VISIONARIES IN PHILANTHROPY, ART, & CULTURE Nancy Aossey Lawrence B. Benenson Angella Nazarian Dr. Rajiv Shah &
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2018 PHILANTHROPY 100
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Features Q4 2018 / 19 – Vol. 10 No. 4 Los Angeles & New York Philanthropy, Art, & Culture
VISIONARIES Los Angeles
VISIONARIES New York
58 With more than 30 years of leadership at one of the world’s largest relief foundations, NANCY AOSSEY has overseen the delivery of more than $2.8B worth of humanitarian assistance, the training of millions of people in 70 countries, and the launch of programs around the globe that have saved countless lives
62 Beyond his role at Benenson Capital Partners, LAWRENCE B. BENENSON is an avid accumulator of art—considered one of the top 100 collectors in the world— and a significant patron of the arts and humanistic charities
60 A truly visionary woman, ANGELLA NAZARIAN co-founded the nonprofit Visionary Women, dedicated to elevating the status of women and spotlighting female changemakers, while maintaining her roles of influential speaker, bestselling author, and active philanthropist
VISIONARIES OF THE YEAR
64 DR. RAJIV SHAH, after working in agricultural development at the Bill & Melinda Gates Foundation and as USAID administrator appointed by Secretary Hillary Clinton and President Barack Obama, is now leading an ambitious philanthropic agenda at The Rockefeller Foundation, which has granted more than $18B throughout its 105-year history
After years of innovations in spinal surgery and prolific orthopedic inventions, DR. GARY MICHELSON won a $1.3B lawsuit and now dedicates his time and resources to his array of foundations to improve conditions for animals, conduct groundbreaking biomedical research, and expand educational possibilities
Following in her family’s generous tradition of giving, LAURIE M. TISCH created her own philanthropic identity by launching the Laurie M. Tisch Illumination Fund, which has provided more than $100M to successful intitatives increasing access to the arts, healthy food, and job opportunities for all New Yorkers
OPINION 50 PATRIOTIC PHILANTHROPY IS ESSENTIAL TO KEEPING AMERICA’S PUBLIC WORKS PUBLIC By David M. Rubenstein Co-Founder & Co-Executive Chairman, The Carlyle Group
PHILANTHROPY, ART, & CULTURE
28 Gifts & Gadgets Wrap up 2018 by giving loved ones selections from Louis Vuitton’s line benefiting children in partnership with UNICEF—or items for play or travel from LV’s signature collection
34 Air Change lives by traveling the globe via TCS World Travel Jet Expeditions, taking clients to destinations where they can make an impact—or on curated trips around the world
30 Cigars A sophisticated blend of cigars hailing from the Dominican Republic, Cuba, and Miami to light up the holidays
36 Land From the looks of it, 2019 will be the year of luxury SUVs, including Lamborghini’s crossover, the redesigned Mercedes AMG G63, Bentley’s V8, and Jaguar’s I-Pace
32 Style Keep warm and help others in fashions from Ermenegildo Zegna, whose Zegna Foundation donates to environmental, medical, and scientific research, education, and training
45 54 NextGen 10 Meet this year’s class of under-40s who are disrupting philanthropy, art, and culture through advocacy, innovation, and inspiration—and leading their generation into the future
38 Water Heesen achieves the unimaginable in speed with Project Cosmos, and Damen expands its capabilities with the new SeaXplorer 40 Private Club Report The international h Club makes its debut in the creative arts scene in the heart of Hollywood, while members of CORE: club enjoy highly curated arts and rich cultural events in New York
37 Departments 20 Masthead 22 Editor’s Note 24 Contributors 124 C-Suite Advisors™ Index 143 The Network 153 Editorial Index 153 Advertiser Directory 154 C-Suite Quoted
42 Buying Time A look at this season’s watches from Zenith to Richard Mille, plus a CSQ&A with Thomas Blumenthal, CEO and President of GEARYS, on running the family business and giving back to the community
78 The 2018 Philanthropy 100 Our 6th annual guide to top charities, foundations, and philanthropies to know has gone bicoastal, spotlighting organizations from the Greater Los Angeles and New York regions
52 Innovative Office A spotlight on NYC’s Emerge212’s sleek, sophisticated executive work space and Cross Campus South Bay’s “beachy cool” collaborative events and work digs in Los Angeles
This edition’s lineup of C-Suite Advisors™ highlights various topics including wealth and health managment, the growing conversation in cannabis, the changing aesthetic of technology, and engagement in philanthropic and artistic endeavrors
106 Masquerading Technology as Art Aramis Hernandez INC Technologies
98 The City Suite Indulge in the height of luxury at the Peninsula Hotel in New York City, or enjoy the dynamic Nobu Hotel and sublime sushi beachside on the Malibu coast
108 The Past, Present, and Future of Planning Robert Dalie The Summa Group of Oppenheimer & Co. Inc. 110 ‘Survey Says’ ... Show Me LongTerm Care Planning! Martin Levy CorpStrat Inc. 112 The Pot Thickens William Mark Levinson Thompson Coburn LLP 114 A Kaleidoscope of Talent Celebrates Two Decades of Grassroots Philanthropy Stacy D. Phillips Blank Rome LLP 116 Cannabis Investments and Acquisitions Go Big Sander C. Zagzebski Greenspoon Marder LLP 118 Driving Engagement for Art and Cultural Organizations Matthew Zehner Zehner 120 Bringing the Experience Economy to Low-Engagement Industries Charlie Ittner Darien Group 122 Key Design and Culture Elements That Can Dramatically Affect Any Business Shay Hughes Hughes Marino
CSQ Q4 2018 / 19
102 Going Global Take a tour of Japan’s worldclass cuisine and historic cultural sights in Kyoto and Tokyo during cherry blossom season
CULTURE & TASTE 100 Golf Getaway Golf destinations from the pristine courses of La Paz, Mexico, to the East Coast’s epic Bethpage Black, the first publicly owned golf course to host the U.S. Open
128 Exhibits & Performances Los Angeles’ only children’s museum, the Cayton Children’s Museum, moves to a brand-new location, while in New York, The Winter Show in January will once again showcase the very finest in art and antiques 132 Proprietors’ Profile How Chef Michael White and partner Ahmass Fakahany went from food-loving childhoods to dominating the global restaurant scene—from New York to Dubai— with their roster of 17 award-winning restaurants, ever-evolving cuisine, and cutting-edge business acumen 136 Fine Dining Welcoming three new up-andcoming restaurants to Los Angeles, a culinary tour of newcomers in New York hotspots, plus Le Bernardin, still at the height of perfection 140 Required Reading & Listening Former First Lady Michelle Obama’s bestselling new memoir leads the list of must-reads, while the podcasts of favorite NPR shows keep listeners informed and inspired
LA Cover Dr. Gary K. Michelson Location Brentwood, CA
NYC Cover Laurie M. Tisch Location New York City
Photos John Lizvey Evan Sung
Publisher & Editorial Director David L. Wurth
ADVERTISING & MARKETING
C-Suite Advisors Robert Dalie Aramis Hernandez Shay Hughes Charlie Ittner William Mark Levinson Martin Levy Stacy D. Phillips Sander C. Zagzebski Matthew Zehner
Marketing Director Gioia Wurth
Manager, C-Suite Advisors™ Robert Kenney
C-Suite Advisors™ email@example.com
Marketing Assistant Chris Coronel
Marketing Partner Hawke Media
Manager, Operations & Finance Tiffany Weatherman
CONTENT Managing Editor Michele Raphael Art Director Eric C. Wilder Associate Editor Gabriela Capasso Copy Editor Dora Dalton Contributing Editors Ben Bloch Ryan Byers Bryan McKrell Karine Joret Contributing Writers Jessica Ferguson Brittany Fuisz Marnie Goodfriend Christina Simon David R. Weiss Photographers Adam Bussel John Lizvey Evan Sung Graphic Design & Illustration Ashle Imbriale
Special Thanks Nancy Hammerman Jeff Levick Darius Sabbaghzadeh Sree Sreenivasan
C-SUITE MEDIA ADVISORY BOARD
Accountant Stan Arutti
Larry Braun Diana Derycz-Kessler Jim Freedman Paul Kessler Steve Lehman Robin Richards James Segil Irv Zuckerman
Legal Scott Barlow Steven C. Sereboff Distribution Right-Way Distribution
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As the end of the year nears, it is a time of reflection. At CSQ, it has been a time of change as we continue to expand as a connective platform for changemakers on both coasts. Why do we do what we do? Because we believe that bringing great minds together is essential to forging a path forward as entrepreneurial innovation shapes our present and future. In this Q4 Philanthropy, Art, & Culture issue we also shine a spotlight on giving, with our 6th annual Philanthropy 100 guide. And we answer the questions: Who gives? Why do we give, as individuals and as a community? For Los Angeles Visionary of the Year Dr. Gary K. Michelson, a tough childhood and watching his grandmother suﬀer from a painful spinal disease motivated him to put himself through medical school by working multiple jobs. He went on to become a renowned spinal surgeon and prolific inventor, winning a landmark $1.35B lawsuit for his patented medical products. His wealth has enabled him and his wife, Alya, to give to animals and individuals in need, and fund educational advances, pet healthcare and safety protocols, and biotech research and innovations through a family of foundations, and a $50M gift to the USC Michelson Center for Convergent Bioscience. New York Visionary Laurie M. Tisch, continuing her family legacy of giving to New York, forged her own philanthropic path through decades of leadership in the arts and founding an impactful fund that has granted more than $100M to level the playing field for all New Yorkers by giving greater access to the
arts, healthy food, and opportunities. A new $10M Arts in Health initiative focuses on mental illness, trauma, and aging-related diseases, as Tisch continues to work to fill gaps in the city she loves. CSQ’s Los Angeles and New York Visionaries—International Medical Corps’ Nancy Aossey, Benenson Capital Group’s Lawrence B. Benenson, Visionary Women’s Angella Nazarian, and the Rockefeller Foundation’s Dr. Rajiv Shah—were shaped by childhood influences—and by their parents—to dedicate themselves to helping others and changing the world. In an enlightening op-ed, The Carlyle Group’s David M. Rubenstein, a patriotic philanthropist, shares why he is committed to ensuring the country’s documents and monuments are preserved for our future generations. And we share how our NextGen class is disrupting industries to better the future around the world. We are thankful to present their stories in this holiday issue, which is truly a gift. And we are so thankful to our readers and the growing CSQ community in Los Angeles and New York. Wishing all a time of pause and peace during this season of giving, and a reflection on why we give, as well. David L. Wurth Founder & Publisher firstname.lastname@example.org
Photo Credit: Alya Michelson
Dr. Gary K. Michelson and David Wurth at Michelson’s Brentwood home, November 2018.
Entrepreneur. It takes one to know one.
www.cbcal.com | Our Solutions. Your Success.
MARNIE GOODFRIEND is a writer, editor, violence intervention speaker, and 2016 PEN Center USA Emerging Voices fellow. She focuses on women’s health, trauma, mental health, and relationships and is essays editor of The Nervous Breakdown and creative nonfiction editor of Angels Flight • literary west. Her two memoirs, Birth Marks and Chewing Gravel, are forthcoming.
KARINE JORET is a global entertainment and luxury lifestyle advisor noted for connecting businesses and individuals to each other as well as creating curated business collaborations in the entertainment, fashion, luxury lifestyle brands in hospitality, art, interior design, and automotive arenas. Joret started her successful career at Warner Bros. Entertainment where she held numerous executive positions in retail, consumer products, and corporate communications over the years before becoming a strategic advisor to noted brands and individuals.
Angella Nazarian: A Vision in Good, p. 60
Gifts & Gadgets, p. 28; Style, p. 32
DAVID M. RUBENSTEIN is a co-founder and co-executive chairman of The Carlyle Group, one of the world’s largest and most successful investment firms. Since its founding, Carlyle has grown into a firm managing $210 billion from 31 offices around the world. Rubenstein is Chairman of the Boards of Trustees of the John F. Kennedy Center for the Performing Arts, the Smithsonian Institution, and the Council on Foreign Relations; a Fellow of the Harvard Corporation; a Trustee of the National Gallery of Art, the University of Chicago, Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, Lincoln Center for the Performing Arts, and many others. Rubenstein is an original signer of The Giving Pledge.
CHRISTINA SIMON is the co-author of Beyond the Brochure: An Insider’s Guide to Private Elementary Schools in Los Angeles, which has been featured on the BBC and NPR as well as in The Hollywood Reporter, Los Angeles Magazine, Town & Country, and The Daily Beast. Simon is the senior nonfiction editor of Angels Flight • literary west and her writing has appeared in Salon, The Huffington Post, LA Weekly, and L.A. Parent, among other publications. Simon received her B.A. from U.C. Berkeley and her M.A. in Urban Planning from UCLA.
Patriotic Philanthropy Is Essential to Keeping America’s Public Works Public, p. 50
Nancy Aossey: Nerves of Steel and Heart of Gold, p. 58
KRISTEN OLIVERI is a New York native who received her BA in journalism from Northeastern University in Boston. She is a lover of ballroom dancing, traveling the world, and cooking at home. She has worked as a freelance travel, food, wine, entertainment, finance, and nutrition writer throughout her career. Follow her adventures on Instagram @krisoliveri and on pastaskitchen.com.
Altamarea Group Explores Its International DNA, p. 132
EVAN SUNG is a prominent food, lifestyle, portrait, and travel photographer based in Brooklyn, NY. In addition to his long freelance tenure with The New York Times, Sung’s work has appeared in the pages of Vogue, GQ, Bon Appetit, Food & Wine, Gourmet, Art Culinaire, and many others. Sung has photographed nearly 50 cookbooks for renowned chefs and authors worldwide, including the The Noma Guide to Fermentation and books on the cuisines of Senegal and Iceland.
Photography: Laurie M. Tisch, p. 72; Lawrence B. Benenson, p. 62; Proprietors’ Profile, p. 132
HELP LOS ANGELES PREPARE FOR AND RESPOND TO DISASTERS BIG AND SMALL.
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THE AVIATION PLATFORM TRUSTED BY THE WORLD’S ELITE Meet the private aviation company that global leaders trust with two of their most valuable assets: their family and their time.
A look inside the newest Global Express in the Jet Edge charter ﬂeet with a new, multi-million dollar, full-custom interior Jet Edge has built a private aviation company to service the most sophisticated individuals and families on the planet. With a focus on safety and ﬂawless execution, Jet Edge is one of only six companies to have received all four third-party aviation safety certiﬁcations: IS-BAO Stage 3, Wyvern Wingman, ARGUS Platinum, and the FAA’s Aviation Safety Action Program. Jet Edge CEO Bill Papariella has assembled a team that includes a management group with 300plus years of combined aviation experience, award-winning customer service representatives, and some of the most experienced pilots in the world. Combining this with state-of-the-art technology and facilities ensures that owners with aircraft under Jet Edge management have the best experience in the industry. The entrepreneurial Jet Edge culture pairs this high level of experience with optimization. “We’ve invested in technology and information management systems to allow owners the kind of oversight they expect when doing business. Our proprietary systems allow owners to understand the granular P&L of their aircraft,
just like they do in their own businesses,” says Papariella, who goes on to explain that the large-cabin private jet is misunderstood. “Given the current market conditions, owning a large-cabin private jet isn’t as expensive as people think. Because of our position in the industry, we are able to generate signiﬁcant value on aircraft purchases for our owners. That combined with our industryleading owner-charter program, allows us to be incredibly competitive when it comes to optimizing the cost of aircraft ownership.” Once an aircraft and its owner join Jet Edge, the company’s genuine understanding of bestin-class service comes to life. The management team has built a service culture from the ground
up to provide the best service in the industry. “The world’s most notable entertainers and titans of industry trust our team with their single greatest asset, their time,” Papariella says. “Whether it’s making sure their favorite dish prepared by one of the world’s most notable chefs is served at the right temperature or executing high tea at 39,000 feet, our client-experience team is as fanatical about the details as our clients are. We understand the type of service that our clients have come to expect from the great hospitality brands of the world—and that’s what they get at Jet Edge.”
that sets the company apart from its competitors. Jet Edge recently opened its brand-new headquarters in Los Angeles—a modern, world-class facility spanning 60,000 square feet at the Van Nuys Airport. “Our new facility is a sign of where we are as a company,” Papariella says. “Our infrastructure companywide allows us to service our owners at the absolute highest level in the industry. We couldn’t be more excited about the future.”
Travelers booking on-demand charters also beneﬁt from the Jet Edge experience. The Jet Edge charter team adheres the same commitment to excellence
MANAGEMENT | SALES | CHARTER
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28 Gifts & Gadgets 30 Consummate Connoisseur 32 Style 34 Air 36 Land 38 Water 40 Private Club Report 42 Buying Time
At New Yorkâ€™s CORE: club, members enjoy privacy and luxury, as well as an array of art-centric offerings (p.40)
CSQ Q4 2018 / 19
This season Louis Vuitton continues to model corporate social responsibility with new items from its charitable line making a diﬀerence in children’s lives across the globe through the company’s partnership with UNICEF—plus oﬀers an array of stylish gifts for play and travel Curated by Karine Joret
GIFTS & GADGETS
The Gift of Giving
1. LV LUGGAGE PIECES 70, 55, 75
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Gifts that are sure to delight 5. PING PONG SET JAMES
5. JUMP ROPE CHRISTOPHER
7. VIVIENNE MUSIC BOX
8. BOITE CHAMPAGNE CASE
Kick oﬀ the New Year in style. Price Upon Request
Photo Credit: Louis Vuitton; ©Nano_pix / UNICEF
GIFTS THAT MAKE A DIFFERENCE
Since 2016, Louis Vuitton has partnered with UNICEF, and has donated $6M to help protect and save children’s lives and rights around the world. The company also sends its employees to volunteer and encourages its staff to donate as well. A specially designed Silver Lockit— symbolizing protection and care—is available in Louis Vuitton stores worldwide and online. For each Silver Lockit pendant or bracelet sold, $100-200 is donated to UNICEF. New this season is a hip cord and silver bracelet designed by Game of Thrones’ Sophie Turner.
CSQ Q4 2018 / 19
9. SILVER LOCKIT PENDANT
10. SILVER LOCKIT BRACELET
$600 ($200 donated to UNICEF)
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11. SILVER LOCKIT BRACELET BY SOPHIE TURNER $300 ($100 donated to UNICEF)
A hearty selection of cigars from around the world to light up during winter weather, and a message of community, connection, and giving
Curated by David R. Weiss, Owner, Lone Wolf Cigar Company CONSUMMATE CONNOISSEUR
COHIBA BEHIKE BHK 52
Size 4¾ X 52 Wrapper Cuba Binder Cuba Filler Cuba Good? Are you kidding? MSRP $78
DAVIDOFF ANIVERSARIO NO. 3
Size 6 X 50 Wrapper Ecuadorian Connecticut Binder Dominican Republic Filler Dominican Republic Good? Is a Mercedes good? MSRP $23-25
LA FLOR DOMINICANA LIGERO OSCURO NATURAL L-400
Size 5¾ X 54 Wrapper Ecuadorian Sumatra Binder Dominican Republic Filler Dominican Republic Good? The Godfather: Part II good. MSRP $7- $9
TATUAJE CABINET UNICO
Size 6⅛ X 52 Wrapper Ecuadorian Habano Binder Nicaragua Filler Nicaragua Good? Try great. MSRP $12
DIAMOND CROWN CONNECTICUT ROBUSTO NO. 3
Size 6½ X 54 Wrapper U.S. Connecticut Shade Binder Dominican Republic Filler Dominican Republic Good? First class. MSRP $14 - $15
Cuba Rare. Acquiring a box of these beauties for your personal collection is akin to picking a four-leaf clover while being struck by lightning, albeit far more enjoyable. Harder still is resisting the urge to smoke them all in one sitting. Intrigued? The release of this cigar made one of the biggest splashes in recent Habanos history and it has been selling out across the globe since its commercial release in 2010. Behikes contain a tobacco leaf that only grows on 2% of tobacco plants: medio tiempo, a leaf that produces incredible earthy flavors with a delicious cinnamon zest. The cigar is full in body, but its smoke is creamy and artfully blended. This is an example of Cuba and its El Laguito factory at its absolute best.
Dominican Republic With their iconic, elegant bands and simple cedar boxes, Davidoffs are an unmistakable sight in a cigar shop. This year Davidoff celebrated 50 years of making cigars and over those decades has truly mastered the art of construction. All of its lines offer a unique smoking experience, but the Aniversario No. 3 is a bestseller worldwide. The size of this well-packed toro offers just the right amount of time to relax with a group of friends or retreat into the pages of that book you’ve been meaning to read. Whatever the activity, the No. 3 will be a remarkable companion. It delivers smooth draws of smoke full of rich cedar and a pleasant nutty finish that lingers until your next puff. Try to take your time with it, but if you just can’t help yourself, reach for the No. 3’s big brother: the Double R.
"Cigars can be enjoyed as a social or solitary activity. The Lone Wolf Cigar Lounge was created with both in mind, to be a place for aficionados to smoke alone as a form of meditation, or to gather with associates and friends. Connection, philanthropy, and community are pillars of our mission. We proudly support the LAPD, LAFD, LAUSD, and many charitable golf tournaments, as our way of giving back. Cigars are our business, but community is our focus.” — David R. Weiss 30
Dominican Republic With words like ligero, oscuro, and la flor, and Dominicana’s reputation for crafting super full-bodied cigars, you expect the L-400 to carry a formidable kick. What you get is one of the most balanced, flavorful, and smooth cigars on the market. Sometimes medium-bodied cigars leave you wanting more, while other times they’re stronger than you were hoping for, but the L-400 is consistently just right. You can’t help but smile when you open a cedar cabinet of these gems and behold their ultra-oily wrappers. Flavors are earthy and loaded with warm cooking spices like nutmeg. For me the most enjoyable aspect is the sweet note on the retrohale; it makes every puff better than the last. These are some tasty cigars that can be enjoyed and add value to any time of the day.
Miami, FL Tatuaje has grown into a truly formidable brand since its debut in 2003. While today Tatuaje has many lines under its umbrella, including an array of treasured limited editions, it’s always a joy to return to the line that started it all. It goes by many names: Cabinet, Miami, or most commonly the Brown Label. These cigars are proudly made at the El Rey de Los Habanos Factory in Miami, Fla., and are a great way to introduce your palate to cigars with spices that aren’t overpowering. There is a unique peppery note that begins most Tatuajes; the cigar comes out strong as the flames wake up the well-aged tobaccos. The first third of the cigar opens up to a phenomenal woodsy taste with a luxurious touch of leather. This quintessential torpedo is expertly rolled by artisans devoted to making the finest cigars possible.
Dominican Republic When you’re in the mood for a mild to medium cigar that still delivers plenty of flavor and character, you can’t go wrong by reaching for a Diamond Crown Connecticut. It is unique in the world of Connecticut Shade cigars due to the wrapper’s five years of aging and additional fermentation process. The result is a cigar that is florally, sweet, and carries a touch of citrus that dazzles the palate. Packaged in boxes of 15, these cigars are perfect for weddings, bachelor parties, or wherever you want to pass out a crowd-pleasing luxury cigar. A note on Diamond Crown’s packaging: It’s the best in the business. All of its lines come in incredibly unique box presentations that make for unforgettable gifts or that much-deserved personal treat.
SOME STATES WILL PROMISE YOUR BUSINESS THE MOON. WE CAN ACTUALLY DELIVER IT. Florida is the place where technology, creativity and exploration converge. Known as the world’s premier gateway to space, we’re also home to more than 30,000 high-tech companies. And when you consider over 38,000 new STEM graduates enter our workforce every year, it’s easy to see that Florida isn’t just ready for the future; we are the future. Discover what a future in Florida means for your business at floridathefutureishere.com/innovation, or call 877-YES-FLORIDA.
FROM THE ERMENEGILDO ZEGNA 2018 WINTER COLLECTION zegna.us
1. COUTURE WOOL HIGH NECK JUMPER $1490
Winter wear that combines generosity and fashion, from Ermenegildo Zegna, whose Fondazione Zegna funds environmental, medical, and scientific research, education, and training
2. CHARCOAL WOOL HERRINGBONE COAT $3,995
Curated by Karine Joret
3. BLACK AND BEIGE HIKING BOOTS $995 1.
4. BLACK PELLE TESSUTA GLOVES $650 5. NAVY BLUE WOOL FLANNEL TROUSERS $550
FONDAZIONE ZEGNA fondazionezegna.org
Fondazione Zegna, founded in 2000 by the Zegna family, is committed to living in harmony with nature and the environment. Located in Trivero, Italy, the foundation focuses on planning and coordinating initiatives in four different areas: conservatism and environmentalism, sustainable development, medical and scientific research, and education. It also cooperates with other nonprofits in various fields across the globe, through voluntary work with the Zegna family and Zegna Group employees. Casa Zegna, part of the foundation and open to the public, stands as an archival and cultural center, where history and experiences blend and new ideas emerge.
SKYHIGH LIVING AT METROPOLISLOSANGELES.COM
Live Your Los Angeles Metropolis features a spectacular collection of move-in ready studio, one- and two-bedroom residences, showcasing soaring ceilings, expansive window walls, far-reaching views and exquisite contemporary finishes, including Caesarstone countertops, custom wood cabinetry and wide-plank oak flooring.
PRICED FROM THE $600,000s 1.5ACRE SKY PARK | MET NINE RESIDENCE CLUBHOUSE | RESORTSTYLE POOL & SPA | FITNESS & YOGA STUDIO | PUTTING GREEN BILLIARD & SCREENING ROOMS | WELLNESS GARDEN | DOG PARK & CHILDREN’S PLAYGROUND | DEDICATED CONCIERGE
213.493.5555 // 877 AND 889 FRANCISCO STREET, LOS ANGELES, CA 90017 This advertising material is not an offer to sell nor a solicitation of an offer to buy to residents of any state or jurisdiction in which registration requirements have not been fulfilled. This advertisement is not an offering, but only a solicitation of interest in the advertised property. The artist’s renderings and images of the proposed project are conceptual only and for illustrative purposes. Maps, floor plans, models, pictures, depictions and other improvements represented may not be to scale or shown in their final as-built condition, and may contain features which are not standard on all residences. No real estate broker or agent is authorized to make any representations or other statements regarding the residences or the project, and no agreements with deposits paid or other arrangements shall bind the developer.
High Impact Curated air expeditions that help spread joy around the globe
Travel the World, Change the World Fly to hard-to-reach destinations, touch lives Take off with no worries—TCS World Travel has it all planned out, from mapping out trips to a return home with memories to last a lifetime. TCS Expeditions are carefully curated to provide immersive experiences that embrace clients’ desires, from the exploration of unique cultures and foods to historic sites, exclusive gallery visits, and intimate concerts. Private
charters take customers to places that commercial airlines have difficulty reaching, providing the ultimate one-of-kind journey while also reducing travel time. TCS takes care of all the details, so travelers can relax and enjoy every moment. To add even more worth to its trips, TCS donates on behalf of fliers to partner foundations and philanthropies in many destinations.
Guests often have the opportunity to see the impact of these donations firsthand on their travels, connecting with people and places in a deeply special way while on a great adventure. tcsworldtravel.com
Gorilla Doctors A veterinary project working to conserve critically endangered wild mountain gorillas in Rwanda; visitors can meet the veterinarians and learn about their work
Other TCS-Supported Charities: Samoan Women’s Committee; Sila Training and Heritage Preservation Company in Jordan
TCS PARTNERS WITH A NUMBER OF CHARITIES ALLOWING GUESTS TO VOLUNTEER OR DONATE, INCLUDING: Akilah Institute A vocational program that prepares young women in Rwanda for rewarding careers in a variety of industries; many graduates are employed by TCS ground-agent partners
Ujenzi Charitable Trust A global health nonprofit founded by Dr. Thomas F. Burke, who was inspired to start the organization after serving as the trip physician on a TCS private jet expedition
While the typical Airbus customer uses the rotorcraft for utility, transport, or rescue missions, the formation of Airbus Corporate Helicopters allows clients to personalize helicopters for their use. Fliers can fully design the interiors of their unique chopper, and enhance exteriors, and can choose from three categories: Stylence, Exclusive, and Editions. Stylence are basic models, featuring a selection of in-house customizations. Exclusive gives clients free range. With Editions, outside luxury brands collaborate. Whether travelers want their helicopter to match their yacht or to sport unique brand-name designs, ACH caters to their needs for business and pleasure. airbuscorporatehelicopters.com
Photography Credit: TCS World Travel; Airbus
CUSTOMIZABLE HELICOPTERS FOR BUSINESS OR PLEASURE
Shape the future of business, starting with your career.
Executive MBA Gain the necessary skills for advanced leadership positions in public and private organizations, or new ventures. CalLutheran.edu/EMBA Learn more about our additional graduate programs: MBA | MS in Management | MBA in Financial Planning
SUV Takeover Sleek, elegant, and powerful SUVs make more the merrier in 2019
The Mercedes G series is back with a new beast to take drivers to the extreme. Departing from the previous model, the new 40â€“60% front/ near torque distribution allows for absolute traction during maximum acceleration, and maximum capcity. Top Speed 137 mph 0-60 4.4 secs Engine AMG 4 liter V8 biturbo Transmission AMG Speedshift TCT 9 speed Max Power 577 hp and 627 lb-ft of torque Starting at $143,795 mbusa.com
BENTLEY BENTAYGA V8 An innovative redesign of the Bentley Bentayga has produced an automobile with exceptional speed, agility, efficiency, and style. The purr of the new V8 is the sound of a powerful vehicle. Top Speed 180 mph 0-60 4.4 secs Engine 4 liter twin-turbo V8 Transmission 8-speed automatic Max Power 542 hp at 6000 rpm Starting at $197,725 bentleymotors.com
LAMBORGHINI URUS The Urus—a crossover SUV—made its debut this year. An unprecedented model from the extreme sports car brand, the Urus boasts classic features and the impossible speed of a Lamborghini, in a welcome style that fits those who are more low-key. Top Speed 190 mph 0-60 3.4 secs Engine 4.0 L FSI twin-turbocharged V8 Transmission Four-wheel drive with limited slip central differential and asymmetric/dynamic torque distribution Max Power 650 hp at 6000 rpm Starting at $200,000 Lamborghini.com JAGUAR I-PACE Total automotive luxury meets cutting-edge technology in Jaguar’s first fully electric SUV, merging racing speeds with environmental efficiency in a stylish, aerodynamic build. Top Speed 124 mph 0-60 4.5 secs Engine Electric Range 234 miles Transmission 1-speed automatic Max Power 394 hp Starting at $69,000 jaguarusa.com
CSQ Q4 2018 / 19
DAMEN SEAXPLORER 75: NEW RENDERINGS REVEALED
Passengers 12 Crew Members 24 Length 252 ft. Top Speed 21 knots Range 40 days of autonomy & capability
Intertwining sophistication with adventure, Damen’s SeaXplorer 75 will have thrill seekers clamoring to get aboard. Debuting new renderings at the Monaco Yacht Show this past September, Damen has the masses full of anticipation. The Ice Class and Polar Code-compliant yacht, with full capability for remote destinations, is truly a one-ofa-kind vessel, taking you to the farthest, wildest reaches of Earth while maintaining full autonomy and capability at sea for 40 days. For go-getters, the vessel becomes a hive of activity, branching over three decks of comfort while also sporting a dive center, certified helideck and helicopter hangar, and two tender garages. The observation lounge will become a go-to spot for stunning views. Guests will be able to enjoy the height of luxury in an owner’s apartment and two VIP cabins. Adventures await on the SeaXplorer. damen.com
Superyacht Season From the impossibly fast to the adventurous, these superyachts are pushing the limits of speed and capability
HEESEN YACHTS ACHIEVES THE UNIMAGINABLE Heesen, never a shipyard to step down from a challenge, has unveiled its new project, Cosmos. After a buyer’s rep approached the Dutch company with the idea of unimaginable speeds, Heesen’s engineers got down to business with creating and executing plans for a sleek superyacht, or perhaps more appropriately, a gigayacht. The aluminum vessel with four MTU diesel engines capable of reaching up to 29 knots will be blowing other yachts out of the water. Dutch yacht interior design firm Sinot incorporated naturalistic elements, plus a striking, central spiral staircase wrapped around an all-glass elevator that glides up and down all four
floors. Guests will enjoy style and comfort in four cabins, a VIP stateroom, and a master suite. Other features include a 3,000 sq. ft. deck, which can be transformed into a helideck, and a glass-bottom swimming pool. The plans are slowly becoming a reality, with the first sales this past March anda delivery date of April 2022.
Passengers 12 Crew Members 19 Length 263 ft. Top Speed 30 knots heesenyachts.com
Take Your Business Travel to the Next Level
PRIVATE CLUB REPORT
Core Clubs A prestigious London-based club comes to Los Angeles to inspire an elite creative community, while the powerful mingle at one of the most exclusive spaces in New York CORE: club MIDTOWN, NY
At a time when art and culture are blending into business and work, the CORE: club is the ideal place to be part of the zeitgeist. CORE, which opened in 2005, has become a center for the powerful and affluent, allowing New York’s elite to gather and share inventive ideas in a uniquely designed space. At CORE, members may design curated experiences, whether social, structured, or spontaneous. Benefits of membership include cultural programming, from Broadway openings to special events, and unique partnerships with luxury lifestyle brands providing exclusive, customizable services, products, and adventures. Superlative
offerings range from trips by private jet to exotic locations and stays at suites at prestigious hotels around the world, to voyages on leisure yachts. CORE also features world-class dining for intimate dinners for members to engage in transformative discussions and catering for members’ private events. Members are leaders from across industry, lending their global thought and curiosity to the club’s prestige. A relative newcomer to the world of private clubs of old New York, CORE offers a wealth of creative connection and has become one of the most selective social clubs in the country. Membership: Initiation fee $50,000 thecoreclub.com
h CLUB LA [Opening February 2019] h Club, the prestigious London-based, members-only club founded by philanthropist and Microsoft mogul Paul Allen and musician Dave Stewart, is establishing its first international outpost in Los Angeles. Located in the former Redbury Hotel on Hollywood and Vine, the h Club, slated to open in February 2019, is sure to become LA’s home away from home for innovators to create, collaborate, and connect with others across industries like the arts, fashion, sports, tech, and entertainment. The completely transformed venue will feature five levels of dining, working, and entertainment spaces catering to members’ needs and desires. In true British fashion, a tea room with Japanese-inspired decor will encourage members to take reprieves from working to enjoy a sense of tranquility. On one of the midlevel terraces, members will be able to indulge in an outdoor oasis with a pool and lounge chairs arranged to take in views of the Hollywood Hills. Other h Club LA features include a recording space, a member gym featuring Technogym equipment, 35 luxury bedrooms, a salon, and a 49-seat private screening room. h Club, which celebrates the arts, promises to continue its tradition of exclusive member art programs showcasing emerging artists in Los Angeles. Another perk: Members will have access to the h Club’s diverse roster of international partner clubs, from Cape Town to Singapore. And in keeping with its philanthropic tradition, members will have the option of committing a portion of their fees to the h Club Foundation to support youth projects; the h Club Foundation, established in 2014, is vital to the club’s promise to help the local community and nurture its creatives. Membership comes in two tiers, h Club LA Membership and h Club LA-Under 27s, but details are under wraps. Membership: Inquire online. hclub.com
Photo Credit: CORE: club — Andrea Conforme-Fauland for CORE:, h Club — HKS
Become a Part of History
“I am a proud supporter and board member of the White House Historical Association. Founded by First Lady Jacqueline Kennedy, the non-profit protects and preserves the important legacy of the “people’s house,” honoring all its residents spanning all political perspectives. It is of this important institution and hope you will support this important work.” - Jean Case CEO, Case Foundation Chairman, National Geographic Society
Support the White House Historical Association Learn More at www.whitehousehistory.org/support 740 Jackson Place, N.W. Washington, DC • email@example.com • 202-218-4306
Do your passions burn for the high seas, or are you fascinated by the intricate details of a well-engineered object? Do you ride motorcycles in your oﬀ time, or enjoy weekends watching the gridiron? Whatever your interests, wear a timepiece, like one of these, that displays your unique personality and taste By Bryan McKrell
Personal Time URWERK UR-111C
MIDO MULTIFORT ESCAPE HORWEEN SPECIAL EDITION
RICHARD MILLE RM 60-01 REGATTA
The eclectic inventing duo of Felix Baumgartner and Martin Frei has once again pushed the physical and visual boundaries of timekeeping with its latest release. The traditional winding stem and crown have been replaced with a roller joined at the top of the case, allowing the wearer to gently wind the watch with a thumb. The minutes are displayed in two formats. One is positioned horizontally along the bottom of the watch at an easy-to-view angle even from a steering wheel. The second indicator uses symmetrical cones that rotate digital numbers along a vertical axis placed at the lower corners of the watch. The case itself is a visual masterwork of intricate details in an attention-grabbing tonneau shape.
Mido is now the official timekeeper of the UCLA Bruins, which coincides with the release of their Multifort Horween special edition. This 100-year-old Swiss watchmaker has teamed up with Horween, the legendary leather manufacturer, to produce two interchangeable leather bands, one of which mirrors the classic pebbled leather used to create professional footballs. The fully automatic movement boasts an 80-hour power reserve, and a 44 mm black PVD-treated case. The face of the watch is uncluttered, but the vertical Geneva striping adds unique detailing that sets this piece apart.
Known for blending technical sophistication with cultural elegance, Richard Mille has produced yet another noteworthy collaboration. And Pierre Casiraghi, the daring Prince of Monaco, has signed on to be a brand ambassador for Mille’s latest chronograph creation. Casiraghi is an up-and-coming sailboat racer who purchased a state-of-the-art racing catamaran in 2016 to compete at the highest level of the world stage. The RM 60-01 contains a bidirectional bezel along with a compass, two of the most important instruments for nautical navigation. The chronograph movement, one of the most accurate in Swiss watchmaking, provides the young royal with necessary tools to be successful—and for everyone else to keep time.
Starting at $129,604 urwerk.com
Starting at $1,090 us.shopmido.com
Starting at $151,000 richardmille.com
Thomas Blumenthal, CEO and president of GEARYS, the oldest privately owned retail store in Beverly Hills, on business success, his favorite timepieces, and his focus on philanthropy
Thomas Blumenthal CEO & President GEARYS
What’s the appeal of a family business in a corporate world? ZENITH PILOT TYPE 20 CHRONOGRAPH TON UP BLACK
Thomas J. Blumenthal I’m a hands-on kind
of CEO. I come to work six days a week, and seven days a week during December. I know every employee who works here, and all of our top clients. I am involved in just about every aspect of the business, and I have a great team that helps me, from merchandising, marketing, finance, operations, and store level. I love what I do. In a corporate environment, most people have to worry about protecting themselves. For me, I have to make sure I’m protecting my company rather than myself.
How many stores do you have now, and what’s your view on expansion? TB We have the flagship store on Beverly Drive,
On September 30, Zenith Watches sponsored the 7th annual Distinguished Gentleman’s Ride in more than 650 cities and 95 countries across the globe. More than 120,000 men donned their finest business suits and drove their motorcycles, all in the name of raising money for the prevention of prostate cancer and male suicide. Zenith released a new timepiece marking the event, meant to mirror the two hallmarks of café racer society, namely a straightforward presentation combined with incredible performance. Much like the stripped-down café bikes, the minimalist watch pairs a black face, black case, and black band to seamlessly integrate the major components of the piece. The white hands and numbers pop off the dial, while the chronograph disks blend into the face. The large onion crown, finished in matte black, adds a distinguishing feature to this subtle horological masterpiece. Starting at $7,100 zenith-watches.com
CSQ Q4 2018 / 19
which opened its doors in 1930; we have the Rolex and Patek Philippe boutiques on Rodeo Drive, as well as two other Rolex boutiques, in Century City and Santa Monica. When I took leadership in 2003, we had about 50 employees; we now have 90. I’d say it’s a moderate amount of expansion—we aren’t in Dubai. Our stores are all local in LA within at the most a 30-minute drive. And that’s important to me. Tell us about some of your own favorite timepieces. Do you have any in rotation? TB When we opened the Patek Philippe
boutique, the company made a one-of-a-kind watch for me: a World-Time, which includes the city of our flagship shop with the words “Bev Hills.” So that holds a special place for me. My go-to watch for everyday use is the Rolex Platinum Day-Date 40. I can read it without my glasses! I never purchase the more desirable watches for myself. Our clients deserve those.
GEARYS was just recognized by Los Angeles Business Journal as a top family-owned business in LA, and given the Icons of Beverly Hills Award in 2017. You were also honored by the Jewelers 24 Karat Club of Southern California with the Excellence in Service Award. What kind of pride comes along with awards? TB It’s all about the stores and the 90 people
who work for the company; it’s not about me personally. Of course there’s a lot of pride. Making sure that I do what I said I’m going to do. There is a reason why I think vendors like doing business with us. People always know where they stand with me and I’m extremely fair.
GEARYS has a significant philanthropic impact in LA. What motivates you? TB We have given back millions over the years.
I sit down every week and go through the requests for donations, and we get about 20 to 30 requests a week. Women’s issues motivate me—I’m all about equality for women. I’m against human traﬃcking and support anti-human-traﬃcking groups. And I’m personally involved with women’s education as chairman of the board for Mount Saint Mary’s University in Brentwood and Downtown LA. The undergraduate population is primarily women, and 98% of students are on full financial aid. I believe it’s giving them an opportunity to get ahead. We’ve also underwritten events for Visionary Women, led by [2018 CSQ LA Visionary] Angella Nazarian & the Honorable Lili Bosse, and will be underwriting one next year. Many of my senior executives are women; it’s important. I was sitting in a recent board retreat meeting, and I realized I was the only man at the table, and that made me extremely happy. I think it’s really telling and great; unfortunately it’s not always the case. END
VISIONARIES AWARDS IN PHILANTHROPY, ART, & CULTURE FEBRUARY 5, 2019
CHRISTIE’S NEW YORK 20 ROCKEFELLER PLAZA Activated by CORE: club
VISIONARIES OF THE YEAR
Dr. Gary K. Michelson | Michelson 20MM Foundation, Michelson Found Animals Foundation, Michelson Medical Research Foundation
Ziad Ahmed | Redefy, JÜV Consulting Davina A. Ferriera | Alegria Bilingual Media Rochelle Gores Fredston | Learning Lab Ventures
Laurie M. Tisch | Laurie M. Tisch Illumination Fund
Angie Jean-Marie | #VoteTogether, Civic Nation
OTHER VISIONARIES HONORED
Esther Y. Kang | studio e.y.k., NYU Bettina Korek | Frieze LA
Nancy Aossey | International Medical Corps
Watson Mere | Artist, Art of Mere
Lawrence B. Benenson | Benenson Capital Partners
Andrew Resnick & Serinda Swan | Deedly
Angella Nazarian | Visionary Women
Matthew Swift | Concordia
Dr. Rajiv Shah | The Rockefeller Foundation
Carolyn Tisch Blodgett & Emily Tisch Sussman | Peloton, Swing Left, Laurie M. Tisch Illumination Fund
Ahmass Fakahany & Michael White | Altamarea Group
To inquire about sponsorship or access please contact us: firstname.lastname@example.org
By Invitation Only csqvisionaries.com
46 Visionary Alumni & Updates OPINION 50 Patriotic Philanthropy Is Essential to Keeping Americaâ€™s Public Works Public By David M. Rubenstein LISTS 54 NextGen 10 78 Philanthropy 100 iNNOVATIVE OFFICE 52 Cross Campus South Bay 53 Emerge212 LOS ANGELES VISIONARIES 58 Nancy Aossey, International Medical Corps 60 Angella Nazarian, Visionary Women NEW YORK VISIONARIES 62 Lawrence B. Benenson, Benenson Capital Partners 64 Dr. Rajiv Shah, The Rockefeller Foundation VISIONARIES OF THE YEAR 66 Dr. Gary K. Michelson, Michelson 20MM Foundation, Michelson Found Animals Foundation, Michelson Medical Research Foundation 72 Laurie M. Tisch, Laurie M. Tisch Illumination Fund
CSQ Q4 2018 / 19
Philanthropy, Art, & Culture
Visionaries in Philanthropy, Art, & Culture
CSQ ALUMNI COMMUNITY AND UPDATES
VISIONARIES OF THE YEAR
NICOLAS BERGGRUEN Founder & Chairman, The Berggruen Institute
DAVID BOHNETT Founder, The David Bohnett Foundation
MICHAEL GOVAN CEO & Director, LACMA
Berggruen participated in helping fund $40 million to Harbor, a compliance platform for tokenizing private security
ANTHONY PRITZKER Managing Partner, The Pritzker Group; Co-Chair, UCLA Centennial Campaign PATRICK SOON-SHIONG Chair, NantWorks, LLC & Chair, Chan Soon Shiong Family Foundation
The biotech billionaire and philanthropist recently announced in early 2018 that he had purchased the Los Angeles Times and San Diego Union Tribune, as well as other smaller publications for $500M. The purchase brings the L.A. Times back to private ownership and Soon-Shiong promises to bring stability to the iconic newspaper and continue its legacy of investigative journalism.
PHILANTHROPY, ART, & CULTURE
With his wife, Jeanne, the Pritzkers have donated $60M to be distributed across campus and the community in the second round of the Centennial Campaign. Pritzker also serves as a co-chair of the UCLA Centennial Campaign, which aims to raise $4.2B by the end of 2019 to coincide with UCLAâ€™s 100th anniversary.
ELI BROAD Founder, The Broad Foundation
DR. DAVID AGUS Founding Director & CEO; Co-Founder of the Larry Ellison Institute for Transformative Medicine at USC; Sensei
LARRY KING Public Figure
Agus and longtime friend Larry Ellison have co-founded a new LAbased wellness company focusing on the building of hydroponic farms. The two launched Sensei earlier this year with many plans still hush-hush.
MARK LORANGER CEO & President, Chrysalis
DAVID ANGELO Founder & Chairman; Founder David & Goliath; Today, I’m Brave
Lindquist was named in Forbes’ list of Top Charitable Individuals of 2017, and in January 2018, Lundquist and her husband, Richard, donated $85M to support LA Unified School Districts and the City of Los Angeles, and so on, while also making The Lundquists signed The Giving Pledge in March 2018.
ANDY BALES CEO Union Rescue Mission LORI BETTISON-VARGA President & Director, Natural History Museum of Los Angeles GREG BOYLE Founder, Homeboy Industries KAY BUCK CEO, Cast
In August 2018, CAST received $800,000 from LA leaders to combat domestic violence and human traﬃcking. RACHEL FINE Managing Director, The Wallis JOANNE HEYLER Founding Director, The Broad STEVE HILTON Chairman & CEO, The Hilton Foundation THOMAS KELLER Principal, Thomas Keller Restaurant Group
CSQ Q4 2018 / 19
MARK LITMAN Founder, The Heart Foundation
MELANIE LUNDQUIST Philanthropist & Co-Founder, The Partnership for LA Schools
JANE NATHANSON Trustee, LACMA MARC NATHANSON Chairman, Mapleton Investments and Art Collector C.L. MAX NIKIAS Former President, University of Southern California JEANNE PRITZKER Co-Founder, Board Chair, & President Foster Care Counts ANN PHILBIN Director, Hammer Museum
THE LATE AL MANN Founder, Alfred E. Mann Institutes
In addition to the museum’s $180M capital campaign (more information on the following page), the Hammer Museum raised $2.6M to support its international exhibition and public programs at this year’s annual gala on October 14, 2018, where Margaret Atwood and Glenn Ligon were honored.
DEBORAH MARROW Director, The Getty Center
TIMOTHY J. POTTS Director, The Getty Center
After more than three decades of leadership positions at the J. Paul Getty Museum, beloved director Marrow will step down at the end of 2018, taking a year sabbatical until her oﬃcial retirement in 2020, when she will take on the position of director emerita.
Potts excitedly reopened the The Getty Villa this past April after overseeing the past three years of renovation and reconstruction.
JARL MOHN President & CEO, NPR
DR. ROBERT ROSS President & CEO, The California Endowment
RACHEL S. MOORE President & CEO, The Music Center BETH MOSKOWITZ Executive Director, Sports Spectacular
STEPHEN D. ROUNTREE Former Managing Director, Center Theatre Group
A 40-year veteran in executive leadership positions in Los Angeles’ arts world, Rountree announced his bittersweet plans for retirement this past July. Rountree, currently managing director of the Center Theatre Group, will stay on for the rest of 2018 but will step down in March 2019. KELLY SAWYER Co-President, Baby2Baby LAURA SKANDERA TROMBLEY President, University of Bridgeport; Former President, The Huntington Library
In March 2017, Trombley stepped down as president of The Huntington Library to focus on her next book on Mark Twain. A year later, the renowned Twain scholar announced she would take on the leadership role of president of the University of Bridgeport, becoming the 10th president of the university. NORAH WEINSTEIN Co-President, Baby2Baby
JON ROSE Founder, Waves for Water
TARA ROTH President, The Goldhirsh Foundation
Briefings, Updates &Â Analysis Most Charitable Individuals of 2017
The top givers of 2017 were techâ€™s biggest innovators DONOR
SOURCE OF WEALTH
Bill and Melinda Gates
Bill & Melinda Gates Foundation
Mark Zuckerberg and Priscilla Chan
Chan Zuckerberg Foundation; Chan Zuckerberg Donor Advised Fund
Michael and Susan Dell
Michael & Susan Dell Foundation
The late Henry Hillman
Hillman Family Foundation
Arts, education, environment, public-health groups; improving city governments around the world
The late Florence Irving
Food & Beverage
Columbia University; NewYork-Presbyterian Columbia University Irving Medical Center; Metropolitan Museum of Art
Holdsworth Center; Raise Your Hand Texas Foundation; and other groups
John and Laura Arnold
Laura and John Arnold Foundation and other groups
Pierre and Pam Omidyar
Omidyar Network; Humanity United; Democracy Fund; First Look Media; and HopeLab
Roy and Diana Vagelos
Columbia University Vagelos College of Physicians and Surgeons
Richard and Melanie Lundquist
Partnerships for LA Schools; Torrance Memorial Medical Center
Bold = Based in LA or NYC
A listing of major companies giving to causes closest to their core values COMPANY
California wildfire relief
Goldman Sachs Group
Charitable causes; 10,000 Women
Battling climate change
Health-related causes; International Trachoma Initiative
Recyclable coffee cups; Supporting coffee farmers
PHILATHRYOPY, ART, & CULTURE
Source: Forbes; Business Insider; Philanthropy News Digest
Corporations Donating to the Cause
THE LAWRENCE J. ELLISON INSTITUTE FOR TRANSFORMATIVE MEDICINE OF USC DEBUTS IN APRIL 2019
NEW YORK PUBLIC LIBRARY RECEIVES $12M DONATION FROM PHILANTHROPIST LEONARD POLONSKY
Oracle co-founder Lawrence J. Ellison has funded the Ellison Institute for Transformative Medicine of USC, debuting in April 2019 at Exposition Boulevard near Bundy Drive. With the tech mogul’s monumental donation of $200M, USC will launch this hub for interdisciplinar y re search, aiming to find new and innovative ways to prevent and treat cancer. ellison.usc.edu
Leonard Polonsky, founder of the London-based Polonsk y Foundation, has given the New York Public Library $12M to establish a permanent exhibition featuring rotating treasures from the library’s more than 46 milion research items, including manuscripts, rare books, prints,
MICHAEL BLOOMBERG GIVES $1.8B TO JOHNS HOPKINS In November, former Mayor of New York Michael Bloomberg gifted $1.8B to John Hopkins University, making the largest donation ever to a single university. According to Bloomberg Philanthropies, which made the announcement, the gift will be allocated exclusively to undergraduate financial aid and recruitment, assisting low- and moderate-income students who wish to attend the university without worrying about the cost. In an essay for The New York Times, Bloomberg wrote, “America is at its best when we reward people based on the quality of their work, not the size of their pocketbook.” bloomberg.org
AMAZON’S JEFF BEZOS AND WIFE MACKENZIE BEZOS LAUNCH BILLION-DOLLAR HOMELESSNESS FUND After claiming the title of wealthiest man in modern world history, Amazon founder and CEO Jeff Bezos and his wife, MacKenzie, launched the Bezos Day One Fund to help the homelessness crisis that is affecting thousands in Los Angeles and many other cities. The Bezos family has committed $2B toward the project, which will be split between the Day 1 Families Fund and Day 1 Academics Fund, set to help create a network of nonprofit preschools in low-income communities to promote education and academics in underserved neighborhoods.
THE CLIMATE CHANGE BATTLE GETS 29 ALLIES Over the next five years, 29 philanthropies, including New York City’s Bloomberg Philanthropies and Rockefeller Brothers Fund, will donate more than $4B to combat climate change. The unprecedented financial pledge was announced at the Global Action Climate Summit in San Francisco in September. The investment will support an array of strategies, focusing on five key areas: healthy energy systems, inclusive economic growth, sustainable communities, ocean stewardship, and transformative climate investments. Co-founder of the Sea Change Foundation (a participating philanthropy) Nat Simon spoke at the summit, saying how in the very near future, “together we’ll need to invest billions more.” globalclimateactionsummit.org
LYNDA AND STEWART RESNICK DONATE $30M TO THE HAMMER MUSEUM One of philanthropy ’s power couples, Lynda and Stewart Resnick, donated $30M to the Hammer Museum for a renovation of the museum building, which will be renamed in their honor. The gift, the largest in the Hammer’s history, is part of a $180M capital campaign the museum launched last year for an expansion and transformation, including refurbishment of its galleries. The museum will keep the Hammer name but its building will now be called the Lynda and Stewart Resnick Cultural Center. hammer.ucla.edu
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photographs, films, and recordings. The Polonsky Exhibition of the New York Public Library’s Treasures, scheduled for debut in 2020, will allow visitors to explore the expansive, 6,400 sq. ft. exhibition space on the first level of the library’s emblematic main building at 42nd Street a n d F i f t h Av e n u e . ny p l . o r g
ACTIVIST.CO PARTNERS WITH CSQ VISIONARY FOR A SCHOLARSHIP HONORING HIS LATE, GREAT FATHER S elema “ S al ” M as ekela, one of CSQ ’s former Visionaries in Sports & Entertainment—and son of the late, world-renowned musician, bandleader, and defiant political voice Hugh Masekela—and his management company, Activist Artists Management, have partnered with innovative management company Activist. co to establish the Hugh Masekela Heritage Foundation Scholarship. The scholarship will go to an undergraduate jazz trumpet student at the Manhattan School of Music in financial need. Ths scholarship honors Hugh, who attended the Manhattan School of Music himself after being exiled from South Africa in 1960. The visionary was able to return to South Africa in 2010 to receive the country’s highest honor, the Order of Ikhamanga, from former South African President Jacob Zuma. activist.co
Patriotic Philanthropy Is Essential to Keeping America’s Public Works Public
It may come as a surprise to some, but private funding is necessary to preserve public monuments and for historical artifacts to remain in the U.S. It’s a way of ensuring our country’s past is available for Americans to learn about their heritage. Organizations like the White House Historical Association are dedicated to this cause. By David M. Rubenstein
PHILANTHROPY, ART, & CULTURE
Any American who tours Washington, D.C. will get a visual sense of our country’s government – as well as our country’s history – by visiting places like the White House, the Capitol, the Washington Monument, the Lincoln Memorial, the Jeﬀerson Memorial, the Smithsonian Museums, the Library of Congress, the National Archives, the Kennedy Center, or the National Gallery of Art. Any such American will probably get, as well, a sense that tax dollars are at work supporting these places. And that would largely be true. But, in fact, the U.S. government does not provide all of the funds needed to operate and support any of these buildings. Private contributions are essential, for instance, to keep the Smithsonian’s Museums operating at the level the public has come to expect. When I worked in the White House as a young man in the late 1970s, I honestly did not focus on the government’s need for regular private support. That lack of focus changed when I heard in 2007 that a rare copy of the Magna Carta was to leave the National Archives, where it had been on loan, to be auctioned at Sotheby’s. “How can that be?” I wondered. “Why would the Archives let the Great Charter of Western democracy escape?” The answer was simple: the National Archives did not have the funds to buy the Magna Carta. I was told by Sotheby’s that the most likely prospective buyers were foreigners, and they presum-
SINCE THE MAGNA CARTA WAS THE INSPIRATION FOR MUCH OF THE DECLARATION OF INDEPENDENCE, I RESOLVED TO PURCHASE IT, AND THEREBY ENSURE THAT AT LEAST ONE COPY OF THIS RARE DOCUMENT WOULD STAY IN THE COUNTRY.
THERE ARE CLEARLY MANY WORTHY ORGANIZATIONS THAT CAN USE SUPPORT BY THOSE INTERESTED IN PURSUING PATRIOTIC PHILANTHROPY. BUT THE WHITE HOUSE HISTORICAL ASSOCIATION SHOULD BE NEAR THE TOP OF ANYONE’S LIST.
DAVID M. RUBENSTEIN Co-Founder & Co-Executive Chairman, The Carlyle Group
David M. Rubenstein is a cofounder and co-executive chairman of The Carlyle Group, one of the world’s largest and most successful investment firms. He is chairman of the Boards of Trustees of the John F. Kennedy Center for the Performing Arts; a fellow of the Harvard Corporation; and a trustee of the National Gallery of Art. Mr. Rubenstein is an original signer of The Giving Pledge.
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ably would move the Magna Carta outside of the U.S. Since the Magna Carta was the inspiration for much of the Declaration of Independence, I simply resolved to try to purchase the Magna Carta, and thereby ensure that at least one copy of this rare document would stay in the U.S. I was fortunate to ultimately prevail at the auction, and I subsequently placed the Magna Carta back at the National Archives, where it will permanently reside. That purchase spurred me to acquire historic copies of other rare documents – like the Declaration of Independence and the Emancipation Proclamation – and to also place them at other Washington-based institutions unable to aﬀord the originals of these documents. My thinking was that the more Americans who saw these documents, the more they would learn about our history (thereby producing a more informed citizenry). Just as the Magna Carta sale was unexpected, so too was an earthquake in Washington in 2011. Among the damaged buildings was the Washington Monument. I thought the funds for the repair might not be easy to secure, and thus oﬀered to pay for the repair, hoping that the reconstruction could occur immediately. The oﬀer was accepted, though the National Park Service was ultimately able to pay for half of the repair. This experience led me to realize that, beyond documents, funds were also not readily available to pay for the routine repairs or restoration of historic monuments or memorials. And so I began an eﬀort to fund this type of undertaking at Monticello, Montpelier, the Lincoln Memorial, the Iwo Jima Memorial, and the Custis-Lee Mansion at Arlington National Cemetery. I have called this overall type of support of our country’s heritage “patriotic philanthropy” – that is to say, philanthropy designed to help Americans learn more about their historic and cultural heritage.
It is with that same goal that I have also supported an organization whose purpose many Americans may be quite surprised to learn even needs to exist – the White House Historical Association. Most Americans probably believe that the most famous house in America is completely funded by the U.S. government. But that is not the case. Jacqueline Kennedy realized this in 1961, as she sought to renovate the furnishings, paintings and other artifacts in this historic home. There were no funds for such a renovation. So she created the White House Historical Association to enable Americans to contribute to the epic restoration that she was then leading. Mrs. Kennedy famously unveiled the renovations and restoration in a widely watched and admired TV show in 1962. Since then, each of the other First Ladies have also led redecorations and renovations of the White House. All of those eﬀorts have also been largely supported by the White House Historical Association. Today, the Association staﬀ is housed in historic townhouses in Lafayette Square, directly across Pennsylvania Avenue from the White House. And the Association operates the nearby White House Visitor Center. The Association’s privately funded mission is solely to support the eﬀort to ensure that the White House is maintained as an outstanding representation of the best of America’s historic White House culture and traditions. And that is surely a worthwhile mission. There are clearly many worthy organizations that can use support by those interested in pursuing patriotic philanthropy. But the White House Historical Association should be near the top of anyone’s list. END
INNOVATIVE OFFICE Los Angeles
CROSS CAMPUS SOUTH BAY
Launched in early 2018, South Bay is the fourth of seven locations from Los Angeles-based co-working operator Cross Campus. Inspired by a beachy modern vibe and casual-hip aesthetic of the surrounding beach cities, this collaborative oﬃce building in Silicon Beach features more than 150 private oﬃces, a large-scale event space, and an outdoor covered workspace. With keyless private oﬃce entry, meditation room, premium beverage program, and valet parking, the amenity package at Cross Campus stands out in the co-working market.
Industry Collaborative Office Location El Segundo, CA Other Locations Santa Monica, Downtown Los Angeles, Old Pasadena, Beverly Hills (coming soon) Scope 62,000 sq. ft. Floors 2 Architect Oonagh Ryan Architects Interior Custom Fabrication Notable Features • A trellis-covered 2,500 sq. ft outdoor garden workspace where members can work while enjoying the California sunshine • Valet parking powered by a proprietary parking management system that allows members to call their car from their phone • Full-service on-site conference and meeting facilities to host high-impact events
1. A double-height lobby was added to the original building, creating a dramatic entrance to the space 2. The Main Stage is one of several event spaces within the location and can host up to 200 people with state-of-the-art audio-visual technology
3. A 2,500 sq.ft. trellis-covered outdoor workspace with lounge and table seating, and Wi-Fi connectivity
4. At the center of campus is a shared workspace with a variety of lounge, banquet, and desk seating. An automated system controls music and lighting dynamically throughout the day and night 5. Members and their guests enjoy a rotating selection of craft beer, kombucha, and nitro cold-brew coffee 3
PHILANTHROPY, ART, & CULTURE
Emerge212’s new location on Avenue of the Americas intertwines the practical comforts of the hospitality industry with the professional air of an oﬃce environment. The sleek digs come with keycard-protected, full-service oﬃce suites, designed to support the objectives of the established entrepreneur. The high-functioning co-working space is situated on Corporate Row, featuring the newest technologies for company growth and aesthetics that appeal to all of the senses for a unique experience. The elevated atmosphere allows elite businesses to have their own contracted spaces, which can be expanded based on their needs.
EMERGE212 Industry Executive Office Location New York, NY Other Locations Columbus Circle, Park Avenue Scope 56,000 sq. ft. Floors 2 Architect LB Architects Notable Features • Private serenity rooms complete with noise-cancelling chairs to accelerate work productivity • Custom fragrance spritzed into the air every few moments to induce stress release • Lighting was hand-selected for each room based on the amount of daylight it gets • The technology platform was designed to integrate seamlessly into the way each business prefers to work
1. Conference rooms can remain open or if privacy is needed you can close the accordion style wall 2. Spanning two floors, the floorto-ceiling moss wall increases tranquility 3. Multiple rooms named after famous artists like Warhol, Picasso, & Pollock pay tribute to each individual in their interiors
4. Cafe areas, complete with charging stations, wine on tap, and top-of-the-line coffee machines, for those much-needed in-between work breaks 5. Office spaces range from private rooms to 30-person workstations, all with fully patched IT infrastructures, common spaces, five-star services, & city views 6. Fire places burn throughout the hall to keep patrons warm during winter 5
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NG 10 ZIAD AHMED
NY CEO & FOUNDER; FOUNDER JUV CONSULTING; REDEFY. ORG Redefining consulting through a millennial lens and inspiring social activism in teens Age 19 Residence New Haven, CT / NYC Education Yale University (sophomore) Industry Marketing / Social Entrepreneurship / Activism Company HQ WeWork Times Square Awards & Honors Crain’s #20Under20, MTV High School Trailblazer, Princeton Prize, Business Insider’s Top 15 Young Prodigies; featured: The Washington Post, The New York Times, Teen Vogue, CNN, PBS Notable Projects Founded JÜV Consulting and Redefy Advice “The work exists with or without you.” Success “Success is the intersection of impact and passion.” Mentors “Brittany Packnett,
PHILANTHROPY, ART, & CULTURE
Haroon Ullah, Blair Imani, Jason Russell, Esi Eggleston Bracey, Chip Sullivan, Dean Obeidallah, so many more.” Local Companies Admired The Bent Spoon, Two Sevens, Tico’s (Princeton, NJ) In the Morning Twitter Before Bed Twitter Up at Night “Injustice.” 2018/2019 “That JÜV Consulting can empower that many more Generation Z-ers with economic seats at every damn table, that we can continue to disrupt the marketplace to make tomorrow brighter.” Importance of Philanthropy “We have to use our voices, resources, and agency to whatever extent possible to fight for better. I’m 19, but I vow to continue to spend my life fighting for all of us.”
DAVINA A. FERRIERA
LA PUBLISHER; FOUNDER ALEGRIA BILINGUAL MAGAZINE; ALEGRIA BILINGUAL MEDIA
Founder of a bilingual, LA-based magazine exposing readers to Latin American arts, culture, and lifestyle Age 37 Residence Pacific Palisades, CA Education UC Irvine and UCLA Industry Media Company HQ Pacific Palisades, CA Awards & Honors Rising Star award by the National Latina Business Women Association; Latina of Influence award by Hispanic Lifestyle magazine Advice “What others think of you is none of your business.” Success “True success must encompass a quality of life that allows me to keep my family close, a peaceful home, tranquility in order to create, and inner peace as my everyday compass.” Mentors Rochelle Newman, Ruben Smith, and Robin Richards Local Companies Admired “I love so many small businesses I discover when I visit different neighborhoods in LA filled with family tradition, culture, and legacy.” Cause Closest to Your Heart Mental health awareness and addiction prevention for youth In the Morning “Feeling thankful.” Before Bed “Reading a good book.” Up at Night “Ideas, ideas, ideas.” 2018/2019 “Inspiring more people through everything I create and being a role model for the Hispanic community in the US.” Importance of Philanthropy “It is the way in which we can leave the world a little more hopeful, a little brighter and kinder.”
ROCHELLE GORES FREDSTON
LA FOUNDER LEARNING LAB VENTURES Disrupting nonprofits by bringing in strategies and values from the startup world Age 36 Residence Pacific Palisades, CA Education Western Michigan University Industry Philanthropy Company HQ Los Angeles Notable Projects “The launching of Learning Lab Ventures and our annual gala.” Advice “There is no substitute for tenacity.” Success “Disrupting generational poverty.” Mentors “My father, Alex Gores, and Suzanne Marx.” Local Companies Admired LACMA Cause Closest to Your Heart Learning Lab Ventures
NEXTGEN 10 PHILANTHROPY, ART, & CULTURE
We are proud to present CSQ’s third annual NextGen10 class in Philanthropy, Art, & Culture–an immensely talented group of individuals 40 years old and younger committed to advocating for change, social reform, the power of art, and the betterment of humanity. They span across industry while also promoting a shared message of global good. These NextGen innovators and changemakers have already disrupted the world, from founding a Generation-Z consulting firm and organization for social activism before the age of 20 (Ziad Ahmed), to leading a campaign for bolstering votes through celebration (Angie Jean-Marie), to creating social justice artwork portraying racial and political disparities and honoring black culture (Watson Mere). This year’s class proves the next generation is one that is busy crafting the future of LA, NYC, and beyond.
In the Morning Meditate Before Bed Read Up at Night “My children.” 2018/2019 “To continue to raise awareness and funds for Learning Lab Ventures.” Importance of Philanthropy “To whom much is given, much is required.”
LA DIRECTOR, #VOTETOGETHER CIVIC NATION Head of nonprofit redefining voting by bringing celebration and fun to the polls Age 30 Residence Los Angeles Education University of Maryland, USC Industry Nonprofit Company HQ Washington, DC Awards & Honors Global Shapers’ Vice Curator, 2017-2018 Notable Projects Executed three $1M grant challenges to shape the future of LA;
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New York & Los Angeles
launched a national voter engagement campaign with MTV, Nextdoor, Tumblr, and Uber to change and increase the culture of voting Advice “When someone shows you who they are the first time, believe them.” Success “Making my parents proud and living up to the dream they imagined in immigrating to the United States and making countless sacrifices so my brother and I could thrive in this country.” Mentors “I have the privilege of being surrounded by many peers—mostly women—who inspire, teach, and push me to become a better version of myself.” Local Companies Admired ,JusticeLA, From Lot to Spot, 72andSunny, Hank’s Mini Market, Everytable Cause Closest to Your Heart “The American Dream: creating better civic and economic opportunity for the middle and working class.” In the Morning NPR One app Before Bed “Plug my cell phone outside of the bedroom.” Up at Night “Overanalyzing and new ideas.” 2018/2019 “To be open to learning. To fail and regroup. To be okay with being wrong.” Importance of Philanthropy “For philanthropy to be effective we must dissect, evaluate, and even sit with the discomfort related to the ways in which our practices— philanthropic, professional, or personal—perpetuate the problems we wish to solve.”
ESTHER Y. KANG
NY INDEPENDENT STRATEGIST; ADJUNCT ASSISTANT PROFESSOR STUDIO E.Y.K.; NYU Strategist-researcher-educator combining restorative justice, community-centered design, and sociology Age 32 Residence Brooklyn, NY Education School of the Art Institute of Chicago (SAIC) B.F.A. in Photography & Art Theory; Maryland Institute College of Art (MICA) M.A. in social design Industry Social change Company HQ Brooklyn, NY Awards & Honors Social Inno Fest Hackathon finalist, Taproot Foundation fellow, StartingBloc fellow; featured in WIRED Notable Projects “Coached cities in resident-centered qualitative data practices to inform their city budgeting and policy-making processes; created an equity-centered framework for a state to be applied toward private and public housing policies; co-launched the first design research
project at the congressional level; designed and facilitated strategy workshops for President Obama’s Commission on the White House Initiative on Asian Americans and Pacific Islanders.” Advice “When you reach a fork in the road, pick a route that best reflects your personal values while equipping you with the tools to meet your long-term goals.” Success “My maternal grandfather made me realize that success should be measured by the strength of one’s backbone.” Mentors “My father and mother. If their dial tone is busy, I seek the works of Liz Ogbu, Ta-Nehisi Coates, Paulo Freire, Fyodor Dostoevsky, and Dave Chappelle.” Local Companies Admired Hester Street Collaborative Cause Closest to Your Heart “Promoting intersectionality as one approaches an issue, an individual, and a context, which I believe is vital to understanding how we can move forward, together.” Up at Night “Sleep’s pretty important. I used to let worries keep me up at night only to realize that it resolved very little. I now try to stick to a routine that allows me to get the number of hours I need.” 2018/2019 “Local activism; teach teens how to use and apply the design process.” Importance of Philanthropy “Philanthropy has the great potential to bring us closer to the ultimate goaL—a world where economic injustice no longer exists.”
helps us understand what’s at the heart of being human. Supporting local artists and the organizations that work with them is not only an investment in the future of LA but encourages empathy and the cultural diversity that makes the city so great.”
LA EXECUTIVE DIRECTOR; FOUNDER FRIEZE LA; FORYOURART Los Angeles-based arts advocate leading the charge in the arts scene with the debut of Frieze LA Age 40 Residence Los Feliz, CA Education Princeton University Industry Art Company HQ Los Angeles Awards & Honors Los Angeles County Arts Commissioner Notable Projects Weekly ForYourArt publication (since 2006); “Pacific Standard Time” Participating Gallery Program (2013, 2017) Advice “Water reaches its own level.” Success “Being useful to my community.” Mentors Karen Marta, Hans-Ulrich Obrist, Daniel Martinez, Andrea Bowers Local Companies Admired LACMA Cause Closest to Your Heart The Wildlands Conservancy In the Morning “Lypo-spheric vitamin C with water.” Before Bed Netflix 2018/2019 “Art has always been at the center of the conversation here, and Frieze LA will help show that.” Importance of Philanthropy “For many people, creativity
PHILANTHROPY, ART, & CULTURE
NY ARTIST ART OF MERE An artist of Haitian descent, Mere has been painting since childhood and now finds inspiration in the African diaspora, creating pieces of artwork meant to invoke emotion and spark a viewer’s imagination Age 31 Residence Prospect Heights, Brooklyn, NY Education Florida A&M University (B.A. and M.B.A) Industry Art Company HQ Brooklyn, NY Awards & Honors Featured: The Washington Post, National Public Radio (NPR); Creole Image winner Notable Projects “My Brother’s Keeper”; exhibit at the Urban Art Gallery, Philadelphia; group exhibit at sk.ArtSpace,
Brooklyn, NY Advice “Whatever the mind can conceive and believe, the mind can achieve.” –Napoleon Hill Success “I define success as effectively manifesting a thought into the physical world and having it give a voice to the voiceless, and effectively move culture forward.” Mentors “My father, my mother, my ancestors.” Local Companies Admired MoMA, The Brooklyn Museum, artists Kehinde Wiley and Mickalene Thomas Cause Closest to Your Heart “Any causes related to benefiting and improving the conditions in Haiti and causes geared toward art programs for youth.” In the Morning “Meditate in order to get my mind clear, calm, and at peace. Then I begin to look over and tackle my to-do list for the day.” Before Bed “Write out the events of the day. I basically reflect on the last 24 hours.” Up at Night “I have found that it is within these hours that the muses come to me in the form of visions or inspiration that ultimately manifest themselves into the art I share with the world.” 2018/2019 “Continue to grow as a human, to partner with more galleries, experiment with new mediums of art, expound on subjects focused on social change. Work more with causes aimed toward improving conditions in Haiti and artistic youth programs.” Importance of Philanthropy “The betterment of the human condition as a whole is paramount. Philanthropy opens the door toward positive change by shining a light on causes that would otherwise go unseen and be undermined.”
ANDREW RESNICK & SERINDA SWAN
LA CO-FOUNDERS; CEO DEEDLY Educational program dedicated to teaching youth about world issues and charities, empowering them to take action, and leading them become philanthropists and world-changers, now and in the future Age 37; 34 Residence West Hollywood; Los Angeles and Miami Education University of Miami; Waldorf School Industry Philanthropy Company HQ Los Angeles Notable Projects “Created hundreds of apps and websites that in total had millions of daily unique visitors. Currently working on apps for 123Wish and The Hunt.” (AR) Advice “Don’t judge and always give the benefit of the doubt.” (AR) “May your success be for the success of humanity.” (SS) Success “Success is giving.” (AR) “ Make sure that your success is the success of another.” (SS) Mentors Rabbi Zweig (AR); “My grandmother, Dhyan Vimal, my parents!” (SS) Local Companies Admired Fellows (AR); Fortuned Culture,
Raven and Lily, and The Giving Keys (SS) Cause Closest to Your Heart “Deedly.” (AR) “Education is key, empowerment is essential, equality is non-negotiable, and the time is now.” (SS) In the Morning “Warm water with half a lemon and turmeric. Life changer.” (AR) Before Bed “A book and a snuggle with my dog, Buddha.” (SS) Up at Night “Thinking about how everyone has a choice to use technology for good, evil, or personal gain. The winner of this battle will seal humanity’s fate.” (AR) “Lately it’s been animal rights. The legislature must change the horrific and archaic conditions animals ‘live’ in.” (SS) 2018/2019 “Deedly across the world!” (AR & SS) Importance of Philanthropy “The whole is greater than the sum of its parts. We need philanthropy and giving to reach our true potential.” (AR); “Philanthropy is the gateway to understand that we are all the same. It allows you to reach out and affect another’s life, which in turn affects your own.” (SS)
NY CO-FOUNDER, CEO, & CHAIRMAN CONCORDIA Nonprofit, nonpartisan organization rooted in developing partnerships to create positive social impacts and a more sustainable future
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Age 32 Residence Central Park South Education Georgetown University Industry Nonprofit Company HQ New York Notable Projects “We’ve overseen a huge variety of projects, but one in particular is our Concordia Americas Initiative. Latin America has remained a focal point for Concordia and we returned to Bogotá this year to provide the first major international convening following the country’s presidential elections.” Advice “Be nice to everyone on the way up, because they will be there on your way down.” Success “I think it is about feeling fulfilled and confident.” Mentors “I’m fortunate to have some great people in my life who mentor me at certain times. I’ve also learned that following your gut is one of the most important life lessons.” Local Companies Admired Shinola, Warby Parker Cause Closest to Your Heart “The humane treatment of animals.” In the Morning “My morning normally starts with me immediately turning on the news and going online and reading as many newspapers as possible.” Before Bed “I have a brutal sweet tooth, so I usually have to always have something sweet. I also like to review the news again.” Up at Night “The long-term health of Concordia.” 2018/2019 “To continue to grow Concordia, both through regional summits and annual summit..” Importance of Philanthropy “Philanthropy is important because it shows that it is not always about ‘me’ but about ‘we.’ Philanthropy is about the broader collective of society and how we move forward.”
CAROLYN TISCH BLODGETT & EMILY TISCH SUSSMAN
NY CO-SVPS, LAURIE M. TISCH ILLUMINATION FUND; SVP, GLOBAL BRAND MARKETING, PELOTON (CTB); SENIOR ADVISOR, SWING LEFT (ETS) Daughters of our NY Visionary of the Year, Laurie M. Tisch, the Tisch sisters are NextGen philanthropists, co-serving at the fund while leading in political changes and marketing Age 33; 36 Residence NYC, Upper West Side; Upper East Side Education Yale University (B.A.), Harvard Business School (M.B.A.) (CTB); Skidmore College (B.A.), Cardozo School of Law (J.D.) (ETS) Industry Marketing (CTB); Advocacy (ETS) Company HQ NY; Remote Awards & Honors AdAge 40 under 40, Adweek Brand Genius, Adweek Most Powerful Women in Sports (CTB); Alumni of the Decade, Cardozo School of Law, 2017; LGBT Alumni Award, Cardozo School of Law, 2011; Next Generation of Philanthropists, Town and Country, 2016; 40 Under 40 Movers and Shakers, Washington Life magazine, 2014, 2016, 2017; Truman Values Award, Truman National Security
Project, 2012; 40 under 40 Emerging Leaders in Politics, New Leaders Council (inaugural list), 2008 (ETS) Notable Projects “Growth of Peloton from startup to $4.15B company, launch of Peloton Tread, launch of Peloton commercial product, launch of Peloton globally.” (CTB); “The repeal of Don’t Ask Don’t Tell, confirmation of Surgeon General Vivek Murthy against the NRA campaign, started Think Blue, created national surrogates program for Swing Left.” (ETS) Advice “Some days I can be a good employee, some days I can be a good mother, but rarely there are days that can I be both.” (ETS) Success “Making an impact and setting an example for others every day.” (CTB) Mentors Mary Musca, Greg Lyons, John Foley (CTB); Aubrey Sarvis (ETS) Local Companies Admired Warby Parker, Harry’s, Casper (CTB); The Wing, The Skimm, The Soze Agency (ETS) Cause Closest to Your Heart Robin Hood Foundation (CTB); “Finding ways for low-income women to connect to entrepreneurship.” (ETS) In the Morning “Hug my kids. And coffee.” (ETS) Before Bed “Sadly, it’s check my email.” (ETS) Up at Night “Everything! But mostly by my 3-year-old daughter!” (CTB); “I don’t know how we undo the hate that Trump has unleashed and normalized. I know how to run an effective advocacy campaign, but what he has done is too huge.” (ETS) 2018/2019 “Find a way to spend more time volunteering with my family so that they start to understand the importance of philanthropy.” (CTB) Importance of Philanthropy “My grandparents made it very clear to us from an early age, ‘to those whom much is given, much is expected.’” (CTB); “We need philanthropy to be able to take risks and try new things that can later be implemented to scale.” (ETS)
NANCY AOSSEY PRESIDENT AND CEO INTERNATIONAL MEDICAL CORPS
The fearless leader of humanitarian organization International Medical Corps has helped administer more than $2.8B in relief—often in remote places deemed too dangerous to survive By Christina Simon NANCY AOSSEY Age 59 Hometown Cedar Rapids, Iowa Residence Santa Monica, California On My Wrist Bracelet from Brighton Collectibles. “This bracelet comes from my dear friends Jerry and Terri Kohl, whose fashion company, Brighton Collectibles, puts hearts on their jewelry. I wear this bracelet every day because their heart charms are a symbol to me of Jerry and Terri’s inspirational and philanthropic compassion.” In My Garage 1999 Toyota Camry Education B.A., MBA, Honorary Doctorate, University of Northern Iowa
INTERNATIONAL MEDICAL CORPS
Growing up in Northern Iowa, Nancy Aossey could not have imagined she would one day be sitting face-to-face with a notorious African warlord in his secret hideout. But it’s all in a day’s work for the president and chief executive of International Medical Corps (IMC), one of the world’s biggest humanitarian organizations. Staﬀed with 7,500 aid workers, doctors, and nurses, IMC, based in Los Angeles, has delivered more than $2.8B in assistance and trained tens of millions of people in 80 countries. With a focus on health care, the organization operates in war zones and countries facing famine and disease in Africa, Asia, Europe, the Middle East, and the Americas. It’s also there when natural disasters cause destruction across the globe or in the United States. 58
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Former First Lady Michelle Obama summed it up perfectly when she praised Aossey during a 2011 commencement address at the University of Northern Iowa, Aossey’s alma mater, telling the crowd, “She took over, and IMC took oﬀ.” The key to the organization’s tremendous growth, Aossey explains, has been IMC’s singular focus on working where there is need and building sustainable, local solutions. “What’s happening in the world right now?” and “Are we there?” are pressing questions that drive her. IMC was founded in 1984 by Dr. Bob Simon, a renowned expert in emergency medicine, after he returned from Afghanistan, where he learned that doctors were being killed and detained as war with the invading Soviet army raged. Two years later, Simon,
Year Founded 1984 Number of staff worldwide 7,000 Number of Countries Where Currently Operating 35 Notable Past Projects Providing relief during Rwanda genocide, war and famine in Somalia, ethnic cleansing in the Balkans, conflict in Darfur, Indian Ocean tsunami, Haiti earthquake,
First Job Corn detasseling Business Over a Drink Casa Del Mar Business Networks & Associations Young Presidents Organization/Chief Executives Organization Can’t Miss Events, Conferences, Summits Council on Foreign Relations, Milken, Pacific Council, RAND, Reagan Hospital 10th Anniversary, TED Mentors Dr. Bob Simon; Ed Carpenter; Linda Cappello; Joan Payden; Teresa, Bill, and Dick Riordan Notable Current Projects Hurricane Florence response, Ebola outbreak in DRC, Africa famine, Syria War, Indonesia earthquakes and tsunami
Ebola outbreak in West Africa, Hurricanes Katrina, Irma/Maria, and Florence Notable Upcoming Events Annual Awards Celebration – “First Responders.” Fall 2019 Notable Upcoming Projects $50 million campaign to increase our core support so we can respond to emergencies with even greater speed and flexibility.
now IMC’s chairman, hired Aossey as CEO. With only three employees and funding from Simon’s own resources combined with funds from the United States Agency for International Development (USAID), the scrappy startup was on its way to creating a new model for humanitarian work. Former President Reagan endorsed IMC’s early eﬀorts in Afghanistan, and former President Obama later highlighted its work to end the West Africa Ebola outbreak during his State of the Union. For Aossey and her staﬀ, recent responses
Photo Credit: International Medical Corps; International Medical Corps - Crystal Wells
Nerves of Steel and Heart of Gold
VISIONARY LOS ANGELES
Democratic Republic of the Congo (DRC), where a new outbreak of Ebola threatens to be as deadly as the 2014 outbreak. In collaboration with FedEx, IMC has set up portable units to assist in the response. As in Liberia, IMC personnel in DRC have to worry about contracting Ebola themselves. But, the DRC presents new challenges: militia fighting that wasn’t present in Liberia. Security concerns create a more complex and costly response, causing IMC to scale up its security protocols.
include a wide range of deployments, from providing doctors, nurses, medicine, and power generators in Puerto Rico after the 2017 hurricane and supplying medical care, mental health services, and hygiene kits to Syrian refugees, to working in Rwanda during the civil war and genocide. Searching for hospitals and homes to work from where massacres hadn’t taken place was among the numerous challenges Aossey faced as neighbors killed neighbors and churches became death traps. “We could hear the screams at night. All the relief workers that were there slept in the same room because we didn’t want to be alone,” Aossey says.
Recalling her modest upbringing in Cedar Rapids, Iowa, Aossey says her father, a retired milkman, and her mother, a stay-at-home mom turned secretary, encouraged her to give back. “They have a real heart and tremendous empathy for other people,” she says. Aossey’s father sometimes gave free chocolate milk to neighborhood kids who couldn’t aﬀord it and gave up part of his delivery territory to help a co-worker struggling to support his family. Neither of her parents attended college, but were adamant that she get a four-year degree. Years later, receiving an honorary doctorate from her alma mater, was an emotional day, she says. A student who had survived the genocide in Rwanda spoke and Aossey’s parents attended the ceremony. Embracing Technology
Typically, Aossey is up at 4 a.m. on her iPad getting updates from her teams overseas and checking international news. When she arrives at the Santa Monica oﬃce, where pictures of IMC in the field line the walls, she’s ready to manage a remote and widely distributed team. “We’re a 24/7 worldwide operation,” she says. “Using technology has also meant less travel.” Many meetings are conducted on Skype. IMC was an early adopter of new technologies, where connectivity can mean the diﬀerence between life and death. During relief eﬀorts for 2010 earthquake in Haiti, IMC used Twitter for the first time, as well as Facebook, to share information with news media and other organizations. Instagram and YouTube are also essential to raising awareness, whether on a specific crisis or for overall marketing. Extreme Logistics
It’s not unusual for IMC to be on the ground within days or even hours of a disaster, often the first to arrive. The organization is known for its ability to use its highly developed assessment methodology and focus on logistics. For example, successful supply chains are essential. “We’ve partnered with organizations that have vaccines, but they might not be able to CSQ Q4 2018 / 19
1. Nancy Aossey holds an infant in the aftermath of the 2010 Haiti earthquake
2. Supervising care during the 1999 war in Kosovo
maintain the integrity of the cold chain to keep the vaccine at the right temperature,” Aossey says. “We view our work through the lens of problem solvers. We’re willing to look for gaps.” IMC devised a cold chain for the transport of vaccines after its first mission in Afghanistan. At the same time, it created an intensive training program for medics and worked with locals to organize vaccination eﬀorts. After a few years, Aossey realized they had a workable formula. “If you can be eﬀective in Afghanistan, you’d probably be eﬀective anywhere,” she says. Fighting the ‘Nurse Killer’
In 2014, with $5M from USAID, IMC set up a treatment unit in Liberia to stop an outbreak of Ebola, known as the “nurse killer.” “We had to protect healthcare workers because, although they want to help, if there’s a 50% chance they’ll die, they will stay home,” Aossey explains. As the deadly disease grew exponentially, IMC erected Ebola treatments centers, which cost $1M per month to run. In addition, the organization launched a program to train 5,000 health workers who could treat the deadly disease. Currently, IMC staﬀ members are in the
No other outside organizations were willing to risk working in Angola during the civil war in 1990, when IMC arrived to address the highest infant mortality in the world by administering lifesaving vaccinations. Rebel leader Jonas Savimbi controlled the territory. He requested to meet with Aossey and her USAID colleagues, summoning them to his compound deep in the African bush. Blindfolded, they were driven to his underground bunker. “It was surreal. I mean, how are you supposed to trust in that moment?” she says. “I didn’t feel our personal security was at risk because he agreed to meet with us.” Because Savimbi was a military man, he addressed Aossey first since she held the highest title. “I told him we didn’t need anything from them, just to be left alone and to get assurances that his army wouldn’t target us,” Aossey says. “He was charming. And he was a murderous war criminal.” With Savimbi’s promise, IMC partnered with a loose-knit group of women in villages who took care of health needs. Ultimately, IMC administered 160,000 vaccinations. Despite many successful responses, IMC has lost staﬀ members, in countries including Afghanistan, Bosnia, and South Sudan. Harnessing the Power of Hollywood
Fighting disease in war zones is a stark contrast to the glamorous part of Aossey’s job, which entails mingling with celebrity supporters like Sienna Miller, a global ambassador for the organization since 2009. Actresses Robin Wright and Sanaa Lathan also serve as global ambassadors, helping disseminate IMC’s message to Hollywood and beyond. IMC’s powerhouse board of directors, advisory board, and leadership council, including director/producer J.J. Abrams, spearhead bringing in what Aossey calls the “flexible funds” that are so vital. “The flexible dollar is always the most important dollar to an emergency group,” she says. As one of the world’s most esteemed female social entrepreneurs, Aossey has been honored with numerous awards, including the Goldman Sachs 100 Most Intriguing Entrepreneurs, and the Young Presidents’ Organization Global Humanitarian Award. “The awards are our achievements, not my achievements. They go to IMC and all the unsung heroes,” Aossey says. END 59
A Vision in Good
ANGELLA NAZARIAN CO-FOUNDER VISIONARY WOMEN
The Visionary Women co-founder, bestselling author, and philanthropist doesn’t just lean in–she gives other women her shoulders to stand on and is poised to make her nonprofit a powerhouse in female leadership By Marnie Goodfriend
Ask Angella Nazarian if your wildest dream is doable and her answer will likely be, “Why not?” Born and raised in Tehran during the Iranian Revolution, Nazarian’s thirst for knowledge, focus on mentorship, and deep interest in human relations are the impetus behind her success as a best-selling author, philanthropist, and co-founder of the Los Angeles-based nonprofit Visionary Women. Poised, gracious, and whip-smart, with boundless energy and enthusiasm, Nazarian makes anything seem possible. “Given the fact that I came from a back-
ground where women were not working outside of the home, I had a hard time finding someone that I could relate to. Someone I could pinpoint and say, ‘That’s the kind of woman I want to be,’” says Nazarian. “Mentorship is not only for young people; it is so important for anyone, even for those who are in their 50s or 60s.” She credits her can-do attitude to her Persian background and watching her parents start over after moving to the United States. Nazarian’s first book, Life as a Visitor, a memoir about moving from Iran to Los Angeles,
describes her innate desire to create opportunities for herself. In high school, she left Iran on her own to live with her older brother and sister in Los Angeles. Her parents would not arrive for another five years. She later attended UCLA, where she met her husband, founder of Nimes Capital, David Nazarian, who shares her views about philanthropy. By the time she was writing her final thesis for her master’s in psychology from Cal State Long Beach, a need was developing to foster something more meaningful in her life by helping others. “I was researching organizational behavior, which is the intersection of psychol-
The Power of Stories
Age 50 Hometown Tehran, Iran Residence Bel Air, Los Angeles Family Husband, David, and two sons, 26 and 23 On My Wrist “Bracelets that my closest friends have gifted me.” In My Garage Tesla Education MA in organizational psychology, Cal State Long Beach First Job At age 13, a chemistry and math tutor and at age 23, a faculty member in the Department of Psychology at Cal State Long Beach Other Philanthropies Supported Hammer Museum, Parent Advisory Board of Stanford University, Brentwood School, UCLA Lab School, and UCLA Graduate School of Education and Information Studies Business Networks & Associations “My husband and I belong to the Young Presidents’ Organization—over the past 20 years, we have learned and experienced so much with this group of people and many have become our
PHILANTHROPY, ART, & CULTURE
closest friends. Women Moving Millions is an international group of philanthropists who have pledged to donate $1M or more toward women and girls’ initiatives. The network of incredible women and the resources and learning at our disposal have been indispensable.” Can’t Miss Events, Conferences, Summits “ Vanity Fair’s Founder’s Fair for women last year was very informative and well-done. There were over 40 exceptional female founders of businesses and nonprofits, who shared their experiences and lessons learned.” Also: Milken Institute Global Conference, Women Moving Millions Annual Summit Mentor Dr. Carolyn Conger: “She has been my teacher and friend for the past two decades. She encouraged me to leave academia and begin building women’s communities of learning.” Notable Upcoming Projects “My fourth book, The Power of Partnerships, will be published in Fall 2019.”
Year Founded 2014 Number of Members 160 members Notable Past Events Hosting Liberian Nobel Laureate and women’s organizer Leymah Gbowee; hosting legendary producer Brian Grazer and Netflix Chief Content Officer Ted Sarandos on the evolving role of women and the future of storytelling; interviewing Sadhguru, a mystic and social activist, considered to be one of the 50 most influential people in India; hosting two of contemporary art’s most notable female artists—Catherine Opie and Marilyn Minter–who shared their approach to female iconography and how feminism has influenced their work at the Marciano Art Foundation Notable Upcoming Events February 6, 2019: Cooking All The Way to the Top, with chefs Suzanne Goin, Sally Camacho Mueller, Nancy Silverton and moderated by Evan Kleiman; March 7, 2019: Visionary Women’s Second Annual International Women’s Day Award, at Spago, Beverly Hills
Notable Upcoming Projects “We are launching a mentorship partnership with Alliance, which is the largest charter school network in LA and larger than 75% of all school districts in California. We are looking at ways in which we can support their mentorship program that helps thousands of low-income, high performing students. We hope to bring these mentors and the students to our events as well. In Los Angeles no challenge has been in the public eye more than homelessness. In 2018 the Greater Los Angeles homeless count revealed that there are nearly 53,000 homeless people, 31% of whom are women. We are kicking off the year with a specific initiative called ‘In Her Honor,’ in which members’ donations can help homeless women get job training and counseling to become independent and self-sufficient. This program is in partnership with Chrysalis, which has been at the forefront of this issue.”
Photo Credit: Jonny Marlow; Getty Images / Rachel Murray
VISIONARY LOS ANGELES
ogy and social psychology as applied to work and teamwork. ‘What happens when you bring people from other backgrounds together?’” she says. After several years as a psychology professor, Nazarian realized that her needs and desires had shifted to wanting to help other women make positive changes. For the next seven years, she met weekly with two groups of women to discuss their involvement in leadership and social issues, meetings she calls “transformative.” “That’s when I realized that everyone yearns for some kind of meaning in their lives,” she says. “Inspiring people and aﬀecting change is usually through story. People respond to genuine, heartfelt stories.” As Nazarian was interviewing the 20 iconic women featured in her second book, Pioneers of the Possible: Celebrating Visionary Women of the World, she invited them to speak about their work and discuss how they achieve balance in their lives. It became abundantly clear that she wasn’t the only one who sought to connect and have impactful conversations with people from diﬀerent backgrounds. The first event she produced, an all-day salon hosted at SLS Hotel in Beverly Hills, not only sold out but by the following day her email in-box was flooded with messages asking about the next one. Wallis Annenberg, a friend and the president, CEO, and chairman of the board of the Annenberg Foundation, urged her to set up the salons as a nonprofit. “You need to build a tribe around yourself, a sisterhood,” Nazarian says. She took Annenberg’s advice and enlisted friends, including two-time former mayor of Beverly Hills, Honorable Lili Bosse, philanthropist Veronica Grazer, and Honorable Nicole Avant, to plan events and bring others into the fold. According to Nazarian, 97% of money that Visionary Women earns from memberships funnels directly back to its programs. “We called this a startup nonprofit, but in the last three years we have given $800,000 to women in need. We want to close in on $1 million in the next year.” Visionary Women partners with organizations in Los Angeles such as Chrysalis, a nonprofit assisting at-risk, homeless women with career training, and Alliance, which helps high-potential students from low-income areas apply for college. Visionary Women’s members act as mentors. Such initiatives align with Nazarian’s core belief in women helping women. Last year, Visionary Women launched an Under 35 (UE35) membership, which gives younger female professionals the opportunity to create their own events, secure speakers, and recruit members to discuss issues specific to their demographic. “There is something so moving when you see that kind of energy in people who want to make something of their worth,” says Nazarian. “They are inquisitive, want to make connections, and get involved.
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1. With Visionary Women members and board members Nancy Ellin, Shilla Hekmat, Nina Kotick, Hon. Lili Bosse, Shelley Reid, Karen Murphy O’Brien, Angella Nazarian, and Thea Andrews at the 2018 Visionary Women gala honoring Demi Moore with the inaugural Visionary Women’s Award on International Women’s Day
I think it’s important for these women to find their own voice.” Nazarian’s relationship to giving is one of active philanthropy. She, along with her family, believes in giving large projects love, time, and support. For example, the David Nazarian Gift, a $10M donation and $25M fundraising drive for her husband’s alma mater, Cal State Northridge, extends beyond dollars to elevate entrepreneurship and foster international programs, with a focus on women in business. “It makes you level-headed, not thinking about yourself and your own life. This is something we ingrained in our kids with our family foundation. It has to be a part of our lifestyle,” Nazarian says. Power of Partnerships
When most of us are still counting sheep, Nazarian is reflecting and writing. Never having written anything beyond research papers, she dove head first into creative writing classes at UCLA. What she didn’t expect was to regain pieces of her history, pieces she wanted to document and share with her children. Her first book she describes as “accidental.” “I wasn’t attached to it being published. Whatever I decide to invest in, I want to do a good job, so I took it very seriously,” she says. Her second and third books focus on women’s leadership, chronicling the lives of pioneering women in diﬀerent disciplines, countries, and socioeconomic backgrounds. “Instead of writing a biography, I was most interested in what made them successful, and commonalities between women in diﬀerent parts of the world that made them flourish. They have been
the engine behind my work in women’s leadership,” she says. Her forthcoming book, The Power of Partnerships, delves into the dynamics of noteworthy male-female partnerships and includes an interview with Associate Justice of the Supreme Court Ruth Bader Ginsburg about her marriage to her husband, Martin, as an example of a strong and loving partnership. Nazarian recognizes that the #MeToo movement has made this a timely topic, as we reimagine how men and women work together. “Is there a diﬀerent way that men and women relate to work? If so, how do they complement each other, and where do we go from here?” she asks. Now that her children have left the nest, Nazarian says she’s working more than ever. It has also aﬀorded time to travel and write more frequently. “In diﬀerent parts of your life cycle, there are discussions about having it all, and I’ve always said that you can have it all but not all at the same time,” she says. To balance her roles as businesswoman, philanthropist, writer, speaker, wife, and mother, she meditates and gives time to herself every morning around 5:30 a.m. “The first two-and-a-half hours of my day are spent in quiet reflection, which is medicine, I think.” Another elixir for Nazarian is flamenco dancing, which she has been practicing with twice-weekly classes for the past 10 years. “It has become one of the more important things in my life, as it ties back into my hobby of dancing in my childhood,” she says. “Aside from meditation, it is one of the only times when I’m not really thinking,” she says. “You cannot think while you are dancing. It’s all muscle memory and you have to be so present.” Nazarian attributes her ability to work hard to a positive state of mind and quality time with loved ones. “Spending time with my sons, family, and good friends is so nourishing. I always make time for that,” she says. “I don’t want to feel that all my worth is in the doing but being with people.” Looking to the future, Nazarian’s goals are, unsurprisingly, far-reaching, but for her, no doubt attainable. She aims for Visionary Women to be a major force in Los Angeles by supporting new programs such as UE35, increasing the number of collaborations with other nonprofits, and building a national membership, in addition to extending help and hope beyond LA’s city limits and into developing countries. Passing the torch to a younger generation is her end goal. “My only wish is that, 10 years from now, they are going to be running Visionary Women.” With Nazarian’s magic touch for connecting and inspiring others, everything seems possible. Why not? END
VISIONARY NEW YORK LAWRENCE B. BENENSON PRINCIPAL BENENSON CAPITAL PARTNERS
Charitarian, Humanitarian, Accumulator, New Yorker Led by intuition and the value of experiences, free-thinker, philanthropist, and top art collector Lawrence B. Benenson makes a measurable and intentional impact in New York By Michele Raphael
LAWRENCE B. BENENSON Age 51 Hometown Manhattan, NY Residence Manhattan, NY Family Wife, Elyse Benenson; son On My Wrist “ID bracelet from the hospital when my son was born.” In My Garage 2011 Camaro convertible Favorite Book Looking Backward by Edward Bellamy (1888) Education Duke (BA) First Job Assistant Building Manager Business Over Dinner Il Gattopardo Other Philanthropies Supported Chess-in the-Schools, The Salvation Army Business Networks & Associations Patriotic Millionaires, ICSC, RFNY Can’t Miss Events Anti-Defamation League Luncheon, Lincoln Center Real Estate Gala Mentors Charlie Benenson, Lewis Cullman, Peter Malkin Notable Current Projects Participating in videos for the Patriotic Millionaires; executive producer: The Price of Everything on HBO; Bootstraps, a Universal Basic Income film project; and Capturing the Flag, a film about voter suppression in North Carolina
Year Founded 1905 Notable Past Projects Cross County Shopping Center, Yonkers, NY; Hoyt & Horn, a 400,000 sq. ft. apartment building in Brooklyn, NY Notable Upcoming Events Office space renovation Notable Upcoming Projects 1,500,000 sq. ft. Main Street Place, Bellevue, WA; 180,000 sq. ft. multiuse building, Allston, MA
Lawrence B. Benenson, a real estate investor and third-generation partner of Benenson Capital Partners, is fueled by a strong, emotional current that drives his work, philanthropy, and art patronage. The excitement he feels when he has ideas of how to better society is “like a lightning bolt that goes through my brain,” he eﬀuses. The eﬀect that it has on the more than 100 organizations that he actively supports and the art that he collects is indeed electrifying. For him, there is intrinsic value in free will, trusting in one’s instincts, and investing in experiences. Benenson has always been a collector. As a 62
PHILANTHROPY, ART, & CULTURE
child, he saved hotel sewing kits and airplane alcohol bottles. This is when the “disease,” as he refers to it, developed. “I’m not a collector,” he says. “I’m an accumulator” of meteorites, postcards, baseballs, and anvils, and artworks by Matisse, Miro, Saul Steinberg, and Judy Chicago, and apparently everything else. He encourages others to seek out things and moments that have emotional resonance. “It’s fun, and you are allowed to have fun. Experience the world,” he says. “That’s why we have the ability to remember. I don’t understand why a lot of people go to baseball games, rock concerts, and other events and watch the ac-
tion on the screens of their iPhones. I think remembering the feeling you had when you were present is much more enriching.” An example of this free-spirited approach to experience-hunting is his recent acquisition of a large OTB (oﬀ-track betting) sign that used to hang in Midtown Manhattan, though he admits he has no idea what he’ll do with it. He remembers visiting the OTB once and betting on horse races and is happy to have a giant souvenir. Earlier events that shaped Benenson in a profound way are ones he shared with his mother, Peggy Benenson, with whom he met
Photo Credit: Evan Sung; Earth Day Network; Armin Wanner; Lawrence B. Benenson
BENENSON CAPITAL PARTNERS, LLC
Andy Warhol and visited galleries on West Broadway in Soho. With Charles B. Benenson, his father, he went to the Neuberger Museum at SUNY Purchase and other museums every winter weekend in his childhood. Combined with his unique sensibility, these experiences positioned him to become a force in the art world. In 2016, ArtNet put him on its list of the 100 top art collectors in the world. Arbitrary rankings don’t impress Benenson and neither does buying art for investment purposes. His relationship to art is purely organic and emotional. If he finds a painting that he loves priced at $50,000, Benenson says he typically calculates his remaining life expectancy. Living 50 more years, will he receive enjoyment worth $1,000 per year with that painting on his wall? In 1996, his father’s lawyers asked Benenson to choose artworks from his father’s art collection. Believing that all the art was going to Yale as his father had told him, “I picked what was emotionally important to me from my childhood not knowing at the time that I would actually own these artworks. It was pure how I chose them. I did it without any regard for the art market.” Shortly thereafter, he found himself in Manhattan’s Chelsea neighborhood visiting galleries. “It was a door to a universe that’s in my blood,” he says. Benenson welcomes museum groups, scholars, and students to experience his home in Connecticut, and he personally leads tours through his collection, a rare approach in the art world. What work would he like to add to his collection? “The Mona Lisa by Leonardo da Vinci.” But not to hang on his wall. “I want it very badly. I want to own it so I can sell it and give all the money to charity.”
building; that does not make someone a giver. For Benenson, it is essential to ensure that money donated to an organization goes directly to help people and makes the world a better place. He is disenchanted with the current plethora of foundations and donor-advised funds, many of which he believes are thinly veiled tax-avoidance vehicles. “Say someone creates a private foundation to find a cure for arthritis because his sister has arthritis, and he just earned a $30 million bonus at work. The IRS regulation reads that he must spend at least 5% fighting arthritis, every year. Not give, spend. The person can pay his brother $100,000 to be the foundation’s treasurer, can pay his sister $100,000 to be the president, and spend $300,000 on oﬃce space, computers, and traveling to conferences. Now, only $1 million goes to finding a cure for arthritis, and the philanthropist will give that money to a foundation that actually hires doctors and does research. This so-called philanthropist can easily earn 5% on the $28.5 million in perpetuity. The $28.5 million for which he earned a tax deduction just rots in a bank,” Benenson explains. “Extrapolate that across the tens of thousands of private foundations that have been created in the United States in the last 40 years; that’s why there’s not enough money to pay teachers, policemen, and firemen. It’s why bridges are falling apart, roads have thousands of potholes, and there’s not enough money to fix the infrastructure of our country—because of all the tax deductions that have been sucked away by many of these so-called charitable foundations.” Donor-advised funds are highly problematic, too, says Benenson, because there is no time limit by which the money must be given to charity. One of his solutions: Sunset clauses that call for foundations to disperse all of the endowment within five to seven years.
“I asked a close friend, ‘What’s the diﬀerence between philanthropy and charity?’ and he replied, ‘Philanthropy is about the giver; charity is about the receiver,’” Benenson says. “I would like to be regarded as a charitarian, not as a philanthropist.” His altruistic nature makes him a passionate charitarian and champion of education, equal rights, and improving the lives of others. It’s not enough to put your name on a
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Advocate for New York City
Of the many charities with which he is involved, and he is on the boards of 12, feeding the hungry, housing the homeless, and providing quality schooling for underprivileged children are Benenson’s priorities. He is passionate about City Harvest, a New York City organization that has rescued 61 million
1. Lawrence B. Benenson speaking at the March for Science on Earth Day, 2017 2. With Marianne Kerner, who raised him 3. At Getting Out, Staying Out (GOSO), a recidivsm-reducing nonprofit, formerly incarcerated men view Benenson’s copy of the Emancipation Proclamation, signed by Abraham Lincoln
pounds of surplus food from restaurants and fed 1.2 million hungry New Yorkers. Inspired by his father, who promised to pay for college for students who received their high school diplomas, Benenson is a board member of the Inner-City Scholarship Fund, which provides tuition assistance to lower-income families within the Archdiocese of New York. Through New York ’s Center for Arts Education, Benenson advocates for arts programming. He joined the board 10 years ago because he was saddened and angered by the decimation of musical, theatrical, and visual arts classes in New York City’s public schools. “Many principals continue to choose basketballs for the few over paintbrushes for all,” he says. While he values his own formal education at the Trinity School and Duke University, he was most deeply influenced by his parents, Peggy and Charlie, and by Marianne Kerner and Thornton Bradley, who helped raise him. They each imparted their humanitarian spirits and emphasized learning by experience. Benenson has deep respect for creative thinkers who make lasting impacts on others. He admires Laurie Tisch, CSQ’s 2018 New York Visionary of the Year, a family friend and a major charitarian. “She is a living landmark in New York. She uses her money wisely to make the world a better place.” One of Benenson’s most prized possessions is his Abraham Lincoln-signed copy of the Emancipation Proclamation, which represents his dedication to social justice and equal rights. Whether he is teaching classes on that historic document to incarcerated youths on Rikers Island or asking for higher taxes for the wealthy and a higher minimum wage, along with other Patriotic Millionaires, Benenson is a rare combination of conscientiousness, brilliance, and kindness. END
DR. RAJIV SHAH PRESIDENT THE ROCKEFELLER FOUNDATION
Perhaps the only more ubiquitous aspiration than the “American dream” in our country’s cultural narrative is a desire to make the world a better place. For many of us, this aspiration evolves into an amorphous echo of our childhood optimism, but for those select few who are driven by vision and who thrive on results, changing the world can become a real possibility. For Dr. Rajiv Shah, a second-generation Indian American and the 13th president of The Rockefeller Foundation, those two dreams
Reimaging a Legacy of Investing in the Possible This ‘scientific philanthropist’ is catalyzing one of the world’s most prominent and legendary nonprofits to creatively, strategically, and swifty improve the state of global humanity By Jessica Ferguson have worked in tandem to develop his dynamic approach for achieving global change through science, technology, imagination, and philanthropy. An Early Understanding of Impact
Shah refers back to his upbringing in Detroit, saying he and his sister “grew up without want for anything,” yet he is keenly aware of the exceptional eﬀorts made to provide such a comfortable life. “My parents are immigrants from India,” says Shah, noting that his father’s
family had to make significant sacrifices to enable him to come to the United States. “My grandfather emptied his retirement account to buy a one-way ticket for my father. It was a time when, if you wanted the absolute best opportunity for your family and believed in the values of hard work and commitment to each other, you’d send your kid to America. It was the American dream.” He recalls his first visit to India at age 9—a young boy enthusiastically consuming the stimuli of a new country. Though he spent DR. RAJIV SHAH Age 45 Hometown West Bloomfield, MI Residence New York/ Washington, DC Family Wife, Shivam Mallick Shah, and three children, Jaisal, Amna, and Sajan On My Wrist Shinola watch In My Garage Ford Mustang Favorite Book Endurance by Alfred Lansing (1959) Education Bachelor’s in Economics, University of Michigan; M.D., University of Pennsylvania’s Perelman School of Medicine; Master’s in Health Economics, Wharton School of the University of Pennsylvania
THE ROCKEFELLER FOUNDATION Year Founded 1913 Number of Employees 150 Notable Past Projects Contributed to creation of Social Security in the United States; developed the yellow fever vaccine; helped spark the Green Revolution in agricultural development; eradicated hookworm outbreaks from the Southern United States; coined the term “impact investing”
PHILANTHROPY, ART, & CULTURE
First Job Golf course caddy Business over a drink The Archive on 36th Street in Manhattan Other Philanthropies Supported The Grove City Debate Team, University of Michigan, Martha’s Table, E. L. Haynes Public Charter School Business Networks & Associations The Atlantic Council, Trilateral Commission, Presidents Council Can’t Miss Events, Conferences, Summits Convenings at The Rockefeller Foundation’s Bellagio Center Mentors Father Notable Upcoming Projects Launch of The Rockefeller Foundation’s new Global Health initiative
Notable Upcoming Events 60th Anniversary of The Rockefeller Foundation’s Bellagio Center in June 2019 Notable Upcoming Projects Launching major global initiatives in food security and global health, and expanding access to reliable electricity for millions Total Number of Grants given In 105 years, granted more than $18B to various causes
Photo Credit: Courtesy of The Rockefeller Foundation; USAID; Pete Souza; Chad Holder
VISIONARY NEW YORK
much of that time with his mother’s family in their comparatively plush Mumbai flat, he most clearly remembers the day his uncle took him to one of the slums to see the way many people in India live. The sights, sounds, and smells of that day lingered; it was the first time he’d seen deprivation and poverty mingled with playing and laughter. “When we got home to Detroit, I noticed the wide roads, clean lawns, cut grass—and realized how diﬀerent the rest of the world is than what we are exposed to.” Crash Course in Creating Change
Inspired by his parents’ grit, commitment, and resilience, Shah went on to build a résumé that any world leader would be proud to have accumulated, and he did so at an astonishing rate. A distinguished student of science, health, and economics, he launched his fi rst nonprofit in medical school, and sparked his political career soon after during the Gore presidential campaign. When he was 28, Shah began working for the Bill & Melinda Gates Foundation—an active partnership he still relishes today—before taking on leadership roles in the Obama Administration as chief scientist for the USDA and head of the United States Agency for International Development (USAID). Five days into his role at USAID, the devastating 2010 earthquake rocked Haiti, and Shah received a call from President Obama notifying him that he was in charge of the crisis response. Shah distinctly recalls how the President saw it as a crucial moment for showing the world who we are. “He wanted a coordinated, eﬀective, results-oriented approach, and that’s exactly what we did,” says Shah. “He put the entire resources of the United States military under our guidance to help support the eﬀort. That was a tremendous moment, when the very best of our people came together and made a huge diﬀerence in saving lives. It was pretty extraordinary to see the power of our country when deployed for good.”
power of those tools to reach even the most vulnerable people on the planet—that is what drew me here.” He’s most excited to reimagine what is still possible through the legacy of John D. Rockefeller’s belief that radical optimism and the power of science could lift up the lives of people around the world. With a bullish focus on being data-driven, results-oriented, and science-based, he and his team drew on tactics from the organization’s inception to debate what areas of human well-being are most amenable to that great “lifting up.” “We determined that what the world needs, and what we can oﬀer, are eﬀorts to help children and families improve their access to health, food, power, and jobs,” says Shah. “The
The Company He Keeps
In 2015, Shah left USAID to launch Latitude Capital, a private equity firm focused on energy and infrastructure in developing countries. Th is pivoted him perfectly into his current undertaking: President of The Rockefeller Foundation and steward to its 105-yearold gold standard of “scientific philanthropy.” The Foundation has granted more than $18B in funding. When asked what first led him to the foundation, he proudly recounts the organization’s many immense past achievements—from inventing a vaccine to combat yellow fever to powering the Green Revolution across Asia and Latin America. “It saved almost a billion people from hunger and starvation over a few decades,” says Shah. “To have that kind of impact by being an optimist, by investing in science, technology, and data, by leveraging the CSQ Q4 2018 / 19
end result, we really do believe, will be helping to end poverty around the world and helping hundreds of millions more families experience the dignity of access to those four elements of a successful life.” Combining his public-oﬃce expertise with his private-sector creativity, Shah is confident as he leads the foundation on its mission of catalyzing positive change and revolutionizing technological and natural resources to aid in that eﬀort. “I was drawn by the chance to be a part of demonstrating to the world that America can lead with its values, and when it does, it can lift people up, create partnerships, improve our own security and stability, and showcase what’s so great about this country,” he says. “I’d like for us to become the best platform for bringing together data, analytics, science, and technology to improve the lives of the world’s most vulnerable people.”
Having been personally chosen for his roles by the likes of Hillary Clinton, Bill Gates, and Barack Obama—who once kicked oﬀ a National Security Council meeting by singing “Happy Birthday” to Shah—it would be natural to assume these mentors would top the list of his heroes. But Shah considers his parents his greatest influence. “They worked exceptionally hard all the time,” he says. “They just wanted their kids to have great opportunities, and they had to sacrifice to make that happen.” Still, he easily lauds leaders and mentorsturned-friends whom he’s had the opportunity to work alongside. “I learned so much from each of them,” he says. “I learned from Hillary Clinton how to be tough and recognize that you sometimes just have to weather a storm in order to help others and achieve your goals.” After working closely with Bill Gates, Shah says he learned “how to envision the kind of world we want to invent, and make it happen through a hyper-focused, results-oriented approach.” And about former President Obama, he muses, “At the end of the day, you remember the elements of friendship. His ability, however, to be clear about why we did things—to set priorities, to take the long view, and to stay very calm and focused on data and science—is something I both respect and try to emulate.” END
1. Dr. Rajiv Shah visiting locals in Kenya during the Kibera Human Needs Project 2. Aboard Air Force One with Gayle Smith, President Barack Obama, and Ben Rhodes during a flight from Johannesburg to Cape Town, South Africa, in 2013
3. Walking through a village during his visit for the Kibera Human Needs Project
VISIONARY OF THE YEAR
Words by Allison Brunner
Dr. Gary K. Michelson revolutionized spinal surgery, won a landmark lawsuit worth $1.35B, and has spent the ensuing years improving the world through his ambitious family of foundations that promote education, animal welfare, and medical research
The Benevolent Catalyst Dr. Gary K. Michelson CSQ Q4 2018 / 19
DR. GARY K. MICHELSON Age 69 Hometown Philadelphia Family Married Residence Los Angeles Car Honda Civic Book The Book of Forgiving by Desmond Tutu and Mpho Andrea Tutu Education M.D., Board Certified in Orthopedic Surgery, Fellowship trained in Spinal Surgery
First job “Shoveling snow, washing cars, and mowing lawns as a boy.” Other Philanthropies Supported “Beyond our own foundations, my wife and I support a host of other foundations. Historically these have included many different programs at various universities, broad support of animal welfare and wildlife organizations, help to the homeless, prison
reform, public policy polling and education, among others.” Can’t Miss Events, Conferences, Summits “[Those] that are important to my wife and I would include the annual gathering of the members of the Giving Pledge, and the Forbes Philanthropy Summit. I have been a regular attendee at the CSQ events, which really have been great.” Mentors “I really did
not have any early on and perhaps that contributed to my walking my own unique path, as opposed to trying to follow in someone else’s footsteps. Later, and at exactly the right time, I was blessed to receive the guidance and friendship of Michael Milken. In addition to all of the good things that I could say about Michael, I like being around Michael because I don’t have to
Dr. Gary K. Michelson creates an indelible impression. Tall and sharply dressed in a dark suit, the former spinal surgeon, prolific inventor, and dedicated and dynamic philanthropist warmly welcomed CSQ into his Brentwood home recently for a lengthy afternoon conversation delving into his diverse and impactful projects. While his family is clearly the focus of his life, he continues to enthusiastically make a difference in the world for others. In 2014 Michelson and his wife, Alya, made a $50M gift to fund the Michelson Center for Convergent Bioscience at the University of Southern California. Michelson Hall, the largest building on USC’s University Park campus, standing at 190,000 sq. ft., opened in November 2017. But Michelson PHILANTHROPY, ART, & CULTURE
diseases and aging itself, for the purpose of rapidly developing effective vaccines for the prevention of cancer, heart disease, Alzheimer’s, others, and, yes, even aging. What makes this effort even more exceptional is that it will involve a number of philanthropists coming together in a large way to underwrite this.”
prefers to dwell on what’s happening inside its research labs. Indeed, he deals in the currency of grand ideas, an approach that has earned him more than 950 patents worldwide and made him wealthy (“the 0.01 of the 1%” by his estimation) after he prevailed in a lawsuit brought against him by Medtronic. He lives modestly, for a billionaire. After the historic $1.35B Medtronic settlement, he says he stayed in the same house, and drove the same car. “It was like the money didn’t really exist, like electrons, shifting from one place and going to a bank account somewhere else.” Not surprisingly, he prefers to invest in matters of his conscience rather than ornaments of material wealth. 2
waste any time trying to figure out who the smartest person in the room is.” Notable Upcoming Projects “I have been involved for the past two years in working with an outstanding Los Angeles university to create what would be the leading center in the world for deeply decoding the workings of the human immune system, which cuts across all human
Photo Credit: Feature image: OG Photography; Steve Cohn Photography; David Franco
MICHELSON 20MM FOUNDATION, MICHELSON FOUND ANIMALS FOUNDATION, MICHELSON MEDICAL RESEARCH FOUNDATION Years Founded 1995 / 2005 / 2010 Numbers of Members MFAF: 76 employees; more than 800 volunteers / 20MM: 6 employees Notable Past Projects “There have probably been about 40 or so projects funded via the Medical Research Foundation.” / MFAF: Michelson Prize and Grants, Saving Pets Challenge, Leap Venture Studio / “Michelson 20MM was a founding funder of Openstax, a publisher of free, high quality, and openly licensed textbooks intended to expand educational access and transform a broken higher education publishing industry. The current catalogue of 29 titles has now been adopted at 48% of postsecondary institutions in the U.S.” Notable Upcoming Events MFAF: annual gala and Leader in Animal Welfare Awards; annual policy forum / 20MM: “We are a founding partner of the inaugural cohort of the USC Rossier EdVentures program, a venture lab currently hosting 16 startups working on a wide range of problems spanning from early childhood to lifelong learning. Founders will be presenting their pitches to investors and partners at a culminating demo day at
USC on Feb. 8, 2019.” Notable Upcoming Projects MFAF: Leap Venture Studio, Program 2 / 20MM: “We are preparing to launch Cohort 3 of the Michelson Runway Edtech Accelerator where we have invested in and continue to support mission-aligned, seedstage startups with the potential to positively impact educational access, efficacy, and equity. The program, which was the first of its kind to focus on the higher education and future of work markets, will open applications for Cohort 3 in February 2019 to expand on its current 18 company portfolio.” Total Number of Grants Given “Michelson Research Foundation was founded with an initial gift from me for $100M. We have contributed additional funds. The largest grant to a single medical research organization was for $3M. Other than medical research that we are ourselves conducting, the largest recent grants were for $350,000 and the awarding of three Young Researchers Grants for $450,000. The $50M gift to USC to create the Convergent Bioscience Center was directly from Alya and me as we did not want to diminish the corpus of the Foundation.” / MFAF: “A total of 37 scientific projects have been funded by the Michelson Prize and Grants program and nearly $10M has been allocated to animal welfare groups.”
Since his youth, Michelson has been driven by a desire to solve problems and help the world. He doesn’t believe people change because of money. “You are who you are,” he says. “The people I know—and maybe I just know the right people—they’re giving it away. They’re very generous.” Michelson is a member of the Giving Pledge, affording him the opportunity to forge friendships with similarly minded philanthropists, including Bill Gates and Warren Buffett, who started the Pledge, along with Eli Broad, Michael Milken, Patrick Soon-Shiong, and several hundred others who are committed to contributing a majority of their wealth to charitable causes. Michelson, who turns 70 in January, is equally passionate and educated about the causes that demand his attention. Putting his money where his heart and mind converge, Michelson aims to solve an array of prominent problems, whether through Michelson 20MM (20 Million Minds) Foundation, Michelson Found Animals Foundation, Michelson Medical Research Foundation, and other philanthropic vehicles. “If you want to do something, just do it,” he advises. “Then people will get on board.” Self-Made Man
Born in Philadelphia, Michelson didn’t have much stability growing up; his father was abusive and the family was poor. Raised mainly by his mother and grandmother, Michelson has a vivid childhood memory of why he wanted to pursue medicine. His grandmother suffered from a painful spinal disease that also caused insensitivity to extreme temperatures in her hands and feet. One day while in the kitchen, she placed her hand directly into the flames of a burner
without realizing it until 7-year-old Michelson smelled and then saw the smoke rising from her seared skin and alerted her. “It will be ok,” she assured him. “You’ll become a doctor, and you’ll fix me.” After leaving home at 17, Michelson put himself through college, sometimes working two jobs to make ends meet. He earned his undergraduate degree from Temple University, then attended Hahnemann Medical College (now Drexel University). During his third year in medical school, Michelson refused to participate in a “dog lab” that required him to remove healthy organs from living dogs. Instead, with the prospect of expulsion hanging over his head, Michelson devised a method of surgery that saved a 10-year-old girl’s deformed leg from being amputated. The school subsequently withdrew its expulsion threat. After completing a fellowship in spinal surgery at St. Luke’s Medical Center, in a joint program of Texas Medical Center and Baylor University, Michelson moved to Los Angeles to begin his medical career, focusing on orthopedic surgery. It was the late-1970s and spinal surgery was largely confined to two basic procedures that had low success rates: spinal decompression and spinal fusion. Michelson was advised that pursuing his specialty of choice would lead to a lifetime of patients whose maladies could only be addressed with small successes. Undaunted, he forged ahead. Early on, his thoughts rested squarely on the needs of his patients rather than on quickly building his practice. “I was never in the position when I was younger to do much that was philanthropic other than treating patients,” Michelson explains almost apologetically. When he worked for others, there
1. At the grand opening of the USC Michelson Center for Convergent Bioscience 2. Speaking at the Michelson Found Animals Foundation (MFAF) Gala in 2015 3. Michelson and his wife, Alya, with LA County Board of Supervisors’ Hon. Mark Ridley-Thomas at USC 3 CSQ Q4 2018 / 19
Taking a Stand
The Michelson Medical Research Foundation, seeded with $100M, was launched to address some of the key medical issues consistently falling through the bureaucratic cracks of government, big pharma, and the National Institutes of Health (NIH). “It is true that big pharma spends money but they’re not driven by what would create the most good for the most people,” Michelson says. “Neither big pharmaceutical companies nor the government, for example, work to develop a vaccine against the parasitic worms because the only customers are poor people in sub-Saharan Africa who have
no means to pay for it.” Michelson spoke movingly about the plight of those afflicted by parasitic worms in his previous conversation with CSQ in 2013. More than 1 billion of the world’s population is afflicted by these parasites, and in 2015, Michelson received the Albert B. Sabin Humanitarian Award for being a primary underwriter of the Sabin Institute’s research program developing a vaccine against the worms. One issue that Michelson says is hampering the funding of breakthrough medical research by the NIH is reverse-ageism. “If you look at all the people who have won Nobel Prizes in the sciences related to medicine, they almost all had done their greatest work before 35,” Michelson says. “Empirical evidence says that the most brilliant, imaginative work is done earlier in life.” Michelson offers Einstein’s theory of relativity as an example: The physicist first developed it in his 20s. “The NIH has algorithms that inform their decisions on what gets funded. If you’re younger than 35, you’re not getting funded,” Michelson says, citing James Allison, who in 2018 won the Nobel Prize for his role in developing checkpoint inhibitors—one of the biggest breakthroughs in cancer treatment—as a brilliant researcher who couldn’t get NIH funding early in his career.
PHILANTHROPY, ART, & CULTURE
In determining priorities based solely on allowing brilliant minds to pursue innovative solutions, Michelson’s considerable hands, which he affectionately calls “lobster claws,” are not tied by such constraints. Nor is he bound to supporting only medical causes. Nourishing Minds, Saving Pets, Planting Trees
In 2008, Michelson came across a story about Santa Ana College where the main reason students who got a B or better average in the first year didn’t come back for the second year was because they couldn’t afford the books. He also read that the community college’s teachers agreed to reach into their own pockets, giving $500 each to help these students buy books and finish their studies. Michelson wrote a check for $50,000 to fully fund the project. “I didn’t feel good about it, in fact, I felt bad about it because I didn’t feel it was nearly enough. It was just a temporary fix for one of 112 community colleges in California,” Michelson recalls. To answer a larger need, he started the Michelson 20 Million Minds (20MM) nonprofit foundation. Its first initiative was to create a library of “super-high quality, open-license, freely downloadable, interactive college textbooks.” “Our goal is to make higher education in particular more affordable, accessible, and effective,” he says. The organization, whose mission is to catalyze innovation in education, has also developed a remedial education program for prisoners. “In California, prisons are the most expensive item next to education,” he says. The organization sees the education of the prison population as a proactive step for a healthier and more productive society. “You can teach at least one two things to anyone of at least average intelligence: pattern recognition and coding,” Michelson says. Autonomous cars use pattern recognition,
Photo Credit: OG Photography; National Inventors Hall of Fame; Seth Casteel
was always the question of which patients were and weren’t paying. When it was his practice, he specifically asked the office manager to not tell him either way. Over the next two decades, he developed new surgical procedures, implants, and instruments that revolutionized spinal surgery, making it far less invasive and much more effective. His procedures, developed for the most common spinal disorders as well as the most debilitating, have significantly improved patient comfort, recovery time, and results. By 2005, he was no longer practicing medicine, and the prospect of investing his time and wealth appealed to Michelson’s sense of greater good.
he explains, and there will always be jobs for people who can execute programming code. “This gives felons marketable skills and a way to make a living,” thereby reducing recidivism. Another underserved area that has captured Michelson’s attention is the pet population. During 2005’s Hurricane Katrina, Michelson watched reports of numerous people who were unable to reunite with their lost pets in the aftermath of the storm. “Cats and dogs were stranded on roofs and separated from owners,” recalls Michelson. “The painless insertion of a small microchip in an animal solves this problem.” Moved to action, he started the Michelson Found Animals Foundation, launching a free, nationwide lifelong microchip registration for pet owners. People can register for free; the foundation manages the site, and if a pet is found, the owner is notified via email, phone, and text. Found Animals is also researching single-dose sterility methods for animals to address the companion pet overpopulation problem. Michelson calls single-dose sterility the “holy grail” of animal control, a responsibility that has fallen on local municipalities since the end of World War II, when the concept of pet adoptions took hold in communities across the country. Michelson continues to branch out in his philanthropic pursuits, personally funding two major reforestation programs responsible for planting more than 7 million trees, including 3.5 million teak trees in Costa Rica. Making such a direct impact, no matter where in the world, appeals to Michelson. He recalls the wisdom of Peter Ueberroth, who made the 1984 Olympic Games notably profitable. “Peter said, ‘Sometimes you’re better off doing things in a for-profit structure with a charitable end.’” Rubbing Shoulders with Giants
Michelson says the Giving Pledge lets him learn from some of the world’s most successful and brilliant minds. He’s had deep conversations with impressive people, but none more so, he says, than Michael Milken. “Nobody walks away from meeting Mike Milken without having it affect you,” Michelson says. “He’s been so generous with his time. I could probably give you 10 rules that inform my giving decisions that I learned from Mike. And I’m not the only one.” For example: “‘Never fund something that will get funded anyway.’” You must have a specific set of far-reaching goals to enact transformative change. “The truly imaginative, out-of-thebox, disruptive research doesn’t get funded,” Michelson says. In partnership with some of the most advanced thinkers and charitable philanthropists in the world—including Arie BellCSQ Q4 2018 / 19
degrun, Eric Lefkofsky, Meyer Luskin, Mike Milken, Sean Parker, and others—Michelson has been working for two years to create the world’s first center dedicated to decoding the human immune system, which will be hosted at a Los Angeles university. “Nowhere in the entire world has anybody decided to ‘de-silo’ all of these brilliant people from all these specialties to come together to deeply decode the human immune system,” he says. “This center will truly create a field of dreams for everyone interested in vaccinology, immunology, and immunotherapy.” Immunotherapy is revolutionizing the treatment of cancer today, Michelson says.
Travis when asked about legacy, Michelson says, “‘It’s not what you take when you leave this world behind you, it’s what you leave3 behind when you go.’” END
Proud Family Man
Michelson’s enthusiasm is infectious, as is his pride in his family. At different times during the afternoon, he is joined by his wife, Alya, who is also actively involved in their philanthropies, his children, and his two rescue dogs, a pit bull, and a whippet. In terms of his legacy, Michelson looks to his brother, whom he calls “conspicuously brilliant,” for inspiration. “When he had his first daughter, he took everything—all of his diplomas and awards—down off the wall. I asked him why, and he said, ‘That’s not what I care about. I care about being a great father.’” While Michelson has a lot of cares on his own plate, he always has time for his brood. He’s proven that his character and motivations will not be swayed for any price. Invoking the words of country singer Randy
4. The Michelsons at the MFAF Gala in 2015 5. Being inducted into the National Inventors Hall of Fame in 2011 6. With Gilbreath and some of his MFAF family
VISIONARY OF THE YEAR
Words By Jason Dean
Laurie M. Tisch believes in leveling the playing field for all New Yorkers—and has granted more than $100M through her Laurie M. Tisch Illumination Fund to promote healthy food, arts, and mental health initiatives—oﬀering an example of enlightened giving that brings hope, wellness, and opportunity to residents of her beloved city
Perfecting the Art of Philanthropy Laurie M. Tisch CSQ Q4 2018 / 19
LAURIE M. TISCH
In the living room of her spacious Fifth Avenue apartment, Laurie M. Tisch is warm, engaged, and refreshingly down-to-earth. On the walls are colorful selections from her collection of American works of art: Edward Hopper, Milton Avery, Georgia O’Keeffe. An Alexander Calder mobile hangs above the coffee table. Tall windows offer a grand view of Central Park. Yet Tisch’s view goes far beyond that. While her family is known as long-standing patrons of New York City, the dynamic 67-year-old philanthropic leader has forged her own distinct path, through a passionate commitment to creating opportunities for all residents—embracing Manhattan, Queens, Staten Island, Brooklyn, the Bronx, and neighborhoods throughout New York, each with a diverse identity. Indeed, the Laurie M. Tisch Illumination Fund, which she launched in 2008, will close 2018 by eclipsing $100M in donations to causes dedicated to improving access for all New Yorkers. “It’s pretty simple, really,” says Tisch. “I asked myself, ‘Why should someone’s zip code or the circumstances of their birth dictate the quality of their life or their health?’ 74
PHILANTHROPY, ART, & CULTURE
I grew up without having to worry about the basics, but a lot of people in New York, and in so many other places, lack simple things like access to healthy food, a good education, and the arts.” But Tisch never wanted just to write a check. “I feel most connected to the causes I support when I’m on site, and involved in a hands-on way,” she explains. “Getting out there is key.” Indeed, through the Illumination Fund, Tisch has partnered with many city agencies—including the Department of Health, New York City’s Health and Hospitals, and the New York—and with these public-private partnerships she has helped advance important equity issues for the entire city. In honor of her tremendous impact, Tisch was presented in December with a key to the city by New York City Mayor Bill de Blasio and First Lady Chirlane McCray to recognize her considerable civic activities at a ceremony benefiting the Gracie Mansion Conservancy. It is her second such distinction; she received her first key after the New York Giants—which her family co-owns with the Mara family—won Super Bowl XLII in 2008.
Fulfilling the American Dream
Despite her deep family and philanthropic ties to New York City, Tisch was born in New Jersey and didn’t make Manhattan her home until she had already established herself out West. Her father, Preston Robert “Bob” Tisch, the son of Russian immigrants, was born in the Bensonhurst section of Brooklyn. Bob and his older brother, Larry, began investing in hotel properties together in New Jersey and New York in the late 1940s. By 1959, their hotel venture had become an empire, and the brothers purchased Loews Corporation, one of the largest movie theater chains at the time, which they transformed into a major international holding company. Bob met his future wife, Joan Hyman, while both were students at the University of Michigan. They married and started a family in Margate, New Jersey. The family, including Tisch’s older brother, Steven, and younger brother, Jonathan, relocated to Miami and then Westchester, an hour north of New York City. Bob and Joan had their individual and collective ways of giving back. The City of New York benefited on many fronts from the couple’s significant financial support
Photo Credit: David Hechler; Scott Rudd; Courtesy of Laurie M. Tisch; Susan Cook
Age 67 Hometown NYC Residence NYC Family Daughters, Carolyn Tisch Blodgett and Emily Tisch Sussman, and four grandchildren under 3 years old On My Wrist “Liz Swig charm bracelet. Seven contemporary female American artists designed the charms, which are tiny works of art themselves.” In My Garage “My father’s 1991 Mercedes. My mother, Joan, bought it for my father for his 65th birthday and I bought it from her for my 65th birthday!” Favorite Book “I read a lot of books, and it’s hard to pick a favorite, but right now my favorite novel is Lucky Boy by Shanthi Sekaran.” Education University of Michigan, BA in education First Job Two summers at Blythedale Children’s Hospital during high school Favorite place to have business over a drink “That’s not really my thing, but I like to meet people at Untitled at the Whitney, or of course, the Regency—
it’s a family tradition, after all.” Other Philanthropies Supported Children’s Museum of Manhattan (founding board chair), Lincoln Center (vice chair), Whitney Museum of American Art (board member and former vice chair), Aspen Institute (board member), and many other programs through the Arts in Health initiatives and the Healthy Food and Community Change initiative. Can’t Miss Events, Conferences, Summits Children’s Museum of Manhattan Gala, Whitney Gala, many Lincoln Center events, Aspen Ideas Festival, and Aspen Health Mentors “Preston Robert Tisch and Joan Tisch, my parents, and my whole family. Their public service is inspiring. I have also been inspired by friends, like Aggie Gund, who does so much for others in so many ways.” Notable Upcoming Projects “The new Children’s Museum building is in process, and I am co-chair of the campaign committee, and I am also involved in a few projects with Lincoln Center.”
LAURIE M. TISCH ILLUMINATION FUND Year Founded: 2007 Number of Staff: 3 “We have three staff members: Rick Luftglass, executive director; Michelle Bae, program officer; and Emelyn Arias, office and grants manager.” Notable Past Projects: Healthy Food and Community Change Initiative, a five-year, $15M initiative to increase access to healthy food, create jobs, help level the playing field, and improve health outcomes in communities throughout New York City. Funded and funds diverse organizations that address disparities in access to healthy food, including a public-private partnership with the City of New York for the Green Carts program, a food and job-creating program that took more than 300 new fruit and vegetable vendors to parts of the city lacking in food resources. Also funded an urban farms program, Farms at NYCHA, a workforce
training and leadership development program that created five urban farms at public housing programs in New York City. “Notably, 96% of the people who graduated from the program were employed within the first three months.” Notable Upcoming Projects: “In 2018, we launched our Arts in Health initiative, which supports organizations working at the intersection of arts and healthcare. Our focus this year is in three areas: mental health stigma, trauma, and aging-related diseases. We have been convening our grantees and partners to share knowledge and discuss ideas and collaborative opportunities. It has been amazing! There are also several other partnerships in the works, but we’re not quite ready to announce them yet.” Total Number of Grants given: “I am not sure of the number of grants, but we have given around $100 million since we started the foundation.”
1. Tisch spends hands-on time at the Children’s Museum of Manhattan, where she is a founding board chair 2. Speaking at New Settlement Community Center to kick off the Laurie M. Tisch Illumination Fund’s Communities for Healthy Food initiative 3. Touring students at The Center for Arts Education, where she serves on the board 4. With New Jersey Sen. Cory Booker at the launch of the Healthy Food & Community Change initiative and inauguration of the Laurie M. Tisch Center for Food, Education & Policy at Teachers College at Columbia University
of universities, medical institutions, museums, and individual communities in the city and beyond. Joan was an early supporter of AIDS awareness and active in the Gay Men’s Health Crisis organization. Bob’s final charitable civic gesture before his death in 2005 was the completion of 43 public high school sports fields in neighborhoods that were in dire need of facility improvements or previously had no field at all. Tisch came of age in the early 1970s, graduating from the University of Michigan with a degree in education. As a passionate vessel of activism looking for direction, she was strongly opposed to the Vietnam War, but wanted to do something more impactful (and less demonstrative) than marching in the streets. She applied to Volunteers in Service to America (VISTA), essentially a domestic version of the Peace Corps. “I was accepted into a program in the Southwest because I spoke Spanish,” Tisch recalls. “I decided to put it off for a year to be a ski bum, which is kind of strange because I had only been skiing about five times,” she says with a laugh. From Park City to Central Park
Tisch went to Park City, Utah, long before Robert Redford put the city on the map with the Sundance Film Festival. Back then, Park City was just a sleepy little ski village. She jokes that the town was so nondescript, her parents weren’t quite sure whether she was in Idaho, Wyoming, or Utah—just that she was “out West somewhere.” She ended up staying in Utah for four years, teaching Spanish. While still in her mid-20s, Tisch was asked to sit on the founding board of Park City’s Kimball Art Center. Thus began a gradual but steady immersion into the world of fine art. “My mother had some art, but we didn’t really talk about it,” says Tisch, whose mixed feelings about collecting are rooted in a distaste for pretension. “I think of it as stuff. Beautiful, wonderful, but just stuff,” she says of the works she has collected over the ensuing decades. Manhattan beckoned, and Tisch returned East, spending a couple of summers doing public relations at Loews. She excelled, but didn’t see the family business as her calling. Besides, with two brothers and four male cousins locking in their own career aspirations, the field was crowded. Finding Artful Purpose
2 CSQ Q4 2018 / 19
Having returned to her roots, she was at a crossroads. “I got married, had a baby within the year, and I didn’t know what to do,” Tisch recalls. “I was having lunch with some peers of my parents, and they suggested the League of Women Voters.” Nails on a chalkboard would have gotten a better reaction. “I said, ‘What else have you got?’”
One told Tisch about a small institution where her daughter, who had cognitive problems, was working. It was called Manhattan Laboratory. Founded by Bette Korman, it would eventually become Children’s Museum of Manhattan. During the 1970s, when arts programs were being dropped from public schools due to budgetary constraints, Korman would deliver shopping bags full of supplies for arts activities. Her good deeds did not go unnoticed, and she got her first grant from the Rockefeller Brothers Fund, which allowed her to open the museum. Tisch was drawn to her energy and her ability to create opportunity from adversity. “I thought she was so cool. I had never met anyone like her,” says Tisch, who began making suggestions and sharing ideas to help shape Korman’s vision. With plenty of friends with young children and the means to help grow interest, Tisch made connections and things moved forward quickly. More than three decades later, Tisch takes her grandchildren to the Children’s Museum every week. Soon, the museum will have a new home that will nearly double its size to 70,000 square feet. In January 2018, the museum announced it had acquired the former First Church of Christ, Scientist building at 96th Street and Central Park West. A target date of 2021 is set for the move. A Beacon for Opportunity
In 2007, Tisch wanted to established a fund through which she could improve access and opportunity for all New Yorkers. Her mission: to support innovative approaches to education, immersion in the arts, healthy 75
food options, and initiatives that championed social justice. She liked the idea of illumination, shining light on important issues, but was hesitant to attach her name to it. Her daughter Emily persuaded her to go with the Laurie M. Tisch Illumination Fund. “She said, ‘Mom, you’ve fought so hard for your identity. Why would you give it up now?’” Tisch recalls. One of the early and enduring success stories has been the Green Cart Initiative. Seeded in spring 2008, the Green Carts are a public/private partnership between the Illumination Fund and the City of New York to improve health outcomes and provide job opportunities by bringing fresh fruits and vegetables to communities that previously had limited or nonexistent neighborhood options. Not only have the carts helped fill the gaps in so called “food deserts,” they have created hundreds of jobs and even influenced other neighborhood stores to carry more fresh produce. Tisch calls Green Carts “an exciting entrepreneurial model” that provides a valuable service to families. While many nonprofit foundations are launched in the name of a f lagship cause, the Laurie M. Tisch Illumination Fund has never held one specific goal as its mission. In the beginning, Tisch says, “It was a little bit frustrating and confusing that I didn’t have a single focus. The more I talked to Melissa Berman [at Rockefeller Philanthropy Advisors] and the staff I had at the time, I realized that the glue that held it all together was social justice.” In other words, working toward a level playing field for all was core to Tisch’s philanthropic philosophy. In July 2018, the Illumination Fund announced a new $10M Arts in Health initiative focused on mental illness stigma, trauma, and aging-related diseases. Tisch was moved to take up these health issues after 76
PHILANTHROPY, ART, & CULTURE
witnessing her mother’s battle with dementia near the end of her life. Tisch recalls organizing a 90th birthday party, featuring a Sinatra impersonator. for her mother, who was a huge Frank Sinatra fan. The entire extended family attended, and her mother had the time of her life, singing along with many of the songs. The next day, she had no recollection of the party. Astounded that such heartwarming events from just a few hours before could vanish into the ether, Tisch was once again moved to action. The Laurie M. Tisch Illumination Fund is currently underwriting a research study to understand more thoroughly how music—in all its forms, genres, and implementations— can affect the brain. “I’ve wanted to do something—I didn’t know what—about how the arts are used in mental health, aging, and dementia,” she says, noting that the cause is also connected to her social justice platform, as the outcomes could help improve services for seniors, veterans, and many others, whatever their socioeconomic circumstances. When Joan Tisch passed away in Novem-4 ber 2017, Laurie and her two brothers decided to sell the prestigious Joan and Preston Robert Tisch Collection, one of the finest representations of modern American masters. Sold at auction by Christie’s New York in May 2018, the lot featured works by Picasso, de Kooning, Giacometti, Miró, Léger, and raised more than $66M for Tisch family foundations, further expanding opportunities for the Illumination Fund to make an impact—with a ripple effect. Lighting the Way
Now entering a second decade of leading her eponymous Illumination Fund, name recognition remains a remote concern for
4. Emily Tisch-Sussman, the late Joan Tisch, Carolyn Tisch Blodgett, and Laurie Tisch at Carolyn’s wedding 5. With her father, Preston Robert Tisch, in 2005, at the last of 43 New York City public high school athletic fields renovated through Take the Field, a public-private partnership led by Mr. Tisch 6. Members of Gibney’s Survivor Leaders performance group at the Illumination Fund’s convening of The Role of the Arts in Addressing Trauma at Hostos Community College in the Bronx 7. Michelle Bae, Rick Luftglass, Tisch, Emelyn Arias meet at the Illumination Fund headquarters
Tisch. She is co-chair of the Board of Trustees at the Whitney Museum of American Art and founded the Laurie M. Tisch Education Center at the Whitney, the facility’s first dedicated space for education. She is also vice chair of the Board of Trustees at Lincoln Center for the Performing Arts and a trustee of the Aspen Institute, while remaining co-owner and member of the Board of Directors for the New York Giants. While she treasures her family history, Tisch has forged an independent identity and has set her own giving priorities. “I have my own thing, the foundation, and I run it as a business,” she says. “Hopefully I’ve done good, lasting work with the great privilege that I’ve had.” END
Photo Credit: Courtesy of Laurie M. Tisch; Scott Rudd; Evan Sung
Health Through the Arts A new initiative from the Laurie M. Tisch Illumination Fund is helping to fill in gaps in healing
Why should people’s income and zip code determine their access to the arts and to programs that can improve their lives? If music can spark memory in those with dementia, and dance can help people with Parkinson’s disease, why not make those tools available to patients and caregivers? If engagement in the arts can help heal veterans with PTSD and survivors of domestic violence and other trauma as well as foster healthier, more vibrant communities, how can we make it easier to participate? These are questions that resounded for Laurie M. Tisch when she launched the Laurie M. Tisch Illumination Fund Arts in Health Initiative.
In April 2018, the Laurie M. Tisch Illumination Fund launched a $10-million-dollar, multi-year initiative to support organizations working on health issues that impact New York communities and utilize the arts as a tool for healing and for building understanding, with a special emphasis on improving access and overcoming disparities. Indeed, a recent Harris Poll revealed that Americans overwhelmingly believe the arts are important tools in health: 81% of American surveyed believe that the arts can overcome mental health stigma; 82% of Americans surveyed believe that the arts can benefit people with age-related diseases such as Alzheimer’s, Parkinson’s, and dementias; 87% of Americans surveyed believe that the arts can help people overcome a traumatic event. The intiative highlights the value of multiple artistic disciplines, including visual art, dance, music, theater, and film, and focuses on three main issues: mental health stigma, trauma, and aging-related diseases. Grantee partners in 2018 included:
CSQ Q4 2018 / 19
The Role of the Arts in Addressing Mental Health stigma:
The Changing Minds Young Filmmakers Competition, a program of Community Access, is an online film submission competition that uses film as a medium to combat mental health stigma among youth; The New York City Mural Arts Project, a program of the NYC Department of Health and Mental Hygiene with the Fund for Public Health, uses large-scale community mural-making to spark dialogue about mental health in communities and to challenge stereotypes and stigma; Fountain House Gallery, a program of Fountain House, provides an environment for artists living and working with mental illness to pursue their creative visions and to challenge the stigma that surrounds mental illness. The Role of the Arts in Addressing Trauma:
The Art Therapy Project is the only non-profit in New York dedicated solely to providing guided art therapy to survivors of trauma of every age, using the creative process to those seeking hope and support;
Gibney Community Action uses dance and movement workshops as a vehicle to help survivors of domestic violence and sexual abuse. The Role of the Arts in Aging-Related Diseases:
The Creative Center at University Settlement uses arts participation to promote creative aging and as an outlet for patients and survivors of cancer and other serious diseases; Dance for PD (the Mark Morris Dance Group) provides dance and movement workshops for people with Parkinson’s Disease; Art and Minds creates museum-based workshops for people with Alzheimer’s and other dementias, along with their caregivers The Louis Armstrong Center for Music & Medicine / Friedman Brain Institute at Mount Sinai is conducting a neuroscience-based multisite investigation of the benefits of music therapy for patients with Alzheimer’s disease or other forms of dementia.
PRESENTING CSQ’S 2018 PHILANTHROPY 100—OUR 6TH ANNUAL LIST FEATURES 100 CHARITIES, FOUNDATIONS, AND PHILANTHROPIES FROM ACROSS THE GREATER LOS ANGELES AND, FOR THE FIRST TIME, NEW YORK, REGIONS
At CSQ, philanthropy is a vital part of our network and community, as well as crucially needed in our current societal, environmental, and political climate. When the world seems to be in a constant state of disarray and chaos, glimpses of light can be found in the immeasurable work that philanthropic organizations do to create a better tomorrow. Our Visionaries across all industries, elevated leaders of wealth and powerful impact, are on the forefront of philanthropic endeavors, lending insight and significant donations to causes and organizations closest to their hearts in order to heal the world and humanity. Philanthropy itself has a way of bringing together those who may not always see eye-to-eye, because its value means more than any difference of opinions. Since its inception in 2013, the Philanthropy 100 has been an imperative part of our platform, elevating deserving charities, foundations, and philanthropies, however big or small, new or old, for all the needed and hard work they do make the world shine a little brighter and people smile a little more often. Beginning this year, in conjunction with our expansion to New York, organizations in the United States’ largest markets are featured and recognized, to spotlight those striving for good across the continent and the world. With our expansion comes open arms, and we are honored to formally introduce the 2018 Philanthropy 100.
Six Time PHIL 100 Honoree
Arts, Culture, Humanities
Featured Elsewhere In This Issue
Research and Public Policy
Charity Navigator 4 Star Rating
ACCION EAST New York
AMERICAN RED CROSS Los Angeles
For more than 50 years, Accion has helped tens of millions of people through its financial inclusion work with more than 90 partners in 40 countries. accion.org
ALZHEIMER’S LOS ANGELES Los Angeles For nearly 40 years, we have been providing free programs and support to individuals and families living with Alzheimer’s and other dementias. Until there’s a cure, Alzheimer’s Los Angeles, will provide the care. alzheimersLA.org PHIL FACT
Last spring, local volunteers helped prevent needless tragedies in local vulnerable communities by installing nearly 4,000 smoke alarms during a four-week Sound the Alarm, Save a Life event. LEADERSHIP Jarrett Barrios, CEO; Scott J. Olmsted, Chair, Board of Directors MISSION The American Red Cross prevents and alleviates human suffering in the face of emergencies by mobilizing the power of volunteers and the generosity of donors. FOUNDED $2.7B ‘17 REVENUE 1916 CONTACT Kate Smith – kate. email@example.com redcross.org
MD and Carolyn Halpin-Healy, Co-Founders MISSION Arts & Minds is a nonprofit organization committed to improving quality of life for people with Alzheimer’s disease or other dementias and their caregivers. We partner with museums to create positive emotional and cognitive experiences, enhance communication and reduce isolation through meaningful engagement with art. FOUNDED 2010 CONTACT Carolyn Halpin-Healy, Executive Director, firstname.lastname@example.org artsandminds.org
AVIVA FAMILY & CHILDREN’S SERVICES Los Angeles As one of only 12 agencies in Los Angeles County to receive the Human Rights Campaign Seal of Recognition, Aviva proudly supports and serves LGBTQ youth and families. avivacenter.org PHIL FACT
BLIND CHILDREN’S CENTER LOS ANGELES We began in a private home in 1938. Now in our 80th year, we serve 80 students and families each year from across Los Angeles County. blindchildrenscenter.org PHIL FACT
ASSOCIATION TO BENEFIT CHILDREN New York ABC’s early childhood programs are rated in the top 5% of all early childhood programs in New York City. a-b-c.org PHIL FACT
AMERICAN CIVIL LIBERTIES UNION New York For almost a century, the ACLU has been determined to protect the civil rights and liberties that each individual of the United States is guaranteed under the Constitution and law. aclu.org PHIL FACT
AMNESTY INTERNATIONAL USA New York Amnesty International USA is just one of the country’s sections that make up Amnesty International worldwide, which works together across the United States and abroad to tackle human rights’ most pressing issues. amnestyusa.org PHIL FACT
ARTS & MINDS New York Physician-led and art-focused, Arts & Minds serves people with dementia in New York City and provides training to the Smithsonian and other museums. LEADERSHIP James M. Noble, PHIL FACT
PHIL 100 SPOTLIGHT GRETCHEN BUCHENHOLZ Executive Director, Association to Benefit Children
“This work found me when I least expected it. I was an accidental witness to human atrocities -- terrified children who were hopeless, hungry, and homeless. Their knuckle marks were left on the door that separated them from the oﬃcials who were systematically warehousing them in dangerous, squalid hotels and barrack shelters. I called the New York Times, which sent a reporter; the Red Cross, which sent disaster workers supplies; and the First Deputy Commissioner. In a few moments that day I learned that child poverty is a very complex yet eerily simple issue. Every one of us can make an enormous diﬀerence. The common will can make all the diﬀerence.”
our leadership and character-building programs come to life. These outdoor learning laboratories are where youth practice skills, explore career opportunities, identify lifelong hobbies, build confidence, and learn peer-leadership skills that have a lifelong impact on their character development, ethics, and values. BOY SCOUTS OF AMERICA GREATER LA AREA COUNCIL Los Angeles Boy Scouts of America is excited to announce that our Cub Scout program is now open to boys and girls, and in February 2019, girls are also welcome to participate in Scouts (formerly Boy Scouts) program for older youth. By welcoming both girls and boys into the program, even more youth will have access to the character development and values-based leadership that Scouting promises. LEADERSHIP Jeff Hunt, Scout Executive and CEO; Kelli Nakayama, Director of Strategic Initiatives MISSION The mission of the Greater Los Angeles Area Council, Boy Scouts of America is 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. GLAAC provides programs that build character and instill the values of citizenship, compassion, cooperation, courage, health and fitness, honesty, perseverance, positive attitude, resourcefulness, respect, and responsibility. FOUNDED 1915 ‘17 REVENUE $21.9M PHIL FACT
NEWS AND HIGHLIGHTS
Located in one of the largest, most diverse communities in the nation with a rich tradition in Scouting, the Greater Los Angeles Area Council served over 37,000 youth and engaged 10,000 local volunteers. More than 27,000 youth attended our camps where
Tim Greenleaf, Board Chair Steve Craig, Council Commissioner Tom McDonald, Board VP of Development CONTACT Kelli Nakayama, email@example.com glaacbsa.org
BRAIN & BEHAVIOR RESEARCH FOUNDATION New York 100% of all contributions are invested in the foundation’s grants to world-renowned scientists to fund their cutting-edge research in brain and behavior. bbrfoundation.org PHIL FACT
BREAST CANCER RESEARCH FOUNDATION New York BCRF is funding nearly 300 physicians across 14 countries and six continents for the past 25 years, making it the top-rated breast cancer organization in the US. bcrf.org PHIL FACT
BOYS & GIRLS CLUBS OF METRO LOS ANGELES Los Angeles Boys & Girls Clubs of LA grows out of our desire to expand our youth services, improve existing programs, streamline funding, and meet the evolving needs of our community. LEADERSHIP Calvin Lyons, CEO and President; Karen E. Pointer, Esq., Chair, Board of Directors MISSION To enable all young people, especially those who need us most, to reach their full potential as productive, caring, responsible citizens. FOUNDED 2015 ‘17 REVENUE $4.7M CONTACT Kimberly Washington, Kimberly.Washington@bgcmla. org bgcmla.org PHIL FACT
BUILD New York BUILD was founded to help low-income entrepreneurs realize their dreams and since its inception in 1999 has incubated more than 750 youth businesses. build.org PHIL FACT
CENTRAL PARK CONSERVANCY New York The Central Park Conservancy is the only nonprofit that raises the park’s annual budget of $80M and is responsible for keeping the park beautiful year-round. centralparknyc.org PHIL FACT
CASA PACIFICA Camarillo, CA Casa Pacifica is the largest nonprofit provider of children’s mental health services in Ventura and Santa Barbara Counties. casapacifica.org PHIL FACT
CHASE FOUNDATION Calabasas, CA The organization supports the Child Life programs at UCLA Mattel Children’s Hospital and Providence Tarzana Hospital. LEADERSHIP Robin Richards, President; Susan Richards, Treasurer MISSION The Chase Foundation was founded in memory of Chase Richards by his loving family after he passed away at 2 years old when cancer relentlessly took his life. All children deserve and need the chance to be kids. Child Life Specialists help hospitalized children realize their chance to be kids by providing for their social, emotional, and development needs, helping them cope, and improving their outcomes. FOUNDED 1992 ‘17 REVENUE $384,000 CONTACT Jay Marks, firstname.lastname@example.org chasefoundation.com PHIL FACT
Glorya Kaufman Presents Dance at The Music Center / Alvin Ailey® American Dance Theater
The Music Center’s Dance Downtown
One of the nation’s largest performing arts centers and a cultural anchor in Los Angeles County, The Music Center convenes artists, communities and ideas to deepen the cultural lives of all. With compelling, relevant programs that serve the breadth and depth of Los Angeles, The Music Center is both the home and the force behind some of the greatest creative expression today. Welcome to The Music Center. musiccenter.org Top photo: Alvin Ailey American Dance Theater’s Jacquelin Harris. Photo by Andrew Eccles.
Sleepless: The Music Center After Hours
Illustrations by Down The Street Designs
Meet The Music Center of the 21st Century
CHESS-IN-THE-SCHOOLS New York
CITYMEALS-ON-WHEELS New York
America’s original chess-education organization, Chess-in-the-Schools helps youths develop critical thinking skills in 48 schools in New York City, teaching more than 500,000 students. chessintheschools.org
Citymeals-On-Wheels delivers to all five boroughs to 18,000 homebound elders, providing more than 2 million meals and a lifeline of nourishment. citymeals.org
ENCORE.ORG New York
CREATIVE COMMUNITY FOR PEACE Los Angeles
Encore.org is the national innovative hub that believes people over 50 are a force for good and constitute an important “renewable resource” for productivity. encore.org PHIL FACT
Since 2012, CCFP has engaged more than 1,000 artists to build cultural bridges and advance the arts as a means to peace. creativecommunityforpeace.com PHIL FACT
PHIL 100 SPOTLIGHT CHILDREN’S BUREAU Los Angeles
CITY HARVEST New York
For every $1 spent on prevention, $4 to $9 is saved in future public spending. Children’s Bureau is one of the largest investors in child abuse prevention in the country. The benefits from investing in young children are too great to ignore. all4kids.org
CHILDREN’S HOSPITAL LOS ANGELES Los Angeles Provides more than 350 pediatric specialty programs and $232.6M in community benefits annually to children and their families. chla.org PHIL FACT
City Harvest is NYC’s largest food rescue organization, helping feed 1 million New Yorkers who struggle to obtain food, through the salvation of over 61 million pounds of food to deliver it free-of-charge. cityharvest.org
CITY OF HOPE Los Angeles Named one of the “Best Hospitals” for cancer treatment for the past 10 years by U.S. News & World Report, City of Hope has successfully performed more than 14,000 bone marrow and stem cell transplants. cityofhope.org PHIL FACT
JONATHAN LIPTON Director of Strategic Partnerships & Operations, Creative Community for Peace (CCFP)
“Since its inception, CCFP has reached more than a thousand artists and their representatives, and entertainment industry executives throughout the United State and Europe. Through our high-level advisory board, we carry the message that music and the arts have the ability to bring people together and can help unify rather than divide. I’ve spent my career dedicated to leaving the world better than how I came into it. For me, the work of CCFP allows me to fulfill that goal—by connecting people who otherwise may not meet or engage in dialogue. As a result of our work at CCFP, we have the ability to help lower tensions and even help lay the foundations for peacebuilding.”
DONORSCHOOSE.ORG New York DonorsChoose.org makes it easy for anyone to help public school classrooms nationwide. Donors give to projects from teachers requesting resources their students need most. donorschoose.org PHIL FACT
CHILDREN’S MUSEUM OF MANHATTAN New York The Children’s Museum of Manhattan’s annual gala this year, co-hosted by Halley K. Harrisburg and Laurie M. Tisch, raised $1.5M for programs for the museum and across the city. cmom.org PHIL FACT
CONCORDIA New York A nonprofit, nonpartisan organization dedicated to actively fostering, elevating, and sustaining public-private sector partnerships for social impact. concordia.net PHIL FACT
ENVIRONMENTAL DEFENSE FUND New York The EDF has worked tirelessly to help nature and humanity prosper by stabilizing the climate, feeding the world, and protecting the health of every person. edf.org PHIL FACT
phi•lan•thro•py /fә’lanTHrәpē/ noun
the desire to promote the welfare of others, expressed especially by the generous donation of money to good causes.
EVERYCHILD FOUNDATION Pacific Palisades, CA More than 200 LA women annually contribute $6,000 each and together select a $1M grant to one local, innovative, replicable project to ease to children’s suffering. No galas. everychildfoundation.org PHIL FACT
EVOLVE ENTERTAINMENT FUND Los Angeles Through education, internships and mentorship, Mayor Garcetti’s EVOLVE program bridges the opportunity gap for young, underrepresented Angelenos pursuing entertainment careers. EVOLVE is a part of the Mayor’s Fund for Los Angeles. lamayor.org PHIL FACT
FOUNTAIN HOUSE & FOUNTAIN HOUSE GALLERY New York Since 1948, more than 55,000 innovative philanthropists have invested in Fountain House’s evidence-based mental illness recovery model that has served hundreds of thousands of people in NYC and in more than 36 countries. fountainhouse.org PHIL FACT
FREE ARTS Los Angeles Free Arts uses creativity and artistic expression to help more than 22,000 children across LA to once again believe in hope, resilience, and self-esteem after enduring abuse, neglect, poverty, and homelessness. freearts.org PHIL FACT
FOOD BANK FOR NYC New York
FREEFROM Los Angeles
For the Food Bank For NYC, hunger is solvable and through the warehousing and delivering of 1.2 billion meals to over 1.5 million hungry New Yorkers every year, they plan to help solve it. foodbanknyc.org
FreeFrom is on a mission to create pathways to financial security and longterm safety for survivors of domestic violence. freefrom.org
GAY MEN’S HEALTH CRISIS New York FORD FOUNDATION New York The Ford Foundation has helped institutes like Human Rights Watch, the Public Broadcasting Service, and South Africa’s Legal Resource center while also assisting in challenging inequality across the globe. fordfoundation.org PHIL FACT
The AIDS Walk New York, which benefits GMHC and other AIDS service organizations, is the world’s largest single-day AIDS fundraising event. gmhc.org PHIL FACT
GIRLS INC New York
GROW GOOD Los Angeles
Girls Inc. focuses on developing strong, bold, and smart girls through mentorship, a pro-girl environment, and research-based programming in hopes that girls of all ages will value themselves. girlsinc.org
GOLDHIRSH FOUNDATION Los Angeles
HAMMER MUSEUM Los Angeles
The Goldhirsh Foundation primarily conducts its grantmaking via the My LA2050 Grants Challenge, a crowdsourced grants competition that asks applicants to help make LA the best place to live, learn, connect, and create by 2050. goldhirshfoundation.org
GOODWILL SOUTHERN CALIFORNIA Los Angeles Ninety-five cents of every budget dollar directly funds Goodwill Southern California’s programs and services that transform lives through the power of work. goodwillsocal.org PHIL FACT
GREEN CITY FORCE Brooklyn, NY Green City Force centers on the engagement of youths from low-income communities in environmental services, earning the recognition of Most Innovative Nonprofit in 2013 from former New York City Mayor Michael Bloomberg. greencityforce.org PHIL FACT
Grow Good partnered with The Salvation Army in 2011 to help transform and maintain a parcel of land to serve as an urban farm for The Bell Shelter, one of the largest homeless shelters in the US. grow-good.org
The Hammer Museum has been a free-admission museum for five years, welcoming more than 1 million visitors to its galleries. hammer.ucla.edu
HENRY STREET SETTLEMENT New York Henry Street Settlement is celebrating 125 years of opportunities to more than 50,000 New York residents, especially Lower East Side individuals, through social services, art, and healthcare programs. henrystreet.org PHIL FACT
HIRSHBERG FOUNDATION FOR PANCREATIC CANCER RESEARCH Los Angeles The Hirshberg Foundation continues to fund groundbreaking scientific research, provide patient education and support, and empower patients and families whose lives are touched by pancreatic cancer. pancreatic.org PHIL FACT
YOUNG INNOVATORS COME SOME JUST NEED AN OPEN DOOR.
Be a leader in providing underserved youth with resources and unique access to the LA tech industry. Join Rob Lloyd, JA Alum and CEO of as a JASoCal Angel Fund founding member.
OF STUDENTS WE SERVE IN LA COUNTY ARE FROM UNDERREPRESENTED COMMUNITIES
1 in 5
JA ALUMNI END UP IN THE SAME CAREER FIELD AS THEIR JA VOLUNTEER
Our initiative provides early exposure to STEM careers; a vital step towards closing the industry-wide diversity gap. Contact Holly Huntley at email@example.com
www.jasocal.org Junior Achievement of SoCal is a 501(c)3 organization teaching Entrepreneurship, Financial Literacy, and Work-Readiness to 70,000 K-12 students throughout SoCal.
IMAGINE LA Los Angeles
JOVENES Los Angeles
LA84 FOUNDATION Los Angeles
We mobilize the community to end the cycle of family homelessness, neglect, and chronic poverty. imaginela.org
Located in Boyle Heights and serving communities throughout Southeast LA County, Jovenes helps youth, from ages 18-25 end their cycle of homelessness. jovenesinc.org
JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA Los Angeles
LA CLIPPERS FOUNDATION Los Angeles
ICM FOUNDATION Los Angeles Chairwoman: Hildy Gottlieb, Talent Partner MISSION To provide guidance, peoplepower, and financial resources to arts and social service programs for the betterment of the lives of those in need in the communities where ICM employees live and work. FOUNDED 2013 LEADERSHIP
INHERSHOES Cerritos, CA InHerShoes is dedicated to reaching five cities in the next five years across the country to catalyze courage in women to live and create courageously. inhershoesmvmt.org PHIL FACT
NEWS AND HIGHLIGHTS
-The ICM Community Partners Foundation allows employees to partner with and volunteer at organizations in Los Angeles and New York dedicated to social, environmental, and education-based improvement. ICM’s philanthropic opportunities also engage its clients. This summer, grant partner Harlem Grown and client Alejandra Ramos, a food and lifestyle expert, joined forces to teach youth living in the Harlem area how to prepare healthy, homecooked meals. -ICM’s annual Day of Service brought together its employees and grant partners for a community-building morning of volunteering across both cities. This year, approximately 450 ICM employees serviced 19 different organizations ranging from animal welfare and beach clean-up organizations to women’s centers. CONTACT
INSTITUTE OF NEURO INNOVATION FOUNDATION Santa Monica, CA INI's mission is to improve the lives of those suffering from neurological disorders through the advancement of research, innovation, and education. inifoundation.org PHIL FACT
INTERNATIONAL MEDICAL CORPS Los Angeles IMC reached 8 million people with lifesaving services last year alone, including vaccinating 1.8 million children, delivering 55,000 babies, and training 106,000 health workers around the world. internationalmedicalcorps.org PHIL FACT
JASoCal serves 70,000 students each year at more than 350 partner schools. More than 70% of students served in LA County are from low-to-moderate income households. LEADERSHIP Les McCabe, President & CEO; Katiuska Delgado-Kirkwood, Senior Vice President MISSION To inspire and prepare local youth to succeed in a global economy through community partnerships with business leaders, schools, and volunteers. “We are the leaders in financial literacy, entrepreneurship, and work-readiness curriculum, helping young people make smart financial decisions, driving our next generation of entrepreneurs, and upscaling our future workforce. “ FOUNDED 1954 ‘17 REVENUE $3.4M CONTACT Holly Huntley-Krieger, Development Manager, firstname.lastname@example.org jasocal.org PHIL FACT
The LA84 Foundation has impacted more than 3.9 million youth, funded 3,300 non-profits, trained 193,000 coaches, and operates a sports resource center. #PlayForAll la84.org
The L.A. Clippers Foundation works to inspire children through the game of basketball and utilize its unique position to provide resources and opportunities that make a positive difference toward leveling the playing field for youth in Southern California, with a focus on solving major problems facing the SoCal community. clippers.com/foundation PHIL FACT
LAURIE M. TISCH ILLUMINATION FUND New York The Laurie M. Tisch Illumination Fund has donated more than $100M to initiatives helping New Yorkers gain access to the arts, healthy food, and opportunities since its launch in 2007. lmtif.org PHIL FACT
LEARNING LABS VENTURES Los Angeles Learning Lab Ventures has a 100% high school graduation rate and 95% of our students go on to attend a four-year college or university. learninglabventures.com PHIL FACT
PHIL 100 SPOTLIGHT LOVE BUTTON GLOBAL MOVEMENT Agoura Hills, CA Love Button Global Movement Integrative Medicine Research & Outreach Program has awarded more than $100,000 in grants over the past year to develop the next generation of compassionate doctors. lovebutton.org PHIL FACT
MELTING POT FOUNDATION Brooklyn, NY The Melting Pot Foundation works through the Brownsville Community Culinary Center to bring world-class, accessible cuisine to the community and offers culinary training programs. meltingpotfoundationusa.org PHIL FACT
MICHELSON 20MM FOUNDATION Los Angeles Michelson 20MM is on the leading edge of impact investing and has thus far invested in a portfolio of 17 mission aligned startups. LEADERSHIP Founder & Benefactors: Dr. Gary K. Michelson and Alya Michelson MISSION Michelson 20MM, formed by Gary and Alya Michelson, is dedicated to supporting and investing in innovative entrepreneurs, technologies, and initiatives that seek to transform learning and improve access to educational opportunities that lead to meaningful careers. FOUNDED 2010 CONTACT Phil Kim, email@example.com 20mm.org
MICHELSON FOUND ANIMALS FOUNDATION Los Angeles Since 2005, Michelson Found Animals has helped 1.6M pets, funded 37 scientific research projects, attracted 350,000 volunteer hours and invested in six pet tech startups. LEADERSHIP Founder and Benefactors: Dr. Gary K. Michelson and Alya Michelson; Executive Director: Aimee Gilbreath MISSION With a mission of “Saving Pets, Enriching Lives,” Michelson Found Animals Foundation is the only national animal welfare non-profit dedicated to ending pet homelessness with a social-enterprise model. MFAF operates a range of innovative programs to deliver sustainable solutions that improve the lives of pets and keep them in good homes. FOUNDED 2005 CONTACT Aimee Gilbreath, Executive Director, a.gilbreath@ foundanimals.org foundanimals.org
JANE RANDEL Co-founder, NO MORE Campaign for NEO Philanthropy
“NO MORE was initially created as a unifying symbol in order to help increase the visibility of domestic violence and sexual assault, which, despite significant progress, too often remains hidden, misunderstood, and woefully underfunded. NO MORE has grown to become the largest and most successful domestic violence and sexual assault awareness and engagement initiative in history, with a coalition of more than 1400 organizations, and has sparked the creation of more than 30 state, local, and international campaigns. Today, spurred in part by the #MeToo movement, NO MORE is growing around the world.” existing treatments through investments in innovative, cross-disciplinary research. Through partnerships with USC’s Michelson Center for Convergent Bioscience, UW’s Institute for Protein Design, and Human Vaccines Project, we promote the development of disruptive technologies in immunology to combat global diseases. FOUNDED 1995 michelsonmedical.org
NEO PHILANTHROPY New York Since its inception, NEO has awarded more than $130M to innovative organizations leading the charge for social change. neophilanthropy.org PHIL FACT
NETWORK FOR TEACHING ENTREPRENEURSHIP Los Angeles & New York MICHELSON MEDICAL RESEARCH FOUNDATION West Los Angeles With over $100M donated to date, the Michelson Medical Research Foundation is leveraging the collaboration of engineers, scientists, and physicians to solve real world problems by breaking new grounds, and improving existing treatments. LEADERSHIP Dr. Gary K. Michelson and Alya Michelson MISSION Michelson Medical Research Foundation aims to develop groundbreaking medical technologies and improve PHIL FACT
NFTE believes that teaching entrepreneurship will help lead the next generation into the innovative economy of the 21st century and further better our world. nfte.com PHIL FACT
NAACP LEGAL DEFENSE AND EDUCATION FUND New York Created in 1909 as a biracial endeavor to further advance the rights of African-Americans, NAACP is now the leading organization ensuring the political, social, and economic equality of all people and eliminating injustices. naacp.org PHIL FACT
NEW WEST SYMPHONY Thousand Oaks, CA The arts help students perform better academically. New West Symphony music education programs reach more than 5,000 students each year, with special concerts, PHIL FACT
tuition-free instruction, and its Music Van, a petting zoo with musical instruments. LEADERSHIP Natalia Staneva, CEOr; Kim Woods, Board Chair MISSION The New West Symphony inspires passion for symphonic music through live performances and education initiatives that engage and enrich diverse audiences. FOUNDED 1995 ‘17 REVENUE $2.48M CONTACT Stephanie Wilson, Deputy Director and Director of Development, firstname.lastname@example.org, 805-435-2775 newwestsymphony.org
PEN AMERICA Los Angeles & New York Pen America is leading the charge in protecting the right of freedom of expression through celebration, festivals, and fundraising events. pen.org PHIL FACT
PENCILS OF PROMISE New York Founded by Adam Braun in 2008, Pencils of Promise has built a total 492 schools in Ghana, Nicaragua, Guatemala, and Laos since its inception, with a total of 96,572 students currently enrolled. pencilsofpromise.org PHIL FACT
PROJECT SUNSHINE New York
ROOM TO GROW New York
Project Sunshine’s programs help more than 150,000 patients and families and partners with more than 325 medical partners and enlists 18,000 volunteers each year. projectsunshine.org
PUPPIES BEHIND BARS New York PBB allows prison inmates to help train and educate puppies for war veterans, first responders, and for law enforcement explosivedetection canine units. puppiesbehindbars.com PHIL FACT
OUR HOUSE Los Angeles Our House provides grief support for universal traumatic experiences, with programs serving individuals from all age groups through professional grief training, on-site grief response, and in-house grief support groups. ourhouse-grief.org PHIL FACT
PEACE 4 ANIMALS Los Angeles Last year Peace 4 Animals donated approximately $1M to charity partners and animal welfare campaigns supporting everything from the protection of endangered species to saving farm animals from slaughter. peace4animals.net PHIL FACT
PRATHAM USA New York
ROBIN HOOD FOUNDATION New York
Of the 250 million children worldwide who cannot read or write, 100 million reside in India. Pratham USA aims to change that inequity. LEADERSHIP Bala Venkatachalam, Executive Director; Deepak Raj, Chairman MISSION Pratham is one of the largest and most successful NGOs in India with a mission of “Every Child in School and Learning Well.” Pratham USA, with 16 chapters across the U.S., raises awareness and mobilizes financial resources for our work on the ground. FOUNDED 1999; Pratham was founded in 1995 ‘17 REVENUE $20.68 million CONTACT Puja Ogale, email@example.com prathamusa.org
New York is one of the wealthiest cities in the country, yet still more than 1 million people live in poverty; the Robin Hood Foundation is working to amend that through grantmaking. robinhood.org
THE ROCKEFELLER FOUNDATION New York The Rockefeller Foundation centers on the idea of bettering humanity through a global collaboration of innovative technology for health, food, jobs, power, cities, and more. rockefellerfoundation.org
With nine out of 10 children in our program meeting or exceeding their physical, cognitive, language, and socio-emotional benchmarks on time, and 80% of parents showing high levels of problem-solving and self-efficacy, we know we have a program that works. roomtogrow.com
SAFE HORIZON New York The largest victims service organization in the country, helping 250,000 people each year who are victims of crime and abuse, Safe Horizon is the winner of the 2018 Overall Nonprofit Excellence Award from the New York Community Trust/NPCC. safehorizon.org PHIL FACT
SAGE New York SAGE has created the only natural resource center in the country on LGBT aging, while providing housing initiatives and other services to improve the lives of aging members of the LGBT community. sageusa.org PHIL FACT
SEARCH AND CARE New York Serving more than 15,000 elderly members of the New York City community, Search and Care provides essential needs and services to help manage their day-to-day lives. PHIL FACT
1994 CONTACT Destiny Rivera, firstname.lastname@example.org simmsmanninstitute.org FOUNDED
SEE-LA Los Angeles SEE-LA is dedicated to keeping Los Angeles healthy, through its region-wide farmers’ markets and access to healthy products programs like CalFresh EBT, the WIC program, and Market Match. seela.org PHIL FACT
Seeds of Peace’s 7,021 alumni are spread out over 27 countries across the globe, leading change and helping cultivate a new generation of leaders from communities divided and struggling with conflict. seedsofpeace.org PHIL FACT
SIMMS/MANN INSTITUTE & FOUNDATION Los Angeles
The Institute promotes the health and wellness of children, families, and communities by funding/disseminating cutting-edge research via fellowships, an annual conference, and an innovative parent-child resource kit. The Foundation develops and supports integrative health programs in diverse venues and arts/
Bresee operates a 15,000 sq. ft. community center in Central Los Angeles, providing youth programs and wrap-around support for families aimed at promoting their educational and economic well-being. LEADERSHIP Seth Eklund, Executive Director; Craig Beatty, Chair, Board of Directors MISSION Bresee battles poverty by empowering youth and families in Los Angeles with the skills, resources, and relationships necessary to thrive. Bresee serves more than 3,000 low-income youth and families annually with gang prevention services, after-school programming, athletics, academic support, arts & enrichment, workforce development, college access & success programs, and scholarships. Adult education and immigration legal services are offered, as well as emergency food, rental, and transportation support for families in crisis. FOUNDED 1982 ‘17 REVENUE $3,416,680 CONTACT Betsy Blanchard, Director of Development, PHIL FACT
Founded in 1996 by Tiger Woods, TGR Foundation is committed to empowering students to pursue their passions through education. With a focus on STEM education and college-access programs, TGR has reached 800K students and educators through learning labs nationwide and digital platform, TGR EDU: Explore. tgrfoundation.com PHIL FACT
THE ART THERAPY PROJECT New York Trauma takes up energy and never truly leaves. The Art Therapy Project is devoted to helping children and young adults deal with their trauma through creative outlets, and is the only nonprofit in New York PHIL FACT
The annual Simms/ Mann Think Tank convenes the world’s leading neuroscientists to share research with 500 stakeholders who impact policy and practice in early child development. LEADERSHIP Victoria Mann Simms, Ph.D., Founder PHIL FACT
PHIL 100 SPOTLIGHT
THE BRESEE FOUNDATION Los Angeles
TGR FOUNDATION Irvine, CA SEEDS OF PEACE New York
dedicated solely to art therapy. thearttherapyproject.org
DR. VICTORIA MANN SIMMS Founder, Simms/Mann Institute & Foundation
“My grandparents came to the U.S. with nothing. My father found success through entrepreneurship, remaining committed to family and community. My husband, Ron, and I carry this forward through the Foundation’s Whole Person and family-focused programs. Our philanthropy focuses on medicine and early childhood education with an integrated, trans-disciplinary approach–like our Center for Integrative Oncology at UCLA, Simms/Mann Health and Wellness Center at Venice Family Clinic, and annual Think Tank, which brings together early childhood professionals, neuroscientists, and healthcare providers.”
THE GUARDIANS OF THE LOS ANGELES JEWISH HOME Los Angeles Provides support to the L.A. Jewish Home, the largest single-source provider or senior care in Los Angeles. laguardians.org PHIL FACT
THE HAROLD ROBINSON FOUNDATION Los Angeles The foundation provides two centers for programs in South LA at Camp Ubuntu and Camp Ubuntu Watts, helping nurture children in a safe environment. haroldrobinsonfoundation.org PHIL FACT
THE HUMANE SOCIETY OF NEW YORK New York For more than a 100 years the society has opened its doors seven days a week to pet owners with limited means to access high-quality, affordable veterinary care. humanesocietyny.com PHIL FACT
THE JESTER & PHARLEY PHUND Palos Verdes, CA Elementary students have read more than 47 million pages in Jester Read-a-Thons to donate New York Times bestseller The Jester Has Lost His Jingle to hospitalized children. thejester.org PHIL FACT
A Place to become...
Sisters Jasmin and Lizette became Clubhouse members after their dad, a single parent, became aware of our walking-transportation program from their local elementary school to our Clubhouse. Thier dad, Jaime, needed a place for the girls to receive assistance with their homework, participate in extracurricular activities, and most importantly a place to be safe after school. Jamie enrolled Jasmin and Lizette at our Bell Gardens Clubhouse and took advantage of our walking transportation program. Relieving Jamie of the stress and worry of leaving work early, the Clubhouse became a place to rely on.
Name: Jasmin & Lizette Clubhouse: Bell Gardens
Both Jasmin and Lizette arrived at the Clubhouse as soft-spoken, shy, and timid individuals. However, through being part of our programs, they have developed new skills and both have been able to build new relationships and become leaders at the Clubhouse. They have shown their leadership skillsthrough participation in our Mamba Basketball League and Dance Team. Through Boys & Girls Clubs of Metro Los Angeles, Jasmin and Lizette have found a PLACE TO BECOME CONFIDENT!
Boys & Girls Clubs of Metro Los Angeles Boys & Girls Clubs of Metro Los Angeles serves almost 2,000 youth and is part of an important service delivery system to Watts, South and South East Los Angeles communities. Our mission is to inspire and enable all young people, especially those who need us most, to reach their full potential as productive, caring, and responsible citizens.
Character & Leadership
Improving grades, reducing high school drop out rates, and teaching kids to see themselves as learners.
Encouraging community service, reducing juvenile crime rates, and instilling an attitude of engagement.
Teaching healthy behaviors, reducing drug use and childhood obesity, and fostering positive selfimages.
To learn more about members like Jasmin & Lizette whom your gift impacts, visit Nickerson Gardens
www.bgcmla.org Bell Gardens Watts Willowbrook
2016 Anahid Shahrik, email@example.com todayimbrave.org FOUNDED
THE MICHAEL J. FOX FOUNDATION FOR PARKINSON’S RESEARCH New York
THE WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS Beverly Hills, CA
Since 2000, the world’s largest nonprofit funder for Parkinson research has funded over $800M for research in altering disease, untreated symptoms, and tools. michaeljfox.org
THE MUSIC CENTER Los Angeles As a cultural anchor in Los Angeles, the Music Center has been champion of arts education for more than 54 years and serves 163,000 students and educators annually with its programs. LEADERSHIP Rachel S. Moore, President & CEO; Howard Sherman, EVP & COO MISSION We champion the arts in LA, connecting Angelenos with each other and art that enriches their lives. We embrace all guests and artists and provide exceptional service to them and to our resident companies. We faithfully steward the campus entrusted to us by the County of Los Angeles. FOUNDED 1964 ‘17 REVENUE $61.3M CONTACT Valentine Gelman, SVP of Advancement, vgelman@ musiccenter.org musiccenter.org PHIL FACT
THE NEW YORK COMMUNITY TRUST New York Ours is the community foundation for New York City, and a lead funder of local nonprofits. We are a public charity and welcome new donors. nycommunitytrust.org PHIL FACT
The Wallis’ GRoW at The Wallis Arts Learning programs serve more than 10,000 underprivileged students every year with access to experience the performing arts. LEADERSHIP Rachel Fine, Executive Director & CEO; Paul Crewes, Artistic Director MISSION The mission of The Wallis is to create, present and celebrate unique performing arts events and educational programs that reflect the rich cultural diversity of our community. FOUNDED 1994 CONTACT Debra Bronow, Director of Advancement, firstname.lastname@example.org thewallis.org
weSPARK CANCER SUPPORT CENTER Sherman Oaks, CA TWO BIT CIRCUS FOUNDATION Gardena, CA Cultivating the new generation of inventors and innovators, Two Bit Circus Foundation uses STEM-based education to help build critical and creative thinking skills. twobitcircus.org PHIL FACT
UNION RESCUE MISSION Los Angeles URM is the largest rescue mission in the nation and the oldest in Los Angeles, serving the city for 126 years. urm.org
TODAY, I’M BRAVE Los Angeles Today, I’m Brave was created to inspire an elementary school to stay open during the Ebola crisis in Sierra Leone. Not only did we give 300 students renewed hope, but entire communities were inspired to be brave. LEADERSHIP David Angelo, Founder MISSION Today, I’m Brave is a nonprofit that inspires individuals and organizations all over the world to bravely take on their biggest challenges. Our most recent initiative is called the 100Roofs Project where we raised $500,000 to help rebuild homes for 100 families in Puerto Rico. See the impact at 100Roofs.org.
Wendie Jo Sperber, actress, mother, and founder, wished to enhance the quality of life for cancer patients, opening weSPARK in 2001, four years after her own breast cancer diagnosis. wespark.org PHIL FACT
WORLD OF CHILDREN Irvine, CA
they are now equipped with the skills they need to go into artisan vocations. visionarywomen.com
VILLAGE HEALTH FOUNDATION Los Angeles Through alternate forms of medicine, the Village Health Foundation focuses on every part of the being, essence, energy, and spirit. villagehealthfoundation.org
Since 1998, World of Children has dedicated more than $14M in grants to programs led by nearly 120 honorees working in more than 50 countries. It is recognized as the “Nobel Prize for Child Advocates” and is the only globally recognized funding program that exclusively focuses on children’s issues, including health, education, safety, and human rights. worldofchildren.org PHIL FACT
VISIONARY WOMEN Beverly Hills,CA Thanks to a grant from Visionary Women, Indego Africa’s enrolled 30 young women into the Vocational & Business Training program and PHIL FACT
YOUTH BUSINESS ALLIANCE Los Angeles The Youth Business Alliance provides critical 21st century business skills to high school youth by leveraging partnerships and resources from the community. youthbizalliance.com PHIL FACT
Because the world can use a little less fear. TodayImBrave.org
Philanthropy 100 2019 Events Calendar
December 12, 2018 Pen America Pen Out Loud: Lest We Forget Strand Book Store LA
January 26, 2019 Boy Scouts of America, Greater LA Area Council VDS District Dinner Covina District Field LA
January 29, 2019 weSPARK Cancer Support Center Run/Walk for weSPARK 5K & 10K! Lake Balboa (Woodley Park) NY
January 30, 2019 Central Park Conservancy Playground Partners Winter Luncheon Rainbow Room LA
February 6, 2019 Visionary Women Salon: Female Power Chefs: Cooking All The Way To The Top Location TBA LA
February 19, 2019 Union Rescue Mission 2019 Hearts For Hope Gala Beverly Hilton LA
Spring 2019 Boy Scouts of America, Greater LA Area Council Business Leaders Breakfast Location TBA
March 9, 2019 American Red Cross Humanitarian Awards Dorothy Chandler Ballroom NY
March 17, 2019 Pratham USA 2019 United Airlines NYC Half Marathon Prospect Park to Central Park NY
March 21-24, 2019 The Humane Society of New York Humane Journeys Project Chimps Location TBD LA
March 24, 2019 Alzheimer’s Los Angeles Run4ALZ Dodger Stadium LA
April 5, 2019 Junior Achievement of Southern California The 12th Annual JA Student Entrepreneurship Challenge Google LA Offices LA
April 15, 2019 American Red Cross Celebrity Gold Classic Lakeside Golf Club NY
April 15-18, 2019 The Humane Society of New York Animal Care Expo Location TBD NY
April 16, 2019 Food Bank NY 36TH Annual Can Do Awards Gala Location TBD
May 6, 2019 Junior Achievement of Southern California JA Golf Classic The Riviera Country Club
March 2, 2019 Blind Children’s Center Tables That Chat The California Club March 2, 2019 New West Symphony Northern Lights Thousand Oaks Civic Arts Plaza
A sampling of upcoming events in support of and benefiting organizations in the 2018 Philanthropy 100. Consider showing your support and enjoying a night (or two) out on the town.
May 15, 2019 Breast Cancer Research Foundation NYC Hot Pink Party Park Avenue Armory
May 19, 2019 Gay Men’s Health Crisis AIDS Walk New York Central Park LA
June 2019 Michelson Medical Research Foundation 2019 Michelson Prizes for Human Immunology and Vaccine Research USC Michelson Center for Convergent Bioscience LA
June 2, 2019 Casa Pacifica Casa Pacifica Wine, Food, Brew Festival Ventura County LA
June 4, 2019 The Music Center The Music Center’s Spotlight Program Grand Finale Performance LA
July 5-7, 2019 The Music Center The Royal Ballet NY
September 23-25, 2019 Concordia 2019 Concordia Annual Summit Location TBD LA
October 2019 Chase Foundation 22nd Annual Chase Foundation Golf Tournament Location TBA LA
Fall 2019 Boy Scouts of America, Greater LA Area Council Good Character Gala Location TBA Junior Achievement of Southern California The 25th Annual Spirit of Achievement Awards Location TBA
s i l l a W e h @ T R E T WIN JOIN US
FOR AN EXCITING SEASON OF DANCE, MUSIC, THEATER AND CINEMA!
Hubbard Street Dance Chicago
DEC 4-31, 2018 Love Actually Live DEC 8, 2018 Story Pirates DEC 13-21, 2018 The Sorting Room JAN 10-12, 2019 Hubbard Street Dance Chicago & Third Coast Percussion
An Inspector Calls
JAN 15, 2019 Film Independent Screening
Sandra Bernhard will launch The Sorting Room series with Sandemonium Kaleidoscope
JAN 16, 2019 Jorge Federico Osorio, PIANO JAN 22 - FEB 10, 2019 An Inspector Calls FEB 5-23, 2019 Witness Uganda FEB 15-16, 2019 Ate 9 Dance Company FEB 23, 2019 Kaleidoscope with Irene Kim, PIANO
CONNECT WITH US
310.746.4000 | TheWallis.org
OFFICIAL AIRLINE SPONSOR
A DAY VACATION
MALIBU COUNTRY MART
OVER 65 UNIQUE BOUTIQUES AND RESTAURANTS IN THE HEART OF MALIBU
98 The City Suite 100 Golf Getaway 102 Going Global
A cultural and culinary tour of Kyoto and Tokyo during cherry blossom season is Japan (p. 102) at its finest
CSQ Q4 2018 / 19
Nobu Ryokan brings the LA staycation to a new level, while the Peninsula Suite has you feeling like royalty in New York
THE CITY SUITE
Luxury Stays in Malibu and On Fifth Avenue
Nobu Ryokan Malibu Suite starting at $3,500 per night It’s easy to miss the Nobu Ryokan, as the property’s sign blends into the teak exterior, making it barely legible. This is by design, for there is no public access and the intimate 16-room property is meant to be private and exclusive. Once you do find the hidden oasis tucked just oﬀ PCH, a staﬀ member meets you at the gate and greets you by name. Mastermind partners—Oracle founder Larry Ellison, Chef Nobu Matsuhisa, actor Robert De Niro, and producer Meir Teper—have created an extraordinary beachfront getaway steps from Nobu restaurant in Malibu. This is the first Nobu Ryokan property in a collection of retreats set for exotic destinations, where discerning guests can rest and relax. The property was designed by Studio PCH, Montalba Architects, and TAL Studios in classic minimalist ryokan (Japanese inn) style, yet to the utmost luxury. Handcrafted teak soaking tubs are sun-kissed from skylights in the bathroom, while silk-soft Italian bed linens by ANCHINI and expansive views of the Pacific make it hard to leave your room.
A fireplace activates with the touch of a button, and mini-bars are stocked with treats from Dean & DeLuca. Linen yukata robes give an extra-luxe touch. Natural hues, wood floors, and art are authentically Japanese. The rooms are equipped with iPads that allow you to change the temperature, order room service, or learn more about the property and the surrounding area. When you do decide to explore, a peaceful ocean-facing courtyard and lush garden act as the main grounds with an ipe
deck for lounging. Beach access is as easy as taking a few steps down to one of the most coveted stretches of sand in California, Carbon Beach, otherwise known as Billionaire’s Beach. Or stroll to the Malibu Pier, just a short walk from the property. Be forewarned, the hardest part of your stay will be saying goodbye. However, since the Ryokan is only 45 minutes from LA, it’s easy to come back again and again. - Brittany Fuisz noburyokanmalibu.com
The Peninsula New York Starting at $28,000 If you desire an accommodation that shines with opulence and classic sophistication, look no further than the premier Peninsula Suite at the Peninsula Hotel in New York City. The suite oďŹ€ers views of Fifth Avenue and beyond, allowing guests to embrace the bustling metropolis while sipping tea or coďŹ€ee in the grand living room. The expansive suite, an enormous 3,300 sq. ft., boasts two bedrooms, including an ample master suite and bathroom, as well as a guest suite. All rooms feature hand-stitched Savoir mattresses and your personal choice of luxury linens. If you are in need of more space for guests, a door opens to an adjoining Deluxe Suite. For some privacy or a relaxing read, enjoy the refined study. At night, gather around an elegant eight-person dining room table for a delectable meal. And for a midday treat, a full kitchen is at the ready, stocked with premium liquors, beverages, and snacks. peninsula.com
CSQ Q4 2018 / 19
Puerta Cortés, La Paz, Mexico Journey to La Paz, Mexico, to play a Gary Player-designed course with breathtaking views and alluring amenities to enjoy on and oﬀ the green By Ryan Byers
In Mexico’s Baja Peninsula, Cabo San Lucas is commonly the focal point on a golfer’s list. However, just two hours north of the Cabo airport, in the sleepy town of La Paz, is Puerta Cortés, which should move to the top of the list. Imagine waking up to ideal tropical weather and setting out for a championship, 18-hole, Gary Player-designed golf course with panoramic ocean views. Upon finishing your round, sit on a poolside lounge chair, enjoying a cocktail and some freshly made ceviche while staring oﬀ into the endless blue oceans of the Sea of Cortez. Do I have your attention? Welcome to Puerta Cortés, situated just up the beach from the charming city of La Paz. Puerta Cortés is a luxurious hotel, spa, and residential community featuring golf, tennis, water activities, a marina, and an exquisite beach club. Formally known as Costa Baja, the property was recently purchased by Ascendancy, a Mexican-based management firm specializing in real estate investments throughout Mexico and the Caribbean. Ascendancy has begun a $5M renovation and Puerta Cortés prides itself on being not just a first-class resort and spa, but a luxurious residential community as well. Las Colinas is the first residential community, with 72 hillside residences oﬀering contemporary, rustic architecture with sweeping views of the golf course, marina, and Sea of Cortez. With four diﬀerent residence styles ranging from 2,000 to 3,300 sq. ft., you are sure to find exactly what you are looking for. Prices range from $400,000 to $750,000. The other community, Vista Mar, oﬀers 60 oceanfront condominiums, strategically placed for
ultimate views. Vista Mar condominiums have eight diﬀerent floor plans, with two or three bedrooms or a studio, and range in square footage from 2,600 to 5,000. These condos are priced between $500,000 and $1.4M. Owners at both communities enjoy on-site reception services, a concierge, 24-hour secure, controlled access, and many luxurious amenities on the property. Owners may also place their residence in the vacation rental program for short-term guests to enjoy. The golf course itself, previously known as CostaBaja Golf Club, is now El Cortés, a phenomenal course designed by one of golf’s most infamous legends, Gary Player. The 18-hole, par-72, 7,082-yard course offers panoramic views of the sea and the stunning resort. The course features large, undulating greens and rolling fairways that are kept in immaculate condition. Player did an incredible job designing his only layout in all of Mexico, building the course directly into its intended surroundings and using the natural terrain to create dramatic elevation changes, making for some unforgettable golf holes. When arriving to the tee at par 5, 14th hole, you will feel like you are on top of the world. This par 5 is arguably the most memorable hole in all of Mexico and it is in fact, the longest hole in the country, measuring over 600 yards. With a 200-foot drop from tee to fairway with a forced carry and bunkers lining the fairway and green, you must bring your finest golf game to make a par here. El Cortés Golf Club includes a grass driving range, practice putting greens, and short-game area. At the end of your round, a margarita and a tasty meal await you
New York Black Beauty
at the clubhouse restaurant, featuring outdoor seating for ultimate postgame relaxation. If golf is not your thing, no worries; endless other activities await, such as paddleboarding, kayaking, snorkeling, and fishing trips, or just a day out boating. For all your water activities be sure to contact Jorge Herrera with Baja Adventure Co. When it is time to just unwind and relax, choose one of the multiple infinity pools at the resort or the white sandy beach overlooking crystal-clear waters. The cuisine at the resort is out of this world. The chefs use locally sourced produce and fish that is caught just oﬀshore to create unique international menus with their own Mexican flair. Multiple dining options at El Pueblito Marinero range from Mexican to sushi and even Italian. One thing is for sure, you will not go hungry while visiting Puerta Cortés. puertacortes.com bajaadventureco.com
One of the best public golf courses in the world, Bethpage Black will play host to the 2019 PGA Championship Located in Long Island, New York, Bethpage Black is the ultimate test in golf. Stretching out to just under 7,500 yards, the par-71 course has narrow fairways, long rough, strategically placed bunkers, and narrow greens, adding up to one of the most difficult tracks in the world. Bethpage is one of five 18-hole courses at Bethpage State Park, making this Long Island destination the perfect East Coast golf getaway. Rich in history, Bethpage Black opened in 1936 and was designed by noted golf architect A. W. Tillinghast. Fast-forward to next year when the course will serve as host to the 2019 PGA Championship, after hosting the 2002 and 2009 U.S. Opens as well as the 2012 and 2016 Barclays tournament (now known as The Northern Trust).
Interesting Facts About Bethpage Black Bethpage has been ranked 26th Best Golf Course, sixth Toughest Course in America, and fifth Greatest Public Golf Course. On average, 300,000 rounds are played annually on the five courses. In 2002, Bethpage Black became the first publicly owned and operated golf course to host the U.S. Open. Past winners at Bethpage Black include Lucas Glover, Nick Watney, and Tiger Woods. parks.ny.gov/golf - R.B.
1. Golfers can take in the sea’s glistening waves while completing 18 holes at El Cortés 2. The marina, a quick walk down from the green, is a hub for boat rental explorations, restaurants, and nightlife 3. One of the 72-resident villas at Las Colinas with golf cart port 4. Ranked the 6th Toughest Course in America, Bethpage Black offers a view at each hole 5. Bethpage’s rolling hills and sand traps make for a breathtaking and challenging course 5 CSQ Q4 2018 / 19
wrong with the Ritz Carlton properties in both1 Tokyo and Kyoto, each with full spa amenities and top-rated restaurants.
In Kyoto and Tokyo, visitors can experience inspiring and restorative cultural traditions, top-rated dining at the most lauded food destination in the world, bustling city life, full-service hotels, and extraordinary natural beauty—especially during cherry blossom season By Ben Bloch
Visiting Japan at least once in your life is a must, whether on business or simply to explore the country’s incredible sights, food, and culture. We visited Tokyo and Kyoto for 11 days and didn’t get to half the things on our wish list. A direct flight from Los Angeles or New York to Tokyo takes 11 or 12 hours, just a few more than going to Europe, and the flights aren’t overly expensive if planned ahead, so neither distance nor cost should be deal breakers. For corporate-incentive trips and retreats, many Japanese traditions can be valuable for team-building and improving performance. Where to Stay
Our itinerary was heavily focused around cultural and culinary adventures, both modern and traditional. We opted to go during the height of the cherry blossom season, which is stunning but also means more tourists and higher hotel prices. The Ascott Marunouchi Tokyo has tastefully appointed, modern corporate suites for those who like a bit more space or need to stay for a longer period of time. It’s in the financial district, oﬀers expansive views of the city, and is just a short walk to the Tokyo 102
Imperial Palace, an ideal place to view the cherry blossoms. For a tranquil and elegant retreat, we traveled a bit out of the city to relax at Hotel Chinzanso Tokyo, a five-star hotel featuring a sprawling Japanese garden with cherry blossom trees and multiple dining choices, including Mokushundo, a stone grill and kaiseki restaurant. The hotel has a outdoor pool and waterfall, a high-end spa with a traditional Japanese onsen hot pool, and with 260 rooms and many restaurants onsite, often hosts large group meetings. We also enjoyed the Tokyo Station Hotel, a well-preserved living heritage site. The hotel is modern and the central location can’t be beat. Among stellar oﬀerings, it features an elegant brunch and rooftop space that hosted a recent event for Louis Vuitton, and a large Imperial Suite for nearly US $10,000 per night, although many rooms are more reasonable for traveling executives and their teams or families. It’s also attached to the railway station and part of the same building as the famous underground mall and food court with some of the best casual eating and shopping in the city. You also can’t go
Where to Eat
Tokyo is a phenomenal place to dine on any budget, although it’s worth investing in fine dining choices as Tokyo is ranked the No. 1 city in the world in terms of Michelin stars awarded, followed by Paris. The 2018 Tokyo Michelin Guide lists 12 restaurants at three stars, 56 at two stars, and 166 at one star. We were fortunate to visit some of these during our trip. We loved both Michelin one-star-rated Sushi Arai and threestar Ginza Kojyu for a traditional multicourse kaiseki meal, typically composed of 10 or more dishes, including seasonal seafood, meat, and vegetables. Reservations are challenging, so book in advance, and prices are steep, but well worth it. Though our primary culinary focus was Japanese, we couldn’t resist a visit to Michelin-starred French restaurant Azure 45 on the 45th floor of the Ritz Carlton, with brilliant views of the city at night. Lauded Executive Chef Shintaro Miyazaki serves adventurous delicacies such as rocket coulis, caramelized veal sweetbreads, steamed Scottish blue lobster, shrimp mousse, geoduck clam, and Miyazaki wagyu beef stewed for 30 hours. Hotel Chinzanso’s Mokushundo also oﬀers a traditional kaiseki dinner consisting of small dishes with locally sourced ingredients, prepared tableside on Mount Fuji lava stone. For those who want the Bill Murray/Scarlett Johannson Lost in Translation experience, head to the NY Grill at the Park Hyatt Tokyo, where scenes from the Oscar-winning movie were filmed. It boasts great views of the city and, perhaps more important, is also one of the best places in Tokyo to get ultra-high quality Kobe and Sendai beef. Executive Chef de Cuisine Stef-
Source: Hotel Chinzanso; Courtesy of NY Grill; Courtesy of Azure; Courtesy of Mizuki - Ritz Carlton
Meet Me in Japan
fan Heerdt is known for these Japanese cuts and for sustainable and locally sourced ingredients. In Kyoto, Mizuki at the Ritz Carlton was our favorite restaurant. Mizkui oﬀers sushi, kaiseki, and high-end bento boxes in a tranquil setting; exotic and seasonal fare ranged from bonito and baby squid to blowfish-skin jello. We also sampled a number of sakes, including a special Yamaguchi sparkling sake, another flavored with fresh peaches, Soku, and Isoza, which we were told is Kyoto’s top-rated sake. And if you’re seeking high-end taste without the high price tag, try Tokyo’s Rokurinsha, one of the best-known ramen spots in Tokyo Station; Nadai Tonkatsu Katsukura in Kyoto Station; and The Cube, where the specialty is tonkatsu, or fried pork, and patrons can grind their own sesame seeds and make their own custom-spiced dipping sauce. Before you decide on any restaurant, whether top-tier or casual, it’s beneficial to learn a bit of Japanese. For example, before your meal, it’s customary to say “itadakimasu” (pronounced eat-ahDAH-kee-mas) to the chef or server, which means, “I gratefully receive” (this food), and “gochisosama” (pronounced go-chee-SO-sumuh) or “thank you for the meal,” after finishing. We found that showing this respect led to a much more enjoyable experience. What to Do
1. In cherry blossom season in Japan, aromatic fragrance adds to the natural beauty 2. NY Grill, famed for its appearance in Lost in Translation, offers sky-high views of Tokyo and a menu with ultra-high quality Kobe and Sendai beef. 3. For another gravity-defying, fine dining experience, Michelin-starred Azure 45 awaits on the 45th floor of Ritz Carlton, Tokyo. 4.A traditional kaiseki dinner, cooked tableside on Mount Fuji lava stone 4. Sushi elegantly prepared at Mizuki at the Ritz Carlton, Kyoto
CSQ Q4 2018 / 19
While cuisine was high on our list, we also took in some sights, from walking among the bamboo groves at Arashiyama, to traveling by bullet train from Tokyo to Kyoto with views of Mount Fuji. In Tokyo, we joined a traditional tea ceremony, or chado workshop, at Shizu Kokoro. Chado is a spiritual discipline that teaches its practitioners how to slow down, connect with nature, and become aware of the small but important things in life. There were six of us at the workshop, including three women dressed in traditional kimonos. Each step of the ceremony centered around the preparing, tasting, and sharing of matcha tea, and each focused on mindfulness, one of the Noble Eightfold Paths in the teachings of the Buddha. For something less traditional and a bit up tempo, we joined a Mario Kart tour, which begins with donning a choice of Mario Kart or superhero costumes followed by driving personal high-speed go-karts through the streets of Tokyo, including some of the most traveled intersections, all led by an experienced guide in a go-kart of their own. An international driver’s license is required, which can be obtained in advance of your trip at any AAA oﬃce. It was pretty wild whizzing in and out of lanes in such tiny cars among the dense city traﬃc. To relax we went to Chi, the spa at the Shangri-La Hotel, which features luxurious private spa suites with soaking tubs, showers, and massage tables. We tried the Yang Chi Energizer and Chi Balance massages, the latter of which is a blend of Asian massage techniques personalized to suit your current “yin-yang
TOKYO IS RANKED THE NO. 1 FOOD CITY IN THE WORLD IN TERMS OF MICHELIN STARS AWARDED, FOLLOWED BY PARIS.
status” and includes pressure work, energizing methods for “yang stimulation,” and relaxing body work for “yin calm.” First we were each given a foot bath, then chose from a shower, steam bath, or jacuzzi/soaking tub to cleanse before the massage. Each tub included a choice of bath salts and oils. After putting on robes, we rang a bell to call for our service. We agreed they were the best massages we’ve had. In Kyoto we went on a fun and informational walking Gion and Kaiseki tour. Run by Arigato Japan, knowledgeable local tour guides took us through Gion, an area where geishas still live and work, and learned their stories. We also tasted plum wines and local pastries before finishing with a group multicourse dinner. After taking a train to the bamboo groves at Arashiyama, we concluded our time in Kyoto with a meditation at the Shunkoin Temple, where Deputy Head Priest Takafumi Kawakami led us in a traditional Buddhist meditation ceremony. In all, the trip was memorable, inspiring, and restorative. END
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THE PAST, PRESENT, AND FUTURE OF PLANNING ROBERT DALIE Executive Director, Investments The Summa Group of Oppenheimer
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‘SURVEY SAYS’ ... SHOW ME LONG-TERM CARE PLANNING! MARTIN LEVY, CLU/RHU
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CSQ Q4 2018 / 19
LEGAL Corporate Law
MARKETING Digital Agency
THE POT THICKENS WILLIAM MARK LEVINSON
DRIVING ENGAGEMENT FOR ART AND CULTURAL ORGANIZATIONS
Partner, Corporate Mergers & Acquisitions, Securities, Capital Markets Finance, Real Estate Thompson Coburn LLP
MATTHEW ZEHNER Founder & CEO Zehner
LEGAL Family Law
MARKETING Branding & Communication
A KALEIDOSCOPE OF TALENT CELEBRATES TWO DECADES OF GRASSROOTS PHILANTHROPY
BRINGING THE EXPERIENCE ECONOMY TO LOW-ENGAGEMENT INDUSTRIES
STACY D. PHILLIPS Partner Blank Rome LLP
CHARLIE ITTNER Managing Partner Darien Group
LEGAL Mergers & Acquisitions
REAL ESTATE Tenant Representation
CANNABIS INVESTMENTS AND ACQUISITIONS GO BIG
KEY DESIGN AND CULTURAL ELEMENTS THAT CAN DRAMATICALLY AFFECT ANY BUSINESS
SANDER ZAGZEBSKI Partner Greenspoon Marder LLP
SHAY HUGHES President & COO Hughes Marino
SPECIALTY BRANDING & COMMUNICATION
MASQUERADING TECHNOLOGY AS ART ARAMIS HERNANDEZ Founder & President INC Technologies Burbank, CA
Aramis Hernandez is the founder and president of INC Technologies, an award-winning Los Angeles-based IT firm that provides a wide level of managed information technology, computer networking services, implementation of commercial and home security systems, and audio/video installations. As president, Hernandez is responsible for overseeing all its divisions, implementing and managing onsite and virtual IT services to its clients, which include mid-sized companies as well as high-net-worth celebrities, top athletes, and C-Suite executives.
PHONE 310/910.9044 EMAIL email@example.com WEBSITE inctech.net LOCATION 1212 South Victory Blvd. Burbank, CA 91502
Invoke streamlined design and artistic elements to beautifully integrate technology into your home
As you comb through the various rooms in your home, you are likely to find a piece of technology that stands out. Usually black in color and without any natural appeal, this equipment steals the focus of the room and in turn the balance of the interior design. Just as life imitates art, manufacturers have taken notice of the shift in décor trends and are producing cutting-edge technology that serves, not only function, but also showcases innovative design characteristics to meet the needs of more sophisticated consumers. A great example of high-end audio overcome by art design is KEF’s Blade speakers, known as “the world’s first Single Apparent Source loudspeaker.” Presenting itself as a smooth-flowing art sculpture, the BLADE architecture’s advanced driver technology reveals a lush and realistic sound that goes beyond conventional speakers. Similarly, DEVIALET’s new Phantom series speakers are one of the best brands in the market for producing a high-level precision sound with multilevel functionality and are designed with simple elegance, looking more like a sculpture of modern art than an audio component. On the other end of the audio video world,
televisions and displays have more aptly adopted to progressive and modern designs. Oﬀering tremendous innovations and advanced qualities, smart televisions by SEURA, which are framed as mirrors but with the touch of a screen, come alive as Smart Tablets. With WiFi capability, you can instantly check your email, update your calendar, post to social media, or read digital news right from your mirror. With hands-free voice activation and intuitive touch control options, you can synchronize your innovative Smart Mirror to access your home security system, control lighting and audio, and to serve as a Smart Technology hub for the entire home. And because they are fully-customizable, the Smart Mirror can be modified to accommodate your home’s design needs for size, color and motif. Ideally the consumer will experience a purposeful balance of functionality and design elements of the mirror with added capabilities that you never had before. Televisions no longer have to be a separate element that don’t blend with the rest of the home. Now, the home design takes on precedence but with new, innovative capabilities built into it. Online interactive art is a complimentary
OUR GOAL IS ALWAYS TO MATCH THE NEEDS AND WANTS OF THE CLIENT TO THE SPECIFIED DESIGN. IN DOING SO, WE PLEDGE OUR ALLEGIANCE TO OUR CLIENTS’ NEEDS RATHER THAN TO PROMOTING A CERTAIN BRAND.
component that creates new function for televisions and displays. Delivered as a streaming service, this technology provides rotating art that is displayed on various screens. By incorporating many of the existing elements from other popular streaming services, the homeowner has the flexibility to create a “playlist” of their favorite style, artist or specific pieces and can manage how frequently they are rotated. Unlike previous iterations of this technology which required sophisticated and dedicated equipment, the true value of this technology is the ease of installation to existing displays and televisions. In contrast to hiding technology in various rooms, a new trend has emerged that requires larger and dedicated floor space in easily accessible and visible areas. Filled with lights, multi-colored wires, and black metallic finishes, technology equipment is easy on the eyes. Traditionally, audio video equipment would be locked away in closets and other hidden spaces. However, when properly designed, technology equipment and the housing racks provide a modern and fairly majestic look, as such, they also serve as a showpiece. The transition from their primary purpose of unifying all the wiring and electronics needed for the home’s audio, video,
security and other functions, the rack is coming into its own in making a contribution to the home’s overall design. As the manufacturers transition their new products to achieve a more artistic look and design, the homeowner is in a good position to dictate what they want. With so many vendors competing for the consumer’s business, there’s a wide range of options to choose from in the color, design, or specification of your choice. High-end products typically oﬀer full customization that fits any home and style. If you are looking to upgrade your technology, now is the best time to do so. As the technology experts in creating seamless environments for the home, we typically work with the architects and designers on the front end to collect the necessary specifications, then deliver numerous solutions to fit their designs. Once a decision has been made on the technology to use, we can then install and deliver integration of those products to the home. Our goal is always to match the needs and wants of the client to the specified design. In doing so, we pledge our allegiance to our clients’ needs rather than to promoting a certain brand. With the new design-oriented technology, in-
SoCal IP.indd 1
terior designers and homeowners can create a seamless look that flows throughout a home, with components that have a built-in appreciation for state-of-the-art design. END
10/24/17 11:49 AM
SPECIALTY WEALTH MANAGEMENT
THE PAST, PRESENT, AND FUTURE OF PLANNING ROBERT DALIE Executive Director, Investments The Summa Group of Oppenheimer & Co. Inc. Los Angeles
In his role at The Summa Group, Robert Dalie is in charge of wealth planning capabilities, one of the core pillars the group is founded on. Dalie’s specific expertise and experience lend themselves to entrepreneurs, senior executives, fiduciaries, and founders who have recently experienced or are about to experience a life-changing financial event. This proficiency has allowed him to play an integral role within the core advisory teams that deal with pre- and post-liquidity events. He has developed a reputation for specialized work with sudden wealth from inheritance, divorce, stock sales, estate planning, and closely held business sales. To effectively offer this depth of service and experience, his practice is limited to a select group of individuals and families for whom he can have the maximum impact. Forbes, Barron’s, and Research Magazine have recognized The Summa Group in their annual advisor rankings as a top wealth management team. Dalie has been a central part of The Summa Group since its founding in 2003.
PHONE 310/446.7501 Email firstname.lastname@example.org Website opco.com Address 10880 Wilshire Blvd, 24th Floor Los Angeles, CA 90024
Demystifying wealth management as planning becomes ultra-personalized and financial technology disrupts old paradigms Within the world of wealth management, few things are more coveted than the depth and versatility of a team’s planning process. Throughout this article we will demystify the planning process and share our thoughts on current trends that can be extracted from the past and present to provide insights about the future of planning and how elite teams approach this important subject matter. Unfortunately, there is a long history in our industry of using financial and estate planning to create some sense of urgency to buy a particular product or strategy. High-pressure salespeople were very skilled (and still are) at using rudimentary illustrations and simple charts in an eﬀort to justify the sale of a product that often served to enhance the advisor’s bank account more than the client who was buying the product. Maybe you have some recollection of going through this exercise many years back. If so, you likely recall how most of these plans pointed you to a particular product with high fees, a lot of complexity, and a story that always sounded too good to be true. Whether an annuity, proprietary fund, or some insurance policy, the commission the “salesperson” earned was often more important than the benefits delivered to the client. This dynamic is still present today, unfortunately, but regulators have made it more diﬃcult for advisors and their companies to engage in such tactics.
Many financial plans presented in the past were nothing more than slick presentations telling a story that always led to a product sale. The starting point was typically a future goal (often unattainable) and a simple scenario: how much money you needed to invest, and how much insurance you needed to back it up. This was usually combined with an overly simplified suitability determination questionnaire that “pigeonholed” you into a specific allocation or firm-owned product. While the intentions of these advisors and financial institutions may have initially been honorable, the path toward selling a product to complete the process took center stage. So why did this happen? Part of the problem resulted from a lack of coordination and collaboration between clients’ trusted tax, legal, and investment professionals. The higher the levels of wealth and complexity, the more typical it is for multiple advisors to be involved. The coordination of all parties involved often becomes disconnected and polluted with conflicting agendas. Inadequate planning in one silo could potentially negate sound and highly eﬀective work done elsewhere. In addition, the culture at many firms was driven by an intense push to sell proprietary products from the top down. These bottomline initiatives encouraged advisors to push proprietary products, which generated higher profit margins to
If you select one or more of the advisory services (i.e.: Financial Planning Services) offered by Oppenheimer & Co Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity. If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co. Inc. website, www.opco.com, or call the branch manager of the office that services your account, for further information regarding the differences between brokerage and advisory products and services. Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer. This article is intended for informational purposes only and is subject to change without notice. Neither Oppenheimer & Co. Inc. nor its employees or affiliates gives legal or tax advice. ©2018 Oppenheimer & Co. Inc. Transacts Business on All Principal Exchanges and Member SIPC 2242660.1
CSQ Q4 2018 / 19
A MISCONCEPTION IN THE MARKETPLACE IS THAT YOU NEED TO HIRE A CERTIFIED FINANCIAL PLANNER (CFP) TO CREATE A COMPLEX PLAN, WHICH MAY COST THOUSANDS OF DOLLARS. THE REALITY IS THAT YOU DON’T NEED AN EXPENSIVE, 100-PAGE FINANCIAL PLAN THAT SHOWS YOUR NET WORTH, A BUNCH OF GRAPHS AND CHARTS, AND HOW MUCH MONEY YOU ARE GOING TO HAVE WHEN YOU ARE 95 YEARS OLD. their firms. Here’s the good news: More and more advisors and their respective firms are starting to realize the flawed nature of their planning practice, and are having healthy discussions to improve their processes. Today, having a plan with the flexibility to deal with changes and real-life issues is often more critical than the actual strategies implemented. These strategies are based on cash flows and tax impact, rather than insurance and investments, and can eﬀectively deal with multiple scenarios. This process integrates and coordinates all forms of planning. Planning based on cash flow addresses fairly simple questions: Are you able to live your preferred lifestyle? Pay your bills and obligations or go on that bucket-list trip? The size of your balance sheet isn’t as important as living the life you want to live. It all boils down to planning for multiple scenarios and objectives that may come into play today and into the future. Life is in fact very unpredictable, but the more thought and strategy given to the likely real-life events, the more prepared everyone will be for the future, and this of course creates peace of mind that you cannot put a price tag on. The goal of this approach is to address potential scenarios now, and down the road, to prepare for all of life’s “consistent inconsistencies.” It endeavors to quantify freedoms—the sole focus should not be on saving as much as you can, but on determining the specific freedoms you consider priorities, allowing you to enjoy guiltlessly what you have sacrificed and worked so hard for. The core of planning should be focused on the process, not the plan. It really boils down to two simple questions: What is your money for, and when do you need it? A misconception in the marketplace is that you need to hire a certified financial planner (CFP) to create a complex plan, which may cost thousands of dollars. The reality is that you don’t need an expensive, 100-page financial plan that shows your net worth, a bunch of graphs and charts, and how much money you are going to have when you are 95 years old. This is not to suggest that planning should be oversimplified and lack the depth necessary to execute at a high level, but many are on the other end of the spectrum of complexity and think it’s a one-time exercise that doesn’t require ongoing supervision and revision. Elite teams working with families that have some complexity in their lives understand the very fluid nature of life and therefore take a proactive approach in their communication in order to always understand the mission-critical factors of executing the short-, medium-, and long-term components of the plan.
As for the future, we believe that technology and innovation are both profoundly disruptive forces within finance. The rate of creation, adoption, and use of new fintech has and will continue to evolve within the wealth management industry. There is an enormous gap between what a human advisor can do versus the most sophisticated current technology. One simple example would be the technology for data aggregation and screen sharing. We know that most people would like a written plan but they increasingly want it to be interactive and collaborative, and not a static document. Forward-thinking advisors have started to explore using cutting-edge tools to collaborate on documents remotely, while adapting them to various scenarios on the fly. No longer does geography prohibit us from doing business with anyone, anywhere. It’s not just remote access, but advanced data analytics, aggregation, artificial intelligence, and algorithms that will continue to push the planning envelope. In the not-too-distant future we will have sophisticated software that can connect an advisor to a client when his family members are getting married, kids are getting engaged, or there is a death. We will be proactively connected at the right time to the right people with the right information, to coach and provide impactful guidance during very specific life events. This is very exciting and is the future of planning in our industry. On a positive note, conflicting agendas and self-serving sales practices are rapidly being replaced with thoughtful planning and coordination that puts the family’s interest’s front and center. Elite advisory teams understand the mission-critical nature of working closely with a client’s most trusted advisors in order to deliver a plan that speaks to myriad qualitative and quantitative aspects of their lives. Technology, regulation, and transparency are helping pave the way for a much more robust and ethical planning environment today and into the future. END
SPECIALTY LIFE & HEALTH
‘SURVEY SAYS’… SHOW ME LONG-TERM CARE PLANNING! MARTIN LEVY, CLU/RHU Founder & President CorpStrat Inc. Woodland Hills, CA
Martin Levy, CLU/RHU, is president and founder of CorpStrat, located in Woodland Hills, CA. The firm comprises professionals in human resources, executive leadership, insurance, employee benefit design, compensation, and tax and financial planning, and is a leading agency in employee benefits, serving hundreds of companies in Southern California. CorpStrat is one of the largest insurance brokers in the Greater Los Angeles area.
PHONE 818/377.7260 EMAIL email@example.com WEBSITE CorpStrat.com ADDRESS 21021 Ventura Blvd., Suite 200 Woodland Hills, CA 91364
Have the necessary conversations about long-term health care to avoid family feuds To reference the Family Feud game show, there are many varying opinions about how to address the impact of aging within families. Americans are living longer. As more and more Americans continue to have personal experiences with loved ones needing care or actually become a relative’s caregiver, the need to have a prudent plan for long-term health care is becoming increasingly apparent. Consumers and advisors across the nation have varying perspectives on this issue, and while no one plan or financial strategy is right for all, there is consistent opinion that a need for people to consider healthcare costs associated with aging and cognitive impairment is critical, especially as retirement nears. Americans downplay the risk of needing care; it’s part of the culture that is driven by consumption of fast food, sodas, and other calories. Given the scope of the epidemic of obesity, heart disease, and diabetes, and the impact of smoking as a contributing cause of premature death, it’s ironic that more focus isn’t placed on this issue. It’s also ironic because 74% of Americans believe that “living a healthy lifestyle is the answer”but living healthfully may simply increase longevity and still leaves us vulnerable to diseases associated with the natural process of aging. A lot of momentum is being given to research, medication, and antiaging therapies, all of which will most certainly extend average life spans across the globe. But will people have the
CONSUMERS FAR UNDERESTIMATE THE DOLLARS NEEDED JUST FOR RETIREMENT, AND THE RETIREMENT SAVINGS RATE IS AT AN ALL-TIME LOW. BEYOND THAT, MOST NEVER FACTOR IN THE POTENTIAL COSTS FOR LONG-TERM CARE. THOSE COSTS ARE STAGGERING. dollars they need to pay for health care when it’s needed? Consumers far underestimate the dollars needed just for retirement, and the retirement savings rate is at an all-time low. Beyond that, most never factor in the potential costs for long-term care. Those costs are staggering: The national hourly rate for at-home care is $23 per hour, exceeded by the staggering costs for a private nursing stay in a nursing home at a whopping $103,000 per year. And these costs will only continue to rise as Baby Boomers begin to flood the system. There is little doubt that the aging U.S. population may require legislation and expansion of social welfare programs (such as Medicaid) to solve the problem of the large masses of the U.S. population requiring care without the resources to pay for that care. The Importance of Having ‘the Conversation’
Only 14% of Americans1 have discussed planning for care or talked with an advisor about how to plan for care. That’s surprising, given that 72%1 worry that they would not be able to provide adequate care if someone in their family needed it. More than half of Americans say having a spouse provide their care is their plan, yet very few spouses signed up to do diaper changes, nor could most adequately care for an aging or sick spouse, given their own possible health concerns. That burden then falls upon the children—61% of whom say they don’t want to be someone’s caregiver—nor is that option even practical with today’s dual-income lifestyles. The Role of Insurance
1 VerstaResearch, “2017 LTC Marketing and Thought Leadership Research, Findings from Surveys of Advisors and Consumers,” February 2018 2 LTCG, “2017 Lincoln Financial Group Cost of Care Survey,” February 2018
CSQ Q4 2018 / 19
Given the uncertainties of the staggering costs of care and the strong sense that finances may not adequately pay for living expenses plus health care, why isn’t long-term care insurance more widely purchased or sold? The answer is simple: scale. Because of the strong likelihood of someone going “on claim” (2 out of 3 Americans will need some type of long-term health care for at least 90 days during their later years), there is a permanency to this product that decreases the likelihood of the lapse of policies—the event is a near certainty! Unlike life insurance, where people may only need insurance while building their assets or when children are dependent, the potential need for long-term care never ends, so policies seldom lapse. When certainty and actuaries collide, pricing risk requires massive scale to overcome loss due to risk—something insurance companies simply have not been able to overcome.
Yet, if transfer of risk is likely the only way that many nonindependently wealthy people can solve this problem, then how can people address it? Enter Asset-Based Long-Term Care
The insurance industry has figured out a really great solution: asset-based long-term care plans. With these types of plans, clients use highly specialized life insurance policies that have IRS-approved regulations, (those associated with a life insurance living benefit), to build a hybrid’ product that allows people to position assets inside a life insurance chassis to gain long-term health care. Think of this asset transfer as moving money from one pocket to the other, with the second pocket guaranteeing you can always return the money to the original pocket, but the dollars placed in pocket B are bigger than in pocket A. This product guarantees that, no matter what, you never lose! Here’s how it works: Position assets in a specially designed contract: • Quit or things change: Get all (or most) of your money back. • Never use care: Get a tax-free death benefit multiple to heirs. • Need care: Your money gets leveraged up in value by six to eight times, rivaling any income you had to forego to position the money. This is a comprehensive plan to address the financial challenges of healthcare, so spouses and kids don’t have to liquidate assets at the wrong time, never have to struggle between the need for care and the desire to preserve assets, and assure legacies and lifestyles when significant dollars are required for health care. Ask your financial advisor for information on asset-based long-term care. What’s All the Fuss about Long-Term Health Care?
Longer-term care planning is just about creating a meaningful, loving and respectful way to exit, the way we came in, with the same thoughtful love and attention to our health care and well-being. While lots of statistics point in the same direction—ultimately the choice is simple—are you going to have a conversation about the most important things with the most important people about the people you most care about? END
SPECIALTY CORPORATE LAW, MERGERS & ACQUISITIONS
THE POT THICKENS
Insights on cannabis as an emerging business MARK LEVINSON Partner, Corporate Mergers & Acquisitions, Securities, Capital Markets Finance, Real Estate Thompson Coburn LLP Los Angeles
November 6, 2018, brought the cannabis industry further into the mainstream of acceptance as a recreational and pharmaceutical alternative. The exact value of cannabis sales remains unknown, but an Internet search shows value in the three following categories:
ORDER OF MAGNITUDE VALUE Non-Medical
Hundreds of billions
William Mark Levinson is a seasoned attorney primarily advising and guiding individual and corporate clients through a range of corporate, securities, real estate, and financing transactions. Levinson was nominated by The M&A Advisor as an award finalist for a complex public company spinoff that was listed on the NYSE, and he was named to the Los Angeles Business Journal ’s 2013 “Who’s Who in Real Estate Law.” Levinson is a trusted advisor, known for his effective negotiating approach, who routinely counsels financial institutions, real estate development companies, investment banks, entrepreneurs, and individuals. A graduate of Brandeis University and Yeshiva University’s Cardozo School of Law, Levinson resides in Calabasas, CA, and is the proud husband of Carrie and father of Emily, Lauren, and Max.
PHONE 310/282.2520 EMAIL firstname.lastname@example.org WEBSITE thompsoncoburn.com ADDRESS 2029 Century Park East 19th Floor Los Angeles, CA 90067
Medical and flower Tens of billions Billions Refined phamaceutical Hemp
Hundreds of millions
Tens of millions
Phytoremediation Tens of thousands Thousands Ornamental
From Michigan to Malibu, Calif., states and cities continue to accept medicinal or recreational marijuana within their jurisdictions, despite the federal government’s decades-long prohibition of the cultivation, distribution, and possession of marijuana, which characterized it as a Schedule 1 drug under the Controlled Substances Act of 1970. The Cole Memorandum promulgated during the Obama White House years relaxed the Justice Department’s enforcement of the act and provided some comfort to banks, investors, and service providers, like lawyers and accountants, who had been considering the cannabis industry as a business in which they could participate. Then, on January 4, 2018, the Justice Department issued a memo returning federal marijuana-enforcement policy to the rule of law under the act. In the memorandum, then-Attorney General Jeﬀ Sessions directed all U.S. attorneys to
enforce the laws enacted by Congress and to follow well-established principles when pursuing prosecutions related to marijuana activities. This enabled local federal prosecutors to determine when, where, and how to enforce the act. Following the revocation of the perceived protections of the Cole Memorandum, potential participants in the cannabis industry paused. Where will this process end up? A couple of years later, is it fair to say the country is changing? Over the last year and most recently with the midterm elections, we see that, whether from a red or blue state, conservative or liberal, whether in Missouri or California, cannabis use and sales restrictions appear to be again relaxing. About 70% of the voters in the City of Malibu approved recreational marijuana use inside their city. In the State of Michigan, about 56% of voters in this Midwest, conservative bastion made it the 10th state to legalize recreational cannabis when they passed the Michigan Regulation and Taxation of Marijuana Act. Finally, on the East Coast, voters in Washington, D.C., approved recreational cannabis. At last count, Alaska, California, Colorado, Maine, Massachusetts, Nevada, Oregon, Vermont, and Washington state permit recreational cannabis use. Former Speaker of the House John Boehner, said, “I’m all in on pot.” Marijuana became legal in Canada on October 17, 2018. CNN reports that a recent survey of 1,000 U.S. consumers conducted by A. T. Kearney, a global strategy and management consulting firm, reflected that half of respondents in their survey would likely try recreational cannabis if or when it becomes legal. Some predict that the California cannabis industry will rival, if not exceed, revenues derived by the California wine industry. Participants and many governing bodies see green and they want their share. Marijuana Business Daily published the following table last
OVER THE LAST YEAR AND MOST RECENTLY WITH THE MIDTERM ELECTIONS, WE SEE THAT WHETHER FROM A RED OR BLUE STATE, CONSERVATIVE OR LIBERAL, WHETHER IN MISSOURI OR CALIFORNIA, CANNABIS USE AND SALES RESTRICTIONS APPEAR TO BE AGAIN RELAXING.
May to compare annual cannabis sales in the U.S. to some other industries: ANNUAL U.S. CANNABIS SALES VS. OTHER INDUSTRIES AND GOODS
ESTIMATED TOTAL DEMAND FOR RECREATIONAL CANNABIS IN THE U.S.
$50.0 B - $55.0 B
FIREARMS & AMMUNITIONS MCDONALD’S NETFLIX LEGAL RECREATIONAL & MEDICAL CANNIBIS IN 2017 ORGANIC PRODUCE
$11.9 B $8.08 B $6.6 B $5.8 B - $6.6 B $4.8 B
Taboos that involvement in the cannabis industry might bruise a company’s brand are receding in light of popular acceptance of legalization of cannabis. Is the momentum of change inexorable? Many recognized names in the consumer space are actively exploring how they might grow, manufacture, distribute, invest in, and otherwise participate in the legal cannabis business, regardless of the status of the Cole Memorandum or whether complexities exist in developing traditional banking relationships. CNN further reports that beverage companies are positioning themselves for cannabis market growth. These companies may use cannabidiol (CBD), a nonpsychoactive component in marijuana, as an ingredient. For example, Constellation Brands, the owner of Corona beer, has a more than $4B stake in Canopy Growth (CGC). Constellation’s CEO, Robert Sands, says Constellation originally got involved with Canopy because “the whole market, all channels, all forms, is going to be explosive.” Molson Coors (TAP) entered into a joint venture in Canada to develop nonalcoholic, cannabis-infused beverages. Coca-Cola (KO) is “closely watching” the cannabis sector. Not to be outdone by Coke, Pepsi’s (PEP) CFO recently commented during an earnings conference call with analysts that Pepsi too is looking into the cannabis industry, even though it has no current plans to get into the business while marijuana is still illegal in the U.S. The beverage industry isn’t the only potential beneficiary. At every stage in the process, this
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Source: Brewers Association, Alcohol & Tobacco Tax & Trade Bureau, Entertainment Software Association, Golden Research, IBIS World, Netflix, Nielson, Nabisco. Copyright 2018 Marijuana Business Daily, A division of Anne Holland Ventures, INC. All rights reserved.
agricultural revolution finds investors considering investment opportunities ranging from industrial real estate (buildings are required to house agricultural activities in a secure space) to products designed to maintain precise humidity levels while flower and other product ships to manufacturing facilities where they are packaged for retail consumption, to the financial aspects of facilitating all of these transactions. Whether growing, manufacturing, distributing, or selling, qualified accountants and lawyers are supporting these transactions to create value and enhance investment returns of clients. Lawyers guide clients through the complexity of patented flower DNA and unique packaging and other attributes, raise capital in the capital markets, best structures for transactions that include acquiring or selling cannabis companies, or otherwise through the maze of the licensing, compliance, and financial aspects of this budding industry. Lawyers refine the deal terms, consider legal risks arising out of a transaction, and document the transaction and work to minimize the legal and financial exposure for their client. An experienced lawyer will share knowledge of market deal terms and identify reasonable and market-driven solutions to hurdles that arise in the transaction, thereby avoiding unnecessary controversy and delays. Lawyers are also critical to the fact-finding or due diligence process, where attorneys make a detailed evaluation of all facts and company documents to, among
other things, develop an understanding of the company, its competitive position in its industry, and the potential synergies of combining the businesses. An attorney will test assumptions and otherwise determine whether the parties should proceed with a transaction and whether the price makes sense. Discovering issues in the due diligence process allows for solutions to be implemented and a smooth transaction. Accountants and investment bankers are providing accounting and quality of earnings guidance. Prior to any sale, it is critical to ensure that all revenues and expenses are in order. Flawed accounting data aﬀect price which, in turn, impact the company’s value. It is fair to say that hurdles regularly arise but are rarely terminal, so long as they are identified and addressed in due course. It is up to the participants, the lawyers, and the accountants to craft solutions, sometimes creative solutions, that enable the transaction to proceed. Many successful investment and merger and acquisition transactions have already occurred. It has become commonplace to read and hear about corporate cannabis combinations and sales as companies seek more professional management. For example, MedMen (Canadian Stock Exchange: MMEN) (OTCQX: MMNFF) announced on November 8, 2018, that it entered into a letter of engagement with Canaccord Genuity Corp. for Canaccord to purchase, as lead underwriter and sole bookrunner, on behalf of a syndicate of underwriters 17,648,000 units of MedMen, subject to all required regulatory approvals, for gross proceeds of $120,006,400. MedMen said it will use oﬀering net proceeds for working capital and general corporate purposes. Plan and Have Your Corporate Act Together
While this world of cannabis expansion may sound glamorous, we must not forget the hard truth—this is an industry in its infancy. Growth may be stymied if regulatory challenges reemerge or if regulations do not continue to ease on the federal level. The good news is that many of these obstacles are foreseeable and, with proper planning and guidance, are being addressed in a way that is nurturing the industry. Critical thinking, solid planning, and guidance from trusted and experienced investment bankers, accountants, and lawyers will increase the likelihood of an industry that will be run successfully and professionally. END
SPECIALTY FAMILY LAW
A KALEIDOSCOPE OF TALENT CELEBRATES TWO DECADES OF GRASSROOTS PHILANTHROPY STACY D. PHILLIPS Certified Family Law Specialist & Partner Blank Rome LLP Los Angeles
Stacy D. Phillips represents a wide variety of high-net-worth 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 her reputation is that she truly listens to her clients’ needs, concerns, and fears, always with the highest level of discretion. Phillips 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 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 assisted in drafting California Senate Bill 924, which extended the limitations period for victims of domestic violence to sue their abusers in civil court. She resides in Beverly Hills and is the proud mother of two grown children.
PHONE 424/239.3400 EMAIL email@example.com WEBSITE blankrome.com ADDRESS 2029 Century Park East Los Angeles, CA 90067
A look into Blank Rome’s philanthropic tradition, the Adopt-a-Center Program What do four therapy wolf dogs, a troupe of teen hip-hop dancers, a pair of young actors from a Los Angeles Shakespeare program, a youth choir, a group of world music drummers, and more than 200 guests have in common? Together, and joined by other talented local youth and adult performers, they created the 20th annual Blank Rome Adopt-a-Center event held at the American Jewish University in Bel Air, California, on September 16, 2018. An eclectic collection of talent and enthusiastic support, to be sure! The event, Kaleidoscope of Change, was a celebration of all of the past recipients of the Adopt-a-Center Program going back to our very first: Vista Del Mar Child and Family Services. What exactly is the Blank Rome Adopt-aCenter Program?
It is a unique form of local philanthropy that allows our law firm to go beyond writing a check to a nonprofit. Instead, the program selects one deserving nonprofit agency each year that benefits disadvantaged family populations in our city, enabling us to support groups that provide essential outreach to distinct communities all over Los Angeles. Through an RFP process each January, the selected recipient works hand-in-hand with Blank Rome’s Los Angeles oﬃce to plan an event for their constituency, one that often includes the greater community. In addition to receiving underwriting for the costs of producing and publicizing the event, additional funds are typically donated by supporters of the Adopt-a-Center Program, friends of the firm, and attendees at the
event. In many years, the selected nonprofit has made such a profound impression on the firm and our advisory board that some individuals have become personally involved with the organization as volunteers, mentors, and board members. The Adopt-a-Center Program was established in 1999 by my former law firm, Phillips Lerner, and formally “adopted” by Blank Rome LLP when I joined in 2016. I am thrilled that it is now part of Blank Rome’s venerable tradition of philanthropy. For this milestone, we did not follow our usual course of selecting a single recipient organization. Instead, we chose to recognize the depth and breadth of our Adopt-a-Center Program’s reach over the past 20 years through an afternoon performance of dance, music, song, and community spirit. Is there a ‘typical’ recipient?
The winner of the annual Adopt-a-Center award is, by design, a grassroots Los Angeles nonprofit providing services to local children and families, doing so in innovative ways that inspire and lift up the communities they serve. Over the past 20 years, the program has recognized and supported: •
Wolf Connection (2017), founded in 2009, is a unique nonprofit that has rescued more than 50 wolf dogs throughout the nation who were victims of abuse, neglect, and abandonment; trained them to be therapy animals; and incorporated them into their youth programs, providing life education and skill-building experiences to thousands of at-risk youth to
reduce violence in local communities. The Advot Project (2016) is a grassroots nonprofit that works with incarcerated young women ages 13–25 while in the LA County probation lockup facilities, and after their release. The project uses art and theater as communications tools to foster self-esteem, manage anger, promote healthy relationships, and prevent violence. Boyle Heights Community Youth Orchestra (2015), has since 2012 provided after-school and summertime music and singing instruction and instruments to children ages 6–14 living in Boyle Heights. In this East LA neighborhood, where poverty is extreme and violent crime is high, this nonprofit is enriching children’s lives and changing the fabric of an entire community. El Nido Family Centers (2014) is a nonprofit whose mission is to empower families in Los Angeles County’s low-income communities to break the cycle of poverty, child abuse, violence, academic failure, and teen pregnancy through educational, youth development, health, and therapeutic services. Los Angeles Youth Network (2013) has served homeless runaway, foster, and other youth, ages 12–21 since 1985, by providing emergency and long-term housing, educational and enrichment programs that teach independent living skills, and resources to help them achieve productive lives. Imagine LA (2012) is a nonprofit whose mission is to end the cycle of family homelessness in Los Angeles by mobilizing trained mentors, collaborative public and private resources, and community leaders who understand that a roof over one’s head is merely the starting point to a better life. Upward Bound House (2011), founded in 1991, is a community-based social service agency that helps mitigate the affordable housing crisis on Los Angeles’ Westside, with
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IT IS A UNIQUE FORM OF LOCAL PHILANTHROPY THAT ALLOWS OUR LAW FIRM TO GO BEYOND WRITING A CHECK TO A NONPROFIT. INSTEAD, THE PROGRAM SELECTS ONE DESERVING NONPROFIT AGENCY EACH YEAR THAT BENEFITS DISADVANTAGED FAMILY POPULATIONS IN OUR CITY, ENABLING US TO SUPPORT GROUPS THAT PROVIDE ESSENTIAL OUTREACH TO DISTINCT COMMUNITIES ALL OVER LOS ANGELES.
a specific focus on homeless families with children and very low-income seniors. United in Harmony Mentoring Program (2010) is a nonprofit that provides homeless and impoverished children from more than 12 Los Angeles County shelters with hope and opportunities to develop positive self-esteem through enriching programs and interactions with teenage and adult role models. Fred Jordan Missions (2008 and 2009) is a nonprofit mission located on Skid Row that works on the streets of inner-city Los Angeles and throughout the world to “help share God’s love” by providing nourishing food, warm clothing, blankets, and other vital services to people in need. Big Brothers, Big Sisters of Greater Los Angeles (2007) provides children facing adversity with strong, enduring, professionally supported one-to-one mentoring relationships that improve their lives for the long term. Dispute Resolution Services Youth Peer Mediation Program (2006) helps individuals, families, schools, and communities in LA resolve conflicts through mediation, facilitation, and other problem-solving methods. This training and coaching teaches people the skills to constructively address disputes in a wide range of personal, community, and work settings. Los Angeles County Bar Association’s Dispute Resolution Services Youth Conflict Resolution Program (2005) promotes a nationwide collaboration of partnerships, joining governmental, public, and nonprofit agencies with schools, families, and community groups to teach positive conflict prevention, resolution, and life skills to K-12 children. Children Uniting Nations (2004)was launched in Los Angeles in 1999 to provide academic and relationship-based mentoring for at-risk children to create “loving, tolerant, and capable world citizens.”
Ocean Park Community Center (2003), based in Santa Monica, is a network of shelters and services for low-income individuals, homeless persons, battered individuals and their children, at-risk youth, and runaways to help rebuild their lives. Break the Cycle (2002) is an LA agency that engages, educates, and empowers youth to end dating violence, and provides free legal services, advocacy, and support to youth ages 12–22. Venice Family Clinic (2001) is a comprehensive health clinic that serves uninsured and low-income adults and homeless children, regardless of their ability to pay. Free Arts for Abused Children Foundation (2000) is a nonprofit that serves abused and neglected children in Los Angeles and Orange counties through its “art heals” philosophy, which teaches expression and promotes healing through the fine arts. Vista Del Mar Child and Family Services (1999) provides comprehensive, family-centered social, educational, and behavioral health services that encourage children, adolescents, and their families to lead self-reliant, stable, and productive lives.
It is our hope that our 20th anniversary event brought increased awareness to our program, enabling us to attract new organizations to make vital contributions to the lives of underserved children and families in Greater Los Angeles. If you are part of such a nonprofit or know someone who is, please refer to our 2019 Request for Proposal, available at blankrome.com/adopt-center-program. If you are interested in creating an Adopt-a-Center Program for your business or corporate entity, please contact us at 424/239.3450. Won’t you join us and be part of the kaleidoscope of change? Get involved today and spread the word! END
SPECIALTY MERGERS & ACQUISITIONS
CANNABIS INVESTMENTS AND ACQUISITIONS GO BIG
Cannabis Primer Part 2: Size Matters SANDER C. ZAGZEBSKI Partner Greenspoon Marder LLP Los Angeles
Sander Zagzebski is a corporate partner with Greenspoon Marder in Los Angeles. Zagzebski has broad experience as a transactional corporate/securities lawyer and represents clients in mergers, acquisitions, dispositions, and other change-ofcontrol transactions; joint ventures and strategic alliances; capital-raising transactions (offerings of debt and equity securities, including private equity investments and venture capital investments); restructuring and recapitalizations; structured finance transactions; private equity and venture capital fund formation and governance; and general corporate, partnership, and LLC matters. Zagzebski has represented technology and new media companies, investment advisors, aerospace and defense companies, bank holding companies, manufacturing companies, real estate companies, entertainment companies, and consumer product companies in M&A, capital raising, and other strategic corporate transactions ranging in size from under $10M to in excess of $1B.
PHONE 310/281.6349 EMAIL firstname.lastname@example.org WEBSITE gmlaw.com LOCATION 1875 Century Park E #1850 Los Angeles, CA 90067
For the prior issue of this publication, I authored a piece on investing in legal cannabis companies, which generated a good deal of discussion. In the time since that article went to print, the legal cannabis industry has seen multiple headline-grabbing transactions that have only further increased interest in the legal cannabis sector. In this issue, I’m again focusing attention on the rapidly evolving cannabis space as transactions continue to increase in size and scope. Constellation Brands Takes the Gloves Off
On August 15, 2018, Constellation Brands—the Fortune 500 beer, wine, and spirits company and home to, among others, the Corona, Modelo, and Pacifico beer brands along with the Prisoner wine brand—announced that it had agreed to invest CAD $5B (approximately US $4B) in Canopy Growth Corporation. This transaction was the largest single investment, by at least an order of magnitude, in a legal cannabis company to date. To industry observers and financial reporters alike, the Constellation/Canopy transaction seemed to usher in a new era for the corporate cannabis industry. Constellation had previously purchased 9.9% of Canopy for approximately CAD $190M, and also owned approximately a third of Canopy’s prior CAD $600M (approximately US $450M) convertible note oﬀering. So Constellation was
already a significant stakeholder in Canopy even before this latest transaction, and its new investment increased its stake in Canopy to approximately 38%. Constellation also received warrants to purchase additional Canopy shares, which, if exercised, could increase its stake in Canopy to over 50%. Within days of the announcement of the Constellation/Canopy transaction, the financial press was reporting that Diageo, one of Constellation’s larger competitors, was in serious discussions with multiple cannabis companies about a similar transaction. The Coca-Cola Company has also recently been reported to be looking at the cannabis sector in general and producers of cannabidiol (CBD) products in particular. The mainstream press and Main Street executive suites certainly appear to be paying more attention to the cannabis sector after the Constellation/Canopy transaction. MedMen Makes a Record Breaking Acquisition
On the heels of the Constellation/Canopy transaction, it was announced on October 11, 2018, that MedMen Enterprises had agreed to purchase PharmaCann in an all-stock transaction valued at US $682M. The MedMen/PharmaCann acquisition is reportedly the largest to date of a U.S.-based legal cannabis company, and it shows that aggressive U.S. cannabis compa-
AS THE CANNABIS INDUSTRY MATURES AND LEADING PLAYERS CONTINUE TO ENTER THE PUBLIC MARKETS, IT IS INEVITABLE THAT SOME WILL COMPETE WITH INCREASINGLY SHARP ELBOWS.
nies are willing to engage in the arduous work of large scale mergers and acquisitions (M&A) transactions in order to expand their operations. Just as the Constellation/Canopy transaction appears to be ushering in a new era of strategic financing transactions between cannabis companies and mainstream beverage/consumer products companies, the MedMen/PharmaCann transaction suggested to commentators that the U.S. legal cannabis industry was poised to witness a new era of M&A transactions, particularly larger M&A transactions fueled by the high valuations of some of the publicly traded and soonto-be publicly traded cannabis companies. No Shame in Cannabis Anymore
This article is for information purposes only and should not be construed as legal advice, investment advice, or tax advice.
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The large sizes of these recent cannabis transactions made headlines, and the participation of major non-cannabis players in the Constellation/ Canopy transaction suggested to many industry observers that cannabis is finally becoming a legitimate industry for investment professionals. After all, Constellation’s position as one of the world’s largest alcohol companies showed a strategic willingness on the part of a major Main Street company to embrace cannabis as an acceptable consumer product and a complement to its existing product oﬀerings. In addition, Constellation turned to Bank of America Merrill Lynch for bridge financing and Goldman Sachs for financial advice in connection with the Canopy investment, which appears to be the first time either of these major Wall Street institutions has been publicly connected to a significant cannabis transaction. Multiple commentators have observed the willingness of both institutions to participate publicly in a cannabis transaction (albeit one that is legal at all jurisdictional levels, since Canopy refuses to operate in any jurisdiction in which its cannabis activities are not legal) and believe that this gives further credibility to the cannabis industry as a whole.
Swimming With the Sharks
As the cannabis industry matures and leading players continue to enter the public markets, it is inevitable that some will compete with increasingly sharp elbows. Early this year, it was reported that Aurora Cannabis would acquire CanniMed Therapeutics in a friendly transaction after a long, hostile takeover battle that resulted in litigation between the two companies. Others, including Aurora, have reportedly considered taking a hostile approach in other potential acquisitions. Hedge funds and short sellers have also reportedly been increasingly active in the cannabis sector, and notorious short seller Andrew Left of Citron Research is reportedly considering launching a fund of several hundred million dollars dedicated to the cannabis sector by the end of the year. While Left’s fund would oﬃcially take both long and short positions in cannabis stocks, it seems clear from his public comments that Left—called “The Bounty Hunter of Wall Street” by The New York Times—sees more opportunities to take short positions in cannabis equities. Cannabis Starts to Grow Up
To conclude, one can only observe that the cannabis industry is getting bigger, more sophisticated, and more competitive. Companies continue to seek increasingly large amounts of investment capital from financial and strategic investors, and seek to scale using both friendly and hostile approaches to acquisition targets in ever larger transactions. Many investors clearly see long-term investment opportunities, while others sense a looming correction in the secondary market. The cannabis industry still has a lot of growing up to do, but is maturing very quickly. END
SPECIALTY DIGITAL AGENCY
DRIVING ENGAGEMENT FOR ART AND CULTURAL ORGANIZATIONS MATTHEW ZEHNER Founder & CEO Zehner Los Angeles Matthew Zehner is the founder and CEO of Zehner, a full-service creative digital agency headquartered in Los Angeles. Established in 2007, Zehner’s award-winning team of strategic thinkers, innovative designers, and knowledgeable technologists take an agile approach to designing and developing digital products for clients of all sizes. From angel-backed startups to Fortune 50 companies, Zehner and his team’s expertise across verticals helps clients realize ROI while growing traffic, driving revenue, and increasing conversions. With a diverse background in design and development, Zehner cultivated a team of collaborative experts focused on eCommerce strategy, user-experience design and development, technology selection and implementation, brand strategy and identity, acquisition marketing, and post-launch managed services. Built on the belief that businesses should not have to piece together agencies or individuals to reach their digital goals, Zehner’s team of designers and engineers possesses a unique set of skills that intersects savvy design and user experience with real results. Named to Inc .’s list of “Fastest Growing Companies” two years in a row, the Zehner team has also been honored with more than 40 additional awards, including recognition from: The Webby Awards, W³ Awards, Communicator Awards, ADDY Awards, American Business Awards, and Los Angeles Business Journal.
PHONE 310/765.1600 EMAIL email@example.com WEBSITE zehnergroup.com ADDRESS 5766 W. Jefferson Blvd. Los Angeles, CA 90016
Connect communities through art and culture with relevant branding and user experiences
The world in which we live is constantly evolving at such a rapid pace. Seismic technological, social, political, and economic shifts occur so frequently that brands in nearly every sector must remain agile and apply critical strategies to adapt. Particularly challenged are art and cultural institutions whose rich history and purpose must be communicated with the utmost integrity, while also appealing to a broader demographic in order to drive engagement and grow their audience. Santa Cruz Museum of Art and History’s Executive Director Nina Simon recently published The Art of Relevance, in which she “explores how mission-driven organizations can matter more to more people.” Throughout Simon’s book and in her TEDx talk, she methodically examines the concept that museums and other cultural institutions can become connectors within their communities when they measure and deepen their relevance. From a business perspective, further cultivating this relevance with the public requires an eﬀective brand and digital strategy that accommodates the demands of our current culture and puts the user and their connection to community at the forefront. At Zehner, we’ve served as both the creative and technology partner to leading
art and cultural organizations. Be it the museum space, film and live entertainment venues, or one of the most comprehensive public transit systems in our country, our team comprises experts that understand how to engage the community through the intersection of savvy design and user experience that delivers real results. Recent, notable examples include our rebrand and site redesign for the San Antonio Museum of Art (SAMA). As San Antonio continues to gain recognition for its buzzing tech, art, and cultural scene, SAMA has emerged as one of the country’s leading museums. SAMA approached Zehner to deliver a new brand and design experience that would drive deeper engagement within the community and educate the public on the transformational experiences the museum provides. Additionally, we’ve supported the rebirth of public transportation in Los Angeles with our ongoing work with LA Metro. Our user-experience support has helped drive community ridership and improve the quality of life for its now 39 million monthly riders. Here are leading-edge methods for these vital organizations to attract new audiences, drive demand, and increase engagement.
KEEN FOCUS SHOULD BE CONCENTRATED ON BUILDING A VIBRANT DIGITAL SPACE THAT NOT ONLY HIGHLIGHTS THE ORGANIZATION’S SIGNIFICANT WORK, BUT ALSO IMMERSES USERS IN A COMMUNITY CENTER WHERE THEY LEARN ABOUT ADDITIONAL OPPORTUNITIES TO CONNECT IN MEANINGFUL WAYS. ELEVATED BRANDING
Illuminating art, culture, and history through an elevated experience is key to fulfilling a multifaceted vision that can be sustained over time. Modernizing the embodiment of an organization’s brand is an important first step. However, establishing a new brand identity and strategy for an institution that serves the public often requires a delicate balance of heritage and innovation. Attracting new audiences is crucial, while also remaining mindful that the contemporary iteration of the brand maintains a connection with current constituencies. Teamwork and A Collaborative Approach
Turning an idea into something that you can see, feel, and be proud of is no simple task. When a large institution can remain nimble and committed to cross-functional teamwork, this can help uncover valuable insights and elevate the spirit of partnership with their agency arm or among their internal personnel. If opting to work with an agency, it’s important to select a partner that can remain empathetic to an organization’s challenges and work collaboratively to deliver optimum results. Creating A Comprehensive Styleguide
When reimagining a new identity for an organization, creating a comprehensive style guide ensures the integrity of the brand is preserved at the highest level and consistently carried across all touch points, both digital and physical. Visual relevance and the correct usage of the logomark and logotype all play a pivotal role in delivering consistent branding on an everyday basis that will advance and retain awareness and loyalty. Crafting A Strategy That Realizes and Executes on Long-Term Goals
In order to grow an organization’s audience, the new brand, design, and communications strategy should actively speak to its city’s residents and tourism industry and the institution’s loyal advocates. This requires that an agency partner or in-house team take a holistic approach to their work and remain focused on sustainable growth. By leveraging all customer data and audience segments, the team can develop an initiative that emotionally connects with their constituencies and drives impressive ROI. USER EXPERIENCE
Focus on the heart of the art and cultural organ-
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ization—its people. In today’s digital landscape, it’s a user’s market. Creating a best-in-class user experience is paramount to the success of a digital property. Whether an organization’s reach is local, national, or international, their audience of visitors, artists, scholars, and members should all be carefully considered throughout the architecture of the user journey. Establish First-Rate Information Architecture
Putting everything in its right place when designing a website or digital platform can often present a challenging task. But establishing solid IA is imperative to crafting the best possible user experience and paths for each visitor type and goal. Have a team that’s willing to get their hands dirty in this process and utilize all tools wisely, from the card sort through to the site map and wireframe.
and observed in a dynamic manner on the site. LEVERAGING DATA AND DRIVING MEMBERSHIP
At Zehner, we support the overall vision for a variety of community-based organizations. Our team comprises experts that excel in developing member acquisition, sustaining lifetime membership value, and increasing ticket sales by leveraging analytics. A compelling digital product that fully reimagines the user journey can deliver significant ROI for purpose-driven organizations. In tandem with a modern and sustainable brand, art and cultural institutions can connect with multiple demographics and redefine their relevance as a must-see destination for the community at large. END
Aesthetics are very important, and the visual design of an interactive experience should be carefully examined. Everything from colors, images, typography, icons, and buttons must be strategically implemented in order to engage users. A beautiful website alone is no longer suﬃcient however. In a mobile-first world, users have diﬀerent needs depending upon platform and interaction type. Responsive design has reached a critical juncture, and an organization’s site must be able to adapt to any device. Prototyping and user testing are also essential to optimizing the experience, and eﬀective teams understand that these are fundamental components of a comprehensive UX design process. Engage and Educate Your Community Through Experience Design
Keen focus should be concentrated on building a vibrant digital space that not only highlights the organization’s significant work, but also immerses users in a community center where they learn about additional opportunities to connect in meaningful ways. UX should help narrow the gap between the institution and its audience by clearly celebrating the array of oﬀerings provided to the public. When an initiative is properly featured on the site, it no longer flies under the radar and instead experiences a significant uptick in attendance. Carefully consider all that the organization contributes to the community at large, whether it be in the form of educational programs, film series, shopping experiences, food and beverage options, lecture series, and much more. Then go about ensuring these are taken into consideration early in the creative process
SPECIALTY BRANDING & COMMUNICATION
BRINGING THE EXPERIENCE ECONOMY TO LOW-ENGAGEMENT INDUSTRIES CHARLIE ITTNER Managing Partner Darien Group Los Angeles
Charlie Ittner is the founder and managing partner of Darien Group, a provider of communications and branding services to the financial services sector that specializes in private equity and real estate management. He has 15 years of experience in investment management marketing. Ittner began his career at Platinum Equity, serving for eight years as a chief lieutenant to the founder and CEO and co-managing the firm’s internal and external communications programs, including marketing and branding, business development, investor relations, and media relations. He has also served as director of investor relations for bkm Capital Partners and consulted for U.S. and international private equity and real estate investment firms to improve their brand platforms. Ittner holds an M.B.A. from the UCLA Anderson School of Management and a B.A. in English Literature from Pomona College. He lives in Beverly Hills with his dog, Saoirse.
PHONE 310/247.1050 WEBSITE dariengroup.com EMAIL firstname.lastname@example.org
How lessons from hightouch consumer brands can benefit noncreative industries Going to a checkup at the dentist in 2018 is a diﬀerent experience compared to the past. Years ago, patients may have dreaded cold, uncomfortable waiting rooms where they paged aimlessly through old magazines. Today, many clinical oﬃces are dedicating resources to improve the atmosphere for patients from the moment they walk in the door. There’s a good chance that, when heading in for a cleaning, patients will find themselves in a nicely lit lounge area with refreshments, Wi-Fi, and soft music or television playing in the background. This shift is indicative of a larger movement in which businesses are transitioning from stale, corporate interactions with customers toward high-engagement approaches typically found in the hospitality industry with restaurants and hotels. Many traditionally low-engagement practices such as dentistry, retirement planning, and car dealerships are rapidly adopting 21st century experiential marketing tactics centered around the customer. Entering a Customer-Centric World
Modern retail strategies have increasingly focused on attracting and retaining customers through refining brand experience, as opposed to relying solely on superior products to capture market share. Sales tactics of the past emphasized the idea that a high-quality product would sell itself, but with a surplus of products available
in today’s market, more must be done to stand out and engage customers. About 55% of adults admit they place more value on a positive experience with a brand than on the product itself, explaining the shift from a product-focused sales approach to a people-focused one. Many wellknown consumer brands, such as Amazon and Warby Parker, have employed this strategy to disrupt industries and achieve success. Online retail marketplace giant Amazon strives to be “Earth’s most customer-centric company.” The company’s mission statement has resulted in a business model that revolves around serving needs rather than pushing product and has established a reputation for unparalleled customer service. Similarly, Neil Blumenthal’s Warby Parker has revolutionized the eyewear industry by shipping glasses directly to customers at an aﬀordable price. Allowing buyers to choose among a variety of high-quality, fashionable frames in the comfort of their own homes places customer interests first and has led to Warby Parker’s rapid ascent in becoming a key player in the optical industry. These are prime illustrations of disruptors in direct-to-consumer, but companies operating in less shopper-focused spaces can still apply these principles to meet modern-day expectations for brand experience and ultimately inspire loyalty from their target audiences.
ABOUT 55% OF ADULTS ADMIT THEY PLACE MORE VALUE ON A POSITIVE EXPERIENCE WITH A BRAND THAN ON THE PRODUCT ITSELF, EXPLAINING THE SHIFT FROM A PRODUCT-FOCUSED SALES APPROACH TO A PEOPLE-FOCUSED ONE. More Than ‘the Customer Is Always Right’
Lithium Forbes 3 NBC 4 Forbes 2
CSQ Q4 2018 /19
Whether your business operates in a low-engagement industry or not, it is highly likely that a potential consumer has already conducted initial research online before engaging with your company. With the buying process often starting prior to any direct interaction, companies can benefit from considering every brand element that potential customers may come across. To craft a human-centric experience requires more than operating by the age-old rule, “the customer is always right.” Every aspect of your business presence, including online platforms such as websites, review pages, and social media, is an opportunity to educate the customer on your brand and leave a positive impression. Consider all audiences and user outcomes: those seeking to learn more about you; those switching over from a competitor; those looking for a point of contact; and both first-time and returning customers. Additionally, building trust through transparency is crucial to driving sales. When news broke that data-analysis firm Cambridge Analytica had privately acquired data on millions of Facebook profiles, user confidence in Facebook dropped by 66%. Many felt that, despite the platform’s public commitment to protecting people’s information, the company had not truly prioritized the safety of its users.3 Fast-casual pioneer Chipotle also took a severe hit to its reputation when several outbreaks of E. coli, salmonella, and norovirus due to compromised ingredients in its food caused widespread illnesses that aﬀected hundreds of customers. After experiencing a 53% decrease in customer trust, the company is now trying to bounce back through aggressive promotional campaigns. Modern-day consumers desire a brand that feels authentic, without sales gimmicks that may result in them feeling misled or letdown. Using dishonest language or behavior may lead to a quickly tarnished reputation as word spreads fast in the age of the Internet. An open, honest portrayal of your company and the services or products you provide is a welcomed change from unsavory tactics, and customers’ appreciation will be demonstrated through repeat engagements. With so many options available on the market, consumers will quickly move on to the next and bypass your brand if they feel confused by your product or service. Provide clarity in any descriptions and make all processes user-friendly in order to minimize obstacles that could cause the loss of a customer.
Crafting the Investor Experience
Darien Group’s specialization lies in the investment management space, and through our experience with private equity and real estate investment firms, we have learned that even practical, quantitative companies can reap benefits from brand awareness. It may seem that there is little opportunity for investment managers to apply these business-to-consumer strategies to their businesses, but these practices can in fact be tailored to attract investors and leave a positive impression. We maintain that every interaction, in every form, should be thoughtful; all marketing materials should embody a client-focused mission. These include any and all of a firm’s brand collateral, including its website, PPM, pitchbook, fund or corporate brochures, and tearsheets. The content within these materials should be easily digestible and targeted toward the firm’s audiences. This way, readers are able to receive information quickly, clearly, and eﬃciently. Without a firm’s personnel directly involved, investors should still be able to source information about a prospective GP quickly and eﬀectively with minimal obstacles standing in the way. Consider whether your outward-facing materials are providing readers an optimal pathway to critical information points. Decluttering your website navigation bar or crafting clear, cogent section titles in a presentation table of contents are examples of simple but impactful ways to streamline the investor experience. Regularly updating your digital presence and maintaining brand consistency across all materials presents a polished, professional image, a key factor LPs are sure to consider when evaluating firms. Our Capabilities
Darien Group provides services that help private equity and real estate firms reframe their materials to improve the investor experience and refresh their brand image. We apply best practices from consumer and business-to-business marketing toward the investment management industry. From designing websites and developing visual brands to creating fund pitchbooks and brochures, we partner with our clients to enable them to raise capital faster and more confidently. END
INDUSTRY REAL ESTATE
SPECIALTY TENANT REPRESENTATION
KEY DESIGN AND CULTURE ELEMENTS THAT CAN DRAMATICALLY AFFECT ANY BUSINESS SHAY HUGHES President & COO Hughes Marino Los Angeles
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 10 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 200 Broadway New York, NY 10038
Create an inspirational work space to reflect your company culture and energize your team
Every work space serves a much greater purpose than providing four walls to house your business. It is where people are inspired, where leaders grow, and where your company’s culture thrives. From the size of your space to the design, layout, and location, every choice you make about your oﬃce will have a lasting impact on your team, your clients, and your future. If utilized in the right way, work space can play a critical role in the success and culture for any business. As president and COO of a commercial real estate company that is on a mission to disrupt our antiquated industry, we are always looking for ways to stand out as a thought leader in the world of corporate real estate. We have the opportunity to work with thousands of companies and have learned a lot over the years both with our own company, as well as by helping others thrive, and love sharing these insights with clients to help them succeed. With national recognition of our culture from Fortune, Entrepreneur, and Inc., in addition to numerous local publications, companies are constantly reaching out to us for guidance on how to improve their own oﬃces and company cultures. In addition to our Culture Consulting services, we recently launched our Planning + Design service line to help our clients build and design their work spaces, focused around enhancing productivity, communication, and company culture.
CLEAR AND PROACTIVE COMMUNICATION IS A TREMENDOUS ASPECT OF ANY SUCCESSFUL COMPANY, SO IT MIGHT AS WELL BE UPLIFTING, TOO!
Here’s a sneak peek into five of our favorite ways that design and culture have shaped our award-winning company that can dramatically aﬀect the success of your business! Comfortable Home Furnishings
Believe it or not, adding touches of home to the work space can positively aﬀect company culture and bring welcoming vibes to the oﬃce. By adding familiar home furnishings, like plush couches, leather seating, coﬀee tables with intriguing books, a gourmet kitchen, and fresh flower bouquets, our teammates and guests instantly feel at home and love coming to our oﬃces! Each of our spaces features family photo gallery walls, which have become warming focal points, and are a great way for businesses to incorporate a family atmosphere. You can instantly put your team at ease by providing a pleasant workspace that your team is proud to call a second home! Inspiring Art
We like to keep our oﬃces as colorful, energizing, and playful as possible! Our collections include oversized candy sculptures, retro mixed-media pieces, neon signs, and gallery walls packed with cute phrases, photos, and iconic figures. Each office features an oversized, glamorous piece by Anja Van Herle, which adds a feminine, stylish flair that we love! Art has the power to inspire your team, and also serves as a great conversation starter for clients. We always recommend choosing pieces that speak to you and your team, so anyone who steps into your space can instantly get a glimpse inside your culture! Playful Décor
No matter whether you run a marketing agency, a life science company, or a law firm, it’s important to have playful décor to add charm and inspire anyone who steps into your space. We feature one-of-a-kind trinkets, beautiful coffee table books, and whimsical chandeliers to remind our team to have fun and always enjoy the journey. Our coﬀee table books have inspired our own marketing team and our décor provides for wonderful Instagram-able opportunities!
job candidates want to work with us and join our team knowing the values we are committed to. They bind our team as a family. Developing Core Values is a critical factor to the success of any business, and they have taken Hughes Marino to successes beyond our wildest dreams! Uplifting Team Communication
Clear and proactive communication is a tremendous aspect of any successful company, so it might as well be uplifting, too! We heavily encourage appreciation and gratitude on a daily basis and in team meetings through our signature WOW cards, where team members recognize each other for going above and beyond. If anyone on our team comes across an insightful or inspiring article or quote, we share it with the team to spread the positive vibes! Our Core Value #9 is to proactively communicate with everyone, including to work to resolve problems, not avoid them. By living this Core Value, our team has become so much closer, and we are also experts at solving challenges together. By encouraging your team to engage in open and uplifting conversations, and by embracing appreciation, you can empower them to take pride in their work and their relationships with their teammates. While some of these aspects are easier to implement than others, we have found that these five elements of design and culture have played a huge part in our success as a company. Oﬃce design and company culture work handin-hand to inspire and invigorate teams, and have the ability to dramatically aﬀect businesses in many ways, and nothing is more fulfilling than helping our clients build their dream spaces to cultivate positive environments for their teams to grow and thrive. END
Binding Core Values
Above everything else, the 10 Core Values we developed as a team at the very beginning have had the most monumental impact on every aspect of our business—from hiring new teammates, to the amazing company culture we’ve been able to grow and nurture, to the way we treat our clients. Since developing our Core Values and sharing them with the world, we have been able to convey what means the most to us, and companies and
CSQ Q4 2018 / 19
C-Suite Advisors Directory
ACCOUNTING Trent Brown Deloitte & Touche LLP firstname.lastname@example.org Kris Kaufmann BDO USA, LLP email@example.com T’Shaka Lee Deloitte & Touche LLP firstname.lastname@example.org Scott M. Sachs, CPA CohnReznick, LLP email@example.com CONSULTING Majid Abai Concepts Rise, LLC firstname.lastname@example.org Adam Bohn INC Technologies email@example.com James Harwood CoAdvantage firstname.lastname@example.org Aramis Hernandez President INC Technologies 310/910-9044 email@example.com Kevin S. Parikh Avasant firstname.lastname@example.org Andy Popov Avasant email@example.com Randall Stone ə*māz firstname.lastname@example.org Deborah Shames Eloqui email@example.com Vlad Vaiman Cal Lutheran University firstname.lastname@example.org Edward C. Wilson-Smythe Avasant email@example.com FINANCE Adam Abramowitz Intrepid Investment Bankers firstname.lastname@example.org
Ed Bagdasarian Intrepid Investment Bankers email@example.com
Rich A. Schuette Avalan LLC firstname.lastname@example.org
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Geoffrey R. Berlin CFP® JP Morgan Private Bank firstname.lastname@example.org
Nerre Shuriah, JD, LLM First Citizens Bank email@example.com
Jonathan Bluth Intrepid Investment Bankers firstname.lastname@example.org
Tristan Snyder AGC Partners email@example.com
Martin Levy, CLU/RHU President & Founder CorpStrat Inc. 818/377.7260 firstname.lastname@example.org
Robert Dalie Executive Director, Investments The Summa Group of Oppenheimer & Co. Inc 310/446.7501 email@example.com
Brian Werdesheim Oppenheimer & Co. firstname.lastname@example.org
Doug DeGroote DeGroote Financial Group email@example.com
Dave Wolinksy Palm Tree Advisors firstname.lastname@example.org Jonathan Zucker Intrepid Investment Bankers email@example.com
Lars Rathje Lockton Companies firstname.lastname@example.org Danone Simpson Montage Insurance Solutions email@example.com Gregory Stephens Tolman and Wiker Insurance Services firstname.lastname@example.org
HEALTH & WELLNESS
Robyn Welch HUB International Insurance email@example.com
Gregory Albaugh, DO, FACS Coastal Vascular Center firstname.lastname@example.org
Scott Zimmerman CorpStrat Inc. email@example.com
Michele L. Havens Northern Trust firstname.lastname@example.org
Alen N. Cohen, MD, FACS Southern California Sinus Institute email@example.com
Alan Hopkins Manchester Financial firstname.lastname@example.org
Carol A. Polevoi, LMFT, CBS, CPC Counseling Resource Center email@example.com
Jeffrey R. Knakal Growth Partners firstname.lastname@example.org
Brennan Spiegel, MD Cedars-Sinai Health System email@example.com
Pardis Nasseri Palm Tree Advisors firstname.lastname@example.org
Amir Vokshoor, MD Providence St. John’s Health Center & Institute of Neuro Innovation email@example.com
Josh Fein Advice Period firstname.lastname@example.org Jim Freedman Intrepid Investment Bankers email@example.com
Marvin Padilla Intrepid Investment Bankers firstname.lastname@example.org
Ashok Patel Commercial Bank of California email@example.com
Bradley A. Barros My National Family Office, Inc. firstname.lastname@example.org
Brandon Quartararo Intrepid Investment Bankers email@example.com
Danette Beck USI Insurance Services firstname.lastname@example.org
Mike Rosenberg Intrepid Investment Bankers email@example.com
Robert Di Paolo HUB International firstname.lastname@example.org
Larry Schnaid UBS Financial Services email@example.com
Bryce Eddy Tolman & Wiker Insurance firstname.lastname@example.org
Jennifer Archie Latham & Watkins LLP email@example.com Lawrence M. Braun Sheppard Mullin firstname.lastname@example.org Joseph Calabrese Latham & Watkins LLP email@example.com Will Chuchawat Sheppard, Mullin, Richter & Hampton LLP firstname.lastname@example.org Harry Galstian Direct Tax Relief email@example.com Jim Gotcher Gotcher Law firstname.lastname@example.org Danielle Gotcher Gotcher Law email@example.com Request an application at firstname.lastname@example.org for Elite members who appear in print
C-Suite Advisors™ Updates Noteworthy news from our Elite C-Suite Advisors, from an acquisition by MUFG Union Bank to the relocation of oﬃces to the Pacific Design Center Marina Lang SoCal IP Law Group LLP email@example.com
Mike Schaffer Echo-Factory firstname.lastname@example.org
William Mark Levinson Partner, Corporate Mergers & Acquisitions, Securities, Capital Markets Finance, Real Estate Thompson Coburn LLP 310/282.2520 email@example.com
Jeffrey Stewart Definity First firstname.lastname@example.org
Stacy D. Phillips Certified Family Law Specialist Partner Blank Rome LLP 424/239.3400 email@example.com
Robert B. Yallen The InterMedia Advertising ryallen@intermedia-advertising. com
Peter K. Rosen Latham & Watkins LLP firstname.lastname@example.org Russell F. Sauer, Jr. Latham & Watkins LLP email@example.com Lisbeth Savill Latham & Watkins LLP firstname.lastname@example.org Steven C. Sereboff SoCal IP Law Group LLP email@example.com Bob Steinberg Latham & Watkins LLP firstname.lastname@example.org Zachary M. Turke Sheppard Mullin email@example.com W. Alex Voxman Latham & Watkins LLP firstname.lastname@example.org Sander C. Zagzebski Partner Greenspoon Marder LLP 323/880.4520 email@example.com MARKETING Michael Abraham DefinityFirst firstname.lastname@example.org Erik Huberman Hawke Media email@example.com Charlie Ittner Managing Partner Darien Group 310/247.1050 firstname.lastname@example.org CSQ Q4 2018 / 19
Michael Terpin SocialRadius email@example.com
Matthew Zehner Founder & CEO Zehner 310/765.1600 firstname.lastname@example.org
Robert Dalie Executive Director, Investments The Summa Group of Oppenheimer & Co. Inc SUMMA GROUP ANNOUNCES ITS NEW CLASS OF 2019 The Summa Group of Oppenheimer & Co. Inc announced the Banyan Youth Leadership Council Class of 2019 this past October, bringing in a new group of adolescents to its foundation.
REAL ESTATE Winton Berci Mazirow Commercial, Inc. email@example.com Todd Doney CBRE firstname.lastname@example.org Jason Hughes Hughes Marino email@example.com Shay Hughes President & COO Hughes Marino 310/277.3211 213/689.3211 firstname.lastname@example.org
Jim Freedman Chairman & Managing Director, Intrepid Investment Bankers INTREPID TO BE ACQUIRED BY MUFG UNION BANK In an agreement with MUFG Union Bank in October, Intrepid Investment Bankers will be acquired and operate as a subsidiary under MUFG Union Bank, working with the bank’s commercial banking and wealth markets groups.
Tucker Hughes Hughes Marino email@example.com Mike Packman Keystone National Properties firstname.lastname@example.org Brian A. Sidman BAS Holdings email@example.com Jack Turturici, Jr. Equity Advisors firstname.lastname@example.org Michele Turturici Equity Advisors email@example.com
Martin Levy, CLU/RHU President & Founder, CorpStrat Inc. CORPSTAR EXPANDS HR WHILE MARTIN LEVY QUALIFIES FOR THE MILLION DOLLAR ROUND TABLE This fast growing San Fernando Valley company expanded its HR offering and sales efforts to build upon the rapid rise in HR technology that helps smallto medium-sized companies manage employees’ lifecycle from “hire to fire.” Martin Levy qualifies for his 22nd consecutive Membership in The Million Dollar Round Table, an elite group representing the top 1% of all life insurance agents across the United States.
Stacy D. Phillips Certified Family Law Specialist; Partner, Blank Rome LLP BLANK ROME HOLDS ITS SECOND ANNUAL SUMMIT Blank Rome recently held its second annual Women’s Leadership Summit in Washington DC. Molly Bloom was the keynote speaker.
Charlie Ittner Managing Partner, Darien Group DARIEN GROUP EXPANDS AND MOVES TO THE PDC Darien Group continues to add to its roster of middle market buyout managers with $1B or greater in AUM, having signed four such firms this year. Additionally, the company has added full-time team members in copywriting and website development and has recently relocated its main office to the Pacific Design Center in West Hollywood, CA.
Matthew Zehner Founder & CEO, Zehner ZEHNER ENDS 2019 STRONG Through further expansion of its global eCommerce offering, and measurable client success, Zehner is on track to close out the year with more than 40% year-over-year revenue growth.
128 Exhibits & Performances 129 Winter Event Preview 130 CSQ&A 132 Proprietorsâ€™ Profile 136 Fine Dining 140 Required Reading & Listening
From the mind of famed designer and restaurateur Nicholas Mathers, Ă‰lephante transports its patrons to the Southern Mediterranean with its custom-crafted furniture and cocktails and cuisine inspired by Italy (p. 136)
CSQ Q4 2018 / 19
Culture & Taste
Exhibits & Performances A glimpse of what to experience this season and throughout the new year, from the reopening of Los Angeles’ Children’s Museum to New York’s annual Winter Show, which delights in the world of antiques New York
CAYTON CHILDREN’S MUSEUM BY SHAREWELL Opening February 2019 Santa Monica Place
AROUND TOWN LA Other exhibits of note this season
THE WINTER SHOW January 18-27, 2019 Park Avenue Armory
AROUND TOWN NYC Other exhibits of note this season
Los Angeles’ only children museum has left Museum Row for its new home at Santa Monica Place. The Zimmer Children’s Museum will oﬃcially retire its name, as well, for a new title: the Cayton Children’s Museum by ShareWell, in honor of a generous gift from Barry and Andrea Cayton. Having outgrown its former space, the museum has taken on a blank slate for new design and innovation while also doubling its previous exhibition space to feature more attractions. Leading the charge is R&A Architecture + Design duo Shawn Gehle and Brooks Atwood, along with exhibit designer Dan Wodarcyk from S2 Associates, who worked on the Bay Area Discovery Museum. The mission for the designers is to create a hands-on space that inspires imagination in children, parents, caregivers, and other visitors, and allows patrons to experience the exhibits in a unique way. The museum will makes its debut in February 2019. zimmer.sharewell.org
Wildlife Photographer of the Year Through January 6, 2019 The Natural History Museum
America’s largest art, antiques, and design fair is back in January, featuring more than 70 individuals in the fine and decorative arts fields who will showcase a vast array of pieces. Held at the historic Park Avenue Armory, the Winter Show enables attendees to peruse a multitude of exhibits that transport them back in time to ancient Egypt, early America, or classical Italy. The show oﬀers the highest standards of quality in the art market, with entries vetted and approved by a committee of 150 experts. The event takes place over the course of nine days, with an opening night party, as well as a Young Collector’s Night and a Connoisseurs Night, with tickets available for purchase aside from the main event tickets. The annual show benefits the East Side House Settlement, which serves the Bronx and Northern Manhattan through educational and technological programs aimed to serve as gateways out of poverty. thewintershow.org
The Charterhouse of Bruges: Jan van Eyck, Petrus Christus, and Jan Vos Through January 13, 2019 The Frick Collection
CULTURE & TASTE
National Geographic Photo Ark Through January 13, 2019 Annenberg Space for Photography One Day at a Time: Kahlil Joseph’s Fly Paper Through February 24, 2019 MOCA Pacific Design Center Ai Weiwei: Life Cycle Through March 3, 2018 Marciano Arts Foundation Once Upon a Tapestry: Woven Tales of Helen and Dido December 7, 2018 to May 27, 2019 Norton Simon Museum Frieze LA February 14-17, 2019 Paramount Picture Studios
Luigi Valadier: Splendor in Eighteenth Century Rome Through January 20, 2019 The Frick Collection Bruce Nauman: Disappearing Acts Through February 25, 2019 MoMA PS1 Gateway to Himalayan Art Through May 13, 2019 The Rubin Museum of Art The Butterfly Conservatory Through May 27, 2019 American Museum of Natural History Mapplethorpe Opening January 25, 2019 Solomon R. Guggenheim Museum
Photo Credit: Courtesy of the Courtesy of R & A Architecture + Design; Courtesy The Winter Show / Simon Cherry
WINTER EVENT PREVIEW
PARAMOUNT PICTURES STUDIOS FEBRUARY 14-17, 2019 As Frieze prepares for its LA debut, CSQ spoke with Jarl Mohn, CEO of National Public Radio, and Bettina Korek, executive director of Frieze LA (and one of our current NextGens), about its launch, the connections between art and philanthropy, and the role they hope to play in the LA arts community
here; what is needed from the philanthropic and institutional side to strengthen the arts in Los Angeles?
the other 51 weeks of the year. Art has always been at the center of the conversation here, and Frieze LA will help show that.
BK Unrestricted gifts to
How would you encourage those who are interested but do not feel informed enough to begin patronage of art?
museums mean the world to a community like ours. A gift to an institution’s annual fund is one avenue, while memberships provide another.
JM I have believed for quite some time that LA is the creative capital of the world today. That includes the visual arts. More artists live and work in LA today than any other city in the world. Philanthropists and institutions are recognizing that more and more. From Pacific Standard Time to Made In L.A., institutions are providing the venues and platforms to promote the arts community. I’d love to see more. LA isn’t just a creative city. It is the creative city.
What is the importance, for you, of showcasing the broadest scope of LA’s art community? JM Most simply, we need more
Photo Credit: Courtesy of Frieze
of it. This is not a provincial, local view. LA is unique. I don’t think it is said enough even by our own institutions. We are Paris at the turn of the century and NY in the ’50s and ’60s. We need to showcase that more.
In Februar y 2019, media and events company Frieze premiers its contemporary art fair in Los Angeles, which will bring together more than 70 of the most innovative figures in art from across the region and around the world for curated programming, conversations, and site-unique art and film. Frieze LA is the fourth fair from the company, joining Frieze NY, Frieze London, and Frieze Masters, which are considered core events in the New York and international arts markets. How does arts patronage as a whole, through both collecting and philanthropy, lift civic institutions in LA? BETTINA KOREK For many
people, creativity helps us un-
CSQ Q4 2018 / 19
derstand what’s at the heart of being human. Supporting local artists and the organizations that work with them is not only an investment in the future of Los Angeles but encourages empathy and the cultural diversity that makes the city so great.
BK Frieze LA has the potential to not only draw an influx of international visitors to our city but to also stimulate community engagement and awareness about what has been and will always be going on here, during
BK It’s as easy as starting with a museum membership. Pick a museum that you’ve enjoyed visiting the most, or even just the one closest to you. A small step would be to go through a museum’s event calendar and make a point of getting to something, preferably a talk or exhibition walkthrough. It has never been easier to make art a part of everyone’s daily life, and it has also never been a better time to start. JM We need to demystify it. We can start by using easy-to-understand language in museum wall text, art gallery press releases, and art reviews. Galleries need to be inviting when people walk in. I do think museums are starting to do a very good job of reaching out to new collectors or those interested in beginning to collect. We need to find new ways to make people feel comfortable going to museums, getting interesting in supporting them and/or the artists through collecting. It is still frightening to most. END
JARL MOHN I think that any-
one who buys art of any type at any time is a hero for supporting the work of artists and allowing them to continue to do what they do. Collectors and philanthropists who give works or money to institutions make it possible for these institutions to fulfill their missions of reaching more people. LA is known for the strong community of artists based 129
CSQ&A SCOTT HARRISON EXECUTIVE DIRECTOR LOS ANGELES CHAMBER ORCHESTRA (LACO) When Scott Harrison began his tenure as head of LACO, it was Motor City’s loss and the City of Angels’ gain. His fresh approach is bringing more diversity to the orchestra and the orchestra to more varied venues. CSQ spoke with Harrison about how LACO is reaching younger audiences with music older than most buildings in Los Angeles, and fostering the next generation of musicians—and giving. You moved from Detroit to LA to take this key role. What were your biggest motivations?
conductors and soloists are diverse. It’s still a work in progress, but every day we’re trying to get to that ideal that we’re striving for.
LACO recently received a $1.5M grant from the Henry family. What’s the impact of that?
Scott Harrison For me, it was about eval-
Can you tell us about LACO’s partnerships with music schools and emerging musicians?
SH When a couple like Warner and Carol Henry, who have been so pivotal in LACO and are respected leaders and benefactors of the LA arts community, give a gift like that, it sends a message that LACO is an organization making a diﬀerence, and it radiates throughout the community and garners further support. These gifts are called transformational for a reason.
What are some of your top priorities at LACO? SH Among the spheres that is most impor-
tant diversity and equity, which is part of my core philosophy of how arts organizations connect to the community. We have to become more inclusive, more equitable, and more authentic in our institutions. We’ve changed up our programming, featuring a much more diverse array of artists performing at LACO—more women and people of color—and broadening our music repertoire both from the past and the present. We’ve worked thoughtfully to make sure that our
SH We’ve launched a fellowship program for Thornton students, and have reached out to student musicians and audiences at UCLA and the Colburn School. We have a partnership with Inner City Youth Orchestra of Los Angeles. We are connecting student musicians with master classes, and opportunities to help them train and build their skills. And we have a college all-access pass for performances, and a lot of our programs take place on campuses.
What are some other ways in LACO has an impact on the community in LA? SH LACO both on the informal and for-
mal level is always looking to expand our connections and partners. We partner with venues like Hauser & Wirth gallery and Angel City Brewery. We also have joint eﬀorts with the Los Angeles Master Chorale and at UCLA, where we are presenting new works. I try to attend a lot of events and roundtables, and make sure that I’m constantly available for causes that matter to us. Through collaborating with so many institutions in the arts environment, we’re able to further progress as an organization. How does LACO attract audiences in a city that’s full of entertainment options? SH We have a unique format of programs, like our concession concerts, for the culturally adventurous. We hold concerts in nontraditional spaces, like churches and the Huntington Library. We are connecting with a lot of diﬀerent audiences in a lot of diﬀerent ways.
CULTURE & TASTE
Can you share a bit about LACO’s fundraising methodology and philosophy? SH We find a lot of people from our concert
audience become our donors because they experience first-hand what we work so hard on. We want people to believe in the organization through a combination of the diﬀerent ways we impact the community and the arts. We can make connections with donors, who are motivated by a wide array of values, by having them find a value within us that they share, whether that be education, history, or social justice. What are your hopes for LACO in the near future?
SH To continue pushing forward and
living up LACO’s mission in a cohesive and thoughtful way. We want to resume our regional and international touring presence so that LACO can be an ambassador and advocate for the city of LA. And we want to turn up the dial on the creative and immersive part of the experience for the educational programs that we are now launching. Through this we are hoping to empower young people and let them know that they have a voice that should be heard. Ultimately, we’d like to make our creative environment more diverse and the City of LA more cohesive through the beauty that is artistic experience. END
Photo Credit: Ryan West / Lee Salem
uating the role, the organization, and the community. I was very eager to step into a chief executive role. I didn’t want to do that just anywhere; I wanted to do that with an organization that was making an impact with an exceptional quality of art, and freedom in thinking and creativeness. It’s important to be with people who have those fresh eyes and fresh perspectives to their art and music.
Altamarea Group Explores Its International DNA
MICHAEL WHITE Age 47 Residence NYC Family Married, wife and daughter Garage Black BMW X5 Business Over a Drink Omar at Vaucluse Travel Asia Biggest Achievements “I am forever humbled by the many accolades I have achieved in NYC, considered one of the best food cities in the world. Michelin, James Beard, Forbes, The New York Times all mean equally as much
CULTURE & TASTE
to me. And of course, having an international presence now with our restaurants is incredibly inspiring.” Mentors “Gianluigi Morini, Valentino Marcattilii, and so many others.” Sponsors Citymeals LA Eateries Park Korean, Lukshon Up-and-Coming Chefs Molly Nickerson of Marea, Lauren DeSteno Altamarea Group
AHMASS FAKAHANY Age “Too old” Residence NYC, Soho Family “New Yorkers; Wife and kids growing in NYC” Garage Range Rover Business Over a Drink “Vodka Martini, dry to a bone, lemon twist and aerial mist, shaken, extremely chilled.” Travel “Experiencing new cities and cultures in Asia and Middle East. London is my second home.” Success “Building something that others
believe in and who then take to the next level of success and potential.” Mentors “Advice from those with proven ‘character’; people who have experienced enormous success, hardship/failure, and then persevered to succeed again.” LA Eateries “Still really enjoy Cut at the Beverly Wilshire and Rose Café in Venice Beach.” Up-and-Coming Chefs Molly Nickerson, Marea; Scott Schneider, Ai Fiori
On the surface, Michael White and Ahmass Fakahany seem like an unlikely pair. One is a classically trained chef with rock-star tattoos; the other is an accomplished businessman and former Merrill Lynch president and COO. But fate brought them together over a decade ago in New York City’s Soho restaurant FiAMMA, where White earned his first three-star review from The New York Times. After a quick exchange in which the two discovered their shared love of food, they decided that someday, somehow, they would do business together. Long before that chance meeting, White was surrounded by cooking and a robust local farming community in Wisconsin. His father was a banker and avid home cook who planted the seed of culinary talent that bloomed in White as he sought his
Photo Credit: Evan Sung; Liz Clayman; Altamarea Group; Tara Donne; Cristina Macaya; Spencer Starnes
With a nearly 10-year partnership that has rocked the restaurant scene on the East Coast with a roster of Michelin-starred establishments, Chef Michael White and Ahmass Fakahany have expanded on their unique model and gone global—but haven’t lost sight of their original aim: providing a memorable dining experience around the world By Kristen Oliveri
ALTAMAREA GROUP Founded 2009 Current Employees 1,000 Opening Timeline
2007 / SEPT 2008
Due Terre / Due Mari, NJ
MAY / 2009 Marea
OCT / 2010
JAN / 2015
SEPT / 2015
AUG / 2016
Osteria Morini, NYC
Nicoletta, King of Prussia, PA
NOV / 2010
APR / 2017
Ai Fiori, NYC
MAY / 2012
Osteria Morini, NJ
JULY / 2012
OCT / 2013
NOV / 2013
Osteria Morini, Washington, DC
DEC / 2013
Ristorante Morini, NYC
Nicoletta, Citi Field, NY
MAR / 2018
Omar, Vaucluse, NYC
FEB / 2019
Nicoletta Italian Kitchen, Washington, DC
FEB / 2019
JULY / 2019
Osteria Morini, Roosevelt Field, NY
life’s path. “We grew up in a family where, after you finished breakfast, we were asking what we were having for dinner,” he says. “And we were doing organic way before that was a thing in the supermarket.” Cairo-native Fakahany essentially was raised in the service industry. His father, a successful Exxon executive, understood the importance of entertaining clients at home, which made an impression on Fakahany from an early age—especially since he was put to work to make those evenings successful. “I was constantly serving in my own home,” he says. “I loved food and I loved the social setting surrounding it.” White and Fakahany’s shared talents and passions came together in 2007, when they opened CSQ Q4 2018 / 19
Due Terre, an Italian restaurant in New Jersey. With Fakahany still working full time at Merrill Lynch, it seemed like the perfect way to dip their toes into the business of hospitality. “I wanted to do something other than finance and I thought it was time to reinvent myself, so we started charting a path forward,” Fakahany says. Following that endeavor’s success, they decided to take on the world’s toughest food market: Manhattan. “Manhattan is the NFL,” jokes Fakahany, adding that they decided on a new form of Italian fine dining with a killer Central Park location for Marea. The flagship restaurant has come to symbolize the highest level of client service for the Altamarea Group, which also owns Ai Fiori, Vaucluse, Osteria Morini, and Nicoletta, with an impressive 17 restaurants in total. “We are a client firm,” Fakahany says. “Everything we create is from the lens of the client. We are constantly changing because clients’ needs are changing.” Interestingly, the Altamarea Group has a tight ownership team and doesn’t adopt multi-investor strategies, a way to maintain control and be able to respond quickly to any issues in their restaurants. “Consistency and recalibration are part of our pillars,” Fakahany says. They are also keeping up with the times in terms of the impact technology and social media is having on restaurants and hospitality. Given the instant gratification that millennials, among other generations, are partaking in by sharing food photos on social media, Altamarea has to fire on all cylinders around the clock. “We’re living in a 24/7 food cycle,” says White. With an increase in food sensitivities and dietary restrictions, today’s high-end clients also expect full disclosure about where their food comes from, while also demanding the highest quality and sourcing. To that end, Altamarea finds itself in a great position to leverage its purchasing power. “The consumer is the real winner. We use a tremendous amount of striped bass and the No. 1 tuna,” White says. “If we had just one restaurant, we couldn’t aﬀord the quality of seafood that we can because we’d be charged an exorbitant amount for it.”
For White’s casual pizza concept at Nicoletta, the same holds true for the quality of Italian sausage they purchase, using Pat LaFrieda artisanal meats. In markets like Dubai, they leverage connections to Emirates Airlines and the finest markets in Milan, Italy. Growth and the Italian Way
Through a strong financial organization with deep data analytics, the partners carefully seek growth opportunities that align with their core values. In particular, they open new locations where they know they can incorporate local themes and tastes into their global model. Given the group’s “international DNA,” as Fakahany and White put it, it was only natural to expand a few of their culinary concepts outside the United States, most notably in Hong Kong, Istanbul, and, most recently, Dubai, while keeping their core competency alive by serving Italian fare. “Italian is a global food and it’s probably the most comfortable for local palates,” Fakahany explains. “When you’re in Japan, or Dubai, you’ll find pasta with crab, for instance. It’s a very bridgeable cuisine.” They also study local tastes and habits. White spent a great deal of time in Hong Kong to make sure his pizza dough was the right consistency for the region, and was mindful to not add too much cream to sauces, often found distasteful in Asian cuisine. “We had a core menu, but we had to act quickly to align it with local preferences,” he says. For both White and Fakahany, Dubai was the right location to move to next, as it’s not only the gateway to Asia, but also to Europe and Africa. Food Meets Finance
One thing is clear: The pair understands the art of business. They’ve spent years cultivating customers among next-generation Wall Street and global leaders who need somewhere to make deals happen. But equally they have cultivated a link from fashion and entertainment to business. For many that mix defines Marea. They want to do the same with their new Dubai outpost, particularly for international guests
who go back and forth between the two locations. Clients dining at Marea in Dubai, for example, can seamlessly make a reservation for Marea in Manhattan to align with their travel plans. That synergy means a lot to their most important clients, for whom Marea is more than just a restaurant; it’s part of a chic lifestyle, a go-to spot for dinner parties and special events. What comes with such a lofty status is knowing precisely how to source and retain top talent. Marea’s New York general manager is heading to Dubai to maintain the level of service their patrons have come to expect over the last decade. “We are trying to change the culture of hospitality to employ best practices in management, in terms of retention and laying the foundation for consistency,” Fakahany says. Meaningful Partnerships
Fakahany and White know that they can’t be all things to all people, so they are turning toward strategic partnerships and collaborations for concepts like Omar at Vaucluse, which came to the supper-club scene in March 2018. Downtown Greenwich Village supper club owner and socialite Omar Hernandez teamed with Altamarea to utilize the upper level of their Park Avenue, French fine dining restaurant, Vaucluse, together leading the charge to attract a younger generation of diners and return high-society fun to the Upper East Side. Today, the glitz and glamour that lies beyond the black velvet curtains is a huge draw to international royalty, business leaders, socialites, and celebrities. The menu is an homage to diﬀerent tastes and cultures—from Mediterranean dishes to Indian curries, also incorporating crowd favorites like the Tomahawk Chop (a 42-ounce bone-in ribeye) that feeds two to three people. “It’s eclectic and funky,” White says. “We’re following the change in lifestyle and eating habits of the global client.” To wow the discerning palates of the international elite, the menu boasts items like Oysters Royale, a decadent plate of oysters topped with sea urchin and caviar, and an elevated cocktail menu that includes the Casino Royale with Kettle One vodka, Dolin Blanc vermouth, and Cointreau. Fakahany believes in variety and oﬀering new options to upcoming generations, as well as to their tried-and-true client base. There are “diﬀerent horses for diﬀerent courses,” he says. “We need to continually evolve the experience and romanticize the menu.” The Future of Hospitality
For men with seemingly diﬀerent backgrounds, there’s no denying their cutting-edge approach and staying power. Whether it’s expanding their New York City empire to include diﬀerent dining concepts with more aﬀordable price points, or expanding their existing concepts into Asia and the Middle East, the Altamarea Group plans to continually innovate by doing two things really well: applying analytics and good business discipline to the restaurant game and always putting the client first for an exceptional culinary experience. END 134
CULTURE & TASTE
1. Ahmass Fakahany and Chef Michael White in their flagship restaurant, Marea 2. Coming up on its 10-year anniversary, Marea remains a favorite dining spot in NYC 3. Meaning ‘tide’ in italian, Marea uses the ocean as its main focus, exempified in its signature lobster burrata 4. The trendy Omar at Vaucluse has a casual yet sophisticated vibe 5. Build your own pizza at Nicoletta in NYC, New Jersey, or King of Prussia Mall 6. White Label burger and fries at Omar at Vaucluse
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FINE DINING Los Angeles
Inventive LA Newcomers Meet Diverse Hotspots and a Classic in NYC
A James Beard Award-winning chef brings modern California cuisine to LA’s Downtown Arts District and Eataly’s Terra lands to delight in Century City, while Manhatta is perched in the clouds for a scenic meal and Le Bernardin continues to define world-class dining in New York By Brittany Fuisz and Michele Raphael
Élephante Santa Monica
At newly opened Élepha nte, guests are treated to inviting cuisine, a chic atmosphere, and a stunning ocean view. Restaurateur Nicholas Mathers of Goldie’s and Eveleigh in West Hollywood has moved to the Westside to create this welcome addition to Santa Monica nightlife, as well as a popular lunchtime gathering spot. Start with the whipped eggplant, served with puccia bread straight from the oven. The savory dip is creamy, and the bread is topped with flaky finishing salt.
Or enjoy the Manilla clams with pancetta, orange wine, scallions, and toast in a light but flavorful broth. Grass-fed Aspen Ridge Ribeye is the star of the show and so juicy that you’ll want to come here every time you crave steak. A side of broccolini with cashew pesto, crispy shallot, and chili oil is a healthy but tasty side. End the meal with the seasonal crostata and one more lingering peek at the sparkling-blue Pacific. elephantela.com
CULTURE & TASTE
Broken Spanish Downtown Los Angeles
Chef Ray Garcia has come into his own at Broken Spanish, a modern take on Latin American flavors, located just steps away from the Staples Center and L.A. Live. Start with one of the handmade cocktails, many made with tequila. The Mayahuel, served with serrano-infused tequila blanco, pineapple, fresh lime juice, and canela bitters, is surprisingly smooth, while the Oaxacan remedy with mezcal, fresh ginger, honey, and lemon is breezy and refreshing. Order the handmade tortillas right away, as you’ll want to enjoy them with the rest of the dishes. The spinach tamale brings green garlic, cucumber, green apple, pistachio, celery root, and feta cheese together for a turn on a classic dish. Pollo prensado presents a juicy and crispy chicken thigh with guajillo chili to pack the heat. For a main, the barbacoa is tender and rich, with short ribs, sangre de toro beans, bacon, and chipotle, and the side of esquites is a delectable choice with bone marrow, chile guero, cotija, and epazote. brokenspanish.com
1. Indulge in an oceanside breeze while sipping handmade cocktails on the roof of Élephante 2. Broken Spanish has an authentic homestyle feel 3. The chicharron at Broken Spanish is made with elephant garlic mojo, radish sprout, and picked herbs 4. Perched atop Eatly, the new Terra boasts city views throughout the restaurant 5. Low lighting and close seating at Simone allow for an intimate vibe 6. Simone’s burrata with plum confit, nigella, purslane, and mint, paired with crispy bread
Photo Credit: Élephante — Connie & Stuart Uy; Broken Spanish — Broken Spanish; Simone — Rob Stark; Terra —Elizabeth Daniels
Simone Arts District
Terra at Eataly Century City
This downtown newcomer is dressing things up as James Beard Award winner Jessica Largey serves modern California cuisine in a historic building most recently utilized as a photography studio. The space was redesigned to be lofty yet warm. Bespoke brass lighting, concrete floors, and antique mirrors contribute to an atmosphere that feels Art Deco with a touch of industrialism. The food is familiar with a contemporary flair. A grilled Caesar salad is a new take on traditional, using brassicas (a cruciferous veggie) as the base instead of romaine. Charred squash elevates a simple zucchini with macadamia salsa and nectarine over a bed of creamy parsnip puree. Ricotta gnudi are pillow-like morsels in a bed of grated tomato with guanciale and micro basil. Sturgeon is a delicate presentation of the mild fish, with blistered shishitos in a simple broth. End the meal with a whimsical cocktail in Duello, the front bar, tended by Ian McPherson, who shares the history of the Arts District through libations. simoneartsdistrict.com
Eataly comes to Los Angeles by way of New York and Chicago. Its latest restaurant, Terra, is the new place to be at the redesigned Westfield Century City mall. Make your way up a winding staircase to the roof deck, which boasts views of Beverly Hills and open wood-fire cooking. The simple but excellent rustic Italian fare and an expansive drinks menu are inspired by “earth, gin, and fire,” enjoyed next to firepits. Start with smaller plates, like a chargrilled artichoke or a delicate tuna crudo with shishito pesto. Make your way to one of the pastas, authentic
and loaded with flavor, like the bolognese made with pappardelle or garganelli with mushrooms. The wet-aged porterhouse is around 32 ounces and perfect for sharing. Be sure to save room for dessert as the gelato cart is a showstopper. Fior de latte gelato comes out piled a foot high and is scooped tableside with your choice of nuts, cookies, hot fudge, cherries, sea salt, or olive oil toppings. A classic tiramisu with sweet mascarpone, layers of coﬀee-soaked ladyfingers, and cacao is an excellent version of the Italian staple. eataly.com/us_en/stores/los-angeles/la-terra
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FINE DINING New York 1. New York City is the star from every seat in the house at Manhatta 2. Executive Chef Jason Pfeifer joined Manhatta this summer, bringing international inspiration to the menu 3. Manhatta’s warm vanilla soufflé drizzled with butterscotch sauce 4. The Whirlwind at Henry blends scotch, peanut, concord grape, lemon, and egg white together 5. Enjoy Henry’s bone-in beef shortrib with wok millet, roti, black beans, and hoisin BBQ sauce 1
6. The warm atmosphere at Henry is perfect for a cozy, winter meal
Henry at Life Hotel NoMad
Manhatta Financial District
Union Square Hospitality Group’s newest venture, Manhatta, atop the 60th floor of a skyscraper on Liberty Street, is an upscale and minimalist spot for an exceptionally scenic dining experience. The floor-to-ceiling windows and optional, open-kitchen-counter seating lend a relaxed but not overly casual feel. The prix fixestyle menu, with simple yet elegant dishes, ranges from a bright, tasteful first course of silky foie gras to a creative and balanced dessert of chocolate crémeux with caramel-miso ice cream. Oth-
er first-course oﬀerings include the boldly flavored escargot and tender, chive-laden cervelle de veau. When ordering your main, don’t skip Manhatta’s succulent and lightly crispy crescent duck. Finish with sticky and sweet date cake, delicate vanilla souﬄé, or a quince sorbet with poached pears. If you prefer savory over sweet, a refreshing and tart Leonora goat cheese, imported from Spain, is an ideal third course. Although you surely won’t want to leave the expansive view of the city’s (and Brooklyn’s) glittery night skyline, when time to head out, your departure will go smoothly: Manhatta is a no-tipping restaurant, so once you’ve paid, you’re free to enjoy your evening. manhattarestaurant.com
CULTURE & TASTE
James Beard Award-nominated chef Joseph “J. J.” Johnson brings the African Diaspora to Midtown-meets-Downtown Manhattan with Henry at Life Hotel, inspired by Pan-African, Latin, and Caribbean regional specialties. Choose two or three dishes from Henry’s 15-dish dinner menu, or all 15 with “It Was All a Dream” for sharing with your tablemates. Start with a textured tuna tartare or the searing and rich shrimpand-pork dumplings with Harlem curry. Continue your culinary journey with the salmon noodles, laced with bok choy and edamame for an Asian twist. Or try the pan-roasted scallops, served with hominy stew and braised pork. If sharing, it’s a must to order the braised short ribs, which draw influences from several cultures, with BBQ hoisin sauce and accompanying roti. Enjoy a cocktail or two, composed of housemade syrups and ingredients by mixologist Pamela Wiznitzer. For dessert, choose from a selection of cardamom-infused chocolate mousse, purple yam sweet potato pie, or dulce de leche popsicle–or the foie gras crispy treat, a spin on a kids’ classic. henrynomad.com
Photo Credit: Manhatta — Daniel Krieger & Emily Andrews; Henry — Beatriz da Costa; Scampi — Evan Sung; La Bernardin — Daniel Krieger
7. Try tuna acqua pazza garnished with Calabrian chiles for a kick at Scampi
Le Bernardin Theater District
Italian fare with an upscale flair is on the menu at the casual yet hip Scampi, owned and operated by executive chef P. J. Calapa. For lunch or dinner, you can start your meal with the tuna acqua pazza, a tartare enhanced with Calabrian chiles. The endive with parmesan, brussels sprouts with ricotta salata or beets with sheep’s milk ricotta balance flavors such as pistachios or fried capers with the creaminess of the cheese and umami from the vegetables. For an entrée, the mezzaluna-braised pork ravioli is a favorite, as is the langoustine scampi, with a delicate nod to the restaurant’s namesake. To cap oﬀ your meal, order the panna cotta with grape granita; since grape ice cream is nearly impossible to make, this granita is the closest thing to it that you’ll find in the city, as well as being a sweet and refreshing finish. Bring a credit or debit card for a smooth exit, as Scampi is a cashless restaurant. scampinyc.com
Gourmands from around the globe have made the pilgrimage to Le Bernardin for a truly memorable meal with a price tag to rival their airfare. Led by James Beard Award-winning head chef Eric Ripert, this impeccable threestar Michelin-rated destination restaurant, recently lauded as No. 2 in the world, continues to live up to its stellar reputation under the direction of co-owner Maguy Le Coze. Le Bernardin’s prix fixe-style menu gives a variety of options: Choose lunch, dinner, vegetarian tasting, chef’s tasting, Le Bernardin tasting, or City Harvest–or order à la carte from the lounge menu. Enhance your selection with a glass or two from Le Bernardin’s impeccable wine list, curated by Wine Director Aldo Sohm, to complement the French and Andorran influences in Chef Ripert’s dishes. Sohm was named the 2008 Best Sommelier in the World, so you can rest assured that whatever he chooses will be the perfect accompaniment to each course, whether you begin your meal with the expertly executed seared langoustine with foie gras crouton and balsamic-truﬄe vinaigrette, or a classically elegant celeriac velouté. Take note that if you decide on one of the tasting menus, your companions must order the same one, as they are per table only, but sure to delight all. le-bernardin.com
8. Open communal seating creates a friendly feel at Scampi 9. Scampi’s grilled beets paired with sheep’s milk ricotta, pistachios, and dill 10. Fluke-Enoki mushroom spring roll with Junmai-Shiso-infused tomato water at Le Bernardin 11. Le Bernardin’s four-course prixfixe offers an exceptional baked lobster with butternut squash manicotti 12. Le Bernardin remains at the height of style with its classic dining room 12 CSQ Q4 2018 / 19
From the former first lady to Christie’s senior vice president, powerful people have created powerful stories to enjoy at the dawn of 2019
Empowering Reads and Listens
By Gabriela Capasso
The Most Powerful Woman in the Room Is You Lydia Fenet Release Date April 9, 2019 Pre-Order Available Now
Just Giving: Why Philanthropy Is Failing Democracy and How It Can Do Better Rob Reich
Becoming Michelle Obama
Touchstone 320 Pages
Princeton University Press 256 Pages
Crown Publishing Group 448 Pages
Press Play Host Madeleine Brand
The former NPR reporter explores issues that Angelenos care about, examining the latest ideas and trends shaping LA and the world, in discussion with newsmakers, big thinkers, and local legends. PLOT Seasoned auctioneer and senior vice president of Christie’s Lydia Fenet is no stranger to commanding a room, and in her compelling new book she helps readers embrace and channel their own inner power through discussion of strategies—from sharpening one’s poker face to never apologizing—to build confidence and achieve success. MEAT Fenet captures attention through her engaging and innovative storytelling, leading readers on a journey through her own life and career: getting her foot in the door at Christie’s, her encounters with salary inequality, and how she rose through the legendary organization. TWIST Fenet’s inclusion of other successful women’s voices from business, fashion, journalism, sports, and the arts, sharing thoughtful insights on navigating this crazy, challenging, and often rewarding life.
CULTURE & TASTE
PLOT Is philanthropy harming democracy? Rob Reich, a professor of political science at Stanford University, examines how even well-intentioned giving from the wealthy could be a threat to rights and justice. MEAT Reich delves into the world of “big philanthropy,” asking who reaps the real benefits, considering tax exemptions, the exercise of power, and glorification of wealth—even while philanthropy is governed by strict laws. He also details ideas on how to solve this dilemma. TWIST If foundations focus on what Reich calls “discovery,” or expanding democratic experimentation through innovation, decentralize power, and draw a clear line between individual philanthropy and private foundations, philanthropy can help sustain democracy.
PLOT A riveting and intimate look into the life of the former First Lady Michelle Obama, who weaves her story from her upbringing in Chicago’s South Side to calling the White House her home for eight years. The year’s bestselling book, just weeks after its publication, serves as an in-depth exploration of Obama’s advocacy for women’s and girls’ rights, as well as helping to create the most inclusive White House in history. MEAT Our first African-American first lady shares anecdotes from her life, including her perspective on some of the country’s most harrowing episodes and how she stayed grounded while the partner to the most powerful man in the nation. TWIST With unabashed honesty and wit, Obama touches on her ups and downs, from her stint doing Carpool Karaoke, to issues with infertility, and raising her two daughters under a brutal media lens. A woman of substance, her story resonates and inspires.
This American Life Host Ira Glass
Since 1995, with unmatched skill, Ira Glass has hosted a radio show weaving together themes and stories to create a one-of-a-kind experience that makes listeners actually look forward to their commute or treadmill time. As a podcast, it reaches 2.2 million people each week, with fascinating looks at American culture that captivate hearts and minds.
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144 Visionaries Awards in Sports & Entertainment 148 First Lady Jacqueline Kennedy Birthday Celebration 149 Concordia Summit 150 Chase Foundation Golf Tournament 151 100Roofs Gala 152 ACG Conference
The 2018 Concordia Summit (p. 149) featured honorary heads of state, including President of Colombia Ivรกn Duque Mรกrquez, international C-Suite executives, such as President and Founder of Eurasia Group and GZERO Media Dr. Ian Bremmer, senior administration officials, and nonprofit leaders from around the world
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CSQ’S 2018 VISIONARIES AWARDS IN SPORTS & ENTERTAINMENT
September 13, 2018 Metropolis Downtown Los Angeles, CA
HONOREES 2018 Visionary of the Year Brian Grazer Chairman, Imagine Entertainment Bonin Bough Host, CNBC’s Cleveland Hustles; Chief Growth Officer, Bonin Ventures Ted Chervin Partner, ICM Partners Will Guidara Co-Owner, Make It Nice Hospitality Group Daniel Humm Co-Owner / Chef, Make It Nice Hospitality Group Jeff Levick CEO, The Players’ Tribune David Renzer CEO, Spirit Music Group
CSQ’s 2018 Visionaries Awards in Sports & Entertainment honored Visionary of the Year Brian Grazer and Visionaries, Thought Leaders, and NextGens featured in the Q3 edition of the magazine. The event was hosted at Metropolis in downtown LA, allowing attendees a glimpse of the newly designed luxury residence and events space. Guests mingled and networked over premium wine, scotch, and tequila tastings and sampled a delectable cocktail menu from Chef Isaiah of L.A. Roots Catering. The awards kicked off with a special video welcome and congratulations from former CSQ Visionary LA City Mayor Eric Garcetti. Brian Grazer shared his touching and enlightening story of overcoming childhood dyslexia and a lack of hope for his future to become one of the foremost leaders in Hollywood. Also recognized onstage were featured guests Assemblywoman Sydney Kamlager-Dove, Managing Partner of Bryant Stibel Pete Delgrosso, and NoMad Los Angeles General Manager Ramzi Budayr. 144
Gillian Zucker President of Business Operations, LA Clippers
ALSO HONORED 2018 CSQ NextGen10 in Sports & Entertainment: Anthony Carrigan Actor & Activist Ana de Diego CEO, Spark & Riot Justin Jeffrey Giangrande Executive Vice President, VaynerSports Lucas Keller CEO & Founder, Milk & Honey Music Talia Veronica Kocar Vice President of Content, Mammoth Media Liz Levy Executive Creative Director, Complex Networks Alexandra Machinist Partner, Literary Agent, ICM Partners Nick Mann Senior Director, Premium Sales for Staples Center & Microsoft Theater Jo Piazza Bestselling author Omar Raja Founder, House of Highlights
1 Blackbird & Arena Wine tastings 2 Pete Delgrosso, Jeff Levick 3 Veronica and Brian Grazer, David Wurth 4 LA Mayor Eric Garcetti
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1 Metropolis’ Winston Yan, Mark Levinson 2 Ramzi Budayr 3 Revel Avila tequila tastings 4 Nick and Andrea Mann and the AEG / Staples Center team 5 Noelle Suarez, Michele Tebbe, David Angelo, Anahid Shahrik 6 Winston Yan 7 CSQ’s Robert Kenney, guest, Liz Levy
EVENT SPONSOR Metropolis SPONSORS Boys & Girls Clubs of Metro Los Angeles Clay Lacy Aviation Ernst & Young LLP Inspirato Staples Center Premium Seating
BRAND PARTNERS Blackbird & Arena Wines Belfiore Design L.A. Roots Catering The Macallan Revel Avila
1 Liz Levy, Talia Kocar, David Wurth, Lucas Keller, Ana de Diego 2 L.A. Roots Catering 3 Gillian Zucker, Assemblywoman Sydney Kamlager-Dove 4 Nadia and Shaz Kahn 5 Macallan tastings 6 Lucas Keller 7 CBS Radio Senior Money News Anchor Frank Mottek serving as event MC
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PHOTOGRAPHY Adam Bussell EVENT CONTACT email@example.com
FIRST LADY JACQUELINE KENNEDY HONORED ON HER BIRTHDAY AT WHITE-HOUSE HISTORICAL ASSOCIATION EVENT
July 26, 2018 New-York Historical Society New York, NY Organization White House Historical Association Mission The White House Historical Association’s annual birthday celebration for the late First Lady Jacqueline Kennedy at the New-York Historical Society
Event Highlights Guest speaker David M. Rubenstein, Co-Founder and Co-Executive Chairman of The Carlyle Group; Founder of the David M. Rubenstein Center for White House History, Chairman of the Kennedy Center for the Performing Arts, noted philanthropist, and host of The David Rubenstein Show, spoke about the late Jacqueline Kennedy’s legacy.
Notable Speaker David M. Rubenstein Notable Guests John Rogers Anita McBride Tina Tchen Rickie Niceta Ann Compton Teresa Carlson
Media Partner C-Suite Media / CSQ
PHOTOGRAPHY CREDIT Fadi Kheir EVENT CONTACT Lucy Crowley LCrowley@whha.org
1 David M. Rubenstein 2 John Rogers 3 Bonnie McElveen and guest 4 Stewart McLaurin, guest, and David M. Rubenstein 5 Anita McBride and guest 6 John Rogers and guests
2018 CONCORDIA ANNUAL SUMMIT September 24 & 25, 2018 Grand Hyatt New York New York, NY Organization Concordia Mission Concordia is a member-based organization dedicated to actively fostering, elevating, and sustaining cross-sector partnerships for social impact. Notable Participants Akon H.E. Nana Akufo-Addo H.E. Ivan Duque Marquez Monica Geingos Hon. John Hickenlooper H.E. Paul Kagame Thomas S. Kaplan Gayle King Dara Khosrowshahi Jennifer Lawrence Bernard-Henri LĂŠvy Mike Masserman Danilo Medina Malika Saada Saar Liz Schrayer Premal Shah Brad Smith H.E. Michel Temer Ivanka Trump H.E. Alexis Tsipras Programming Sponsors ARK Advisors, Arton Capital, Comcast NBCUniversal, Consensys, H&M Foundation, Libra Group, NBCUniversal Telemundo, Phillips Morris International, Postmates, Thomson Reuters, Uber, Union Maritime, Upwardly Global, Walmart Media Partner C-Suite Media / CSQ
PHOTOGRAPHY CREDIT Concordia EVENT CONTACT Sam Matino +1 (646) 568-1252 firstname.lastname@example.org
CSQ Q4 2018 / 19
1 Monica Geingos, Vivian Onano 2 Michael del Castillo, Akon 3 Lawrence Williams 4 Amb. Paula J. Dobriansky, HRH Princess Lamia Bint Majed Saud AlSaud 5 Petra Nemcova 6 Matthew Swift, H.E. Hassan Al-Thawadi 7 Gayle King, Jennifer Lawrence, Joshua Graham Lynn 8 Hon. Yvonne Aki-Sawyerr, Frank Giustra, Hon. Keisha Lance Bottoms 9 H.E. Nana Akufo-Addo receiving an award from Executive Vice President and Head of International Affairs for the U.S. Chamber of Commerce Myron Brilliant
21ST ANNUAL CHASE FOUNDATION GOLF TOURNAMENT October 8, 2019 Sherwood Country Club Thousand Oaks, CA 2
Organization The Chase Foundation Mission The Chase Foundation, a nonprofit organization dedicated to improving quality of life for hospitalized children, held its 21st annual golf tournament with all proceeds going to Child Lifeâ€™s Program. The tournament, along with its donors, sponsors, and players, brought in more than $365,000 for hospitalized children and their families.
Hosts Robin Richards Founder, The Chase Foundation Tom Heymann Board Member, The Chase Foundation Fred Scholder Board Member, The Chase Foundation Event Highlights The day began with a putting contest alongside a Bloody Mary and margarita bar. The tournament started at 11:30 a.m. and lasted throughout the afternoon, concluding at 4:30, when the cocktail and auction hour began. Along with the auction, guests also participated in a hole-in-one contest for the prize of a two-year Bentley lease. Sponsors AV Masters, Bob Smith BMW, Fazio Oâ€™Gara Coach Company, Harry & David Jano Printing & Mailworks, Providence Tarzana Medical Center, Roberes Jewelry, Smokehouse, UCLA Health, Wheels Up
Media Sponsor C-Suite Media / CSQ
PHOTOGRAPHY CREDIT James Whitehead EVENT CONTACT Director of Operations Chase Foundation email@example.com 818.260.3135
1 John McEnroe, Robin Richards, Wayne Gretzy 2 Event swag 3 Gioia and David Wurth 4 Mike Haney, Pat Dahlson, Mark Pettibone, Bob Merette, John Odell 5 Mark Pettibone 6 Susan Richards 7 Wayne Gretzky, John McEnroe, Trevor Gretzky, Mick Cavalier
100ROOFS FUNDRAISING GALA September 20, 2018 Conga Room at LA Live Downtown Los Angeles Organization Today, I’m Brave Mission The Gala’s mission was to raise $500,000 for the nonprofit’s key initiative for 2018, the 100Roofs project, which aimed to build 100 roofs in Puerto Rico following the devastation created by the hurricanes last September. More than 350 people attended the inspiring and elegant evening, and successfully helped to exceed in giving beyond the goal amount. Guests enjoyed the evening’s live auction, salsa dancing, cigar rolling, rum tastings, and special performances by Grammy Award-winning band Ozomatli. The Gala was one of the most successful fundraisers for Today, I’m Brave to date.
Hosts Ramon Rodriguez & Rosie Perez Notable Attendees Mahershala Ali, Moonlight Guillermo Diaz, Scandal Jon Huertas, This is Us Crazy Legs Draco Rosa, Menudo Jimmy Smits, L.A. Law Lisa Vidal, Being Mary Jane Organization Founder David Angelo, Founder, Today I’m Brave; Founder / Chairman, David & Goliath Sponsors Sponsors for the evening included Innocean Worldwide, iHeart Radio, Red Bull, Wells Fargo, Merrill Lynch, Ameriprise Financial, thelab, Silver Lining Entertainment, United Talent Agency, Golden Boy Boxing, Boxer Gennady Golovkin, NBC Universal, Disney, Showtime, and many of LA’s top production companies.
Media Partner C-Suite Media / CSQ PHOTOGRAPHY CREDIT Today, I’m Brave EVENT CONTACT Anahid Shahrik firstname.lastname@example.org
CSQ Q4 2018 / 19
1 David Wurth 2 Natalie Martinez 3 Ramón Rodriguez, Rosie Perez, Mahershala Ali, Amatus Sami-Karim, Tiffany Persons 4 Ramón Rodriguez, Rosie Perez, David Angelo
2018 ACG LA BUSINESS CONFERENCE September 25 & 26, 2018 The Beverly Hilton Beverly Hills, CA Organization ACG
Mission The nationâ€™s premier deal-flow and business conference featuring two days filled with exciting keynote panels from high-level business leaders. Keynote Speakers Richard Branson Founder, Virgin Group Peter Guber CFO, Mandalay Group; Owner & Co-Managing Partner, Golden State Warriors; Co-Owner, Los Angeles Dodgers
John Hennessy Chairman, Alphabet; Tenth President of Stanford University Theresa Tucker Founder, Blackline
Gold Sponsors Capital One Commercial Banking, Houlihan Lokey, Intrepid Investment Bankers, Sheppard Mullin Silver Sponsors Amazon Web Services, D.A. Davidson Investment Banking, EPIC Financial Counseling, Jeffers Mangels Butler & Mitchell LLP, Generational Group Event Sponsors Buxbaum HCS, CohnReznick, Crowe, Duane Morris LLP, FocalPoint Partners LLC, Greif & Co., MB Financial Bank, Sherwood Partners
Supporting Sponsors CSuite Financial Partners, Comerica Bank, Greenberg Glusker, JK Murphy Advisors Media Sponsors Buyouts Insiders, C-Suite Media / CSQ, KNX News Radio, Mergers & Acquisitions PHOTOGRAPHY CREDIT Westside Studio for ACG Los Angeles EVENT CONTACT Mina Trujillo Chraft PR email@example.com 213.973.6110
1 Margaret Stanley, Jim Freedman 2 Conference attendees 3 Missy Stern and Farrah Holder with attendees 4 Forging connections 5 The Deal Room
Advertiser Index AKA West Hollywood stayaka.com
Château Peyfaures chateaupeyfaures.com
American Red Cross redcross.org
Clay Lacy claylacy.com
Commercial Bank of CA cbla.com
Blade Partners blade.flyblade.com
Enterprise Florida enterpriseflorida.com
Boys & Girls Club - Metro LA bgcmla.com
Ernst Young - LA ey.com
Gish Seiden gishseiden.com
Cal Lutheran callutheran.edu
Hughes Marino hughesmarino.com
Chase Foundation chasefoundation.org
Jet Edge flyjetedge.com
Junior Achievement of Southern California jasocal.com Karma Automotive karmaautomotive.com L.A. Roots Catering larootscatering.com Malibu Country Mart malibucountrymart.com
One Coast Pacific Palisades liveonecoast.com The Agency Theagencyre.com The Music Center musiccenter.org The Resort at Pelican Hill pelicanhill.com
Mending Kids mendingkids.org
The Wallis Annenberg Center for Performing Arts thewallis.org
Metropolis / Greenland USA metropolislosangeles.com
Today, I’m Brave todayimbrave.org
New West Symphony newwestsymphony.org
TravelStore Inc travelstore.com
Officine Gullo officinegullo.com
White House Historical Society whitehousehistory.com
Art of Mere LLC 56 Ascott Marunouchi Tokyo 102 Association to Benefit Children 78 Benenson Capital Partners 62 Bentley 36 Beverly Wilshire Hotel 58 Bezos Day One Fund 49 Bill & Melinda Gates Foundation 65 Bloomberg Philanthropies 49 Broken Spanish 136 Burberry 32 Cayton Children’s Museum 128 Chrysalis 61 Citymeals 132 Civic Nation, #VoteTogether 55 Core Club 40 CostaBaja Golf Club 100 Cross Campus 52 Damen 38 Davidoff 30 Deedly 56 El Cortes 100 Élephante 136 Emerge212 53 Ermenegildo Zegna 32 Frieze 56,129 GEARYS 43 Ginza Kojyu 102 Goldman Sachs Group 48 Gorilla Doctors 34 H Club 40 Hammer Museum 49 Harry’s 57 Haseen 38 Hotel Chinzanso Tokyo 102 IKEA 49 Jaguar 37 JP Morgan Chase 49 JÜV Consulting 54 KEF 106 Lamborghini 37 Latitude Capital 65 Laura and John Arnold Foundation 48 Learning Lab Ventures 54 Lone Wolf Cigar Company 30 Los Angeles Chamber Orchestra 130 Louis Vuitton 29 Lynda and Stewart
Resnick Cultural Center 49 Mercedes 36 Merrill Lynch 133 Michelson 20MM Foundation 66 Michelson Found Animals Foundation 66 Michelson Medical Research Foundation 66 Montalba Architects 98 Natural History Museum 128 Nicoletta 133 Nîmes Capital 60 Nobu Ryokan 98 Norton Simon Museum 128 Oracle 49 Osteria Morini 133 Paramount Pictures Studios 129 Patek Philippe 43 Peloton 57 Pfizer 48 Polonsky Foundation 49 R&A Architecture + Design 128 Raise Your Hand Texas Foundation 48 Redefy 54 Ritz Carlton 102 Rockefeller Brothers Fund 49 Rockefeller Foundation 64 Rokurinsha 103 Sea Change Foundation 49 ShareWell 128 Simms/Mann Institute 78 Simone 137 Starbucks 48 Sushi Arai 102 Swing Left 57 TCS World Travel 34 Terra at Eatly 137 The Akilah Institute 34 The Annenberg Foundation 61 The Atlantic Council 64 The Peninsula Hotel 99 The San Antonio Museum of Art 118 Tokyo Station Hotel 102 Trilateral Commission 64 Ujenzi Charitable Trust 34 USC Lawrence J. Ellison Institute for Transformative Medicine 49 UNICEF 28 Visionary Women 60
Editorial Index PEOPLE Ahmed, Ziad Annenberg, Wallis Aossey, Nancy Arnold, John & Laura Benenson, Lawrence Bezos, Jeff Bezos, Mackenzie Bloomberg, Michael Blumenthal, Neil Blumenthal, Thomas Buchenholz, Gretchen Butt, Charles Cayton, Barry and Andrea Chan, Priscilla Clinton, Hillary Conger, Carolyn Dell, Michael & Susan DeSteno, Lauren DeTomasi, Tracy DiNero, Robert Ellison, Larry Fakahany, Ahmass Ferriera , Davina A. Fenet, Lydia Garcia, Ray Gates, Bill & Melinda Geffen, David Gehle, Shawn Glover, Lucas Gores-Fredston, Rochelle Harrison, Scott Heerdt, Steffan Herle, Anja Van Herrera, Jorge Hillman, Henry Irving, Florence Jean-Marie, Angie Kang, Esther Y. Kawakami, Takafumi Korek, Bettina Largey, Jessica Levick, Lily Mann, Victoria Marcattilii, Valentino Masekela, Hugh Masekela, Selema Mathers, Nicholas
CSQ Q4 2018 / 19
54 61 58 48 62 49 49 48 120 43 79 48 128 48 65 60 48 132 78 98 98 132 54 140 136 48,65 48 126 101 54 130 103 123 101 48 48 55 55 103 127 137 78 78 132 49 45 136
Matsuhisa, Nobu Mere, Watson Miyazaki, Shintaro Michelson, Dr. Gary Michelson, Alya Mohn, Jarl Morini, Gianluigi Murray, Bill Nazarian, Angella Nazarian, David Nickerson, Molly Obama, Barack Obama, Michelle Omidyar, Pierre & Pam Player, Gary Polonsky, Leonard Reich, Rob Resnick, Andrew Resnick, Lynda & Stewart Rubenstein, David M. Savimbi, Jonas Shah, Rajiv Simms Mann, Victoria Simon, Bob Simon, Nat Swan, Serinda Swift, Matthew Teper, Meir Tillinghast, A.W. Tisch, Laurie M. Tisch Blodgett, Carolyn Tisch-Sussman, Emily Vagelos, Roy & Diana Watney, Nick White, Michael Wodarcyk, Dan Woods, Tiger Zuckerberg, Mark
98 56 102 66 66 127 132 103 60 60 132 65 140 48 100 49 140 56 49 50 59 64 90 58 49 56 57 98 101 72 57 57 48 101 132 126 90,101 48
ORGANIZATIONS Activist Artists Management 49 Adidas 49 Ai Fiori 133 Airbnb 49 Airbus Corporate Helicopters 34 Alegria Bilingual Magazine / Media 54 Altamarea Group 132 Amgen 48
C-SUITE QUOTED 60
In diﬀerent parts of your life cycle, there are discussions about having it all, and I’ve always said that you can have it all but not all at the same time.
We are trying to change the culture of hospitality to employ best practices in business management in terms of retention and laying the foundation for consistency.
I was drawn by the chance to be a part of demonstrating to the world that America can lead with its values, and when it does, it can lift people up, create partnerships, improve our own security and stability, and showcase what’s so great about this country.
Dr. Rajiv Shah
I would like to be regarded as a charitarian, not as a philanthropist.
If you want to do something, just do it. Then people will get on board.
Why should someone’s zip code or the circumstances of their birth dictate the quality of their life or their health?
Lawrence B. Benenson
Dr. Gary K. Michelson
Laurie M. Tisch
We grew up in a family where after you finished breakfast, we were asking what we were having for dinner.
If you can be eﬀective in Afghanistan, you’d probably be eﬀective anywhere.
Any American will probably get a sense that tax dollars are at work supporting [historic] places. And that would largely be true. But, in fact, private contributions are essential to keep [them] operating at the level the public has come to expect.
Chef Michael White
David M. Rubenstein
2018 Greater Los Angeles Award winners Brighter, Inc. · Technology
Inspire · Cleantech & Renewable Energy
FIGS, Inc. · Emerging
Radiology Partners · Health
Dr. Anthony Gabriel Rich Whitney
Celebrating the entrepreneurs who break the mold. Congratulations to the Entrepreneur Of The Year® 2018 Greater Los Angeles Award winners! They now join more than 10,000 business leaders celebrated for their abilities to see past the present to create the future. Good luck at the national awards! To learn more about this year’s ﬁnalists and winners — or to nominate someone for 2019 — please visit www.ey.com/us/eoy/greaterla. Follow us @EY_EOYUS for the latest news and updates and use #EOYGLA to join the conversation.
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Trina Spear Co-CEO
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System1 LLC · Marketing Technology
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Andy Puddicombe Co-Founder
Master Entrepreneur Arie Belldegrun, MD, FACS Visionary surgeon, scientist and life sciences entrepreneur
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