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Lehigh University Endowment Fund

Name: Lehigh University

Assets Under Management: $1.10 Billion (Source: Lehigh University on 6/30/2013)

Annual Report: Lehigh University Consolidated Financial Statements June 30, 2013

Portfolio Insights: “Lehigh University (the University), an independent, nondenominational, coeducational university, is incorporated in the Commonwealth of Pennsylvania as a nonprofit corporation and is a tax-exempt organization as described in Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. The University is accredited by the Middle States Association of Colleges and Schools. Founded in 1865 as a predominantly technical school, the University now has approximately 4,900 undergraduates within its three major units – the College of Arts and Sciences, the College of Business and Economics, and the P.C. Rossin College of Engineering and Applied Science – and approximately 2,200 students enrolled in graduate programs offered through these colleges and in the College of Education.” (Source)

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Top Lehigh University Endowment Fund Headlines:

1) Lehigh University officials announced Monday the receipt of the single largest gift ever made to its business school: a $10 million endowment from Wall Street dealmaker Joseph Perella and his wife, Amy. Lehigh administrators hope the money, which was given to the College of Business and Economics, will spark other contributions and catapult the university closer to becoming one of the nation’s top business schools. (Source)

2) Lehigh University is among the most highly regarded private research universities in the United States, with 443 full-time faculty, 4,856 undergraduates from 49 states and 50 countries, and 2,118 graduate students.

Lehigh University is seeking an experienced professional to work with the Investment Office. The Investment Analyst will provide support to the Chief Investment Officer (CIO), the Director of Public Markets and the Director of Alternative Investments, who are responsible for the day-to-day implementation and monitoring of the Endowment. The qualified individual will be responsible for conducting and completing investment research projects and reports; performing qualitative and quantitative analysis of the Endowment and individual investments; and maintaining financial data and narrative information about the Endowment’s asset classes and investments as directed by the Directors and CIO. (Source)

3) Between Jan. 6 and Jan. 12, 2013, Lehigh University’s LehighSiliconValley program took 55 Lehigh students and alums to the heart of entrepreneurship, California’s Silicon Valley. They spent a week immersed in the world of startups, venture capitalists, inventors, CEOs, and others key to launching new ventures. The experience kicked off in late 2012 with a two-day East Coast immersion that introduced participants to the nation’s newest innovation hub of New York City, exposing them to the startup scenes of the two coasts. (Source)

4) A Lehigh University alumnus has donated $5 million to enhance the school’s Integrated Real Estate at Lehigh Program, known as ire@l. Marc Holliday, CEO of SL Green Realty Corp., is a leader in New York City commercial real estate, according to Lehigh. Holliday and his wife Sheree are making the gift under the couple’s charitable organization, the Holliday Foundation. The ire@l academic minor, in the College of Business and Economics, is the only one in the United States that allows an undergraduate to minor in real estate regardless of his or her major. The $5 million gift is split into two parts. The initial gift of $3.5 million will establish The Marc Holliday ’88 Professor of Practice and Director of the ire@l program. (Source)

5) The Tower Society was formed as a lasting thank you to all of those who have contributed to Lehigh University’s endowment or who have made plans to do so in the future. Membership in the Tower Society is available to individuals who have provided for Lehigh’s endowment. (Source)

About Richard C. Wilson