Investors Report 20111

20
Investors’ Report 2010–11 TO OUR SUPPORTERS, WHO ARE HELPING US OPEN OUR DOORS TO MORE INNOVATIONS IN BUSINESS EDUCATION AND PRACTICE THANK YOU

Transcript of Investors Report 20111

Page 1: Investors Report 20111

Investors’ Report 2010–11

TO OUR SUPPORTERS, WHO ARE HELPING US OPEN OUR DOORS TO MORE INNOVATIONS IN BUSINESS EDUCATION AND PRACTICE

THANK YOU

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THIS ANNUAL PUBLICATION PROVIDES THE ROTMAN SCHOOL OF MANAGEMENT WITH AN OPPORTUNITY TO ACKNOWLEDGE — AND THANK — OUR DONORSAND FRIENDS.

Message from the Dean 1

Campaign Progress Cumulative Giving 2 Major Gifts 4 Rotman Vision Fund Gifts 8

Donors Cumulative Donor List 10 Annual Donor List 12 Bequests 14

Rotman Boards 15

Rotman at a Glance 16

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Throughout our $200-million campaign, the Rotman School has been successfully reaching out to a wide range

of supporters, many of whom are gratefully acknowledged in this report. Our donors are helping us to develop and

inspire innovative problem solvers — people who will contribute profoundly to our complex and challenging world.

To date, a significant portion of our fundraising efforts has been targeted to the construction of our new building.

This capital investment is key to our plans for expanding our community of scholars, as well as bringing the power

of research excellence to the advancement of theory, inspired teaching, practical thinking, and productive action.

This past year, the new building’s exterior was completed and work began on finishing the interior. With the facility

scheduled to open for classes in September 2012, our attention turns increasingly to leveraging this important

new resource to its fullest potential by investing in the people who will populate its halls. You will therefore find that

many of the gifts listed in this report create new faculty awards, which will help increase our population of scholars

in both quality and number, as well as support student learning.

I look forward to reporting further on the progress of our campaign next year. In the meantime, thank you as always

to everyone who has invested in our future.

Roger Martin

Dean,

Premier‘s Research Chair in Productivity & Competitiveness,

Director, Michael Lee-Chin Family Institute for Corporate Citizenship,

Professor of Strategic Management

MESSAGE FROM THE DEAN

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Roger Martin visiting the construction site of the new building.

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STUDENTS AND DISCRETIONARY FUNDS 8%

FACULTY AND RESEARCH 30%

ALLOCATIONOF FUNDS

RAISED TO DATE

NEW BUILDING 62%

CAMPAIGN PROGRESS

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2,212DONORS

$129.5MILLIONRAISED

CUMULATIVE GIVINGFrom May 1, 2006 (the start of our $200-million campaign), to April 30, 2011 See pages 10–14 for donor listings

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The west facade of the new building. 3

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MAJOR GIFTSMay 1, 2010, to April 30, 2011 See page 8 for Rotman Vision Fund gifts

Sandra Rotman contributed an additional gift of $750,000 to a joint initiative with the Centre for Addiction and Mental Health (CAMH) called Rise Asset Development. This latest gift brings her total support to $1 million for this initiative. It provides micro financing loans and mentorship to men and women living with mental illness and addictions who are interested in pursuing self-employment. The Rotman School and CAMH lend their respective expertise in business mentoring and mental health supports and services to benefit clients of this joint initiative.

For the seventh year in a row, John H. Watson (MBA ’67) has made it possible for a group of second-year MBA students to travel to Omaha, Nebraska, to meet with legendary financierWarren Buffett.

Rotman School faculty have authored or contributed to six books:

Fundamentals of Futures and Options Markets and Options, Futures, and

Other Derivatives by John Hull; Artistry Unleashed: A Guide to Pursuing

Great Performance in Work and Life with an introduction by Roger Martin;

Fixing the Game: Bubbles, Crashes, and What Capitalism Can Learn from

the NFL by Roger Martin; Inside Man: The Discipline of Modeling Human

Ways of Being by Mihnea Moldoveanu; and Mom Inc.: Raising Your

Family and Your Business Without Losing Your Mind or Your Shirt with an

introduction by Becky Reuber.

Eleven new faculty members have joined the Rotman School of

Management: Peter Christoffersen as a Professor of Finance; Susan

Christoffersen as Associate Professor of Finance; Matthew Grennan

as an Assistant Professor of Strategic Management; Lisa Harvey as a

Lecturer of Accounting; Byung Soo Lee as an Assistant Professor of

Business Economics and Integrative Thinking; Christopher Liu as an

Assistant Professor of Strategic Management; Partha Mohanram as

an Associate Professor and the CGA Ontario Professor of Financial

Accounting; Eszter Palancz as a Lecturer of Accounting; Mikhail Simutin

as an Assistant Professor of Finance; Dragan Stojanovic as a Lecturer

of Accounting; and Kent Womack as a Professor of Finance and

Manulife Chair in Financial Services (was visiting professor in 2009–10).

Roger Martin, who was named one of the 27 most influential designers in the world by BusinessWeek in 2010, has been reappointed to a rare third term as dean of the Rotman School.

In Fixing the Game, Roger Martin reveals the culprit behind increasing volatility, decreasing investor returns, and bad business practices — a commitment to maximizing shareholder value — and shows how we can act to end this destructive cycle.

From May 1, 2010, to April 30, 2011, the Rotman School received $2,705,540 in pledges. Of this total, which includes support received through the Rotman Vision Fund, $1,387,805 came from individuals, 90.6 per cent of whom are alumni. The remaining $1,317,735 came from corporations and other organizations.

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The new building will contain three fl oors dedicated to the research and

administrative needs of faculty in various academic areas. This past year,

the Accounting academic area received widespread support for its faculty

and their research:

The Chartered Accountants of Ontario (CAs) — through the Institute

— have made a new gift of $500,000 to support the CA/Rotman Centre

for Innovation in Accounting Education. The Institute fi rst partnered

with the Rotman School in 2004, making a gift of $500,000 to establish

the Centre. Their renewed commitment brings their total support to

$1 million.

Through a $250,000 gift, the Certifi ed Management Accountants of

Ontario (CMA Ontario) have created the CMA Ontario Professorship

in Accounting. They have also renewed their sponsorship of the

CMA Ontario Rotman School Accounting Research Seminars

with a gift of $75,000.

The Certifi ed General Accountants of Ontario (CGA Ontario)

have made a $250,000 gift to establish the CGA Ontario Professorship

in Financial Accounting. The professorship will support research that

helps students, business, and government to understand and set better

accounting standards.

KPMG Foundation (part of KPMG Canada) has renewed its support

for the KPMG Professorship in Accounting with a new gift of

$250,000. This latest contribution brings their total giving for this

professorship to $500,000. Established in 2004 and held by Professor

Gordon Richardson, the professorship has enabled the Rotman School

to reform its accounting curriculum.

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The CA/Rotman Centre for Innovation in Accounting Education has taken a leadership role in developing innovative professional accounting programs throughout the University of Toronto and supports research into new ways of looking at and delivering accounting education.

The CMA Ontario Professorship in Accounting will help deliver a state-of-the-art management accounting curriculum that advances professional practice by helping students appreciate the interface between strategy, management, and accounting.

Attracting a steady stream of leading accounting scholars, the CMA Ontario Rotman School Acounting Research Seminar Series has developed a reputation as one of the best of its kind in North America.

The CGA Ontario Professorship in Financial Accounting creates a thought leadership role that advances theories, standards, and models; makes a positive difference in the business community; and advances economic development.

By extending its support of the KPMG Professorshipin Accounting, KPMG has strengthened an existing alliance that will help ensure that Canada remains a leader in accounting education and research.

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Students are at the Rotman School evenings and weekends, working on group

projects. The pace is non-stop and the demands on limited study space are an

around-the-clock affair. To help address this important need, Dan Sullivan

(MBA ’71) and Bob Ewen (MBA ’77) have each made a gift of $50,000 to

support two of the many student study rooms being built in the new building.

Almost 60 Rotman Vision Fund supporters each made a $5,000 pledge

that will be recognized with a name placed on a seat in the new building’s

event space (see page 8 for more about the Rotman Vision Fund).

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The event space will host the more than 10,000 professionals who come each year to the Rotman School to hear from the greatest minds in business. From book launches to speakers series, the Rotman School is a great place to stay current about today’s global marketplace.

The Rotman School’s new building, shown here in cross-section, will be fully integrated with our home at 105 St. George Street, and is scheduled to open for classes in September 2012.

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MBA students on an international study tour to the Middle East.

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The Rotman Vision Fund allows everyone to play a key role in supporting our

$200-million campaign. Donors include alumni, faculty, staff, and students who help

the Rotman School achieve its ambitious goals. For example, Rotman Vision Fund

gifts received from May 1, 2010, to April 30, 2011, helped make it possible to:

Hire 11 new faculty from leading institutions.

Enhance learning through international study tours that give students the

opportunity to learn about emerging markets.

Support the Rotman School’s growing career development and mentoring

programs for recent graduates.

Vision Fund donors support the Rotman School by making annual contributions of $25,000 or less.

Susan Christoffersen, Associate Professor of Finance, is one of our new faculty members. She is doing research on the mutual-fund industry and the need to improve transparency so that broker compensation is not hidden from the investor.

Class of 2011 MBAs at their graduation ceremony.

ROTMAN VISION FUND GIFTS

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SEAT SALE TAKE A SEAT IN OUR NEW EVENT SPACE WITH YOUR NAME ON IT

Seats are available for donor recognition in our new building’s event space for gifts of $5,000 to the Vision Fund, payable over a period of up to five years. For details, please contact Molly Yeomans at [email protected] or 416.946.0439.

1,000 INDIVIDUALS, CORPORATIONS, AND FOUNDATIONS CONTRIBUTED

$560,000.

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Donors who have made lifetime contributions of $25,000 or more will be recognized on a new donor wall, which will be prominently located near the main entrance of the new building.

116 LEADERSHIP GIFTS ($1,000 OR MORE)

WERE GIVEN, TOTALLING $364,250, INCLUDING A GIFT FROM BOB EWEN (MBA ’77) OF $50,000 (see page 6 for details).

19 ROTMAN VOLUNTEERS ACHIEVED A

60 PER CENT DONOR PARTICIPATION RATE AMONG STAFF AND FACULTY WHO COLLECTIVELY CONTRIBUTED

A RECORD $122,000 TO THE ROTMAN VISION FUND.

THE ROTMAN VISION FUND’S LEVEL OF ANNUAL FUNDING IS EQUIVALENT TO THE INCOME GENERATED

BY A $14-million ENDOWMENT.

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$15,000,000 or moreMarcel Desautels

Sandra and Joseph (MCom ’60) Rotman

$3,000,000 – $4,999,999Lee and Margaret Lau

$1,000,000 – $2,999,999BMO Financial Group

Martin Ossip Family at the

Jewish Foundation of Greater Toronto

RBC Foundation

William (MBA ’62) and Phyllis Waters

$100,000 – $249,999Margaret and Jim Fleck

Mary B. (MBA ’85) and Graham Hallward

Larry and Cookie Rossy Family Foundation

Leacross Foundation

Nesbitt Family

Jim Pattison

Estate of Joyce Leah Robertson

The John Dobson Foundation

The Peter and Melanie Munk Charitable

Foundation

Red and Brenda Wilson

Anonymous (3)

CUMULATIVE DONOR LIST

The following donors have generously supported the Rotman School with cumulative pledges of

$25,000 or more between May 1, 2006 (the start of our $200-million campaign), and April 30, 2011.†

$500,000 – $999,999Shari Graham Fell

Sonia and Arthur Labatt

TMX Group Inc.

The Chartered Accountants of Ontario

$250,000 – $499,999Certified General Accountants of Ontario

Certified Management Accountants

of Ontario (CMA Ontario)

Edward J. Kernaghan

Procter & Gamble Inc.

The KPMG Foundation

John H. Watson (MBA ’67)

DONORS

† An additional $50 million was received from the Government of Ontario and $10 million from other government funding.

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$25,000 – $49,999Aecon Group Inc.

Daniel Almenara (MBA ’92)

Jamie and Patsy Anderson

W. Geoffrey Beattie

Blake, Cassels & Graydon LLP

Brendan Calder

Canadian Securities Institute Research

Foundation

David and Valerie Christie

CIBC

Adrian J. Coote

Cullen Family

Timothy D. Dattels

Michael Edwards

Wade Robert Felesky (MBA ’01)

FirstService Corporation

Norman Fraser (MBA ’68)

Irving and Gail Gerstein

Jarislowsky Foundation

Donald K. Johnson

Julie Khanna

KWA Partners

George and Leanne Lewis

Loblaw Inc.

Roger Martin

McCarthy Tétrault LLP

Michael and Janet Norris

Osler, Hoskin & Harcourt LLP

Peter Pauly

Richard and Karen Pilosof

David Powell

Dugald and Liz Ritchie

$50,000 – $99,999 James Archer Shee

Birch Hill Equity Partners

Gordon and Jean Campbell

James W. Davie

Michael B. C. Davies

George and Katherine Dembroski

Bryce W. and Nicki Douglas

Bob Ewen (MBA ’77)

David and Lenore Hawkey

Healthcare of Ontario Pension Plan (HOOPP)

Marjorie and Don Lenz

Bruce MacDonald

Margaret and Wallace McCain

Doug McGregor

William W. Moriarty

Debbie and Donald (MBA ’83) Morrison

Family Foundation

Gordon and Janet Nixon

OMERS

Ontario Teachers’ Pension Plan Board

Sandra and Jim Pitblado

Andrew and Valerie Pringle

Rotman International Centre for Pension

Management

Peter and Judy Russel Daniel F. Sullivan (MBA ’71)

David L. Torrey

Alan White (PhD ’87)

William P. Wilder

Chuck and Libby Winograd

Women in Capital Markets

Anonymous (1)

Gordon M. Ritchie

Gerry Rocchi (MBA ’81)Andrew G. Scace

Estate of Mary Verna Simmonds

Skoll Foundation

Suzanne J. Spragge

Richard and Leanne Tavoso

The John and Deborah Harris Family Foundation

Michael H. Wilson

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The Cumulative and Annual Donor lists have been checked for accuracy, but errors may have occurred.

If you have not been appropriately recognized, please let us know and we will correct the oversight in future publications.

For a complete list of donors, visit rotman.utoronto.ca/supportrotman/donors

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$2,000,000 or moreMarcel Desautels*

Sandra and Joseph (MCom ’60) Rotman*

$1,000,000 – $1,999,999Lee and Margaret Lau

$250,000 – $999,999Sonia and Arthur Labatt*

Procter & Gamble Inc.

$100,000 – $249,999RBC Foundation*

TSX Group Inc.

$50,000 – $99,999Certified General Accountants of Ontario

Bob Ewen (MBA ’77)*

Jim Fisher*

Nesbitt Family (MBA ’85)

The KPMG Foundation

$25,000 – $49,999Bryce W. and Nicki Douglas

Margaret and Wallace McCain

Debbie and Donald (MBA ’83) Morrison

Family Foundation

David Ossip

John H. Watson (MBA ’67)*

$10,000 – $24,999Daniel Almenara (MBA ’92)*

BMO Financial Group

Michael B. C. Davies

W. Downe (MBA ’78)*

Wade Robert Felesky (MBA ’01)*

Healthcare of Ontario Pension Plan

(HOOPP)

Marjorie and Don Lenz

George and Leanne Lewis

Roger Martin*

OMERS

Ontario Teachers’ Pension Plan Board

George Stalk

Daniel F. Sullivan (MBA ’71)*

TD Bank Financial Group

Alan White (PhD ’87)*

Anonymous (2)

$5,000 – $9,999W. Geoffrey Beattie

Michael Bregman

FirstService Corporation*

Irving and Gail Gerstein

Ann M. Hatch*

KWA Partners

Michael N. Melanson (MBA ’87)*

New Routes to the Future Ecological

Foundation

Michael and Janet Norris

Peter Pauly*

David Powell*

Richard Powers*

Margaret (MBA ’75) and Andrew Stephens*

Belinda Stronach

John M. Warwick (MBA ’78)

Women in Capital Markets*

$2,500 – $4,999Fariba Anderson (MBA ’04)*

Ann Armstrong (MBA ’82, PhD ’93)*

BMO Financial Group

Kelly Battle (MBA ’97)*

Joel A. Baum (MBA ’85, PhD ’89)*

Jill Black (MBA ’80)*

Fares Boulos (MBA ’79)*

Charles Chung (MBA ’78)*

Endla & John Gilmour Foundation*

Norman Fraser (MBA ’68)*

Lawrence Gould (PhD ’75)

John Hull*

Merle Kriss (MBA ’77)*

J. Spencer Lanthier*

Kerrie MacPherson (MBA ’91)*

Tom McCurdy*

Paul (MBA ’51) and Patricia Phoenix*

Anita and Chandran (DBA ’77, MBA ’79)

Ratnaswami*

Gail Regan (MBA ’78)*

Jennifer Riel (MBA ’06)*

Bruce Rothney

Salesforce Group

Lawrence Shum (MBA ’86)*

A. Michael Spence

Jasmine Herlt and Doug Steiner

Kevin Stolarick*

Natalie (MBA ’89) and Geoff Townsend*

Thomas Tutsch*

Glen Whyte (DBA ’80, MBA ’81)*

Ruth G. Woods (MBA ’84)*

Jia Lin Xie*

Anonymous (1)

$1,000 – $2,499AGF Management Ltd.

Amex Canada Inc.

Sidney E. Amster (MBA ’82)*

Steve Arenburg*

Bank of America

David and Debby Beatty

J. Richard Bird (MBA ’71, PhD ’75)*

Richard Blickstead (MBA ’76)*

Laurence Booth*

Harvey Botting (MBA ’85)*

Leonard J. Brooks (MBA ’67)*

Brendan Calder*

Caldwell Investment Management Ltd.

Melanie Carr*

Eric Chan (MBA ’77)

Dennis (MBA ’95) and Janice Choa*

Marlys Christianson

Ruth C. F. Chung (DBA ’71, MBA ’73)*

Beatrix Dart*

Timothy D. Dattels

Enzo De Luca (DBA ’70, MBA ’71)*

Nicholas (MBA ’75) and Susan Dietrich*

Eshrat Sayani and Peter Dungan*

David L. Dunne (PhD ’96)*

Warren W. H. Finlay (MBA ’92)*

Ronald P. Fournier (MBA ’62)*

Cristian Gheorghe (MBA ’04)

Brian Golden*

Eleanor Gow (MBA ’77)*

Alison E. Ground

Lalita Gupte

Aran D. Hamilton (MBA ’99)*

Frederick Heath (MBA ’76, PhD ’86)*

Russell J. Hiscock (MBA ’77)*

Daisy Ho (MBA ’90)

Brian Howe (MBA ’93)*

Berkeley (MBA ’02) and Maxine Hynes

Wing Joe (MBA ’76)*

Peter Kadas

Alex Kenjeev (MBA ’09)

Eric Kirzner (MBA ’70)*

ANNUAL DONOR LIST

The following donors have generously supported the Rotman School with cash gifts or pledge payments of

$250 or more between May 1, 2010, and April 30, 2011.

* 3-year consecutive donor to the Rotman School

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Page 15: Investors Report 20111

John R. Knebel (MBA ’73)*

Sam Lim (MBA ’93)*

Anne E. MacDonald (MBA ’01)

Kevin Lem Mak (MFin ’10)*

Joe Martin*

Anita McGahan*

Ken McGuffin*

Rael Merson (MBA ’85)

Tyler G. Moniz (MBA ’77)*

Jeff Muzzerall*

Sarah Nadalin

Neil & Shirley Macdougall Fund at the

Toronto Community Foundation

Kim Neutens*

Jay Nicholson (MBA ’02)*

John D. Ogden (MBA ’62)*

Donald W. Parkinson (MBA ’62)*

Rare Breed Farm Corporation

Harold I. Redekopp (MBA ’87)

Paul Richards (MBA ’62)*

Gerry Rocchi (MBA ’81)*

Gary Ryan (MBA ’01)*

Jim Sami (MBA ’92)

David Samuel

Adam Paul Schatzker (MBA ’01)*

Thomas C. Sears (DBA ’85, MBA ’88)*

Amir Shalaby (MBA ’78)*

Jeffrey C. Shin (MBA ’82)*

Harry (MBA ’56) and Joy Shore*

Dilip Soman*

Suzanne J. Spragge*

Michael E. Sproule (MBA ’71)

John M. Usher (MBA ’79, PhD ’90)

Anil Verma*

Ted Wheatley (MBA ’87)

Thomas A. Wilson*

Gordon and Golnar Winston*

Moon Hung Franco Wong*

Mary-Ellen Yeomans*

Molly A. Yeomans

Anonymous (3)

$500 – $999Ajay Agrawal*

Glenn Masao Asano (MBA ’94)*

Neil Aubuchon (MBA ’98)*

Greg Barber*

Opher Baron*

Arzhang Beheshti (MBA ’04)*

William J. Biggar (MBA ’75)*

Ian Bisset (MBA ’03)

William I. Bongaerts (MBA ’75)

John F. Bulloch (MBA ’64)*

Paul M. Casey*

David Andrew Chorney (MBA ’03)

John E. Cleghorn

Paul Cummings (MBA ’06)

Franklin L. Davis (MBA ’85)

Leelah E. Dawson (MBA ’91)*

Gus De Franco*

Simren Desai (MBA ’05)*

David Diestel (MBA ’02)*

David Donnan (MBA ’82)*

Ambrose Fan (MBA ’92)*

David N. Finkelstein

Chrystia Freeland

Avi Goldfarb*

Bill Goulios (MBA ’93)

Peter Guo (MBA ’95) and Brenda Tan

Michael A. Hale (MBA ’82)

Rosemary Hannam (MBA ’03)*

John R. (MCom ’60) and Martha Hicks*

Yale Marshall Holder (MBA ’06)*

Gurpreet Hundal (MBA ’93)*

Hydro One

Henry Jing (MBA ’07)

F. Ross Johnson (MBA ’56)*

Linda Jussaume (MBA ’06)*

Edward J. Kernaghan

Mozaffar Nayim Khan (PhD ’05)*

Anthony Koon Hung Ko (MBA ’91)*

Asher Lai (MBA ’05)*

Stephannie Arlene Larocque (PhD ’09)

Gary Latham

Sarah Legault

Geoffrey Leonardelli*

Sing Chung Matthias Li (MBA ’79)

Sophie Xiaoyu Liang (MBA ’07)

Wei-Yi Liao*

Andrew G. Lim (MBA ’04)*

Robert Ljubisic (MBA ’06)

Hai Lu*

Huy Lu (MBA ’02)

Manulife Financial

Gilbert McIntee (MBA ’72)*

Jim and Sheila Milway*

Karen Miske (MBA ’99)

Bill Mohri (MBA ’93)

Mihnea Moldoveanu*

Sridhar Moorthy*

George W. Morrison (MBA ’84)

Irene Yi Pan (MBA ’06)

Carol S. Perry (MBA ’78)

Susan Elizabeth Poole (MFin ’10)

Marc Reppin (MBA ’04)

R. Douglas B. Robertson (MBA ’85)*

Sara and Jared Ross (MBA ’05)*

Maria Rotundo*

A. Edward Safarian*

Leslie Joy Salmons (MBA ’03)*

Michael E. Schneider (MBA ’07)

Mike Swan (MBA ’95)

Brian Tanner*

Charles J. R. Taylor (MBA ’82)

Ellen M. Taylor (MBA ’81)

Ray Tejen

Torys LLP

Heather and Jeff Ullman*

Michael Vanderkaden (MBA ’01)*

Norris W. Walker (MCom ’58)*

Kippy Wiegand (MBA ’93)*

Gordon A. Wilson (MBA ’60)

Anonymous (2)

$250 – $499152245 Canada Inc.

Daisy Azer (MBA ’96)*

James C. Baillie

Adam Balinsky (MBA ’96)

James (MBA ’62) and Sandra Beingessner

Oded Berman*

Peter Bistolarides (MBA ’91)*

Ron Borkovsky*

Francesco Bova*

Ariana Y. Bradford

Robert J. Brema (MBA ’70)*

Arthur Buduryan (MBA ’06)

Iain R. Burnett (MBA ’03)*

Charlene Butler (MBA ’95)*

Garry Yiu Chu Chan (MBA ’03)*

Qin Chen (MBA ’99)

Stella Hong Chen (MBA ’06)*

Mark Cherutti (MBA ’03)

Stéphane Côté*

Michelle (MBA ’01) and Francis Coulombe

Vito Giuseppe Cramarossa (MBA ’96)

Purdy Crawford

Michael Daniels (MBA ’05)

James W. Davidson (MBA ’95)

A. (MBA ’76) and J. Dobranowski*

Jane Donaldson (MBA ’99)*

Bohdan Dubniak (DBA ’71)

John C. Eaton

Allan N. Ebedes (MBA ’77)

Philip A. Ellison (MBA ’97)

H. Garfield Emerson

Arthur C. Eng (MBA ’04)

Nathalie Felber (MBA ’10)

Cameron Fellman (MBA ’65)

John Weiguang Feng (MBA ’03)*

Sean Forbes*

April Franco

Franmed Consultants (1993) Inc.

D. I. Fraser (MCom ’57)

Bonnie A. Freedman (MBA ’02)

continued on page 14

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Jennifer Molluso (MBA ’05)*

Angela Moy (MBA ’96)*

Esteban Munoz Hakspiel (MBA ’07)

Gerry Murphy (MBA ’90)*

David (MBA ’04) and Mariana Nava*

John D. Near (MBA ’76)*

Robert Man-Chiu Ng (MBA ’93)*

Van-Khanh Nguyen (MBA ’04)

Gregory Nielsen (MBA ’05)*

John Oesch*

John T. Ostrander (MBA ’99)

Katherine Pankratz (MBA ’06)

Cheryl Paradowski (MBA ’02)*

Lynda Paterson*

John D. H. Patterson (MBA ’70)

Edward Pearl (MCom ’47)*

Michelle Perrotta*

Daniel Mark Phillips (MBA ’05)*

David A. Pleasance (MBA ’91)

Pratt & Whitney Canada*

Ken Price (MBA ’95)*

Norman W. Quon (DBA ’70, MBA ’71)

Subramanian Ramanathan (MBA ’07)

Tejen Ray (MBA ’05)

Stefan Thomas Read (MBA ’09)

John Rhind (MCom ’53)*

Gordon D. Richardson*

Michael Stanford Rose (MBA ’03)*

Hilary Ryall

Nana B. Sangmuah (MBA ’04)

Manfred Schneider*

R. Gary Seagrave (MCom ’59)*

Norman (MBA ’92) and Janet Shiner

Roger J. Short (MBA ’79)*

Wally J. Smieliauskas*

Richard Jean Smith (MBA ’01)*

Bruno Spacca (MBA ’87)

David Stewart (MBA ’04)*

Pamela Strachan*

Eduardo Suarez (MBA ’07)

Michael Tamayo (MBA ’96)*

Jack R. Thompson*

Daniel Trefl er*

Robert Todd Vandervelde (MBA ’00)*

Lal Wanniappa (MBA ’05)*

Larry and Marla Wasser

Jason Wei

Kyle Winters (MBA ’08) and Howard Rideout*

Steve J. Witts (MBA ’86)

Albert Wu (MBA ’84)*

Baohua Xin*

Houmin Yan (PhD ’94)

Stanley Yi Zheng (MBA ’08)*

Weimin Wendy Zhou (MBA ’04)*

Anonymous (7)

$250 – $499 continued

Michael A. Garratt (MBA ’89)

Matthew B. Gibson (MBA ’01)

Rummy Gill*

Cameron Goldade (MBA ’06)

Rob Gosse (MBA ’98)*

Thomas E. Gray (MBA ’75)*

Tony Gray (MBA ’00)

Franklin L. Hall (MBA ’80)*

Scott M. Hand

Imran-ul Haq (MBA ’10)

Larry Harrison*

Albert Yi He (PhD ’01)

Bill Hellings (MBA ’70)*

Tim Hendrickson (MBA ’98)*

Jennifer Hildebrandt*

Home Trust Company

John Hovland (MBA ’00)*

Robert A. Howald (MBA ’84)*

Andrew S. Hukowich (MBA ’87)*

Tom Hyde (MBA ’05) and

Stacey (Sequeira) Hyde*

Hydro One Employees’ and

Pensioners’ Charity Trust

Heather-Anne Edwards Irwin

Ivanhoe Cambridge

David A. Jarvis (MBA ’03)*

John H. Kearns (MBA ’76)*

Jason Kim (MBA ’03)

Kinross Gold Corporation

Claus Koch (DBA ’75)*

Lisa Kramer*

Arjun Kumar (MBA ’02)

Karin Kwan (MBA ’93)*

Juliana Kwong (MBA ’02)

Edgar N. Legzdins

Charles Lesaux (MBA ’05)*

Erik Levy (MBA ’01)

Reuben John Levy (MBA ’02)

Yue Li*

Nick Lisi (MBA ’84)

Rod Lohin*

Robert E. Lord

Gerry Mabin

Gilles Madore (MBA ’87)*

James P. Mahoney (MBA ’88)*

John M. Maxted (MBA ’95)*

Marwan Mazaraani (MBA ’07)

Bill McEvily

John S. McFarlane (MBA ’75)

Krista Beth McLeod (MBA ’01)*

Jeremy Mersereau (MBA ’07)*

Cheryl Millington*

Joseph Milner

Bruce H. Mitchell

Matthew Mitchell*

Partha Sarathy Mohanram

ANNUAL DONOR LIST continued

14

* 3-year consecutive donor to the Rotman School

BEQUEST INTENTIONSGeorge Wilson Palmer HayhurstWilliam E. HewittPeter MaikPaul RichardsDiane Lynn SilvermanLillian VeriAnonymous (5)

REALIZED BEQUESTSThe Estate of Patricia C. EllisonThe Estate of Mamie MayThe Estate of Joyce L. RobertsonThe Estate of Mary Verna SimmondsThe Estate of Frances H. TwaitsThe Estate of William O. TwaitsAnonymous (2)

Page 17: Investors Report 20111

15

Dean’s Advisory BoardMembers of the Dean’s Advisory

Board possess diverse back-

grounds and stellar experience.

The board provides advice and

an external perspective to Dean

Roger Martin as he guides the

Rotman School.

Hilary Austen

Adjunct Professor,

Rotman School of Management

W. Geoffrey Beattie

Deputy Chairman,

Thomson Reuters

David R. Beatty

Chair, Dean’s Advisory Board;

Conway Director,

Rotman School of Management

Fares Boulos (MBA ’79)

Affiliated Professor of

Practice in Strategy, INSEAD;

Adjunct Professor,

Rotman School of Management

Timothy D. Dattels

Partner,

TPG Capital, LP

Chrystia Freeland

Global Editor at Large,

Thomson Reuters

Lalita D. Gupte

Chairperson,

ICICI Venture Funds Management

Company Limited

Daisy Ho (MBA ’90) Deputy Managing Director

and CFO,

Shun Tak Holdings Limited

Peter Kadas

Principal,

Bakala Crossroads Partners

Petra C. Kassun-Mutch

(MBA ’95)

Founder and President,

Fifth Town Artisan Cheese

Company

Geraldine Mabin

Founder,

The Mabin School

David Samuel

Partner,

Birch Hill Equity Partners

A. Michael Spence

Professor Emeritus,

Stanford University

George Stalk, Jr.

Senior Vice-President

and Director,

The Boston Consulting Group;

Adjunct Professor,

Rotman School of Management

Douglas E. Steiner

Consultant,

Versus Associates

Belinda Stronach

Executive Vice-Chairman,

Magna International Inc.

The Campaign CabinetThe Rotman School has amassed

a veritable who’s who of senior

Canadian business people to

help spearhead our $200-million

campaign. The following industry

leaders sit on our campaign

cabinet:

Brendan Calder

Adjunct Professor of

Strategic Management,

Rotman School of Management

Kevin Dougherty (MBA ’98)

President,

Sun Life Global Investments

William Downe (MBA ’78)

President & CEO,

BMO Financial Group

Lindsay Duffield (MBA ’85)

President,

Jaguar Land Rover Canada

James Fleck

M. Wallace McCutcheon

Professor Emeritus of

Business Government Relations,

University of Toronto

Mitchell Goldhar

President & CEO,

SmartCentres

Donald A. Guloien (BCom ’80)

President & CEO,

Manulife Financial Corporation

Mary Hallward (MBA ’85)

President & CIO,

Troon North Capital

Melinda M. Rogers (MBA ’97)

Senior Vice-President,

Strategy & Development,

Rogers Communications

Daniel Sullivan (MBA ’71)

Former Consul General,

Consul General of Canada,

New York

Gordon Winston

Co-Head,

Royal Monetization Fund,

DRI Capital

Mark Wiseman (JD/MBA ’96)

Senior Vice-President,

Private Investments,

Canada Pension Plan

Investment Board

ROTMAN BOARDS

The Rotman Vision Fund BoardThe Vision Fund Board is a

group of alumni who solicit

peer-to-peer gifts on behalf

of the Rotman School and

educate others about the

importance of annual giving.

Sidney Amster (MBA ’82)

President,

Phase II International

Fariba Anderson (MBA ’04)

Harvey Botting (MBA ’85)

Garry Chan (MBA ’03)

Managing Partner,

Procase Consulting Inc.

Wade Felesky (MBA ’01)

Managing Director,

Investment Banking,

GMP Securities LP

Jane Gertner (MBA’76)

Principal,

Jane Gertner Associates Inc.

Merle Kriss (MBA ’77)

President,

Kriss & Associates Limited

Joyce Rankin (MBA ’05)

Manager,

Mental Health and

Identification Programs,

Street Health

Amir Shalaby (MBA ’78)

Vice-President,

Power System Planning,

Ontario Power Authority

Ruth Woods (MBA ’84)

Chief Operating Officer,

Osler, Hoskin & Harcourt LLP

Page 18: Investors Report 20111

ROTMAN AT A GLANCE

ACCEPTED POSITIONS BY JOB FUNCTION

(Full-Time MBA Class of 2010, entering September 2008)

33% FINANCE

32% CONSULTING

GENERAL MANAGEMENT

MARKETING/SALES

LEGAL SERVICES

OPERATIONS/LOGISTICS

TECHNOLOGY

HUMAN RESOURCES

OTHER

12%

12%

5%

2%

2%

1%

1%

ANNUAL SALARIES

(Full-Time MBA Class of 2010, entering September 2008)

OF STUDENTS GAINED EMPLOYMENT WITHIN 3 MONTHS OF GRADUATION IN 2010

AVERAGE STARTING SALARY $86,245 MEDIAN STARTING SALARY $80,000 SALARY RANGE $53,000 – $176,00089%

These are base salaries as reported by students and do not include bonuses. All figures are in Canadian dollars.

SUMMER EMPLOYMENT

(Full-Time MBA Class of 2011, entering September 2009)

OF STUDENTS SEEKING EMPLOYMENT SECURED INTERNSHIPS IN THE SUMMER OF 2010

MONTHLY SALARY RANGE $1,000 – $11,700 AVERAGE MONTHLY SALARY $4,50085%

All figures are in Canadian dollars.

CLASS PROFILE

(Full-Time MBA Class of 2012, entering September 2010)

CLASS SIZE

AVERAGE AGE

AVERAGE WORK EXPERIENCE

AVERAGE GMAT SCORE

INTERNATIONAL STUDENTS

WOMEN

268years27years4

654

%36%MEN 67%33

16

Page 19: Investors Report 20111

Design: Douglas Counter Unlimited Architectural renderings: Cicada Design Inc. Print version printed in Canada by Warrens Waterless Printing using vegetable inks Paper: Rolland Enviro100 Satin is 100% post-consumer-fibre recycled paper, Forest Stewardship Council-certified, manufactured using biogas energy, processed chlorine free

Page 20: Investors Report 20111

For information, contact:

Ann Hatch

Executive Director, Development

416.946.7841

[email protected]

Sarah Nadalin

Associate Director, Annual Giving

416.978.3303

[email protected]

Rotman School of Management

University of Toronto

105 St. George Street

Toronto, Ontario, Canada M5S 3E6

rotman.utoronto.ca

Charitable Registration Number 10816 2330 RR0001

The University of Toronto respects your privacy. We do not rent, trade, or sell our mailing lists. If you do not wish to receive future correspondence, please contact us at 416.978.2139 or 1.800.463.6048 or [email protected].