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Loyola University Maryland, Inc. Endowment Fund

Name: Loyola University Maryland, Inc.

Assets Under Management: $599 Million (Source: Loyola University Maryland, Inc. on 5/31/2014)

Annual Report: Loyola University Maryland, Inc. Financial Statements May 31, 2014 and 2013

Portfolio Insights: “Loyola University Maryland, Inc. (the University or Loyola) is a private, nonprofit higher education institution located in Baltimore, Maryland. The University provides education and training services to approximately 4,000 undergraduate and 2,000 graduate students. The students are from approximately 38 states and 27 countries and 81% of undergraduate students live on campus during the academic year.

Investments are professionally managed by outside investment organizations subject to direction and oversight by a committee of the Board of Trustees. The Board of Trustees has established investment policies and guidelines, which cover asset allocation and performance objectives and impose various restrictions and limitations on the managers. These restrictions and limitations are specific to each asset classification and cover concentrations of market risk (at both the individual issuer and industry group levels), credit quality of fixed income and short-term investments, and various other matters.” (Source)

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Top Loyola University Maryland, Inc. Endowment Fund Headlines:

1) Loyola University Maryland, Inc. offers degrees in both undergraduate and graduate level curriculum. The University offers degree programs in accounting, business administration, computer science, cyber security, emerging media, software engineering, and educational leadership. (Source)

2) The Rev. Brian F. Linnane, S.J., president of Loyola University Maryland, brings a wealth of experience as an educator deeply immersed in the Jesuit traditions of academic excellence and the promotion of faith and justice. A native of Massachusetts, he formerly served at a sister Jesuit institution, the College of the Holy Cross in Worcester, MA, as assistant dean and associate professor of Religious Studies.

Born August, 25, 1955, Fr. Linnane entered the Society of Jesus in 1977 and was ordained to the Roman Catholic priesthood on June 14, 1986. He earned an A.B. degree, magna cum laude, from Boston College in 1977 and an M.A. from Georgetown University’s department of government in 1981 before undertaking divinity studies at the Jesuit School of Theology at Berkeley, where he received a master’s degree in 1986 and a Licentiate in Sacred Theology in 1988. He earned master’s degrees from the Yale department of Religious Studies in 1990 and 1991, and a Ph.D. in religious studies concentrating in religious ethics in 1994. (Source)

3) Alan Wilson, chairman, president, and chief executive officer of McCormick and Company, has been named the 2013 Business Leader of the Year by Loyola University Maryland’s Sellinger School of Business and Management. Wilson will be honored at a dinner on Thursday, Nov. 21, at the Renaissance Harborplace Hotel in Baltimore.

“Under Alan Wilson’s leadership, McCormick and Company has continued to grow its reputation and success as both a corporate anchor in Baltimore and a business that is respected internationally for product quality, innovation, and dedication to its customers and the community,” said Karyl B. Leggio, Ph.D., dean of the Sellinger School. “His commitment to excellence is something we value deeply at Loyola, and we as an institution, along with our students, are extraordinarily fortunate to remain strongly tied to a company of McCormick’s prestige.”

Wilson has served in his current role since 2008. McCormick closed 2012 with a record $4 billion in sales. (Source)

4) Brian Rogers, chairman of the board and chief investment officer of T. Rowe Price Group, will be honored with the 2012 Business Leader of the Year Award by Loyola University Maryland’s Sellinger School of Business and Management at a dinner on Thursday, Nov. 15, at the Renaissance Harborplace Hotel in Baltimore. A cocktail reception will begin at 5:45 p.m., followed by dinner at 6:30 p.m.

“Mr. Rogers leads an investment firm whose decisions and performance have a profound impact on the lives of countless individuals, not just in Baltimore, not just in the United States, but increasingly, in every corner of the world,” said Loyola’s president, Rev. Brian F. Linnane, S.J. “Mr. Roger’s prudent choices, combined with a principled approach to investing, have helped his company and his investors navigate extraordinarily challenging times in recent years, and have created a foundation for greater stability and prosperity.” (Source)

5) Loyola University Maryland will benefit from a $1.5 million planned gift from Gordon Erberts, ’49, to support programs and initiatives in Campus Ministry and the office of mission integration. Erberts, of Toluca Lake, Calif., was inspired to make the gift after reflecting on his experience at Loyola and the rigorous Jesuit education that prepared him for success.

“Loyola did something for me, and I want to do something for them,” said Erberts. “The Jesuits are darn good teachers. They did a good job with me, and I want to pass that on to today’s young people to give them a head start on life.”

His gift benefits multiple initiatives focused on mission and ministry, primarily through four endowed funds. Loyola will create the Erberts Campus Ministry Endowed Fund to support the programmatic needs of Campus Ministry and the Erberts Assistance Fund for Student Retreats to provide grants to students who require financial assistance to attend campus-sponsored retreats. In addition, Loyola will create the Erberts Ignatian Retreat Endowment Fund to support the Ignatian retreat program for Loyola faculty, staff, and administrators. Finally, Loyola will create the Erberts Pilgrimage Endowed Fund, which will support programs that promote the Catholic and Jesuit activities and mission of Loyola. (Source)

About Richard C. Wilson