San Francisco / Cleveland / New York / Los Angeles / /
Company
Treasury Inflation Protected Securities / Bank One Corporation / Bear Stearns & Co. / Enron / Midland Montagu Securities Inc. / Asset Growth Partners / UC Vintage Year Private Equity Funds / Long-Term Securities / Wells Fargo Bank / SBC Communications / Bank of America NT&SA / OVERVIEW / WorldCom / Stanford Management Company / Retirement System Retirement Plan 24 Defined Contribution Funds / Russell 3000 Tobacco Free Index / The Regents / Trading Equity Trading / Arnold Bernhard / University of Texas Investment Management Company / Funds General Endowment Pool 10 Other Endowment Funds / Morgan Stanley & Co. / Investment Risk Management / Investment Risk Management Quantitative Analytics / Morgan Stanley Capital International / Tobacco Free Index / UniversityManaged Defined Contribution Funds / Lehman Brothers Aggregate Bond Index / Crocker National Bank / Pacific Telesis Group / National Laboratory UC Merced Los Alamos National Laboratory / McKinsey & Company / Regents FISCAL / UC Retirement Plan (UCRP) DC Funds / BA / Investments EX / /
Country
Australia / United States / /
Currency
USD / /
Event
Bankruptcy / Legal Issues / /
Facility
Ohio University / University of California System / University of California Retirement System Retirement Plan / Campus Foundations / University of California The University of California / University of California / University of California Richard C. Atkinson / Lawrence Berkeley National Laboratory Lawrence Livermore National Laboratory UC Merced Los Alamos National Laboratory / College of New Rochelle / New York University / California State University / The Treasurer’s Annual Report University of California Treasurer / The University of California The University of California / /
IndustryTerm
alleged accounting fraud / Corporate accounting scandals / energy / performance evaluation tools / gross domestic product / risk management software / telecommunications spending bubble / high-profile corporate accounting scandals / law schools / active and passive management / custodial bank / portfolio management / investment accounting / /
MarketIndex
S&P 500 / Russell 3000 Tobacco / Dow 30 / /
MusicGroup
Director / /
Organization
University of California / New York University / Middle Office / UC Berkeley / San Francisco UC / Stanford University Graduate School / University of California Retirement System Retirement Plan / First Chicago Investment / Investment Committee of The Regents / Industry Weighting Committee / College of New Rochelle / US Federal Reserve / University of California System / Portfolio Management Committee / University of Texas / UCLA / Ohio University / University’s mission / Treasurer’s Office / California State University / Northridge / federal court in Houston / /
Person
Omar Sanders / David Schroeder / Floyd Gazaway / Jr. / James Cottle / David S. Lee / Gayle N. Binion / Norman J. Pattiz Peter Preuss Haim / Satish Swamy / Robert C. Morrison / Aaron Staines / Alice Yee / Ingrid Yang / Peter Preuss Haim Saban Tom / Brian Hagland Jan Kehoe / Susan Rossi / David H. Russ / Haim Saban Ex Officio / Ofelia Abaya Angelica Beckman Paula / John G. Davies Tracy / Gary DeWeese / P. Johnson Joanne / Odessa P. Johnson / Gayle Tapscott / Joyce Lewis Barbaretta Morris / Sherry L. Lansing David / C. Blum Ward Connerly John / Gay Adams Elizabeth Agbayani Claudia / S. Lee Norman / Gerald L. Parsky / Dexter Ligot-Gordon Alfredo / MELVIN L. STANTON / Jesse Phillips / Dexter Ligot-Gordon / Delaine Eastin / John J. Moores / Alison Shimada / Monica C. Lozano George / Judith L. Hopkinson Odessa / Jeffrey A. Seymour / Thalia Murray / Jennifer Lipscomb / Jeremy Berk / Fred Sainick Dexter / S. Lee Monica / Allen Woo Anita Gridley Joyce Lewis Barbaretta / Joanne C. Kozberg Sherry / Nelson Chiu / Michael Strach Allen Woo Anita / Matthew Scoble / Norman J. Pattiz Haim Saban Ex / JEFFREY E. HEIL / Gerald L. Parsky Norman / George M. Marcus / M. Davis Delaine Eastin Sherry / Cruz M. Bustamante / M. Marcus Velma Montoya John / John J. Moores Gerald / John G. Davies Judith / James E. Holst / Jenny Shen / Angelica Beckman Paula Ferreira / David Stewart / Marjan Shomali Michael Strach Allen / Leigh Trivette / Michael Comstock Michael / Herb Wesson / Jr. / Khaleelah Muhammad Edward Quave Marjan Shomali Michael / Lawrence Berkeley / Judith L. Hopkinson / MARIE N. BERGGREN / Haim Saban Tom Sayles Tracy / Sandra Salas / Kim Evans / Leslie Watson / Gray Davis / Linda Fried / RANDOLPH E. WEDDING / Richard C. Blum / Gordon Alfredo Terrazas / C. Blum John / /
Position
Investment Analyst / Executive Vice President /Department Head / Treasurer 6 Investment / President / Treasurer and Vice President for Investments / Managing Director / Commodities and Derivative Sales / Officer Research Assistant Private Equity Investments Private Equity Investments / Director of Sales / Vice President of the Alumni Associations / General / Director of Investment Management and Portfolio Manager / Secretary / Head / State Superintendent of Public Instruction / Supervisor / Director of Absolute Return Strategies / investment manager / Treasurer and Vice President For Investments October / Vice President and Regional Sales Manager / Managing Director / administrator / Treasurer / Director of Research / Managing Director / Chairperson / Portfolio Manager / Short-Term Securities Head / Manager TRADING / Equity Managers The Treasurer / Vice President of Equity Research / Senior Portfolio Manager / Portfolio Manager / Advisors / Manager / Speaker / General Counsel and Vice President for Legal Affairs / Investment Analyst Research Associate Research Assistant Technology-Software / Officer / Assistant Treasurer / Investment Banker / Manager of Communications / Manager of Fixed-Income Derivative Sales / Credit Analysis Credit Analyst Research Assistant / financial executive in portfolio management and securities trading / Governor / Assistant Director / Director / Director of Equities / Senior Vice President/Department Head for Corporate Mergers and Acquisitions / and Vice President / Corporate Finance Consultant / Manager of Currency Options and Derivatives Trading / First Vice President and Manager / Private / Manager Alison Johnson PROJECT MANAGEMENT / Investment Officer Research Assistant / Vice Chairperson / Lieutenant Governor / Investment Officer Investment Analyst Research Associate Research Assistant / Treasurer and Vice President / Vice President / Executive Vice President/Department Head of Venture Capital Investments / /
Treasurer’s Annual Report One hundred and thirty-fourth fiscal year University of California • [removed] The University of California The University of California, founded in 1868, is a system of 10 campuses