| Michael Brown, Co-Founder of City Year | |
| Donella Rapier, Partners in Health | |
| Robert J. Glovsky, President of Mintz Levin Financial Advisors (Note -- speaker has changed.) | |
| Peter A. Brooke, Author of A Vision for Venture Capital Founder of TA Associates and Advent International |
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| Jack Parker, Head Hockey Coach, Boston University | |
| Patricia Jabar, Tax Partner, PricewaterhouseCoopers | |
| Mike Sheehan, CEO of Hill Holliday | |
| Therese Murray, President, Massachusetts State Senate | |
| Jeff Taylor, Founder of Monster.com, Eons.com, Tributes.com | |
| Treasurers Club Annual Social |
2010 - 2011 Calendar of Events
All meetings were held at the Harvard Club of Boston from 12:00-1:30 PM, unless otherwise stated.
Click an event date below for details
See the previous year's events
Michael Brown
CEO and Co-Founder, City Year, Inc.
Michael Brown is Co-Founder and CEO of City Year, a nonprofit organization built on the belief that young people can change the world. Founded in 1988, City Year unites young people of all backgrounds for a year of full-time service in our nation’s high poverty schools, helping students stay in school and on track to graduation. This year more than 1,700 young leaders are making a difference in the lives of children and transforming schools and neighborhoods in 20 cities across the United States and in Johannesburg, South Africa and London, England. City Year is supported by a unique public-private partnership that includes corporations, foundations, individuals, local school districts and the Corporation for National and Community Service.
Since its founding, more than 12,500 City Year corps members have served as full-time tutors, mentors and role models to more than one million children, engaging more than one million citizens in their work, and earning access to $50 million in college scholarships through the AmeriCorps National Service Trust. An inspiration for the federal AmeriCorps initiative, through which 675,000 Americans have served their country, City Year has been featured by leading national media, including USA Today, TIME and ABC World News Tonight.
City Year is focused on addressing the nation’s high school dropout crisis. In 2009, Mr. Brown announced In School & On Track: A National Challenge, City Year’s national initiative to significantly increase the urban high school graduation pipeline in America by calling on the nation’s idealistic young adults to help students in high poverty schools succeed.
Mr. Brown was named one of America’s Best Leaders by US News and World Report and an Executive of the Year by NonProfit Times for his leadership role in ServiceNation and the passage of the Edward M. Kennedy Serve America Act. For his work developing City Year, Michael Brown has been awarded several distinctions, including the Reebok Human Rights Award, the National Caring Award, the Samuel S. Beard Jefferson Award of the American Institute for Public Service, the Boston Bar Association's Public Service Award, the Harvard Law School Association Award, and four honorary degrees.
Mr. Brown is a graduate of Harvard College and Harvard Law School, where he served as an editor of the Harvard Law Review. Prior to starting City Year, Mr. Brown served as a legislative assistant to then Congressman Leon Panetta and as a clerk for Federal Judge Stephen Breyer. He lives with his wife, Dr. Charlotte Mao, a pediatric AIDS specialist, and their children, in Brookline, Massachusetts.
Donella Rapier
CFO, Partners in Health
Donella Rapier is the Chief Financial Officer for Partners in Health (PIH), a not-for-profit organization that operates health care and poverty alleviation programs in twelve countries in settings as diverse as rural Haiti and Rwanda, the urban shantytowns of Lima, Peru, and the prisons of Siberia. She is responsible for all financial activities of this multi-currency, multi-cultural organization that comprised of over 11,000 individuals. Donella also oversees the organization’s development activities including individual giving, foundations and corporations, and grants from governments and multilateral institutions.
Donella was inspired to join PIH as an organization that is making an enormous difference in global health and the developing world. PIH provided a unique opportunity for Donella to deploy the skills she developed over many years in finance and fundraising to help address some of the world’s most pressing social issues.
From 2003 until 2007, Donella served as Vice President for Alumni Affairs and Development at Harvard University. In that capacity, she led a staff of 600+ that raised more than $2 billion in support of the University's students, faculty, and research initiatives. Donella helped to create a new culture of collaboration across the complex and decentralized organization, opening multiple new avenues for donor involvement.
From 1996 through 2003, Donella was the Chief Financial Officer for the Harvard Business School, where she developed a long range planning capacity, while retaining operational control during a period of rapid and complicated growth. In 2001 in addition to her CFO duties, she assumed the role of Associate Dean for External Relations and played a leading role in planning and executing the first School-wide capital campaign in HBS history, which concluded in 2005 having raised nearly $600 million.
Previously, Donella served as a Senior Manager for Price Waterhouse. Donella has been a lecturer at both Harvard Business School and at Harvard's Kennedy School of Government. Donella received her BS, summa cum laude, from California State University, Northridge and her MBA from Harvard Business School.
We regret to inform you that Gloria Larson is unable to speak at the November luncheon. We are pleased to announce Bob Glovsky as our featured speaker.
Robert J. Glovsky
President, Mintz Levin Financial Advisors
Bob is President of Mintz Levin Financial Advisors, LLC, which was founded in October 1998 to provide wealth management and investment advisory services to individuals and families. Mintz Levin Financial Advisors counsels clients on asset allocation and investment strategies and offers comprehensive, customized investment advisory and financial planning services. In 2004, 2005, 2006, 2007, and 2008, Wealth Manager magazine chose Mintz Levin Financial Advisors, LLC as one of the nation's top wealth management firms.
As a practicing financial planner with more than 30 years of experience, Bob has broad-based experience in financial planning, individual tax planning and money management, with a particular focus on asset allocation and investment strategies. He has lectured and taught lawyers, accountants and educators, and has spoken extensively throughout the country on financial planning topics. Bob has also served as a financial planning expert in the development of a financial planning software product.
He is the Director Emeritus of Boston University's Program for Financial Planners, the largest CFP Board-Registered Program in New England and one of the largest in the country. Bob currently serves as Chair of the Board of Directors of the Certified Financial Planners Boards of Standards. He has also served as Chair of the Board of Examiners of the Certified Financial Planners Board of Standards, which sets standards for professionals worldwide. Bob currently serves on the Board of Trustees of the B' Nai B'rith Sports Lodge. He is a member of the Fidelity Institutional Wealth Services Advisor Council, and a former member of The Fidelity Research Institute's Advisory Council. Some of his other past service includes serving as President of the Dartmouth College Alumni Association of Eastern Massachusetts and Trustee of the Darrow School. In October 2002, Bob, along with his two brothers, received the prestigious Community Service Award from The American Jewish Committee. In March 2010, Bob was honored by Boston University for his service and the Robert J. Glovsky Scholarship Fund was created to help fund the financial planning education for candidates choosing to serve the underserved population.
In the February 2006 issue of Consumer Reports, Bob was the expert reviewing and evaluating 11 different retirement planning options. He was chosen as one of the “Top 100 Independent Financial Advisors” by Barron's in 2007, 2008, 2009, and 2010. He was listed on the "Top Professional Advisors" list in the new J.K. Lasser book, New Rules for Estate and Tax Planning. He was also listed in the Mutual Fund magazine's "Nation's Top 100 Financial Planners." Worth magazine has selected Bob as one of the “Best Financial Advisors in the Country” eight consecutive times. He was included in Boston Magazine’s 2010 list of Five Star wealth managers. In addition, he has twice appeared on the cover of Financial Planning magazine. He is widely renowned for his financial expertise and has hosted “The Bob Glovsky Show” airing five days a week on Business Radio. His views were also showcased for over eight years when he served as co-host of “The Money Experts” on Boston radio, and of “The Financial Planners” on cable television stations. Bob has also appeared on CNBC, as well as on Boston channels 2, 4, 5, and 7 and on New England Cable News. He was awarded the highest honor bestowed by the Boston University School of Law, the Silver Shingle, for Distinguished Service to the School of Law (April 2002).
His expertise is widely recognized in the print media. Bob has been a professional advisor to the Boston Herald’s “Money Manager” column, and a contributor to the Boston Business Journal and Massachusetts Lawyers Weekly. He is regularly quoted in publications, including The New York Times, The Wall Street Journal, Barron's, Business Week, The Washington Post, The Boston Globe,and the Boston Herald.
Bob received his undergraduate degree from Dartmouth College, and both his J.D. and master's degree in Taxation from Boston University School of Law. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU).
CFP® and CERTIFIED FINANCIAL PLANNER™ marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Peter A. Brooke
Author of A Vision for Venture Capital
Founder of TA Associates and Advent International
Mr. Peter Brooke is Co-Founder and Chairman of Brooke Private Equity Associates. Mr. Brooke serves as an advisor to the BPEA investment team.
Mr. Brooke’s long and successful career in venture capital and private equity began in the 1950s. After a brief time in the U.S. Army, he joined the First National Bank of Boston as a loan officer. While at the bank, he helped form the High Technology Lending Group and began his deep involvement in venture capital investing. Mr. Brooke left the First National Bank of Boston and became the head of venture capital and special situation investing at Bessemer Securities Corporation in 1961. In 1963, he left Bessemer to form a venture capital management company with the partners of Tucker, Anthony & RL Day, a New York Stock Exchange member firm. Three years later, Mr. Brooke became the partner in charge of Tucker Anthony’s corporate finance and venture capital departments. In 1968, he formed TA Associates, which has since become one of the largest venture capital firms in the United States.
While managing the operations of TA Associates, Mr. Brooke began his interest in the application of venture capital in international markets. In 1973, he co-founded Sofinnova S.A. in Paris, France, with the French Ministry of Industry and Crédit National. Sofinnova is the European Continent’s oldest venture capital firm. Building on this experience, Mr. Brooke helped to establish numerous leading venture capital firms in Europe, Asia, and Latin America over the next decade.
Mr. Brooke’s interest in international venture capital led to the formation of Advent International Corporation in 1984. Advent is the successor to the international operations of TA Associates. Mr. Brooke became Advent’s Chairman and Chief Executive Officer upon leaving TA in 1984. Under his leadership, Advent grew to be one of the world’s largest and most respected private equity firms, implementing the investment approach in Europe, Latin America, Israel, and Asia. In 1996, Mr. Brooke retired as CEO of Advent but remains as its active Chairman. Today the firm has $24 billion in cumulative capital raised, over 140 investment professionals and offices in 15 countries. Advent has invested in over 590 companies in 41 countries.
Mr. Brooke served as Chairman of the Board of Trustees of the Boston Symphony Orchestra. He is a former Overseer of Harvard University, and Trustee of Colgate University, the Eisenhower Exchange Fellowship, and the Middlesex School. Mr. Brooke is a member of the Private Equity Hall of Fame and recipient of the National Venture Capital Association’s Lifetime Achievement in Venture Capital Award and Harvard Business School’s Alumni Achievement Award. He is a Fellow of the American Academy of Arts and Sciences. The Boston Business Journal named Mr. Brooke one of Greater Boston’s 100 most influential business people of the 20th century.
Mr. Brooke was educated at Harvard College and Harvard Graduate School of Business Administration.
Jack Parker
Head Hockey Coach and Executive Director of Athletics
Boston University
Jack Parker, whose career with Boston University spans nearly four decades, was named the University's first executive director of athletics in April 2002. Recognized primarily for his accomplishments as the Terriers' hockey coach since 1973, Parker continues to guide the BU hockey program.
Parker, who serves as the chief strategist, advocate, and spokesman for varsity athletics at Boston University, also works closely with Assistant Vice President and Director of Athletics Mike Lynch in the strategic issues involving the athletic department. Parker also focused his attention on the fundraising efforts for the University's ambitious plans centering on the John Hancock Student Village complex, in particular the Harry Agganis Arena. The Arena, which opened on Jan. 3, 2005, serves as the home of the Terrier men's ice hockey team, and seats 6,300 fans for hockey.
A native of Somerville, Parker will be entering his 38th year as the Terriers' varsity hockey coach. During his illustrious career, he has amassed a record of 834-429-104 (.648). His win total and winning percentage rank in the top three among all active Division 1 coaches, while no coach, either active or retired, has won more games at the same institution than Parker. In 24 of his previous 37 seasons, his teams have won at least 20 games, while 23 of his teams have advanced to the NCAA tournament. In the NCAAs, Parker has posted 30 wins, the second most of any Division 1 coach. His teams have won a combined total of 49 championships, including three NCAA Division 1 titles, a record 21 Beanpots, seven Hockey East titles and four ECAC titles.
Over the years, 23 of Parker's players have played in the Olympics, including four members of the 1980 U.S. Team that won the Gold Medal in Lake Placid. In addition, over 50 of his players have played in the National Hockey League. Of that group, nine were first-round draftees including Rick DiPietro, who was the number one pick overall in the 2000 draft.
Parker also enjoyed outstanding success as a player. He was the MVP of his Catholic Memorial High School team his senior year and went on to star for the 1966-68 Terrier teams. They had a combined record of 72-22-4, won three Beanpots, and advanced to the NCAA twice. He was captain of the team his senior year and received the Bennett McInnis Award for team spirit.
Twice named the NCAA Coach of the Year, Parker was inducted into the Boston University and Beanpot Halls of Fame, and was presented an honorary Doctorate of Letters degree from Boston University in 1997 for all he has accomplished at his alma mater.
Married to the former Jacqueline Gibson of Wellesley, Parker has two daughters--Allison and Jacqueline and three grandsons, Jake, Shane and Ryan.
Patricia J. Jabar
Tax Partner
PricewaterhouseCoopers
Patricia J. Jabar is a tax partner with PricewaterhouseCoopers' Boston office with an extensive background in income tax consequences of partnerships as a specialty. Focused on private equity, Patty has a strong background in venture capital, fund of funds, hedge funds, real estate and investment management clients. Patty has had many leadership roles at PricewaterhouseCoopers including Northeast Regional Tax Managing Partner, Northeast Tax Market Managing Partner, Northeast Financial Services Tax Managing Partner and Boston Office Tax Managing Partner.
Patty is an adjunct professor in the LL.M. program at Boston University School of Law, teaching “Advanced Partnerships”. She also taught in the JD program at Boston University School of Law and the Masters of Taxation Program at Suffolk University, teaching partnerships and S Corporations. She has developed and instructed PwC firm-wide National Partnership Courses to all staff levels, including partners. She has published and is a frequent lecturer at private equity seminars.
Patty received an LL.M. in Taxation from Boston University School of Law, J.D., cum laude, from New England School of Law, MBA from University of Maine and B.C. in Economics from McGill University. She is a member of the American Institute of Certified Public Accountants, Massachusetts Society of Certified Public Accountants, Massachusetts Bar Association and American Bar Association.
Patty serves premiere clients such as Goldman Sachs, Fidelity, Bain Capital, Harvard Private Equity, MIT Private Equity, Capital Resource Partners, Charlesbank Capital Partners, Harbourvest Partners LLC, Highland Capital Partners, Greylock Partners, Park Street Capital LLC and TA Associates.
Mike Sheehan
Chief Executive Officer
Hill Holliday
Mike began his career as a copywriter and creative director. As a creative, Mike has been awarded virtually every national and international award for excellence, including the Grand Clio, One Show Gold, Cannes Lion, Best of Show at Hatch, and Communication Arts.
Mike joined Hill Holliday as Group Creative Director in 1994 and was named Executive Creative Director of Hill Holliday in 1996. In 1999, he joined DDB Chicago as Executive Creative Director. A year later he rejoined Hill Holliday in 2000 as President. He was named CEO in 2003, the only non-founder to hold that title.
The list of clients for whom Mike has worked include virtually every Hill Holliday client including John Hancock, Dunkin’ Donuts, Bank of America, Covidien, and Liberty Mutual as well as other prominent national brands like McDonald’s, Maytag, Gatorade, and Philip Morris.
Mike attended the U.S. Naval Academy and received his B.A. in English from Saint Anselm College. He serves as Director for BJ’s Wholesale Club, Thayer Academy and Catholic Charities of the Archdiocese of Boston.
Therese Murray
President, Massachusetts State Senate
In her role as President, she has continued her mission as senator to support the rights of children and veterans, promote affordable housing, invigorate the Commonwealth’s traditional fishing and agricultural industries, and advance new technologies in the life sciences as well as reforms in health care, energy, transportation, pensions and ethics.
Therese Murray was elected Senator of the Plymouth and Barnstable District in 1992 and in March 2007 became the first woman Senate President in the history of Massachusetts.
Her signature piece of legislation is the health care cost control bill signed into law in August 2008. Under this law, health care providers and insurers are held to new standards of transparency to identify cost-drivers while also modernizing the health care delivery system with the adoption of standardized electronic medical records, physician order entry systems and uniform billing.
In just the first six months of 2009, President Murray worked with the House and the Administration to pass an unprecedented and comprehensive string of reforms, including landmark legislation that will restructure our transportation system, sweeping changes in the state pension system that shut down the worst abuses, and a major overhaul of our ethics, lobbying and campaign finance laws – all while delivering an on-time and balanced budget during the worst recession in generations.
President Murray also co-authored and passed major legislation in 2009 to restructure our transportation system by dissolving the Turnpike Authority and consolidating multiple agencies into an efficient, independent authority; and she oversaw passage of a string of sweeping reforms to the state pension system, and state ethics, lobbying and campaign finance laws.
Continuing the reform agenda in 2010, President Murray passed a Safe Driving bill that bans texting and requires improved testing for drivers. She also passed a Better Schools package that includes anti-bullying legislation, a bill requiring healthy food options in schools, and a new Education Reform bill aimed at closing the achievement gap and improving opportunities for all students. The President has also filed Economic Development legislation that will streamline the state’s model for helping businesses grow and creating jobs in Massachusetts.
In addition to being President of the Senate and Chairwoman of the Senate Committee on Ways and Means, Therese Murray has served as the Senate Chairwoman of the Joint Committee on Human Services and Elder Affairs from 1993-1999, and Senate Chairwoman of the Joint Committee on Insurance from 2000-2003.
Senator Murray’s other notable legislative accomplishments include Welfare Reform in 1995; a DSS overhaul in 1997; child care services reform in 1998; Mental Health Parity legislation in 2000; the Catastrophic Illness in Children Relief Fund in 2001; Smart Growth affordable housing in 2004; Chapter 70 reform and the landmark Health Care Reform Act of 2006; and Oceans Management, Energy Reform and Children’s Mental Health legislation in 2008.
Jeff Taylor
Founder and CEO, Meetcha.com
Founder and Chairman, Tributes.com
Founder and CEO, eons.com
Founder, CEO and Chief Monster, monster.com
Recognized as an innovator and visionary in both the Internet and career industries, Taylor has reinvented the way job hunters seek employment. His "monster idea," conceived at the dawn of the World Wide Web, quickly became one of the first dot-com companies (454th registered domain on the Web) and has since become the world's leading online career site. Today, the Monster global network consists of local content and language sites in over 30 countries and serves nearly 30 million unique visitors monthly.
Taylor serves on the Board of Directors of Boston's Citi Center for the Performing Arts and Board of Advisors of Berklee College of Music. Taylor holds an undergraduate degree from the University of Massachusetts at Amherst; a Certificate-Owner/President Management (OPM) Program, Executive Education, Harvard Business School; and an Honorary Doctorate from Bentley College. Jeff is an avid Deejay for almost 30 years under the name Jefr Tale. He has a weekly show on Sirius/XM (Area) on Sunday nights.
Time: 6:00 - 9:00 PM
Museum of Fine Arts, 465 Huntington Avenue, Boston, MA
Enter museum via Huntington Avenue.
Docent-led Tours of the new wing will be at 6:45 pm and 7:15 pm.
Cocktails and dinner will be served. Cost is $75 per person.