Simon of New York City (SoNYC) October 2009 Overview

Our Rochester Heritage Simon School has a rich heritage of developing business leaders from its main Rochester campus Several thousand alumni have reinforced the excellent reputation of Simon by establishing their careers in the Metropolitan New York City region, including the Tri-State area Prospective students seek enrollment in Simon for the rigorous curriculum and potential employment opportunities in New York City 2JD Anderson

A New Initiative Through the generous participation of our alumni and patrons, Simon has the opportunity to extend its reach directly to the leading financial capital of the world: New York City Announcing SoNYC: Simon Of New York City 3JD Anderson

What is SoNYC? Simon School custom and open enrollment executive education programs, executive seminars and Master’s level course offerings in Manhattan and the Tri-State New York City metropolitan area Moreover, it is an excellent opportunity to: Enhance the reputation of the Simon School Expand student and corporate participation in a key, complementary location to the Rochester campus 4JD Anderson

Vision for SoNYC in 2015 Satellite campus for the University of Rochester’s Simon Graduate School of Business, housing: – Custom executive education courses – Seminars and executive roundtables for Simon / University of Rochester Alumni – Open enrollment executive education programs – MBA course offerings in key disciplines – MS Finance curriculum Recognized for program excellence, a significant contributor to executive education in New York 5JD Anderson

How will we achieve our vision? ‘Begin with the end in mind’ Understand the competitive landscape Explore market opportunities and customer needs Focus on key industry segments in NYC area Advice of SoNYC advisory board and alumni Leverage key Simon strengths Expertise of faculty and alumni base Increase awareness from loyal Simon/U of R community based in NYC area to corporate network Develop target list and align opportunities with Simon capabilities 6JD Anderson

Top Industries in NYC Area Advertising Construction Education Entertainment and Sports Fashion Healthcare Financial and Insurance Hospitality and Food Services Law Management Consulting Manufacturing Publishing Real Estate Retail Trade Technology Telecommunications 7JD Anderson Identify key industries where Simon faculty can provide subject-matter expertise and timely insights on trends/issues

Leverage Key Simon Strengths Finance curriculum Risk management Organizational architecture Corporate governance Quantitative marketing Centers for Pricing, Entrepreneurship, Information Intensive Services, Health Care Management and Public Policy Fundamentals of Economics and Accounting 8JD Anderson

Develop Content / Key Topics For example: Risk management Financial flexibility Current state of economic recovery New regulations in capital markets Current issues for Boards of Directors Executive compensation Corporate governance and organizational architecture Current topics in healthcare Real estate market trends and outlook Pricing and profitability management 9JD Anderson

Implement 5-year Plan Executive Education to Credit-Bearing Curriculum 10JD Anderson Simon Alumni Targeted New York area Industries/ Corporations U of R Community MBA/MS Courses Seminars/Hot Topics Custom Exec Ed

Benefits of SoNYC To Program Participants – Convenient metropolitan location – World-renowned faculty, academically challenging content – Timely topics / up-to-date perspectives – Seminars with subject-matter experts To Simon Alumni – Local metro NY Simon engagement – Educational refresher opportunities – New and renewed networking contacts – Pride in growth an greater awareness of reputation 11JD Anderson

Benefits of SoNYC (continued) To Simon Faculty, Staff and Students – Prime location – New academic affiliations and network connections – Proximity to Rochester campus – New corporate engagement / placement potential To the University of Rochester Community – A premier facility expanding the reputation of an excellent institution – Revenue contribution – Expanded offerings to U of R (non-Simon) alumni 12JD Anderson

Key Milestones Summer 2009: Establish SoNYC Advisory Board September 2009 and ongoing: Evaluate content, prospects October 2009: Introduce at NY Minute; Advisory Board Meeting January 2010: Announce Spring 2010 Program (NYRP) March/April 2010: Seminars/Panels/Networking Events to generate awareness/interest/engagement May 2010: Conduct inaugural SoNYC program – Featuring industry-renowned Simon faculty and alumni – Highlighting relevant topics of interest to the global financial community and key industries Note: Additional opportunities to conduct custom executive education programs in NYC will be considered beyond key milestones listed above 13JD Anderson

Questions / Comments Your involvement and support is greatly appreciated Visit simon.rochester.edu/simonnyc Comments welcome: 14JD Anderson