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| Warren Hellman |
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| Warren Hellman is a director of Osterweis Capital Management, Inc., Sugar Bowl Corporation, D.N. & E. Walter & Co., Hall Capital Partners, LLC; and an advisory board member of Rosewood Capital and Shorenstein Properties. From 1962 to 1977, he was a Partner of Lehman Brothers in New York, where he served as head of Lehman's Investment Banking Division, president and director of Lehman Brothers, Inc., and chairman of Lehman Corporation (a closed-end investment company). From 1977 to 1989, he was general partner of Hellman, Ferri Investment Associates in Boston. Since January 1982, he has been a General Partner of Matrix Partners, with offices in Menlo Park, California and in Boston, Massachusetts.
In October of 1981, Mr. Hellman, in addition to his activities with Matrix Partners, renewed his relationship with Lehman Brothers Kuhn Loeb as a managing director and relocated from New York to San Francisco. In March of 1984, he left Lehman Brothers and, with Tully Friedman, formerly a managing director of Salomon Brothers Inc., formed Hellman & Friedman, a firm engaged primarily in the investment of its own capital.
Mr. Hellman's civic activities include: co-chair, California Commission for Jobs and Economic Growth; member, Governor’s Council of Economic Advisors; president, Voice of Dance; former chairman and current trustee emeritus, The San Francisco Foundation; member, the Committee on JOBS; member, board of directors & executive committee, Jewish Community Federation; chair, Jewish Community Endowment Committee; member, advisory board of the Walter A. Haas School of Business at UC Berkeley; trustee, UC Berkeley Foundation; member, board of directors of the San Francisco Chamber of Commerce; member, board of directors of the Bay Area Council; board member, Salesforce.com/Foundation; chair, San Francisco School Alliance Business Advisory Council; trustee emeritus of The Brookings Institution; and in 2005, Mr. Hellman was inducted into the American Academy of Arts & Sciences.
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| William J. Poorvu |
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William Poorvu is the Class of 1961 Adjunct Professor in Entrepreneurship Emeritus at Harvard Business School. For several decades he was responsible for and taught the real estate courses at the School. Mr. Poorvu conducts research in areas of the entrepreneurial process in real estate companies, international real estate, capital formation for real estate and family businesses. He is the author of several books and articles on real estate, including Creating and Growing Real Estate Wealth and The Real Estate Game.
Mr. Poorvu has been managing partner in a number of real estate companies and has served as consultant for various organizations in the private and public sectors. He is a founder and past chairman of the Baupost Group L.L.C., an investment advisory firm, of which, he currently serves as co-chairman of its board of advisors; he formerly served as an independent trustee of the MFS Group of Mutual Funds; and as director of CBL & Associates, Trammell Crow Realty Investors, and Connecticut General Mortgage and Realty Investments. He is also a past vice chairman/treasurer of Boston Broadcasters, Inc., licensee of Channel 5, WCVB-TV Boston.
Mr. Poorvu is a life trustee and former vice chairman and treasurer of the Boston Symphony Orchestra; trustee and treasurer of the Gardner Museum, trustee and vice chairman of the National Public Radio Foundation; member of the investment committee of the Carnegie Corporation of New York; former member of the Yale University Council and its Investment Committee. He has also served on the board of other non-profit and community organizations.
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| T. Gary Rogers |
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T. Gary Rogers is Chairman of Levi Strauss & Co., a company founded and headquartered in San Francisco since 1853. He also is Chairman of the Federal Reserve Bank of San Francisco. He is the immediate past Chairman and CEO of Dreyer’s Grand Ice Cream, Inc., a company he and his partner purchased in 1977, took public in 1981, and sold to Nestlé in 2003. Mr. Rogers is a director of Stanislaus Food Products and the UCSF Foundation. He is a former Chairman of the Bay Area Council and Chairman of the Oakland Chief Executive Officers Council, the Oakland Dialogue, and the Oakland Partnership.
He is the primary benefactor of the University of California Men’s Crew, the T. Gary Rogers Rowing Center, and the California Rowing Club. He also is a member of the High Performance Committee of U.S. Rowing.
Mr. Rogers has a bachelor’s degree from the University of California at Berkeley and an M.B.A. from Harvard Business School.
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| Richard M. Rosenberg |
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Richard Rosenberg is the retired chairman and chief executive officer of BankAmerica Corporation. He was appointed as chairman and chief executive officer in 1990 and served until 1996. Under his leadership, BankAmerica significantly strengthened its retail franchise in the western United States as well as its corporate operations. Prior to joining Bank of America in 1987, Mr. Rosenberg worked at Wells Fargo Bank for 22 years, his last years serving as vice chairman and director.
Mr. Rosenberg is a retired commander in the U.S. Naval Reserve, a member of the California Bar Association, a trustee of the California Institute of Technology, a past president of The Bankers Roundtable, the Bank Marketing Association, the Federal Advisory Council of the Federal Reserve System and a past chairman of MasterCard International. He is a member of the boards of directors of the Buck Institute for Age Research, Health Care Property, Inc., the San Francisco Symphony, and the Naval War College Foundation and is chairman of the University of California San Francisco Foundation and the executive council of the University of California Medical Center. He has served as the chairman of the board for ABX Air, and as a director of Airborne Express Corporation, SBC Communications, UCSF-Stanford Health Care, Chronicle Publishing Company, Copia (American Center for Wine, Food & the Arts), Northrop Grumman Corporation, Pacific Life Insurance Company, Premier Pacific Vineyards, and Exigen Group.
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| Michael E. Rossi |
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Michael Rossi is a retired vice chairman of BankAmerica Corporation, serving from 1993-1997. Prior to serving as vice chairman, Mr. Rossi was BankAmerica's chief credit officer. Prior to that post, he held various executive positions which included running the Bank's Commercial Banking Division, Global Private Bank, the Asia Division, and the Latin America Division. He also served as senior credit officer of the World Banking Group. From 2005 to 2007, Mr. Rossi was chairman and CEO of Aozora Bank, taking it public in November 2006. He also spent eight months as chairman of GMAC/ResCap.
Mr. Rossi is a member of the board of the Special Olympics Committee of Northern California, and the North Hawaii Community Hospital, as well as senior advisor to the San Francisco 49ers, and a director of BAWAG Bank Vienna, Austria. He is a former member of the board of Pulte Homes, the American Banker's Association, Claremont University Center and Graduate School, the American Graduate School of International Management, University of California at Berkeley Art Museum, Del Webb Corporation, the San Francisco Opera, the National Urban League, Union Pacific Resources, the United Way of Northern California; chairman of the board of trustees on the Monterey Institute of International Studies; chairman of the board of Lifesavers. He also served on the President's Campaign Cabinet for University of California at Berkeley, was a member of the nominating committee of the Bankers Association for Foreign Trade (BAFT) as well as past president of the board of BAFT and chairman of the American Diabetes Association of California.
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| David Swensen |
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| David Swensen, Yale’s Chief Investment Officer, is responsible for nearly $23 billion in Endowment assets and several hundreds of millions of dollars of other investment funds. Under his stewardship during the past 23 years the Yale Endowment generated returns of 16.2 percent per annum, a record unequalled among institutional investors. Mr. Swensen leads a staff of 23, located near the University’s campus in downtown New Haven.
Prior to joining Yale in 1985, Mr. Swensen spent six years on Wall Street – three years at Lehman Brothers and three years at Salomon Brothers – where his work focused on developing new financial technologies. At Salomon Brothers, he structured the first swap, a currency transaction involving IBM and the World Bank. Mr. Swensen authored Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment and Unconventional Success: A Fundamental Approach to Personal Investment, both published by The Free Press, an imprint of Simon & Schuster.
Among Mr. Swensen’s awards, in 2004, he won the Inaugural Institutional Investor Award for Excellence in Investment Management, in 2007, he received the Mory’s Cup for conspicuous service at Yale, and in 2008, he became a fellow of the American Academy of Arts & Sciences. At Yale, where he teaches students in Yale College and at the School of Management, he is a Fellow of Berkeley College, an Incorporator of the Elizabethan Club, and a Fellow of the International Center for Finance.
Mr. Swensen is a Trustee of TIAA and a Trustee of The Brookings Institution. He has advised Cambridge University, the Carnegie Institution of Washington, the Carnegie Corporation, the Hopkins School, the New York Stock Exchange, the Howard Hughes Medical Institute, the Courtauld Institute of Art, the Yale New Haven Hospital, the Investment Fund for Foundations, the Edna McConnell Clark Foundation and the States of Connecticut and Massachusetts.
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| Advisory Board Members within Shorenstein Company |
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In addition to their significant responsibilities at Shorenstein Company, the following key individuals also serve as inside members of the Shorenstein Company Advisory Board: Douglas W. Shorenstein (Chairman and CEO), Glenn A. Shannon (President), and Walter H. Shorenstein (Founder)
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