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Lesley University Endowment Fund

Name: Lesley University

Assets Under Management: $356.4 Million (Source: Lesley University on 6/30/2013)

Annual Report: Financial Statements Lesley University June 30, 2013 and 2012

Portfolio Insights: “Lesley University (“the University”) a multi-site university for women and men, is one of the nation’s largest providers of graduate professional education opportunities for K-12 educators.

The University’s endowment consists of approximately 90 individual funds established for variety of purposes. Its endowments includes both both-restricted endowment funds and funds designed by the Board of Trustees to function as endowments.” (Source)

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Top Lesley University Endowment Fund Headlines:

1) Inquiry: Lesley University is devoted to academic excellence through active teaching, engaged learning, and individual student development. We design and deliver innovative, interdisciplinary academic programs that value inspired teachers, curious learners, relevant scholarship, and real-life application.

Community: Learning is an individual and collective endeavor that involves students, educators, families, and communities. We believe in the power of collaboration and its impact on personal and social development. (Source)

2) Mar 11, 2009 – Lesley University has gained an investment grade bond rating of “A-” with a stable outlook from Standard & Poor’s through an independent review of the university’s financial management. The rating was secured in February 2009 and was following by a successful $57 million bond offering in March 2009 that supports campus improvements and property acquisition. “The key to the positive rating and the bond offering was the fiscal stability of the university, even during a difficult economic climate,” said Lesley University President Joseph B. Moore. (Source)

3) Jun 14, 2014 – Lesley University has named Janis K. Martinson to vice president of institutional advancement following a nationwide search.

Martinson most recently served as chief advancement officer for Miss Hall’s School, a 115-year-old boarding and day college-preparatory school for 190 girls in Pittsfield, with 3,500 alumnae in 49 states and 30 countries. She has also been director of advancement for the Waldorf School of Garden City, N.Y., and has experience teaching in public- and private-school English and drama programs in New York and New Jersey.

At Miss Hall’s School, Martinson managed a centennial celebration and completed the school’s first major fundraising initiative, a $23 million campaign for campus improvements that surpassed $25 million. She also oversaw a subsequent $43 million campaign for endowment and facilities expansion, and secured millions in bequests and donations of buildings and land. (Source)

4) Bernice Bradin joined Lesley in November 2006, and has primary responsibility for the fiscal stewardship of the University’s resources with a focus on planning and strategically positioning and managing assets to maximize their utilization in achieving the University’s academic mission. She is responsible for Information Technology and the Financial Operations, which include Accounting, Budgeting/Planning, Cash Management and Procurement. With over 30 years of professional experience in finance, Ms. Bradin has served as Chief Financial Officer for several portfolio companies of Schooner Capital Corporation, a private equity firm in Boston, and for numerous small and start-up clients of Corporate Initiatives, a firm she co-founded. She spent eight years prior to joining Lesley as a senior partner for Argo Global Capital, a venture capital firm specializing in wireless telecommunications in Wakefield, Massachusetts, which managed $435 million of assets and prior to that, was a Partner at Advent International, focusing on Asian investments. (Source)

5) Boston University has bought a Kenmore Square building from Lesley University’s for $11.5 million in a deal that closed Jan. 20, Lesley University President Joseph Moore has confirmed.

The building at 700-704 Beacon St. had housed Lesley University’s College of Art and Design. Until the late 1990s, the building had been known as the Art Institute of Boston until the Art Institute merged with Lesley University.

In selling the Beacon Street building to Boston University, Lesley University also gave up a lease at 601 Newbury St. — a building owned by Boston University. (Source)

About Richard C. Wilson