(21) Carlson Memo to Memorial Trustees
March 17, 2015
... March 17, 2015 Author: Bruce Carlson Category: Trust Histories MEMO Four comments … they ... I was here to do … TO: Trustees of Fetzer Institute and Memorial Trust FROM: Bruce Carlson RE: Tuesday, March 17 read more...
Author: Bruce Carlson
Keywords:
view, shell, new, framework, relative importance, financial advantage, forward, science program, Tuesday discussion, rates efficiencies
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Institute, term, time, place, grants, Fetzer, drift Question, spiritual identity protection, relation, criteria, March Author Bruce Carlson Category Trust Histories MEMO Four comments, founder, discover, drift, materials, question, goal, John, Fetzer Inc, university research, frontier science, respect, strategy, philosophy Depts, Documentation, attention, mechanism, longterm maintenance, envision, role, known, program dollar costs, less, charge, vision, information, social, experience, scene, programs integrated, clear, best, memo, credible partner, business, Memorial Trust Board, FetzerFranklin program, endowment, future, predict, March, March Discussion Framework memo, JEFI, potential, department, Fetzer science, legacy, joint, paragraph below, much science, way, JEFT, Bob, individuals, personal interactions, Mandatory, relevant, rear view mirror leads, Structural, activity past, Administrative efficiencies, Termination, Task Force, Trust pros, Science Regardless, Spiritual identity, significant advantages, year life, activities, endowment transferred, legal ramifications, comments, Formation, March Memorial Trust response, science, kind, conditions, Trust, Financial, grantmaking Potential advantage, Future membership, decisions, active focus, Investment strategies, need, Future uncertainties, akin, opportunities, grapple, become clear, spiritual identity, returns, present new, original Trust, critical, different basis, outlook vis, Legacy, intent, sort, Secondly Legacy, once, decision, discern, focus, purpose, focused, Bruce F, feel, discussion, History, weak, several
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Category:
Trust Histories
LGL memo on JEF April 2020
April 15, 2020
... Category: Title: Louis Leeburg April 15, 2020 Trustee memos John E. Fetzer: Notes regarding dealings I had with John E ... was like in 1918 when the last great pandemic swept the world. John Fetzer when reviewing the drafts of his biography read more...
Author: Louis Leeburg
Keywords:
sale, various assets, majority holder, radio company immediately, story, consultant, Trustees, manner, TV industry, junk bond
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shares, Foundation, addition Rob, Institute, part, addition Mr Fetzer, left, oversight, many business decisions, bulk, end, TV stations, aware, personal agreements, lot, several individuals, Tucson winter home, stress, personal guarantee, matter, sole possession, real estate projects, Chairman, way, entity, debt agreements, items, Storer Communications, discovering, attorneys, cash, Drexel Burnham Lambert, deal, Fetzer assets, broadcast, Hawaii, estate, sole investment manager, briefcase, time, borne, receivable, Jay Fishman, tour, asset, offshore account, Michael Milken, sold, Tom, Network, order, fears, lawyers Jay, Institute consider, bankruptcy along, situation, biography, negotiations, John, properties, close relationship, signatory, Fetzer Television Stations, constant funding, Detroit, Institute received, Carl Lee, television stations, result, consume humans, Gillett, signatories, Fetzer nor anyone, virus, addition, prior, facts, two staff, Category Title Louis Leeburg, Jay, many, known, consulting agreement, offer, Ministries, established many years, two houses, claim, day, new entity Busse, last deal, familiar, Busse, Jefferson Trust Jay, visit, sense, John Fetzer, Jefferson, Gillett Jr, work Mr, major, current pandemic, Jefferson Trust, event, partners, founder, Bruce Fetzer, broadcasting companies, acquisition, attorneys review, Detroit Baseball Club, Later, personal investments, file, Jerry, Bahamas, costs, Fetzer, confronted Carl, discussions, funds, financial impact, Revocable, establishing, Beztak, company, Kalamazoo, closing documents, Rob Lehman, dealings, funding, convinced Mr, nearly, details, restructured, million, Board, premium cable, once, forward, Freres, two years later, forever, LGL memo, Luptak, globe, personal bankruptcy, Beaver, Beznos, task, able, righthand man, interest, drafts, sketchy, long foreclosure, ProAm, subsequently, JEF pg, majority shareholder, maintained
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Category:
Trustee Memos
(23) Memorial Trust Joint Planning Memo
April 02, 2015
... Lehman, Chair Fetzer Institute Lou Leeburg, Chair Fetzer Memorial Trust March 25 letter April 2, 2015 We received your ... next steps and consulted with the Trust Board to carefully reflect on and deepen our joint process. We are all read more...
Author: Lou Leeburg
Keywords:
investment team, Institute, Fetzer Franklin Fund, science, new ongoing work, Memorial, collaboration, contextualize science, existing, goodwill
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beyond, provide information, opportunity, outperformance, point, Institute elect, Nobel Prize physicists, Bruce, emerging cultural narrative, integrates, activity, large manifest, lean, inquiry, synthesis paper, relational reality, vacation time, investment team currently consists, Jan, either continue, science component, beginning, common work, preliminary, subsequent collaboration between Jan, hard, perpetuity ability, foundational questions, new work, process, Tina, governance, strategic partnerships, Fetzer Franklin, questions, format, vision, advance understandings, balances, team consistently outperforms, endowment median returns, Trust endowment, Cambridge specifically Kevin, pros, addition, Rob Lehman Chair Fetzer Institute, expanding, world class reputation contacts, spirit, Fund, April, solid, term, become sustainable, legacy checks, Leeburg Category Trust Histories, May, investment, portfolios, minds, Bob, memorandum, grateful, successful science initiatives, concerns, preliminary draft, order, short, actively designing projects, portfolio, best practices, steps, Trust portfolio, consolidated, guiding purpose, ability, necessary, successes, exploring possible applications, Trust, resources, April Author, new spiritual story, include
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Category:
Trust Histories
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