Staff in the Community Awards - 2011 winners

In 2006, BFS investment advisor David Lush, from Macquarie’s Calgary office, thought it a good idea to involve local ice hockey team the Calgary Flames in a small charity function. From low-key beginnings, the poker game event David co-founded grew into the Flames’ most successful financial and entertainment undertaking, with its Ambassadors’ Celebrity Poker Tournament most recently raising $C550,000 (total proceeds raised since inception have been over $C2.75 million).

As a Flames Ambassador, David was also able to direct a portion of the 2011 tournament proceeds to a charity of his choice: the Impact Society, which helps young people develop positive behaviour. As well as personal fundraising, a significant contribution David was able to make to the Impact Society in Calgary was introducing it to Top 10 rock musician Robb Nash who tours high schools inspiring thousands of students through song. David’s fundraising has enabled Nash to motivate even more young people, winning David the 2011 Fundraiser of the Year.

For Justine Huh, in Seoul’s MFG MIRA, her path to becoming the 2011 Volunteer of the Year was inspired by both a friend working in the community sector and MFG Executive Director Ben Way, who introduced the idea of an office Community Day. “When Ben first came up with the idea of the Community Day, I really wasn’t so sure it was actually going to materialise. But with his endless support and encouragement, as well as all the Korean Community Advisory Committee members who’ve been so wonderful during the last couple of years, it’s a successful annual event,” Justine said.

Ben Way himself attributes Community Day to the leadership role Justine took. “Through hard work, persistence and great passion she got the office behind the idea and made it a reality,” he said. “Most importantly, Justine helped many of our team see the impact they could have on our community.”

Making a difference in the bigger picture was what inspired Lina Tao to contribute to two US charities. Lina, from MFG MIRA in New York, offered her web skills and marketing talents to ReserveAid, which assists the families of active duty personnel, and Inwood House, which supports teens in pregnancy prevention and family support. Her valuable contribution of time, service and money saved won Lina the 2011 Pro Bono Adviser of the Year.

“Both needed some assistance with their online and print marketing materials, which is what connects the charities to the outside world,” Lina said. “I enjoy creating something that inspires confidence in the charities and feel it helps them improve their ability to communicate the power of their work and persuade donors and others to rally to the cause.”

MACQUARIEINTHECOMMUNITY

Clockwise from left: Lina Tao, David Lush (second on left) and Justine Huh.

Issue One // 2012

Chairman’s message

In this edition of Macquarie in the Community, we recognise the significant and diverse contribution staff make in their local communities. We are pleased to profile the individual winners of the Macquarie Staff In The Community Awards for 2011 across fundraising, volunteering and pro bono categories, as well as teams of staff who contribute through collective efforts.

We have also provided some further information on the charities to which the 2011 CEO’s Global Community Challenge winning and highly commended offices have chosen to donate.

Richard Sheppard, Chairman

...PTO/

Australia / New Zealand

Regular readers of Macquarie in the Community would know that the Manila office’s community spirit is frequently profiled in these pages. Their win in the CEO’s Global Community Challenge, announced in December, is recognition of the range and diversity of their community efforts.

In February, Emily Verde, from HR in Manila, sent the Foundation a note providing some background about the particular culture in the Philippines that encourages such community spirit or ‘bayanihan’. This is a Filipino word which originated from two Filipino words: bayani, meaning ‘hero or heroine or leader’ and ‘bayan’, meaning ‘nation, town, or community’. Combining the essence of both words, bayanihan invokes ‘a sense of leadership and initiative’ or ‘a sense of community’. In a wider sense, it refers to the spirit of leadership, initiative, volunteerism, cooperation, camaraderie and unity.

This culture goes some way towards explaining why Macquarie’s Manila office is replete with staff keen to contribute to those less fortunate in their society.

Earlier this year, by popular vote, Manila and the highly commended offices Bloomfield Hills and Vancouver chose the charities they wished to benefit from the competition proceeds, (Manila chose to distribute its proceeds among three charities). The charities are:

Manila ($A25,000)

Children’s Hour provides marginalised Filipino children with access to education, health and nutrition and greater opportunities in life.

Hospicio de San Jose is a welfare home for orphans, abandoned and special children and elderly people.

Haribon Foundation is a conservation agency at the forefront of environmental and wildlife protection in the Philippines.

Bloomfield Hills ($A,5000)

Detroit Rescue Mission Ministries provides food, shelter, housing, employment training, case management and more to the most disadvantaged members of the local community.

Vancouver ($A5,000)

The Canucks Autism Network enhances the quality of life for children and youth living with autism in British Caledonia.

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 NewsStaff in the Community Awards

- 2011 winners continued

Team Award

And finally, the MOT New York team, which has worked with Older Adults Technology Services (OATS) for two years, won the 2011 Team of the Year Award. They have invested more than 1,000 hours in pro bono support through classroom volunteering, constructing computer labs in seniors’ centres and providing intensive consulting services. Through this partnership the Macquarie team have leveraged $US900,000 in federal funding, provided $30,000 in in-kind donations and services and created a long-term plan for 24 new computer labs.

Highly commended awards

Fundraiser of the Year

Will Holland, FICC, London - Royal National Lifeboat Institute

Craig Stovel, BFS, Toronto - Big Brothers / Big Sisters

Sheila Schroeder, MSG, San Francisco - Leukaemia and Lymphoma Society

Volunteer of the Year

Andrea Bustillo, MacCap, Vancouver - Victim Services, West Vancouver Police Department

Aran Flanagan, MOT, Sydney - Children’s Cancer Institute Australia

Richard King, FICC, London - Reach Out!

Pro Bono Adviser of the Year

Randy Reiff, FICC, New York - Matt’s Promise

Gavin Winbanks, CEX, London, - The Accept Consortium

Jeff Wiseman, FICC, New York - Educational Partnership for Instructing Children (EPIC)

Team of the Year

Staff in the Albury office - Cancer Council of NSW

MacCap ED’s Team, Sydney - Oxfam Australia

Staff in the Cape Town office - Habitat for Humanity

Staff in Hong Kong and Singapore in the Project Hammer Team - Tabitha Foundation and New Hope for Cambodian Children

Foundation grants

At its December 2011 Board meeting, the Foundation reaffirmed its commitment to a number of not-for-profit organisations.

The Foundation has extended its support of the Research Innovation Diabetes Partnership - part of its ongoing support to Juvenile Research Diabetes Foundation Australia - for a further year. The Foundation signed a $A2.2 million four-year partnership with JDRF Australia in 2007 and is providing an additional one-year grant to support the organisation in 2012. A grant has also been provided to support the JDRF UK’s ‘Spin To Cure Diabetes’ events this year as well.

The Foundation is continuing to support the Cerebral Palsy Alliance in Australia by underwriting the organisation’s key fundraising event, the 20/twenty Challenge. This means that every dollar participants raise during the event (a two kilometre swim, a three kilometre kayak and 20 kilometre walk) goes directly towards purchasing equipment for children with cerebral palsy.

Finally, the Foundation is once again the principal corporate supporter of the UK’s Streetwise Opera in 2012. Streetwise runs a weekly music workshop program in 11 homeless centres around the UK, and staging bi-annual productions to give performers a chance to star in quality shows. The Foundation has supported Streetwise since 2008.

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OUR STAFF IN THE COMMUNITY

3 Read all about it

Some people run marathons to raise money for charity, while others climb mountains, ride bikes or swim. CEX’s Anna Le Masurier chose a more sedentary fundraising approach between July and November last year when she asked friends and colleagues to sponsor her in a readathon. Anna read 25 books and raised more than $12,000 for Burmese refugees and migrant workers seeking gynaecological surgery through the Burma Women’s Medical Fund, a charity based in Mae Sot on the Thai-Burma border. Having needed similar treatment herself over the last decade, Anna wanted to help other women who were unable to afford it. “I would have died a couple of times over the last few years, including halfway through my readathon, without the excellent medical care available in Sydney,” Anna said. “I was keen to give other women who don’t have the same financial resources access to treatment as well.” Anna also visited Mae Sot in December to meet patients whose surgery she helped fund - and read a few more books while she was there.

4 Howzat for the Swashrit Society

Eleven Gurgaon staff recently played cricket with and raised money for children from the Swashrit Society, an organisation that runs literacy centres and schools for more than 300 children in slums in the Karol Bagh area. Macquarie’s cricket champions managed to fight off competition at the qualifying match before realising they had underestimated the children’s team, which ultimately won the tournament. Former Indian cricketer and chief guest Gurcharan Singh was the special guest at the sports day although the highlight from the kids’ perspective was Santa (alias Macquarie staff) distributing gifts. More than INR70,000 was contributed through the Diwali event from food and game sales.

5 ‘Is an arts degree worth it’?

A dynamic debate between Macquarie London volunteers and 12 sixth form students from the local Cardinal Pole School kicked off the first of three Uni-Guide sessions, which aim to provide an insight into what university is like for prospective students. Macquarie volunteers spent two hours discussing options and issues arising from the debate’s thesis – ‘Is a humanities or arts degree really worth it?’ – while the students, many of whom will be the first in their family to go onto further education, considered courses they might want to study. A lively contest ensued with students ultimately recognising that they may not necessarily go on to find a job in the field they initially study.

6 The biggest gift of all for Hong Kong mentors

As a graduate of Hong Kong’s Po Leung Kuk (Society for the Protection of Women and Children), Candice Lee has experienced some hardship in her life. But investment in her education by both Po Leung Kuk and a Macquarie mentoring program contributed to Candice recently being offered a position with PwC. Macquarie’s Hong Kong mentors were pleased to hear from Candice who wrote: “All the skills I’ve learnt from the Macquarie mentorship program were incredibly useful and helpful during that recruitment process. I greatly appreciate it and can’t believe that my dream is coming true and I’m one step closer to achieving my goal, to become a real accountant.” The mentoring partnership began last year as part of a Foreign Correspondent Club Charity funded initiative which saw 13 PLK students participate in the nine-month program. The Macquarie Group Foundation and Human Resources established and managed sessions including presentation, resume writing, interview and etiquette skills. The program concluded with a Christmas dinner in December with all mentees attending and receiving gifts.

7 MOT gets Streetwise

Moving business premises is not an area of expertise for Streetwise Opera, a charity whose staff spend their working hours creating and delivering musical workshops for the UK’s homeless. That’s where MOT’s Graham McGee, Nick Alexander and Patrick Duffy stepped in, saving Streetwise £10,000 in consultant fees by assisting with the move. The London team were involved in all aspects of the shift: ensuring the correct telephone lines were installed, confirming server backups, reconnecting all relocated IT equipment, installing a UPS (uninterruptible power supply) and conducting post-move testing to check systems were working. Streetwise’s Head of Development Bridget Rennie said the charity hadn’t foreseen how much planning was required to complete the move efficiently. “We were so glad the team from Macquarie took the time to help - ensuring we were up and running on the Monday meant no workshops were delayed and it was business as usual.”

1 MSG London’s David Phillips has nothing to hide in 2012.

3 Anna Le Masurier, from CEX in Sydney, with a patient and medic during her visit to a primary healthcare clinic on the Thai-Burma border.

4 Indian kids get a visit from a local Macquarie Santa.

6 Po Leung Kuk mentees celebrate the program with their Macquarie mentors at a dinner in December.

11 BFS Toronto’s Danielle Blair with children from Mali who now enjoy fresh drinking water.

1 MSG’s David the buff man for the job

David Phillips – “another year, another calendar” – recently contributed £1,100 to two charities by again enlisting his fellow rugby team mates to appear in a calendar for a good cause. David’s team stripped off to raise money for Help for Heroes (assisting wounded British servicemen and women) and SANDS (Stillbirth And Neonatal Deaths), with David leading the production, design and photography of the 2012 calendar and even appearing in front of the camera himself. The decision to adopt a slightly more risqué style for this year’s edition paid off when the 200-strong print run sold out within a fortnight. David, from MSG in London, is already taking pre-orders for 2013.

2 Halfway up, and the £20,000 hill turns into a mountain

For the third year in a row FMG’s Lisa Young signed up for the International Childcare Trust’s annual cycling fundraiser - but the latest trip in Sri Lanka was “by far the hardest!” As the fourth time for MacCap’s Graeme Conway and the third for CEX’s Yohan Powell, all of them tackled a steep ‘hill’ which turned out to be higher than the highest mountain in Britain, the 1,344 metre Ben Nevis! The cycling was not made any easier when the participants were challenged to, and then promptly thrashed at, a game of cricket by kids from Makandura Village. This is where ICT supports a project which provides support and rehabilitation to children displaced by the civil war and tsunami, and which currently houses over 150 children. The intrepid Macquarie three were able to raise over £40,000 for ICT on this particular trip and, while not getting on a bicycle himself, MOT’s Matt Bateson also played a part in contributing to the effort by coordinating the donation of 10 recycled Macquarie laptops. These were carried over to Sri Lanka by the riders for the village’s education programme.

London’s Yohan Powel, Lisa Young and Graeme Conway ride far and high in Sri Lanka for International Childcare Trust.

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CSG New York’s Will Summers (left) interviews a HOPE Program trainee.

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Whipping up discussion at a Uni-Guide meeting in London.

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8 Giving HOPE instead of knockbacks

Saying the wrong thing in job interviews is pretty common for most people at some point in their lives. But HOPE Program participants were given a chance to identify and learn from their mistakes as part of Macquarie New York’s Business Services Division’s involvement in the program last year. Under the leadership of Ray Mays and Laura Lenihan, the division has taken an active role in HOPE’s internship placement and job training and in November nine volunteers hosted mock interview sessions with HOPE trainees. Dressed in their interviewing best, the trainees spent 30 minutes in a one-on-one meeting answering questions about their resumes and work experience. Over the ensuing lunch, the interviewers and interviewees discussed common interviewing mistakes and challenges and how to best prepare for them. The HOPE Program helps individuals living in extreme poverty to find and grow careers, serving close to 700 residents throughout New York City each year.

9 Generosity in abundance

With parts of the US experiencing skyrocketing rates of hunger, Macquarie staff have responded by volunteering in significant numbers with food rescue organisations. In New York, teams of Macquarie employees assisted City Harvest with the last greenmarket harvests of 2011, harvesting thousands of pounds of fresh produce from local farmers for use in soup kitchens around the city. Macquarie’s strong support of the charity saw City Harvest award employees with volunteer spots at the New York Produce Show earlier this year. This is one of the largest City Harvest food rescues in the calendar and 50,000 pounds of food for New York’s hungry were saved from garbage dumps.

In Philadelphia, staff have an ongoing partnership with the region’s largest hunger relief organization, Philabundance. Staff in the Philadelphia office recently held a food drive to ensure the low-income residents who rely on Philabundance, 23% of whom are children and 16% seniors, did not go hungry. Boxes were assembled, filled, and delivered to support Philadabundance’s mission to ‘drive hunger from our communities’. Philabundance feeds over 800 local families.

10 Mumbai staff in trailblazing Indian Trailwalker

Four members of Mumbai’s MSG team - Amit Mishra, Inderjeet Bhatia, Rakesh Arora and Unmesh Sharma - endured the blazing Indian sun for a good part of the 33 hours it took them to complete India’s inaugural Oxfam Trailwalker event in February. The team stormed past their initial fundraising target of $US4,000, raising more than $US8,000 from family, friends and Macquarie staff around the globe to address poverty and gender injustice (focusing on children in India). The foursome were pleased to finish as a team, being one of only around 20 team entrants out of more than 80 to do so. The 100 kilometre walk took place through the countryside and forests near the city of Bangalore.

11 Hand to mouth existence in Mali eased through clean water

Danielle Blair chose to spend part of her leave recently in a remote village in Mali, delivering and installing 100 water filters as part of a Hands Across the Nation trip. Danielle, from BFS Toronto, was able to contribute because of generous donations from her colleagues who indulged in her bake sales and other fundraising efforts. Approximately 370 people now have clean drinking water following the water filter installation, with Danielle seeing first hand how the new local health centre – also supported by Hands Across the Nation – addressed the medical issues of villagers living in the community of Mana, including maternity care, malaria and wound dressing. Danielle said that inroads were also made with the local school for appropriate supplies. “There is much more work to be continued but we have successfully raised enough for the materials,” Danielle said.

12 A seasonal lunch to help out

In December, Fatima Newman from RMG Johannesburg organised a lunch for around 45 senior citizens as part of a regular annual event for older people who live on the state pension with no other means of income. MSG’s Duarte De Silva and Fatima both also contributed provisions at the lunch while other Macquarie staff assisted by collecting and returning attendees to and from their homes. After the function, the guests were each given hampers packed with groceries and goodies from funds donated by Macquarie staff.

13 Young Ambassadors welcomed in London offices

Macquarie London opened its doors to 12 Prince’s Trust UK Young Ambassadors recently, providing graduates of the Prince’s Trust Enterprise programme a chance to practice crucial public speaking and presentation skills. The ambassadors are selected to represent the charity at high profile events so were appreciative of the role played by 15 Macquarie staff who acted as a mock audience, asking questions and giving feedback. At a subsequent House of Lords event to celebrate the work of the Prince’s Trust, several of the ambassadors spoke about their journey from young offenders and job seeker queues to more confident young people with direction and focus.

FICC’s Seeta Haria takes Prince’s Trust ambassadors on a tour through the London office.

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Macquarie volunteers help to harvest more than 50,000 pounds of food from the New York Produce show.

The hard-walking MSG Mumbai Trailwalkers: Unmesh Sharma, Rakesh Arora, Inderjeet Bhatia and Amit Mishra.

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Staff Snapshot

14 Saving smiles for people with FSHD

In 2009, BFS Perth’s James Harvey was diagnosed with facioscapulohumeral muscular dystrophy (FSHD), a muscle disease causing progressive weakening starting in the face, shoulders and upper arms. As a keen sportsman prior to FSHD’s onset, James has switched his interest in physical activity to raising the profile of the disease within the community. He and colleague Emma Collins have helped raise more than $66,000 for research into the disease as part of the online campaign ‘Save Our Smile’, so named because often one of the first symptoms of FSHD is that it affects a person’s ability to smile.

15 Paddle for Pop provides for rehab patients

In January 2011, Anthony Abraham’s dad was dumped by a big wave at the beach, causing spinal injuries which left him in a wheelchair. Following an intensive rehabilitation program at Sydney’s Royal Rehabilitation Centre, Anthony’s father was able to walk again, inspiring Anthony, from BFS, to support the work of its spinal injury unit. He came up with the ‘Paddle for Pop’ fundraising campaign, kayaking 200 kilometres down the Murray River over two days and raising $15,780 in the process. These funds were able to purchase a recumbent cross trainer for the rehab unit which enables strength and flexibility training for patients.

16 Staying on course for JDRF’s 2012 Ride to Cure

In January, 15 BFS and an MFG staff member took to the Adelaide Hills to participate in the annual JDRF Ride to Cure Diabetes. With varying cycling abilities, the Macquarie riders completed either the 80 or 160 kilometre courses through the Barossa Valley. One Macquarie rider accidentally took a detour which saw him end up 30 kilometres away from the course and another completed the ride on a mountain bike - no easy feat. The team raised more than $90,000 to help find a cure for type 1 diabetes.

17 Easy does it for gardening interns

Fears of slugs, bugs and spiders did not deter IT interns who wanted to contribute to the community during their tenure with Macquarie over the Sydney summer. The group of 18 pulled on gardening gloves and volunteered with EasyCare Gardening, an organisation that helps elderly and disabled pensioners retain their independence and stay in their own homes for longer. The interns weeded, mulched and pruned and, although somewhat tired and sore afterward, achieved more than initially expected and made a noticeable difference to the garden of an appreciative elderly resident.

18 Pack the bags for a Smith Family Christmas

For the past 14 years, MOT’s Peter Eastham has organised a Macquarie team to help with the Smith Family’s Christmas hamper packing night. The volunteers assembled thousands of food and gift boxes for Sydney’s less fortunate and, after many hours working on a conveyor belt production line and only a few sore backs and bruised fingers, the hampers were packed, sealed and ready for delivery. Peter said his Macquarie colleagues were always willing to participate in the event and the volunteer list was regularly oversubscribed.

19 Let’s get this party started – for kids

Christmas is one of the most difficult times of year to be in hospital, especially for kids. In December, RMG’s Erin Piatek coordinated 25 volunteers from businesses across Macquarie’s Sydney office, including 13 summer interns and eight graduates, to participate in the Sydney Children’s Hospital Christmas program. The program involved staff travelling to the hospital for a morning or afternoon over the course of three days and hosting a Christmas party in the outpatients clinic. Using donations from both the participants and the Macquarie Group Foundation, the volunteers also purchased presents for the kids to hand out. The program aims to lighten the load of staff at Sydney Children’s Hospital and provide seriously ill children with a creative environment.

Regional newsAustralia /

New Zealand

My day job is... Senior Project Manager for Macquarie Leasing.

I got involved with Salvos Legal because... I saw an opportunity to help promote a great cause while utilising my online development knowledge and gain experience serving on an advisory committee at the same time.

My community needs... More pro bono lawyers to offer professional legal assistance to people in need.

I can help my community by... Increasing awareness of the new Salvos Legal business model to drive income needed for pro bono legal work.

If I could fix one problem it would be... Finding a solution to homelessness.

The person who inspires me is... Luke Geary, founder of Salvos Legal, who developed the business model of providing profession legal services and using that income to pay for humanitarian volunteer work. It is an innovative new service that is growing rapidly in Sydney and is attracting attention from the Salvation Army world wide.

If everyone could just do one thing to make a difference what would it be? Do something. Sometimes it doesn’t take much to change a lot in the lives of people in need.

Staff SnapshotBen SterreyMOT, Sydney

Ben is on the management committee for Salvos Legal, which provides free legal aid for people in need.

A willing team of hamper packers in Sydney volunteer for the Smith Family.

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Sydney interns beat around the bush.

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The hills were alive for Macquarie cyclists during a significant fundraising ride for JDRF in January.

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Contact Us

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

Sally Shepherd +61 (02) 6103 3116 Sally.Shepherd@macquarie.com www.macquarie.com/foundation

Anthony Abrahams raised enough money to purchase rehabilitation equipment at a Sydney hospital; his father demonstrates the use of it here with family and hospital staff.

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From left: Jodi Underdown, Mandy Gooch, Jessica Dyson and Benjamin Teo entertain kids at the Sydney Children’s Hospital.

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