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BLC Breakfast 2013
Visionary Leaders Investing in the Future:
Join BLC to hear about business and philanthropic leadership from Charles Bronfman and John Osterweis.
Thursday, March 07, 2013 7:30 am - 9:45 am
St. Regis Hotel • 125 3rd Street, San Francisco
(Map)
$75 if registered by February 28; $100 thereafter. Registration open to 2013 Federation donors of $1,000+. (Minimum donation of $500+ if age 36 and under.)
Thank you to our BLC Breakfast Sponsors
BNY Mellon Wealth Management
Duane Morris
Osterweis Capital Management
Rothstein Kass
Seiler LLP
Seligman Family Foundation/Sterling Bank
Busin
ess Leadership Award Recipient
John S. Osterweis
Founder, Chairman & Chief Investment Officer, Osterweis Capital Management
John Osterweis is the immediate past chair of the Jewish Community Federation and Endowment Fund's Investment Committee, a role he held from 1992 until June 2012. A respected leader and philanthropist of distinction in both the Jewish and broader communities, he was recognized with the Jewish Community Endowment Fund's Professional Advisor of the Year award in 2006. A past member of the JCF's Executive Committee and longtime Endowment Committee member, Mr. Osterweis currently serves on the Jewish Community Federation and Endowment Fund's Board of Governors.
Mr. Osterweis graduated from Stanford Graduate School of Business with top honors in finance. He served as a Senior Analyst concentrating on the forest products and paper industry for several regional brokerage firms and later for E.F. Hutton & Company, Inc. Additionally, Mr. Osterweis served as Director of Research for two firms and managed equity portfolios for over ten years. In late 1982, Mr. Osterweis decided to devote full time to his portfolio management activities, and in April of 1983 he launched Osterweis Capital Management. Mr. Osterweis is a principal of the firm and a lead Portfolio Manager for the equity and flexible balanced strategies.
Mr. Osterweis served as a Director on the Stanford Alumni Association Executive Board, Trustee of Bowdoin College, Director and Vice Chairman of Mt. Zion Hospital and Medical Center, and President of the Board of Directors for Summer Search Foundation. He currently serves as Chairman of the San Francisco Ballet Association, Director of the San Francisco Free Clinic and Trustee Emeritus of Summer Search Foundation and of Bowdoin College, from which he graduated cum laude in philosophy.
Keynote Speaker
Charles R. Bronfman
As an active businessman, Charles Bronfman enjoyed a 50-year career with The Seagram Company Limited and served as President of the Canadian subsidiaries, Senior Liaison Officer to the DuPont Company, and, until his retirement, Co-Chairman of Seagram. For 22 years, Mr. Bronfman was the Chairman and principal owner of the Montreal Expos, having brought Major League Baseball to Canada. He was Chairman of Koor Industries Ltd., one of Israel's largest industrial holding companies, from 1997 to 2006.
Mr. Bronfman is Chairman of The Andrea & Charles Bronfman Philanthropies Inc., a family of charitable foundations operating in Israel, the USA and Canada. The Philanthropies are committed to encouraging young people to strengthen their knowledge and appreciation of their history, heritage and cultural identity.
Mr. Bronfman is a founder and Co-Chairman of Birthright Israel which provides a ten-day living and learning experience in Israel as a gift for Jews aged 18 to 26. 400,000 young adults from 60 countries have benefitted from this program. Mr. Bronfman's life-long commitment to Jewish affairs led him to serve, from 1999 to 2001, as the first Chairman of the United Jewish Communities, the merged North American entity comprised of United Jewish Appeal, the Council of Jewish Federations and United Israel Appeal. He is an Honorary President of the United Israel Appeal of Canada. In 2002, Mr. Bronfman joined the Board of Trustees of Mount Sinai Medical Center in New York and was a member of the Board of Trustees of Brandeis University from 2003 until 2010. In 2002, Mr. Bronfman and his late wife, Andrea, were awarded Honorary Citizenship of Jerusalem.
Over a memorable 24 hour period in 1992, Mr. Bronfman was honored by making the ceremonial first pitch at the World Series in Toronto, the first such contest ever to be played outside the United States. At noon the next day, in Ottawa, he became a Member of the Queen’s Privy Council for Canada and later that evening was inducted as a Companion of the Order of Canada, the highest civilian honor in that country.
Together with Jeffrey Solomon, he co-authored his first book, The Art of Giving, Where the Soul Meets a Business Plan. Their second publication, The Art of Doing Good: Where Passion Meets Action, was published in September 2012.
Moderator
Jeffrey R. Solomon
President, Andrea and Charles Bronfman Philanthropies
Dr. Solomon leads the Bronfman Philanthropies, a group of foundations operating in Canada, Israel and the United States. Among the foundations’ innovative launches are Birthright Israel and Reboot, two initiatives aimed at connecting young, assimilated Jews to their tradition, The Gift of New York, a powerful response to September 11, helping to heal families of victims through the power of culture, and Project Involvement, an educational reform program serving some 265,000 Israeli elementary school students.
He previously served as the Senior Vice President and Chief Operating Officer of UJA-Federation of New York. Other past positions include executive positions at Altro Health & Rehabilitation Services, Miami Jewish Home and Hospital for the Aged and Jewish Family and Children's Services in Miami. Dr. Solomon also served with the city, state and federal governments. An author of over 100 publications in both professional journals and outlets such as The Financial Times and Wall Street Journal, he served as an adjunct associate professor at New York University and sits on numerous nonprofit and foundation boards including the FJC, a community foundation in New York, the Jewish Funders Network, Jewish Week and the New Israel Fund. He also served on the Board of the Council on Foundations, where he chaired the Committee on Ethics and Practice and sat on its Executive Committee. He is a founding trustee of the World Faiths Development Dialogue and has received a number of honors from professional associations and universities.
His widely acclaimed book, The Art of Giving: Where the Soul Meets a Business Plan (2009), co-authored with Charles Bronfman, was awarded the Axiom Gold Medal in philanthropy and has been translated and published in South Korea. They completed a sequel, The Art of Doing Good: Where Passion Meets Action (2012), which explores the principles and practices of nonprofit social enterprise, extracting the lessons from the journeys of eighteen social entrepreneurs.
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