A shared vision for the future

The Future of Graded August 22, 2013 Dear Friends of Graded, Welcome to a very special lunch. I would like to thank Fernanda Ingletto Vidigal, Roberta Paes de Almeida, Lorena Pinheiro Lima Souza and Veronica Sverner Arruda for graciously hosting this important lunch.

Over the last 93 years, Graded has been recognized as an educational leader that provides the highest quality education - one that promotes excellence, creativity, and diversity. Now, as our community grows and evolves, we must take critical steps to move forward and ensure that Graded can offer the best learning experiences possible for many more years to come. This effort for the future of the school will be historic and focus on three key areas: Endowment, Expansion, and Enhancement.

Your participation as parent and alumni leaders is vital to our success in reaching strategic goals. The purpose of this event today is twofold: to share our vision for Graded and hear your feedback; and to inspire you to get involved - by making a leadership gift commitment, helping grow the prospective donor population of the school and participating in a future event.

I would also like to thank Roberto Sallouti, our Board Chair, as well as the entire Facility and Development Committee: Renato Ochman, Chair; Ana Cabral-Gardner; Carlos Hitoshi; and U.S. Consul General Dennis Hankins. This group has worked tirelessly to lead this important effort. Over the last three years, they have provided counsel and financial commitments to make this vision a reality. Please review the enclosed materials that offer a more extensive introduction to Priority Areas and Opportunities for Involvement.

Thank you for attending today. This is an extraordinary time for our school and a tremendous opportunity for us to get involved to impact the entire Graded community today and for tomorrow. I am confident that when we stand together as a community, results will be transformative.

All the best, Lee Fertig Superintendent

1 Endow 2 Expand 3 Enhance

1

Endow In planning for the future, Graded must strengthen Scholarship and Professional Development Endowment Funds to ensure it can attract and foster the brightest students as well as train the most talented teachers. Gifts towards these Endowments serve as permanent investments in the school that continue in perpetuity. Assets of each Endowment Fund are invested and a percentage of the value is spent each year, while any remaining earnings are used to build the market value so the funds continue to grow. Endowment Funds serve as a lasting legacy by providing an annual investment into Graded’s future.

Scholarship Endowment Giving Opportunities range from R$100,000 to R$5 million+ and include the following: • Full and Partial Scholarships • Scholarship Student Support Fund • Annual Trip Fund • International Travel Fund Professional Development Endowment Giving Opportunities range from R$100,000 to R$2 million and include the following: • 21st Century Learning Fund • Summer Study Program • Research Fund • Educator Speaker Series • Professional Learning Semesters • Faculty Positions

2

Expand & Renovate In order to create the best environment for learning and meet the growing need of both International and Brazilian applicants, Graded must make it a priority to expand the campus and renovate aging infrastructure over the next five years. The school, in partnership with Zannettini Arquitetura Planejamento and Hochtief do Brasil, has developed a comprehensive campus project that seamlessly blends educational buildings, enlarges signature green spaces, and creates new collaborative areas, impacting every member of our community and enabling the Graded Experience to thrive for years to come.

In order to start Phase I of the Graded Campus Project, the Graded Board of Directors has approved spending as much as R$25 - 30 million of the school’s capital reserves, but the community still needs to raise a significant amount of additional funds to complete the project.

Campus Naming Opportunities range from R$500,000 to R$5 million+ and include the following: • New Athletics Complex and Parking Garage • Student Center • Renovated Cafeteria • Expanded Auditorium • New Classroom Building • Welcome Center In addition, gifts of R$100,000 to R$250,00 will be prominently recognized on The Donor Wall at the Main Entrance.

3

Enhance

In 2011, Graded launched an annual giving program - The Graded Fund- to enhance learning experiences and sustain core programs like scholarship support and community service. Looking towards the future, a key priority for Graded is to increase annual giving each year to support even more programs and create new and exciting initiatives. To date, The Graded Fund has already supported a variety of projects in different areas including academic programs, arts, athletics, professional development for teachers, scholarship, community service projects and campus improvements Gifts towards the Graded Fund strengthen projects that impact the community now and enable it to plan for tomorrow.

Graded Fund Giving Levels include: •

Trustee’s Circle: R$10,000+

•

Century Club: R$5,000—R$9,999

•

Eagle Club: R$2,500—R$4,999

•

Gold Donor: R$1,000—R$2,499

•

Silver Donor: R$1—R$999

The Future of Graded: Opportunities for Leadership Involvement Our success in reaching strategic goals for the future will depend on the participation of all stakeholders. We invite you to join in this exciting effort and thank you in advance for your most generous support.

Opportunities for Leadership Involvement include: • Making a Leadership Gift - ranging from R$100,000 to R$5 million+ • Identifying additional prospective donors • Participating in future events Please contact the Development Office for more information: Felicia Allard Smith Chief Development Officer Telephone: 3747-4905 / 99919-9236 Email: felicia.smith@graded.br Cari Maher Lynch ‘95 Annual Giving and Alumni Relations Coordinator Telephone: 3747-4800 ext 134 / 99647-9111 Email: cari.lynch@graded.br Sheila Viotti Development Assistant Telephone: 3747-4877 / 99761-1191

Lee Fertig Superintendent

Lee Fertig has been the Superintendent of Graded School since 2009. He has 25 years of administrative and teaching experience in a wide variety of educational settings including four international schools (Ethiopia, Brazil, and Spain), a private school in New York City, and a voluntary integration public magnet school in Minneapolis. He is a trainer for the Principals’ Training Center (PTC), has taught in the College of Education at the University of Minnesota, and has been a guest speaker on contemporary educational issues at a wide variety of community events. He has consulted for several educational service companies, providing specialized training and project management services to K-12 schools and districts around the world.

Lee’s interests in intercultural education, school-based continuous improvement, and the role of schooling in society are at the core of his educational philosophy. Lee is married to Amy, who is a High School teacher at Graded, and their three children are currently attending the school.

ROBERTO SALLOUTI ‘90 Chairman of the Board

Roberto Sallouti is Partner, Board Member and COO of BTG Pactual, leading investment bank in Latin America. He has 18 years experience in the financial industry and earned his bachelor degree from the Wharton School of the University of Pennsylvania in 1994. He has been a Board Member of Graded since 2009, and became Chairman of the Board in 2012. He is also Board Member of Parceiros da Educação and Instituto V5. Roberto is an alumnus of the school having attended between 1977 and 1990. He is married to Juliana and their three children are currently attending Graded.

Renato Ochman

Chairman, Facilities and Development Committee

Renato Ochamn is Senior Partner at Ochman, Real Amadeo Advogados, a law firm specialized in corporate law, securities, civil, tax and litigation. He has 27 years experience and received his Bachelor Law degree from Pontífica Universidade Católica of Rio Grande do Sul, and his Master’s Law degree from Pontífica Universidade Católica of São Paulo. He is a visiting professor in Corporate Law at Fundação Getúlio Vargas Law School and published the book, “Vivendo a Negociação” in 2009.

He has been a Board Member of Graded School since 2007 and also is currently a Board Member of the following companies/ organizations: Grendene S.A., Ultrapar Participações S.A., Unicasa S.A., and CONJUR (Conselho Superior Jurídico) of the Federation of Industries of the State of São Paulo. Renato is married to Claudia, and their two children are currently attending Graded.

Ana Cabral-Gardner

member of facilities and development committee

Ana Cabral-Gardner has over 21 years of experience in first tier investment banks in Brazil and abroad. She started her career at Banco Garantia in São Paulo in 1991 and was a Managing Director and Department Head at Goldman Sachs, Merrill Lynch, Credit Suisse Garantia and Barclays, during 19 years in both London and New York. She holds a Masters in Business Administration at Columbia Business School and a Master in Finance at London Business School. She is an economist and graduated with honors from UERJ in 1991 as a valedictorian of the class. She is a Board Member of Sigma Mineração (subsidiary of Magnesita) and was advisor to the Board of Directors of B2W/Americanas.com in Brazil and Turner Entertainment/Time Warner in Atlanta. Ana and her husband Calvyn have seven children, with five currently studying at Graded.

Carlos Hitoshi Castro

Member of facilities and development committee

Carlos Hitoshi Fuda Castro is the Director Vice Presedent of the Comercial Area of Banco Fator. Hitoshi is responsible for corporate banking and Banco Fator Products. He has extensive experience in the financial market, having worked as director and representivtive of the Macquarie Bank Limited (“Maquarie Australia”), director of Gap Asset Management and in the treasury of Itau Bankers Trust S/A (“IBT”). He serves as a Board member of Agrosec Securitizadora SA. Hitoshi has a degree in Material Science and Metallurgical Engerineering from PUC-RJ. He and his wife Paula have two children studying at Graded.

Dennis Hankins

member of facilities and development committee

Mr. Hankins is the U.S. Consul General in São Paulo. Before arriving in Brazil, he served as the Deputy Chief of Mission in Khartoum, Sudan; Nouakchott, Mauritania; and in Maputo, Mozambique. Other assignments include Deputy Director of the Office of Peacekeeping, Sanctions, and Counterterrorism, Consul General Riyadh, Political and Economic Counselor Lisbon, and Political Counselor Kinshasa. Mr. Hankins began his career in the Foreign Service as Vice Consul in Recife, Brazil in 1985.

Mr. Hankins was raised in Bemidji, Minnesota and is a graduate of Georgetown University’s School of Foreign Service and of the National Defense University’s National War College. He is married to Mira and has one son who is serving in the U.S. Navy.

felicia allard smith chief development officer

Felicia has worked as the Chief Development Officer at Graded since 2010. In this position, Felicia has worked closely with the Superintendent and Board to create a development program that has raised approximately R$13 million and attracted over 300 donors since its launch two years ago. Felicia has 16 years of fundraising experience working at Yale University, Stepping Stones Museum for Children (Norwalk, CT) and for numerous political campaigns in New York and Washington, D.C. From 2000-2005, she served as the Director of Special Events and Protocol for the Office of Governor George Pataki (NY).

Felicia’s experience covers strategic planning and implementation of major gift, annual giving, capital campaign, corporate, and foundation giving programs. She graduated from Duke University with a B.A. in political science in 1992. Felicia is married to Erik and they have three children: Sophia and Isabela who attend Graded, and Nicholas who turned one in August.

Renato de Mattos Fabiani Facilites Project Manager

Renato was the Engineering manager for 16 years at Porto Seguro School in São Paulo, implementing diverse educational facilities (schools of all levels, from kindergarten to high school), sports facilities (gyms, swimming pools, gymnastics arenas, soccer fields, multisport courts) and cultural (auditoriums, multimedia halls, laboratories, etc.), having performed in all stages of the processes (elaboration of the project schedules, hiring for the projects and their coordination, preparation of bid tenders, hiring the contractors and technical auditing of the works at the jobsite, managed small, medium and large-scale remodeling projects, including building retrofit. Renato is married and has two children.