VISIONARIES IN PHILANTHROPY, ART, & CULTURE David Angelo, Greg Boyle, Kay Buck, Rachel Fine, Joanne Heyler
J.K. ROWLING: A PROFILE IN FAILURE by Jeff Stibel
2017 PHILANTHROPY 100 C-SUITE QUARTERLY | LOS ANGELES PHILANTHROPY, ART, & CULTURE FALL 2017
Presenting our 5th Annual listing of the 100 regional philanthropies, charities, and foundations you should know
One of the region’s most generous philanthropists, she’s donated more than $150M in support of health care and education in Los Angeles PLUS:
Exploring Italy’s countryside; the newest from Bugatti and Rolls-Royce; Neal & Amy Knoll Fraser; and the 2017 Philanthropy, Art, & Culture NextGen 10
Visionary of the Year
NICOLAS BERGGRUEN Once known as the “homeless billionaire,” the investor, philanthropist, and thinker chose Los Angeles as the home for his family and the $500M Berggruen Institute, which hopes to reshape economic, political, and social institutions
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THE SWEETEST HOLIDAY TR ADITION RETURNS!
The Music Center A Whimsical New Look for the Celebrated Balanchine Classic DEC. 7 — 10, 2017 LIVE ORCHESTRA Performed by MI A MI CIT Y BA LLET Sets and Costumes by I S A BE L and RU BE N T OL E D O
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Join The Music Center and support its arts education, dance and community programming at The Music Center’s Winter Soirée on December 7, celebrating the world premiere of an allnew George Balanchine’s The Nutcracker by Miami City Ballet. This magical evening features the performance followed by a special gala including dinner and entertainment. For more information or to purchase tables and packages, please call (213) 972-3322 or visit musiccenter.org/wintersoiree.
Features Fall 2017 — Vol 9. No. 4 Philanthropy, Art, & Culture
VISIONARY OF THE YEAR
58 David Angelo has changed and shaped tens of thousands of lives through his “Today, I’m Brave” nonprofit, pushing people to confront and conquer their Goliaths
54 Rachel Fine utilizes the skills and experience gained as an almost professional classically trained pianist in running The Wallis – one of Los Angeles’ most diverse cultural destinations
52 Kay Buck is CEO of CAST, the longest-running, LA-based, anti-trafficking NGO, where she plays a pivotal role in combating and legislating against human trafficking
56 Joanne Heyler has been working side-by-side with Eli and Edythe Broad, stewarding their art collection from a private office to The Broad, one of the nation’s most dynamic – and busiest – museums
44 J.K. Rowling: A Profile in Failure by Jeff Stibel, Vice Chairman, Dun & Bradstreet, and Partner, Bryant Stibel
66 62 60 TOC - Visionaries Melanie Lundquist, along with her husband, Richard, is one of Los Angeles’ most prolific philanthropists and donors. Most passionate about equality in health care and education, Lundquist fights tirelessly for systemic change
Nicolas Berggruen Once referred to as the “Homeless Billionaire” for the eccentricities that accompanied his life spent in hotel rooms, Berggruen has moved to Los Angeles, started a family, and staked his claim
in the Santa Monica Mountains. Here is where the $500M Berggruen Institute will come to life, spurring the greatest ideators of our time to envision changes to benefit society economically, politically, and socially
Greg Boyle remains steadfast in his mission to better the lives of the underprivileged and underserved in Los Angeles through his still thriving $16M social enterprise, Homeboy Industries
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DESIRABLES 22 Home Furnishings Pieces that work as the perfect finishing touch to any room 24 Spirits Don’t host at home this fall without these crowd pleasers
42 PHILANTHROPY, ART, & CULTURE
26 Style Fall’s newest trends and styles offer comfort and sophistication in the office and on the road 28 Air An aviation expedition to Antarctica and Embraer’s new $80M jets
42 Giving by the Numbers 46 Innovative Office Movember’s Culver City digs 48 On the Board Exemplary nonprofit supporters
30 Land Looking back at the highest grossing sales at 2017 Pebble Beach Concours d’Elegance while celebrating 70 years of Ferrari plus the newest from Bugatti and Rolls-Royce
TOC - Departments
34 Water Reviewing the 2017 Cannes Yachting Festival
36 Buying Time Five timepiece that make the act of telling the time a work of art 30
36 Departments 14 Masthead 16 Editor’s Note 18 Contributors 131 C-Suite Advisory Index 147 The Network 152 Editorial Index 153 Advertiser Directory 154 C-Suite Quoted
72 The 2017 Philanthropy 100 Our fifth annual presentation of 100 LA area charities, foundations, and philanthropies you should know
48 NextGen 10 This year’s class of praise worthy under-40 leaders is our most diverse class yet, championing local artists, Los Angeles’ diverse cultures, urban design and housing, philanthropic giving, and the culinary arts
Our roster of C-Suite Advisors tackles growth in women-owned businesses, healthcare mergers and acquisitions, life insurance as an investment, and modernized marketing campaigns
108 Scott M. Sachs, CPA CohnReznick LLP
92 New York Minute
110 Jim Freedman Jonathan Bluth Intrepid Investment Bankers 112 Cathy Kerhulas HUB International 114 Marty Levy Corp Strat 116 Danone Simpson Montage Insurance Solutions
94 C-Suite Retreats: Panama 96 Golf Getaway Three Southern California stay and play options
CULTURE & TASTE 100 Seasonal Getaway Ski and be seen in Aspen, Colorado, and Gstaad, Switzerland 102 Going Global Exploring the offerings of Italy’s Tuscan countryside – from the wine to the real estate 140
126 134 Exhibits & Performances LACMA and the Hammer Museum continue to champion diversity
TOC - Departments / C-Suite Advisory
118 Stacy D. Phillips Blank Rome LLP
120 Michael Abraham Jeffrey Stewart DefinityFirst 122 Jennifer Hurless Go Be Social Media 124 Mike Schaffer Echo-Factory 126 Shay Hughes Hughes Marino 128 Brian A. Sidman Michael Packman Keystone National Properties
136 CSQ&A A conversation with world-class violinist Anne Akiko Meyers 138 Proprietors’ Profile Amy Knoll Fraser and Neal Fraser continue to reinvest in Redbird, their Downtown Los Angeles restarant-meetsevent- space that is one of Los Angeles’ culinary staples 140 Fine Dining A trio of new debuts – Destroyer, Rosaliné, and Verlaine – wow while West Hollywood hotspot Laurel Hardware adds a Mezcal bar 144 Business Lunch & Happy Hour Our picks for mid-day meetings and end-of-day-drinks from Echo Park to Venice 145 Required Reading Family comes first with this quarter’s selection of can’t-miss reads
CSQ FALL 2017
On the Cover Nicolas Berggruen Photo Shayan Asgharnia
Publisher & Editorial Director David L. Wurth CONTENT Managing Editor Matthew Seukunian Editor-at-Large Jason Dean Art Director Dima Kuzmichev Senior Editor Allison Dean Contributing Editors Ben Bloch Ryan Byers Brittany Fuisz Bryan McKrell Contributing Writers Allana Baroni Joy Campbell Jessica Ferguson Jeff Stibel Callie Strull Andrea Zarczynski Photographers Albert Evangelista Ben Steinberger Graphic Designer Alexander Baril Ashle Imbriale Illustrator Maxim Zudilkin
C-Suite Advisors Michael Abraham Jonathan Bluth Jim Freedman Shay Hughes Jennifer Hurless Cathy Kerhulas Martin Levy Michael Packman Stacy D. Phillips Scott M. Sachs Mike Schaffer Brian A. Sidman Danone Simpson Jeffrey Stewart
ADVERTISING & MARKETING
Account Manager Dorie Leo
Manager, Sales & Marketing Dana Santulli-Muhlgay
Manager, Business Development Brent Ludlow Marketing Assistant Chris Coronel
Special Thanks Henry Elkus Shauna Nep Rachel Sumekh
Manager, Operations & Finance Tiffany Weatherman
C-SUITE MEDIA ADVISORY BOARD
Operations Consultant 1100 Media
Larry Braun Diana Derycz-Kessler Jim Freedman Paul Kessler Steve Lehman Robin Richards James Segil Irv Zuckerman
Accountant Stan Arutti Legal Scott Barlow Steven C. Sereboff Distribution Right-Way Distribution Intern Francesca Tetangco
Editorial firstname.lastname@example.org Events email@example.com Reprints firstname.lastname@example.org Subscriptions email@example.com
CSQ / C-Suite Quarterly is published four times per year by C-SUITE MEDIA, INC. It is mailed to C-level executives, business owners, and ultra high-net-worth residential communities as well as distributed at upscale locations throughout Los Angeles and Ventura counties by C-SUITE MEDIA, INC. PO Box 8696 Calabasas, CA 91372 818/225.8168 All rights reserved. CSQ, C-Suite Advisory, and C-Suite Quarterly are registered trademarks of C-SUITE MEDIA, INC. No articles, illustrations, photographs or any other editorial matter or advertisements herein may be reproduced without permission of copyright owner. C-Suite Quarterly and C-Suite Media, Inc. does not take responsibility for the claims provided herein. Printed in the U.S.A.
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I am so touched by the stories we will be sharing with you in this fall edition of CSQ. Each year as we pull together this quarter’s content and (re)connect with this special segment of our community, I am always humbled at the hard work, dedication, and passion exhibited by our region’s representation of philanthropists, social entrepreneurs, and givers. This year is no exception—especially from our Visionaries. Visionary of the Year Nicolas Berggruen is investing in the future of Los Angeles, building his $500M Berggruen Institute in the Santa Monica Mountains. The institute will afford the world’s brightest minds a place to ponder the future, asking the hard questions in search for answers.
Melanie Lundquist—one of the region’s most under-the-radar philanthropists—and her husband Richard have donated more than $150M to causes in Los Angeles as they push for systemic change in health care and education. Meanwhile Rachel Fine and Joanne Heyler—at The Wallis and The Broad respectively—steward the legacy of two of the city’s great families and help bring the arts to a broader, more diverse crowd. Greg Boyle is still playing a pivotal role in the $16M social enterprise he founded three decades ago that gives former gang members a second chance, Homeboy Industries, while Kay Buck, the CEO of CAST, continues to fight tirelessly in the public and private sectors against slavery and human trafficking. Let us not forget David Angelo, whose Today, I’m Brave movement inspires people across the globe to face and conquer their Goliaths. This edition is also home to another class of our Philanthropy, Art, & Culture NextGen 10. This year’s group of under-40 movers and shakers is as diverse as ever and features individuals who embody the spirit of giving, championing the arts, urban design, the culinary arts, and more. While we continue to meet, interview, and honor the region’s most impactful and inspirational individuals, we also take time to slow down and enjoy life’s finer things. Trips to Aspen, Switzerland, and Italy can be found in this edition as well as the newest releases from Bugatti and Rolls-Royce. I hope the stories of giving back, lending a hand, and pushing for change in this edition inspire and touch you the way they have myself and my team. As we continue in pursuit of our mission—to elevate the Los Angeles ecosystem—we thank all those whose stories we share for the work they do in support of our community. David L. Wurth
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ALLANA BARONI is an author, journalist, featured contributor to Oprah.com, and daytime television. Allana is the contributing editor for her magazine column Social Studies. She has frequently appeared on Oprah, Live! With Kelly, and Today on NBC.
BEN BLOCH is a contract-based executive strategist for high-growth startups. After 12 years with Fortune 500 and 1000 companies such as IBM, Bloch co-founded clean-tech company Econation and took it to acquisition, then helped 2 other LA-area technology startups to be acquired. He now helps other startup CEO’s to develop new strategies to improve their businesses and increase growth. In this inaugural issue for C-Suite Adventures and Retreats, he helps executives to venture out of the office and explore high-end experiences.
Father Greg Boyle Visionary Profile, p. 60
Destinations: Panama City, p. 94
JASON DEAN was managing editor of C-Suite Quarterly from 2011 to 2016. Prior to that, he held senior editorial positions at SAGE Publications, and Human Factors & Ergonomics Society. Currently living in Michigan, Dean writes about business, politics, and entrepreneurship. He also composes music, sings, and plays guitar as a solo artist and with his band, JD & the Salingers.
Nicolas Berggruen Visionary of the Year Profile p. 66
Contributors BRITTANY FUISZ grew up on the beaches of Malibu, eating local produce and appreciating that food is fuel. She is the Yelp LA Community Director, building Los Angeles into the largest market in the world for Yelp. After graduating Georgetown University and Le Cordon Bleu, Fuisz trained at the three Michelin-starred Le Bernardin in New York and worked in business development at the Food Network, gaining an understanding of branding and recipe creation. Featured on KTLA news, Fuisz is considered a guide to the city of LA. Ski and be Seen, p. 102
BEN STEINBERGER is a Los Angeles-based editorial and portrait photographer. Born and raised in New York, Ben lived on six continents exploring and taking photos before ultimately settling down in Los Angeles. When he’s not taking photos in his Downtown Los Angeles studio, you can find him on one of Los Angeles’ many golf courses. More of his work can be seen at bensteinberger.com
ANDREA ZARCZYNSKI is a professional journalist, writer, and editor whose work has appeared in a variety of award-winning publications including Women’s Wear Daily (WWD), Malibu Times, and the Detroit Free Press. A CSQ contributor since 2009, she also serves as digital media director of the Detroit Athletic Club and managing editor of the non-profit’s monthly magazine. Andrea has found herself intrigued by the new media landscape and is now also pursuing a master’s degree in Media Management at The New School in New York.
Nicolas Berggruen Visionary of the Year Profile p. 66
Rachel Fine and Joanne Heyler Visionary Profiles, p. 54 and p. 56
HOW DO YOU RESTORE A SYSTEM THAT HAS WORKED [AND DO IT] IN A MODERN WAY? Nicolas Berggruen, p. 66
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When you leave your mark on the world, make it count.
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22 Home Furnishings 24 Spirits 26 Style 28 Air 30 Land 34 Water 36 Buying Time
Desirables - Cover Page
On Friday August 18, 2017, 5,000 people and 236 cars attended the 15th anniversary of The Quail, a Motorsports Gathering (p.30). The Rolex Circle of Champions Best of Show went to Bruce Milner of California for his 1964 ATS 2500 GTS.
CSQ FALL 2017
Autumn at Home
JONATHAN ADLER GOLDFINGER LOUNGE CHAIR
PALECEK REN FOSSILIZED CLAM COFFEE TABLE
Disinterested in rearranging the living room’s configuration every time you walk into it? Skip the Mah Jong and fall back into the Goldfinger – a classic Jonathan Adler design that features pared down geometry. Like the James Bond franchise itself, these chairs beckon to the 70s yet feel right at home in 2017.
In a true twist of fate, what was once housed on the ocean floor can now be found atop the mountains on Southeast Asia’s most tropical islands. These fossilized clam stones can now also be found in your home. Cut, cleaned, and arranged in a mosaic pattern to form a tabletop, this piece is as striking as it is sturdy.
$1,950 | jonathanadler.com
$2,399 | neimanmarcus.com
Renew and refresh any room in your home with these choice furnishings
Desirables - Furnishings and Finishings
ROCHE BOBOIS MAH JONG SOFA Though much of what you will find in a Roche Bobois catalogue or showroom can be categorized as unique and eclectic, this is most true of their signature Mah Jong sofa. Designed by Hans Hopfer – a painter, sculptor, and designer – in 1971, Mah Jong was envisioned with total freedom of function and form in mind. Composed of three basic elements that can be stacked or combined, the options are – seemingly – limitless. Deciding whether to use the pieces as armchairs, sofas, lounge chairs or beds is as easy as deciding one’s mood – sit, lay, rest, or play? These pieces have been dressed by Missoni Home, making the most of stripes, floral patterns, and graphic arrangements to captivate whilst comforting. Inquire | Roche Bobois
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As the weather changes and the holidays quickly approach, stock up with these spirits, ensuring you keep your guests talking through the New Year
CASA NOBLE ALTA BELLEZA
renowned winemaker Aaron Pott and are exceptionally layered, age-worthy, and purposefully crafted as a complement to one another.
Casa Noble has had the spirits world talking since unveiling the Alta Belleza. Casa Noble founder and tequila empresario José “Pepe” Hermosillo spared no expense with his newest offering. Triple distilled (most tequilas are distilled twice), and produced in small batches allowing for continued experimentation, Alta Belleza pays homage to the vineyards of To Kalon in Napa Valley and the the agave fields of Jalisco Mexico. The finished product is an extra añejo tequila finished in barrels that were previously used to age Robert Mondavi Winery To Kalon Cabernet Sauvignon.
$135 | blackbirdvineyards.com
$1,200 | casanoble.com
Desirables - Wines Scotches Accessories THE MACALLAN LALIQUE 65 YEAR OLD
Known as the “Peerless Spirit,” the oldest whisky The Macallan has ever released is a 65-year old single malt, presented in a Lalique Decanter, the sixth and final bottling in their Six Pillars Collection. Produced in a limited run of 450 bottles, this offering is the latest in a line of productions between the Scottish distilleries and the Alsation glassmaker and will, like its predecessors, quickly become a collectors item. Inquire | themacallan.com
Fall’s Freshest Looks
PAUL SMITH Men’s Dark Navy Wool Blazer $640 Paul Smith Melrose
Desirables - Style CANALI Pure Silk Tie $230 Canali Beverly Hills
SALVATORE FERRAGAMO Hobo $1,950 Westfield Topanga
BRUNELLO CUCINELLI Cashmere Cardigan $3,795 Brunello Cucinelli Rodeo Drive
Shorter days, longer nights, and colder weather means you can pull out the dark browns and deep blues from the back of your closet, dust off your cardigans, and look your best â€“ in and out of the office
ZEGNA Rodrigo Boots $695 Saks Fifth Avenue Beverly Hills
Desirables - Style LOUIS VUITTON Christopher PM $3,500 Louis Vuitton Rodeo Drive
BRUNELLO CUCINELLI Outerwear Jacket $5,395 Brunello Cucinelli Rodeo Drive
CSQ FALL 2017
BOTTEGA VENETA Nero Calf Jacket $6,700 Maison Beverly Hills
EMBRAER’S NEWEST $80M AIRCRAFTS The Florida-based business jet division of Brazilian aircraft maker Embraer sought out Los Angeles-based Eddie Soto to redesign the interiors of the Lineage 1000E—the largest aircraft in their Executive Jets fleet. The result is a pair of bespoke aircrafts— the Manhattan and the Hollywood. The Lineage 1000E is 84 feet in length and can host up to 19 passengers. Traditionally a $53M purchase, these two custom offerings are $80M. Sotto, the former SVP of Concept Design for Walt Disney Imagineering (meaning he helped design the amusement park experiences), drew inspiration from black-and-white movies of the 1930s for the Hollywood and the Empire State Building and Chrysler Building for the Manhattan. Both interiors, front to back, look eerily like what they are inspired from offering guests venue experiences— such as the Cloud Club and Crystal Room on the Manhattan—whilst on board. In addition to the purchase price, the Manhattan and the Hollywood can be chartered. embraerexecutivejets.com
A discerning and ecological trip to Antarctica and Embraer’s new $80M bespoke business jets
WHITE DESERT’S NEW ANTARCTIC ITINERARIES White Desert—the luxury-meets-adventure travel company that has shepherded well-to-do travelers to Antarctica since 2006— announced that it is launching a new exclusive private-jet service. Founded in 2006 by
Patrick Woodhead, White Desert is the only luxury (and it is truly luxury) camp on the continent. Guests will fly from Cape Town, South Africa to Antarctica in a 12-passenger Gulfstream for eight-, four-, and single-day itineraries. The itineraries are wide ranging, based primarily on the duration of your stay but all programs come with roundtrip transportation from Cape Town, accommodations in the White Desert camp, polar gear, and air and ground transports while on the continent. We suggest the eight-day Emperors & South Pole adventure ($78,000 per person). white-desert.com
Desirables - Air
1. Traveling to Antarctica with White Desert is ecologically friendly and luxurious 2. The Cloud Club bar within Embraer’s new $80M Manhattan
CSQ FALL 2017
Created to showcase Punta Mita’s collection of treasures including its stunning natural beauty, its array of private homes, two world class resorts, acclaimed Jack Nicklaus golf courses set along the coast, and talented chefs, winemakers and tequila masters, from Mexico and around the world.
PACIFICO GOLF COURSE’S HOLE 3B, ALSO KNOWN AS THE TAIL OF THE WHALE, IS THE WORLD’S ONLY NATURAL ISLAND GREEN.
TO R E S E RV E N OW V I S I T
2017 Pebble Beach Concours d’Elegance
Each year since 1950, the finest automobiles, most famed car collectors, and an abundance of enthusiasts gather on the shores of the Pacific Ocean in Monterey, California for Concours d’Elegance, widely considered the world’s premier celebration of the automobile. This year was no exception.
Desirables - Land
RM Sotheby’s Record-breaking Year RM Sotheby’s again set records on the Monterey Peninsula this year, eclipsing more than $133M in total sales and selling the year’s highest valued vehicle, the 1956 Aston Martin DBR1, the first of its kind. Chassis no. 1, it is one of the most important Aston Martins ever produced. With a racing history that includes a victory at the 1959 Nürburgring 1000km, the vehicle was driven by Carroll Shelby, Jack Brabham, Roy Salvadori, and Sir Stirling Moss.
1 The Ferraris that took place in the 70th Anniversary celebration are valued at $500M 2 The $22.55M Aston Martin DBR1 Roadster
Seventy Years of Ferrari Concours Though none of the vehicles were up for sale, Ferrari celebrated its 70th anniversary in style this year, presenting 70 Ferraris – one for each year in the Italian sports car company’s history. The vehicles, owned by the company, private individuals, or museums, had a collective value of approximately $500M.
Desirables - Land
TOP 10 SALES CHART
Price $22.55M $15.62M $14.52M $14.08M $8.305M $8M $6.675M $5.72M $5.335M $4.84M
Year 1956 1995 1966 1970 1961 1963 1959 1955 1959 1959
Make Aston Martin McLaren Ferrari Porsche Ferrari Jaguar Aston Martin Ferrari Ferrari Ferrari
Model DBR1 Roadster (above) F1 275GTB/C 917K 250GT SWB Coupe E-Type Lightweight Roadster DB4GT Prototype 121LM Spider 410 Superamerica 250GT Cabriolet
Auction House RM Sotheby’s Bonhams Gooding & Co. Gooding & Co. RM Sotheby’s Bonhams RM Sotheby’s RM Sotheby’s RM Sotheby’s Gooding & Co.
BUGATTI CHIRON Originally unveiled at the 2016 Geneva International Motor Show, the Bugatti Chiron is the latest in a line of world-class productions from the Molsheimbased sports car manufacturer. The Chiron breaks barriers on several fronts, including being the first production sports car with 1,500 horsepower in addition to a 0 to 60 speed that sets the Chiron up to break a new world speed record. Production of his truly once-in-a-generation vehicle was limited to 500 units, with more than half already sold. Top Speed 261 mph 0-60 2.3 secs Engine 8 liter, 16-cylinder Transmission 7-speed DSG dual-clutch gearbox Max Power 1,500 hp at 6,700 rpm Starting at $2,998,000 bugatti.com
Bugatti unveils one of the world’s fastest sports cars and Rolls-Royce reintroduces The Phantom
New Auto Debuts
Desirables - Land - New Autos
ROLLS-ROYCE NEW PHANTOM In 1925 when Sir Henry Royce introduced the Rolls-Royce Phantom, it was judged ‘The Best Car in the World.’ In the 92 years since, every new iteration of the Phantom has subsequently retained that title. The newest offering, known as New Phantom, is the eighth in a generation of world-renowned vehicles and has proven to be no exception.
Top Speed 155 mph 0-60 5.1 secs Engine 6.75 liter, V12 Transmission Satellite Aided Transmission, marries to a ZF 8-Speed gearbox Max Power 563 hp at 5,000 rpm Starting at $430,000 rolls-roycemotorcars.com
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OCTOBER 27 - 29, 2017 SHERWOOD COUNTRY CLUB, THOUSAND OAKS, CA
FALL EVENT CALENDAR Singapore Rendezvous October 5–8 MIPCOM TV Film & Video Conference, Cannes October 16–19 Fort Lauderdale International Boat Show November 2–6
MAPIC Real Estate Conference, Cannes November 15–17 Abu Dhabi Grand Prix November 24–26 Art Basel, Miami Beach December 7–10 Thailand Yacht Show December 14–17
2017 Cannes Yachting Festival
Celebrating its 40th year of oceanic excellence, the 2017 Cannes Yachting Festival ushered in the boating season by welcoming nearly 600 boats into its two ports, The Vieux Port and the port Pierre Canto
Desirables - Water
2017 CANNES YACHTING FESTIVAL TOP 5 MOTORBOATS
2017 CANNES YACHTING FESTIVAL BY THE NUMBERS
Size (in ft.)
Elsea Andiamo Razan Overmarine Crystal
Cerri Cantiere Navali Baglietto Turquoise Yachts Mangusta Beneti
164 157 154 140 140
600 Boats 516 Exhibitors 108 World premieres 74 Acres of exhibition space 6.2 Miles of boats 2 Marinas
1. Razan Yacht 2. Elsea Yacht
CSQ FALL 2017
Made in Italy, Inspired by the world...
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The expression of time as the conveyance of numbers corresponding to the movement of the Earth in relation to the Sun has existed for centuries. This equation has been displayed over the years by sundials, sculptures, rock formations, pocket watches, wristwatches, and a host of other less conventional formats. By Bryan McKrell
Horology as a Matter of Expression GREUBEL FORSEY ART PIECE 2 EDITION 2
PARMIGIANI OVALE PANTOGRAPHE
ROLEX CELLINI MOONPHASE
Desirables - Buying Time
An expression of Art can often change your mindset and thus your way of thinking about your surroundings or environment. The latest Art Piece from G.F. is not focused on time, but rather “The Time Remaining.” The largest feature of the watch is the Power Reserve indicator, and one must engage a small push button on the case to reveal the time, which is not visibly present on the watch face. While time is not finite, our time is, and this piece expresses the point graciously.
Creativity does not always need to be expressed in bold and provocative applications. The oval shape of the case immediately draws the eye, but it’s the “barley grain” pattern engraved on the watch face that holds one’s attention. The movement is constructed of pure rose gold and displayed beautifully through the exhibition case-back, but the true sophistication of the piece rests with the telescoping hands of the watch. As the hands rotate around the oval face, they can expand and contract to fit the non-circular shape.
The latest creation from Rolex is a masterpiece defined by its details. The intricately fluted bezel frames an exquisite white enamel dial dominated by Rolex’s latest moon phase complication. This expression of the moon’s lunar cycle is unlike any previously released by Rolex. A blue steel hand tipped with a crescent moon indicates the date symmetrically positioned around the exterior of the face. The Everose gold case comes adorned with a brown alligator strap secured with a folding crown clasp.
Made to order; pricing upon request Westime Beverly Hills
$85,000 Feldmar Watch Company
$26,750 Polacheck’s Jewelers Calabasas
CSQ FALL 2017
CONNECT. EDUCATE. INSPIRE. The annual CSQ LA Visionaries Summit unites Los Angelesâ€™ most successful visionary leaders and entrepreneurs for inspired conversation and connectivity around the sustainable success of the region and the world.
CSQ House AD [Summit]
JAEGER-LECOULTRE RENDEZ-VOUS WATCH In honor of the 74th annual Venice Film Festival, JLC has created three limited-edition watches with only eight examples of each. Three art forms are expertly displayed on each watch, with hand painting on mother of pearl, guilloche, and gem-setting. Because three separate artisans must complete all of their individual work by hand, each of the 24 watches will amount to a completely unique piece of art, slightly different from the other eight. $89,000 Jaeger-LeCoultre Beverly Hills
Desirables - Buying Time
PATEK PHILIPPE WORLD TIME MINUTE REPEATER, NEW YORK SPECIAL EDITION In July 2017 the storied brand from Geneva displayed nine new creations that exemplified the expertise of their watchmakers. This example combined a world time complication with a minute repeater but also accomplished something more unique than simply combining these two complications. A different sound from the chiming mechanism was able to resonate depending on which time zone was displayed at the 12 oâ€™clock, instead of the traditional application which only presented the home time zone on the hour. This unparalleled accomplishment required a proprietary 462part movement that is also self-winding. Pricing upon request Gearys Beverly Hills
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CSQ Alumni Community of Visionaries in Philanthropy, Art, & Culture Visionaries of the Year
DR. DAVID AGUS Founding Director & CEO, Larry Ellison Institute for Transformative Medicine at USC ANDY BALES Executive Director, Union Rescue Mission
JEANNE PRITZKER Founder, Foster Care Counts ANN PHILBIN Director, The Hammer Museum TIMOTHY J. POTTS Director, The Getty Center
LORI BETTISON-VARGA President & Director, Natural History Museum of Los Angeles
JON ROSE Founder, Waves for Water
STEVE HILTON Chairman & CEO, The Hilton Foundation
DR. ROBERT ROSS President & CEO, The California Endowment
THOMAS KELLER Principal, Thomas Keller Restaurant Group
TARA ROTH President, The Goldhirsh Foundation
LARRY KING Public Figure
STEPHEN D. ROUNTREE Managing Director, Centre Theatre Group
CSQ Visionary Alumni Philanthropy Art & Culture PATRICK SOON-SHIONG Chair, NantWorks, LLC & Chair, Chan Soon-Shiong Family Foundation
DAVID BOHNETT Founder, The David Bohnett Foundation
MARK LORANGER CEO, Chrysalis
MARK LITMAN Founder, The Heart Foundation
AL MANN Founder, Alfred E. Mann Institutes DEBORAH MARROW Director, The Getty Center
ANTHONY PRITZKER Managing Partner, The Pritzker Group
MICHAEL GOVAN CEO & Director, LACMA
ELI BROAD Founder, The Broad Foundations
JARL MOHN President & CEO, NPR RACHEL S. MOORE President & CEO, The Music Center
BETH MOSKOWITZ Executive Director, Sports Spectacular JANE NATHANSON Trustee, LACMA
MARC NATHANSON Chairman, Mapleton Investments & Art Collector C.L. MAX NIKIAS President, University of Southern California
KELLY SAWYER Co-President, Baby2Baby
LAURA SKANDERA TROMBLEY President, The Huntington Library
NORAH WEINSTEIN Co-President, Baby2Baby
OPINION 44 J.K. Rowling: A Profile in Failure PICTORIAL 46 Innovative Office LISTS 47 On the Board 48 NextGen 10 VISIONARIES 52 Kay Buck CAST 54 Rachel Fine The Wallis 56 Joanne Heyler The Broad 58 David Angelo David&Goliath 60 Greg Boyle Homeboy Industries 62 Melanie Lundquist Philanthropist Visionary of the Year 66 Nicolas Berggruen The Berggruen Institute
Philanthropy, Art, & Culture
Philanthropy Art & Culture - Cover Page 72 The 2017 Philanthropy 100 The 100 Los Angeles area charities, foundations, and philanthropies to know
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As we have noted consistently each fall as we publish a Philanthropy, Art, & Culture edition – 2016’s charitable giving in Los Angeles and around the country was recordbreaking. In recent months, we saw two unique demonstrations of the American people answering the call in response to devastation in Texas and Florida
The Giving Keeps on Coming A STRONG FOUNDATION A look at 2016’s largest and most charitable foundations
2016 Grant Awards*
Philanthropy Art & Culture - Of Note California Endowment
Norton Simon Foundation
Conrad N. Hilton Foundation
California Community Foundation
W.M. Keck Foundation
Jewish Community Foundation of LA
The Ahmanson Foundation
Source: Los Angeles Business Journal
* in millions
HAND IN HAND
To support those affected by the hurricanes in Houston and Florida, some of the world’s biggest celebrities and most recognizable stars came together for a nationally broadcast television event organized by Scooter Braun and Houston-based rapper Bun B
actors, athletes, musicians, public figures
viewers on September 12
value of damage (via Fortune and Governor of Texas)
PHILANTHROPY, ART, & CULTURE
JJ WATTâ€™S YOUCARING CAMPAIGN In the wake of Hurricane Harvey, Houston Texans star JJ Watt set out to raise $200,000 for the city he and his teammates called home. What happened over the next 20 days was something Watt could have never imagined, an influx of support from around the world.
$150 - $180B
value of damage (via Fortune and Governor of Texas)
TOTAL GIVING AS A PERCENTAGE OF GDP
Source: Giving USA
ANSWERING THE CALL
2016 was a landmark year for charitable giving, driven largely by individual donors, and for only the sixth time in 40 years, all nine of Giving USAâ€™s philanthropy industries saw increases in gifts
Philanthropy Art & Culture - Of Note $37.1M raised
initial fundraising goal
donation made by Tom Brady
Giving by Donors Donors
$ (in billions)
$ (in billions)
Source: Giving USA
Giving by Industry Industry Religion
number of days campaign remained open to donations
Arts, Culture, & Humanities
Environment & Animals
Source: Giving USA
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Facing extreme failure in the years leading up to the publication of the Harry Potter series inspired this now incredibly successful author to forge ahead and achieve unprecedented success By Jeff Stibel
J.K. Rowling OP-ED: A PROFILE IN FAILURE
In 1990, J.K. Rowling’s mother died, and so began the most difficult period in 25-year-old Rowling’s life. She left her job in Manchester, UK, to teach English in Portugal, and shortly thereafter met a journalist with whom she shared a love of Jane Austen. She married him and gave birth to her first child, but the marriage, in her words, was “short and catastrophic.” After separating, she moved back to the UK, this time to Scotland, with her young daughter in tow.
PHILANTHROPY, ART, & CULTURE
Unable to find a job, she started a teacher trainer course and lived on state welfare. She described her situation as being “as poor as it is possible to be in modern Britain, without being homeless.” She was a penniless, jobless single mother with a restraining order against her ex-husband. Many months she found herself unable to pay her rent, and in many others she struggled to put food on the table. She became clinically depressed
Illustration: Maxim Zudilkin
Philanthropy Art & Culture - “J.K. Rowling: A Profile in Failure” by Jef Stibel
THOUGH J.K. ROWLING IS ONE OF THE WEALTHIEST WOMEN IN THE UNITED KINGDOM, SHE FELL OFF THE FORBES BILLIONAIRE LIST IN 2012 AS A RESULT OF HER GENEROUS PHILANTHROPIC DONATIONS. HER NONPROFIT—LUMOS (AN INSIDE JOKE FOR HARRY POTTER FANS EVERYWHERE)—FIGHTS POVERTY AND ADVOCATES FOR CHILDREN’S WELFARE AROUND THE WORLD.
JEFF STIBEL Vice Chairman, Dun & Bradstreet, Partner, Bryant Stibel
and even contemplated suicide. She was a failure in her own mind: “The fears that my parents had had for me, and that I had had for myself, had both come to pass, and by every usual standard, I was the biggest failure I knew.” But there were two things that kept Rowling going. The first was her young daughter, for whom she struggled to provide despite the circumstances. The second was an idea. Shortly before her mother died, while riding a train from Manchester to London, she had an idea for a story of a boy who went to wizard school. When she arrived home she immediately began to write the story, but she put it on hold when her mother died and life descended into chaos. Yet through it all, she never lost faith in the story and her ability to tell it: “I was not the world’s most secure person…. I’d say I was someone with not much self-belief at all and yet in this one thing in my life I believed. That was the one thing in my life. I felt ‘I can tell a story.’” So Rowling wrote. Despite the fact that she had never been an exceptional student (she applied but was denied admission to Oxford University), despite the fact that she had never had a story published, despite the fact that she desperately needed a job that paid her bills—she wrote. She wrote mostly in cafés, hoping that the walk there would lull her daughter to sleep so she could write uninterrupted. In 1995, five years after starting, Rowling finished the first Harry Potter novel. She found an agent who sent the manuscript to 12 publishing houses, all of which rejected it. On the 13th try, Rowling—believe it or not—got lucky. An editor, Barry Cunningham from Bloomsbury, agreed to publish the novel but was not overly confident, advising Rowling to find a day job. He estimated that the book might make her a few thousand dollars at most.
We all know how the story ends. The seven books in the Harry Potter series have sold more than 400 million copies, making it the best-selling book series of all time. Movies based on the books became the highest grossing film series of all time. Though J.K. Rowling is one of the wealthiet women in the United Kingdom, she fell off the Forbes Billionaire List in 2012 as a result of her generous philanthropic donations. Her nonprofit—Lumos (an inside joke for Harry Potter fans everywhere)—fights poverty and advocates for children’s welfare around the world. Rowling believes that the reason she ultimately succeeded is because of the lessons she learned from failure, and she spoke extensively about failure when she addressed Harvard University’s graduating class of 2008: “Failure meant a stripping away of the inessential. I stopped pretending to myself that I was anything other than what I was, and began to direct all my energy into finishing the only work that mattered to me. Had I really succeeded at anything else, I might never have found the determination to succeed in the one arena I believed I truly belonged. I was set free, because my greatest fear had been realized, and I was still alive, and I still had a daughter whom I adored, and I had an old typewriter and a big idea. And so rock bottom became the solid foundation on which I rebuilt my life.” Rowling learned through failure how to succeed. Persistence, guts, and effort all count. Determination is critically important. But so too are vision and realizing what not to do. Never did she focus on the negatives in her life; nor did she wallow in self-pity. Rowling stripped away the inessential—not just what was inconsequential, but also what is negative. And with ballpoint precision, she set herself up to realize a single goal. end
Philanthropy Art & Culture - “J.K. Rowling: A Profile in Failure” by Jef Stibel Jeff Stibel is the author of Wired for Thought: How the Brain Is Shaping the Internet and Breakpoint: Why the Web Will Implode, Search Will Be Obsolete, and Everything You Need to Know About Technology Is in Your Brain.
CSQ FALL 2017
INNOVATIVE OFFICE: THE MOVEMBER FOUNDATION
PICTORIAL Though not a newly designed or renovated office, the Movember Foundation was designed by Eric Owen Moss and is tucked into the Hayden Tract in Culver City, one of Los Angelesâ€™ most unique architectural neighborhoods. Formerly the home to renowned dancer Debbie Allen, Movember has moved into the space and made it their own, from the barber chairs to the barstools.
Philanthropy Art & Culture - Innovative Office
PHILANTHROPY, ART, & CULTURE
Industry Nonprofit Location Culver City Move In 2013 Space History The space once housed Debbie Allenâ€™s Dance Academy Developer Samitaur Constructs Architect Eric Moss Associates
Interiors The design and furnishings were curated by a Movember employee Employees 35 Square Footage 10,670 Notable Features Fully functioning barber shop, bar, large and open seating layout, disco ball
ON THE BOARD
RANDALL BORT CO-FOUNDER AND PARTNER SANDTREE HOLDINGS, LLC Children’s Bureau Treasurer, Board of Trustees Since 1904, Children’s Bureau has been a nonprofit leader in the prevention and treatment of child abuse and neglect. More than 30,000 children and families are helped each year with services that include school readiness, parenting classes, family resource centers, support groups, mental health counseling, foster care, and foster-adoption.
Each fall as we dedicate this edition to Philanthropy, Art, & Culture, we also pause to acknowledge a selection of individuals who – on top of their professional obligations, responsibilities, and duties – find and make time to contribute their leadership, resources, and energies to efforts in which they believe. Whether supporting the arts, underprivileged youth, or education, these four individuals are worth emulating.
SUSAN BAY NIMOY PHILANTHROPIST Hammer Museum Member, Board of Overseers Founded by Dr. Armand Hammer and opened to the public in November 1990, the Hammer Museum champions the art and artists who challenge us to see the world in a new light, to experience the unexpected, to ignore our imaginations, and inspire change.
CHRIS ROBICHAUD CEO PMK*BNC
ANDREW TENNENBAUM PRESIDENT FLASHPOINT ENTERTAINMENT
Heart of Los Angeles Board Member
Boys & Girls Clubs of Metro LA Founding Board Member
Heart of Los Angeles (HOLA) provides underserved youth with free, exceptional programs in academics, arts, and athletics with a nurturing environment, empowering them to develop their potential, pursue their education, and strengthen their communities.
Boys & Girls Clubs of Metro LA (BGCMLA) was founded in December 2015 as a strategic partnership with Boys & Girls Clubs of America and Boys & Girls Clubs of Los Angeles to help steward a cluster of Metro-area clubs.
Philanthropy Art & Culture - On the Board Tenure 2002 Connection My introduction was through its annual golf tournament. As I learned more about the charity and how $1 spent on prevention is projected to save $7 of future costs to society, I wanted to be part of the mission. On Giving Back The prevention of child abuse changes lives forever. Through foster care and foster-adoption, young children can be placed in strong families where they can thrive, and through early childhood education, parents can learn successful parenting and prepare their children for school. Proudest Moment Celebrating the opening of the Magnolia Place Family Center, an innovative, multi-use facility that focuses on the education, health, and wellbeing of young children and their families.
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Tenure 2006 Connection My late husband Leonard and I have supported arts institutions across the United States for more than 30 years. In 1999, I was introduced to Hammer Museum director Ann Philbin and I felt that her vision was especially inspiring. On Giving Back It is incumbent upon philanthropists to vet organizations and understand how they work, ensuring the impact of gifts is felt powerfully and aligns with philanthropic values. I’m particularly proud of the endowments we’ve created at the Griffith Observatory, Symphony Space in New York, and the Hammer. Proudest Moment When I learned that the Hammer was planning the exhibition Radical Women, I created Friends of Radical Women, a group that generated over $300,000 from more than 50 individuals.
Tenure 2005 Connection A friend on the board at HOLA brought me to campus. When I walked through the door I was immediately surrounded by smiling children. Though it was the evening, the campus was still a hub of activity. On Giving Back We live in a city where we are surrounded by so much that we must make sure we take the time to give back, especially when focusing our efforts on the next generation. Every child should be able to both dream and have the opportunity to follow said dream. Proudest Moment It has been a series of moments. The organization has always been the little engine that could. Each step along the way, we have dreamed big, only to see our dreams come true in even bigger ways, seeing kids smile along the way.
Tenure December 2015 Connection My father grew up a “club kid” in southern Georgia and credits the organization for helping him strive to be a better student and better person. Having someone so close in my life who directly benefitted from the organization has given it deeper meaning to me. On Giving Back We are so fortunate to have had people take an interest and help us succeed, we owe it to them and the world to do the same thing. My family always instilled in us the importance of paying it forward. Proudest Moment When BGCMLA finally incorporated and received its BCGA charter, the board all knew that this organization was going to help so many thousands of kids and their families, we all stood a little taller and smiled a little bigger that day.
NG 10 EDDIE COTA
work as arts leaders) Cause Closest to Your Heart Making the arts accessible to underserved communities Importance of Philanthropy Philanthropy is at the heart of creating change. If you are an individual in a position to give back, donating your time and money will have a more immediate impact than a government agency or corporation that deals with long-term bureaucracy to decide how funds and resources are distributed.
Age 37; 39 Residence Santa Monica; Venice Education Stanford (BA), UCLA (MBA); Stanford (BA), Wharton (MBA) Industry Entertainment and Technology Company Founded 2012 Advice “‘You are your memories.’ I was given this advice by the man who won a Nobel Prize for pioneering the field of memory, Dr. Eric Kandel. When one understands that the person you are is a collection of the more inspired and exciting moments of your life, it changes how you approach everything.” -Ryan Success “Knowing that you used your gifts to their greatest capacity to do good.” – Matt Local Companies You Admire Bad Robot, Riot Games, SnackNation, and This Bar Saves Lives (Ryan); Riot Games, Scopely, Dollar Shave Club (Matt) App You Can’t Live Without Audible (Ryan); Lyft (Matt) Awards & Honors EY Entrepreneur of the Year Finalist 2017; INC 5000 List 2017 Cause Closest to Your Heart “I met my wife at the same Boys & Girls Club of America Gala that sparked the idea for Omaze. So in terms of heart, I owe a lot to that cause, and also deeply care about kids.” - Ryan Importance of Philanthropy “We built a business focused on empowering charities, so we think it’s very important.” - Matt
Philanthropy Art & Culture - NextGen 10 FOUNDER & CEO CHAMPION CITY A collection of content creators who use music, art, and cultural experiences to connect local and global audiences. Age 34 Residence Los Angeles Education CSUN Industry Culture Marketing Company Founded 2015 Success Taking risks and not being afraid to fail until you discover the solutions that finally work and make you happy. Then sharing that knowledge with your peers. Local Companies Admired Dublab, LocoL, The Last Bookstore, Amoeba Music App You Can’t Live Without Lyft Awards & Honors APAP Leadership Fellows Program (a 20-month intensive program for those who seek to transform the world through their
PHILANTHROPY, ART, & CULTURE
RYAN CUMMINS & MATT POHLSON
CO-FOUNDER & VICE CHAIRMAN CO-FOUNDER & CEO OMAZE
CO-FOUNDER & EXECUTIVE DIRECTOR THE DINNER PARTY A community of 20- and 30-so-methings who use a communal space and meal to discuss a signiﬁcant loss they have experienced Age 32 Residence Echo Park Education UNC Industry Mental Health Company Founded 2012 In the Morning I wish the answer was “meditate” or something more enlightened, but it’s 2017 so, check Twitter. Before Bed I’m a sucker for print, so I try to make a point to read, even just a page or two. Success Achieving a goal without compromising your values Mentors Too many to name Local Companies You Admire Homeboy Industries, TreePeople, Dignity and Power
NEXTGEN 10 PHILANTHROPY, ART, & CULTURE 2017
Now, CIVIC, EngAGE, Tala App You Can’t Live Without Runkeeper (It keeps me honest!) Awards & Honors Ashoka Fellow, Aspen Ideas Scholar, Phi Beta Kappa Causes Closest to Your Heart The crisis of isolation, and the effects of loneliness on human agency Importance of Philanthropy I’m inspired daily by those who help others who’ve been denied a voice to recognize and exercise those voices, and to combat the historic systems and cultural attitudes that would have them believe they don’t matter. Market forces inherently value one form of currency above all others, and consequently, place the value of one life above the value of another. Philanthropy is born out of a recognition that our ability to thrive as individuals depends on building thriving communities. We need philanthropy to do what markets alone can’t, and to address those needs that cannot wait on government or for which there isn’t an immediate policy fix. Key to Work: Life Balance Take the time to unplug.
For the second year in a row, it comes as no surprise that our most diverse class of NextGen leaders arrives in the Philanthropy, Art, & Culture space. Wide ranging in their ages, ethnicities, industries served, and causes supported, across the board the 2017 class put their communities, and those underserved living in them, above all else. Whether championing things like music and art, urban design, affordable housing, and healthy snacks or celebrating the power of celebrity-backed giving, haute cuisine, and the fine arts, these 12 individuals (and their 10 companies) represent the best in all of us.
HELEN LEUNG & ELIZABETH TIMME
Mentors Steve Zimmer, Ana Guerrero, Heather Repenning, Alison Becker, Marian Urquilla (Helen); “The architect and developer Jon Jerde and the many others of whom there are too many to count.” -Elizabeth Local Companies You Admire Leadership for Urban Renewal, LA Food Policy Council, East LA Community Corp (Helen); LTSC, LURN, LA Community Design Center (Elizabeth) App You Can’t Live Without Google Maps (Helen); Instagram (Elizabeth) Awards & Honors Women of the Year (Congressman Adam Schiff ), Most Influential Women in LA (LA Mag), Great Streets Fast Pitch Competition (Mayor Eric Garcetti) (Helen); Woman of the Year (LA Mag), Young Gun Award (Curbed LA), Mayor’s Open Space Working Group, Recode LA Team (Elizabeth) Importance of Philanthropy “It’s incredibly hard to break free of the limitations imposed on lower-income communities. When you have the benefit of having an education in these bigger systems which often are exclusionary, it is your duty to educate, mentor, and build for those who don’t have the benefit of your privilege.” -Elizabeth Key to Work: Life Balance “Put family and friends first. Plan vacations in advance. Hang out with people that have nothing to do with your work.” -Elizabeth
Philanthropy Art & Culture - NextGen 10
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CO-EXECUTIVE DIRECTORS LA-MÁS Urban design nonproﬁt that helps lower-income and underserved communities shape their future through policy and architecture Age 32; 35 Residence Frogtown; Silverlake Education LAUSD, UPenn, Harvard’s Kennedy School of Government; USC (B of Arch) and Harvard (M of Arch) Industry Urban Design Founded 2012 In the Morning “Go for a trail run.” -Helen Before Bed “Meditate.” -Elizabeth Advice “Do the things you want, not the things you should.” -Helen Success “Being happy, present, and with community.” -Helen
FOUNDER & CEO INHERSHOES A movement for women to live life courageously Age 25 Residence Bellflower Education Santa Clara, U Penn Industry Social Impact Founded 2014 In the Morning Envision the end of the day and create what I did that day Before Bed Go over how our day went with my partner Advice The only time is now. Success Making a positive social impact in every environment I am part of Mentors My parents, fellow entrepreneurs and community leaders, and the high school girls we serve Local Companies You Admire The Giving Keys, LACI, Cafe Gratitude, WeWork, General Assembly
App You Can’t Live Without Google Maps Awards & Honors Next Big Thing Top 2017 Millennial Influencer, Forbes 30 Under 30 Nominee, Leon Panetta Fellow, StartingBloc Fellow, Youth Assembly UN Causes Closest to Your Heart Financial literacy and elderly care Key to Work: Life Balance An empowering context, clear goals, and having fun
Advice “The game is not about becoming somebody, it’s about becoming nobody.” Success Legacy Mentors My parents, Jeff and Lorie Manos Local Company You Admire LSTN Headphones App You Can’t Live Without Google Calendar Awards & Honors “I am a twotime TEDx speaker and I have been called ‘crazy or genius’ by Forbes and was named one of seven millennials ‘too busy changing the world’ by The Huffington Post.” Cause Closest to Your Heart Education Importance of Philanthropy The things we buy are just objects that break over time; the gifts we give, however small or large, leave impressions that last a lifetime. Key to Work: Life Balance Do what you love, don’t worry about what clothes to wear, go home at 6.
Age 24 Residence Silverlake Education USC Industry Food and Beverage, CPG Founded 2015 Advice One of my professors at the USC Brittingham Social Enterprise Lab suggested that I start by thinking: What do I need to accomplish to support myself and keep myself pushing forward with the long-term vision? Focusing on the small wins step by step will keep you moving in the right direction, motivated and energized as you move toward accomplishing those big dreams. Success Doing what you love, with the people you love, and leaving the world a better place than when you found it. Mentors My professors from the USC Brittingham Social Entrepreneurship Lab: Abby Fifer-Mandell, Adlai Wertman, Paul Orlando of the USC Greif Center for Entrepreneurship, the mentors at the Blackstone Launchpad at USC, Eric Shellenback of Three Bakers, Mark Wong of California Snax Local Companies You Admire Swipe Out Hunger, LA Kitchen, EveryTable, Locol, the LA Food Policy Council Apps You Can’t Live Without Headspace, Apple Podcast Awards & Honors USC’s Marcia Israel Social Enterprise Award, Ashoka Youth Venture Finalist, Cupid’s Cup Finalist, USC Mork Scholar, USC Dornsife Scholar, Los Angeles Business Journal Women’s Summit Nominee Cause Closest to Your Heart Food Justice Importance of Philanthropy I love Robert Egger of LA Kitchen’s motto when it comes to charity: it should be based on the liberation of the receiver, not the redemption of the giver. Volunteer opportunities and philanthropic opportunities need to be weighed by their impact on the community you seek to serve.
FOUNDER & CEO TAPPAN Reinventing the art buying experience, Tappan operates in both the online and physical realms, making art comfortable, approachable, and accessible Age 29 Residence West Hollywood Education University of Michigan Industry Art Founded 2012 In the Morning Coffee and pilates Before Bed Chat with my husband Advice “At age 5 I was told that ‘no’ and ‘can’t’ are not part of my vocabulary.” Success Making a difference, inspiring innovation, and taking pride in all that you do Mentor My father Local Companies You Admire Inner City Arts, LAND, Cult Gaia App You Can’t Live Without Seesaw Causes Closest to Your Heart Art education, youth mentorship, community arts programs, and supporting emerging artists and their practice Importance of Philanthropy Our intention and existence creates the world we live in. Key to Work: Life Balance Being present in both work life and personal life. Preserving the luxury of time.
Philanthropy Art & Culture - NextGen 10 KAITLIN MOGENTALE
FOUNDER & MANAGING DIRECTOR VERYNICE Helps businesses, nonprofits, and governments expand their capacity for impact through design-driven innovation Age 29 Residence Arts District, Downtown LA Education UCLA (BA), Art Center College of Design (MFA) Industry Design Founded 2008 In the Morning Get jumped by my dog, Charlie.
PHILANTHROPY, ART, & CULTURE
FOUNDER, CEO, CHIEF PULPER THE PULP PANTRY A sustainable food company which leverages upcycled juice pulp to create healthy, craveable, and affordable plant-based snacks
FOUNDER THE ART OF PLATING Devoted to the exhibition of gastronomy as a form of high art, focusing on the process and artistry involved in creating modern haute cuisine Age 27 Residence Beverly Grove Education Full Sail University Industry Food Founded 2014 In the Morning I work most of the day so the only time I have for myself is in the morning. I make sure to read the news, drink coffee, and exercise before checking my emails. Before Bed I like to read and then set my intentions for the next day so I can wake up with a clear direction. Advice Ask why. Everything you do should have a meaningful purpose behind it that supports your vision. Success Having a fulfilling purpose that enables you to live your happiest and most authentic life. Mentors Matthew Zehner, CEO of ZehnerGroup–a former employer who, even after I left to start my own business, generously continued to be a great source of advice, encouragement, and support personally and professionally. Local Companies You Admire Hedley & Bennett, Juice Served Here, Entity Mag
App You Can’t Live Without Evernote Awards & Honors Best Instagram of the Year 2016 (Pixel Awards), Nominated Best Social Media in Art (Shorty Awards), multiple Gold and Silver awards for Art Direction w3 projects Cause Closest to Your Heart Engaging kids from an early age about what quality food is so they are empowered to make better and healthier lifestyle decisions as they grow up. Importance of Philanthropy Giving and helping one another is a foundation of any successful society. I truly believe the only way a community can thrive is if there’s unity and everyone is being supported. Key to Work: Life Balance Learning to say no and only taking on projects that don’t feel like work.
Age 33 Residence Culver City Education USC (BA), University of Oregon (MBA) Industry Nonprofit Founded 2003 In the Morning Make a bottle for my baby girl, make a coffee for myself, and then take her and our pup for a long morning walk. Before Bed Give my beautiful bride a smooch. Advice Focus on the process and control the controllables. Success Success is the collective sum of little victories that happen along the process. Mentors John Owen, Donny Killian Local Companies You Admire I’m a bit biased because my wife works there, but WINC, LAFC, and LA 2028. Apps You Can’t Live Without MyFitnessPal, Fitbit, Google News (to replace FB & Instagram), and Fantasy Premier League Awards & Honors “Does the first ginger moustache hired by Movember in the U.S. count?” Cause Closest to Your Heart This one’s easy...the Movember Foundation. It’s not a job—it’s a passion. I am honored to be part of a global community of 5 million people who have raised over $775M and funded 1,200+ projects for men’s health, prostate cancer, testicular cancer, and suicide prevention in men and boys. Importance of Philanthropy There is no better way to provide personal mindfulness, community social connectedness, and a general belief in the greater good of society than philanthropy. Key to Work: Life Balance Open communication with those around you and a strong sense of self to know the triggers that overwhelm you in head and heart.
Philanthropy Art & Culture - NextGen 10
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DIRECTOR OF DEVELOPMENT THE MOVEMBER FOUNDATION
VISIONARY KAY BUCK CEO CAST
Age 48 Residence Los Angeles Education Univ. of Saskatchewan, Bunkyo (Daigaku) Univ., Senior Fellow with USC Marshall School of Business
Family Married, one child Mentors Yayori Matsui Passions Family, paddle boarding, reading, yoga
At CAST—the longest-running, LA-based, anti-trafficking NGO and pioneer of the domestic abolitionist movement—Kay Buck has turned a lifelong passion into a fight for a noble cause, helping thousands of human trafficking survivors regain the fundamental human right that defines the American narrative—freedom By Jessica Ferguson
Lesson There is no tool more powerful than trust. It is because of trust that our survivors have gone on to become lawyers, authors, mothers, community leaders, and advocates
CAST Founded 1998 HQ Los Angeles Employees 40 Mission Endingslavery through education, advocacy, and empowering survivors
2016 Statistics 350+ survivors empowered 6,000 legal services provided 7,000 social services provided $1M+ donated in pro bono legal services
Notable Partners USC; Charles Schwab; Weingart Foundation; Mugger, Tolles, and Olsen; Homeboy Industries; City of Los Angeles
Los Angeles, the thriving coastal epicenter of art, entertainment, and innovation, has for years been attracting those who dream, and those who make dreams happen. However, there exists a grim reality hidden within the shadows of our glamorized industries: an underground, unpaid, and enslaved population. While sex trafficking has served as fictionalized fodder for blockbuster films, it’s easy to overlook the truth: slavery is not only alive today, it is larger in number and more lucrative than ever—and LA continues to be a hub for human trafficking in America. Kay Buck, the daring leader and CEO of the Coalition to Abolish Slavery and Trafficking (CAST), prefers to address this atrocity through hope before fear, victory over suffering, and a scalable standard of survivor leadership, empowered advocacy, and systemic change. In her twenty-seven years at the forefront of this fight, Buck has fostered the rehabilitation of countless survivors, influenced massive policy change, lobbied in D.C., participated in the World Conference on Women, and was also honored with the “Change Maker Dream Maker” award (alongside then-Senator Hillary Clinton).
Philanthropy Art & Culture - Visionary: Kay Buck CAST
Human trafficking is defined as the exploitation of human beings through force, fraud or coercion for the purposes of commercial sex or forced labor. The Department of Homeland Security includes “modern-day slavery” in its definition of the industry. This translates to prostitution, pornography, sex tourism, forced marriage, sweatshop laborers, beggars, child armed forces, migrant farmers (etc.), in which the worker has been manipulated, deceived, threatened and/or forced into action. And the income? Forget about even collecting a portion of the profits—many trafficking survivors actually accrued impossible and undeserved debt 52
PHILANTHROPY, ART, & CULTURE
Los Angeles Mayor Eric Garcetti and Kay Buck
Defining the Issue
to their traffickers while under their control. According to UNICEF, there are an estimated 21 million people currently trafficked around the world, a number that is rising with the trend of recruiting and sexually exploiting children online. In 2014, the International Labour Organization (ILO) debunked prior estimates of the true revenue to be made from enslaving humans—more than $150B in illegal profits annually, placing it in the top three highest grossing criminal industries worldwide. As Angelenos, we are hardly removed from the context of this crime. The National Human Trafficking Resource Center listed California as leading the human trafficking exchange year over year, with 1,331 cases reported in 2016 alone. Learning From Women’s Asia
When asked what prompted her to pursue a lifelong fight for such a challenging cause, Buck reflects on her time in Asia—the root of her involvement—with reverence. “I was in Japan [and Thailand] in the early 1990s, when nobody really used the term ‘human trafficking’ yet. Except for a select group of people, mostly women,” she says. She saw this terminology take flight leading up to the 1995 UN Conference on Women in China, when Hillary Clinton coined the phrase, “Women’s rights are human rights.” Buck had been working in Japan with the Asian Women’s Shelter, in the outskirts of Tokyo. “It was a shelter that housed domestic violence survivors,” she says. “At the time, no one had shelters for trafficked women, so we created a design that adapted to that population. Between the language and cultural barriers, and the lack of institutionalized knowledge across the board, it was very difficult. But it was my job to see how we could adapt this model of shelter, safety, and services for women who needed it.” This collective effort led her to some of the greatest mentors and influencers of her life, with Yayori Matsui (author of Women’s Asia) at the forefront. “She was a feminist before her time,” she says admiringly. “She was a woman of grit who never minced words.” Matsui’s transparency inspired some of Kay’s best practices in broad-based coalitions and taught her the importance of diplomacy. “She really made a huge impact on me, because she was doing cutting-edge work and saying things that, at the time, no one else was willing to speak out on,” says Kay. “Through her, I met an underground network of strong female leaders. It was amazing.”
the domestic abolitionist movement—scouted her from Sacramento, Buck saw an opportunity to help remedy that discrepancy. Under her leadership, CAST has been fundamental in passing key legislation initiatives to promote positive change and rehabilitation for survivors. The organization has partnered with policy makers, police forces, government agencies, legal counsel, trauma specialists, and service providers to address the flawed narrative around human trafficking and create lasting systemic change. Kay describes the original partnership between CAST, the U.S. Attorney’s Office, the FBI, and the U.S. Department of Labor as a “tripod leadership call-to-task force,” through which her teams have been able to contribute training, technical expertise, and judicial support to local law enforcement jurisdictions. “The model of the taskforce cannot be looked at through only a criminal justice lens... there are human rights at stake. And that is our specialty.” President Obama personally recognized this specialty when he awarded CAST the “Presidential Award for Extraordinary Efforts to Combat Trafficking in Persons” in 2014. At the core of CAST’s success are the survivors. Not only has the coalition helped to free, transform, and restore the lives of thousands of victims of human trafficking through every phase of their journey, the model created by Buck actually empowers those survivors to rise beyond the stigma of their experience, harness their own voice, and step into leadership and advocacy to impact public policy. She attributes this to one of her earliest and most memorable survivor encounters, when a young woman told her, “‘I don’t want to be defined by what happened to me. I’m a
mother. I’m a daughter. I’m a good worker.’ What struck me most was, she went through something truly horrific ... and yet she’s so resilient and confident. All I needed to do was create a safe space, and listen,” Buck says. Part of accomplishing this task was creating one of CAST’s key differentiators—its National Survivor Network, through which survivors can empower, encourage, and collaborate with each other as more than just victims of a crime. “Now, we don’t have to tell their stories for them,” Buck says with a proud smile. “They are qualified experts in the field of human trafficking and have the experience in public speaking and advocacy to tell their own stories to the people whose hearts and minds we’re trying to change.” Calling on Los Angeles
While Angelenos are notoriously philanthropic, this is a cause that gets much less air time than others. How, then, has Buck been able to inspire her peers to get more informed, involved, and invested? “Human trafficking is a cause that has global reach. It impacts every corner of our world and every corner of our neighborhood. That said, it is also preventable, and it is not too big to fight. There are things we can do to take action, and the immediate impact of those actions can be seen within our own communities.” Buck also emphasizes the humanity of the cause: “This is an issue where a person has been exploited at the hands of another human being. When you’re investing in the fight against human trafficking, you’re really investing in human beings in your community. Oftentimes, once people learn that, they absolutely want to help make a difference.” end
Philanthropy Art & Culture - Visionary: Kay Buck CAST
Accelerating Abolition in America
When Buck moved to the States in 1995 to continue the work she started in Asia, she was shocked to find a general unawareness of human trafficking stateside. “At the time, we didn’t even have state laws [surrounding the issue],” she says. When CAST—the longest-running, LA-based, anti-trafficking NGO and leader of
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WHEN YOU’RE INVESTING IN THE FIGHT AGAINST HUMAN TRAFFICKING, YOU’RE REALLY INVESTING IN HUMAN BEINGS IN YOUR COMMUNITY. OFTENTIMES, ONCE PEOPLE LEARN THAT, THEY ABSOLUTELY WANT TO HELP MAKE A DIFFERENCE. 53
2 RACHEL FINE
Age 47 Residence Pasadena Education Eastman School of Music, UC Irvine, Yale University Family Husband Christopher Hawthorne, two daughters Mentors Michael Kaiser, Nina Scolnik, Edward Berkeley, her mother
Classically trained pianist Rachel Fine is championing the performing arts and diversity at one of the city’s newest arts destinations, nestled in the heart of Beverly Hills
RACHEL FINE MANAGING DIRECTOR THE WALLIS
By Andrea Zarczynski
Lesson Learned “Never refrigerate your tomatoes” (insists culinary icon Alice Waters) Favorite Artist(s) J.S. Bach; Pianist Martha Argerich Passions Good coffee, Good food, music, and family Business Over a Drink Regularly, The Montage Beverly Hills; Recently, Here's Looking at You; Near home, Union
THE WALLIS Opened October 2013 Employees ~50 Mission Create, present, and celebrate unique performing arts events and educational programs that reflect the rich cultural diversity of our community. The Space 70,000-square-footvenue features the restored, original
1933 Beverly Hills Post Office (on the National Register of Historic Places) that serves as the theater’s lobby, and houses the 150-seat Lovelace Studio Theater, GRoW at The Wallis: A Space for Arts Education, and the contemporary 500-seat, state-of-theart Bram Goldsmith Theater.
A distinguished arts career is not made in a day. Rachel Fine navigated significant professional challenges and triumphs to find success as the managing director who, as of 2015, is leading The Wallis Annenberg Center for the Performing Arts toward a bright future. “I’m not sure that I ever gave a lot of thought to what I really wanted to do, I was just on this trajectory of practicing hard, competing hard, and taking it all very seriously,” says Fine, who began her career as a trained classical pianist. Born and raised in Berkeley, Fine spent her formative years attending school in the San Francisco Bay Area. Her parents had a piano at home, so she began taking lessons at age five, then started competing and won her first piano competition the next year.
Philanthropy Art & Culture - Visionary: Rachel Fine The Wallis
While attending college at the Eastman School for Music in Rochester, New York, Fine began experiencing repetitive stress injuries in her wrists. Finding it difficult to play piano at capacity, she took a leave of absence and realized that she was facing a major obstacle. “You really can’t have a major physical setback like that and expect to continue on the same path,” says Fine. “After a lot of physical therapy and retraining, it just became clear to me that I was not going to be a solo pianist.” Fine transferred to the University of California, Irvine to connect with professor Nina Scolnik, who specializes in rehabilitation for injured pianists. She considers the move a blessing in disguise, as she regained 85 percent of her original playing capacity and, for the first time ever, began exploring curriculum outside of music. By stepping outside of the practice room, Fine realized how wonderful it could be to collaborate with others. She completed her last year of college while studying abroad in Vienna, Austria and earned a bachelor’s degree in Music and Piano Performance. “That was probably the single best year of my undergraduate experience,” Fine recalls. “I spent lots of time not just studying, but traveling and getting outside of my practice room for the first time.” Fine was accepted on full scholarship to study music history at Yale, but soon after classes began, she realized that her passion lay
PHILANTHROPY, ART, & CULTURE
(L) Photo: Luke Fontana; (R) Photo: Alex Berliner
A Key Change
elsewhere. She took a leave of absence and returned to the Bay Area to volunteer at various arts organizations like the San Francisco Opera and Oakland East Bay Symphony. Intrigued by business operations of arts organizations, the visionary took on her first full-time role in arts administration as a development associate in 1997 for the San Francisco-based, Grammy award–winning chorus ensemble Chanticleer. Moving to New York was not part of Fine’s plan, but eventually she followed her now-husband and LA Times architecture critic Christopher Hawthorne to the city where, at the time, he was an arts journalism fellow at Columbia University. In 1998, she began working as an associate administrative director for the vocal arts department at The Juilliard School, also taking on seasonal jobs with arts organizations like the Santa Fe Opera. “I think somehow you earn your stripes by living and working in New York, so I did that for a while,” explains Fine, who spent a year Paul Crewes, Rachel Fine, David Bohnett
RATHER THAN BE COMPETITIVE, I Philanthropy Art & Culture - Visionary: THINK WE WANT TO Rachel Fine The Wallis BE A CONTRIBUTOR TO BROADENING THE BASE OF INTEREST AND SUPPORT FOR ARTS AND CULTURE IN LA ... IT’S SOMETHING WE ARE THINKING ABOUT EVERY SINGLE DAY. as a fellow at the John F. Kennedy Center for the Performing Arts in Washington, D.C. until settling with her husband in the Bay Area to have their first child in 2004. Fine worked as the director of development for the Philharmonia Baroque Orchestra in San Francisco until 2007, when the family relocated again to Pasadena and she became the executive director of the Los Angeles Children’s Chorus. She left to serve as the executive director of the Los Angeles Chamber Orchestra from 2010-15 before becoming a senior consultant for DeVos Institute of Arts Management in 2015. A Diverse Portfolio
Proud of the seamless visitor experience that she has created during her initial years at The Wallis, Fine continues to focus on growing education and programming, which she says makes the campus widely accessible to a diverse audience. She also prioritizes local partnerships and collaborations to support LA’s artistic community. More than 10,000 students of all ages and musical abilities now frequent The Wallis, which features both youth theater and summer camps. Ongoing partnerships include one with the Miracle Project, a theater program for children on the spectrum and their peers and another with the Los Angeles Unified School District (LAUSD) that sends 6-8,000 student visitors to The Wallis’ two theaters each year. “I think so many of the skills that I learned as a pianist...figure into everything that I do now,” Fine explains. Guiding the Los Angeles Children’s Cho-
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rus and Chamber Orchestra through a recession taught Fine the importance of creativity and resourcefulness, especially when it comes to making hard decisions. Maintaining a high level of optimism, she says, is also a key to success in any job or workplace. With zero experience at startups, Fine found her greatest lesson to be building a healthy audience and donor base after the organization opened its doors. The Wallis now enjoys three income streams: subscriptions and single ticket sales, which do not cover costs alone; external event rentals; and various fundraising initiatives. A portfolio of contributed income is given by individuals, foundations, corporations, government sources, and special events. “Rather than be competitive, I think we want to be a contributor to broadening the base of interest and support for arts and culture in LA,” Fine says. “It’s something we’re thinking about every single day, making people feel that Beverly Hills is a city of many things and not just luxury shopping.” Fine finds inspiration in the leadership and collaboration that she shares with artistic director Paul Crewes. She also applauds the great dedication of The Wallis board and staff and considers her former professor Scolnik a mentor who nurtured her through the loss of her father and piano-playing ability. Since 2001 Fine has worked with American arts administrator Michael Kaiser, who encouraged her to take on her current role, and whose books and teachings have since shaped her business strategy. In the end, she considers her proudest accomplishments to be her family. end 55
VISIONARY JOANNE HEYLER FOUNDING DIRECTOR THE BROAD
Entrusted to steward the cultural legacy of Eli and Edythe Broad since 1989, Joanne Heyler is the driving force behind The Broad, which, in under two years, eclipsed one-anda-half million visitors By Andrea Zarczynski
Age 53 Residence Pasadena Education Scripps College, University of London Family Two children Lesson Have a deep keel and know when patience is the best strategy Mentor Eli Broad Artists Mark Bradford, Jasper Johns, Cindy Sherman Passions Raising my children to be happy and fulfilled, the rest is ornamental
Philanthropy Art & Culture - Joanne Heyler The Broad
Photo: Adrian Gaut
Founded 2015 Architect Diller Scofidio + Renfro Employees ~200 Works in Collection ~2,000 Mission To make the Broadsâ€™ collection accessible to the widest possible audience
PHILANTHROPY, ART, & CULTURE
Los Angeles is a global arts destination anchored by influential cultural fixtures like The Broad. An influx of diverse talent has emerged in the community, particularly since the contemporary art museum’s founding director Joanne Heyler steered The Broad Art Foundation and private Broad collection from its former home in Santa Monica to a new public unveiling downtown in 2015. “I never would have guessed at that time that things would turn out this way and I’d be back on Grand Avenue,” says Heyler, who first learned of LA philanthropists Eli and Edythe Broad while working as a college intern at The Museum of Contemporary Art (MOCA). “There is a certain symmetry to that, which is kind of amusing to think about, but purely coincidental.” Heyler launched her distinguished arts career while pursuing a bachelor’s degree in art history from Scripps College in Claremont. Uninspired by pre-set internship opportunities offered to fulfill a requirement at her school, the visionary trusted her instincts and contacted a museum that had caught her eye—MOCA (Museum of Contemporary Art), which was undergoing an exciting expansion into a new building on Grand Avenue. The museum happened to be overseen by founding chairman of the board, Eli Broad. Shortly after inquiring about internship opportunities at MOCA, Heyler was granted an interview one of MOCA’s curators at the time, Kerry Brougher, who now serves as director of the future Academy of Motion Picture Arts and Sciences museum. Hearing Brougher tell stories about the challenges of piecing together museum shows – including one about an artist who wanted his ashes sold at the museum store should he die during its show of his work -only made Heyler more intrigued, and she was hired. Because the Broads were deeply involved in MOCA during the time of her internship, Heyler became acquainted with the couple. After graduating from Scripps in 1986, she briefly pursued more historical studies abroad and earned a master’s degree in the history of art from the Courtauld Institute of Art at the University of London in 1988, focused on 19th century European art and patronage. But upon returning to LA, the new graduate reconnected with Brougher, with the contemporary art scene of LA and other friends she had made in the art world to explore new professional opportunities. Heyler was hired the next year as assistant curator at the Broad Art Foundation and made a name for herself at the organization’s small Santa Monica office. In 1995, she became Curator of The Broad Art Foundation, directing its lending library program and directly influencing its acquisitions. She helped the Broad collection mature from about 400 modern and contemporary artworks at the time to more than 2,000 today.
“It was a small office in an absolutely charming and beautiful building, with beautiful high ceiling galleries for the collection, just a half block from the beach, and quite private – completely unmarked” Heyler recalls. “I think I was one of four staff members in the beginning. We’d talk to the bustling New York art world on the phones, looking out over the Pacific Ocean.” The Broads were high-profile collectors at the time, Heyler explains, and their art collection was focused on young emerging artists and modern culture, similar in style to the Maurice and Paul Marciano Art Foundation. The Broad Art Foundation’s mission was to share its artworks with public institutions that would then present the works in exhibitions for their respective audiences. The program has brought Broad collection artworks to more than 500 museums around the world. “There was a real effort to be in that sense behind the scenes. We were very well known in the art world but fairly quiet as an institution; we weren’t making too many headlines” Heyler explains. “But the Broads were, and they were constantly on the art scene, collecting, meeting artists and going to studios.” The Broads’ decision to turn their prized collection into a museum was complex. When the collection was much smaller 20 years ago, talks surrounded the idea of breaking it up into three or four different segments to donate to institutions that enjoyed close relationships with the Broads. Plans changed as public enthusiasm grew and the collection became more substantial in size and scope over decades. The Broads never imagined that the growth of their collection would intersect with an artistic surge and development of more public art institutions in LA. Ambition led them to recognize that their collection carried an interesting profile, had value beyond its individual pieces—and now deserved a museum of its own. “It just seemed like the right time for the city to include another institution,” Heyler says. “I think for Eli, too, thinking about trying to donate the collection to institutions already crowded with many works that spend as much time in storage as on the walls...for him, that was also a big factor.” During early planning stages for the museum, business projections reached a few hundred thousand visitors per year. Instead, 1.5 million visitors have visited The Broad in its first two years. . There had been signs of The Broad’s success ahead of time: six months before opening day, Heyler installed video and sound art in The Broad’s unfinished third floor space and opened it to 3,000 members of the public for a one day viewing. , Advance tickets sold out in eight hours. Opening The Broad did not come without its challenges related to increasing staff and perfecting the visitor experience. By remaining
BUT THE BROADS [CONSTANTLY ON THE ART SCENE] WERE COLLECTING, MEETING ARTISTS AND GOING TO STUDIOS.
grounded in her long-term goals and staying true to her vision, Heyler says that she found success. “I’m always thinking about this institution, not just about what’s going to happen next month or next year, but in a larger sense, where can it be in 50 years,” Heyler says. “I think about setting it on a course where it can be stable and vibrant and a real contribution culturally to this city.” Long-term goals for the $140M space include expanding its connections with school aged children and school groups, expanding its live programming, and always introducing new artists and ideas to a diverse public audience. The museum team chose a unique building designed to attract newcomers and eliminated unnecessary signage to foster better conversation between visitors and staff. The space does not include a reception desk, which Heyler says only creates a hierarchical barrier between visitors and the museum. As Heyler has come to appreciate the rarity of the Broads’ civil dedication, she shares Eli’s belief that one can own art, but it’s never really theirs. “Art is ultimately a human experience, and as a museum we are always trying to encourage dialogue, and talking with one another about what you’re seeing. It’s been incredibly meaningful that our audience has loved The Broad’s welcoming and visitor-centric focus” Heyler says. “There are many generous people in Los Angeles who’ve given funds to worthy causes, to institutions. The Broads’ philanthropy comes from determination to reach the public in large numbers and make LA and our society a better place. That sort of public-spirited quality has informed everything we do at The Broad. It is a quality that is extraordinarily pronounced in Eli and Edythe, and something that I’m really appreciative of as time goes by. It’s also very, very rare for someone to take it as far as they have.” end
Philanthropy Art & Culture - Joanne Heyler The Broad
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VISIONARY DAVID ANGELO FOUNDER AND CHAIRMAN DAVID&GOLIATH
The winner of more than 500 advertising industry awards, David Angelo has fused his professional his passion for giving back and inspiring others. The result—Today, I Am Brave—is quickly becoming a global movement encouraging everyone to face their fears and conquer their Goliaths By Matthew Seukunian
Philanthropy Art & Culture - Visionary: David Angelo David & Goliath
DAVID ANGELO Age 55 Residence Royal Oaks Education Academy of Art College Family Wife, two children Inspirations Muhammad Ali, Bill
Bernback, Martin Luther King, Jr., Elon Musk, Alan Watts Lesson Learned When you embrace your truth you realize your purpose. Passions Softball, motivational speaking, photography, discover-
PHILANTHROPY, ART, & CULTURE
ing new cultures, and “Shooting Nothing But Net from Half Court” Travel Tel Aviv Organizations Today, I’m Brave., Iran and Afghanistan Veterans of America (IAVA), Homeboy Industries, Covenant House, Shine
on Sierra Leone Awards & Honors AAF Hall of Achievement Inductee; 4A’s 100 People Who Make Advertising Great; Ad Age Small Agency of the Year
DAVID&GOLIATH Founded 1999 HQ El Segundo Employees 200 Awards 500+ Notable Clients CA Lottery, Jack in the Box, Kia, New Amsterdam Vodka, popchips,
Universal Studios Hollywood, Vizio Mission Committed to helping people and brands overcome their Goliaths (challenges) and achieve greatness.
1. The Wall of Goliaths 2. Just outside Angelo’s office stands another affirmation he believes in
It’s evident from the jump who David Angelo is. His office, one of the more colorful this writer has stepped foot in, is rich with sports memorabilia and houses one of the best collections of coffee table books in Los Angeles. Angelo is a diehard sports fan, with strong rooting interests in his Oakland Raiders (we don’t touch on their imminent move to Las Vegas). The coffee table books? I imagine they harken back to Angelo’s interests—being creative and creating—and his apparent longing to keep learning. Noticeably absent from his office are the hundreds of awards he and his team at David&Goliath have won. They are displayed for all who roam the halls of David&Goliath to see, perched along the wall of the El Segundo–based company’s office.
rience as an advertising executive under his belt. The majority of those years have come at David&Goliath, a company he founded in 1999—thanks to an opportunity from Kia Motors—with the belief that he could create a company and a culture – built around a one-word philosophy called brave – capable of conquering the biggest industry challenges. Angelo and his team conquered Goliath and then some. David&Goliath has been an industry leader for nearly two decades, working with clients including Kia (still a client), New Amsterdam Vodka, and the California Lottery. “We’ve always had a clear idea of who we are and what we stand for,” Angelo recalls when discussing the agency’s growth and success.
in you that is capable of overcoming any type of challenge out there.” Angelo shared, via video, the meaning behind “Today, I’m Brave” with the students of Muddy Lotus and the Brave initiative took off. Angelo’s team would build out the slogan with a set of ten affirmations, manufacture T-shirts, and produce business card–sized “Today, I’m Brave” cards that listed the affirmations. Before Angelo could ponder what would happen, a video was sent back to him from The Muddy Lotus School documenting their own transformation and how being braved impacted their lives. As he watched the video of them chanting “we are brave,” Angelo got hit, immediately, with a wave of emotion and a crystal clear “aha moment.” If “Today, I’m Brave” was able to rally and move people over 6,000 miles away, imagine what it could do for the rest of the world. It turns out they can do a whole heck of a lot. “Today, I’m Brave” has partnered with numerous nonprofits around the world including Los Angeles–based Children’s Hospital Los Angeles, Covenant House, New Directions for Veterans, and Project Angel Food, sharing what it means to be brave one story at a time. The “Today, I’m Brave” Facebook page has 143,000 likes and the T-shirt and placard swag has expanded to a Brave speaker series, fan videos, and—most importantly—a burgeoning community, globally, of individuals stepping up and conquering their Goliaths.
Philanthropy Art & Culture - Visionary: David Angelo David & Goliath
Overcoming Your Goliath
Around the corner and down the hall lies what may truly be one of Angelo’s crowning achievements. They call it the Wall of Goliaths. Adorning the plain white wall are floorto-ceiling black picture frames of differing sizes housing David&Goliath team members’ Goliaths—something Angelo feels people and brands have to overcome before they can achieve greatness. Before Angelo, 55, achieved his own level of greatness he was the middle child of seven siblings, was expelled his senior year of high school, raised by a decorated veteran of the Korean War who—back home—was a teamster and truck driver. His father unquestionably taught him the value of hard work but also taught him to “always give 100 percent and never forget where you are from … which to me means, honor your story,” Angelo explains. After expulsion, Angelo’s father landed him a job as a teamster, working the graveyard shift at a local distillery. Far from conquering his Goliath, Angelo began to take classes while working at night, ultimately putting himself through college. He would obtain a BFA in advertising from the Academy of Art College and then move to New York City (one of Angelo’s Goliaths), landing a job as a junior art director for DDB NY and co-creating the NY Lotto’s historic “Hey, you never know” campaign. Today, he has more than 28 years of expe-
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Conquering a New Goliath
As we sit in his office, Angelo is unwavering and laser focused. His interests, along with his passions, are evident. He works in advertising so he knows a thing or two about effectively conveying a message, and over the last 18 months that is exactly what he has been doing. The message? “Today, I’m Brave.” Today, I’m Brave is the newest David&Goliath venture, a nonprofit organization that— similar to the organization Angelo founded in 1999—asks people to confront their biggest Goliaths and their worst fears. Confront them and conquer them. You might be thinking “easier said than done,” and you would be right. The key, in Angelo’s eyes, is that this is difficult, not impossible. “Live your truth,” Angelo advises, explaining how much easier things get once you are true to yourself. In the Summer of 2015, Angelo met Tiffany Persons, the founder and director of Shine on Sierra Leone and a Woman of the World honoree by the United Nations, who shared the story of her organization and the work they were doing in Sierra Leone (rife with Ebola at the time), specifically at the Muddy Lotus school in Bongema. Angelo, touched by the story of these children who – faced with unimaginable obstacles – just want to better themselves, created an initiative built around one simple word to show his support – Brave. Brave, as Angelo defines it, “is simply about listening to your inner voice and believing that there is something stronger
Bravely Speaking Up
Angelo is far from done. He truly wants to spread the “Today, I’m Brave” message to everyone. He believes that by empowering individuals to speak up, admit what they are afraid of, and take it on, they will become better people for it. If everyone does this, he feels the world will simply become a better place. At minimum, it has worked on him. Angelo jokes he has not taken a sick day in 18 years and admits that part of feeling successful is “doing what you love with the people that you love.” Elaborating, he proclaims, “knowing I gave 100% of my heart and soul to something … Waking up every single morning with this infinite passion toward a goal.” end
VISIONARY GREG BOYLE FOUNDER, HOMEBOY INDUSTRIES
Greg Boyle founded Homeboy Industries 30 years ago to help those that nobody else was interested in helping –inmates and ex-cons – giving them a chance to reassimilate. Today, it’s a thriving $16M social enterprise that helps thousands of men and women a year By Allana Baroni
Philanthropy Art & Culture - Visionary: Father Greg Boyle Homeboy Industries
GREG BOYLE Age 63 Residence Boyle Heights Education Gonzaga University, LMU, Weston School of Theology, Jesuit School of Theology Inspired by Martin Luther King, Jr. Mentors Cesar Chavez, homeboys and homegirls
HOMEBOY INDUSTRIES Founded 1988 HQ Downtown LA Employees 220 trainees, 65 senior staff Impact About 8,000 men and women receive services from Homeboy each year
PHILANTHROPY, ART, & CULTURE
Seventeen years ago, during a visit to a Los Angeles County juvenile detention facility, Greg Boyle handed fourteen-year-old gang member Wilfred Lopez his card with the invitation, “Come see me when you’re ready.” Ten years and several incarcerations later, Lopez was ready to change his life. When asked how he remembered Boyle at age twenty-four after just being paroled, he says, “It was his no-matter-what-ness that stuck in my head. He gives love, kinship, and unconditional acceptance...no matter what, and with no expectation of anything in return. That was unbelievable to me.” Boyle, a Jesuit priest, founded Homeboy Industries nearly thirty years ago to provide love, hope, and the promise of a more authentic future to formerly gang-involved and previously incarcerated men and women ready to change their lives. The former pastor of Dolores Mission Church, “Father G”
as he is affectionately known, explains that Homeboy wasn’t conceived all at once; it evolved through the premise that the dynamic in life is to turn hubris into humility. “Humility asks the poor, what would help you? Hubris says, here’s what your problem is, here’s what you need to fix. I try to listen; the key is to stay close to the humble side. They told us what they need—tattoo removal, therapy, jobs, education, and compassion—that’s how we evolved.” Homeboy has grown into a diverse, multi-pronged social enterprise. With a $16.6M annual operating budget ($6M from sales within the social enterprise and just over $10M in revenue from donations) encompassing tech services, merchandise, catering, a cafe, and a diner at City Hall all staffed by “homies,” Homeboy offers essential programs that address the trauma history common to most homies—mental health issues, substance abuse and domestic violence, as well as the need for workforce development, and legal services. The Road Less Travelled
But redirecting lives toward becoming contributing members of the community was not an easy path. The first 10 years were hostile, marked by death threats, bomb threats, and hate mail. Not from gang members—Homeboy represents hope for them—but from various parties, including law enforcement, who were invested in demonizing gang members and Boyle. “‘I hate you,’ was regularly thrown my way through letters and voicemails. The logic seemed to be that the friend of my enemy is my enemy. Therefore, I must be demonized for helping gang members,” explains Boyle. The tipping point came during what Boyle describes as the decade of death, from 1988 to 1998. “In 1988 I started burying kids; there would sometimes be eight funerals in a three-week period. It was intense. Then everything evolved—our school for gang members, our jobs program and, in 1992, the Homeboy bakery.” The ability to withstand the intensity of death and hate appears to be rooted in Boyle’s youth. He was educated by the Jesuits and liked their culture, so he became a Jesuit himself. “The Jesuits who taught me, they were hilarious, prophetic, and had that combo burger of joy and speaking truth to power,” he recalls. This was during the Vietnam War when Jesuit peace activist Daniel Berrigan was on the FBI’s most wanted
list for his involvement in the 1968 Catonsville Nine caper in Maryland. They took military draft files, poured homemade napalm over them, and set them on fire in protest. “Wow, I’ll have what they’re having. That’s when I realized that being a priest is not a pious thing, it’s a radical thing,” says Boyle. Radical is how the circa 1988-1998 Los Angeles Police Department thought of Boyle. LAPD Deputy Chief Robert Arcos explains, “Father Greg is a legend, but twenty years ago, his approach was incredibly uncomfortable for law enforcement. The tack then was to arrest our way out of the gang problem. But the repercussions of that course were not productive.” Boyle impacted Deputy Chief Arcos directly by influencing the LAPD Jeopardy Program, a cutting-edge intervention program aimed at identifying children at risk for joining gangs, and improving them with tools to increase self-esteem and encourage conflict resolution and goal-setting skills. “Father Boyle has a sense of ease about him; his undercurrent is always trust, respect, and value for life. To a population who feels they have no avenue to opportunity and success, Father Greg’s understanding, compassion, and no-judgment methods have provided invaluable infrastructure and opportunities,” Arcos adds. Boyle, who acknowledges that Homeboy has come a long way with the LAPD, says, “The progress was slow. It used to be about being tough on crime, but we are about being smart on crime, investing in intervention instead of incarceration.” Once demonized by the Hollenbeck Division, and Chief Daryl Gates’ Operation Hammer, under Chief William Bratton things started to soften; the LAPD began talking about community policing, understanding that they cannot arrest their way out of gang issues. Once that changed, things got even better under current Chief Charlie Beck.
“Father Greg has helped not just Los Angeles, but the nation, awaken to the brokenness of our criminal justice system and our most marginalized communities. He knows that we are better than our worst mistake and that everyone deserves the opportunity for redemption, healing, and personal growth. Father Greg has been enormously impactful in the work that I do with young people transitioning home from incarceration. He taught me to always let our members know that we are here to support them, ‘no matter what,’” explains ARC Communications and Community Director Cheryl Bonacci. State and federal officials agree. Senators Kamala Harris of California and Ron Paul of Kentucky introduced the bipartisan Pretrial Integrity and Safety Act legislation, aimed at encouraging states to reform their money bail policies. “Whether someone is detained before trial should be determined by whether they’re a risk, not whether they’re rich,” says Senator Harris. “Americans should be able to expect fair and equal treatment under the law regardless of how much money is in their pockets or how many connections they have,” explains Senator Paul. California Governor Edmund G. Brown Jr., Chief Justice Tani Cantil-Sakauye, Senator Bob Hertzberg, and Assemblymember Rob Bonta announced they are committed to working together on reforms to California’s bail system that prioritize public safety and cost-efficiency—SB 10, the California Money Bail Reform Act of 2017. When asked how he feels about his influence, or what he is most proud of, Boyle humbly responds, “I don’t do pride, success, or winning. I don’t do legacy. It doesn’t make sense to me.” He considers himself called to the margins to be concretely helpful every day. In fact, the folks at the margins greatly impact him—one homie recently caused Boyle to think differently. While preparing to give testimony in support of a homie facing deportation, his former cellmate informed Boyle that the homie speaks to his mom in Russian, specifying, “He speaks the whole language!” This became a new way of thinking for Boyle. “What if we spoke the whole language of love, hope, and bright promise, rather than just giving lip service. We should be fluent in this language.” With annual gang-related homicides down from 1,000 in 1992 to 300 now, Homeboy’s fluency in the whole language has clearly made a singular impact on public safety. end
Philanthropy Art & Culture - Visionary: Father Greg Boyle Homeboy Industries A Lasting Imprint
Homeboy’s imprint of support and evolution lingers long after homies “graduate” from its 18-month training program. Wil Lopez now works as a life coach at the Anti-Recidivism Coalition (ARC), a support network for formerly incarcerated young men and women and advocate for fairer criminal justice policies. ARC is one of many organizations whose goals are inspired by Father Boyle.
HUMILITY ASKS THE POOR, WHAT WOULD HELP YOU? HUBRIS SAYS, HERE’S WHAT YOUR PROBLEM IS, HERE’S WHAT YOU NEED TO FIX. I TRY TO LISTEN; THE KEY IS TO STAY CLOSE TO THE HUMBLE SIDE. THEY TOLD US WHAT THEY NEED—TATTOO REMOVAL, THERAPY, JOBS, EDUCATION, AND COMPASSION—THAT’S HOW WE EVOLVED.
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Third-generation philanthropist Melanie Lundquist has donated more than $150M in an effort to achieve equality in education and health care in Southern California and beyond
MELANIE LUNDQUIST PHILANTHROPIST & CO-FOUNDER, THE PARTNERSHIP FOR LA SCHOOLS
By Allison Dean
MELANIE LUNDQUIST Age 68 Residence Palos Verdes Peninsula Education LAUSD (K-12), LA Junior College, USC Undergrad, USC Grad Family Husband, Richard Lundquist
Mentors Wallis Annenberg Inspired By Warren Buffett, Michael Bloomberg, Leonard Aube Lesson Learned Better to give than to receive. Success Seeing a problem, understanding the systemic issues, and then moving to
PHILANTHROPY, ART, & CULTURE
address those; when you leave this world, it’s better for you having been there. Business Over a Drink The Omni Hotel, The Peninsula Beverly Hills Travel Europe
Organizations Partnership for Los Angeles Schools, Torrance Memorial Medical Center, University of the Pacific’s Arthur A. Dugoni School of Dentistry, Los Angeles Biomedical Research Institute (LA BioMed), El Segundo Education Foundation, CA Science Center, Fulfillment
Fund, Marine Mammal Center, McPherson College, Palos Verdes Land Conservancy, Pancreatic Cancer Network, Skirball Cultural Center, South Bay Sports, Health & Recreation, Planned Parenthood, Union Rescue Mission, and Homeboy Industries.
Photos: Courtesy of Vectis Strategies
Philanthropy Art & Culture - Visionary: Melanie Lundquist
MELANIE LUNDQUIST OVER THE YEARS
1949 Born in Los Angeles, a third-generation Angeleno
1956 Raises funds for the first time, going door to door to collect donations for March of Dimes
1971 Completes undergraduate studies at USC
1973 Completes graduate studies at USC
WALLIS [ANNENBERG] IS REALLY THE ONE WHO OPENED MY EYES AND MY HEART TO THE INNER-CITY ... SHE HAS VERY MUCH LIT MY PATH, BECAUSE SHE’S DONE A LOT OF WORK IN THE INNER CITIES.
Philanthropy Art & Culture - Visionary: Melanie Lundquist 1989 Begins volunteering at Torrance Memorial Medical Center
Marries Richard Lundquist
2006 Donates $13M to Torrance Memorial Medical Center, establishing a cardiovascular institute and funding improvements to its emergency department
2007 Co-founds, along with Los Angeles Mayor Antonio Villaraigosa, the Partnership for Los Angeles Schools and became the primary funder with a $50M donation Listed 34th in The Philanthropy 50 by Chronicle of Philanthropy
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Native Angeleno Melanie Lundquist is a leading philanthropist who focuses her support on various healthcare and education initiatives. Listed in The Chronicle of Philanthropy The Philanthropy 50 twice in the past decade, Lundquist – along with her husband Richard – is at the forefront of philanthropic efforts to improve the lives of her fellow Angelenos by driving systemic change. CSQ talked with Lundquist about her view of philanthropy and the best way to catalyze systemic change in education and health care. A Philanthropic Foundation
Born in February 1949 and raised in Sherman Oaks, a Los Angeles suburb in the San Fernando Valley, Lundquist is a third-generation Angeleno on her father’s side. Growing up, Lundquist always heard stories about how kind her upple middle class grandparents – her mother’s parents, who passed away before she could meet them – were to those in need during the Great Depression. Her grandfather, who migrated to America, became a successful businessman and part of the Los Angeles Merchants Association, the organization that founded what is now the City of Hope. While a student at the University of Southern California (USC) in 1925, Lundquist’s mother raised funds to create a dental clinic, which still exists today, to provide access to dental care benefiting Los Angeles children for whom it is unaffordable
Lundquist’s parents and family consistently emphasized the importance of being kind, giving back to society, and being civically minded throughout her youth. The first time Lundquist herself raised funds was in 1956, when she went door to door collecting donations for March of Dimes. Yet while she found philanthropy intriguing, Lundquist never thought she would be able to be a philanthropist herself. As she matured, however, she took her parents’ repeated advice to heart: “When you leave this world, it better be a better world for your having been here.” A graduate of Los Angeles public schools, Lundquist completed her K-12 education in the LAUSD, as did her husband and several generations of her family. “I had a wonderful education and just had incredible teachers,” she recalls. Her public school teachers played a large role in shaping her character and outlook; many of them became longtime friends who have been very influential in her life. Lundquist, who recalls being drawn to the arts, notes, “In those days, the schools had arts, music, physical education, civics – we had everything. Sadly, many of these programs no longer exist and others are in jeopardy because of budget cuts.” After attending LA Valley Junior College for two years, Lundquist transferred to the University of Southern California to finish her undergraduate degree in 1971. She then completed her graduate degree in 1973 – a 63
Master’s in communicative disorders, speech pathology, and audiology – also at USC. When she moved south to Redondo Beach to start working in Orange County, she met Richard, also a USC graduate, who lived in the same apartment complex. The two became friends and married some years later, in 1989. A True Philanthropist
Lundquist actively stewards funds to support myriad causes that the couple holds dear, inspired by the examples of Wallis Annenberg, the late Los Angeles cultural leader Dorothy Buffum Chandler as well as philanthropists Warren Buffett and Michael Bloomberg. “Wallis is really the one who opened my eyes and my heart to the inner-city,” Lundquist reflects. “She has very much lit my path, because she’s done a lot of work in the inner cities.” She is more involved on a day-to-day basis with philanthropic outreach than her husband, whose primary focus is on their business endeavors. The Lundquists are the owners of Continental Development Corporation, a commercial real estate and management company based in El Segundo that oversees 4 million square feet of premium office, commercial, hospitality, retail, entertainment, restaurant, and research and development properties – including the 30-acre Sky Park Complex in Torrance, CA, San Francisco’s InterContinental Hotel, and the upscale Plaza El Segundo as well as office complexes dotting Southern California. The Lundquists’ philanthropic endeavors are primarily focused on education and health care. “I look at education and health care as very basic human rights. The right to a quality education is the civil rights issue of this generation. I’m very internally motivated, and I think that really started in childhood,” she says. Lundquist believes in showing up to inspire the donees as well as the others involved. “I don’t believe in just writing checks,” she says. “I think the beneficiaries deserve to see a face and know the people behind the donation. By showing up, I send the message that [people] are important.” While she acknowledges the frustrations of nonprofit board service, she understands the importance of boards, and the common wisdom of sitting on an organization’s board for at least a year to get to know it before investing in that organization. As a seasoned philanthropist, Lundquist also knows the importance of doing your due diligence before judiciously deciding how and where to invest in humanity in accordance with your values to truly make a difference. Before putting dollars on the table for the Partnership for Los Angeles Schools, for example, she researched extensively, albeit in vain, to find an organization in existence that sought to catalyze large-scale change in the public education system—so she was ready to seize the opportunity when it was presented.
Disrupting Education and Health Care for Good
Lundquist loves the challenge of transforming systems in desperate need of change, such as the U.S. educational system, whose inadequacies are contributing to the country’s collapse of democracy. “Today’s philanthropy has to be much more big-picture oriented,” she says. “The thing that I particularly like doing is effecting systemic change.” One of the key philanthropic endeavors undertaken by the Lundquists is their generous support of the Torrance Memorial Medical Center, where Lundquist began volunteering in 1985 and where the couple have been patients as well as donors. From an initial $13M gift in 2006 to establish the Lundquist Cardiovascular Institute and expand the medical center’s emergency department, to a $50M donation in 2013 toward a new patient tower, to the most recent gift of $32M in 2017, their total gift of $100M is the largest single-donor contribution to a non-teaching/research hospital to date. Another vital partnership emerged in 2007, when the Lundquists joined forces with then LA Mayor Antonio Villaraigosa to create the Partnership for Los Angeles Schools. The couple became the organization’s primary funder with an initial gift of $50M, the largest private donation ever made to support LAUSD public schools. Although the Partnership for Los Angeles Schools is doing exceedingly well, Lundquist knows that addressing inequality in education will require more time, which is why the couple is set to renew their commitment to the organization for another decade. In addition, Lundquist served as co-chair of a $165M capital campaign – to which the couple personally contributed $5M – for the California Science Center, also contributing $2M in 2012 to bring Space Shuttle Endeavor to Los Angeles. She is also past chair of the Advisory Board for Teach for America Los Angeles and a staunch supporter of the Fulfillment Fund’s endowment fund for college scholarships as well as Inner City Arts, Alliance for Children’s Rights, and United Friends of the Children. The Lundquists have also given several million dollars to other worthy causes, including more than $3M to the University of the Pacific’s Arthur A. Dugoni School of Dentistry, $1M to the campus renovation of the Los Angeles Biomedical Research Institute (LA BioMed), and $2M to South Bay Sports, Health, and Recreation for a new aquatics center in El Segudno.
2011 Contributes $2M to the California Science Center, helping bring Space Shuttle Endeavour to Los Angeles (In addition, previously co-chaired a $155M capital campaign for CA Science Center and contributed $5M toward it)
2013 Donates $50M toward a new patient tower at Torrance Memorial Medical Center and cochaired, with husband Richard, a $200M capital campaign for said new patient tower Listed 38th in The Philanthropy 50 by Chronicle of Philanthropy
2015 Contributes $1M toward LA BioMed campus renovation
Philanthropy Art & Culture - Visionary: 2017 Melanie Lundquist
PHILANTHROPY, ART, & CULTURE
Lundquist describes her philanthropic experiences as phenomenal, the best journey of her life. She firmly believes in giving back to society—more, sooner, and smarter. “Every dollar is equal in the charitable philanthropic world. We very much feel that Warren Buffett is an
Donates $32M to Torrance Memorial Medical Center, bringing her and Richard’s total contributions to the hospital to $100M – the largest single-donor contribution to a non-teaching/research hospital in the United States and $2M to LA BioMed
Philanthropy Art & Culture - Visionary: Melanie Lundquist I LOOK AT EDUCATION AND HEALTH CARE AS VERY BASIC HUMAN RIGHTS. THE RIGHT TO A QUALITY EDUCATION IS THE CIVIL RIGHTS ISSUE OF THIS GENERATION.
1. Lundquist and Politico CEO Patrick Steel, engaged in a dialogue during Politico’s first ever “CEO Conversation” event 2. Lundquist at an event in support of The Partnership for LA Schools
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example in the sense of his philosophy that it is society’s money, not our money, and it should go back to society for the benefit of society.” Spurred on by her desire to live by the motto that it is better to give than to receive, Lundquist continues to give generously to create the change she wants to see in the world. To her, success is being able to see a problem, understand the systemic issues, then move to address those issues through private sector and philanthropic collaboration to form a meaningful public-private partnership. For example, Lundquist desires to see legislative reform, especially of the outdated rules governing America’s private foundations. Lundquist was recently in Washington, D.C., talking with Politico as well as leadership on Capitol Hill about the $865B currently sitting in foundations—stockpiled money that, having been tax deducted, is now public money—that could be used to alleviate suffering, not only to fill the gaps in the dam that holds our society together but also to address our nation’s systemic problems in-
stead of serving as a convenient tax shelter. While the vast majority of donors desire to have their names on the buildings they endow—to have their legacy visible for all to see in perpetuity—the Lundquists are not concerned with this formality. In fact, they wanted their gifts to Torrance Memorial Medical Center to remain anonymous but were urged to make it public and encourage other donors to step forward. However, the Lundquists want their name to come off any buildings they’ve supported in the future, so that new donors can step up and be honored, in turn, for their generous support. She feels strongly about the need to spend money that is available sooner rather than later, as she explains in a recent editorial for Fortune: “My husband and I have made plans to ensure that within five years of our deaths, any corpus remaining in our foundation is to be spent to zero.” To Lundquist’s way of thinking, if you want to see your investment grow, then you need to step aside to let the future unfold. end 65
Philanthropy Art & Culture - Visionary of the Year: Nicholas Berggruen
VISIONARY OF THE YEAR
Words by Jason Dean Photo by Ben Steinberger
Nicolas Berggruen built his fortune while cultivating an expansive worldview; now heâ€™s harnessing the powers of Los Angeles to drive the big-picture quest behind his $500M Berggruen Institute toÂ make the world a better place
Philanthropy Art & Culture - Visionary of the Year: Nicholas Berggruen
Nicolas Berggruen CSQ FALL 2017
Nicolas Berggruen has never shied away from asking life’s difficult questions. Now he hopes to answer some of them. The erudite billionaire, who built his fortune making shrewd investments in a variety of high cash flow commodities on the international stage, has chosen Los Angeles as the permanent home for his eponymously named think tank. The man who for years famously jetted from city to city, residing in five-star hotels around the globe in lieu of an actual domicile, has finally settled down. Speaking in a crisp accent with an elegant cadence, the 56-year-old Parisian transplant describes the invigorating aura of his adopted city, which he appreciates for its diversity, richness of the arts, and abundance of entrepreneurs. “LA is an open place, physically, but also in terms of attitude,” he observes. “You don’t have the baggage of history—good [or] bad.” The city, he believes, is leading the way to the future. To that point, Berggruen donated $500M to fund the Berggruen Institute, his mecca for studied problem solving in the areas of political governance, economic policy, and emerging societal concerns. He purchased a nearly 450-acre stretch of land in the Santa Monica Mountains and envisions that by 2022, his comprehensive compound, anchored by the 137,000-squarefoot scholars campus, will provide an idyllic cloister for the world’s elite thinkers to cogitate on matters of import and propose new ways of solving enduring and emerging problems. Referring to the project as a “secular monastery,” Berggruen intends for the development to have minimal geological impact on the pristine surroundings. He reportedly interviewed 30 different candidates before selecting Swiss architecture firm Herzog & de Meuron, perhaps best known for their conversion of London’s Bankside Power Station to Tate Modern, to design the project. In addition to the main building, the campus will have gardens, conference rooms,
dining facilities, bungalows, and a private residence for the chairman. More than 90 percent of the remaining acreage, situated near The Getty Center between Topanga State Park and the San Diego Freeway, will remain undeveloped. The 180-degree view from the floor-toceiling windows of Berggruen’s West Hollywood high-rise condo (he owns several in the building) affords a bird’s-eye view of the future site, with the Pacific to the right, Downtown to the left, and SoHo House below. It’s a lot to take in, but Berggruen is used to seeing the big picture. Origins of Visionary Clarity
The son of Heinz Berggruen, a Jewish art dealer who fled Germany in the mid-1930s, and German actress Bettina Moissi, young Nicolas had an abundance of solitary time while growing up in Paris in the early 1970s. “I was curious about things beyond my years,” he admits. “There was no television, no phones, nothing of distraction.” So he would think and reflect. “Ideas were all you had,” he says without a hint of pathos. “In my case, it was a blessing. It gave me the interest of speculating.” A voracious reader, Berggruen devoured French history, studying the rise of great leaders such as Napoleon and the Sun King, Louis XIV. He noted with wonderment how they understood the complexities involved in running a country and grasped the inner workings of government. Berggruen attended Le Rosey, an exclusive boarding school in the Swiss Alps. He characterizes his school years as rebellious, but not in the typical coming-of-age adolescent manner. “I was challenging the teachers with intellectual stuff,” he recalls. “I would argue with them. It was a mess.” Restless and ready to tackle life, Berggruen graduated high school at 16, passing the state exam a year early. He moved to London, became fluent in English, and landed an internship with Lord Max Rayne, a prominent
property developer and philanthropist. Fascinated with philosophy and understanding human nature, Berggruen was “not interested in the capitalist world.” At 18, he moved to New York to attend New York University, earning a business degree in just two years. He went to work for financier Sid Bass in Philadelphia, but preferred New York and returned there in the mid-1980s. He formed Berggruen Holdings, investing in stocks, then co-op conversions and, later, a group of hedge funds that he sold. Following the lead of Warren Buffett, Berggruen found a lucrative niche in leveraged buyouts of companies with high cash flow. While still in his twenties, Berggruen launched Alpha Investment Management, partnering with Julio Santo Domingo Jr., heir to the Santo Domingo Group. The two men pooled their money and created the hedge fund to manage third-party capital. The experience further bolstered Berggruen’s understanding of international markets; Alpha was eventually sold to Safra Bank in 2004. Berggruen Holdings continues to invest in more than 50 verticals all over the world, from rental cars in India to real estate in Israel to clean energy in Turkey to hotels in Portland, Oregon. Becoming an Agent of Change
About a decade ago, circumstances caused Berggruen to reassess his priorities and view life from a renewed perspective. In 2007, his father, who fueled Berggruen’s competitive determination throughout their complicated relationship, passed away. “What I learned from my father [was] passion and focus,” he says. “He valued quality over quantity.”That held true not only in business, but in personal relationships as well. The elder Berggruen, a discerning art collector and dealer, also enjoyed close friendships with Picasso, Man Ray, Dali, and other contemporaries, as well as descendants of masters from previous eras. While Berggruen admits he’s “too curi-
Philanthropy Art & Culture - Visionary of the Year: Nicholas Berggruen
I DON’T CARE MUCH ABOUT LEGACY ... I CARE THAT WE CAN GET SOME THINGS DONE WHILE I HAVE THE ENERGY AND I’M HERE. 68
PHILANTHROPY, ART, & CULTURE
Philanthropy Art & Culture - Visionary of the Year: Nicholas Berggruen
NICOLAS BERGGRUEN FOUNDER & CHAIRMAN, THE BERGGRUEN INSTITUTE Age 56 Residence West Los Angeles Education New York University (BS) Family Two children
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Inspired By Nietzsche, Sartre, Confucius Advice Light comes if you open the door Success Living a full life Business Over a Drink Any hotel In His Garage Garages may soon be a remnant of the past.
On His Wrist No watch but always on time. THE BERGGRUEN INSTITUTE Founded 2010 HQ Los Angeles Employees 14 staff and 14 fellows Mission The Berggruen Institute brings
together people and ideas for a better future in an era of Great Transformations Branches The Berggruen Institute China Center in Shanghai; The World Post; Governance and Philosophy & Culture Centers with the 21st Century Council; The Berggruen Prize for Philosophy &
Culture and various workshops, talks and policy round tables on topics such as AI, bioethics, intelligent governance, climate, capitalism, and the future of Europe.
THE BERGGRUEN INSTITUTE CAMPUS Expected Completion 2022 Scholars Plans call for 26 Scholars-in-Residence units and 14 Visiting Scholars units in the main Institute building and 15 cottages in the Scholars’ Village section
ous to be as focused as my father,” the instilled values persist, as does the penchant for building strong relationships with a broad spectrum of influential, brilliant, and successful people. A year after his father’s death, the recession hit; Berggruen saw one third of his net worth disappear. More troubling, he didn’t seem to care all that much, at least about the hollow trappings of wealth. What he really cared about were the enduring, generational ideas around human nature, governance, and philosophy. Ultimately, he made the decision to take an active and prominent role in making the world a better place. Questions that first flooded his head in his younger days came rushing back, and his thirst for answers was renewed. Only now, he needn’t ponder these questions by himself. Spending an increasing amount of time in LA, Berggruen would convene regularly with like-minded academics at the Peninsula Hotel (where he was living at the time), and the topic would settle on some aspect of improving the state of the world—whether on the scale of city, state, country, continent, or planet. These brainstorming sessions germinated into the Think Long Committee for California, an ad hoc think tank that counted Eli Broad, Eric Schmidt, and Condoleezza Rice among its members. The meetings produced a bill to reform California’s century-old referendum system. Berggruen was standing next to Governor Jerry Brown when he ceremoniously signed the bill into law the following year. Founded in 2010, the Berggruen Institute includes the Berggruen Governance Center and the Berggruen Philosophy and Culture Center, the 21st Century Council, The Berggruen Prize, and The WorldPost.
Berggruen’s coterie of thinkers, leaders, and entrepreneurs extends deep in expertise and wide in cultural diversity. Several members of the Institute’s 21st Century Council have served as heads of state, including former British Prime Minister Tony Blair, former German Chancellor Gerhard Schröder, former French President Nicolas Sarkozy, former Brazilian President Fernando Henrique Cardoso, and former Chilean President Ricardo Lagos. Other members of the 21st Century Council include Jack Dorsey, Elon Musk, Jeff Skoll, and Patrick Soon-Shiong. The L.A. Committee and the Council for the Future of Europe are two other arms of the Institute’s Governance Group. The L.A. Committee, focused on governmental and civic efficiencies of Greater Los Angeles, has enlisted the participation of local business and civic leaders such as Frank Gehry, Janet Clayton, Cindy Miscikowski, Dominic Ng, Evan Spiegel, and Zev Yaroslavsky to propose forward-thinking solutions to the city’s most pressing and enduring issues. In December 2016, the renowned philosopher Charles Taylor was named the first recipient of The Berggruen Prize, an annual award of $1M given by the Philosophy and Culture Center to an individual “whose ideas have helped us find direction, wisdom, and improved self-understanding in a world being rapidly transformed by profound social, technological, political, cultural, and economic change,” according to the Institute’s website.
ALL THE IDEAS THAT HAVE CHANGED THE WORLD WERE NOT POPULAR AT THE TIME THEY WERE INTRODUCED. REVOLUTIONARY THINKERS WERE PERSECUTED DURING THEIR LIVES.
Philanthropy Art & Culture - Visionary of the Year: Nicholas Berggruen
Taking a Measured Approach
History is a wise teacher; Berggruen knows this. And enduring, consistent results are not achieved overnight. Just like new verticals in commerce, revolutionary ideas are seldom embraced overnight. Over time, though, the best find their place and evolve based on the intrinsic value added to society. “All the ideas that have changed the world were not popular at the time they were introduced. Revolutionary thinkers were persecuted during their lives,” he points out, offering Socrates, Jesus, Confucius, and Machiavelli as primary examples from an array of cultures. “My role at the Institute is actually quite elementary,” he says straightforwardly. “Helping people think and generating valuable ideas. To make sure the Institute comes up with something of value. Not this minute or tomorrow. Sometimes you have to be patient. We invest without the promise of immediate returns.”
PHILANTHROPY, ART, & CULTURE
Political Climate Change
Having traveled extensively throughout his life, there are few countries in the world Berggruen has yet to visit; he estimates the number to be around 20. Whether he’s meeting with high-level dignitaries or interacting with common people in the streets, Berggruen finds the lessons to be absorbed from different cultures particularly enlightening. On the world stage, Berggruen admires Canadian Prime Minister Justin Trudeau and French President Emmanuel Macron for their efforts to change the governance of their respective countries for the better. Certain topics, he believes, are ideal for bringing together world leaders for the purpose of informing and gleaning knowledge from different perspectives in the name of solving a shared problem or concern. “Climate is an area where you can put people and cultures together who would not normally be together under shared goals,” he says. As always, history will provide proper perspective on the implications of current policy decisions that favor a path other than partnership. The only constant is change. “Our democratic systems have worked well but, you know, seem to be fraying a little bit,” he acknowledges. “Democracy today has to work for hundreds of millions of people
1. The plans for the Berggruen Institute Campus, housed atop the Santa Monica Mountains, will preserve over 90% of the 447-acre site as open space 2. From a 250-seat to a 137,000-square-foot lecture hall, the campus will accommodate 26 Scholars-in-Residence and 14 Visiting Scholars Units 3. (L to R) Eric Schmidt, Evan Spiegel, Miranda Kerr, Governor Jerry Brown, Nicolas Berggruen 4. Berggruen with Arianna Huffington at the launch of The WorldPost in 2014 5. Berggruen with Sean and Alexandra Parker
in this country, where they all have a voice.” Social media is the straw that stirs the increasingly volatile cocktail of media and politics. “People have been ‘dis-intimidated’ by social media,” he adds, manufacturing an appropriate non-word to describe the ubiquity of everything from antagonistic trolling to the creation and dissemination (and even celebration) of fake news. “How do you restore a system that has worked [and do it] in a modern way?” he posits. “That means new thinking, new ideas. That’s never going to be comfortable.” Living His Legacy
The Berggruen Institute has been called a “mini-Davos” for its convergence of forward thinkers culled from around the world. Berggruen considers himself lucky that the currency of ideas allows him to engage with so many brilliant people. He’s not entirely sure how to define his success, as so much of his work is focused on long-term, big-picture concepts. “I don’t care much about legacy,” he says, redirecting focus back to the present. “I care that we can get some things done while I have the energy and I’m here.” After turning 50, Berggruen’s paternal instincts began to kick in. While he’d had girlfriends over the years, the idea of marriage never appealed to him. So, in a distinctively modern melding of nature and science, he fathered two children, Olympia and Alexander, through a single egg donor and two separate surrogates. The siblings, born three weeks apart, are now nearly two years old. For a man with an insatiable appetite for rumination, it’s no surprise to learn Berggruen’s final act each night before retiring to bed. “I think,” he says simply, repeating the phrase like a mantra. Does he ponder the direction the world is heading on a granular, day-to-day scale? Does he wonder about the world his children will inherit after he’s gone? Is he having a fantastical brainstorm of how to further his concerted, cross-cultural effort to bring the world to a greater state of simpatico? Only he, and tomorrow, know for sure. In any event, Nicolas Berggruen has an unobstructed view of the future, and he’s in prime position to drive the city—and humankind— into the rarefied air of possibilities. end
Philanthropy Art & Culture - Visionary of the Year: Nicholas Berggruen
CSQ FALL 2017
PRESENTING THE 2017 CSQ PHILANTHROPY 100: OUR 5TH ANNUAL LIST OF THE 100 REGIONAL CHARITIES, FOUNDATIONS, AND PHILANTHROPIES YOU SHOULD KNOW
The importance – nay, necessity – of charity has never been more evident to us at CSQ. Environmental turmoil and trying times for democracies around the world lead us to think of our 2017 Visionary of the Year Nicolas Berggruen who notes that issues such as climate change can unite strangers on polar opposite ends of the globe. In this spirit of camraderie and community we have been dedicating one of our four annual editions to Philanthropy, Art, & Culture every year since 2011. In 2013 we launched our list of the 100 charities, foundations, and philanthropies you should know, calling it the Philanthropy 100. For the fifth year in a row it is an honor for us to shine a light on some of the many organizations – old and new, big and small – that deserve a pat on the back or a tip of the cap. So, with that said, we are excited to formally introduce the 2017 Philanthropy 100.
PHIL 100 - Opening Page
Five Time PHIL 100 Honoree
Arts, Culture, Humanities
Featured Elsewhere In This Issue
Charity Navigator 4 Star Rating
Research and Public Policy
PHILANTHROPY, ART, & CULTURE
826 LA Los Angeles Provides a variety of free programming for students ages 6-18, designed to challenge and enchant while strengthening writing skills. 826la.org
A NOISE WITHIN Pasadena The award-winning resident company practices a rotating repertory model at their state-of-the-art, 283seat performing space and were recently named “one of the nation’s premier classical repertory companies” by The Huffington Post. anoisewithin.org
ALZHEIMER’S GREATER LOS ANGELES Los Angeles
ANTHONY & JEANNE PRITZKER FAMILY FOUNDATION Los Angeles
The only full-service, dementia-focused nonprofit with 36 years’ experience and 5 locations serving Greater Los Angeles and the Inland Empire meaning all proceeds stay local, providing free programs and services. LEADERSHIP President & CEO Heather Cooper Ortner MISSION Improving the lives of local families affected by Alzheimer’s/dementia by increasing awareness, delivering effective programs/services, providing compassionate support, and advocating for quality care and a cure. FOUNDED 1980 ‘16 REVENUE $6M CONTACT Melissa Goldman, firstname.lastname@example.org alzgla.org
In 2014 the foundation launched the Pritzker Foster Care Initiative to highlight its commitment to supporting transition age foster youth and the families that care for them. ajpff.org
AVIVA FAMILY & CHILDREN’S SERVICES Los Angeles As one of only twelve agencies in Los Angeles County to receive the Human Rights Campaign Seal of Recognition, Aviva proudly supports and serves LGBTQ youth and families. LEADERSHIP President and CEO Regina Bette MISSION Every child and every family in the Los Angeles community deserves the chance for a brighter future. FOUNDED 1918 ‘16 REVENUE $18.8M CONTACT Erin Pierik, email@example.com avivacenter.org PHIL FACT
A PLACE CALLED HOME South Los Angeles Nearly 2,500 volunteers help serve up to 1,000 youth ages 6-12 each year, graduating over 90% of their high school seniors. apch.org
AMERICAN RED CROSS Los Angeles THE AHMANSON FOUNDATION Beverly Hills The 10th largest foundation in Los Angeles, the Ahmanson Foundation awarded $49.1M in grants in 2016. theahmansonfoundation.org
From 2010 to 2015 the foundation awarded 2,585 grants to 1,506 recipients valued at $332.9M. annenberg.org
CSQ FALL 2017
Gerry Morton, CEO, EnergyFirst Tim Greenleaf, Managing Director, Fairmont Capital Steven M. Craig, President, Craig Welding Supply Co. CONTACT Victor Zuniga, victor. firstname.lastname@example.org glaacbsa.org
Serves more than 88 cities and is comprised of five Red Cross chapters. redcross.org
The 2016 class featured 580 Eagle Scouts LEADERSHIP Council Scout Executive Jeff Hunt MISSION To prepare young people to make ethical and moral choices over their lifetimes by instilling in them the values of the Scout Oath and Law. FOUNDED 1915 ‘16 REVENUE $15.2M NEWS AND HIGHLIGHTS 19,000+ registered youth members 37,116 total youth served 10,072 trained adult volunteers 169,591 community service hours 24,884 Merit Badges 719 partnerships PHIL FACT
ANNENBERG FOUNDATION Century City
BOY SCOUTS OF AMERICA, GREATER LA AREA COUNCIL Los Angeles
BLIND CHILDREN’S CENTER Los Angeles Founded in 1938 by Delta Gamma alumnae, the Blind Children’s Center serves 100 students and 500 family members each year. blindchildrenscenter.org
BOYS & GIRLS CLUBS OF METRO LA Los Angeles Founded in December 2015 to increase efficiencies and strengthen services to urban communities in need. LEADERSHIP CEO Calvin L. Lyons MISSION To enable all young people, especially those who need us most, to reach their full potential as productive, caring, responsible citizens. FOUNDED 2015 ‘16 REVENUE $3.2M CONTACT Kimberly Washington email@example.com bgcmla.org PHIL FACT
NEWS AND HIGHLIGHTS
Awarded $4M investment over 5 years from the City of LA Housing and Community Investment Department. Bank of America selected Bresee as one of two Neighborhood Builders Award recipients in the LA market, investing $200,000 over two years. Was one of four groups selected nationally by Best Buy to open a state-of-the-art Teen Tech Center. BOARD MEMBERS
Craig Beatty, Partner, KPMG Michael Lee, Portfolio Manager & Founder, Hypotenuse Capital Management, LLC Ashley Fontanetta, Vice President, Philanthropic Services, Whittier Trust CONTACT Katherine Jumbe, firstname.lastname@example.org bresee.org
CALIFORNIA ENDOWMENT Downtown Los Angeles The Endowment is seven years into its 10-year, $1B Building Healthy Communities Plan. calendow.org
The largest nonprofit provider of children’s mental health services serving primarily Ventura and Santa Barbara Counties also serving children from across California who are placed at Casa Pacifica. LEADERSHIP CEO Steven Elson, Ph.D. MISSION Casa Pacifica provides hope and help for abused, neglected, and at-risk children and their families. FOUNDED 1988 ‘16 REVENUE $32.6M CONTACT Carrie Hughes, email@example.com casapacifica.org PHIL FACT
CALIFORNIA COMMUNITY FOUNDATION Los Angeles
Awarded $83,255 in college scholarships to 48 alumni and provided $60,000 in paid internships to 55 high school interns in 2017. LEADERSHIP Executive Director Seth Eklund MISSION Committed to providing comprehensive after-school programs and family services that equip young people to pursue their education, achieve their full potential, and serve others.
PHILANTHROPY, ART, & CULTURE
CHASE FOUNDATION Calabasas Founded 25 years ago by Robin and Susan Richards after their son Chase passed away at a very young age from cancer. LEADERSHIP President Robin Richards MISSION Helping hospitalized children be children. FOUNDED 1992 REVENUE $500,000 PHIL FACT
NEWS AND HIGHLIGHTS
Continue to provide families with critical child life services through our Chase Child Life Programs.
In October of 2015, CCF announced a $1B funding commitment to LA County nonprofit organizations over the next decade. calfund.org
During the 2016 fiscal year, they delivered 850,000 services to almost 100,000 individuals, most of whom were women and children. catholiccharities.org
CASA PACIFICA Camarillo
BRESEE FOUNDATION Los Angeles
CATHOLIC CHARITIES OF LOS ANGELES Los Angeles
CAST Los Angeles In 2016 alone, CAST provided 6,194 legal services, 6,782 social services, and granted 88 T-VISAs. castla.org
Thomas A. Heymann Michael S. Levine, MD Stuart Siegel, MD CONTACT Jay Marks, firstname.lastname@example.org chasefoundation.org
PHIL 100 American Red Cross
HELP LOS ANGELES PREPARE FOR AND RESPOND TO DISASTERS BIG AND SMALL.
Find out how at redcrossla.org.
CONRAD N. HILTON FOUNDATION Agoura Hills
ENTERTAINMENT INDUSTRY FOUNDATION Century City
GOODWILL SOUTHERN CALIFORNIA Los Angeles
Established as a philanthropic trust in 1944, the foundation continues to be guided by its founder’s mandate to “relieve the suffering of the distressed and the destitute.” hiltonfoundation.org
Founded in 1942, the EIF has raised more than $1B to support medical research, enhance education, eradicate childhood hunger, and encourage community service and volunteerism. eifoundation.org
CHILDREN’S HOSPITAL LOS ANGELES Los Angeles
COVENANT HOUSE CALIFORNIA Hollywood
THE ELI AND EDYTHE BROAD FOUNDATION Century City
Provides more than $232.6M in community benefits annually to children and their families. chla.org
Now serving 1,800 youth a year, CHC has served over 186,000 homeless youth since they opened their doors. covenanthousecalifornia.org
In 2015 the economic output and fiscal impact of Goodwill Southern California was $525M. LEADERSHIP President & CEO Patrick McClenahan MISSION To serve individuals with disabilities and vocational disadvantages by providing education, training, work experience, and job placement services. FOUNDED 1916 ‘16 REVENUE $216M (national) CONTACT Marla Eby, email@example.com goodwillsocal.org
CHRYSALIS Santa Monica
DAVID BOHNETT FOUNDATION Beverly Hills
CHILDREN’S BUREAU Los Angeles For every $1 spent on prevention, $4 to $9 is saved in future public spending. all4kids.org
In 2016 more than 400 clients a day received services at one of their three centers and 2,350 secured employment. changelives.org
CITY OF HOPE Duarte Founded in 1913, City of Hope is one of only 48 comprehensive cancer centers in the nation. cityofhope.org
PHILANTHROPY, ART, & CULTURE
Has given more than $100M to nonprofit organizations that support LGBT rights, gun violence prevention, bicycling in LA, and the arts. bohnettfoundation.org
DOWNTOWN WOMEN’S CENTER Downtown Los Angeles In 2016 the center served approximately 200 women a day, seven days a week. downtownwomenscenter.org
Over the course of their lives, the Broads have invested more than $4.1B in causes they support. broadfoundation.org
THE FIRST TEE OF LOS ANGELES Los Angeles Positively impacts over 100,000 young people in LA County through partnerships with elementary schools, after-school youth serving agencies, and local golf courses. thefirstteelosangeles.org
FOOD SHARE Oxnard There are 49 million people – including 16 million children – in the United State considered food insecure. foodshare.com
HABITAT FOR HUMANITY SAN FERNANDO/SANTA CLARITA VALLEYS Woodland Hills To date they have built more than 360 homes, placing them in the top 5% of Habitat affiliates nationwide. humanityca.org
HEART OF LOS ANGELES Los Angeles Founded in 1989, HOLA serves more than 2,300 children annually through structured academic, arts, and athletic programs across their four-building campus. heartofla.org
PHIL 100 Boys & GIrls Clubs of Metro LA
Make an impact on youths' lives today! For more information visit: www.bgcmla.org
IN HER SHOES INC. Long Beach
HIRSHBERG FOUNDATION FOR PANCREATIC CANCER RESEARCH Los Angeles Founded in 1997, the foundation is a nonprofit organization dedicated to advancing pancreatic cancer research, and providing information, resources, and support to pancreatic cancer patients and their families. pancreatic.org
InHerShoes was founded by answering the question, “What would you do if you were 1% more courageous?” inhershoesmvmt.org
ICM COMMUNITY PARTNERS FOUNDATION Los Angeles
INNER-CITY ARTS Los Angeles Under the guidance of teaching artists, students engage in visual and performing art forms and the children who attend develop collaboration, creativity, and critical thinking. inner-cityarts.org
Contribute financial support and resources to art education and social service programs that benefit the lives of youth. LEADERSHIP Chair Esther Newberg MISSION To provide guidance, manpower, and financial resources to the arts and social services organizations that enrich the lives of young people living in Los Angeles and New York City. FOUNDED 2013 ‘16 REVENUE N/A PHIL FACT
HOMEBOY INDUSTRIES Downtown Los Angeles Founded by members of the Dolores Mission Church and Father Greg Boyle in 1988 as “Jobs for a Future.” homeboyindustries.org
HOMELESS HEALTH CARE LOS ANGELES Los Angeles Provided services to over 200,000 people since 1985, including 200 who utilize their health care services weekly. hhcla.org
HOPE OF THE VALLEY RESCUE MISSION Granada Hills In 2017 they have provided 60,000 nights of shelter and 200,000 meals. hopeofthevalley.org
PHILANTHROPY, ART, & CULTURE
NEWS AND HIGHLIGHTS
Provided community grants to 8 organizations (5 in Los Angeles, 3 in New York City). Had company-wide volunteer day completing 20 different activities at over 15 organizations. BOARD MEMBERS
ICM Partners: Esther Newberg Hildy Gottlieb Robert Gibbs CONTACT Loni Drucker, firstname.lastname@example.org icmpartners.com
INSTITUTE OF NEURO INNOVATION Santa Monica INI is a nonprofit research and philanthropy organization focused on neuroscience technology and brain health. LEADERSHIP Founder & President Amir Vokshoor MISSION Dedicated to enhancing neurological function through research, innovation, and neuroscience education in order to optimize brain performance PHIL FACT
and recovery in those suffering from degeneration and injury. FOUNDED 2009 ‘16 REVENUE N/A NEWS AND HIGHLIGHTS
Over the past year, INI has expanded its research program to include clinical trials and IDEs, as well as an outreach program with a medical mission to Guatemala. We also fostered innovative collaborations with the successful launch of the Neurovella Brain Spa. BOARD MEMBERS
Paul Weiss, Ph.D., UCLA Professor of Nanoscience Kartik Ananth, MD, Neuropsychiatrist and Pain Management Specialist Tom Schnabel, Music Director at KCRW CONTACT Johny Tran, admin@ inifoundation.org inifoundation.org
PHIL 100 Chase Foundation
JEWISH COMMUNITY FOUNDATION OF LOS ANGELES Los Angeles
LOS ANGELES REGIONAL FOOD BANK Los Angeles
LIBRARY FOUNDATION LOS ANGELES Los Angeles
MY STUFF BAGS FOUNDATION Westlake Village
Manages assets of approximately $1.1B and has distributed $1B in grants over the past 25 years. jewishfoundationla.org
One billion meals provided since 1972. lafoodbank.org
Full STEAM Ahead – an LA Public Library program – provided almost 25,000 library patrons with free science, technology, engineering, art, and math workshops last year. lfla.org
LA MÁS Los Angeles
LA’S BEST Los Angeles
La Más is an urban design nonprofit that helps lower-income and underserved communities shape their future through policy and architecture. mas.la
MENTOR MATCHMAKER FOUNDATION Los Angeles
LOS ANGELES CONSERVANCY Los Angeles
LA84 FOUNDATION West Adams
Serves more than 25,000 children daily across 193 school sites in Los Angeles. lasbest.org
Dedicated to the fight against sex trafficking, Mentor Matchmaker helps survivors find career mentors and become successful, confident women in business. mentormatchmaker.com
MOVEMBER FOUNDATION Culver City
NEW WEST SYMPHONY Thousand Oaks
With the support of millions of Mo Bros and Mo Sistas from all over the world, Movember is working toward its vision of having an everlasting impact on the face of men’s health. movember.com
Provides outreach and educational opportunities for the communities it serves through its annual Symphonic Adventures concert programs for youth, its traveling Music Van, and its New West Symphony Harmony Project of Ventura. LEADERSHIP Executive Director Natalia Staneva MISSION Inspires passion for music through live performances that attract, engage, educate, and enrich our diverse audiences. FOUNDED 1995 ‘16 REVENUE $2.5M CONTACT Pamela Perkins-Dwyer, email@example.com newwestsymphony.org
Impacted more than 3 million youth in Southern California through more than 3,000 grants. la84.org
LOS ANGELES OIC Los Angeles
LANGE FOUNDATION Los Angeles
MY FRIEND’S PLACE Hollywood
LA OIC is the Los Angeles affiliate of a network of 60 Opportunities Industrialization Centers of America (OIC). laoic.org
Rescued over 27,000 cats, dogs, and horses from overcrowded public animal shelters since 1993. langefoundation.org
What began in 1978 as a handful of concerned citizens is now the largest group of its kind in the U.S. with 6,000 member households and hundreds of volunteers. laconservancy.org
PHILANTHROPY, ART, & CULTURE
Every year nearly 300,000 children enter foster care after being rescued from homes of abuse, neglect, or outright abandonment. mystuffbags.org
25 percent of former foster youth nationwide report that they had been homeless at least once within two-anda-half and four years of exiting the foster care system. myfriendsplace.org
THE FUTURE CAN WAIT
©2017 City of Hope
FOR THE FUTURE
PHIL 100 City of Hope
We are City of Hope doctors, advancing science that saves lives. We have performed more than 13,000 bone marrow and stem cell transplants to treat cancer, with a 12-year record of unparalleled survival rates. Our research has led to developing synthetic insulin and four of the most widely used cancer-fighting drugs. We are maximizing the potential of immunology and making precision medicine a reality. Bottom line, it’s not enough to promise future cures. We have to find them sooner. This is the passion that drives us every day. Find out more at CityofHope.org
NORTON SIMON FOUNDATION Pasadena A non-operating foundation, organized and operated for education and charitable purposes focused on the care, preservation, and public exhibition of its art collection. nortonsimonfoundation.org
RACE TO ERASE MS Los Angeles Have raised more than $36M and funded more than $24M in programs and research since 1999. erasems.org
SAN GABRIEL MISSION PLAYHOUSE San Gabriel Originally built in 1927, today the playhouse promotes the development of an artistic program that celebrates its diverse community. missionplayhouse.org
STANDWITHUS Los Angeles Ended this last academic year with over 850 programs hosted on North American College campuses, reaching over 100,000 students. standwithus.com
OPEN HEARTS FOUNDATION Malibu
REASON FOUNDATION Los Angeles
SCHOOL ON WHEELS, INC. Ventura
SUNDANCE INSTITUTE Los Angeles
A social impact accelerator that is committed to empowering emerging and growing nonprofit organizations. openheartsfoundation.org
Advances a free society by developing, applying, and promoting libertarian principles, including individual liberty, free markets, and the rule of law. reason.org
Approximately 2.5 million children are homeless annually in the United States. schoolonwheels.org
P.S. ARTS Los Angeles
RESCUE MISSION ALLIANCE Oxnard
SHANE’S INSPIRATION Sherman Oaks
SWIPE OUT HUNGER Los Angeles
P.S. Arts has grown from serving 285 students in one school to over 25,000 students in 57 underserved schools across Los Angeles. psarts.org
Provides housing for up to 411 homeless individuals and families nightly. erescuemission.org
Directly served nearly 40,000 students in over 150 schools through their social inclusion education program – Together, We Are Able. shanesinspiration.org
POINT FOUNDATION Los Angeles
SAFE PASSAGE Van Nuys
SPARK PROGRAM Los Angeles
TEAM RUBICON Los Angeles
One third of LGBTQ students seeking financial aid reported delaying attending due to affordability; 41.3 percent of those students cited lack of familial support as accounting for the lack of affordability. pointfoundation.org
Helping to break the cycle of domestic abuse by healing and empowering women and their children, enabling them to live new, safe, and productive lives. safepassageheals.org
Engages communities to provide career exploration and self-discovery opportunities that help middle school students understand, experience, and pursue what’s possible. sparkprogram.org
PHILANTHROPY, ART, & CULTURE
170 employees work out of Park City, Los Angeles, and New York City, providing 26 residential labs and grants exceeding $3M in support of 1,000 artists each year. sundance.org
Founded in 2009 on the campus of UCLA, Swipe Out Hunger has since handed out more than 1.4 million meals. swipehunger.org
Currently maintains a roster of 35,000-plus volunteers able to deploy throughout the United States. teamrubiconusa.org
TEDDY BEAR CANCER FOUNDATION Santa Barbara Empowers families living in Santa Barbara and Ventura counties that have a child with cancer by providing financial, educational, and emotional support. teddybearcancerfoundation.org
THE BROAD Downtown Los Angeles Opened in 2015, the 120,000-square-foot, $140M building is home to the 2,000 works of art in the Broad collection. thebroad.org
THE GUARDIANS OF THE LOS ANGELES JEWISH HOME Los Angeles Provides support to the LA Jewish Home, the largest single-source provider of senior care in Los Angeles. LEADERSHIP President & CEO Molly M. Forest MISSION Provide financial support for seniors of the Los Angeles Jewish community who are served by the Los Angeles Jewish Home, through residential and community-based programs. FOUNDED 1938 ‘16 REVENUE $1M PHIL FACT
THE ALS ASSOCIATION GOLDEN WEST CHAPTER Agoura Hills Supports victims of ALS and their loved ones in 31 counties throughout California and the state of Hawaii. alsa.org
THE DINNER PARTY Los Angeles A community of mostly 20- and 30-somethings who have each experienced significant loss. thedinnerparty.org
THE BAY FOUNDATION Santa Monica
THE GETTY FOUNDATION Los Angeles
75 percent of the Santa Monica Bay’s kelp forests have shrunk over the last 100 years. santamonicabay.org
Over the last 30 years the foundation awarded over 7,500 grants in more than 180 countries on all seven continents. getty.edu
NEWS AND HIGHLIGHTS
Entering our 80th year of supporting the LA Jewish Home. 2017 Poker Tournament raised over $115,000, a record for our annual tournaments. Guardians Speaker Series continues to sell out and features speakers like Josh Flagg and Mauricio Umansky. BOARD MEMBERS
THE BERGGRUEN INSTITUTE Los Angeles The institute was founded with a $500M endowment by CSQ Visionary of the Year Nicolas Berggruen. berggruen.org
CSQ FALL 2017
THE GOLDHIRSH FOUNDATION Los Angeles
Jeff Schlesinger Larry M. Schnaid Joshua P. Binder Ross Gerber CONTACT Jessi Cazary, firstname.lastname@example.org laguardians.org
Re-launched in 2012, the Goldhirsh Foundation conducts its grantmaking via the My LA2050 Grants Challenge. goldhirshfoundation.org
THE HAMMER MUSEUM Westwood
THE MIDNIGHT MISSION Los Angeles
THE PAINTED TURTLE Santa Monica
THE WALLIS Beverly Hills
As part of their “free for good” philosophy, all activities at the Hammer have been free to the public since 2014. LEADERSHIP Museum Director Ann Philbin MISSION The Hammer Museum at UCLA believes in the promise of art and ideas to illuminate our lives and build a more just world. FOUNDED 1990 ‘16 REVENUE $39.9M CONTACT Hannah Howe, email@example.com hammer.ucla.edu
Founded in 1914, the mission offers paths to self-sufficiency for men, women, and children who are homeless. midnightmission.org
A member of Paul Newman’s SeriousFun Camps, The Painted Turtle has served over 51,000 children since 2004. thepaintedturtle.org
THE MR. HOLLAND’S OPUS FOUNDATION Studio City
THE PARTNERSHIP FOR LA SCHOOLS Los Angeles
Have worked with 1,490 school music programs and donated $20M worth of musical instruments nationwide. mhopus.org
The Wallis is a breathtaking 70,000-square-foot venue designed by Zoltan E. Pali, restoring the original 1933 Beverly Hills Post Office. LEADERSHIP Managing Director Rachel Fine MISSION To create, present, and celebrate unique performing arts events and education programs that reflect the rich cultural diversity of our community. FOUNDED 2103 CONTACT Development team or visit thewallis.org/support thewallis.org
THE MUSIC CENTER Downtown Los Angeles
THE TREVOR PROJECT Los Angeles
The Music Center manages more than 4,500 events and activities on its campus, which includes four theatres, an outdoor Plaza, and Grand Park. LEADERSHIP President & CEO Rachel S. Moore MISSION To transform lives through the arts and serve in a leadership role as it redefines the performing arts in the 21st century and beyond and honors and responds to the unique and diverse voices and interests of the people and communities of Los Angeles and Southern California. FOUNDED 1964 ‘16 REVENUE $53.5M CONTACT Valentine Gelman, firstname.lastname@example.org musiccenter.org
THE HARMONY PROJECT Los Angeles Utilize music education to engage 2,500 children from underprivileged communities throughout Los Angeles. harmony-project.org
THE HEART FOUNDATION Los Angeles Heart disease is the number one cause of death for both men and women in the United States. theheartfoundation.org
PHILANTHROPY, ART, & CULTURE
Launched in 2007 as a collaboration between LAUSD, the City of Los Angeles, and founding donors Richard and Melanie Lundquist. partnershipla.org
The nation’s leading crisis intervention and suicide prevention organization focused on stopping suicide among LGBTQ youth. thetrevorproject.org
TODAY, I’M BRAVE Los Angeles Founded by David&Goliath Founder and Chairman David Angelo, Today, I’m Brave is a socially driven experiment, encouraging people to conquer their fears. todayimbrave.com
Let’s face it… Alzheimer’s is tough
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Let’s face it… together PHIL 100 Alzheimer’s
24/7 844.HELP.ALZ | alzgla.org
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call for help | donate | get involved
We provide free programs and services to individuals & families. Look for our
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…including the Inland Empire & south Ventura County
TWO BIT CIRCUS FOUNDATION Gardena Provides a stealth approach to build interest in STEAM through robots, lasers, and fire to help inspire the next generation of inventors. LEADERSHIP Executive Director Dr. Leah Hanes MISSION Provides a full stack replacement for the science fair. No rules, no direction, lots of creativity, and challenges make for an exciting way to inspire the next generation of inventors. FOUNDED 2004 ‘16 REVENUE $680,000 PHIL FACT
TWO WINGS Los Angeles An estimated 100,000 to 300,000 children are sold for sex each year in the United States. withtwowings.org
W.M. KECK FOUNDATION Los Angeles
URM provides comprehensive emergency and longterm recovery services to our guests to help them escape the dangerous streets of Skid Row and transition from homelessness to independent living. urm.org
UNITED FRIENDS OF THE CHILDREN Los Angeles
Has been an integral part of the Los Angeles foster care community since being founded by Nancy M. Daly in 1979. unitedfriends.org
Founded in 1954 by William Myron Keck, the founder of The Superior Oil Company. wmkeck.org
WOLF CONNECTION Acton An educational sanctuary that brings people together through direct relationship with rescued wolves for the purpose of empowering the next generation to become authentic leaders and stewards of the earth. wolfconnection.org
VALLEY CULTURAL CENTER Woodland Hills
YOUTH BUSINESS ALLIANCE El Segundo
Founded in 1975 to assist the LA City Department of Recreation & Arts in the San Fernando Valley, VCC has hosted Concerts in the Park for more than 40 years. valleycultural.org
PHILANTHROPY, ART, & CULTURE
Globally, Variety The Children’s Charity is comprised of 43 chapters in 13 countries, raising over $1.7B to assist children with special needs. varietysocal.org
UNION RESCUE MISSION Downtown Los Angeles
PHIL 100 - Stats
VARIETY THE CHILDREN’S CHARITY Los Angeles
This year YBA will serve 400 disadvantaged students in 20 high schools. Each student will receive 60 hours of curriculum, meet 30 guest speakers, and attend 2 field trips. youthbizalliance.com
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Philanthropy 100 2017 & 2018 Event Calendar
A sampling of upcoming events in support of and benefiting organizations in the 2017 PHIL 100. Consider showing your support and enjoying a night (or two) out on the town
October 12, 2017 Bresee Foundation Bids for Kids Dinner Gala Taglyan Complex
December 13, 2017 Guardians of the Los Angeles Jewish Home 2017 Real Estate Event Beverly Wilshire Hotel
October 14, 2017 Hammer Museum Gala in the Garden Hammer Museum October 29, 2017 Alzheimer’s Greater Los Angeles walk4ALZ® Century City November 9, 2017 Alzheimer’s Greater Los Angeles Visionary Women’s Luncheon Riviera Country Club
January 27, 2018 New West Symphony Tchaikovsky Pathetique by Emmy Award-winner Bruce Broughton Barnum Hall in Santa Monica
November 17-18, 2017 Two Bit Circus Foundation STEAM Carnival at Fab Science Awards Barker Hanger November 18, 2017 New West Symphony Celebrating Leonard Bernstein with Hollywood Bowl Conductor John Mauceri Thousand Oaks Civic Arts Plaza November 19, 2017 New West Symphony Celebrating Leonard Bernstein with Hollywood Bowl Conductor John Mauceri Oxnard Performing Arts Center
PHILANTHROPY, ART, & CULTURE
April 28, 2018 Boy Scouts of America, Greater Los Angeles Area Council Wind Under their Wings Luncheon Honoring Eagle Scout Moms San Gabriel Country Club
PHIL 100 - Calendar
November 11, 2017 Institute for Neuro Innovation Foundation Disruption – INI’s 9th Annual Gala Boulevard3
December 7, 2017 The Music Center Winter Soiree Dorothy Chandler Pavilion
January 28, 2018 New West Symphony Tchaikovsky Pathetique by Emmy Award-winner Bruce Broughton Oxnard Performing Arts Center
April 26, 2018 Boy Scouts of America, Greater Los Angeles Area Council Eagle Banquet Honoring the 2017 Class of Eagle Scouts Venue TBA
January 31, 2018 Boy Scouts of America, Greater Los Angeles Area Council Annual Dinner and Silver Beaver Awards Venue TBA March 2018 Two Bit Circus Foundation Opening of the Two Bit Circus Micro Amusement with a Secret Inventor’s Lab for the Foundation Downtown Los Angeles March 29, 2018 Guardians of the Los Angeles Jewish Home 23rd Annual Poker Tournament Hollywood Park Casino April 14, 2018 Bresee Foundation Annual I Believe in Her Luncheon Private San Marino Residence April 26, 2018 AVIVA Family & Children’s Services The “A” Gala Four Seasons Los Angeles at Beverly Hills
May 9, 2018 Alzheimer’s Greater Los Angeles An Unforgettable Evening Private Santa Monica Residence June 2018 Hammer Museum Fourth Made in L.A. biennial Hammer Museum June 1, 2018 Casa Pacifica 5th Annual Yummie Top Chef Dinner Cal State University, Channel Islands June 2, 2018 Boy Scouts of America, Greater Los Angeles Area Council Program Kickoff June 3, 2018 Casa Pacifica 25th Anniversary Wine, Food & Brew Festival California State University Channel Islands June 5, 2018 The Music Center Spotlight 30th Anniversary Grand Finale Performance Walt Disney Concert Hall
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92 New York Minute 94 C-Suite Retreats 96 Golf Getaway 100 Seasonal Getaways 102 Going Global
Castello di Casole (p.102), a 4,200-acre property that houses 41 hotel suites and offers fractional and whole residence ownership, has a deeply rooted agricultural history in Tuscany, dating back more than 5,000 years. Today, the property has more than 100 acres of organic vineyards and 13 distinct plots that include Cabernet, Sangiovese, Merlot and Petit Verdot varietals and hundred-yearold olive groves.
Destinations - Cover Page
CSQ FALL 2017
New York Minute
New York City’s fall offerings include an architectural wonder inside the Seagram Building, a Manhattan staple reopening after a $30M renovation, and another can’t-miss boutique hotel in SoHo
THE ARLO HOTEL
The Seagram Building, Midtown
delivered by captains in Tom Ford tuxedos—designed especially for the restaurant—and tableware inspired by the JFK-era white house. The restaurant pays respect to the building whenever possible, boasting a selection of art from 1958, the year the Seagram Building was built, including original pieces by Miro, Calder, and Twombly. While a fair amount of tlc was afforded to the space itself—it is the only restaurant located inside one of New York City’s 117 interior landmarks—the food itself is the true star. Open for lunch and dinner, the evening’s menu boasts a daily fresh crustacean, timeless appetizers including a steak and anchovy tartare, and a large selection of steaks and chops Fancy a little taste of home? Get the prime rib, spit roasted and deviled bone, served via trolley service. thegrillnewyork.com
Destinations - NY Minute The Grill, opened in May 2017, is the rebirth of the iconic grill room at the former Four Seasons restaurant. The space is mid-century midtown reimagined, with food
The Seagram Building, Midtown
Less than a thirty-minute walk from Wall Street, Arlo SoHo (winner of Best Guestroom Design and Best New Concept of the Year at the 2017 Ahead Awards and member of Fodor’s Best New Hotels of 2016 list) merge comfort and design while stressing community and making a stay feel much more communal than your typical Manhattan hotel. Guests are treated to Blind Barber bath products, a 24-hour market curated by Brooklyn-based indie food purveyor Mouth, and upscale Southern cuisine at Harold’s Meat + Three. arlohotels.com
The second phase of a landmark renovation of the Four Seasons restaurant, The Pool, opened in July 2017, caps a complete renewal of the revered modernist dining venue. Guests are greeted by a Paula Hayes sculpture upon entry and enjoy modern-classic knoll furnishing while seated under Alexander Calder’s enormous 1973 masterpiece 3 segments. Like its partner property, the food here is again the star as the meal is paced in three selections—raw selections, appetizers, and entrees. From the whole fish, broiled or slow-baked, to the chef’s choice of shared side dishes, chef Rich Torrisi designed a menu motivated by “purity and simplicity.” Unable to secure a reservation at the pool? Try the pool lounge (separate reservation system) where you can cozy up to a handmade bar crafted of mother of pearl. thepoolnewyork.com
Introducing C-Suite Retreats, a regular feature where we spotlight destinations—near and far— that offer the best in hospitality, dining, and entertainment for your corporate getaway. First stop? Panama City By Ben Bloch
Destinations - C-Suite Retreats THE LIST The American Trade Hotel acehotel.com/panama Donde José dondejose.com Madrigal andresmadrigal.com Red Frog Beach Island Resort redfrogbeach.com
Nestled between Costa Rica and Colombia and the coasts of the Caribbean Sea and Pacific Ocean, Panama City offers visitors diverse experiences—from great food and myriad business opportunities to nearby jungle excursions and seaside yoga retreats. Upon arrival, it’s difficult not to revel in the downtown skyline, with high-rise architecture that rivals the most modern metropolitan areas in the states. Located in Casco Viejo, “the old quarter,” the Palacio de las Garzas is the governmental office and home of President Juan Carlos Varela. Just a five-minute walk through town is The American Trade Hotel (pictured above). The hotel is unquestionably the centerpiece of Plaza Tomás Herrera and is centrally located, ensuring guests are walking distance from
the city’s finest dining, historical sights, and arts offerings—including the Panama Art Society. The recently renovated hotel boasts 50 rooms, balconies jutting out over the square, and a delightful mix of modern amenities mixed with old-world charm. The hotel is well suited for corporate retreats, able to host up 350 guests in the American Trade Hall as well as 4,100 square feet of conference rooms that can be divided into four smaller rooms or one large room, holding at most 250. For downtime in between meetings, the property features a lobby jazz-bar and cafe, rooftop pool with views of the city, and fitness center. Just outside the hotel is one of Panama’s best restaurants, Donde José. In an intimate space with seating for 16, Chef José Carles
pairs stories of his upbringing with traditional flavors of Panama, highlighting local spices and ingredients from indigenous farmers. At neighboring Madrigal, Michelin-starred Chef Andrés Madrigal serves up traditional fare and sumptuous dishes with local ingredients, changing the tasting menu daily. In town for business and planning to extend your trip? The Red Frog Beach Island Resort in Bocas Del Toro is a short flight and boat ride away. The resort, on Panama’s northern shores, features modern villas with private pools and views of the Caribbean. Guests will be met head on with a plethora of wildlife and water-based activities as well as seaside yoga, spa packages, and— of course—jungle zip-lining. end
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Stay & Play
OMNI LA COSTA RESORT & SPA
Located 30 minutes north of San Diego on the beautiful coastal foothills of Carlsbad, Omni La Costa Resort & Spa is one of the great Southern California retreats. From the second you step foot onto the stunning grounds, you will enjoy the serene setting and breathtaking views of the Batiquitos Lagoons as well as the well-manicured golf courses surrounding the resort. Omni La Costa Resort & Spa features more than 600 rooms, suites, and villas that are well appointed with luxury amenities and views. With 36 holes of phenomenal golf, out-of-this-world cuisine, tennis courts, a spa, and eight swimming pools—including family-friendly waterslides and splash pads in addition to the Edge adult pool—there is sure to be something for everyone at Omni La Costa Resort & Spa.
A trio of seaside resorts and their picture perfect golf courses designed for a cool Southern California fall By Ryan Byers
La Costa Golf offers its guests 36 holes of golf on a celebrated course that has welcomed the world’s best golfers: Tiger Woods, Jack Nicklaus, Gary Player, and Phil Mickelson to name a few. La Costa has hosted many historic PGA Tour and LPGA Tour events, most notably the Mercedes Championship as well as the WGC-Accenture Match Play Championship. The Champions Course is the only Dick Wilson–designed golf course in California. Wilson made sure to feature many subtle and wellplaced hazards and bunkers to present his guests a great challenge to enhance the beautiful and perfectly manicured golf course. Playing from the back tees will present great difficulty to even the scratch golfer, as the tree-lined course stretches out to just under 7,200 yards from these boxes. But Wilson
did a phenomenal job of taking into consideration the fairness to all levels of golfers, offering six different tee boxes, the shortest of which is only 4,350 yards. With its bent grass greens and Bermuda fairways, you are sure to feel like a pro when playing the Champions Course. Although the Champions Course receives the great majority of the recognition and accolades at La Costa, the Legends Course is not to be overlooked. Opened for play in 1965, this resort-style course is more forgiving but does not lack any beauty or attention to detail. Water is quite frequently in play, particularly with the picturesque San Marcos Creek weaving its way through the more generous fairways. Both courses are must plays while visiting the north San Diego community. omnihotels.com
Destinations - Golf Getaway: Stay & Play
Destinations - Golf Getaway: Stay & Play
THE RESORT AT PELICAN HILL
Located just a short drive south of Los Angeles, in Newport Beach, Pelican Hill is a world-class resort destination. When arriving on the property you will feel as if you traveled across the world to the Mediterranean. The 504-acre resort, which opened in 2008, is very elegantly laid out with a distinctly open, comfortable, yet classy feel. The centerpiece of the resort is the one-of-a-kind Coliseum pool. It is the largest circular pool in the world, which is surrounded with 18 of the most impressive poolside cabanas that you will find anywhere. There are 332 guest rooms, which include the amazing two-, three-, and even four-bedroom villas that all come with the finest amenities as well as ocean-view terraces. CSQ FALL 2017
With 36 spectacular holes designed by Tom Fazio, a luxurious clubhouse, excellent practice facility with PGA teaching professionals, a signature restaurant, and a dramatic layout with a breathtaking seaside backdrop, Pelican Hill Golf Club is one of the nation’s premier golf clubs. Fazio used the 400 picturesque acres of natural terrain on the coastal environment to design the esteemed Ocean South and Ocean North golf courses. The Ocean North Course features panoramic views from every hole, while the Ocean South Course takes you closest to the sea, with three holes directly on the coast. With ocean views from every hole on the course, you will sometimes find it hard to concentrate on your golf game, but at just less than 7,000 yards with many holes coming right up to the cliff’s edges, you must bring your “A” game if you want to post a
respectable score. The South Course is not as much of a test of your golf game, at under 6,600 yards from the tips, but the beauty of the course as it winds right down to the ocean’s edge might distract you from the task at hand. Take a moment to enjoy the beautiful coastline view before playing the par 3, 13th hole. Although it is a short 131-yard hole, the green is well protected with deep green-side bunkers and generally experiences a strong ocean breeze, creating a tough little short hole. Complete with a worldclass spa, two award-winning 18-hole championship golf courses, phenomenal dining options, a fitness center, and private beach access, there are many great reasons why Pelican Hill has received the “#1 Resort in The United States” ranking by the readers of leading luxury travel magazine Condé Nast Traveler.
Destinations - Golf Getaway: Stay & Play
BACARA RESORT & SPA AND SANDPIPER GOLF & COUNTRY CLUB
Located about an hour and a half north of Los Angeles, Sandpiper Golf & Country Club and Bacara Resort & Spa offer a first-class beach resort as well as a championship golf course set on the shores of the Pacific Ocean. Located just north of beautiful Santa Barbara in Goleta, Sandpiper Golf Course, designed by William F. Bell, opened for play in 1972. The scenery of the ocean and mountains is only the backdrop to the fabulous 18-hole golf course that stretches out over 7,100 yards from the championship tees. The links style layout offers rolling fairways, large putting greens that roll very fast,
and perfectly manicured grounds that make for a great golf experience. The signature par 3, 11th hole is 228 yards with a severely elevated tee box. You must choose your club wisely here because if you over-club and your golf ball carries over the large putting surface, you will end up on the sand, as the beach literally borders the 11th green and the 12th tee box. Sandpiper has found its way onto Golf Digest’s lists of TOP 25 Public Golf Courses in California, as well as Top 100 Public Golf Courses in the Nation, most recently in 2015/2016. With the perfect combination of beauty and challenge, it is no wonder that Sandpiper has played host to past PGA and LPGA Tours.
Located directly north of Sandpiper Golf Course, Bacara Resort & Spa is one of California’s most elite luxury resorts. The resort features 358 newly renovated rooms and suites offering endless vistas of ocean beauty. The 78-acre oceanfront property includes two miles of pristine natural beach, a 42,000-square-foot spa and fitness center, oceanfront dining, tennis courts, and even a wine tasting room. meritagecollection.com
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This winter’s quick getaway guide for Aspen, Colorado and Gstaad, Switzerland By Brittany Fuisz
Ski and Be Seen ASPEN, COLORADO
While the Colorado snow never disappoints, the nicest thing about a trip to Aspen is the diversity in offerings and activities—art, nightlife, spas, famous chefs, designer boutiques, and even Soul Cycle (for the New Year). There is no shortage of fun to be had in Aspen, especially if you stay at The Little Nell.
Destinations - Season Getaways: Ski & Be Seen
1. The Little Nell is situated in the heart of Aspen at the base of the mountain 2. A look inside the Nell’s private wine bar, Red Light Lounge 3. A view of the Swiss Alps from your room at Gstaad Palace 4. On approach to Gstaad Palace, tucked into the heart of the Swiss Alps
The Nell is one of Aspen’s most exclusive properties and the exclusivity begins when you are greeted at the airport by a Nell staffer in an Audi Q7 3.0T. Fancy a test drive? The cars are yours for up to a two-hour test drive during your stay. Recently-refreshed rooms offer comforts such as stone-clad gas log fireplaces, and complimentary fully stocked refreshment bars with locally made snacks. Ready to hit the snow? Changing into your ski boots has never been easier thanks to the ski concierge who does the dirty work for you. In a rush? Book a “First Tracks on Ajax” session that allows you to board the Silver Queen Gondola 45 minutes before it opens to the public. Element 47 is the Nell’s casual fine dining restaurant open for breakfast, lunch, and dinner with the latter paying homage to the state of Colorado and its seasons. From seafood to game meat, a terrific winter salad and made-fresh-daily Strozzapreti, there is something for every palate.
While dining, take advantage of the Nell’s wine program. Element 47 has graduated 10 of North America’s 150 Master Sommeliers including the property’s current Master Sommelier, Carlton McCoy. McCoy oversees the 20,000-plus wines in the cellar and also the Red Light Lounge, a private bar located in the cellar. Ajax Tavern , the more casual restaurant on property, is ideal for lunch while skiing or après-ski. Optimal for people watching, Ajax is home to comfort food like truff le fries, onion soup gratinée, a delicious moules marinière, and plentiful raw bar selections. In town on the weekend? On Fridays and weekends “Clicquot in the Snow” offers Veuve Clicquot cocktails and a DJ in the afternoon. Still not satisfied? Chair 9 is applauded as one of the best après-ski lounges in the country and promises live music and dancing daily.
Aspen Photos: Courtesy of The Little Nell
We f lew into Geneva, stayed the night at the Mandarin Oriental , and made our way by private car up through the mountains to Gstaad and our home for the next few days, Gstaad Palace. Originally built in 1913, it has been renovated multiple times and features a world-class spa, four restaurants, and a grand lobby with live music nightly. Rooms are furnished in classic Swiss style and offer expansive views of the mountains. Just a few meters from the hotel are high-end boutiques like Moncler, Hermes, Louis Vuitton and over half a dozen ski resorts from which to choose. After a trying day on the slopes (our weather did not cooperate to say the least), guests can recuperate in the 9,000-square-foot spa—home to eight treatment rooms, saunas, steam baths, and Olympic-sized pools. Though Gstaad is as picturesque as they come, there is little to no need to leave the Palace during your stay given your dining op-
This January, after longing to go for years, my mother and I decided to take a trip together to the tiny mountain (population 9,200) village perched in the Swiss Alps, two hours from Geneva.
tions. Good luck choosing between Le Grill, La Fromagerie , La Grand Restaurant , and GrandTerrace. Dinner at the Le Grill beckons to a bygone era. Oversized dinner menus lay in your lap as the three-piece band serenades the dining room while waiters in tuxedo jackets anticipate your every need. Once off the property, you must explore Wasserngrat . This very steep mountain features the private Eagle’s Club (offering reciprocal membership with Aspen Mountain Club) and the best public restaurant on the mountain, Wasserngrat Restaurant . Wrap yourself in sheep skin, indulge in a sizzling pot of fondue, try the meringues (a huge platter, mind you) and cream for dessert, and wash it down with a glass of wine. By the time your stay in Gstaad comes to an end, you will leave remembering its centuries-old European charm fondly and fully understanding the town motto: “Come up, slow down.”
Destinations - Season Getaways: Ski & Be Seen 2
4 CSQ FALL 2017
Though the countryside is worth the escape on its own, Tuscany offers Michelin-star dining, centuries old vineyards, and some rather unique real estate investment options By Joy Campbell
Your Tuscan Castle Awaits GOING GLOBAL
Destinations - Going Global: Italy
Once upon a time, there was a castle...which today is one of the most alluring and top luxury destinations in Tuscany, Castello di Casole—a signature development of Timbers Resorts. Five-star resort and luxury residences club Castello di Casole, a restored 10th-century castle-turned-41-suite boutique hotel, opened in July 2012 and has earned recognition from the readers of Travel + Leisure as the Best Resort in Europe and Best Hotel in Italy for five consecutive years. The hotel is set at the highest point of the historic 4,200-acre private estate, and for those 102
PHILANTHROPY, ART, & CULTURE
dreaming of a second home in Tuscany, the property also features luxury farmhouses and unique ownership opportunities. Your to-do list for an unforgettable journey at Castello di Casole? It should be “nothing,” since this experience is a truly rejuvenating cultural escape within an untouched corner of paradise. But if you really want to entertain yourself, plenty of fun and immersive activities await you and your family. After a long trip flying through Florence to Tuscany, you certainly cannot miss an appointment to pamper your body and renew your soul
1. A bird’s eye view of the Castello di Casole hotel, situated on 4,200 acres 2. The Essere spa 3. A sunset view from the Castello di Casole infinity pool 4. A farmhouse on the Castello property, a quintessentially European real estate opportunity
at the wellness centre - Essere Spa, originally the estate’s wine cellar and now one of the most dramatic spaces on the property. Barrel-vaulted ceilings and restored stone walls create a theatrical setting with a full spa menu using only local and organic ingredients.
Be sure to make a reservation for a pizza class at the Trattoria Pazzia—which appropriately means madness—for a fun and tasty experience guided by the charming Italian Pizza Chef Alessandro, who will teach you all the secrets of kneading and flipping the pizza dough and sliding it into the ancient wood-fired oven with more than 200 years in history. The Visconti Bar—dedicated to the filmmaker Luchino Visconti, who lived here—is the place for an Italian cocktail surrounded by the glamourous and sophisticated atmosphere of La Dolce Vita. It is a must to spend a day enjoying the stunning infinity pool while drinking a glass of Tuscan vino, accompanied by some prosciutto. Italy is about lifestyle—and this is it! The vastness of the estate offers the opportunity to take part in many outdoor activities around the property like a relaxing hiking or a more challenging biking tour. For real food lovers, get together with a professional Truffle Hunter and his dog and go find one of the most delicious treasures from the earth—black or, for luckiest, white truffle.
Destinations - Going Global: Italy
4 CSQ FALL 2017
OWNING ONE OF THE FARMS AT CASTELLO DI CASOLE CAN TRULY BECOME A CREATIVE EXPERIENCE 103
Destinations - Going Global: Italy 5
The fine dining restaurant TOSCA is where the creativity and passion of the very talented Executive Chef Daniele Sera will surprise and delight you, from the amuse bouche to the last final bite. His concept? “More substance than appearance,” even if any creation is a truly wonderful masterpiece, inviting you to devour it!
Perfectly located in the heart of Tuscany, 20 minutes west of Siena and 45 minutes from Florence, Castello di Casole is surrounded by many fascinating historical towns like San Gimignano which you really cannot miss. The village, sometimes called the “Medieval Manhattan” because of its towering stone skyline, is worth a visit. You will probably want to explore the town, but you may just be on a mission to find Gelateria Dondoli and try the best gelato, located in the main square—Piazza della Cisterna—just look for the line out the door. HOW TO BUY YOUR DREAM TUSCAN VILLA (STRESS FREE)
PHILANTHROPY, ART, & CULTURE
So, who didn’t dream at least once of escaping the busy daily routine and buying a dreamy Tuscan farmhouse upon a hill, surrounded only by the wild Mediterranean landscape—but with less cubism than the one imagined by Picasso in the mid-fifties—with breathtaking sunsets and colorful fields of sunflowers? If you really want your dream to come true, be very patient and aware that it will not be as easy and dreamy as you thought; many complications and surprises come up once you start dealing with the Italian bureaucracy.
5. The property’s homes come standard with world-class amenities and furnishings 6. The Castello di Casole crossroads, where mother nature brushes up against modern luxury 7. Castello di Casole’s culinary team has mastered the art of plating 8. Chef Daniele Sera oversees Ristorante Tosca, Pazzia Pizzeria, and Bar Visconti 9. Overlooking a handful of the 27 holes on the Castelfalfi property
Destinations - Going Global: Italy Timbers Resorts has found the way to make your dream a reality in a smoother way without undue stress. A leader in luxury real estate, Timbers Resorts is definitely a step ahead, always providing updates on any kind of opportunities on the market. Joining the Castello di Casole community offers you different options, including Italian second-home ownership or the newest and ultimate opportunity, farms. All around the property, 100- to 160-acre farms can be purchased, renovated, and customized completely to the owner’s exacting standards—with all the paperwork and contractor consulting handled by Timbers Resorts. “Owning one of these farms can truly become a creative experience for owners,” says Director of Real Estate Bret Robins. “The entitlements are already in place, the permitting we handle—they can just be creative and make the farm what they want it to be.” The farms include vineyards, olive groves, fruit orchards, and wheat fields, all situated around a luxury farmhouse that serves as a genuine escape from it all. “If you look out over the landscape of Castello di Casole, it looks very much as it did 300 years ago,” Bret adds. The fields, vineyards, and forests are important to preserve for this reason, and many of the entitlements determine what CSQ FALL 2017
these plots of land can be used for. Many of the owners delight in creating a vision for their land. “If we have an owner come to us, asking to increase the olive orchard on their land by 1 or 2 hectares, we have the flexibility to do that. As Arlene Sommer, a Castello di Casole owner, attests, “When we made the decision to purchase, Bret told me owning at Castello would change my life. He was right. Our richest family memories have been created at Castello. We would never have known the richness of having a home where we could bring our family and friends every year and indulge in the joys of our experience. It has exceeded our expectations in every way.” castellodicasole.com
AND IF YOU WANT TO GOLF... A new star is shining in the luxury hospitality sky in Italy. “Il Castelfalfi—TUI Blue Selection,” TUI Group’s new hotel brand, opened its first 5-star hotel in Tuscany. The hotel features 120 rooms and suites, designed in a very modern way using only traditional materials from the Tuscan region. The hotel has recently been accepted as a member of Preferred Hotels & Resorts and is being added to the LVX Collection. Exceptional services and experiences await at this new gem of a hotel nestled into a large Taste some excellent wines produced on property before dining at restaurant Il Rosmarino or in the Medieval castle that houses La Rocca di Castelfalfi, a gourmet restaurant surrounded by an Italian garden with a stunning terrace ideal for celebrating the sunset. Take an after-dinner stroll and enjoy the ancient atmosphere of the Medieval village. To complete the experience, take advantage of a unique space to nourish the body and soul, the 10,000-squarefoot wellness center with an indooroutdoor pool, relaxation area, and treatment rooms surrounded by an outstanding landscape. The 2,700-acre estate in an 800-year-old Medieval village also include a 27-hole golf course, the largest course in Tuscany. castelfalfi.com
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HOW SOCIAL MEDIA IS INFLUENCING OUR CULTURE
DOING WELL BY DOING GOOD
C-Suite Media is an executive leadership publisher and does not recommend or endorse investment, legal, insurance, or tax advisors. The listing of any firm in the CSQ Advisory Program does not constitute a recommendation or endorsement by CSQ magazine of any such firm and is not based upon CSQ magazineâ€™s experience with or prior dealing with any advisor. The information presented for each advisor is the sole responsibility of the advisor. CSQ makes no representation or warranty as to the accuracy or completeness of such information, assumes no liability for any inaccuracies or omissions therein, and disclaims responsibility for the suitability of any particular investment recommendation or strategy for any person. Nothing contained in CSQ magazine constitutes or should be construed as any form of investment, legal, insurance, or tax advice or as a recommendation to buy, sell, hold, or trade any securities, financial instruments, or assets. Readers are advised to consult their legal, financial, insurance, and tax advisors prior to making any investment or pursuing any investment strategy.
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BRIAN A. SIDMAN & MICHAEL PACKMAN
Founder & CCS Go Be Social Media
Principals Keystone National Properties
ANALYZING THE NEWLY ARRIVED FINANCIAL REPORTING STANDARDS
One of the more demanding and time-consuming aspects of overseeing a not-for-profit organization is the requisite annual financial statements provided to donors, grantors, creditors, governing boards, and other stakeholders. The purpose of this financial reporting is to present a clear picture of a not-for-profit’s liquidity, financial performance, and cash flows—in other words, to communicate if the organization is in sound or poor financial condition. The reporting model from the Financial Accounting Standards Board (FASB) has been in place for more than 20 years. During that time, not-for-profits have used different methods of conveying their financial results because the existing Generally Accepted Accounting Principles (GAAP) did not establish a specific way of reporting operating performance. Enter Accounting Standards Update ASU2016-14. Issued in 2016, Presentation of Financial Statements of Not-for-Profit Entities establishes a new, uniform protocol for classifying net assets and preparing financial statements. The provisions of the update are effective for annual financial statements issued for fiscal years beginning after December 15, 2017, and for interim periods within fiscal years beginning after December 15, 2018. This is just the first part of a two-phase project that will require greater specificity in the way not-for-profit organization financials are reported.
MORE DETAILED INFORMATION IMPROVES TRANSPARENCY
ASU-2016-14 runs more than 250 pages. But it is really not as imposing as it may seem. And it’s an update, not a complete overhaul. At a time when calls for greater transparency in financial reporting are at an all-time high, the new standard is long overdue for many financial statement users. Here are some of the key changes:
SCOTT M. SACHS, CPA Office Managing Partner – Los Angeles Executive Board Member CohnReznick LLP Los Angeles, CA
C-Suite Advisory - [Accounting] Scott M. Sachs CPA CohnReznick LLP
Mr. Sachs’ career includes significant experience in both initial and secondary public offerings, debt and equity financing, and acquisition and divestiture analysis. He is actively involved in such organizations as the Boys & Girls Club of the West Valley, the Los Angeles Jewish Home, the Girl Scout Council, The Entrepreneurship Institute, and Junior Achievement. Sachs is also a member of the Ernst & Young LLP Alumni Association of Southern California board of directors. A graduate of the University of California at Berkeley, Sachs is a member of Certified Public Accountants and the California Society of Public Accountants.
ADDRESS 1900 Avenue of the Stars 28th Floor Los Angeles, CA 90067
ATTENTION NONPROFIT EXECUTIVES
IN WHAT MAY BE AMONG THE MOST CHALLENGING AMONG THE NEWLY REQUIRED DISCLOSURES, NOT-FOR-PROFITS ARE NOW REQUIRED TO PROVIDE BOTH QUANTITATIVE AND QUALITATIVE INFORMATION RELATIVE TO LIQUIDITY RISK AND MANAGEMENT OF LIQUID RESOURCES.
1. Improved disclosure and presentation of net asset classes
the availability of financial assets to meet cash needs for general expenditures within one year of the statement of financial position date.
Three classes of net assets will be reduced to two: net assets without donor restrictions and net assets with donor restrictions. Organizations will still need to disclose the nature and amounts of all donor-imposed restrictions but will also have to disclose the amounts and purpose of all board-designated net assets. 2. Enhanced information on liquidity and availability of financial resources
In what may be among the most challenging among the newly required disclosures, notfor-profits are now required to provide both quantitative and qualitative information relative to liquidity risk and management of liquid resources. This information will communicate
NEXT STEPS: PLANNING IS KEY
CohnReznick has been preparing our not-forprofit clients for ASU-2016-14 since it was first 3. Greater detail on expenses and expense announced last year. With the compliance deadallocation line fast approaching, not-for-profit executives All organizations will be required to present who have not done so already should educate expenses by function and by natural classi- their organizationsâ€™ board members, bankers, fication. This information must be shown in donors, and other stakeholders about the new one location within the financial statement or standard and its enhanced reporting requireits notes and it must include qualitative dis- ments. closures about the methods used to allocate Within the organization, financial execucosts among program and support functions. tives and others should develop a comprehensive implementation strategy that includes training 4. Enhanced reporting of investment return key personnel, reviewing and making any needA presentation of investment expenses versus ed changes to pro-forma financial statements, investment income will be required on the face and preparing the necessary disclosures perof the statement of activities. taining to the organizationâ€™s liquidity. end
C-Suite Advisory - [Accounting] Scott M. Sachs CPA CohnReznick LLP (1/2) / MAKE SoCal IP Law
YOUR VIRTUAL A REALITY FOR INTELLECTUAL PROPERTY PROTECTION, LEADING COMPANIES CHOOSE
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Founding Partner & Chairman
Senior Vice President Head of the Healthcare Group
SPECIALTY INVESTMENT BANKING
ON THE FRONT LINES OF HEALTHCARE M&A AND CHARITABLE PUBLIC SERVICE
Using your leadership to make a difference in the lives of others is one of the most important things you can do in your career. Through the years, I have found that giving back to the community is a natural extension of my healthcare M&A industry focus. Leveraging your professional relationships to advance your charitable interests can create a virtuous circle that benefits both. Several years ago, while advising on several transactions involving radiation oncology treatment facilities, I saw how staggering the cost of cancer treatment was and how little priority was given to the psychological needs of the patients and their families. I wondered if I could use my experiences to increase access to care and supportive psycho-social services. I sought out philanthropic cancer programs that might benefit from the relationships I had cultivated during my career and was thrilled when I was asked to join the Board of Directors of the LA chapter of The Cancer Support Community. As an international nonprofit organization, CSC provides free-of-charge psycho-social care programs for anyone impacted by cancer—more than 1 million patients and families annually. CSC LA is the founding chapter and has been partnering with cancer care providers across Southern California since 1982 to provide patients and their families with complementary services such as group support, counseling, healthy lifestyle classes, education, family programs, and various social activities. These services, which help to ameliorate the stressors faced by those with cancer, are now considered by the medical community to be an integral part of quality cancer care. “A quality Board of Directors is the backbone of an effective nonprofit,” says Julia Forth, Executive Director of CSC LA. “I am grateful every day for the men and women on our Board who take the time from their busy schedules to make a difference in the lives of cancer patients and families. From those in the fields of finance, legal, marketing, human resources, and many others, I know that CSC LA could not provide its life-saving services without our Board’s guidance and connections.” I recognized an opportunity to introduce CSC’s services to executives of freestanding and hospital-based cancer care programs throughout Southern California that I had become acquainted with through my “day job” advising on mergers and acquisitions. And, since joining
Intrepid Investment Bankers Los Angeles, CA
C-Suite Advisory - [Finance] Jim Freedman MAKING & Jonathan A Bluth Intrepid
Jim Freedman is a Founding Partner and Chairman of Intrepid Investment Bankers, a specialty investment bank that provides M&A, capital raising, and strategic advisory services to middle-market companies across various industry sectors. An expert on the financial aspects of corporate strategy, he has more than 35 years of investment banking and corporate finance experience. Jonathan Bluth is a Senior Vice President and Head of the Healthcare Group at Intrepid Investment Bankers. During a career spanning more than 17 years of healthcare finance experience, Jonathan has assisted clients in mandates, including buy-side and sell-side M&A, capital raising, and management consulting.
Phone 310/478.9000 Email firstname.lastname@example.org email@example.com Website intrepidib.com Location 11755 Wilshire Boulevard Suite #2200 Los Angeles, CA 90025
DIFFERENCE BY ALIGNING YOUR CAREER WITH PHILANTHROPIC ENDEAVORS
BY LEVERAGING THE EXPERIENCES YOU HAVE ACQUIRED IN YOUR CAREER, YOU CAN ENABLE NONPROFIT EXECUTIVES TO SHORTEN THEIR LEARNING CURVE AND AVOID MISTAKES THEY MIGHT OTHERWISE MAKE.
the CSC Board last year, I have facilitated meetings involving cancer programs whose patients might benefit from participating in CSC’s free services. This is just one of many examples in which C-suite executives and M&A professionals are utilizing the experiences gained on the job to enrich public service and volunteering activities. INVEST YOUR TIME WHERE YOU CAN LEVERAGE YOUR EXPERIENCE
As a healthcare M&A advisor, I have the opportunity to help innovative California-based healthcare companies attract investor and strategic interest to expand their offerings globally. Recently, our firm advised one of the leading innovators in genetic diagnostics, Ambry Genetics, on its announced US$1B sale to Konica Minolta (TOKYO: 4902). This meant more to our deal team than just being transformative for the buyer or lucrative to our client and its shareholders. This was also an opportunity for us to play a role in advancing the diagnosis of cancer by providing our client with access to new technology and a global platform. Through Intrepid’s involvement in the LA community and efforts to facilitate transformative transactions such as the Ambry-Konica Minolta combination, I continue to seek new ways to leverage our experience to help advance charitable pursuits and help our society. I encourage all of you successful business leaders to do the same—your life will be significantly enriched by giving back to others in need. Jim Freedman is a Managing Director, Chairman, and Founding Principal of Intrepid. With more than 35 years of investment banking and corporate finance experience, giving back to the community has always been an area of focus for him. Anyone who knows Jim knows how dedicated he is to his alma mater, UCLA. Among various other contributions, Jim is involved with UCLA’s Jonsson Cancer Center Foundation (JCCF) using his financial advisory experience to help the organization grow. JCCF is a public benefit corporation that exists for the express purpose of raising and distributing funds to support leading-edge cancer research at UCLA’s Jonsson Comprehensive Cancer Center. In addition, Jim actively supports and has been an Executive Board member of the Concern Foundation for Cancer Research (CFCR) since 2006. A volunteer-driven organ-
ization, CFCR was founded by a group of 15 friends who wanted to make sure their dollars counted in the fight against cancer when a dear friend was diagnosed with terminal breast cancer in 1968. With an annual administrative overhead of between 4% and 7%, CFCR has raised more than $60M which has been used to provide salary support for more than 750 cancer research scientists to better understand and eventually conquer cancer. “An independent grassroots organization like Concern Foundation depends on a diverse cross-section of board members with ties to the community to further its mission to conquer cancer,” says President of CFCR Derek Alpert. “Having Board members who are totally vested in our organization and mission that make themselves available day in and day out for advice, consultation, and willingness to share their resources and connections makes my job that much easier. I am truly grateful to be surrounded by wonderful friends like Jim who care enough about our mission and take an active role within our organization. Our success depends on that kind of leadership.”
C-Suite Advisory - [Finance] Jim Freedman & Jonathan Bluth Intrepid
To learn more about the nonprofits mentioned in this article and how to get involved, visit the websites listed below. cancersupportla.org cancer.ucla.edu concernfoundation.org
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CHARITABLE GIVING DOES NOT HAVE TO BE ABOUT DONATING MONEY
Executives have been able to seamlessly devote time, make introductions, and facilitate strategic dialogue that could further not only their professional careers but also their chosen areas of public service. You, too, can adopt a similar approach of finding activities aligned with your professional expertise and leverage your work experience or relationships to further the charitable goals of relevant philanthropic organizations. There are many ways in which we see executives help expand the capabilities and reach of philanthropic organizations. By aligning public service roles with the skills and relationships gained in your career, you can accelerate an organization’s charitable aim dramatically. And, by leveraging the experiences you have acquired in your career, you can enable nonprofit executives to shorten their learning curve and avoid mistakes they might otherwise make. This manner of giving can have a material impact on the future prospects of philanthropic organizations, well beyond a simple monetary donation, and yield substantial “profits” for these organizations for years to come. end
SPECIALTY ASSET PROTECTION
ARE YOUR VALUABLES REALLY PROTECTED? SEVEN CONSIDERATIONS FOR PRIVATE COLLECTIONS
CATHY KERHULAS Managing Director Business Management HUB International Insurance Services, Inc. Encino, CA
Curators of fine art, wine, antiques, and other valuables are passionate about their collections. Whether they be family heirlooms or procured rarities, collectibles can hold a tremendous amount of value, much the same as traditional stocks and bonds do. They may even transcend monetary value to their owner. Yet, despite the sentiments that can accompany this kind of investment, collectors often fail to manage the risks involved with their collections—such as natural and criminal disasters—as they might do with more traditional fi nancial investments. Understanding these risks and how to mitigate them can prevent a world of heartache. Begin by working with a broker with dedicated expertise in protecting valuables who has access to insurance carriers that specialize in insuring collections. Depending on your collection profi le and total value, your broker can secure the coverage by adding riders to your homeowners policy or by procuring a separate specialty policy. It’s also vitally important to keep your fine arts insurance policies and your appraisals updated as you grow your collection. To encourage this and ease the burden, insurance carriers that specialize in high valued collections typically offer collections management and appraisal services. For example, PURE Insurance offers the assistance of a PURE Member Advocate®, which among many services, can schedule appraisals, locate home security vendors, and recommend the right kind of safe to secure your valuables.
C-Suite Advisory - [Insurance] Cathy Kerhulas HUB International
Cathy Kerhulas has over 30 years of experience in entertainment insurance. She works closely with business managers and family off ices to design insurance programs for entertainment clientele including actors, producers, directors, musicians, and writers. Cathy has the experience and knowledge to handle all aspects of the client’s insurance portfolios—from personal insurance to loan out corporations to wherever the client’s entrepreneurial investments take them: restaurants, casinos, energy drinks, cosmetics, and real estate investments to name a few. She is well-respected in the community because of her commitment, knowledge, and ethics.
PHONE 818/257.7469 WEBSITE hubinternational.com EMAIL firstname.lastname@example.org ADDRESS 16030 Ventura Blvd. Suite 500 Encino, CA 91436
PROTECTING YOUR PRIZED POSSESSIONS
SEVEN STEPS COLLECTORS CAN TAKE TO PROTECT THEIR PASSION INVESTMENTS: 1. Assemble the right team of experts
Understanding asset values and potential loss exposures is the first step. Get advice on how to best safeguard your collection from a team of experts: your insurance broker, the insurance company your broker recommends, and an appraiser. An art conservation laboratory may also be needed, depending on your collection.
AS YOUR COLLECTION GROWS, IT’S IMPORTANT TO HAVE A SYSTEM IN PLACE FOR TRACKING AND VALUATION OF ITEMS. CONSIDER PURCHASING COLLECTION MANAGEMENT SOFTWARE TO TRACK DETAILS SUCH AS THE NAME OF THE OBJECT, SIZE, CONDITION, DATE OF PURCHASE, AND APPRAISAL RECORD.
2. Establish a system for tracking and valuing items.
As your collection grows, it’s important to have a system in place for tracking and valuation of items. Consider purchasing collection management software to track details such as the name of the object, size, condition, date of purchase, and appraisal record. 3. Exercise caution when displaying and storing items.
Avoid hanging paintings close to the floor where they are vulnerable to flood waters and damage from children and pets. Never display art above an active fireplace. Don’t place valuable rugs, paintings, or antiques in areas with the potential for leakage, flooding, or excessive sunlight. If wine is your passion, store it in a temperature-controlled wine cellar where it can’t be damaged by flood water.
over-insure against minor risks and under-insure against major ones. Make sure your policy includes coverage for: Floods and earthquakes. A basic homeowners plan usually excludes water backups, so make sure you have an all-risk policy that includes unlimited backup of sewers, drains, and sump pumps. Mold. If there’s flooding in your home, mold won’t be far behind—and it could seriously damage objects in your collection. All standard homeowners policies have limitations for mold, but extra coverage can be purchased.
C-Suite Advisory - [Insurance] Cathy Kerhulas HUB International 4. Focus on safety when shipping and loaning.
Use professional, reputable art shippers. If you’re shipping by air, consider the Transportation Safety Administration’s (TSA) Certified Cargo Screening program. It allows certified art shippers to inspect and seal packages and reduces the risk of airport security damaging your items. If you loan valuable items to a museum, have your insurance broker examine the museum’s insurance policy to make sure your collection is appropriately covered.
Worldwide territory. You’ll want coverage for your belongings worldwide, including during transit and shipping. Then, when an object is lost, stolen, or damaged, its monetary value will be covered. 7. Valued Items Rider.
Standard homeowners policies have minimal coverage for items like jewelry, furs, and wine, but a Valued Items Rider will pay market value up to 50% higher than the scheduled amount of coverage. end
5. Expect the unexpected.
Make sure your home has functional fire and smoke detection systems and consider installing a waterless fire protection system. Consider investing in perimeter and external security systems. If you need to move pieces from your home on short notice (e.g., during wildfire season), create a relationship with an art transportation company and prioritize pieces for evacuation. 6. Properly insure your items.
Many collectors do not secure proper coverage for their passion investments. Too often they
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SPECIALTY ACCUMULATION STRATEGIES
MCDONALD’S, DISNEYLAND, FOSTER FARMS, AND THE $30B ON WELLS FARGO’S BALANCE SHEET
MARTIN LEVY, CLU/RHU Founder & President CorpStrat Woodland Hills, CA
THE SECRET $30 BILLION
C-Suite Advisory - [Insurance] Marty Levy CorpStrat
Martin Levy, CLU/RHU is founder and president of CorpStrat, located in Woodland Hills, California. The firm’s proprietary process, The 21st Century HR SolutionTM, helps business owners deliver efficient Employee Benefits, HR automation, Payroll and Compliance strategies. The firm also helps professionals create and protect wealth through financial products and strategies.
Marty Is a Lifetime Member of the Million Dollar Round Table, an elite group representing the top 1% of all insurance professionals in the USA. CorpStrat is one of the largest insurance brokers in the Greater Los Angeles area, serving hundreds of companies.
PHONE 818/377.7260 EMAIL email@example.com WEBSITE corpstrat.com LOCATION 21021 Ventura Blvd #200 Woodland Hills, CA 91364
Would you believe that the happiest place on earth, home to Mickey, Minnie, Donald and Goofy, exists because of life insurance? Animator Walt Disney, whose 1928 Steamboat Willie animated short launched the career of the mouse known around the world, needed a bank loan to fi nance his dream of opening a theme park. Turned down by his bank for a basic business loan, Disney turned to the accumulated value of a life insurance policy, taking out a policy loan. The proceeds from the policy were used to create the happiest place on earth, Disneyland, California. In 1930, Max Foster applied the same thinking by using the cash values of his life insurance policy to purchase an 80-acre farm in Modesto, Calif., which would become Foster Farms, one of the largest chicken providers in the United States. Alot has changed since the days of Walt Disney and Max Foster, one thing hasn’t changed – the favorable tax treatment of life insurance cash accumulation and how it can help people use the strategies that ultra-wealthy people use to create tax-free income. There’s also a new twist on life insurance – one that allows for market sensitive investing. It allows for investing in the market without taking losses. Zero is your hero. When the
market turns down, as it inevitably does, you never lose, period. Too good to be true? Not according to the University of Michigan’s head coach Jim Harbaugh. In August 2016, the University of Michigan helped Harbaugh become the top-paid college football coach in the nation (according to USA Today figures) by creating a deferred compensation package utilizing a type of cash value life insurance called Indexed Universal Life Insurance (IUL). Not according to Wells Fargo, either. Would you believe that Wells Fargo Bank, the nation’s third largest financial institution, carries over $30B in cash values of life insurance on their corporate books? What’s the story behind this asset and why are the wealthy using it? An IUL is a cash value policy that has both a death benefit and an accumulation element. In an IUL, the investments are not placed directly in the market, where they would be subject to a loss. Rather, they are put into a strategy that mirrors an index such as the S&P 500, which allows the participant to realize all, or most of, the gains in the market. These gains are then locked in to protect against potential losses.
WHEN COMPARED TO AN IRA OR A 401(K), UNIVERSAL LIFE INSURANCE (IULS) PROVIDES MORE FLEXIBILITY. UNLIKE IRAS AND 401(K)S, THERE IS NO LIMIT ON HOW MUCH MONEY CAN BE ADDED ANNUALLY.
Just like in Harbaugh’s case, IULs appeal to professionals and business owners because of the advantages they provide. IULs allow cash value within the policy to grow tax-free. IULs are funded with post-tax dollars which allow clients to withdraw money tax-free at any age, and create tax-free (off tax return) income at a future date. In addition, when compared to an IRA or a 401(k), IULs provide more flexibility. Unlike IRAs and 401(k)s, there is no limit on how much money can be added annually, as long as the added cash does not create a Modified Endowment Contract (MEC), which is taxable. IULs allow for a high cash value at the beginning of the policy. There are no restrictions on when the money can be taken out, unlike an IRA.
Along with tax-free wealth building, IULs provide a source of financial securit y to the family in the event of death or disability. In an event of the death of the policyholder, the death benefit is received tax-free by the beneficiary of the policy in a lump sum. In the case of coach Harbaugh, an IUL was used to create mi l lions in ta x-free retirement. This was possible due to the growth of the cash value inside of the policy that increased his retirement funds, which are accessible tax-free. Upon being hired at Michigan, Harbaugh entered an agreement in which the premium, cash value and death benefit is split between two parties. This “split-dollar” agreement was funded by a cash value life insurance policy, an IUL.
For Wells Fargo, the company uses life insurance to fund various compensation arrangements for their key executives and retirees. The same is true for Bank of America. What do these banks know that professionals can use to create wealth? IULs are a popular choice among those who would like the ups of the markets without the downs, as well as protection for their family after death. This makes IULs a comprehensive and flexible wealth building option, one that can be tailored to each person’s financial plan. People like Harbaugh are using the most advanced planning techniques and have access to the sharpest financial advisors in the USA. Ask your insurance advisor to help you design an IUL for tax-free accumulation. No one ever had too much tax-free income at any time! end
C-Suite Advisory - [Insurance] Marty Levy CorpStrat (1/2) / ZinBistro
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SPECIALTY HUMAN RESOURCES
WOMEN-OWNED BUSINESSES ARE CHANGING STATISTICS In Los Angeles, diversity exists. Business leaders here are aware of how diversity impacts their empoyees’ work life and the implications of not having a diverse, respectful culture. As a panelist at a recent Los Angeles Business Journal Diversity & Inclusion Summit, I found the discussion from the three panels to give great ideas: positive results of having a diversity department, legal compliance, and cold hard facts concerning discrimination. The topics centered around gender, race, LGBT, religion, and inclusion shifts in society today. The panelists also discussed legal protections and how they have changed the data in terms of women-owned businesses, college graduates, and job opportunities.
DANONE SIMPSON President & CEO Montage Insurance Solutions Woodland Hills, CA
C-Suite Advisory ON - [Insurance] Danone Simpson Montage Insurance Solutions DIVERSITY
Danone Simpson has more than 17 years’ experience in all lines of insurance. Simpson has built an agency focused on employee benefit and property and casualty programs for the commercial and nonprofit sectors. Under Simpson’s leadership, the firm has partnered with more than 100 carriers to find the perfect insurance solutions for their clients. Simpson has been presented multiple awards in the Los Angeles and San Fernando Valley Business Journals, including being selected a Trusted Advisor in Insurance and one of the Top Twelve Women-Owned Businesses in Los Angeles. Recently Simpson was selected by Forbes magazine to be represented in the Women of Power series for Southern California. She sits on the Valley Village Board of Directors and Make-AWish and was honored as a founding member of Women for Wishes. Simpson received her Masters of Business Administration from the Graziadio School of Business at Pepperdine University. Our mission at Montage is to further your mission with dedication, service, and integrity while protecting your assets and giving back to the community.
PHONE 818/676.0044 EMAIL firstname.lastname@example.org WEBSITE montageinsurance.com ADDRESS 5550 Topanga Canyon Blvd. Suite 310 Woodland Hills, CA 91367
WOMEN AT THE TOP
Amex Open reports from 2016 showed growth in businesses owned by women and estimated there are 11.3 million women-owned businesses (WOBs) in the United States. These businesses are estimated to employ nearly 9 million people and generate over $1.6 trillion in revenue. The increase in WOBs between 2007 and 2016 was 45%, compared to a 9% increase in overall businesses. This data, showing the growth rate in WOBs is five times faster than the national average, can be coupled with the fact that business revenues among women-owned firms have increased by 35% since 2007 while increasing employment 18%. The report goes on to state that there was an increase of 3.5 million women-owned firms and nearly 2.8 million (79%) of these are owned by women of color. The highest demographic increase is Latina-owned firms, which increased by 137% and generated $97B in revenues. As of 2016, Asian American women-owned firms generated $170.4B in revenues, not factoring in the businesses they likely own in the food accommodations, food services, business administration, janitorial, housekeeping, and landscaping industries. Native American and Alaska Native women-owned firms are more likely to run construction firms, childcare and social assistance,
THE INCREASE IN JOBS BETWEEN 2007 AND 2016 WAS 45%, COMPARED TO A 9% INCREASE IN OVERALL BUSINESSES.
and wholesale trade businesses while African American women lean toward nail and hair salons as well as health and child care. Other studies are showing there are more traditional jobs for women available and women are more likely to take on jobs that are traditionally for men, while men may be more hesitant and reluctant to take that traditional job thought to be for a woman. Many traditionally male jobs have been, and continue to be, lost when outsourced overseas and to Mexico. MAKING IT IN THE USA
25 to 34, with 90 cents to every dollar paid to young men, according to Pew Research. With 24% of young fathers taking off work to care for the children, women still share in the bulk of the child-rearing responsibilities, with four in ten saying they took a significant amount of time off or reduced their working hours. As I say, until men can have babies, it is what it is. Women today are staying with the traditional values of aiming for work-life balance while maintaining their superwoman duties at home and work. The New York Times showed women without children are paid similarly to men (90%) after college. The gap widens to 55% for women after 45, mostly due to the lack of college degrees. Four out of ten say they took a significantally less money, time off, or reduced their working hours to be home with their children.
C-Suite Advisory - [Insurance] Danone Simpson Montage Insurance Solutions With so much time and energy being spent discussing the concept of bringing jobs back to the United States, it may finally be time to acknowledge that this is not a bad idea. The concern is that as our youth, the Millennials, become one of the most educated generations,. 54 million adult Americans ages 18 and 34 who make up one-third of the American workforce and are not attracted to labor positions, nor are our legal and illegal immigrants children. A farmer from the California Central Valley explained to my CEO group that even those arriving under H-2A Temporary Agricultural Workers farming contracts are escaping from the hard labor. Time reported in 2015â€”and university studies are showingâ€”that women are outpacing men in the areas of graduating from college with Bachelors, M.B.A., and Ph.D. degrees. Mark Perry, a professor of economics and finances at the University of Michigan, states that a total of all degrees is showing the gender college degree gap is favoring women, with predictions that 141 women to every 100 men will graduate with a degree. As far as pay, university studies are showing young female graduates are earning equal to their male peers, and in the childbearing years pay can decrease. However, today with strict protections, at least here in California, we are seeing more women taking protected time off and returning to work. The gender gap in pay still exists with the older workers and is narrowing with the younger women, ages
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While today everyone wants their rights to be heard and they should be, these shifts in the U.S. workforce and businesses will bring forth more acceptance of diversity over time. As the Millennials age into management positions, their view on inclusion at work is significant and will redefine diversity, creating a paradigm shift will further redefine diversity. McKinsey & Company shares examples of gender-diverse companies that are outperforming their non-diverse counterparts by 15%, with ethnically-diverse companies outperforming by 35%. These studies of approximately 366 public companies are showing diversity as a competitive differentiator shifting market share toward more diverse companies. With the extreme growth in women-owned businesses and acceptance from the younger working generations, this diversity will continue to shapeshift us all toward a time where all human beings are treated the same. end
SPECIALTY FAMILY LAW
EMPOWERING YOUTH AND TRANSFORMING LIVES
STACY D. PHILLIPS Certified Family Law Specialist Partner Blank Rome LLP Los Angeles, CA
C-Suite Advisory - [Legal] Stacy D. Phillips PHILANBlank Rome LLP
Stacy D. Phillips represents a wide variety of highnet-worth and celebrity clients as they undergo the significant and often difficult transitions involved in divorce and custody matters. Over her 30-year career, Phillips has become known for her adept negotiation and highly personalized advocacy. A hallmark of Phillips’ reputation is that she truly listens to her client’s needs, concerns, and fears, always with the highest level of discretion. She is fond of saying that “how we treat others, how we conduct ourselves, and how we communicate during difficult times, can alter the course of our lives and the lives of those around us.” Whether through litigation or alternative dispute resolution such as mediation, Phillips and her colleagues in the Blank Rome Matrimonial and Family Law Practice Group on both coasts continuously seek innovative and compassionate solutions to achieve notable results for their clients. A graduate of Dartmouth College and Columbia University School of Law, Phillips resides in Beverly Hills and is the proud mother of two grown children, Alison and Andrew.
Phone 424/239.3400 Website blankrome.com Location 2029 Century Park East 6th Floor Los Angeles, CA 90067
THROPY AND SOCIAL IMPACT
Last year at this time, I wrote here about the outrage, bigotry, unrest, and violence emerging from many quarters of our society, and the difference that one person can make in redirecting young lives and moving communities forward. That person was Naomi Ackerman, Founder of The Advot Project, the 2016 Blank Rome Adopt-A-Center recipient. I could not have predicted that one year later these same disturbing conditions would exist, and to a greater and more pervasive extent than our country has experienced in many decades. What I could have predicted, however, was that our 2017 Adopt-A-Center recipient would be a truly unique and worthy nonprofit that was led by a visionary individual who is making a difference in the lives of local children and families. That person is Teo Alfero, founder and executive director of Wolf Connection, an educational sanctuary and wilderness retreat that brings people together through direct interaction with rescued wolves, empowering the next generation to become authentic leaders and stewards of the earth. On Sunday, October 29, we have the rare opportunity to experience the teaching, healing, and connection that Teo Alfero has made his life’s mission. The Blank Rome Adopt-ACenter Program will host HOWL, a fair and concert at the Wolf Connection Ranch that will entertain, educate, and inspire. Guests will get an inside look at how the youth served by the
HERE IN LOS ANGELES, WE PROVIDE PRO BONO SERVICES THROUGH MANY NONPROFIT ORGANIZATIONS, SUCH AS THE HARRIET BUHAI CENTER, BET TZEDEK, PUBLIC COUNSEL, THE ALLIANCE FOR CHILDREN’S RIGHTS, AND LEVITT & QUINN FAMILY LAW CENTER.
Tickets to HOWL may be purchased at wolfconnectionhowl.eventbrite.com To learn more about the Blank Rome Adopt-A-Center Program, please visit blankrome.com/adopt-a-center For more information about Wolf Connection, please visit wolfconnection.org
C-Suite Advisory - [Legal] Stacy D. Phillips Blank Rome LLP program interact with the rescued wolves, experience the natural beauty of this unique sanctuary and wilderness retreat, and enjoy Halloween-themed activities as well as performances by Street Poets, internationally renowned guitarist Bibi McGill, and the band Grand Canyon. As a family law attorney, the well-being of children is a topic frequently in my thoughts. Too often, they become collateral damage when parents are separating and divorcing. And as evidenced all around our country, children and young adults can lose their way while growing up in the midst of the social chaos around them. I find renewed hope for the children and young adults in our Los Angeles community in the transformational work of the talented professionals and volunteers at Wolf Connection. The Adopt-A-Center Program is only one aspect of Blank Rome’s proud tradition of corporate philanthropy. My colleagues at the firm work on behalf of numerous pro bono clients all over the country, including the homeless, the disabled, veterans, immigrants seeking asylum, Holocaust survivors, domestic violence victims, abused and neglected children, and low-income senior citizens. Here in Los Angeles, we provide pro bono services through many nonprofit organizations, such as the Harriet Buhai Center, Bet Tzedek, Public Counsel, the Alliance for Children’s Rights, and Levitt & Quinn Family Law Center. More than 70 years ago, the firm’s founding
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partner, Edwin P. Rome, served as court-appointed counsel for Aaron “Treetop” Turner, an African-American laborer accused of beating to death a factory employee. Mr. Rome defended Mr. Turner over eleven years and through five separate trials during which he was convicted of murder five times, and sentenced to die four times. Ultimately, Mr. Turner was freed as a result of the decision of the Pennsylvania Supreme Court on an appeal after the fifth trial. Current pro bono cases being handled by the firm involve claims of racial discrimination, civil rights actions, and death penalty cases. Today, Edwin P. Rome’s tenacity and commitment to service are the inspiration for the Firm’s Clemency Project, one of the largest pro bono endeavors in its history. More than 100 lawyers and paralegals, from every Blank Rome office and practice group, engage in critical legal work to provide relief to nonviolent inmates serving disproportionately long sentences. And, in a tradition that began seven years ago, the firm sponsors a “Day of Service” on Martin Luther King Jr. Day, during which many of the firm’s lawyers participate in service projects in their communities. I hope you will join us for HOWL on Sunday, October 29 at the Wolf Connection Ranch in Acton, CA. Advance ticketing is required. As in years past, we anticipate that our Adopt-ACenter Program will present a memorable and enriching experience for you and your family. end
SPECIALTY DIGITAL AGENCY
CORPORATE SOCIAL RESPONSIBILITY PROGRAMS AND THE MILLENNIAL MOVEMENT
Chief Creative Officer
Chief Marketing Officer
DefinityFirst Santa Monica, CA
“It is more difficult to give money away intelligently than to earn it in the first place.” – Andrew Carnegie At the close of the nineteenth century, as the world’s wealthiest man, Andrew Carnegie rededicated himself to philanthropy and community involvement. Only scratching the surface, he established more than 3,000 public libraries, endorsed working family education, and provided pension security for university faculty. Today, he is regarded as one of the greatest philanthropist the world has ever known, boasting his name across museum facades, esteemed institutions of higher education, and the world’s most famous music hall. If figures as bold as Carnegie can leave a roadmap, a lasting legacy, for social responsibility, surely corporate institutions can follow. The history of political America is rich with stories, legends, and opinions. In recent years, a vibrant conversation regarding corporate personality has taken on new depths and intricacies. No matter the political stance on whether corporations are people, surely we can agree corporations consist of people; people from diverse backgrounds who span the political, socioeconomic, and idealistic spectrums and have stories to tell, dreams to pursue, and families to love. The essence of being human lies in these beautifully complicated distinctions. Unfortunately, abuse of these distinctions for profit by corporations has stained the work many major corporate strategists are pursuing. A corporation’s role in society is a pressure point moving from the fringes to the forefront of C-level considerations, positioning philanthropic giving and partnership as a growing portion of marketing stratagem. In such a connected world, when earned media across social channels is valued greater than ever, consumer relation toward a product can enhance a brand’s social footprint. Having a humanized extended purpose, dedicated to
C-Suite Advisory DIGITAL- [Marketing] Jeffrey Stewart CCG LA TRANSFOR-
Jeffrey Stewart is the Chief Marketing Officer at DefinityFirst, a global branding, digital marketing & technology agency. Stewart has provided strategic marketing expertise to companies ranging from Fortune 50 brands to early-stage startups. He brings a lifelong passion for building companies that tap into the ever-changing digital frontier. With more than 15 years of digital marketing, investment banking, and entrepreneurial experience, Stewart has been at the forefront of new technologies and digital transformations across industries. He cultivates an active presence in the community including advisory work with Sports Spectacular, which links world-class athletes and innovative medical research to advance healthier futures for all. Michael Abraham is the Chief Creative Officer at DefinityFirst, a global branding, digital marketing & technology agency. Abraham is a digital and branding innovator with 15+ years of experience; he ensures the firm’s position on the progressive edge of interactive landscapes through the development of next-generation solutions for clients. Abraham has collaborated with over 500 companies globally and advised more than 200 startups.
Phone 424/248.3971 Email email@example.com firstname.lastname@example.org Website definityfirst.com Location 312 Arizona Avenue Santa Monica, CA 90401
MATION FOR SOCIAL GOOD
NO MATTER THE POLITICAL STANCE ON WHETHER CORPORATIONS ARE PEOPLE, SURELY WE CAN AGREE CORPORATIONS CONSIST OF PEOPLE; PEOPLE FROM DIVERSE BACKGROUNDS WHO SPAN THE POLITICAL, SOCIOECONOMIC, AND IDEALISTIC SPECTRUMS AND HAVE STORIES TO TELL, DREAMS TO PURSUE, AND FAMILIES TO LOVE.
connecting your brand to social progress, thus building trust between customers and marketing strategy, is a crucial component to elevating a brand to the next level. MILLENNIAL CSR STRATEGIES
The younger generations are a growing, soon-to-be-dominant portion of the consumer population. Moreover, younger generations are increasingly skeptical of marketing and advertising. In response, brands have adopted and improved their corporate social responsibility (CSR) strategies to relate to new customers. “People are getting more sophisticated about the connection between corporate responsibility and business strategy, and rightly so,” says Stanley S. Litow, vice president of corporate citizenship and corporate affairs for International Business Machines Corp. and president of the IBM International Foundation. “If you are strategic and analytic, being a good corporate citizen can also produce real sustainable value for your company.” Success in any field requires an ability to adapt and evolve. Identifying those pressure points that appeal to your targeted customer base and shifting corporate investment toward authentic impact on those points can drive sales in new ways. Eyeglass disruptor Warby Parker embraces this philosophy of using CSR strategies as a vehicle for driving sales with their “Buy a Pair, Give a Pair” program. When each pair of glasses is purchased, a portion of the cost is donated to any one of their philanthropic partners. These partners train men and women in the developing world to give basic eye exams and sell glasses at locally affordable prices. Thus far, the program is responsible for distributing over three million pairs of glasses throughout the developing world.
AUTHENTIC CSR AT WORK
The key is confidence. Are customers confident their purchase will be beneficial? Are shareholders confident their investment is safe and lucrative? Are managers and executives confident their decision-making matrix is well-founded and leading toward long-term growth? Developing this shift toward corporate social responsibility can encounter its share of speedbumps but leading with a resolute, top-down, voice for social and environmental good minimizes these speed bumps to mere hiccups. “It can’t just be the pet project of the CEO,” says Jim Smith, president and chief executive of Thomson Reuters Corp. “Your corporate responsibility initiatives need to be tied to your business mission. When you do that, there’s an authenticity that resonates with the external world, and a galvanizing effect inside the firm because you’re going after issues your people care about.” When brands embrace crucial CSR strategies, even in hard times, the longterm, resolute voice rings loud. Starbucks saw short lines in stores and declines in sales. Despite temptation to drop its commitment to local coffee farmers and ethical growing practices in coffee-producing countries, Starbucks leaned on its CSR commitments and saw themselves out of the red. Corporations and their brands thrive on the backs of the people who support them. They exist in a world that supports us all. end
C-Suite Advisory - [Marketing] Jeffrey Stewart CCG LA
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SPECIALTY SOCIAL MEDIA
A LOOK AT FIVE DETRIMENTAL HABITS PRACTICED TOO OFTEN ACROSS VARIOUS SOCIAL PLATFORMS AND CHANNELS
By definition, “culture” is the attitude, customs, and beliefs of a particular society or group of people. Culture may include language, music, arts, and social habits. It may also include shared patterns of behaviors and interactions. Since the inception of the internet and the consequent growth of social media networks and platforms, the way we communicate, behave, and interact has changed and is continuing to change dramatically.
JENNIFER HURLESS Founder & CCS Go Be Social Media Agoura Hills, CA
C-Suite Advisory - [Marketing] Jennifer Hurless Go Be Social Media 1. Bold Expression
With more than 10 years’ experience in online marketing, brand management, digital strategies, social media, content marketing, search engine optimization, social media training, and reputation management, Jennifer Hurless has lent her expertise to a variety of national and Los Angeles–based companies. These include businesses focused on food/wine/spirit, real estate, beauty/skin care, entertainment, fashion, hospitality, retail, and travel as well as sports and nonprofit organizations. You can follow Hurless everywhere online, including Twitter (@jennhurless), Facebook, Linkedin, Google Plus, Instagram, Pinterest, Snapchat, and any other new platform that has launched since this was written.
PHONE 888/603.5528 WEBSITE gobesocialmedia.com EMAIL email@example.com ADDRESS 28914 Roadside Drive #204 Agoura Hills, CA 91301
HOW SOCIAL MEDIA IS INFLUENCING OUR CULTURE
When has there ever been a time in history where you actually knew all of your friends’ political opinions? There is a really good chance you do now and you may not always like it. With social media platforms like Facebook, people feel the need to express their opinions on current events or political issues, show their approval or disapproval of groups or policies, and generally interact in a whole new way. While public debate on topics is usually a sign of a progressive society, public debate on social media platforms can often turn negative or divisive if not moderated appropriately, either by the individual or by the specific platform. We have all noticed that being behind a computer or mobile device allows a person to interact and communicate in ways they would not in a face-to-face setting. The rules for appropriate behavior on social media platforms are constantly changing and evolving. This brings the question, is this weakening our interpersonal relationships? 2. In Person vs. Social Media Etiquette
The days of handwriting long letters and memos are over. Social media platforms such as Twitter have a 140 character limit and, even on platforms allowing longer posts, brevity is seen as a positive. Communication is often accomplished with a short text or even an emoji. Interpreting someone’s tone and the true intent behind their message in such a short format
COMMUNICATION IS OFTEN ACCOMPLISHED WITH A SHORT TEXT OR EVEN AN EMOJI. INTERPRETING SOMEONE’S TONE AND THE TRUE INTENT BEHIND THEIR MESSAGE IN SUCH A SHORT FORMAT IS ONE OF THE HARDEST THINGS ABOUT THESE NEW COMMUNICATION AVENUES.
is one of the hardest things about these new communication avenues. For example, while being fast and short in a message or email is helpful to get a point across quickly, it can sometimes be received as curt. A good rule of thumb when communicating with social media or even email is to start with a greeting like “hello” or “hi” and end with a positive comment. Responding to a text or direct message with “k” can be interpreted as rude, while responding with “okay, thank you” is considered polite. It’s almost like social media has its own language.
and even celebrities. We get real time information from platforms like Twitter. We can post a question on Quora and get hundreds of answers. If you need inspiration or creative ideas, there is Pinterest. You can find basically anything you need on Etsy, Ebay, or Amazon. Each of these platforms, while perhaps not technically social media, all have a social component to them starting with reviews. Reviews are another way a person is able to express his/her opinion and potentially affect change. For example, if you are unhappy or happy with a restaurant experience, instead of calling over a manager, you can write a review on Yelp or you can post on any of your social media platforms about your experience. Social media also allows us to feel knowledgeable about areas we are do not know much about. This can lead to ingrained opinions which may not be accurate. Reading an article about vaccines does not make you qualified to have an opinion on them. Which then leads to what we call today “fake news.”
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C-Suite Advisory - [Marketing] Jennifer Hurless Go Be Social Media (2/3) / Montage Insurance Solutions (1/3 V)
3. Culture of Likes
We have become driven by the number of friends, followers, likes, and shares we are able to amass on social media. If you look at the big social media platforms like Facebook, Twitter, Instagram, Pinterest, and YouTube, they all have something in common. They have their own version of the “like” button. With so many young adolescents being glued to their smart devices, these “likes” are seen as approval of their appearance, opinion, friends, choices, values, and who they are as a person. This upcoming generation will be more influenced by the opinions of others than any other generation in history. However social media does put you in touch with like-minded people around the world. That can be good, when LGBTQ youth discover communities of support. It can also be bad, when neo-Nazis discover there are others like them. If you have an opinion or belief, you can find someone on the Internet who will share and validate it. 4. The Power of Information Access
One of the best things about the way social media is influencing our culture is that we are now able to have conversations with people who can affect change. We have the power to reach anyone through a Facebook post, blog post, or even a tweet. Your opinion can be heard and shared. We have access to experts, politicians,
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5. Constant Communication
Have you noticed that you feel the need to check in constantly? With social media, there is no such thing as down time. Studies are even showing that it can be addictive. Hearing the ding of a notification causes a dopamine reaction in your brain causing you to get excited to see what new message, like, or comment you have received. We are in a culture of constant communication where we are never really not connected anymore. This new way of communication is transforming the way we live our lives through real time sharing and visual experience. The constant advancements in technology and social media are causing our culture to continually evolve and change. end
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Montage Insurance Solutions.indd 1
SPECIALTY PUBLIC RELATIONS
HOW PHILANTHROPY CAN BE ONE OF YOUR SMARTEST MARKETING INVESTMENTS
Pitches built on partnerships with higher education, historic preservation, and arts organizations were all shot down as too bland or disconnected from the brand. Then, Welsh pitched a restoration campaign for a historic landmark just a few miles from the company’s headquarters in New York: the Statue of Liberty. Gerstner was sold on the idea and, in the fall, the company launched (and heavily promoted) a campaign that donated $0.01 of every transaction placed on an AmEx card to the restoration of the famous landmark. It was an unequivocal success. During the campaign, AmEx transactions were up 30%, and the program raised $1.7M for the preservation of Lady Liberty. That’s a donation worth over $4.1M in today’s dollars. The company recognized the brilliance of its formula, coined the term “cause marketing,” and spent more than $30M on cause campaigns over the next five years. While AmEx invented the term, they certainly didn’t invent the methodology. A hundred years earlier, Joseph Pulitzer was using the same statue’s cause to sell newspapers. In 1885, the Statue of Liberty was in New York in pieces, awaiting assembly and a platform to stand on. The government of France had donated the statue, but neither the city of New York nor Congress could figure out how to appropriate the money needed for the plinth. Enter Joseph Pulitzer, the man who once said, “Publicity, publicity, publicity is the greatest moral factor and force in our public life.” He launched a fundraising campaign for the statue’s base, covering it extensively in his newspaper, The World, and promising to print the names of donors in the paper. The campaign was an immense success, raising the needed money and boosting sales of Pulitzer’s newspaper. So much so that cause-related fundraising campaigns became a mainstay of The World for years to come. Today, cause marketing is often a key part of a successful marketing strategy. The best campaigns tie together the company with a cause that’s near and dear to its customers’ hearts. Buy a pair of Brooks trail runners at REI, and you’ll be supporting the National Park Foundation. Eat at Cracker Barrel, and you’ll be helping to put the chain’s iconic rocking chairs on the front porches of
GIVING TO C-Suite Advisory - [Marketing] Mike YOURSELF
MIKE SCHAFFER Founder & CEO Echo-Factory Pasadena, CA
Mike is a founder and CEO at Echo-Factory, a creative agency headquartered in Pasadena, California. Echo-Factory works with a range of clients, including established companies like MagLite, Audi USA, and Troy Lee Designs, as well as startups and smaller companies that are investing in rapid growth. The agency has been awarded many times for its work, including two “Best in Show” ADDY® awards. Mike started out as an advertising photographer, and partnered with creative director Dea Goldsmith to found Echo-Factory in 2008. Today, Mike’s primary role is as a marketing consultant and brand strategist.
Phone 626/993.3770 Email firstname.lastname@example.org Website echo-factory.com Location 36 W. Colorado Blvd. Suite #200 Pasadena, CA 91105
In an ideal world, we would all give to philanthropic causes purely because we want to make the world a better place. We do not live in that world. Everything from pledge-drive “thank you gifts” to buildings named after major donors reminds us of this fact. We give for many reasons. For causes we believe in, needs we want to see fulfilled, and for personal experiences and connections. But we also give for the sake of recognition. For tax deductions, for the admiration of our peers, and maybe even for the sake of marketing. And that’s okay. A dollar given to a worthy cause for selfish reasons is worth exactly the same amount as one given in pure altruism. When the motivation for our philanthropic giving is marketing, the process is typically called “cause marketing.” American Express gets credit for inventing the term in 1983. Jerry Welsh, head of the company’s travel services division, was looking for a cause with which to partner. He pitched a number of ideas to company Chairman Louis Gerstner Jr.
DURING THE CAMPAIGN, AMEX TRANSACTIONS WERE UP 30%, AND THE PROGRAM RAISED $1.7M FOR THE PRESERVATION OF LADY LIBERTY. THAT’S A DONATION WORTH OVER $4.1M IN TODAY’S DOLLARS. THE COMPANY RECOGNIZED THE BRILLIANCE OF ITS FORMULA, COINED THE TERM “CAUSE MARKETING,” AND SPENT MORE THAN $30M ON CAUSE CAMPAIGNS OVER THE NEXT FIVE YEARS.
veterans through Operation Homefront. Buy a Moana Blu-ray, and you’re helping Disney’s efforts to empower young women through coding camps and STEM education initiatives. Want to emulate that success with a campaign of your own? Here are a few principles that’ll set you on the right path. First, start by picking the right cause. That can mean either a cause that’s tied directly to your products, as with REI and the National Park Foundation, or something with a looser connection to your products but a strong connection to your employees and customers. Adopting pets doesn’t have much to do with ordering shoes online, but that hasn’t hampered the success of Zappos’ “Friends on Us Fridays” campaign. It covers adoption
fees at select shelters around the country one day a week. The company likely performed in-depth demographic studies before launching the campaign, but it could have reached the same place with a conversation along the lines of: “What does everybody love?” “Puppies.” “Ok, let’s do that.” Keep in mind that authenticity should always be the goal. If your company’s employees, leadership or products have an authentic connection to a cause, that’s your answer. Second, develop a partnership with the nonprofit you’re planning to support. For nearly every cause marketing success story, there’s a corresponding failure. Developing your nonprofit partnerships and coordinating your campaign early on will help avoid pitfalls and ensure your campaign is maximizing its potential positive impact.
Finally, don’t be afraid to promote your campaign, but make sure the cause stays at the center of that promotion. The promotion isn’t about you; it’s about what you have the opportunity to do for your worthy cause. Do it right, and you’ll be giving genuine support to a worthy cause, while giving a strong boost to the effectiveness of your marketing and outreach programs. It might not be a purely altruistic proposition, but it’s certainly something that can be good for your brand—and good for the causes you support. end
C-Suite Advisory - [Marketing] Mike Schaffer Echo-Factory (1/2) / Uomo Sport
Westlake Village • brentsdeli.com • Northridge Brent's Deli.indd 1
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INDUSTRY REAL ESTATE
MORE THAN JUST THE SPACE IN WHICH YOU CONDUCT BUSINESS, USE THESE FIVE TRICKS IN YOUR OFFICE AS AN OPPORTUNITY TO INSPIRE AND GIVE BACK
SHAY HUGHES President & COO Hughes Marino Los Angeles, CA
SPECIALTY TENANT REPRESENTATION
Much more than a collaborative place to conduct business, our offices are where we spend thousands of hours each year, and they become a home away from home for many. Within that second home lies a great opportunity–the opportunity to develop a rich company culture that attracts and retains team members, and also inspires and enriches the lives of anyone with whom you come in contact. As President and COO of Hughes Marino, I have had the rewarding chance to create our award-winning workspaces and transform our culture, which has resulted in success beyond our wildest dreams–for our team members, our clients, and our communities. Here are five sure-fi re tips to utilize your office as an opportunity to positively impact your team members and your community.
C-Suite Advisory - [Real Estate] Shay Hughes Hughes Marino
Shay Hughes is president and COO of Hughes Marino, a nationally recognized commercial real estate firm committed to only representing tenants in their lease and purchase transactions. Hughes manages the end-to-end operations of the firm and plays a key role in all aspects of business strategy, human resources, marketing, and client relations. She has been instrumental in shaping Hughes Marino’s culture, spearheading the development of the company’s ten core values, and investing great time and energy into building a world-class team of professionals who are not only at the top of their game in business, but also treat one another like family.
PHONE 310/277.3211 213/689.3211 WEBSITE hughesmarino.com EMAIL email@example.com ADDRESS 11150 Santa Monica Blvd. Suite 850 Los Angeles, CA 90025 555 West Fifth Street 35th Floor Los Angeles, CA 90013
CREATING A CONSCIOUS SPACE
Install Eye-Catching Art
A piece of beautiful art has the ability to inspire, invoke emotion, and spur creativity–all amazing qualities that can encourage innovation. You can also support your community by purchasing work from local artists, who reflect the vibrant culture and vibes of the neighborhood of your own office. At Hughes Marino, we make a point of installing a variety of interesting pieces of art at every turn of our offices, from neon signage, to larger-thanlife multimedia candy installations, to sculptures to keep things interesting and inspiring for our team. We also pick each individual piece to match the unique city characteristics of each office. Share Your Space With the Community
Lend your space to nonprofit organizations for meetings or events, or offer your space to clients to use for an off-site retreat or seminar. I cannot tell you how much this gesture has meant to our local nonprofits in the past. Sometimes one of the hardest tasks for an organization is finding an engaging event site, especially without having to pay a high premium for it. By donating your space you can help a nonprofit continue to support their own cause monetarily, while also getting the word out about your own mission by bringing new people in to see what your company is all about.
WITHIN THAT SECOND HOME LIES A GREAT OPPORTUNITY—THE OPPORTUNITY TO DEVELOP A RICH COMPANY CULTURE THAT ATTRACTS AND RETAINS TEAM MEMBERS, AND ALSO INSPIRES AND ENRICHES THE LIVES OF ANYONE WITH WHOM YOU COME IN CONTACT.
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Support Local Events That Enrich Lives
Is there a fundraising event for a school that provides music therapy to children? Is a local dance studio hosting a recital? Or is there an opportunity to support our armed forces? Never pass up an opportunity to support a local cause that you are passionate about that can positively impact lives. Our company as a whole—and our team members as individuals—are committed to giving back to the communities that nurture us. With our clients as part of our extended family, we seek to contribute to causes that mean the most to them as well. We are proud to collectively log thousands of hours and hundreds of thousands of dollars in charitable contributions.
Wha t s y o ur pl a n?
C-Suite Advisory - [Real Estate] Shay Hughes Hughes Marino (2/3) / Corp Strat Provide Volunteer Time Off
Volunteering is proven to enrich both the lives of the recipients as well as the contributors, so why not encourage a healthy life habit that benefits everyone? By letting your team support their own causes, they will in turn support the causes your company cares deeply about. Our company provides volunteer time off to encourage our team members to volunteer to help causes that they care about. Encourage Health, Balance, and Personal Growth
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If you truly invest in the well-being of your team, I can guarantee you will see positive results in terms of productivity, customer service, and can-do attitudes. Provide a gym where team members can work out together or bring in a trainer to teach a group fitness class. Hire a massage therapist for office massage day or invite business coaches to share successful tips with your team. Happy people make happy team members, and if they feel supported, they will support your company right back.
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T ol e a r na b o u t mo r et h e ™ L T CSol ut i o n, T he P e r f e c t e ma i l u s : i n q u i r y @c o r p s t r a t . c o m
These five points are things that I take into consideration on a daily basis for our company. We’ve found that if your heart is in the right place, and if your team members are devoted to doing the right thing, a company has the ability to move mountains and have a powerful and positive impact on its team, clients, and community. end
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Corportae Strategies.indd 1
INDUSTRY REAL ESTATE
ANALYZING THE BENEFITS OF CONSERVATION EASEMENTS
BRIAN A. SIDMAN MICHAEL PACKMAN Principal
Keystone National Properties
“Doing well by doing good.” Fortunately, this concept is referred to more and more lately and one that has always resonated with our Real Estate Firm. Having run businesses for over fi fteen years, I have always noticed that the finest deals are done when all parties best interest is considered and all feel the deal is fair. So, what if the concept is taken to another level? What if in addition to being economically beneficial, it also accomplished something advantageous for the planet as a whole? That sounds like a great concept to me. Over three years ago, I was introduced to one such concept. At first, it seemed too good to be true, but after extensive due diligence I came to fi nd a niche industry, conservation easements. Internal Revenue Code (IRC) § 170(h) states that a qualified conservation contribution is a contribution of a qualified real property interest (i.e., a restriction granted in perpetuity on the use which may be made of the real property) to a qualified organization exclusively for conservation purposes. “Conservation easement” is the generic term for easements granted for preservation of land areas and section 170(h) of the tax code allows for four types of conservation contributions. The preservation of land areas for outdoor recreation by, or the education of, the general public. For the protection of a relatively natural habitat of fi sh, wildlife, or plants, or similar ecosystem. The preservation of open space (including farmland and forest land). And lastly, preservation of a historically important land area or a certified historic structure. Conservation easements permanently restrict how land or buildings are used. The “deed of conservation easement” describes the conservation purpose(s), the restrictions and the permissible uses of the property. The deed must be recorded in the public record and must contain legally binding restrictions enforceable by the donee organization. So what are some of the benefits to contributing a property as opposed to developing it? The “value” of an easement is the difference between the value of the land before the easement and the value of the land after the easement. Once the easement is donated to the land trust it is qualified as a charitable donation for the amount equal to the “value” of the easement. Individuals can deduct up to 50% of their adjusted gross income, as of Dec 2015. Deductions offset both federal and state
DOING WELL C-Suite Advisory BY DOING - Brian Sidman GOOD
Brian A. Sidman is a founder of Keystone National Properties, a real estate advisory firm headquartered in Miami, Florida. Sidman has prior experience as Executive Vice President for a sponsor of a parking lot and self-storage REIT with properties across the US. Previously Sidman served as Senior Vice President for a sponsor of a REIT focused on acquiring grocery anchored shopping centers across the US. In this role Sidman accumulated $250M of properties in the REIT and over $100M of Delaware Statutory Trust (DST) product acquiring multi-family, retail, and office assets. Sidman is a board member of BundleFi Inc. a financial technology start-up, the Eric Trump Foundation, and Lux Home, Inc. Michael Packman began his career more than 20 years ago at a boutique wealth management firm, becoming the youngest vice president in the firm’s history. In 2003, he formed his own financial company, PNI Capital Partners, where he currently serves as CEO. In 2009 real estate became a major focus of PNI and has led it to becoming one of the most respected independent financial advisory firms in the 1031 space. Packman frequently speaks at a number of nationally recognized real estate conferences in the country. Packman is the 1031 expert contributor for the New York Real Estate Journal. His entrepreneurial endeavors now also include co-founding Bundlefi, a financial technology start-up where he serves as COO. Packman is a well-respected leader in his industry, serving on several advisory boards.
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THIS HAS BECOME AN INTERESTING SPACE AND ONE WE HAVE SPENT SEVERAL YEARS DOING SUBSTANTIAL DUE DILIGENCE ON AND HAVE DEEMED THAT WITH A WELL PUT TOGETHER TRANSACTION AND TEAM BEHIND THE TRANSACTION, IT HOLDS A VALUE FOR THE RIGHT INVESTOR.
taxes, can be used against all types of income and can offset quarterly payments. Investment in land that may be used for conservation easement has been a great way for individual landowners to conserve property while reaping the noted tax benefits. About ten years ago, the syndication of conservation easements was introduced. The syndicated model has allowed high-income earners to participate in this process and also reap the rewards. However, after years of investors obtaining the benefits of the transactions while staying under the radar, the IRS has started to look into them. Last year, they declared conservation easements to be a listed transaction, which has scared away sponsors along with some of the potential investors. Our belief is the declaration is positive for the industry. As with any industry when it picks up a head of steam, you have people without much experience that cut corners and look to make a quick profit. With the new scrutiny, many of these poorly run or overly aggressive sponsors have exited the space. On the other hand, Congress back in July gave instructions to the IRS in their budget proposal that no new funding is to be allocated on easement enforcement. It is apparent, that while the IRS has a close eye on the industry, there are plenty in the government that see the value for investors and the planet thus desiring for the industry to continue its growth. Letâ€™s dive into the potential benefits and risks that an investor takes when getting involved in a transaction with an easement option. For purposes of this exercise we will outline an easement with a 4-to-1 deduction. An individual with an annual income of $1M, makes a $125,000 investment, assuming 39.6 percent federal and 6 percent state tax, he would receive a $500,000 write off against ordinary income which equates to $228,000 in tax savings. Sounds great right? Now, it is important to review the risks. The major risk is if the transaction gets audited, which the IRS has a three-year statute of limitations to inform a partnership of an audit from the date the easement is filed. If the transaction was found not to be acceptable, the entire deduction would be disallowed, if it is deemed acceptable, but the valuation of the appraisal is found to be too high, the amount of the deduction may be reduced.
There are a few key components to these transactions. First and most importantly, the offering cannot be sold as an easement transaction. The transaction must be a development project of some fashion that has the option for an easement. Once a transaction is fully funded, the limited partners (investors) vote, and as long as a majority votes for the easement, it is filed. Secondly, the deduction should be in the 4-to-1 or 5-to-1 range (in the past certain transactions were 8-to-1 or even 10-to-1). The Sponsor of the transaction should have sufficient experience in the area and have a viable project. The Sponsor should allocate a sufficient amount in reserves for audit defense. We believe it should be in excess of $500,000. This is a rough estimate of the amount needed in the case of an audit. Lastly, and most importantly, there should be two appraisals done by reputable appraisers with the lowest one used for the underwriting of the transaction. As an added layer of protection, a handful of sponsors have found international insurance companies to insure the principal of the transaction should there be an audit. This has become an interesting space and one we have spent several years doing substantial due diligence on and have deemed that with a well put together transaction and team behind the transaction, it holds a value for the right investor. end
C-Suite Advisory - Brian Sidman
CSQ FALL 2017
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134 Exhibits & Performances 136 CSQ&A 138 Proprietors’ Profile 140 Fine Dining 144 Business Lunch & Happy Hour 145 Required Reading
Culture & Taste
Culture & Taste - Cover Page
Located in downtown Los Angeles, Neal and Amy Knoll Fraser’s Redbird (p. 138) is nestled within one of the city’s finest architectural icons – Vibiana. Owned and operated by the Frasers and their partners, Redbird and Vibiana are a nearly unparalleled dining and event space that, on a fully booked night, host roughly 1,200 people.
CSQ FALL 2017
Exhibits & Performances Two of Los Angeles’ finest arts offerings this fall that should not be missed By Callie Strull
Radical Women: Latin(a) American Art Shining a spotlight on overlooked female arts who are creating some of the modern era’s most compelling art Hammer Museum Through December 31, 2017 Diversity may certainly be the buzziest buzzword of 2017. In that spirit, Hammer Museum presents “Radical Women,” an exhibit spotlighting the art of Latin(a) American artists. Presented as part of the Getty’s Pacific Standard Time: LA/LA movement and co-curated by Dr. Cecilia Fajardo-Hill and Dr. Andrea Giunta, the exhibit showcases the work of more than 100 Latina artists from 15 countries from the past 50 years. hammer.edu
Culture & Taste - Exhibits & Performances
1. A photo of Sandra Eleta from the series “La servidumbre (Servitude)” 2. Iñárritu’s depiction of the United States-Mexico border
Carne Y Arena A first-of-its-kind VR experience that forces visitors to confront the hardships faced by immigrants and refugees Los Angeles County Museum of Art (LACMA)
Alejandro Gonazalez Iñárritu has a handful of Academy Awards in his home, including consecutive Best Director nods in 2014 and 2015. He is no stranger to creating captivating immersive visual experiences. It is his newest project – Carne Y Arena – that might be the greatest, and most emotionally visceral, work of his career. You get the feeling it may mean the most to him personally as well. Part of Cannes Film Festival earlier this year and then installed at Milan’s Fondazione Prada, Carne Y Arena is now at LACMA and merits a special trip. The exhibit
– utilizing physical space, virtual reality, and video projection – places the viewer into the shoes of tens of thousands of Latin American migrants every year as they make the terrifying journey north in search of opportunity and salvation. lacma.org
CULTURE & TASTE
CSQ FALL 2017
THE STADIUM FEBRUARY 12-18, 2018
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CSQ&A ANNE AKIKO MEYERS SOLO CONCERT VIOLINIST
Culture & Taste - CSQ&A - Anne Akiko Meyers Originally featured in 2012, Anne Akiko Meyers sat back down with CSQ to discuss the ex-Vieuxtemps Guarneri del Gesu – the world’s most expensive violin. She was gifted the violin, for her use until her death, by an anonymous donor, in 2015.
Anne Akiko Meyers performs at LACMA with the Debut Chamber Orchestra on Nov. 19
CULTURE & TASTE
CSQ How do you tell people who are unfamiliar about the truly remarkable nature of the instrument? Anne Akiko Meyers I perform on the ex-Vieuxtemps Guarneri del Gesu, dated 1741, and [it is] considered one of the two or three greatest violins ever created. Many of the other top sounding violins aren’t heard much in public today because they are owned by museums or private collectors who do not loan out the instruments. The violin gets its name from Henri Vieuxtemps, a Belgian violinist and composer who owned the instrument until his death in 1881. Vieuxtemps was considered by many to be the greatest violinist of his day and was so in love with this instrument, he wanted to be buried with it. Thankfully, that didn’t happen, and its ownership passed through the hands of several financiers eventually ending up in Ian Stoutzker’s private collection for more than half a century before it went on the market where it was touted as the most expensive violin. In 2012, a private collector purchased it
and awarded the violin to me for lifetime use. CSQ How do you connect with an instrument that has such history and value? AAM I cannot think of any other profession that relies on priceless historical antiques (imagine walking around with a Matisse or Monet and regularly working with it). I feel that it is the sound and soul of the instrument that inspire all instrumentalists. The ex-Vieuxtemps resonates with a powerful, incredible range of color and rich, deep bass notes. The high notes speak clearly and with cathedral-like projection. It covers such extremes much like the earth and sky wrapped into one instrument. CSQ How important is the legacy of the instrument, knowing it is on loan until your death? AAM This instrument has survived 276 years, which makes it older than our country. Its overall health is pristine and I hope that many more generations of audiences will enjoy its sound. She is so entirely extraordinary. end
NEAL FRASER & AMY KNOLL FRASER Age 48; 46 Education CIA; University of Kentucky Hometown Hollywood Hills, California; Johnson City, Tennessee Residence Silverlake Mentors Marc Valiani, Thomas Keller, Hans Röckenwagner, Joachim Splichal, Octavio Becerra (Neal) Advice Try harder than the day before (Neal); Persistence and patience (Amy) Success The day Amy and I opened Grace (Neal); Taking over Redbird (Amy) LA Eateries Torigoya, Musso and Frank, Blossom, Genwa, Pine & Crane, Sushi Gen, Badmaash, Tsubaki
Neal and Amy—husband and wife and business partners–continue to gain momentum at Redbird and Vibiana, their restaurant and cathedral-sized event space, in the heart of Downtown Los Angeles By Matthew Seukunian
Culture & Taste - Proprietor’s Profile
CULTURE & TASTE
Getting Here From There
Fraser grew up off Mulholland, wedged between the Valley and the City where he notes he split time during his schooling. He jokes that he and his parents were all terrible cooks which may explain his fondest memory of food–as more than pure sustenance–growing up being attributable to his godfather, with whom he shared a birthday. “I remember the first time I had Lobster Americaine … it was served in this great creamy sauce … for the first time it wasn’t a burger and fries. I saw art on a plate for the first time that night,” he remembers. A semi-professional cyclist, he would move to San Francisco after high school before returning home to Los Angeles for personal reasons. With no culinary training under his belt, he knocked on the door of the closest restaurant to his parent’s home, Caioti in Laurel Canyon. He asked for a job and they gave him one. He would then cook at Eureka, a Wolfgang Puck property in Santa Monica, before going to the Culinary School of America. From there he did what many prodigal chefs do early in their
Photos: Courtesy of Redbird and Sprout LA
When Neal Fraser first met his now wife, Amy Knoll Fraser, he was a nondescript chef, working at Rix in Santa Monica. Knoll Fraser was the restaurant’s assistant general manager. The year was 1997. “We began as coworkers and fell in love shortly thereafter,” Fraser recalls. Some twenty years later the two are also business partners (along with Mike Glick of Sprout Los Angeles). They, along with Glick, own and operate Redbird–unquestionably one of Los Angeles’ finest restaurants–and the adjacent Vibiana–an event space that can hold up to 1,000 guests. In addition to their cathedral-sized event space and restaurant, Redbird has five private dining rooms tucked within the old cathedral that can seat as few as 16 and as many as 120. How do they manage it all? “It’s been hard work but we’ve managed to get the three ring circus to really work … we can have four or five private parties upstairs, a full dining room, and a big party at Vibiana and satisfy them all,” Fraser says. Knoll Fraser adds fondly, “The first night we had a Vibiana event and Redbird was full, it was an odd out-of-body experience.”
1. Redbird’s diverse menu spotlights sardine, tuna, scallops, swordfish, and seabass – not to mention the trout now being farmed in the garden 2. Redbird’s Bar Director Tobin Shea recently introduced his Silk Road Cocktail Collection, comrpised of cocktails concocted from ingredients found along the famed route
careers: he cooked everywhere. Along the way he cooked in the kitchens of Joachim Splichal, Thomas Keller, and David Burke. Fraser credits the late Chef Marc Valiani as a true mentor, someone who “spent more time mentoring me as a human being than as a chef … he was really hard on me and I learned a lot.” Knoll Fraser, meanwhile, grew up in East Tennessee and admits to being unsure where her love of food came from. She does, however, credit her grandmother who, she notes, “fancied herself as an aristocrat who had an appreciation for the finer things and was a stickler for etiquette … she had a tremendous influence on me.” The Early Days
The duo opened their first restaurant together in the early aughts after Fraser was unexpectedly let go following the sale of Jimmy’s. They found out just after the New Year upon their return from a camping trip that did not come with cell service. Knoll Fraser remembers a “big speech” her now husband gave that day, encouraging them to raise money and make their dream come true. Raising money in the restaurant industry is far from a sure thing as investments in a restaurant are investments in a person, a chef, and not a brand or product. Luckily, Knoll Fraser is patient and Fraser is persistent and tenacious, a powerful one-two punch that worked and helped them open Grace, which closed in 2010. While Grace and a second, since closed, restaurant–BLD–were up and running, Knoll Fraser discovered the Vibiana space by happenstance, invited to view the space as part of an event walkthrough. Knoll Fraser felt immediately how most people who see the space for the first time feel, floored. “The space is so gorgeous and I didn’t even know it was here,” she thought, adding, “there is nothing else like this in Los Angeles.” Though they immediately wanted to call the
space their own, it would be an immensely tedious process. Originally discovering the space in 2008, they first attempted to secure a loan or raise money before bringing on partner Mike Glick. Since coming on as partner, Glick has worked his magic and played his part, supporting their vision. “Mike is super supportive, totally gets it, and has been a dream partner,” Fraser says. Though they first discovered the space in 2008, Redbird would not open until 2015 (see immensely tedious process referenced above) but when it did, the duo and Glick (who owns the property along with CSQ Visionary Tom Gilmore) would be on the same page and seemingly nothing would be able to stop them. They have not come close to showing signs of slowing since opening in 2015, and as Fraser explains, “we’ve been working on this project for nine years now and we’re still not done … we’re always working … it always feels like we’re physically changing constantly.” These additions and expansions are evident even as I sit with them on a late summer afternoon. Fraser notes that one of their newest additions, a project that has taken just under 90 days, is a garden out back in what used to be a parking lot. I ask to see it, and Fraser agrees. The garden is masterfully planned, inviting, and a joy to walk through. Home to tomatoes, olives, grapes, herbs, and–most exciting to Fraser–a hydroponic trout farm. With the trout farm up and running and plans to host events in the garden, I ask the couple about that out-of-body feeling Fraser described. On a full night, they are serving 1,200 customers and have 175 people working across the properties. Fraser’s best feelings vary. “Sometimes my best feeling is leaving at night and having it run on its own … sometimes it is a great service,” he says proudly. Pride is something that we harken back to often during our time together. When asked about the Los Angeles food renaissance the city is undergoing, Knoll Fraser discounts it. She aptly points out how New York City centric media is, especially food media–including the Michelin Guide and James Beard Awards. “This is not like what has happened in London,” she says. London wasn’t putting out good food and now they are. Los Angeles has always been putting out good food (especially of the ethnic variety, they would remind you) and, in many cases, it has been cooked by the same people–Fraser included. So while Los Angeles continues to enjoy its moment in the culinary spotlight, as the NoMad Group, the team behind Cosme, and Daniel Patterson head west, Knoll Fraser and Fraser will keep adding and expanding on what very well could be the biggest, busiest, and best restaurant in Los Angeles. end
Culture & Taste - Proprietor’s Profile
CSQ FALL 2017
Dine Fabulously This Fall
As the days get cooler and the nights get longer, the dining options across the city stay hotter than ever. Jordan Kahn continues to carve out his niche in Culver City while the options–both new and old–in West Hollywood have never been better By Brittany Fuisz
Destroyer Culver City A Farm to Table Science Project Chef Jordan Kahn Looking for something extraordinary? Half science experiment, half restaurant, Destroyer almost seems like you’re dining in the future. A peek at the website promises something different, creative albeit a bit confusing with many moving parts (literally). Order at the counter, set right in the kitchen, as you try to decipher the projected menu on the near-
by wall. The minimalistic space offers interior and exterior seating. When dishes arrive at your table, colors explode. Meanwhile, ingredients that are prepared simply are often hidden, under a bed of seeds or greens. You deconstruct the dish, such as the beef tartare, which sits under a bed of radishes with smoked egg cream and pickled mushrooms, to discover this meticulously beautiful raw meat. Chicken confit is richly layered with yukon gold potato, aged cheese, yuzu, and hazelnut. Open for breakfast and lunch only. Fussy? Perhaps...but incredibly inventive and not a lunch you are likely to forget. destroyer.la
Culture & Taste - Fine Dining
Laurel Hardware West Hollywood New American
One of the best places for outdoor dining all year long is the back patio at Laurel Hardware. Start with a glass of rosé under strands of lights on the patio and nibble on fork-tender pork ribs as the sun goes down. Spanish octopus is excellent and served with a charred bean salsa. Choose from a selection of pizzas or mains from pasta to red snapper with burnt lemon, bok choy, and hearts of palm. If you thought Laurel Hardware was a bar, you are correct. In fact, their new Mezcal Bar is intimate, chic, and offers a fabulous place to end your meal with a hand mixed drink beside the glow of a fireplace. We'll be lingering near this fireplace for all of fall. Still hungry? They have an exclusive menu just for the Mezcal Bar that features gourmet tacos and more. laurelhardware.com 1 140
CULTURE & TASTE
Destroyer: ECurtis Pickrell // Laurel Hardware: EDLT Photography
Chef Alison Trent
1. Chef Jordan Kahn’s Destroyer – and his newest restaurant Verlaine – are two of LA’s most scintillating culinary offerings 2. Laurel Hardware sits comfortably along one of the busier stretches of Santa Monica Blvd. 3. The Laurel Hardware bar is busy all nights of the week and all months of the year 4. The Rosaliné team 5. Bellicose Warrior – mesquite-smoked pisco, aji amarillo, pineapple, lemon, curacao, kümmel
6. Marinated spicy Peruvian olives, eggplant puree, cancha corn, turmeric flat bread
Culture & Taste - Fine Dining 5
Rosaliné West Hollywood Peruvian
Lovers of Picca or MoChica will be thrilled to see Chef Ricardo Zarate back in action. This modern Peruvian restaurant has transformed the old Comme Ça space into a vibrant, indoor-outdoor destination for creative cocktails and contemporary Peruvian cuisine. Pisco sours, served in handpainted ceramic mugs, are a refreshing way to start the evening. Choose from almost half a dozen different ceviches: kampachi ceviche with baja California amberjack, aji pesto, charcoal oven roasted sweet potato or ceviche crocante with halibut, crispy baby calamari, yuzu kosho, and ají amarillo leche de tigre. All of LA is talking about the Chaufa Paella, a must order on your first visit. Request a seat at the ceviche bar to watch the chefs make this dish
Rosaliné: Carla Choy
Chef Ricardo Zarate
CSQ FALL 2017
in action. Peruvian fried rice, paella-style, is carefully topped with tomatoes, pancetta, la chang sausage, bagoong, prawns, and an array of their specialty sauces. Expect excellent nightly specials, like the incredibly tender bone-in short rib, served with coleslaw and roasted figs. Desserts are by no means an afterthought. Peruvian cake is reminiscent of a tres leches, but better. Goat’s milk manjar blanco, coconut milk, maracuya guava frozen yogurt, torched meringue, and Harry’s berries strawberries are combined for a milky, sweet ending. Bonbons are perfect if you are looking for just a bite and come in three flavors: lucuma ice cream, chocolate ice cream, and strawberry huacatay mint sorbet, dipped in Peruvian chocolate. rosalinela.com 141
1. Though the seasons are changing, the outdoor bar at Verlaine is one you won’t want to miss 2. The Verlaine menu capitalizes on the fresh produce afforded to Californians year round 3. The Verlaine half chicken is served with burnt eggplant, grilled carrot, pickled radish, and kale
Culture & Taste - Fine Dining
Verlaine West Hollywood Modern Mexican Chef Diego Hernandez
CULTURE & TASTE
You will hardly remember that this was the former location of Dominick ’s. Award-winning Chef Diego Hernandez from Corazon de Tierra in Mexico’s Valle de Guadalupe is plating beautiful Mexican cuisine in the gorgeously remodeled space. Checkered floors, exposed brick walls, and a back patio covered entirely by skylights fills up every evening, as guests share dishes from the small but deliberate menu. Everyone at your table will swoon over their homemade
tacos and fresh ceviches. Vegetable dishes like whole baby beetroot are served with smoked garlic puree, hibiscus powder, and dried cheese, while whole baby carrots with queso fresco are almost too pretty to eat. Ask if they have the black beans—arguably the best in LA. Short rib braised in black bean broth is tender and flavorful with pickled cauliflower. Desserts are also a win, from corn cake with corn anglaise to the lighter nectarine berries and cream with Thai basil granita. verlaine.la
The District by HA
Deals & Dishes
Some of the city’s finest new dining options work just as well in the evening as they do over lunch or happy hour with colleagues
BUSINESS LUNCH & HAPPY HOUR
GESSO West Hollywood VIBE High ceilings and a colorful bar help breath life into the former Pitfire space. Chef Doug Miriello, a Gjusta veteran, has a warm and inviting dining room
that sets the stage for another one of the city’s standout all day dining options. BITE Miriello – raised on the East Coast – built a menu that makes the most of his Jewish and Italian heritage while also honoring the geography of his past and present. Feeling gluttonous? The Ashbrook Cheeseburger is your best bet. SIP With more than 50 wines (reds, whites, bubbles) and a dozen beers offered you likely won’t go wrong no matter your order. On the cocktail front, the Sherry Pie (bourbon, sherry, peach, egg white, crumbled streusel) sounds too good not to try. gessoresto.com
TSUBAKI Echo Park HAPPY HOURS Tu–F 5:30–7:30p VIBE The vision of Charles Namba and Courtney Kaplan, Tsubaki pays tribute to the pairs long-standing love for izakaya, an informal tavern rooted at the heart of Japan’s dining traditions. BITE The Japanese “Dodger Dog”
is one of the best dishes on the menu at any restaurant in the city right now. Order it with a side of Boquerones Tempura crispy fried Spanish white anchovies. SIP While the sake list is everchanging, the focus will always be on small, craft breweries. Along with sake, Tsubaki offers canned, bottled, and tap beers in addition to shochu and wine. tsubakila.com
Culture & Taste - BL & HH
LUNETTA ALL DAY Santa Monica VIBE Chef Raphael Lunetta and the Divide + Conquer team opened this much needed breakfast-lunch-and-dinner spot in Santa Monica earlier this year, offering a back patio, roomy bar, and copper top tables to give it a local diner feel.
CULTURE & TASTE
BITE Although breakfast is served until 4pm you can’t go wrong with the fried chicken sandwich or the grilled chopped salad. SIP Despite the hours of operation, Lunetta All Day offers a full bar morning, noon, and night. lunettasm.com
HAPPY HOURS Tu–Su 4:30–6:00p VIBE Nestled into the far end of Abbot Kinney, Neighbor breathes new life into the former Willie Jane Space. The restaurant is lush – and for once that is not unappealing – casual, and inviting, with a roomy comfortably patio out back. BITE Chef Joshua Lace’s menu avoids culinary corners, ranging from vegetable-forward small plates to a balanced set off main courses offerings including scallops, miso-mustard salmon, chicken, lamb, and steak. SIP Some of the best cocktails being poured on the westside, Neighbor’s happy hour offerings include staples from Margaritas to an Old Fashioned and the “Hey Neighbor” – a shot of whiskey and a beer. neighborla.com
This fall, CSQ reviews a trio of books whose subject and focus is—either directly or indirectly—a family member. Whether finding wonder in a New York City bar, grieving loss in Silicon Valley, or saying “Goodnight, Moon,” each of these manuscripts allows the reader to experience a gamut of emotions.
By Callie Strull
Two and Two: McSorley’s, My Dad, and Me Rafe Bartholomew Little Brown & Company 288 pages
PLOT The author tells the story while placing himself in a historically famous, renowned bar in New York City—McSorley’s. As readers, you continue to feel Bartholomew’s struggles, growth, and transformation as he shares stories of practically growing up in the bar, alongside his father.
Option B: Facing Adversity, Building Resilience, and Finding Joy Sheryl Sandberg and Adam Grant Knopf 242 pages
MEAT Growing up, Bartholomew saw McSorley’s as an exciting place full of whimsical wonder— where he also was able to spend time with his father. The book, at its best, gives you plenty to chew on, when Bartholomew shares hilarious, crude, and sometimes heartfelt anecdotes experienced by the author and those around him while at McSorley’s.
PLOT The follow up to the Facebook COO’s smash hit Lean In is a much more pointed and visceral book. After having her husband pass away unexpectedly, Sheryl Sandberg felt empty and alone. Through writing this book, Option B, she slowly discovers how to recover from untimely tragedy and learns that resilience is a muscle we should all strengthen. MEAT The meat of Sandberg’s book comes from the stories of suffering, trials, and adversity told by ordinary people. They found an undiscovered strength inside of themselves. Their stories capture humanity’s innate ability to persevere.
Culture & Taste - Required Reading TWIST The undertone of suffering throughout the book is brought to the surface when Bartholomew describes his mother’s quick and unexpected demise. The narrative shifts from light-hearted storytelling to an intense and emotional time in the author’s life that will stay with readers.
In the Great Green Room: The Brilliant and Bold Life of Margaret Wise Brown Amy Gary Flatiron Books 305 pages
PLOT This is the story of Margaret Wise Brown, the author of the seminal childhood bedtime story, Goodnight Moon. Wise Brown— as one could imagine—lived a life full of creativity that she shared in
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TWIST The twist comes from the heartbreaking detail and heroism of the author. Sandberg had to ignore the outside world hounding her, hold her family together, and deal with her loss.
letters, journal entries, and songs, always painting boys and girls as equals, ultimately transforming the lives of children. MEAT Amy Gary, the former director of publishing at Lucasfilm and the head of the publishing department at Pixar Animation, discovered unpublished manuscripts and songs from Margaret Wise Brown in 1990. Since then, Gray has extensively catalogued, edited, and researched Wise Brown’s writings and life.
travagant life. She threw many raucous parties, loved to hunt, fell in love several times, and also found time to have numerous affairs. Gary paints the Wise Brown canvas colorfully throughout.
TWIST Though she was seen as merely the author of children’s books, Wise Brown lived an ex-
Worl d-C Orche lass Right stra i Comm n Our unity !
Subscribe to the 2017/2018 Masterpiece Series!
Performances are held on Saturdays at the Thousand Oaks Civic Arts Plaza at 8:00pm and on Sunday’s at the Oxnard Performing Arts Center at 3:00pm. October 7-8, 2017 Grand SeaSon openinG
March 10-11, 2018 ZukerMan & ForSyth
We open the season celebrating Hispanic Heritage Month, featuring acclaimed flamenco dancer Siudy Garrido performing the Spanish ballet, El Amor Brujo.
Violin superstar Pinchas Zukerman will return for his second appearance with the New West Symphony to conduct our orchestra and perform with cellist Amanda Forsyth. April 13-14, 2018 claSSical vienna
November 18 -19, 2017 M auceri & BernStein’S 100th
PHIL 100 New West Symphony
Famed Hollywood Bowl music director John Mauceri conducts an exciting multimedia program commemorating the 100th birthday of Leonard Bernstein, with selections from West Side Story, Candide and other fan favorites. January 27 -28, 2018 tchaikovSky pathétique The romance of Russian music composed by Tchaikovsky and Rachmaninov is enhanced by the excitement of a world premiere commission by EMMY® Award-winning composer Bruce Broughton for Lyris Quartet and New West Symphony.
Viennese music is on display with Austrian pianist Till Fellner, who will stun audiences with his mastery of the Mozart’s Piano Concerto No. 22 in E-flat Major. May 12-13, 2018 virtuoSo tour de Force We conclude our season with a Hungarian flare, and Van Cliburn Piano Competition winner Haochen Zhang performing the dynamic Liszt Piano Concerto No. 1.
Subscriptions: $150-$600 for 6 Concerts!
Book online at www.NewWestSymphony.org or by calling 866-776-8400. Lyris Quartet
John Mauceri All dates, artists and programs are subject to change.
145 Visionaries Awards in Sports & Entertainment
CSQ’S VISIONARIES AWARDS IN SPORTS & ENTERTAINMENT
The Network - Cover Page
Held at an $11M estate in Hancock Park in conjunction with The Agency, CSQ honored the 2017 class of Visionaries and NextGens, including those responsible for bringing the Summer Olympics and Chargers back to Los Angeles
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CSQ’S 2017 VISIONARIES AWARDS IN SPORTS & ENTERTAINMENT
Visionaries of the Year Janet Evans LA 2028 Vice Chair and Director, Athlete Relations Allyson Felix Member, Athlete’s Advisory Commission
In conjunction with Ernst & Young Entrepreneur of the Year Award finalists The Agency, CSQ honored its 2017 CSQ Visionaries in Sports & Entertainment in a breathtaking $11M home in Hancock Park. The evening’s primary honorees were Janet Evans and Allyson Felix who, together with Casey Wasserman, Mayor Eric Garcetti, and the rest of the LA 2028 team, are playing a pivotal role in the execution of the upcoming 2028 Summer Olympics. Also honored as Visionaries were third-generation NFL executives and owners A.G. and John Spanos, who reminded those in attendance of the importance of hard work and the legacy of their family while giving some fantasy football sleeper picks; Rick Eiserman, CEO, Engine North America and Trailer Park; Walter Manzke, Chef and Owner, République, Petty Cash, and Sari Sari Store; Walter O’Brien, Founder & CEO, Scorpion Computer Services; and Renata Simril, President & CEO, LA84 Foundation.
Rick Eiserman Engine North America and Trailer Park CEO A.G. Spanos LA Chargers President of Business Operations John Spanos LA Chargers President of Football Operations Walter Manzke Chef and Owner, République, Petty Cash, and Sari Sari Store Selema Masekela VICE World of Sports Host and EP Walter O’Brien Scorpion Computer Services Founder and CEO
The Network - Visionaries Awards
In addition to those being honored on stage, attendees included members of CSQ’s network of C-Suite Visionaries and NextGen Leaders as well as The Agency co-founders Blair Chang and Billy Rose. Attendees were treated to tastings by The Macallan and catering courtesy of The Patina Resaurant Group while receiving guided tours of the home’s amenities, including a private movie theater and wine cellar. 148
Angela Ruggiero LA 2028 Chief Strategy Officer Renata Simril LA84 Foundation President and CEO Peter Ueberroth 1984 LA Olympics Organizer, Former MLB Commissioner, and Pebble Beach Co-owner
ALSO HONORED: CSQ’s 2017 NextGen 10 in Sports & Entertainment: Corey Conrad, David Gray Edwards, Steve Ezell, Russell Gordon, Erik Huberman, Soumya Jain, Erica Lee, Gabriel Ornelas, Milana Rabkin, Mackenzie Todd, and Jennifer Van Dijk.
The Network - Visionaries Awards 7
1 Chuck Davis, Scott Porter 2 CSQ partner The Macallan’s brand ambassador 3 David Gray Edwards, Katrina Stagg, Justin Rezvani 4 Jennifer Van Dijk, Oscar Delgado, Nancy Bennett 5 Rick Eiserman, David Wurth 6 Billy Rose, Shaz Khan 7 Walter O’Brien, Soumya Jain, Yash Chopra 8 Matthew Seukunian, Jennifer Van Dijk, Erik Huberman, Russell Gordon, David Gray Edwards, Corey Conrad, Soumya Jain, Gabriel Ornelas, David Wurth 9 The Agency’s $11M Hancock Park estate
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The Network - Visionaries Awards 5
1 Jessica Ferguson, Renata Simril, Pamela Smith 2 Tom Leach, Andy Tu 3 Jeremy Rosenberg, Frank Mottek 4 Chuck Davis, Jeffrey Pollack, Ken and Renata Simril, John Spanos, A.G. Spanos, 5 Calvin Lyons, Renata Simril, David Wurth 6 Jeff Millman, Janet Evans
SPONSORS AND PARTNERS Host The Agency Patron EY Sports Academy Catering Patina Restaurant Group 1
Brand Partners Gemelli The Macallan
The Network - Visionaries Awards 3
PHOTOGRAPHY Albert Evangelista, Vanessa Schram 1 Janet Evans 2 John Spanos 3 Larry Braun, Walter Manzke, Margarita Manzke 4 Billy Rose, David Wurth, Blair Chang
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EVENT CONTACT Tiffany Weatherman, email@example.com
INDEX PEOPLE Ali, Muhammad 58 Allen, Debbie 46 Angelo, David 58 Annenberg, Wallis 62 Argerich, Martha 54 Aube, Leonard 62 Bach, J.S. 54 Bartholomew, Rafe 145 Bass, Sid 66 Bell, William F. 98 Berggruen, Heinz 66 Berggruen, Nicolas 66 Berkeley, Edward 54 Bernback, Bill 58 Blair, Tony 68 Bloomberg, Michael 62, 64 Bonta, Ron 61 Bort, Randall 47 Boyle, Greg 60 Brabham, Jack 30 Brady, Tom 43 Braun, Scooter 42 Broad, Edythe 56 Broad, Eli 56, 68 Brougher, Kerry 56 Brown Jr., Edmund 61 Brown, Jerry 68 Buck, Kay 52 Buffett, Warren 62, 64, 66 Buffum Chandler, Dorothy 64 Bun B 42 Burke, David 139 Calder, Alexander 92 Cantil-Sakauye, Tani 61 Cardoso, Fernando Henrique 68 Carles, José 96 Chavez, Cesar 60 Clayton, Janet 68 Clinton, Hillary 53 Confucious 67 Cota, Eddie 48 Crews, Paul 55 Cummins, Ryan 48 Cunningham, Barry 45 Dali, Salvador 66 Domingo Jr., Julio Santo 66 Dorsey, Jack 68 Egger, Robert 50 Fine, Rachel 54 Flowers, Lennon 48 Fraser, Amy Knoll 138 Fraser, Neal 138 Gary, Amy 145 Gehry, Frank 68 Gilmore, Tom 139 Glick, Mike 138 Grant, Adam 145 Harris, Kamala 61 Hawthorne, Christopher 55 Hermosillo, Jose 24 Hernandez, Diego 142 Hertzberg, Bob 61 Heyler, Joanne 56 Hopfer, Hans 22 Iñárritu, Alejandro Gonzalez 134 Kahn, Jordan 140 Kaiser, Michael 54, 55 Keller, Thomas 138 Killian, Donny 51 King Jr., Martin Luther 58 Lagos, Ricardo 68
COMPANIES Leung, Helen Lundquist, Melanie Lundquist, Richard Macron, Emmanuel Madrigal, Andreés Mandell-Fifer, Abby Manoe, Jeff Manoe, Lorie Manos, Matthew Martinez, Judith McCoy, Cartlon Meyers, Anne Akiko Miró, Juan Miscikowski, Cindy Mogentale, Kaitlin Moissi, Bettina Moss, Eric Own Musk, Elon Neman, Chelsea Ng, Dominic Nguyen, Maria Nicklaus, Jack Nietzsche, Frederick Nimoy, Susan Bay Obama, Barack Owen, JJ Owen, John Paul, Ron Philbin, Ann Picasso Pohlson, Matt Pott, Aaron Ray, Man Rice, Condoleezza Robert Mondavi Robichaud, Chris Rowling, J.K. Royce, Henry Salvadori, Roy Sandberg, Sheryl Sarkozy, Nicolas Sartre, Jean-Paul Schmidt, Eric Schroder, Gerhard Scolnik, Nina Shellenback, Eric Shelby, Carroll Skoll, Jeff Soon-Shiong, Patrick Soto, Eddie Spiegel, Evan Splichal, Joachim Steele, Patrick Stibel, Jeff Taylor, Charles Tennennbaum, Andrew Timme, Elizabeth Torrisi, Rich Trent, Alison Trudeau, Justin Twombly, Cy Valiani, Marc Varela, President Juan Carlos Vieuxtemps, Henri Villaraigosa, Antonio Watts, Alan Watt, JJ Wertman, Adlai Wong, Mark Woodhead, Patrick Zarate, Ricardo
49 62 62 68 94 50 50 50 50 49 100 136 92 68 50 66 46 58, 68 50 68 51 96 67 47 53 51 51 61 47 66 48 24 66 68 24 47 44 32 30 145 68 67 68 68 54 50 30 68 68 28 68 139 65 45 68 47 49 92 140 68 92 139 94 136 63, 64 58 44 50 50 28 141
Alliance for Children’s Rights 64 Alpha Investment Management 66 Anti-Recidivism Coalition 61 Aston Martin 30 Audi 100 Audible 48 Bacara Resort & Spa 98 Bay Sports Health & Recreation 62 Blackbird Vineyards 24 Blind Barber 92 Bottega Veneta 27 Boys & Girls Clubs of Metro LA 47 Broad Art Foundation 56 Brunello Cucinelli 26 Bugatti 32 CA Lottery 57 California Science Center 62 Canali 26 Casa Noble 24 CAST 52 Champion City 48 Children’s Hospital Los Angeles 59 City of Hope 63 Condé Nast Traveler 97 Covenant House 59 David&Goliath 58 Destroyer 140 Dollar Shave Club 48 Donde José 94 dublab 48 Embraer 28 Ferrari 30 FitBit 51 Flashpoint Foundation 47 Fortune 65 Fulfillment Fund 62 Gesso 144 Greubel Forsey 36 Griffith Observatory 47 Gstaad Place 101 Hammer Museum 47, 134 Harvard University 45 Headspace 50 Heart of Los Angeles 47 Here’s Looking at You 54 Hérmes 101 Herzog & de Meuron 66 Homeboy Industries 48, 60 Inhershoes 49 Inner City Arts 64 Jack in The Box 57 Jaeger-Lecoultre 38 Jaguar 31 Jonathan Adler 22 KIA 57 LA 2028 51 LA Biomed 62 LA Chamber Orchestra 55 LA Children’s Chorus 55 La-Más 49 LACMA 134 LAFC 51 Laurel Hardware 140 LocoL 48 Louis Vuitton 27, 101 Lunetta All Day 144 Madrigal 94 McLaren 31 Missoni Home 22 MOCA 56 Moncler 101
Movember Foundation 46, 51 Neighbor 144 New Amsterdam Vodka 57 New Directions for Veterans 59 Oakland Raiders 59 Omaze 48 Omni La Costa Resort & Spa 96 Oxford University 45 Palecek 22 Palos Verdes Land Conservancy 62 Panama Art Society 94 Pancreative Cancer Network 62 Parmigiani 36 Partnerships for LA Schools 62 Patek Philippe 38 Paul Smith 26 Pelican Hill Golf Club 97 Planned Parenthood 62 PMK*BNC 47 Politico 64 popchips 57 Porsche 31 Project Angel Food 59 Red Frog Beach Resort 94 Redbird 138 Riot Games 48 RM Sotheby’s 30 Roche Bobois 22 Rolex 36 Rolls-Royce 32 Rosaliné 141 Safra Bank 66 Salvatore 26 San Francisco Opera 54 Sandpiper Golf & Country Club 98 Sandtree Holdings, LLC 47 Santo Domingo Group 66 Scopely 48 Shine on Sierra Leone 59 Skirball Cultural Center 62 Swipe Out Hunger 50 Symphony Space of New York 47 Tala 49 Tappan 50 The American Trade Hotel 94 The Arlo Hotel 92 The Art of Plating 51 The Broad 56 The Dinner Party 48 The Getty Center 66 The Grill 92 The Little Nell 100 The Macallan 24 The Montage Beverly Hills 54 The Pool 92 The Pulp Pantry 50 The Resort at Pelican Hill 97 The Wallis 54 The WorldPost 68 Torrance Memorial Medical Center 62 Tsubaki 144 UNICEF 52 62 Union Rescue Mission United Friends of the Children 64 Verlaine 142 Very Nice 50 Vibiana 138 Walt Disney 28 White Desert 28 Winc 51 Zegna 27
ADVERTISER DIRECTORY AEG Premium Seating staplescenter.com/premiumseating
Chase Foundation chasefoundation.org
Hammer Museum hammer.ucla.edu
Alzheimer’s Greater LA alzgla.org
City National Bank cnb.com
Hughes Marino hughesmarino.com
American Red Cross redcross.org
City of Hope cityofhope.org
ICM Partners Foundation icmpartners.com
Association for Corporate Growth intergrowth.org
Clay Lacy Aviation claylacy.com
Institute of Neuro Innovation inifoundation.org
Aviva Family & Children’s Services avivacenter.org
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Karma Automotive karmaautomotive.com
Baltaire Restaurant baltaire.com
Corporate Strategies corpstrat.com
Luxe Hotels discover.luxecollection.com
Boy Scouts of America, Greater LA Area Council glaacbsa.org
Marathon Coach marathoncoach.com
Ernst & Young ey.com
Montage Insurance Solutions montageinsurance.com
Boys & Girls Clubs of Metro LA bgcmla.org Brent’s Deli brentsdeli.com Bresee Foundation bresee.org Burgess Yachts burgessyachts.com Casa Pacifica casapacifica.org
Gemelli gemelliwear.com Genesis Open genesisopen.com gish SEIDEN LLP gishseiden.com Goodwill Southern California goodwillsocal.org
Punta Mita Properties puntamita.com Scorpion Computer Services scorpioncomputerservices.com SoCal IP Law Group LLP socalip.com The District by Hannah An thedistrictbyha.com The Guardians of the Los Angeles Jewish Home laguardians.org The Music Center musiccenter.org The Resort at Pelican Hill golfpelicanhill.com The Wallis thewallis.org
New West Symphony newwestsymphony.org
Matthew Gavin Enterprises matthewgavin.com
Uomo Sport uomosport.com
Polacheck’s Jeweler’s polachecks.com
Wells Fargo Private Bank wellsfargoprivatebank.com
Powershares QQQ powersharesqqqchampionship.com
Zin Bistro Americana zinwestlake.com
uomo_s por t
Uomo Sport.indd 1
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uomos por t 2016
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C-SUITE QUOTED 60
What if we spoke the whole language of love, hope, and bright promise, rather than just giving lip service. We should be fluent in this language.
Today’s philanthropy has to be much more big-picture oriented. The thing that I particularly like doing is effecting systemic change.
What struck me most was, she went through something truly horrific ... and yet she’s so resilient and confident. All I needed to do was create a safe space, and listen.
My role at the institute is actually quite elementary. Helping people think and generating valuable ideas to make sure the institute comes up with something of value.
There are many generous people in Los Angeles who’ve given funds to worthy causes ... that sort of public-spirited quality is really pronounced in Eli and Edythe, and that’s something I’m really appreciative of as time goes by.
How do you restore a system that has worked [and do it] in a modern way? That means new thinking, new ideas. That’s never going to be comfortable.
I think so many of the skills that I learned as a pianist ... figure into everything that I do now.
We’ve been working on this project for nine years now and we’re still not done ... we’re always working ... it always feels like we’re physically changing constantly.
It is simply about listening to your voice and believing that there is something stronger in you that is capable of overcoming any type of challenge out there.
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2017 Greater Los Angeles Award winners 24Hr HomeCare
Co-Founder & CEO
Co-Founder & CEO
Co-Founder & President
Co-Founder & COO
Honoring LA’s most dynamic entrepreneurs.
TrackR Co-Founder & Retail and Consumer Products Chief Marketing Officer
Chris Herbert Co-Founder & CEO
Congratulations to the Entrepreneur Of The Year 2017 Greater Los Angeles Award winners! And good luck to them at the national awards!
The national awards conclude the Strategic Growth Forum — the country’s most prestigious gathering of high-growth, market-leading companies. This by-invitation-only CEO forum convenes more than 2,000 of the nation’s top executives, entrepreneurs, advisors and investors. For more information visit ey.com/us/sgf. To learn more about our Greater Los Angeles finalists and winners – or to find out how to nominate someone for 2018 – please visit us at www.ey.com/us/eoy/greaterla.
Distribution and Manufacturing
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Bassil Dahiyat Founder, President & CEO
Co-Founder & CEO
Nationally sponsored by
Co-Founder & President
President & CEO
Founded and produced by
Dr. Sohail Masood
President & CEO
Alex Zhou CEO
CSQ Q4 2017 - Philanthropy, Art, & Culture