 1998, the annual intake of full-time MBA students those who invest their time and money in the school — has more than doubled, to 267. The School also now as advisors, investors, volunteers and recruiters — help to draws students from a wider talent pool: nearly 40 generate even more success. The return on these investments, per cent of the Two-Year Full-Time MBA class of 2008 both for the Rotman School and its supporters, lies in the consists of international students from 33 countries, School’s increasing reach, reputation and influence around speaking 39 languages. A larger student population the world. We encourage your continued support and helps attract and support the best students, faculty and invite you to share in our successes to come. recruiters, and ensures solid tuition revenue. 2 SCHOOL RECEIVES $50 MILLION FROM THE PROVINCE OF ONTARIO When the Provincial Government announced its 2007 “The Prosperity Institute will enhance the province’s budget, it also made a landmark funding announcement prosperity by taking an integrative approach to the study for the Rotman School. The funding, which will total $50 and creation of jurisdictional advantage,” says Rotman million, will enable the School to construct a new building Dean Roger Martin. “Currently, the study of how jurisdictions, that will host its newly-established Prosperity Institute and including provinces, become magnets for companies to provide space for a 50 per cent expansion of the School’s start-up, locate and grow, and for talent to study, live graduate programs, including its renowned MBA and and work, has been fragmented across many diverse PhD programs. An additional $10 million in government fields. This disconnected knowledge has been less helpful funding has also been allocated to the project, while a to policy-makers and businesses than is required.” further $60 million will be raised from private donations “The Prosperity Institute will remedy this by bringing to match the total government funding. together the best group of scholars in the world to study The campaign to raise the private funding is currently jurisdictional advantage in order to create new and more than half way to its goal and is being led by valuable insights that will benefit Ontario and the world Geoff Beattie, President of Woodbridge Company, who at large,” adds the Dean. is serving as chair. The campaign’s honorary co-chairs are Over the past decade, the Rotman School has assembled Dr. Joseph Rotman, Chairman and CEO of Roy-L Capital the largest academic research group in Canada dedicated Corporation, and Dr. Marcel Desautels, President and to the study of jurisdictional advantage and prosperity CEO of the Canadian Credit Management Foundation. but has lacked the physical and funding infrastructure necessary to advance the research. In summer 2007, the Prosperity Institute announced that renowned urban thinker Richard Florida will serve as its academic director. 3 OUR COLLECTIVE ACHIEVEMENTS THE YEAR IN REVIEW: MAY 2006 – APRIL 2007 SEPTEMBER 2006 Dean Roger Martin is appointed the University of Toronto’s first Premier’s Research Chair in Productivity & Competitiveness following a $3-million gift from the provincial government. The chair has as its aim the strengthening of Ontario’s productivity and economic MAY 2006 Prof. Jeffrey Callen, who holds the advantage. MDS Inc., a leading provider of Rotman Chair in Accounting, is the enabling products and services to the winner of the Haim Falk Award OCTOBER 2006 global life sciences markets, establishes for Distinguished Contribution to In its bi-annual ranking, BusinessWeek a new scholarship in honour of Accounting Thought from the ranks Rotman third among international John A. Rogers, the company’s Canadian Academic Accounting MBA programs, the biggest jump in former president and chief executive Association (CAAA). Also in July, the rankings, and second in both the officer. The $250,000 gift is matched Gary Latham, Secretary of State corporate recruiters and intellectual by the University’s Graduate Student Professor of Organizational capital polls. Endowment Fund, creating a $500,000 Effectiveness, receives the Michael R. fund for the John A. Rogers Award Losey Human Resource Research The Rotman School’s leadership in in Leadership for MBA students.
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