THE WHARTON FUND 40 David Kronfeld, WG’77 General Partner, JK&B Capital 41 William H. Lawrence, W’83 Founder, Chief Executive Officer and Chief Investment Officer, Meridian Capital Partners, Inc. 42 Sang Woong Lee, WG’87 President and Chief Executive Officer, Sebang Group 43 Traci S. Lerner, W’81, and Mark D. Lerner, C’80, W’80 Investment Manager, Chesapeake Partners 44 Alain M. Levy, WG’72 45 Diane v.S. Levy and Robert M. Levy, WG’74 Partner, Chairman and Chief Investment Officer, Harris Associates, LP 46 Ira A. Lipman, PAR’94, PAR’95 Chairman, President and Chief Executive Officer, Guardsmark LLC 47 Alexander F. Lloyd, C’91, WG’97 48 Vikram Malhotra, WG’86 Director, McKinsey & Company 49 Claude M. Marion, WG’80 Managing Director, Spinnaker Capital Group 50 John F. McCartney, WG’76 Chairman, Westcon Group, Inc. 51 James B. McElwee, WG’76 General Partner, Weston Presidio 52 Joseph J. Melone, W’53, WG’54, Gr’61 Retired President and Chief Executive Officer, AXA Financial Incorporated 53 Alan B. Miller, WG’60 Chairman, President and Chief Executive Officer, Universal Health Services, Inc. 54 Richard W. Meister, WG’79 Managing Director, Merrill Lynch & Co, Inc. 55 Narayana Murthy Mentor, Infosys Technologies, Ltd. 56 Stephen L. Nesbitt, WG’78 Chief Executive Officer, Cliffwater LLC 57 Alexander S. Panos, W’92, WG’97 Managing Director, TSG Consumer Partners 58 John Patience, WG’73 Co-founder and General Partner, Crabtree Partners LLC 59 Theodore Pedas, WG’54 President, Circle Management Company 40 41 42 60 61 62 63 64 43 44 45 46 47 48 49 50 51 65 66 67 68 69 70 71 72 73 60 Douglas Mark Polley, WG’97 Portfolio Manager and Principle, P. Schoenfeld Asset Management 61 Stacy Ellen Bash-Polley, WG’94 Partner, Goldman Sachs Group, Inc. 62 Ms. Ruth M. Porat, WG’87 Vice Chairman, Morgan Stanley 63 Emily and David S. Pottruck, C’70, WG’72 Red Eagle Ventures, Inc. 64 Scott S. Prince, W’85 Managing Partner, Skybridge Capital, LLC 65 Scott M. Rosenberg, WG’97 Director, Credit Suisse First Boston LLC 66 Ronald A. Rosenfeld, W’61 title, company 67 Jean-Pierre C. Rosso, WG’67 Chairman, Federal Housing Finance Board 68 Lauren and John M. Roth, W’80, WG’80 Partner, Freeman Spogli & Co. 69 Frances and Eugenio Sevilla-Sacasa, WG’81 Vice President and Managing Director, Ryder System, Inc. 70 Alan A. Shuch, WG’75 Advisory Director, Goldman Sachs Group, Inc. 71 Marcia W. and Paul W. Soldatos, WG’74 Founding Partner, Compass Partners International, Ltd. 72 Shepard A. Spunt, W’52, WG’56 Senior Associate, Manager, Colonial Realty LLC 73 Nancy and Geoffrey L. Stack, WG’72 Managing Director, Sares-Regis Group 74 Keith L. Stock, WG’79 President, MasterCard Advisors 75 Ellen and Frank L. Sullivan, WG’71 Managing Director, ING Clarion 76 Lynne Lichtenstein Tarnopol, CW’60 77 Richard L.Thompson, WG’96 Co-Founder, Adify Corporation 78 June Malament Trone, WG’85 Owner, QFA Distributing, and 79 David J.Trone, WG’85 Owner/President, Total Wine & More THE WHARTON FUND 52 53 54 74 75 76 55 56 57 58 59 77 78 79 32 | Report to Investors Joesph Wharton Society | 33
THE WHARTON FUND MBA CLASSES UNDERGRADUATE, MASTER’S AND DOCTORAL PROGRAMS FRIENDS, PARENTS AND FAMILY FOUNDATIONS EXTRAORDINARY LEADERSHIP REMEMBERED CORPORATIONS AND FOUNDATIONS HONORARY, MEMORIAL AND PLANNED GIFTS 80 Alfred P. West, WG’66 Chairman and Chief Executive Officer, SEI Investments Company 80 Margaret Lehr Whitford, C’76, WG’82, and Thomas K. Whitford, WG’82 Executive Vice President, PNC Financial Services Group 81 Scott A. Wieler, WG’87 President and CEO, Signal Hill Capital Group LLC 82 Dorinda P. and Mark O. Winkelman, WG’73 Senior Director, Goldman Sachs Group, Inc. 83 Michael D. Zisman, GEE’73, GR’77 President, Wayne Strategy Consultants 84 Barry Zwarenstein, WG’75 Vice President, CFO, VeriFone, Inc Members for 2007 not shown: Ellen H. Adams, WG’84 Managing Director, Castlerock Management Andrew R. Bacas, WG’91 Vice Chairman, Key Principal Partners Milton R. Berlinski, WG’80 Global Head of Financial Sponsors, Goldman Sachs Group, Inc. Robert J. Bishop, WG’86 Impala Asset Management LLC Charles C. Bradford III, W’73 Principal, Mortgage Master Janet Lee Cohen, CW’74 Executive Producer, The Kaddish Project Richard B. Cohen, W’74 Chairman and Chief Executive Officer, C&S Wholesale Grocers, Inc. Wendy Pearson Daverman, PT’72, and James E. Daverman, WG’73 Managing Partner, Redfish Partners Ellen Speer Davis, W’85, and Gary S. Davis Director and Chairman of Investment Committee, DKR Capital Partners, Inc. Bruno Ducharme, G’85, WG’86 Chairman and Chief Executive Officer, Telesystem International Wireless Stewart A. Feldman, W’75, WG’75 Managing Partner, Feldman Law Firm LLP Brian D. Finn, W’82 President and International Head, Investment Banking, Credit Suisse David N. Fleischer, C’70, WG’76 Retired Managing Director, Goldman Sachs Group, Inc. Judith Messina Fleischer, WG’76 Journalist, Crain’s New York Business Barry A. Kaplan, WG’80 Maple Tree Capital Management Monica Thomas Knorr, W’85, and Gerald D. Knorr, W’82, WG’86 title, Company Pamela C. and Bradley J. Korman, WG’92 Co-President, Korman Communities, Inc. Stacey Rosner Lane, C’80, and Curtis S. Lane,W’79,WG’80 Founding Partner, MTS Health Partners LP Mary Penniman Moran, WG’81, and Garrett M. Moran, WG’82 Senior Managing Director, The Blackstone Group LP Anthony Paduano Partner, Paduano & Weintraub Marc J. Rowan, W’84, WG’85 Founding Partner and Principal, Apollo Management Ezra Moise Safra, W’94, WG’97 M. Safra & Company Randy Steven Saluck, C’87, WG’97 Managing Partner, Mortar Rock Capital Eric S. Schwartz, W’84, WG’85 Senior Director, Goldman Sachs Group, Inc. Jerry M. Seslowe, WG’69 Managing Director, Resource Holdings, Ltd. David K. Wassong, C’92, WG’97 Managing Director, Soros Fund Management LLC Robin and Marc B. Wolpow, W’80 Co-Chief Executive Officer, Audax Group 80 81 81 82 84 83 82 FOUNDERS $10,000–$24,999 Anonymous (1)* Harry L. Alverson III, WG’76 Izhar Armony, G’97, WG’97 Bonnie M. Bandeen, C’80, WG’85 Eugene D. Barron, W’80, WG’80 Shari R. Beck, W’87, and Kenneth Beck, WG’87 Barry H. Beracha, WG’65** Nandini Chowdhury, GED’92, and Deepinder S. Bhatia,WG’92 Gary A. Binning, WG’86 Robert D. Birnbaum, WG’85 Anne and Walter C. Bladstrom, W’59 Michael S. Blechman, W’77, WG’78** Gracita V. Bocanegra, WG’86* Shelley L. Boyce, WG’95 Bruce W. Brownstein, W’80, WAM’05 Rebecca and I. Jon Brumley, WG’63** Beth Burnam, WG’79 Olarn Chaipravat, W’66 Debashish Chatterjee, WG’07* Paul Ming-Fun Cheng, WG’61 Nandini Chowdhury, GED’92 Stephen A. Clark, WG’96 Marsha R. Cohen, WG’76 David D. Colburn, WG’89 Arthur D. Collins, Jr., WG’73 Angel L. Corcostégui, WG’80, Gr’82 Julie H. Daum, WG’79 John H. Dillon II, WG’70** Verdi J. DiSesa, M’76, RES’83, WG’07* Robert C. Doll, Jr., WG’80** Ernest F. Dourlet, WG’51 Jeremy R. Drax, WG’89 Jeffrey D’Souza, WG’86 Frédéric D. Dubois, WG’73 Amy J. Errett, WG’88 Richard D. Fain, WG’72 David R. Fassnacht, W’88 Jerrold N. Fine, W’64 Mark B. Fisher, W’82, WG’83** Jeanne E. Fogel, C’92, WG’97, and Darren M. Fogel, W’93 Robert R. Foley, WG’88 Richard L. Folsom, WG’90** Helen Fox-O’Brien, WG’82, and Dana J. O’Brien, WG’82 Michael P. Frasco, WG’83** Linda J. Gamble, CGS’09* Alan E. Gilbert, WG’91** Charles W. Goodyear IV, WG’83 Arthur A. Gosnell, WG’83** Marc Grandisson, WG’00* Beth G. Greenberg, W’85,and Lawrence D. Greenberg, W’85,WG’86 Ronald S. Haft, W’81, WG’82 C. Scott Hartz, WG’70** Edward T. Harvey, Jr., C’71, WG’75** Barry W. Huff, W’65, WG’66** Robert J. Hurst, WG’68** Bruce I. Jacobs, G’79, Gr’86** William E. Jacques, WG’76 David L. Jaffe, WG’84 Robert Jaunich, WG’63** Douglas J. Kahn, WG’82 Michael Kao, WG’97 Matthew S. Kaplan, W’79* Steven M. Kaye, WG’85** Eric Kessler, WG’79 Donna M. and Marc D. Kozin, WG’87* C. Kevin Landry, WG’68** Judy S. Lee, WG’96 Seng Gee Lee, W’43 WG’44 Judith Brill Levine, WG’76, and Robert Levine, WG’74 Kathy and Richard B. Lieb, WG’75 William T. Lockard, WG’84** V.M. Lopez-Balboa, L’86, WG’86 Stephen J. Lurito, WG’85** Carolyn A. Lynch, CW’68, and Peter S. Lynch, WG’68 Michael D. Madden, WG’73 Mirzan Mahathir, WG’87 Frederick J. Manning, W’69** Andrew G. McMaster, Jr., WG’76** Ethan Bryans Meister, W’90 L. David Mounts, WG’04 Helen Fox-O’Brien and Dana J. O’Brien, WG’82** David J. O’Brien, WG’00* Steven A. Okin, WG’81** Laura D. Onopchenko, WG’07* Jeanette L. Ourada, WG’92 Steffen W. Parratt, WG’98 Chandrika Pathak, G’82, and Dalip Pathak, WG’78* Barbara and Mitja Peterman, WG’70** Paul H. Phaneuf, WG’82 Daniel R. Placentra,WG’86 Hiroko and Gregg S. Polle, W’82* Gabriel Pretre, WG’88 Garrison X. Qian, WG’07* Erica G. Rabin, WG’97, and B. Andrew Rabin, WG’92 Gary L. Ray, WG’70 Mark Renton, WG’87, and Patti Renton, C’79 Tristan P. Renz, WG’83** H. Ulrich Richard, WG’72 Khadir N. Richie, WG’02 Diana R. Riklis, C’76, GED’77, and Ira D. Riklis, W’76, WG’77 C. Graydon Rogers, WG’56** Robert L. Rosner, WG’85 Peter S. Rummell, WG’71 Cornelius T. Ryan, WG’57 Jeffry N. Savitz, G’75, WG’75 Christian Schmiderer, WG’92 Marc D. Schnitzer, WG’87 Richard C. Schwartz, WG’87 John Sculley, WG’63 John J.F. Sherrerd, WG’56** Raymond P. Silcock, WG’87 Justin W. Slatky, W’98, WG’99 Diane I. Spilker, W’87, and Marc A. Spilker, W’86 Paul A. Stefanick, WG’88* E. James Streator, WG’85 Daniel Sullivan, RES’78, WG’07* Henry A. Sweetbaum, W’59** Li-Cheng Teo-Wee, WEV’87* Ellen G. van der Horst, W’78, and Raymond C. van der Horst, W’78, WG’79** Raj Venkataraman, WG’02 Richard J. Wallach, WG’84 David J. Walsh, WG’63** Jennifer S. Weaver, WG’85, and Allen A. Weaver, WG’85 Lieng Seng Wee, WG’85* John D. White, WG’87 Constance H. Williams, WG’80, and Sankey V. Williams, INT’77, WG’77** George T. Yang, WG’64** Judith Zachs, CW’58, and Henry M. Zachs, WG’58** Klaus P. Zumwinkel, WG’71 FELLOWS $5,000–$9,999 Anonymous Yong-Chan Ahn, WG’85 Steven W. Alesio, WG’81 Rand L. Alexander, WG’76** Burton P. Allen, Jr., WG’52 Bradley L. Altberger, W’94 Steven J. Aresty, WG’87** Jill S. Avery, C’88, WG’93, and John D. Avery, WG’93 Kathie L. Baldadian, NU’68, and Arthur S. Baldadian, WG’68** Joan Barksdale, G’68, and Edgar W. Barksdale, Jr., WG’68 Jeffrey A. Bell, WG’89 Leslie E. Bider, WG’73** Eugene V. Bissell III, WG’80 J. Richard Blackett, WG’83 Marissa R. Blackett, WG’82 Adam S. Blackman, W’93, WG’94 Laurence H. Bloch, WG’79 Jorge Born, W’83 Carol E. Bornstein, C’77, GED’78, and Alan B. Bornstein, W’77* Peter F. Branch, WG’64** Leslie Simmons Brille, WG’96 Robert W. Bruml, WG’78 Randall S. Burkett, WG’89** Robert E. Butman, WG’82** G. Patrick Byrnes, WG’69 Robert G. Catalanello, WG’93 George W. Cawman, Jr., WG’69 Samuel R. Chapin, WG’84 Robert J. Chaves, WG’88** Parmindar S. Chawla, WG’77* Eugene S. Chen, WG’97 Mina M. Chen, WG’07* JEFFREY S. KATZ, WG’71 Choon-Soo Chew, WG’83* Tania E. Chung, WG’97* John S. Clark, W’69** Sibley Gillis Classen, WG’87, and H. Ward Classen, WG’90 Timothy M. Cohen, WG’96** Drew J. Collins, WG’85 Douglas E. Coltharp, WG’87 Anne and Michael J. Connelly, WG’76** Darryl W. Copeland, Jr., WG’89 Dina M. Corrini, W’81, and Christopher P. Corrini, WG’83 Beth A. Coyne, C’86*, and Patrick P. Coyne, WG’93** Maria A. Cuunjieng, WG’87, and Stephen T. Cuunjieng, WG’86 H. Corbin Day, WG’63** Piero D. Di Capua, WG’76 Thomas J. DiClemente, WG’80** Christina V. Dillon, WG’96 Edward J. Doheny, WG’70** William P. Douglas, WG’85 Anthony J. Dowd III, WG’88 Gordon F. Dugan, W’88** John D. Durrett, WG’81 Lynn E. Dusthimer, WG’89** Edward M. Dwyer, WG’83* Douglas C. Edman, WG’90 Stephen Eisenstein, WG’88 Thomas Elden, WG’92** Christopher A. Eledu, WG’91 Ziad A. El-Khalil, WG’87 Anne B. Farrell, WG’73, and William L. Farrell, WG’73** Noreen Q. Fisher, WG’80** Thomas J. Fleisch, WG’81** Charles M. Fleischman, WG’86 Stanley Fleishman, WG’78 Lynn Dawley Forsell, WG’81, and William J. Forsell, WG’81** Roger B. Fradin, W’75, WG’76, L’78 Gregory P. Francfort, WG’83 Robert L. Friedman, WG’87 Susan M. Garber and Edward S. Brown, W’62 Michael B. Garfinkle, WG’80** C. Christopher Gaut, WG’80 Thomas L. Gipson, WG’67** Kenneth E. Glassman, WG’98 Jay G. Goldman, W’79** Elizabeth F. Granville-Smith, C’91, WG’96 Lawrence D. and Beth G. Greenberg, W’85 Samuel B. Guren, WG’74** Kathy and Kirk S. Hachigian, WG’86 Martha M. and David T. Hamamoto, WG’83 Richard D. Hannan, WG’57** T. Ryan Harkins, WG’02 Jeffrey A. Harris, W’77 Jessica A. Hatch, WG’07* Constance F. Heller, W’74, WG’75 Joseph J. Hendrickson, W’48* David D. Henritze, Jr., WG’77 Virginia A. Hepner, W’79 Richard W. Herbst, WG’71** Robert M. Hernandez, WG’68** John A. Hess, WG’75 Willis S. Hesselroth, W’66, WG’67** Kenneth D. Heulitt, WG’76** Susan Mason Horn, W’68, and David M. Horn, C’63, WG’68** Brian F. Hughes, W’81, WG’91** Donald D. Humphreys, WG’76** Elisabeth T. Ireland, WG’84 Selwyn Isakow, WG’78 Philippe L. Jacob, EE’85, WG’92 Dwight L. Johnson, WG’63** Richard Jones, WG’77 Clare M. Kanter, WG’02 Beth J. Kaplan, W’80, WG’81, and Bruce Sholk James C. Kautz, WG’57 Ejaz A. Khan, WG’79** Sidharth Khanna, WG’07* Haluk M. Kilimci, WG’52 Jason S. Kim, WG’07* Michael K. Kim, WG’97 Thomas C. King, WG’89** Peggy J. Koenig, WG’86 Furthering Wharton’s Leadership Position In describing his motivation for providing unrestricted support to the Wharton School, Jeffrey Katz voices his conviction for the importance of this type of gift saying, “I know it will be deployed with great judgment and skill in furthering Wharton’s leadership position in business education.” He believed that the School’s 125th anniversary provided an excellent opportunity to recognize Wharton’s many accomplishments and did so through a generous commitment to the Wharton Fund. As the president and chief executive officer of Sherwood Equities, Inc., a privately held real estate development company in New York City, Mr. Katz has experienced considerable professional success, and like so many of his peers, he attributes much of it to his Wharton education. He says that Wharton gave him the confidence necessary to, as a 24-yearold, jump into the very competitive market of real estate, and over the past 35 years the School has continued to be of benefit to him. Even today, Mr. Katz believes that his ongoing relationship with Wharton helps him to grow, stating, “Whenever I speak to students both independently and as a group, I find that in an effort to explain my world, I learn more about it myself.” THE WHARTON FUND 34 | Report to Investors Founders/Fellows | 35
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