2008-2009 Annual Report of Private Giving Haas School
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UNIVERSITY OF CALIFORNIA BERKELEY HAAS SCHOOL OF BUSINESS 2008-2009 ANNUAL REPORT OF PRIVATE GIVING Haas School of Business Annual Report 2008–2009 2008-2009 “ I give back to Haas because I enjoy making a financial ANNUAL investment in the school’s future. I am excited to REPORT witness the change that comes with that investment.” OF — Steven Peletz, BS 83, MBA 99 PRIVATE GIVING TABLE OF CONTENTS Chairman’s Message 2 Dean’s Message 3 Annual Giving at Haas 4 Donors by Class Year 14 Corporate Partners 42 Haas Investors 45 Cumulative Giving 46 Matching Gift Companies 48 Endowed Chairs and Professorships 49 Haas School Endowments 50 Planned Giving 52 Memorials and Special Gifts 54 Friends of the Haas School 55 Haas Alumni Network 58 Haas School Board 60 CHAIRMAN’S “ Collective giving is a key reason the Haas School is one MESSAGE of the world’s most dynamic educational environments.” MICHAEL R. GALLAGHER, BA 67, MBA 68 Dear Fellow Haas School Supporters: Chair During this time of year, many of us pause to reflect on what we have accomplished Haas School Board while gearing up to tackle a new set of goals. Our shared achievements in support of the Haas School are noteworthy. But our work is never done. We must always look to the future and continue raising the bar. Together, the more than 5,000 gifts we made over the past year are helping the school improve its online career and networking services, supporting students through scholarships and experiential learning programs, and funding more groundbreaking research. Capital gifts are supporting faculty chairs in finance and general business management, a state-of-the-art classroom designed to promote collaboration, and the new Center for Teaching Excellence. Collective giving is a key reason the Haas School is one of the world’s most dynamic educational environments. When combined with the strong leadership of Dean Rich Lyons, we have the power to equip the world with business leaders who are change agents of conscience, carrying forward Berkeley values, on the vanguard of innovation. Thank you for being an integral part of this important legacy. With best wishes, Michael R. Gallagher, BA 67, MBA 68 Chair Haas School Board 2 Haas School of Business Annual Report 2008–2009 “ Thank you for your support during DEAN’S 3 MESSAGE a year of tremendous change.” RICHARD K. LYONS, BS 82 Dear Fellow Alumni and Friends: Dean I want to express my gratitude to everyone Haas School of Business who contributed in some way to our Haas University of California, Berkeley School this past year. Our annual report is much more than a record of fundraising success throughout 2008-09: it is a testament to the powerful and growing tradition of giving within our Haas community. Your generosity has enabled us to stand strong during a period that brought unprecedented budget cuts for the University of California system. On behalf of everyone at the Haas School, you have our deepest thanks. That our school is extraordinary is due in no small part to your generosity. Your gifts have enabled us to embark upon more pioneering research, fund unique experiential learning programs, and attract the brightest faculty and students. As a result, we are able to build on our considerable strengths and differentiate ourselves among the world’s top business schools. Thank you for your support during a year of tremendous change. As momentum around The Campaign for Haas keeps growing, I am eager to continue working together in taking our school to new heights. Sincerely, Richard K. Lyons, BS 82 Dean Haas School of Business COMPANY EXECS TAP MBA ANNUAL IMPACT: TALENT THROUGH HAAS@WORK GIVING YOUR ANNUAL AT HAAS FUND GIFTS Despite a difficult economy, annual IN ACTION giving remained stable in FY09 due to the tremendous generosity of Our excellence in teaching, research, and our donors. The 4,141 Annual Fund public service is maintained each year thanks donations made this fiscal year by to contributions to the Haas Annual Fund. 2,560 alumni, students, corporations, Haas Annual Fund gifts from alumni, friends, foundations, and friends of the Haas and corporate partners are immediately put School of Business totaled $2.4 million. to work on projects that will have an important These vital funds enable Dean Lyons and significant impact. The following are just Students Feng Xu, MBA 10; Oliver Strutynski, MBA to support key initiatives that build on a few examples of investments made possible by contributions to the Haas Annual Fund. 09; and Christine Rhinehart, MBA 10 collaborate the reputation of our school, add to the on ideas for Visa. strength and value of our Haas Alumni Network, and enhance undergraduate CAREER SERVICES LINK From credit cards and Clorox to consumer and graduate learning opportunities. ALUMNI TO OPPORTUNITY electronics and financial services, Berkeley MBA students continued to tackle key Students, MBA Career Services, and business challenges for corporate clients Alumni Relations all created new ways to through Haas@Work, an applied innovation provide an edge in the volatile marketplace program supporting the school’s Leading by strengthening student networks and Through Innovation brand. Haas@Work reinforcing career skills. Second-year full- sends students to companies to generate time MBA students Jason Topel and Peejay fresh recommendations that capitalize on Ronquillo, and evening and weekend current opportunities. The program can then MBA student Satadip Dutta launched new dispatch smaller teams to implement the events that brought students and potential ideas green-lighted by company executives. employers together. Career Services account Haas@Work grew this year to incorporate managers continued nurturing relationships students from all Berkeley MBA programs with recruiters to ensure strong bonds and to serve a record four clients in one through good times and bad. Their customer semester: Clorox, Panasonic, Visa, and care efforts, including a summer spent Wells Fargo. These spring 2009 semester meeting with more than 80 companies and projects followed previous assignments with the new provision of valet parking for campus Cisco Systems, SunPower, Disney, and Lam interviewers, earned them a #4 ranking Research. by corporate recruiters in a BusinessWeek nationwide survey of MBA career services operations. The Haas School also expanded career services offerings for alumni in response to the economic downturn, adding evening career advising, job search teams for alumni in career transition, and new programs for New York alumni. A weekly job posting email kept thousands of alumni current on new opportunities. 4 ANNUAL GIVING AT HAAS | Haas School of Business Annual Report 2008–2009 CASE COMPETITIONS THE HAAS ALUMNI NETWORK FACULTY RESEARCH HONE PITCHING SKILLS STRENGTHENS CONNECTIONS FUELS INNOVATION Case competitions are a key component Students made more alumni connections Haas School of the learning experience at the Haas than ever this year. Initiatives to connect faculty members School by helping to instill the importance members of the 36,000-strong Haas Alumni are committed to of working in teams and sharpening the Network (HAN) to current students and to outstanding teaching skills needed to pitch new business ideas. each other included enhanced interactions and dedicated Both undergraduate and graduate students online and in person. A new online alumni to seeking new at Haas have opportunities to participate database with a Web 2.0 approach, Haas@ knowledge, ideas, 5 in case competitions. This year, a team of Cal, was unveiled last spring. Students and and best practices. Haas undergraduates won the 12th annual alumni also met up on various social media Several faculty Investment Banking Case Competition by sites, including Facebook and LinkedIn. In Haas Finance Professor members earned proposing the immediate sale of Alameda- addition to an increased online presence, a Hayne Leland was distinction this year based tech firm Wind River to semiconductor wide variety of regional in-person activities recently honored with for their research, a $100K financial giant Intel. The winning team consisted opened up connections around the globe such as Adjunct economics prize. of Wynne Chyou, BS 10 (Business and for students – from Southern California to Professor Hank Bioengineering); Jordan Xu, BS 11 Shanghai to New York. Campaign kick-off Chesbrough who was honored as one of the (Statistics); Yi Yu, BS 11; and Yew Khor, events were held in the Bay Area, Singapore, top 50 authors in the field of technology and BS 11 (Material Science and Engineering). New York, and Los Angeles; the first-ever innovation management by the International Each team consisted of three to four UC Haas Asia Business Conference took place Association of Management of Technology; Berkeley students, including at least one in Singapore; and quarterly industry-focused Assistant Professor Waverly Ding who was non-business major. “Supper Clubs” in New York connected alums awarded the highly competitive Kauffman in finance, consulting, media, and marketing. The competition was judged by Wind River Junior Faculty Fellowship in Entrepreneurship CEO Ken Klein and CFO Ian Halifax; Lev Research from the Ewing Marion Kauffman Finkelstein, a vice president in Goldman Foundation; and Finance Professor Hayne Sachs’ investment banking division; Nick Leland, who was honored with the Stephen Giovanni, a managing director in Goldman A. Ross Prize from the Foundation for the Sachs’ investment banking division; and Advancement of Research in Financial