Macquarie grows top mo’s

The importance of cross-group collaboration is a regular discussion point within Macquarie and many across our Asian offices heeded the message during last year’s men’s health fundraiser Movember. Movember officially launched in Asia for the first time in 2012, and staff from every Macquarie business group across the region joined up to “grow some truly frightening Movember moustaches” - as Macquarie Asia CEO Alex Harvey put it - for the community’s benefit.

Giles Heyring, from Macquarie Securities Group (MSG) in Hong Kong, topped the personal leaderboard for Movember across Asia, raising $HK322,909, while Frank Kwok from Macquarie Infrastructure and Real Assets (MIRA) came second, MSG’s Justin Crawford third and Alex Harvey himself fourth. These efforts helped propel Macquarie’s Hong Kong team to the highest corporate fundraiser position in the region, while Macquarie’s Singapore team ranked second in that country thanks to MIRA’s Rob Thorpe and MSG’s Justin Yeoh. Demonstrating that the mo knows no geographical boundaries, these hair-raising pursuits have now put Movember Hong Kong and Singapore securely on the global Movember map.

Other top-ranking Macquarie fundraisers included:• Australia - Al Broom ($A22,096) and Robert Dunlop ($A15,163)• Canada - Jeffrey Mackie ($C22,145) and James Mackie ($C4,550)• South Africa - Chris Du Toit (R21,113) and Sheivaan Naidoo (R11,157)• United States - David Harmelin ($10,658) and Mark Mitchell ($10,452)• United Kingdom - Mark Topfer (£11,790)

Altogether, Macquarie was the highest global corporate fundraiser for the charity last year, with 285 staff across the globe raising in excess of $A520,000 once the Macquarie Group Foundation’s matching support was included. A number of Macquarie offices also ranked highly in their respective Movember country leaderboards, including Macquarie Australia (ranked first with $A202,000); Macquarie USA (ranked third with $US84,954) and Macquarie SA (ranked fifth with R74,344).

John Hughes, Macquarie Capital Executive Director and Movember Board member, said the 2012 fundraising result demonstrated Macquarie’s tremendous support of Movember. “Macquarie was also the highest corporate fundraiser for Movember in Australia in 2009 and globally in 2010. It’s a huge credit to Macquarie Movember supporters and the Macquarie Group Foundation that they have ranked so consistently highly over the years.”

The CEO of Movember, Adam Garone, thanked Macquarie and its staff for their continued support. “Being our largest global fundraiser is a real achievement and certainly demonstrates the power of the Mo movement at Macquarie.”

Macquarie in the coMMunity Macquarie in the coMMunity

Macquarie Securities Group’s Giles Heyring, Movember’s highest fundraiser in Asia. Giles was one of several Macquarie executive directors to promote the men’s health charity this year throughout the region. Photo courtesy: Nicholas Antoniou.

Issue One // 2013

Chairman’s message It was very pleasing to see the extent to which Macquarie staff supported the Movember campaign recently. Macquarie repeated its 2010 efforts to again record the highest corporate fundraising globally for the men’s health charity, an excellent result.

In Australia, Macquarie won the Top Team Over 10 Award for the fourth consecutive year and, as the lead story in this newsletter notes, a significant contribution also came from our Asian staff this time.

Richard Sheppard, Chairman

Asia

In New York: CoRe workshopsOne of the Foundation’s objectives is to contribute to the capacity of Macquarie’s not-for-profit partners. In December and January, the New York City office helped fulfill this by launching training workshops to enhance community organisation performance by utilising employee skills. The first workshop focused on common human resource issues, including interviewing, performance management and diversity in the workplace, while the second offered volunteers from Macquarie Funds Group private placement team and a public speaking trainer to help charities improve their fundraising pitch to donors. Both workshops were well-attended and recorded very positive feedback.

In Toronto: Helping staff help non-profits David Fleck, CEO of Macquarie Capital Markets Canada and Alex Rothwell, head of Equities in Toronto, recently launched an initiative known as the Canadian Board Network, to help staff who currently serve or are interested in serving as board members to learn more about the charitable sector. More than 40 staff attended the inaugural event, at which representatives from Volunteer Canada and Altruvest, an organization which helps individuals become better board members, spoke. Many staff were keen to learn about how to become a board member, and for those staff already serving on boards, topics of interest included risk management and fundraising.

In Hong Kong: Mentoring makes a differenceMacquarie’s Po Leung Kuk (PLK) mentoring program in Hong Kong wrapped up in January, with 22 staff working with 11 mentees over seven months. The PLK graduates, who are on university scholarships funded by the Foreign Correspondents Club, take part in one-on-one mentoring sessions held at Macquarie’s office, as well as career guidance workshops each month. “The mentees had all faced a number of challenges growing up and through the Po Leung Kuk mentoring program we were able to witness what a difference mentoring can make to these graduates,” said Macquarie Securities Group’s Llewellyn Jones.

In London: Macquarie’s support for the Prince’s Trust Macquarie is the silver patron of the Prince’s Trust. Our funding is directed to the Enterprise Programme, a training programme aimed at supporting young entrepreneurs to set up their own businesses and staff recently met with participants to discuss their plans for the future and business ideas.

In Sydney: Crowdfunding social changeThe Foundation hosted a pilot event for The Funding Network in Australia, a new way of raising funds for innovative social change projects through collaborative giving. This is an initiative that has demonstrated success in the UK and encourages different ways for community organisations to flourish. The event raised more than $80,000 for four social entrepreneurs.

Note: Unless otherwise stated, all monies raised by staff mentioned in this newsletter include Macquarie Group Foundation matching and are denominated in local currency.

Foundation News

Fiona Chou from Hong Kong’s Po Leung Kuk mentoring program and MFG’s Raymond Chan.

As well as raising awareness about the fact that more men die prematurely from potentially preventable illnesses than women, the funds we have helped raise will accelerate prostate cancer research outcomes by providing researchers around the world with the opportunity to work together on specific projects, share information and data and avoid duplication of research effort.

The Foundation Board congratulates all those who competed or supported a Movember team.

Chairman’s message

Continued

Macquarie Group Foundation objectives

What we aim to achieve:

The Macquarie Group Foundation supports not-for-profit organisations around the world, predominantly in the locations in which Macquarie operates. Our work is significantly influenced by the activities of Macquarie staff and as such our key objectives are to:

• • Support and encourage staff leadership and engagement in the communities where Macquarie staff live and work.

• • Contribute in skilled and sustainable ways to improve the performance and capacity of community organisations.

• Build awareness of Macquarie Group staff activities and achievements in the community.

We seek to achieve these objectives by:

• • Supporting staff-led community activities and financially matching Macquarie staff personal donations and fundraising efforts.

• • Directing targeted funding to innovative and well-run organisations where Macquarie staff are involved through volunteering, pro bono skills transfer and in-kind support.

• • Recognising staff leadership and community commitment through staff community awards and internal and external communications.

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OUR STAFF IN THE COMMUNITY

3 LEADS in the market place

New York Needs You (NYNY) is a community organisation which aims to increase the number of first-generation US college students who graduate from college (currently only 11%). NYNY works with volunteers from the business sector to connect them to students from low-income backgrounds, to ensure they have the support, information and access necessary to realise their career aspirations. On Valentine’s Day, Macquarie volunteers shared the love with 12 first-generation college students from NYNY’s program, participating in a Career Shadow Day with Macquarie employees. These included Corporate Operations Group’s Valerie Fred, who gave the students tips about networking and interview techniques, and a group of analysts who talked about “the real analysts of Macquarie” story. After a tour of the office, and an explanation of the open floor plan, the students took part in a lunch attended by several business group representatives who discussed other roles in the industry.

The day was organized by staff champion, William Demas, himself a first-generation college student who has joined NYNY’s Young Leadership Board and plays an active role as a mentor and fundraiser for the organisation. He was pleased to see his colleagues support the students. “It’s really interesting to hear how others have progressed in their careers, and I think it gives these students great perspective on the range of roles they can pursue when they graduate,” he said.

4 Doggone great idea

Macquarie Funds Group’s Liam Donohue established the Black Puppy Foundation (BPF) six years ago to help fund research into mental health issues affecting Australia’s youth. Following several years of fundraising, BPF established a relationship with the pre-eminent authority on mental health research in Australia, the Black Dog Institute. Together with the Institute, the BPF recently established an award to provide funding support to PhD students whose research is in the field of anxiety, depression or psychosis. Australian National University student John Gosling was the inaugural winner; he is studying insomnia treatment as a means to improve mental wellbeing and reduce depression and plans to use the $3,000 award to travel to a related conference in the United States this year.

5 Macquarie helps launch new planet for seniors into NYC orbit

Hurricane Sandy did not prevent Macquarie’s New York IT team from helping the Older Adults Technology Service (OATS) open its Senior Planet Digital Exploration Centre in January, although it did delay the launch by four weeks. When it came time to unpack, assemble and download software to the Center’s state of the art computers, volunteers George Bendezu, Samir Singh, Jeremy Lau and David Lewis spent two days helping OATS staff get the job done. The first centre of its kind in the US, it hosts technology classes, the Macquarie Lecture Series - 10 gatherings each year to help seniors use computers - and social and cultural events, offering older New Yorkers a comfortable space to explore today’s digital world and enhance health, finances and social connections.

6 Kasumisou Foundation lauds Macquarie Tokyo staff efforts

Sometimes people may not realise the difference that their efforts can make, says Barbara Rosasco from the Kasumisou Foundation, a charity Macquarie Japan’s office has supported for several years. The ¥814,500 raised by Macquarie’s most recent annual Kasumisou charity luncheon benefited Cambodian families and children in an AIDS support program, ensuring they have enough to eat and access to medical care. “The Macquarie team is an inspiration - as always, the food was delicious and the entire event was amazing!” Ms Rosasco said, adding that the donation to Kasumisou Foundation is vitally important as it costs about ¥10,000 per month to support one of its 75 families. “It is a long way from the comfort of ultra-modern Tokyo to the slums where our families live and the combined success of these [fundraising] efforts goes far beyond simple survival.” Corporate Operations Group’s Mindy Hepburn coordinated the fundraiser; she thanked the 20-strong staff team who helped prepare the lunch and clean up afterwards and without whom the event could not have taken place.

1 The Gurgaon office purchased and distributed blankets to some of Delhi’s needy, pictured here, during winter.

2 Macquarie Corporate and Asset Finance’s Carroll Connell at right, with Mary Cortani on left from Operation Freedom Paws, one of the organizations that benefits from Tuolumne Trails.

3 Macquarie Capital’s William Demas (centre) with New York Needs You students during their visit to Macquarie.

5 OATS user Priscilla Wolf learns how to use an iPad, courtesy of Macquarie volunteers.

8 Momentous mountainous effort for JDRF from Team Macquarie.

1 Gurgaon staff warm up homeless in cold winter

The coldest Indian winter in 44 years prompted Corporate Operations Group staff Gopi Bahl, Sumesh Gambhir and Vishal Dubey to distribute blankets to homeless people struggling to survive the freezing conditions. The Gurgaon IT employees wanted to reach at least 100 people living without shelter as part of a campaign they christened ‘save a life today’. “We covered over 150 kilometres in 14 nights and reached out to over a hundred people,” said Vishal. The initiative was bolstered by other team members who contributed to the purchase of the life-saving blankets, as well as helped hand them out.

2 A place for special kids to stay at San Jose, thanks to Macquarie fundraiser

By all measures the second annual Macquarie fundraiser for Tuolumne Trails, a camp located on 80 acres of Sierra Nevada wilderness for children with special medical needs, was a roaring success. Four members of Macquarie Equipment Finance’s office in San Jose helped raise over $72,000 to support the camp, with employee Carroll Connell driving the event planning. More than 140 people attended the dinner, learning about Tuolumne Trails and meeting its partner organizations, including Operation Freedom Paws, which provides service dogs and support to veterans, the John Kerr Foundation, which promotes independence for young adults living with muscular dystrophy, and the Recreational Sports Club San Joaquin, which provides sporting opportunities for people with disabilities. Food, wine, live jazz and significant prizes up for auction – including the highlight draw of a 2013 Ford Focus - helped make the event a great success.

From left: Macquarie Group Foundation’s Lisa George, with BPF award winner John Gosling, Professor Helen Christensen from the Black Dog Institute and Liam Donohue, Macquarie Funds Group employee and Managing Director of the Black Puppy Foundation.

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Tokyo staff enjoying the delicious office lunch options prepared by generous volunteers as part of a Kasumisou Foundation fundraiser.

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communityour staff

7 Hope is in the house in Singapore

Macquarie Singapore staff have raised $S2,652 in a ‘minute to win it’ fundraiser for local charity HopeHouse, a not-for-profit offering housing to young men in need of care. Together with HopeHouse residents, around 15 staff also participated in Singapore’s inaugural Green Corridor Run as part of a mentoring initiative which focuses on positive engagement through sport. Volunteer coordinator Belinda Wright, from Fixed Income, Currencies and Commodities, said that HopeHouse provides a safe and helpful environment for 12 youths to live while studying or normalising their lives.

8 Ride on – Macquarie surpasses $1m through JDRF cycle

Team Macquarie raised over $104,000 from 16 Macquarie riders and 13 clients and friends in this year’s Ride To Cure Diabetes, tipping Macquarie’s total Juvenile Diabetes Research Foundation fundraising through this annual event to more than $1 million over the last decade. Team member Macquarie Advisor Services’ Jacqui Lennon deserves a special mention: completing the 160-kilometre ride through South Australia’s Barossa Valley for the third time (and on a new road bike unlike last year’s mountain bike), Jacqui wiped over 30 minutes off her previous time despite experiencing severe cramps for most of the last lap. Inspired to help her four-year-old daughter and others with type 1 diabetes, Jacqui was an inspiration to the team and raised close to $20,000.

9 Tokyo staff make FITness a special priority

Sixty-five staff represented Macquarie in the most recent Financial Industry in Tokyo (FIT) for Charity event, which raised more than ¥56 million for eight local charities by walking or running with family and friends around Tokyo’s Olympic Stadium. Macquarie is one of the key supporters of the fundraiser, which enjoyed its biggest year ever with a record number of participants.

10 Kids more comfortable playing outside now

While working on a Macquarie business project in Mexico, Vancouver’s Marcio Foncesca from Fixed Interest, Currencies and Commodities was keen to make a personal contribution to the local village community of Banamichi. The Impulso de Koria de Banamitzi, a not-for-profit running a number of social programs in the area, enabled Marcio to get involved in improving facilities for elementary students at the local school. The students did not have a roofed area outside, which made it difficult to organise outdoor performances or social activities in the semi-desert climate. As well as supporting the building of a roofed shaded area, Marcio’s donation, which was matched by the Macquarie Group Foundation, also helped fund scholarships for undergraduate students from the village. Marcio said the total contribution has had a material impact in improving the school and students’ lives in an impoverished area in Mexico.

11 Sharpen up!

Recognising that primary school children need stationery to properly learn at school, Financial Management Group’s Ryane Brunsdon – together with colleagues Linda Le Roux and Macquarie Securities Group’s Lucy Bromage – raised money to put together 80 pencil bags for first-grade children at Chapel Street Primary School on their first day at school. Macquarie’s Cape Town office already has a partnership with Chapel Street and Ryane is keen to expand his pencil bag initiative to many more schools in the Cape Town.

MSG staff in Cape Town have also donated ZAR50,000 to a local nursery school catering mainly to children of domestic workers travelling into the city from townships. The funding provided violins as well as the cost of a teacher for a year so the children could learn to play and care for a musical instrument. Staff also attended the nursery’s end of year graduation and violin concert.

12 Deadly cancer averted thanks to Melbourne’s Mann

Gabrielle Mann may have unwittingly saved several of her colleagues’ lives after driving a fundraising campaign throughout 2012 for the Skin and Cancer Foundation. In recognition of the $6,650 that was donated to the charity through her fundraising efforts, two skin specialists visited the Melbourne office to offer free cancer checks to interested staff. Out of the 100 people tested, 11 were referred to specialists for immediate spot removal, 17 were warned about current spots and given information on further skin checks and five were referred to skin specialists for other skin concerns. One person had a malignant basal cell carcinoma on his face requiring immediate removal, while another had a dangerous lesion on his chest and three on his face requiring immediate removal and further testing. This staff member was subsequently informed that the spot on his chest could have been deadly within a year. “I didn’t realise there was anything suspicious about this spot on my chest and don’t know when or if I would have had it checked out,” he later said. “The skin check saved my life.”

Due to the success of her fundraising campaign, Gabrielle, from Banking and Financial Services, has been an information point for other Macquarie offices about rolling out a similar program. “I started [fundraising] at the beginning of the year and it took all year to get the amount I did, through auctioning items and asking for donations,” said Gabrielle, both of whose parents have had melanomas. “But it was worth it to get the outcome we did.”

13 Four legs good, two legs not bad either at animal farm

Freightliners City Farm is a haven for wildlife in London and attracts more than 45,000 visitors a year. Sharing the Islington borough with Macquarie’s London office also makes it a great location at which to volunteer for staff. Compliance employees from Risk Management Group spent a wintry day transforming Freightliners’ butterfly cage, making friends across the division as well as with the goats and sheep!

Cleaning up the cage: RMG staff helping out at an inner-London farm.

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Mexican school students performing in the new roofed area that Vancouver’s Marcio Fonseca helped build.

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From left: Macquarie Securities Group’s Damian Thong, Miki Edelman and Alisa Okamoto at the Financial Industry in Tokyo’s (FIT) for Charity event.

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Regional newsAsia

Contact Us

For more information on Macquarie Group Foundation activities or to submit a story for the next edition please contact:

Heather Matwejev +852 3922 3535 Heather.Matwejev@macquarie.com www.macquarie.com/foundation

14 Macquarie’s Mumbai office converts to art studio

Macquarie’s Mumbai office transformed into an art supplies shop in November, during the Hindu festival of Diwali. The Akanksha Foundation, a local charity educating children from low income communities, set up shop in the office with its ‘Art of Akanksha’ collection. Inspired by Indian art, the colourful products included lanterns, cards, wall art and laptop accessories. Staff purchased over INR30,000 ($US558) worth of goods, with the proceeds to go to art education initiatives. Akanksha assists around 4,200 children through 40 after-school centres and 13 schools in Mumbai and Pune.

15 Macquarie’s kimchi masterchefs spread goodwill

Eight Macquarie Seoul staff turned into chefs during a kimchi fair day in November to make Korea’s traditional fermented vegetable dish for those less fortunate than themselves. Macquarie staff contributed KRW3 million to help make the day happen, supporting ChildFund and Baffor, which provides food for homeless people and was pleased to receive the kimchi produced on the day. Both organisations are also beneficiaries of the Seoul office’s annual Community Day. Regular Macquarie Funds Group volunteer Justine Huh said the day was a lot of fun and congratulated her colleagues for their quality kimchi contribution.

16 Coastal clean-up makes a difference

Fifty Macquarie Hong Kong staff made a small but significant difference to the natural beauty of the country’s coastline recently, during the Hong Kong Coastal Clean-up Challenge. Hundreds of bags of rubbish were taken away by determined staff, who were left with a greater awareness of where rubbish ends up and the impact it has on beaches and oceans. “This was a great day out for all the family on a beautiful sunny day in Hong Kong,” said coordinator Ketan Odedra, from Corporate Operations Group, who thanked all employees’ for their volunteering efforts. The data gathered during the clean-up will add to knowledge about waste in Hong Kong, and will be shared with scientists and politicians to influence government policy.

My day job is... I am part of Technology Operations team in Gurgaon. My job is to ensure seamless support to technology applications used by Financial Management Group businesses globally.

I got involved with giving blankets to the homeless because... Reading reports in newspapers about hundreds of homeless people dying on the streets due to lack of warmth made me want to make a difference and ‘save a life today’.

My community needs... Committed individuals who take time to support and implement ideas to help the underprivileged directly/indirectly.

I can help my community by... Participating in fundraising as well as taking out time to do hands-on community service.

I’d like to volunteer to... Take this forward, and continue with broader initiatives throughout the year. The next one on my radar is the ‘Eradicate child labour programme’ by providing education to street children.

If I could fix one problem it would be... The stark and growing economic disparity between sections of society.

The people who inspire me are... Those with positive thinking and attitude despite adverse circumstances.

I’m most proud of... The team who volunteered on freezing cold late nights to cover shelter less people struggling to survive against extreme conditions, ranging more than 150km.

If everyone could just do one thing to make a difference what would it be? Those people who hire child labour need to stop and support children as they are our future.

Vishal DubeyCorporate Operations Group, Gurgaon

Vishal was one of the first volunteers to distribute blankets to people living without shelter in Delhi, as part of a campaign christened ‘save a life today’.

17 Smarter than a fifth-grader?

Macquarie Manila staff checked their IQ for charity in an “Are you smarter than a 5th grader?” tournament launched by staff this year. All event proceeds go towards funding scholarships and/or general school needs for children helped by local not-for-profit A Better Chance Foundation. Corporate Operations Group employees Lincoln Cassis, Warren Henderson, Richard Nicholls and Alan Creighton competed amongst each other and three student participants from ABC Foundation’s Sienna College to try and claim the tournament title by answering trivia questions ranging from academic to pop culture. Staff raised more than Php 38,200 to support the participants, with Warren Henderson ultimately winning out given his superior pop culture smarts in the final round.

Staff Snapshot

Fifty staff joined a beach cleanup day in Hong Kong.

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Macquarie Financial Group’s Haein Kim, Central Executive’s Wansook Chung (CCIR) and Macquarie Financial Group’s Brian Kim making kimchi.

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Trivial smarts on display at the Manila office’s Are You Smarter Than A 5th Grader fundraising tournament.

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Artworks sold in Macquarie’s Mumbai office to benefit local charity the Akanksha Foundation.

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