MACQUARIE IN THE COMMUNITY

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1 United States MACQUARIE IN THE COMMUNITY Volunteering to walk service dogs is just one of the community activities done by Macquarie staff logged in the CEO s Global Community Challenge. Macquarie inter-office challenge is on! Big Apple staff are the pick of the crop in the Macquarie CEO s Global Community Challenge*. There are 40 New York entries with staff contributing to 32 separate not-for-profit organisations in a variety of ways. London staff are also high on the ladder with 20 entries engaged with 14 community organisations, while staff from 17 other Macquarie offices have also registered a range of charitable activity on the Challenge site (found on the Macnet home page under What s New) since Nicholas Moore launched it in April. The Foundation has picked a handful of stories that reflect the diversity and dedication of Macquarie staff in the community: FICC s Jeff Wiseman is treasurer of a not-for-profit school for autistic children and helps raise funds critical for the students to achieve their highest potential. Serving on the Board of Trustees, Jeff spends hours each month advising on a range of issues, including implementing a strategic vision and enhancing school facilities. MacCap s Peter Bruce spends one weekend a month socialising dogs being trained for bomb detection or to be companions for wounded soldiers through the organisation Puppies Behind Bars. Peter said that without volunteers, this program would not be able to operate. The puppies are trained in a rural area during the week and on the weekends rely on volunteers to help them acclimatize to the sights, sounds and smells of the city so they can perform their role as service dogs. FICC s Seeta Haria spends up to 40 hours a month with Shishukunj, a charity focused on the holistic development of children. Seeta volunteers to help manage children s activities, which range from language classes and playing games to mental challenges and cultural activities, as well as sitting on the Executive Committee. So register your community contribution on the CEO s Global Community Challenge. Not only will it put your office in the running to win $A25,000 for a favourite charity, it will also increase awareness of that charity globally among Macquarie staff. For many charities, this highlighting could be quite transformational. Entries close on 30 November. North York office leading the pack Particular acclaim goes to the North York office in Canada which has the most entries as a percentage of total staff in the 2011 CEO s Global Community Challenge. With only 27 staff, the six entries received as at 31 May (22 per cent of the office) demonstrate the fantastic level of community support and engagement in that office. The organisations supported reflect diverse interests: removing invasive plants and planting additional trees and shrubs in a local park, fundraising for and developing the facilities of local hospitals and universities, and contributing to charity auctions to raise money for children with autism. The activities featured here are a small sample of the efforts Macquarie staff make on a daily basis around the globe; there are many more staff, from Delhi to Dublin, Manila to Montreal who are contributing in their own particular ways. For ideas about ways you can contribute in your region, visit Macnet s Get Involved site. Issue Two // 2011 * As at 31 May 2011

2 Message from the Foundation Since my appointment as Chairman of the Macquarie Group Foundation Board in May, I have been pleased to learn more about the community activities of staff around the world. David Clarke s contribution to and encouragement of corporate philanthropy and volunteering is a legacy the Foundation Board is keen to build upon. The Board looks forward to staff continuing their momentum with volunteering, pro bono work and fundraising. The diverse range of activity is a testament to the strong engagement of staff within their local communities. Some recent examples of staff philanthropic efforts are included in this edition of the newsletter. Global disaster relief We have witnessed some tragic natural disasters over the first six months of 2011 and Macquarie staff have been quick and generous in their response to disaster relief funds. Richard Sheppard Chairman For the Christchurch earthquake, the Foundation and Macquarie staff contributed $A23,000, for the Queensland floods $A410,000 was contributed and for the Japanese earthquake and tsunami, $A191,000 was contributed. Thank you to all staff who donated to aid efforts following these events. Recognition of Macquarie staff In Australia, for the second year running, Macquarie won the 2010 Industry Challenge Award for the Top Fundraising Team from the Finance Industry and the Top Fundraising Team overall for the Around the Bay in a Day event in Melbourne last year. All fundraising went to a major Australian welfare charity, The Smith Family. In New York, MacCap s Paul Daitz has been honoured with the Shenton Award, named after the Columbia University professor who created the Double Discovery Center program. Paul has championed the Macquarie LEADS internship and mentoring program and was personally thanked by intern family members for the positive difference the program has made. In the UK, at the 2010 Oxfam Trailwalker awards, Macquarie staff collected both the Best Group Fundraisers (the Four A Foray team) and the Best Company Fundraiser (Macquarie Group) awards. Congratulations to all staff for their award-winning contributions to the community. Macquarie Giving Paul Daitz with the 2010 Macquarie LEADS summer interns at their Double Discovery graduation ceremony. The UK s Four A Foray team collected a gong for their fundraising efforts for Oxfam. One of the Foundation s major initiatives over the past year has been to upgrade its payroll giving and donation and fundraising support system. The Foundation has historically processed these paperbased applications manually with cheques posted to charities. With applications for staff charitable support significantly increasing over the past few years, a more efficient system was required. In conjunction with Manila ITG, since last July the Foundation has been developing a system known as Macquarie Giving to replace the paper-based version. The system has been rolled out to permanent employees in Australia, with the US, Canada, the UK and Hong Kong to follow shortly. We hope to extend this program to other Macquarie locations in the future. Macquarie Giving enables regular deductions from staff pay to the charity of choice registered within the country staff are paid. If the charity is eligible for support, the Foundation automatically sends a supporting payment, along with the staff member s donation, to the nominated charity. For staff donation and fundraising support, the new system will track applications at every step of the approval process so staff will know exactly when the support request has been received, approved and funds transferred to the charity (electronically deposited into its bank account). This makes it easier for transactions to be monitored and managed by both staff and the Foundation. Note: Unless otherwise stated, all monies raised by staff mentioned in this newsletter include Macquarie Group Foundation matching and are denominated in local currency.

3 2 3 OUR STAFF IN THE COMMUNITY

4 1 Planting new seeds When New York s Eddie Yu was struggling to deal with the effects of the disease of cardiomyopathy on his family, he realized other families would also benefit from having better support and more research into the illness that affects the heart muscle. So the FICC staff member and his wife Lisa got to work establishing the Children s Cardiomyopathy Foundation. Their aim was to set up an organisation that stimulated and funded research on the disease, educated and helped both patients and physicians, and raised awareness and provided advocacy to affected children and their families. FICC and the Foundation got behind the venture with fundraising, individual donations and matching grants, the CCF has received more than $200,000 in the last 18 months. With this support, new research is flourishing CCF has provided three new seed grants for innovative research studies on paediatric cardiomyopathy. 2 A run for their money Pain almost certainly but no loneliness for this year s Macquarie runners in the London Marathon, with 11 staff joining the thousands of people who ran the long distance event in April. The 26.2-mile course proved no obstacle for Macquarie s endurance athletes; six of the runners clocked up a blistering success for Team Pingu (John Jackman, Hans Prottey, Christian Roeloefs, Alexander Wooton, Agenor Luiz and Richard Keene), raising over 18,000 for the Juvenile Diabetes Research Foundation. Other Macquarie competitors raised thousands of pounds for Save the Rhino, Skye Wellesley Foundation, Oxfam, British Heart Foundation and the British Red Cross. 2 MacCap s John Jackman and Alex Wotton do their bit for JDRF at the London marathon. 3 Green fingers wrapped in warm gloves for the NYC volunteers Hands On New York Day. 4 The Reach Out! U15 team modelling the new T-shirt with FICC staff at the fundraising tournament. 5 FICC s Andrew Lindsey flew from New York to France to raise money for a Filipino poor community - this newly-built pavilion serves as a health and education facility. 6 The UK s ex-england captain Mike Gatting and MacCap volunteers at the launch of the Macquarie National Table Cricket competition. 7 FICC s Carmel Ferguson and MacCap s Sara Wheeler share career experiences with school students. 8 BFS s Kim Genereux (on right) competes in the rink of dreams to Help Fill A Dream in Victoria. 9 Group Legal Sydney s Heidi Jacobsen digs in to build houses for disadvantaged women in Nepal. 15 HOPE Program students looking to suit up for their first job interviews browse through donations from New York s Suit Drive. 3 Green-fingered generosity Wielding shovels, hoes and the occasional digging fork, more than 35 Macquarie NYC volunteers and seven Macquarie LEADS high school interns braved the spring cold in April for the Hands On New York Day. This annual event is a partnership with not-for-profit organisation New York Cares; this year s effort saw volunteers return for a second year to Harlem s William A. Harris community garden tilling, weeding and cleaning the park so a vegetable garden can be planted in summer. Artistically inclined volunteers also painted a mural of the park s 90-year-old founder to mark his May birthday celebration. Lori Harris, daughter of the founder and current park steward, was delighted to welcome the Macquarie team back for a second year. 4 Fiesta of football A team of aspiring young Lampards and Gerrards from Reach Out! RC held a football tournament to raise funds for a trip to Spain, with the help of FICC staff. In Spain, the boys of the Reach Out! under-14 football club were invited onto the pitch for a star appearance at a Primera Liga match, the RCD Espanyol vs Atletico Madrid game. The boys also played in a European Youth tournament, proudly sporting orange strips provided by the Foundation. Macquarie staff regularly support Reach Out! Soccer School, with weekly volunteering stints giving the lads tuition in maths and English, before their Wednesday evening training sessions at the Petchey Academy. 5 A mountain to climb Most people would baulk at the idea of battling up a hill on a bicycle, let alone a mountain. But Andrew Lindsey, from FICC NYC, was undaunted. Last year, he packed his cycling gear and flew to France to conquer the majestic Mont Ventoux. It was a mountainous effort indeed a climb of 1,600 metres at an average incline of 7.5 per cent. His endeavours raised $25,000 to build a pavilion in Agoncillo, Philippines, in honour of his brother-in-law who died of a brain tumour. The pavilion is now completed and will bring much-needed aid to the poverty-stricken area; it will support a food pantry, visiting medical and dental teams and will house the graduation ceremony for the local high school this spring. 6 Wicket fun on a table Cries of Howzat are ringing across the UK as Macquarie staff help young people with disabilities take part in the Macquarie National Table Cricket competition. The game is played on a table tennis surface, with custom-made bats and balls, giving youngsters with disabilities the chance to polish their cricket skills and competitively represent their schools. The cricketers with a difference are bowling and batting their way through regional heats, aiming for the final at Lord s Cricket Grounds in June. The competition is part of a partnership between Macquarie and the Lord s Taverners, one of the UK s leading disability sports charities. 7 Many career paths lead to Macquarie A trained chef, a fashion designer and a historian aren t traditional career backgrounds in the banking world. But people with these previous occupations now hold positions in HR, IT and MacCap in London, and were among the 12 staff members who painted colourful pictures of the career trajectories that led them to work at Macquarie at the latest UniGuide session. Fifteen students from Hackney s Cardinal Pole School were inspired as staff shed light on the breadth of skills needed in Macquarie; feedback showed the students came away from the session with a broader understanding of roles they could aim for at Macquarie, and the relevant university courses they could take. 8 Dreams come true A grand clash of the hockey sticks in a 24-hour tournament saw kids, media personalities and former hockey pros go stick to stick in a series of special games to raise money for the Help Fill a Dream Foundation all organised by MPW Victoria staff Harp Sandhu and Kim Genereux. Whether the dream is a trip to Disneyland, building a fairy garden in the back yard, or riding into town on a shiny new mobility scooter, the Foundation helps terminally ill children and their families by making wishes come true, and by offering financial assistance and special projects like adding mobility equipment to the family home or car. The hockey marathon raised over $100, Building women up in Nepal Sisters have indeed been doing it for themselves in Nepal, with the Habitat for Humanity building project seeing hordes of women picking up hammers and nails to construct much-needed housing for local women. Heidi Jacobsen from Group Legal joined more than 100 Australian women who travelled to Itahari in Nepal for the 100th anniversary of International Women s Day to take part in the project. Teams of ten women put up houses; at the end of a week s labour, ten new houses stood waiting for local women to move in. These women have typically been widowed or deserted, leaving them homeless. Heidi s team built a house for a woman called Maya, who will pay back the cost of her house when she can and the money will fund other housing projects for women in similar situations. Heidi described her time in Nepal as an amazingly rewarding experience and encouraged everyone to try it at least once in their lives. 10 Olympian efforts pay off Cocktails, live music, fashion and dancing at Calgary s hottest party contributed to the glamour of the Motionball Gala, an event held to promote the Special Olympics. Nathan Ough from MacCap Calgary was one of the Gala organisers, and is part of a growing group of Albertan supporters of Motionball, the charity that also helps the athletes and their supporters initiate lasting friendships as they raise funds and awareness. The party attracted over 500 people; Macquarie staff mingled with young professionals and Special Olympics athletes and the event raised over $60,000. Calgary staff are limbering up in preparation for Motionball s upcoming Marathon of Sport, where athletes and supporters compete in a range of sporting events.

5 11 Helmets off for a song and legs eleven Downing their helmets and lycra in between training sessions, the 30-strong Macquarie cycling team taking part in the 200km Ride to Conquer Cancer have found some innovative ways to keep raising funds for the charity. Vancouver staff racked their memory banks for almost-forgotten melodies and half-remembered songs, organising a Name That Tune event in April. The evening saw staff guessing refrains from hits by bands like the Doors, the Red Hot Chilli Peppers and Michael Jackson, raising over $2,000 in the process. In Toronto, calls of legs eleven echoed through offices, as staff members temporarily locked up their bicycles to raise funds through a bingo night, a collection at Union subway station, and casual Fridays. The Macquarie riders from both locations have already raised over $50, Fund-razor a good hair day for Jo burg staff Cutting-edge hairdos, dyed coiffures, and sprayed locks were the look of the day as MFG staff in Johannesburg took part in the CANSA Shavathon, an annual fundraiser in South Africa. Fawzia Suliman led staff from the trading desk, who gamely allowed their heads to be shaved, sprayed and dyed raising ZAR46,760. The CANSA Shavathon pays tribute to those fighting cancer and to loved ones who have passed on. 13 A hero lies in you Stirring films and music and tales of real-life heroes inspire young people on the Reach Foundation Heroes Days. Four Macquarie Relationship Banking staff in Melbourne volunteered at the latest Heroes Day which hosted 500 Year 9 and 10 students; their help with setting up the venue, ushering the children in and serving meals helped the day run smoothly. The students were guided through interactive, experiential learning to help them plan how to live out their dreams as part of MRB Melbourne s ongoing involvement with the Reach Foundation, with more than 25 staff volunteering for Heroes Days over the last twelve months. The Heroes Days aim to promote resilience and self esteem in young people. 14 Putting old skills to good use It has been a good ten years or more since Aran Flanagan has had to dust off his web programming skills. But the ITG staff member polished up his programming for a new website Aran teamed up with colleagues John Kelleher (ITG Online Services) and Toby Heaton-Armstrong and Andrew Lim (CAG Online) to bring the site to fruition from conception to design and eventual launch. It provides information for Australian families facing the disease, the leading single cause of cancer deaths in children under five years old. It also acts as a forum for fundraising initiatives and is endorsed by the Sydney Children s Hospital Randwick and the Children s Cancer Institute of Australia. Families, including the Flanagans, will give practical tips on how to deal with everyday challenges for those caring for affected children hints on how to manage bathing, diet, chemo sessions and hospital stays. 15 Hope on the work horizon For individuals facing homelessness, domestic violence, substance abuse and incarceration, finding meaningful employment is not an easy task. But with its 12-week program and 10-week unpaid internship, the HOPE program offers those individuals new career horizons, and Macquarie New York City employees have thrown their weight behind the venture. BSD staff have clubbed together with colleagues throughout the NYC office and, with the Foundation, offered 30 weeks of their time to host three separate internships to the HOPE students, holding a career panel lunch for ten of the students, and setting up mock interview role plays to give them crucial skills needed in job seeking. For the second year running, New York staff dug deep into their closets, hauling out long-forgotten suits, shirts, shoes, belts and accessories to donate to HOPE more than ten full boxes were collected, giving hundreds of young men and women the chance to step out in confident sartorial style for their next interview. 16 Fresh air, sport and a spot of lunch Over the clatter of lunch cutlery, Macquarie staff in Melbourne gathered in April to inspire young people who are part of the Western Bulldogs/Spirit West Fresh program. Twentyfive teachers, staff and students attended the boardroom lunch, as Macquarie staff talked about their personal experiences and what success means to them. MacCap team members Dieu Ndenzako, Bronwen Thomas, Scott Favaloro and Gilly Zimmer joined other staff members Merrick D Souza, Catherine Sharples, Libby Beeching and Bobbie Matthews at the motivational event. The youngsters on the Fresh program, aged between 15 and 20, have experienced difficulties with mainstream education; the program helps them develop crucial academic and social skills to open up sustainable options for their future. This is the sixth year that Macquarie Sports has supported the program, giving children the chance to take part in extracurricular sporting activities and camps. Planned activities pairing staff with Fresh students include lunches and indoor soccer matches. 17 It s a wrap housewarming warms to the CoRe The London offices recent move to Islington provided the perfect opportunity for a housewarming event, where Macquarie invited local community partners, volunteers and stakeholders to help celebrate the new premises and the successful end of last year s Community Resourcing (CoRe) program. The program is a partnership with the Cripplegate Foundation, an organisation that supports charities in Islington. Six months of dedication saw 16 Macquarie staff work with eight Islington-based charities, helping them develop their IT, business and financial planning, marketing and communications, governance and operations. The benefiting charities are dedicated to dealing with a range of issues, including psychotherapy, suicide, isolation and access to play for young people. Fifty people attended the event, with Graeme Conway giving a welcome speech thanking the volunteers and charities. our staff community in the Vancouver staff Named That Tune for the Ride To Conquer Cancer team. A close shave for Johannesburg staff for a great cause. Students and Macquarie staff at the Fresh program s Melbourne boardroom lunch.

6 18 A hop in your step this spring This spring saw volunteers from the Houston office donning bunny costumes to spread smiles on the faces of low-income families. The hare-brained scheme involved 18 staff working with the not-for-profit Neighborhood Centers, Inc. Children who attended the event were treated to games, arts, crafts and other activities in celebration of spring. 19 Life cycle Hunched over their handlebars with steely resolve, 14 Macquarie Energy staff in Houston hit the roads on their bicycles, completing a massive two-day journey. The remarkable ride stretched from Houston, Texas to Austin, Texas 150 miles of tough cycling and the resolute riders raised more than $18,300 for the National Multiple Sclerosis Society Lone Star Chapter. This charity provides programs and services for people with MS and funds research into the disease. Riding with the team for the fourth year in a row were veteran FICC cyclists Rachel and Jared Cahan while eight new riders joined the journey this year. First-year riders Bosco Lai (RMG) and Brian Houstoun and Bryan LaFrance (FICC) headed up the team fundraising. Saddle sores at the ready: the Houston Energy team get ready to burn for multiple sclerosis. Contact Us For more information on Macquarie Group Foundation activities, to submit a story for the next edition or for a printed copy of this newsletter please contact: Kathryn O Neal-Dunham, New York Kathryn.Dunham@macquarie.com My day job is... Executive- Investment and compliance analyst, FICC- Metals and Energy Capital. I got involved with my chosen charity because... Quite honestly, there is no reason or excuse in the world not to. There is nothing like the feeling you get when you realize that with a few minutes of your time you can make somebody s day, week, and sometimes even year. My community needs more... Togetherness. To see families come together to accomplish such tremendous things, sometimes under the worst of conditions, has made me realize that togetherness in a community is an integral part of growth and achievement Big Buddies and books All over the world, Big Buddies are helping their Little equivalents improve their literacy, thanks to the Foundation s Big Buddy program. New Buddies are now in both Philadelphia and Bloomfield Hills helping even more young people to access the world of the written word. In Philadelphia, students from the Greenfield school a few blocks from Macquarie offices have begun turning pages with their new Macquarie reading mentors as part of a partnership with the Greater Philadelphia Cares Reading Stars program. And in Bloomfield Hills, first-graders are grappling with clocks and alphabets, as they learn to tell the time and to spell, thanks to a team of volunteers at their sides twice a month. CAF s Mary Heston has led the development of this volunteer partnership with the Blackwell Institute, a local charter school. In a recent letter to Macquarie volunteers, a Blackwell teacher wrote: You have been there for the students in many ways. Not only have you helped them academically, but you also have tutored them with affection and confidence in their ability to achieve. What an incredible difference you have made in their lives and in mine as their teacher, too! 21 Squally sprint Neither rain nor cold weather deterred them. An MFG team in Philadelphia, led by Kathleen Higgins, donned running gear and sneakers and completed a five-kilometre run in inclement weather for the Sandy Sprint Run/Walk to raise funds for the Sandy Rollman Ovarian Cancer Foundation. The hardy harriers hours of tireless athleticism, together with the efforts of the Philadelphia staff FUNdraising week, have raised more than $4,000 for the cause. The SROCF is a not-for-profit organisation that works to find an early detection test for ovarian cancer the fifth leading cause of death among women in the US; it also funds improved treatments for the disease and develops educational programs for the public and medical professionals. I can help my community by... Being involved. Even if it is only a few hours a week or one day a month, I am 100% certain that I can make a difference in my community. When you tell yourself you are capable of impacting lives and making a difference... the impossible becomes possible. The people who inspire me are... People who can t stop smiling and exude positivity and happiness, even though they are going through the hardest times. I m most proud of... My enthusiasm. If everyone could just do one thing to make a difference what would it be? Make it a point to be selfless for 30 minutes every day or a day every month. Regional news United States 22 Walk this way Whether ambling, strolling or striding, Macquarie staff returned for a second year to complete the annual AIDS Walk Houston and put their pins to good use for charity. The $7,310 raised by the marchers supports education and paediatric programs and provides housing, food, medical care, counselling and job training to more than 100,000 Houstonians whose lives are affected by HIV/AIDS. The team rallied spirits and provided good cheer at the Macquarie Group Foundation Hooplah Station along the way. 23 From buffets to babies Cooking utensils and cameras have been at the ready in Bloomfield Hills, where staff have been concocting an array of new ways to raise money and awareness for their favourite causes. They turned up the heat for a chilli cook-off, competing for the title of Iron Chef of the Rust Belt; they drew laughter in a baby photo contest; and a weight loss competition was nearly derailed by a hot dog cookout in May while celebrating Be Kind to Animals Week. But it wasn t just staff members who indulged in eating treats dogs and cats waiting for better homes were given the chance to chow down, as volunteers hosted an animal food donation drive. Funds raised in this string of events supported the Humane Society, the Ortonville Community Emergency Fund and the North Oakland Animal Help organisation. Bloomfield Hills K-Lynn Loukmas and Erin O Donnell spice things up at the charity chilli cook off. Staff Snapshot Heather Leslie FICC, Houston 23 Heather is involved with Neighborhood Centers Inc., an organisation helping children, parents and families.

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