World Cup Economics p42 | The 5-Minute Workout p64
FALL 2010 ISSUE
the executive leadership and lifestyle magazine C - S U I T E QUARTERLY
John Wooden By Michael J. Herman Remembering a leader and friend who changed the game both on and off the court
The Mystique of
Pebble Beach First Annual
Giving Back Social Business
and Philanthropy Issue
Emotional Intelligence
csqmag.com
Rebirth of Gladstone’s Malibu The New McLaren mp4-12c
Fr om B ever ly Hil l s t o Ve nt ura Co unt y
www.giantto.com
CSUITEQUARTERLY
Contents
The C-Suite are the leaders within their organizations or industries whose title customarily begins with Chief. IE: CEO, CFO, COO.
visionaries Meet three influential men who just happen to share the same name...
94 | John Wooden A personal account of the life and legacy of a man whose methods for success are revered in the world of sports, business, and life.
66 | John Notter With his partner and friend D.K. Ludwig, this businessman and leader helped mastermind and develop Westlake Village.
94
30 | Jonathan Greenblatt Co-founder of Ethos Water challenges companies to find their core purpose and use that to serve their communities.
features 24 | Yachting 101 10 need-to-knows about purchasing your first yacht and maintaining the one you’ve got. 34 | Drinking Problem Solved Meet three entrepreneurs and their creation, Vapur, and their goal of eradicating one-time-use disposable water bottles.
24 66
38 | The Mystique of Pebble Beach Probably the best known name in golf isn’t Woods or Nicklaus but Pebble Beach. Explore the greens of this golf getaway just a few hours outside of Los Angeles. 64 | THe 5-Minute Workout 5 minutes, 5 exercises, 5 times a week. It couldn’t be more simple and it will help keep you in shape, even when you can’t make it to the gym.
38
72 | Uptown Philanthropists Meet two Uptown couples who are leaders in giving, and two young philanthropists making waves as teens.
CSQadvisory 50
A Heart Leaders Slant on Emotional Intelligence (EI) By Daryl Wizelman
56
52 Office Leases & Strategic Planning A Common Oversight by Tenants By Carlo Brignardello
58
54
60
Estate Planning and Philanthropy By Jeffrey Zabner 62
Maximize The “Good” of Your Charitable Trust By Kent E. Seton Working together Donor advised funds and private foundations By Joseph Teurlings & Steven Carmandalian Taking Advantage of Media Fragmentation By Robert Yallen
Smart Power Dining By Paulette Lambert, R.D. CDE
34
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CSUITEQUARTERLY
Contents
LAUPTOWN
From Hidden Valley to Hidden Hills and over to Malibu, get cultured on the arts, eats, shops, philanthropies, and people that make this haven one of the most sought after residential and business destinations in the country.
uptownPhilanthropy
UPTOWNdining
26 FAll Fashion Guide
66 John Notter One of the men behind Westlake Village
Whether it’s a casual business look, fall
and Chairman of the Ludwig Institute for
is a time for rich colors and arguably the
Cancer Research
most fashionable season
27 Ask The Clothier
72 Uptown Philanthropists Meet Uptown philanthropists Hugh & Keets Cassar along with
80 Gladstone’s of Malibu
Bill & Beverly Dallas
SBE Restaurant Group infuses a modern
sensibility into Gladstone’s classic formula
of sun, sand, surf, and turf
74 10 Uptown Charities you Should KNow
even the most fashion challenged man
28 America’s Liquid Gold Rush
82 Business Lunch Three places to talk business and have a
sound like a gross contra-
great meal – in the middle of the day
diction but this uniquely
Exercise your competitive nature away
83 Happy Hour
from the daily routine
Our recommendations for after work
socializing and cocktail specials in Uptown
10 editor's note
36 48 HOURS Scottsdale, AZ
The Art of Giving
American spirit has evolved
LA DINING
of the most exclusive stays and some of
See who added their expertise to this issue
the best golf in the region
38 GOLF GETAWAY Pebble Beach
14 desirables Web site ways to donate and the usual unique items and experiences
18 REquired reading
Even though it’s only a few hours from
48 SIMON|LA
Los Angeles the courses at Pebble Beach
A Los Angeles dining institution for
are as far away from the real world as you
those in the know has a new leading
can get
man...and it shows
42 INTERNATIONAL South Africa
20 Air, Land, Water
Thrust into the limelight, some thanks to the
ICON Aircraft A-5 McLaren MP4-12C Yachting 101
World Cup, this often intimidating destination has more to offer than you might think
84 uptown events
20
High end bourbon might
A polished jewel in the desert offers some
12 Contributors
how to build a classic, solid wardrobe for
Destinations
Our professional clothier offers his tips on
you might like to support
DEPARTMENTS
Find out who’s helping who and who
76 Ultimate Fantasy Sports Camp
UPTOWNLifestyle
THE City Suite
94 The Motivational ® Minute
JOHN WOODEN by Michael J. Herman
22
22 46 The Mondrian’s Next Act
24
The Mondrian Hotel set the standard for L.A. boutique hotels, becoming a go-to spot for fundraisers, cocktail galas, product launches, and more
94
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World Cup Economics p42 | The 5-Minute Workout p64
FALL 2010 ISSUE
C - S U I T E QUARTERLY
the executive leadership and lifestyle magazine C - S U I T E QUARTERLY
JOHN WOODEN By Michael J. Herman
info@csqmag.com | www.csqmag.com
REMEMBERING A LEADER AND FRIEND WHO CHANGED THE GAME BOTH ON AND OFF THE COURT
The Mystique of
Pebble Beach FIRST ANNUAL
GIVING BACK Social Business
and Philanthropy Issue
EMOTIONAL INTELLIGENCE
csqmag.com
Rebirth of GLADSTONE’S MALIBU
PUBLISHED BY ENERGIE MEDIA GROUP, INC. CEO / EDITOR IN Chief David Wurth SVP, OPERATIONS Ryan Addis MANAGING EDITOR / ART DIRECTOR Mike Severson
The New MCLAREN MP4-12C
DIRECTOR OF strategic EVENTS Hillary Gadsby hgadsby@csqmag.com ADVERTISING SALES Dorie Leo dorieleo@ca.rr.com
F R O M B E V ER LY HI L L S T O V E NT U RA C OUNT Y
COPY EDITOR Dale Beck EXECUTIVE ASSISTANT Tiffany Weatherman
SENIOR EDITOR Elyse Glickman
Get LA Uptown’s Indispensable guide to business, luxury, and lifestyle.
SENIOR writers Michael J. Herman, Diane Sukiennik, Michael Reiss CONTRIBUTING Writers Jason Carignan, Michelle Davis, Jason Dean, Lauren Kane, Rebecca Miller, Sarah Rico, Tadd Wooton CONTRIBUTING ADVISORS Carlo Brignardello, Steve Carmandalian, Mike Davis, Paulette Lambert, Peter McKenzie, Kent E. Seton, Joe Teurlings, Daryl Wizelman, Bob Yallen, Jeffrey M. Zabner Golf Editor Ryan Byers STAFF PHOTOGRAPHER Christopher Brereton Picturehealing.Com CONTRIBUTING PHOTOGRAPHERS Eric Kim erickimphotography.com Matthew McGee mathewmphoto@gmail.com Monica Teurlings info@monicateurlings.com Cover Photo Courtesy of UCLA Athletics Department Illustrations by Mac Whiting macwhiting.com
Subscribe Online at CSQmag.com
TH E GRE ATE ST ATH LE TE IN TH E WO RLD p . 88 | M U LLIN A U T OMOT IV E MU S E U M p. 7 4
SUMMER 2010 ISSUE
the indispensable guide to Business + Luxury + Lifestyle
C - S U I T E QUARTERLY
JEFFREY IMMELT CHAIRMAN AND CEO,
GENERAL ELECTRIC On Business, Life & GE’s $15 Million Partnership with the Reagan Presidential Foundation
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U PTOWN
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CSUITEQUARTERLY
Editor’s Note
The C-Suite are the leaders within their organizations or industries whose title customarily begins with Chief. IE: CEO, CFO, COO.
The art of Giving Some people work and work and work and never look back. In their mind the accumulation of wealth is the ultimate goal. Capitalism encourages and rewards hard work, therefore making it easier to justify a focus solely pointed at personal gain. Photo by Monica Teurlings
I want to hear from you. Email me at david@csqmag.com and let me know your thoughts on this issue and your ideas for the next.
At what point, though, does one say “I’ve accumulated enough wealth and am going to dedicate my life to giving back.” What is the tipping point for a teenager to dedicate their youth and sacrifice social ‘play-time’ to give back to those less fortunate (pg. 73). To quote John Wooden, “You can’t live a perfect day without doing something for someone who will never be able to repay you.” (pg. 94) Imagine the worldy gains we’d achieve if we all asked ourselves, “What am Idoing through my business to help others in the process?” Jonathan Greenblatt, the Co-founder of Ethos water, developed the mission of, simply put, “helping children get clean water.” With every bottle sold, a donation is made to provide clean water to those children in need around the world (pg. 30). Istrongly believe that the successful business leader has a responsibility to create a business model that both drives
sales and profits, and gives back to the greater good. The desire to be a charitable person can come from many places...especially out of extreme adversity. Recently Iplayed golf with a new friend that shared an incredible story of resilience and selflessness. Growing up in a rugged part of Los Angeles, he lost his mother at the age of twelve; needless to say his childhood was rough. Decades later he is one the largest donors to child-related charities in the state of California, making life a little easier for thousands that also have it rough. Another friend of mine, Daryl Wizelman, a featured Advisor this quarter, often asks what he can do for you rather than the other way around. If everyone led with that mentality, the world would be a better place to work and live. On the following pages we offer a look at philanthropists, leaders in social business, and the business and lifestyle pieces you have become accustom to. Enjoy, and Ihope the motivational and inspirational stories you read here will encourage you to think about how you can be a part, or a greater part, of the philanthropic causes that resonate with you.
David Wurth - Editor in Chief david@csqmag.com
10 | CSQMag.com
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© 2010 PerfectBusiness. All rights reserved. Rules, prizes and submission policies are posted at PerfectBusiness.com/Summit. All decisions by judges and PerfectBusiness.com are final.
CSUITEQUARTERLY
Contributors
Jason Carignan p30 Jason Carignan, Co-Founder, Chief Design Officer, Vapur, Inc. Jason has spent his career building customer experience and brand strategies for some of today’s leading companies. As a “creative idealist”, Jason fused his love of design, fashion and trend-spotting to develop Vapur - the first reusable water bottle that folds-to-go anywhere – a simple idea to help put an end to bottled water. Jason lives with his wife and two boys in Thousand Oaks, CA.
Sarah Rico p20 Hailing from small town S. Lake Tahoe, NV, Sarah suddenly found herself in LA with a degree in Foreign Policy from USC. After spending a year in what she unaffectionately deems the 9th circle of hell (aka law school), she realized she would rather watch paint dry and so began her quest to find her passion. She’s traveled everywhere from India to Africa and done everything from produce video games to public relations for the automotive industry. Her journey ended behind the lens of a camera, where you will now find her capturing life’s greatest moments.
Christopher Brereton At the ripe age of 25 years old, Christopher Brereton has established himself as a passionately involved member of his community. Through his contributions and background in Marketing, Christopher recently launched the altruistic Picturehealing. com, allowing everyone of any caliber the ability to generate donations to their favorite causes at no cost to the users or the nonprofits. As a young CEO with a beaming vision, it’s positive that copious amounts of positive change are to come in the very near future.
Tadd Wooton p34 Tadd Wooton is a dynamic and likeable expert who also happens to be an accountant. Tadd’s background at a “Big 4” firm, two publicly-traded companies, a multi-million dollar start-up and now his own firm, equips him with an entrepreneurial perspective that differs from many firm-raised accountants. Tadd is a CPA and partner at a full-service accounting firm, Smith & Wooton LLP, that provides tax planning, start-up consulting, financial reporting, payroll & bookkeeping services. Tadd can be reached at (805) 585-3797 or twooton@smithandwooton.com.
Jason Dean p66 Michigan native Jason Dean lives in Tarzana and thrives under intense, deadline pressure. He dabbles in photography, crossword puzzles, endurance races, writing music and playing guitar, and imitating Freddie Mercury. He is a quintessential Libra. He received his journalism degree from Central Michigan University and is a fan of blueberries.
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CSUITEQUARTERLY / desirables
Raise Money Online... Cause World iPhone and Android App available at causeworld.com A tough economy and busy schedules can push charitable giving to the back of the mind, but a few companies have made it easy to give without breaking the bank. Companies sponsor the iPhone and Android app CauseWorld, and donate money that is allocated by the users. The app is made possible by Procter and Gamble, Citi, Kraft Foods, and Sears. Download the app and quickly start donating to a myriad of charities – all for free!
A picture’s worth a donation! picturehealing.com Earn donations for up to three of your favorite nonprofits simply by storing your photos on Picturehealing.com. The more you use the free service, the more your causes earn. Similar to Photobucket or Flickr, it’s a free image storage service; however, by using this site, you’ll be generating donations to causes you feel passionate about supporting. It’s truly that simple! You can also share your images to your social media sites such as Facebook.
A Heart-Filled Fund-raising Site lovemycharity.com It’s like Ebay and Craigslist, but with a purpose. Love My Charity brings sellers and buyers together like the popular marketplace Web sites, but adds the twist of charity. Consumers get the chance to buy products like electronics, collectibles, and clothes while helping nonprofit organizations at the same time. There are no transaction fees for buyers and sellers, it also gives nonprofits the chance to be seen by a wider audience while increasing their donor pool.
Rock Nation rocknationschool.com Rock Nation has become an industry leader in music performance education by helping musicians perfect their sound while giving them a facility at which to practice. Rock Nation is going a step further and giving back to the community by donating proceeds from concerts and events to various scholarships including The Friends Charity in Calabasas and The Conejo Free Clinic. To support Rock Nation go to a benefit show, enjoy, and see the artists’ hard work pay off. Visit rocknationschool.com to view events and get more information.
14 | CSQMag.com
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CSUITEQUARTERLY / literature
Required Reading A GAME PLAN FOR LIFE, THE POWER OF MENTORING By John Wooden and Don Yaeger
I
n his ninth book, Coach John Wooden’s Midwest philosophy is set forth again in “A Game Plan for Life, The Power
of Mentoring.” Who better to tell the story than one whose lasting impact continues in the lives of those fortunate to have worked with him. Yet, as we explore the cornerstone of his philosophies, it begs the question, “Who mentored the mentor?” In the first half of the book, Wooden takes us on a tour of his life, focusing on those that helped instill the powerful
By Dale Beck values and ethics he would carry and teach throughout his life, learning from individuals such as his father, his beloved wife Nellie, Abraham Lincoln, and Mother Teresa. The second half contains interviews with many of those he mentored including Kareem Abdul-Jabbar, Bill Walton, and even a middle school coach. Wooden’s wisdom offers a strong foundation of knowledge and strategy to create a virtuous life, one that is not compromised by the competitive world we live in today. Equally important, it’s penned by a man who lived by the principles he espoused. Wooden’s book sets forth nothing more than common sense principles, a lesson to some and reminder to others. Inspiring, it reminds us that in a world where ethics are questioned and principles sometimes spurned, there are still those who carry themselves with these time-valued ideals. Not just for the sports fan, “Game Plan” is for the businessperson, teacher, or parent looking to build lasting and rewarding relationships with time-honored concepts that may be embraced immediately.
SELLING TO THE C-SUITE by Nicholas Read and Stephen Bistritz
T
he busy executive wants few distractions and will have a gauntlet in place to keep those who might distract remain at bay. “Selling to the C-Suite” identifies the roadblocks, then offers techniques and strategies to circumvent them. First in line is the gatekeeper, the secretary who gives the thumbs up or down to entry. Then comes lower management, another hurdle, albeit passable. The make or break of the sale is thoroughly researched, with concepts that have been successfully applied for
decades. Equally important, the book focuses not only on those who sold to the C-Suite, but turns the table, focusing on how senior executives want to be sold to. When it comes to gaining access, establishing credibility, and gaining loyalty through simple, down-to-earth advice, authors Nicholas Read and Stephen Bistritz have done their homework (which incidentally is one of their tips for the sales rep). When the stakes are high, place the odds on your side through some of these tried and tested techniques. An excellent read for both seasoned professionals and rookie salespeople, it offers the key to those who want to get through the door and stay there.
Every quarter we feature books that motivate and educate. We provide Required Reading for the executive whose goal is to meet day-to-day challenges head on and never stop learning. This month we are featuring a book by John Wooden, a legendary motivator who is celebrated on our pages (see p94 for writer Michael J. Herman’s personal account) as well as Selling to the C-Suite which we feel is a great primer on working with high level executives for yourself or your workforce. If you have suggestions for this section email us at books@csqmag.com; we are always happy to hear from you.
18 | CSQMag.com
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C - S U I T E QUARTERLY
CSUITEQUARTERLY / desirables
Air|Land|Water
ICON Aircraft By Sarah Rico
I
n 2004, after 12 years of study, the FAA changed the future of recreational aviation by creating a new sport pilot’s license and a new category of light aircraft. The FAA’s goal was to broaden the appeal of recreational flying and make it more accessible. The new Sport Pilot License requires 20 hours of flight training–roughly half the time and cost of a traditional pilot’s license—and restricts flying to daytime only, good weather, and uncontrolled airspace. The new Light Sport Aircraft category allows small aircraft to be more easily designed and manufactured as long as they follow a detailed set of restrictions, including a top speed of 138 mph and a maximum weight of 1,320 pounds. Kirk Hawkins, former U.S. Air Force F16 fighter pilot and Stanford Business Graduate, founded ICON Aircraft in 2005. He set out to leverage these FAA changes by creating an aircraft that had all the appeal of power sports products like boats, jet skis, motorcycles, and sports cars. For most of us, being a pilot seems unattainable. The closest I ever came to piloting was getting a set of pin-on wings from our childhood hero in the cockpit of a commercial airliner. This is where the ICON A5 comes in. This light sport aircraft
is not just some concept unveiled at a science fair; it’s a reality to the tune of more than 400 already sold, with buyers ranging from the most experienced of pilots to everyday people who have always dreamed of learning to fly. Designed and engineered by some of the best minds in the industry, the A5 prototype has logged over 140 hours of flight time since its public unveiling and first test flight in 2008. At first glance it looks like something out of a Sci-Fi flick. The A5 is amphibious, with a hull that resembles a top of the line watercraft, yet has the capability to take off and land on the ground, allowing owners to pick which remote lake or secluded area they would like to spend their day. Once you are in the cockpit, with its iPod dock, removable side windows, and GPS system, you‘d think you were in a luxury sports car. The A5 has also redefined the convenience of owning a plane. With its wing fold capabilities, it can be trailered and towed behind a truck or SUV and stored in a home garage. Don’t worry about fuel either; it flies on either aviation gas or highoctane auto gas. With an estimated price of $139,000, it is comparable to most luxury cars and other recreational vehicles, making it the ultimate toy. Meet us on the lake?
A5 Specs MSRP $139,000 High-strength, lightweight carbon fiber airframe High-performance wing and airfoil Reliable 100 hp Rotax 912 ULS engine Runs on auto gasoline or aviation gasoline Maximum Speed (Vh): 105 kts (120 mph) Range: 300 Nautical Miles Interior Cockpit Width: 46 in Wingspan: 34 ft Aircraft Length: 22 ft Aircraft Height: 7.1 ft Trailered Width: 8.5 ft Trailered Length: 28 ft Trailered Height: 8.3 ft
For more information on ICON Aircraft and the ICON A5, including sales information, please go to: www.iconaircraft.com For more information on the LSA class and Sports Pilot license, please go to: www.sportpilot.org or www.aopa.org/sportpilot
CSQMag.com | 21
CSUITEQUARTERLY / desirables
Air|Land|Water 0-124 mph 9 seconds Top speed 200+ mph Freeway braking under 100 feet Available Spring 2011 expected production approx. 1,000
McLaren MP4-12C By Dale Beck
F
ormula 1 inspired with a racing car pedigree, McLaren debuts the new MP4-12C (12C for short) next year following a test program of more than one million miles. Not the reincarnate of the F1, the 12C marks the birth of a new supercar. Clothed in a weight restricting, one-piece carbon fiber body, the chassis, is built around a rigid Carbon MonoCell, a one-piece structure (no seams or joints to compromise integrity) that checks in at less than 176 lbs. The M838T twin-turbocharged V8 engine, designed specifically for the 12C, features a dry sump and flat-plane crankshaft. Producing approximately 600 hp and 433 ft-lb of torque, the 12C redlines at 8,500 rpm, with 80% of torque available at only 2,000 RPM. Highly compact, it allows for a very low center of gravity, a welcome attribute to those favoring handling. Rear-wheel driven through a McLaren-developed seven-speed Seamless Shift dual-clutch gearbox (SSG), Formula 1-style Pre-Cog shifting allows the driver to preselect the next highest or lowest gear by applying slight pressure to the shift paddle, thus allowing
more information about the McLaren MP4-12c Jonathan Schwartz McLaren Beverly Hills 9022 Wilshire Blvd. Beverly Hills, CA 90211 818/932.1670 office 818/731.4893 cell
22 | CSQMag.com
gear engagement with lightning speed. Full pressure initiates the gear change. The 12C accelerates from 0 to 124 mph (200 km/h) in just over nine seconds, with top speed listed at just over 200 mph. Braking from 124 mph can be done in under five seconds, with a stop from a reasonable 62 mph done in 98 feet, roughly seven car lengths. A “Brake Steer” system determines the driver’s intended course as it applies the inside rear brake, achieving maximum potential when slowing for a turn or accelerating out of a corner. Chassis control allows the driver to choose between three different handling modes which vary the damper stiffness and stability. Optimizing what McLaren terms the polar moment of inertia (willingness to change direction) the 12C gives a notably quick response to driver input. Aerodynamically uncompromised, a flat underbody and large rear diffuser increase downforce, significantly increasing roadside grip. McLaren is expected to build 1,000 units, 250 of those destined for the United States in spring of 2011. The price tag is expected to be around $265K.
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CSUITEQUARTERLY / desirables
Air|Land|Water
Yachting 101 By Michael J. Herman
Despite across the board recessionary trends in real estate, banking, and investments, yachting enthusiasts continue to love their pastime and are finally returning in numbers to the slips. J. R. Means of Bayport Yachts, Newport Beach, California, says that for most new yachtsmen, the first boat is often the biggest mistake they make in their yachting experiences. Here are some important things you may want to keep in mind when looking at your first yacht purchase: • Find a broker or dealer you like and can trust. Establish a relationship with them to guide you through your needs and lifestyle. • If you don’t like your broker, don’t buy from him. You want someone you will have a long-term relationship with over the course of many investments. • Buy your second boat first. Don’t make a mistake when you make such a big investment of time, money, and dreams. Know what you want and decide what you’ll be happy with in three to five years, until you outgrow the vessel you buy. Then buy that boat.
24 | CSQMag.com
Don’t outgrow your boat faster than your plan. • Always buy an A-rated or B-rated vessel. If your plan is to sail to Catalina, Mexico, or Seattle, be sure your boat is built for that kind of a trip. If you only plan to scoot between Marina del Rey and Newport Beach, you may be able to get by with a lesser-class ship. • Know why you want the yachting lifestyle. If it’s just to sit in the marina, then consider a smaller investment. If it is for ocean going, know what you’re in for when you buy.
• Get experience. Rent the ship you want for a weekend or a week. Get familiar with being on the yacht. Be sure you want it as much as the romance says you do. • Be ready for the commitment and investment a yacht entails. It’s not like a car that can be dusted off once a year and still run great. A ship takes work to be fun. Your yacht is your baby. Love your baby.
• Fractional yachting was a trend that has largely run its course and few serious yachtsmen deal with it (also known as water-based time shares). Only a couple of brokers in the U.S. even deal with fractional sales any more. Unlike aircraft investing, fractional investing in yachts never caught on in a big way. The hot trend is to buy a lower priced boat to start and then move larger as quickly as possible.
Generally, a yacht will depreciate 30%-50% in its first three years. You can buy an already depreciated water vessel and know your investment is solid.
Places to Yacht
Despite its evergreen nature, yachting has seen tremendous attrition, and sales of new yachts have been regulated to a small handful of marinas and venues for the serious yachtsman. Newport Beach, Dana Point, and a few brokers in the San Diego area represent the best venues to find variety and expertise of inventory. Higher-end selection can be found at Marina del Rey, Newport Beach, Dana Point, and perhaps parts of La Jolla. Older, more seasoned crafts, with more bargains and depreciation built into the investments can be found in Southern California at or near Channel Islands, Oxnard, and Ventura Harbors.
CSUITEQUARTERLY / lifestyle
Fall Fashion Guide
By Tiffany Weatherman
The colors of fall: Chocolate, Cinnamon, Navy Blue, Black, Charcoal & Ash Grey
A. Vince PG 26 MO214 in Crimson Vince Malibu $325
With summer behind us and fall quickly coming to an end, it’s time to look foward to the fast approaching cooler weather and the fashion it will bring. Yes, fall is on the horizon, and as we enter into the most fashionable season of the year, we have compiled the ultimate guide to ensure you are dressed to impress.
B. aquaVI (cliff grey) M.Fredric (Westlake Promenade, Calabasas Commons) $28 C. vince-pg 8 m0227-208 Vince Malibu $210 D. Tod’s 39-C Tod’s Beverly Hills Boutique $425
a
E. James Perse Scarf James Perse Malibu $295 F. Robert Graham Carriere Menswear $228
f b
h
G. CitizensofHumanity Sid Straight Leg Jean M. Fredric (Westlake Promenade, Calabasas Commons) $158
d
keep it casual
e
c
H. James Perse Seavees Desert Boot Black James Perse Malibu $180
i
G
j dress it up
I. Robert Wayne Shoe M. Fredric (Westlake Promenade, Calabasas Commons) $98 J. Armani Collezioni Men’s Suit Nordstrom $1895
Great Coat For Fall
7 Diamonds Jacket M.Fredric Man $388
TOMS Shoes Using the purchasing power of individuals to benefit the greater good, TOMS Shoes will give a pair of new shoes to a child in need for every pair you buy. Neiman Marcus @ Westfield Topanga, $78-85
26 | CSQMag.com
Essentials for Developing Personal Style with Peter McKenzie Whether you’re making a first impression or moving up in the world, your appearance can make the difference between being perceived as a capable professional or a has-been. But take heart—we’ve got some easy guidelines to help you create your image.
Make it fit Simply put: Buy clothes that fit! Whether you are shopping off the rack or using a custom clothier, having the right fit will make all the difference in how the clothing presents you. When your clothing flatters your figure, you’ll be far more comfortable, both physically and professionally.
Personalize your style Base your wardrobe choices on what looks great on your body type. Evaluate what’s in style for the season and pick what helps accentuate your best attributes.
Versatility Start with several core suit colors—navy and charcoal are a must—to build a wardrobe with plenty of mix-and-match items. Save the quirky extremes for weekend wear and concentrate your business wardrobe on pieces that always look great on you—and work well with each other.
Details matter A great belt and shoes combo goes a long way toward creating a fantastic image, so don’t skimp on the details. Consider a coordinated pocket square to create signature style.
Create balance Keep your ensemble in harmony by mixing large and small prints or bold and neutral shades. Consulting with a professional clothier can help you find those fabrics and colors that keep you on your A-game. True style endures through good times and bad, so a little time spent building a fantastic wardrobe can give you dividends for years to come. Your business may not always demand being dressed to the nines, but well-tailored clothing gives you a sense of personal style suitable for all occasions. If business casual has become your norm, make sure your business casual is still business appropriate with tailored sportswear. Peter McKenzie creates custom-tailored men’s clothing in the greater Los Angeles area. peter@petermckenzieclothing.com
CSUITEQUARTERLY / lifestyle
Craftsmanship and quality are poured into top shelf bourbons, along with a heady paradigm shift.
Libations
America’s
Liquid Gold
Bourbon—the uniquely American spirit—enjoys a great deal of prestige. Its role in American history begat the American Whisky Trail, with distilleries throughout Kentucky and Tennessee designated historic landmarks by the National Register of Historic Places. American bourbon barrels are widely used by distillers worldwide for the aging of other spirits. Closer to home, foodies and sports fans agree the all-American game-time barbecue would not be complete without a good bourbon-based marinade. Even with those distinctions, however, some may view American whisky as a working man’s spirit. Although most bourbon distilleries have always offered higher-end pours (a glowing 1980 review of Maker’s Mark in The Wall Street Journal revealed bourbon could share the same respect as Scotch and Irish whiskies), connoisseurs still have plenty to learn about Bourbon’s evolution into the 21st century. However, riding this learning curve can be a lot of fun. This curve has wound its way around the country, resulting in bourbon being one of the best selling spirits in New York City and Los Angeles. Propelling this trend is the advent of specialized bourbon bars in L.A. (see sidebar), San Francisco, and Atlanta, focused on
28 | CSQMag.com
By Elyse Glickman
artisanal cocktails and tasting flights in a luxurious setting. Larry Kass, Heaven Hill Distillery’s Director of Corporate Communications, points out the growth in bourbon’s popularity has been organic and strong, anchored by discerning consumers who seek out products with artisanal pedigrees and meaningful connections to American history. “You’ve got a situation where bourbon is experiencing its own version of the artisanal Slow Food movement coupled with a demand for quality-crafted cocktails,” observes Kass, who also tracks trends for the distillery which puts out several boutique bourbons including Rittenhaus and Parker’s Heritage Collection 27-Year-Old, the first American brown spirit to win gold at the San Francisco Spirits Competition—a sure sign bourbons are now being accepted into the pantheon of the world’s great whiskies. “Bourbon consumers make up a literary community that is up on its history, active on the Web, and sharing information quickly with other fans,” Kass continues. “American bourbons have history, heritage, and craftsmanship behind them as well as a master distiller and that hands-on artisanal aspect of its production. Bourbon spirits are on the rise because connoisseurs want to know what makes one
CSQ Bourbon Picks different from each other and learn stories about what brought individual whiskies into existence. With our limited batch Parker’s and Rittenhaus Bourbons, we have a base of connoisseurs who will snap up the bottles the moment they hit the shelves.” Maker’s Mark, meanwhile, raises the stakes in 2010 with the release of Maker’s Mark 46. Though the bottle and liquid have luxury written all over them, Bill Samuels, Jr., Maker’s Mark president, hopes the rare occurrence of a new release will expand the bourbon fan base as well as the sensory experience for existing top shelf bourbon enthusiasts. “Maker’s Mark was the first distillery to midwife (tourism on) The Bourbon Trail back in the early 70s and actively collaborate with other distilleries to promote bourbon’s image as a whole,” explains Samuels. “With Maker’s Mark 46, however, what began on a lark between Kevin Smith (the master distiller) and myself became something we hoped could not only expand the state of the bourbon art but also stay true to the DNA of Maker’s Mark.” Kevin Smith’s distillery office is testament to bourbon’s growing connoisseur cache, especially with a prominently placed gold-dipped bottle of original Maker’s Mark that was the crown jewel of a $7,500 Neiman Marcus 2009 Christmas catalogue fantasy vacation package. With the original being a tough act to follow, Smith knew he had to think outside
Ultra Premium Bourbon Woodford Reserve Bourbon 750ml, $29.99 Available at Woodland Hills Wine Co. Eureka moment: The Parlour Room of Hollywood’s Maple Julep ($10) consists of a generous 3 oz pour of Woodford Reserve, 6-8 mint leaves, and ¾ oz maple syrup shaken and served on the rocks with a mint spring garnish. Cigar Pairing: Alec Bradley Tempus
Premium Bourbon
“In the term ‘Bourbon Whisky,’ each word means something separately and something else when they are put together.” of the barrel to achieve the desired result. He did just that, working with fourth generation barrel maker Brad Boswell to develop a specially treated barrel wood “recipe,” resulting in a bourbon made with Maker’s Mark’s traditions but having an identity all its own. “The ‘46’ is meant to bring out sweet, toasty caramel and vanilla, with a lingering spicy finish but no hot back palate,” says Smith. “What you get from a side-by-side tasting is a familiarity and family resemblance that connects Maker’s Mark and 46, but also a sense of what makes them distinctly different drinking experiences.” In contrast to Maker’s Mark (which until “46” focused on one singular formula), Jim Beam is known for its prolific variety of bourbons. However, Bernie Lubbers, whisky professor at Jim Beam, insists there is more to the distillery than what meets the eye and taste buds. Spend an afternoon with Lubbers, and you will not only learn Beam is home to several upscale bourbons (Blanton’s, Booker’s, Basil Hayden, Baker’s, and Knob Creek), but that each one tells a different story about how bourbon evolved from a humble grain spirit to a phenomenon.. “Coming into the bourbon world as an outsider, I relied upon my past as a stand-up comedian to tell a unique story connoisseurs can really sink their teeth into,” says Lubbers. “Rather than dwell upon how to distill bourbon, I provide a perspective that gets overlooked. For example, a master distiller taught me early on that labels on the bottles really mean things. I break down different labels to their elements, and point out elements mean specific things on their own and mean specific things when they are combined with other elements. In the term “Bourbon Whisky,” each word means something separately and something else when they are put together.” No matter what bourbon or story you prefer, however, it offers a very rich taste of American heritage.
Maker’s Mark Bourbon 1.75L, $54.99 and 750ml, $23.99 available at Wally’s Wine & Spirits Eureka moment: Hollywood’s Kitchen 24 in Hollywood gets creative with the Boss Hog cocktail ($11/$7during happy hour), featuring infused Maker’s Mark bourbon with a burnt orange peel. Cigar Pairing: Ashton VSG
Best Bet Bourbon special Buffalo Trace Bourbon 750ml, $19.99 Available at BevMo stores throughout Los Angeles. Eureka moment: FOUR at The Hilton Checkers Hotel in Downtown Los Angeles offers the Bufala Negra cocktail ($7), consisting of Buffalo Trace bourbon, sweet basil, and balsamic vinaigrette, topped with ginger ale. Cigar Pairing: Casa Magna
Cigar pairings provided by Old Oaks Cigar 805/494.1886 3006 E Thousand Oaks Blvd Thousand Oaks, CA 91362
CSUITEQUARTERLY / social business
Visionaries
All For Good. Good for All. By Jason Carignan Portrait by Christopher Brereton / picturehealing.com
30 | CSQMag.com
Social-entrepreneur and ethical branding guru
Jonathan Greenblatt challenges companies to find their core purpose and use that to serve their communities.
What if your company were to broaden its view of “community” beyond the geographic vicinity of your offices, stores, and employees’ homes, to everyone on the planet touched by your product or service? And what if you measured your firm’s success not solely with economic indicators, but also by evaluating the social and environmental contributions to this community? Jonathan Greenblatt believes that casting a broader sense of community and defining a business’ core purpose in serving that community are the fundamental questions facing companies seeking to build an ethical brand. Greenblatt is a professor at UCLA and CEO founder/president of recent start-up All For Good (allforgood.org), a crowd-sourced volunteering Web site that is turning the traditional community service model on its head. Back in 2003, Greenblatt co-founded Ethos Water with his former business school classmate, Peter Thum. Ethos was one of the earliest companies to combine the power of consumer branding with a social cause. For every bottle of Ethos water sold, the company donated a significant portion of sales to help children around the world get access to clean water. After just a few years, they sold the company to Starbucks. But Greenblatt insists they didn’t sell the company for the money. Instead, they believed that selling to Starbucks would allow Ethos to spread its message atop the shoulders of one of the largest and most successful retail and brand platforms of our time. Sitting in a bustling cafe on the UCLA campus at peak caffeine consumption time, I chatted with Greenblatt about All For Good, and his views on why ethical brands are leading the way in a new era of community-driven business models.
Professor Jonathan Greenblatt on campus at UCLA
Work Your Core Overnight, the acquisition of Ethos by Starbucks reduced the company’s risks of failure to almost zero while instantly accelerating its core purpose: to change the way people think about water. It is this kind of core purpose that Greenblatt believes must drive every decision a company makes, something he calls Ethical Branding. Today, Starbucks donates five cents to water causes for every bottle of Ethos water it sells, setting the goal of raising $10 million – far more than Ethos could have accomplished on its own. But perhaps more importantly, Starbucks continues to renew its commitment to educating people about the world water crisis. In effect, Starbucks has turned its more than 11,000 U.S. locations into mini-classrooms where its employees, partners, and customers collaborate, in a sense, to help alleviate the world water crisis. Ethos Water never set out to become the biggest bottled water company in the world. Instead, it challenged its customers to redefine their “community” to include the more than one billion people around the world who don’t have access to clean drinking water and sanitation. In so doing, the company engaged its customers in its cause and has since helped an estimated 420,000 people get access to clean water. For his current venture, All For Good, Greenblatt got the inspiration while serving on the Obama-Biden presidential transition team. During the campaign, Obama challenged citizens to step-up community service efforts. Greenblatt took that challenge to heart and set out to utilize Web 2.0 tools and open standards to create the largest database of volunteering opportunities in the world. All For Good currently lists more than 200,000 volunteer opportunities with organizations around the country. But most surprisingly, and true to the company’ open-source model, most of the activity on the allforgood.org Web site does not seek to succeed as a destination Web site, but instead takes a backseat to its partners who can use the platform to build and enhance their own presence. Thousands of people have done so by embedding the All for Good Gadget on their blogs and Facebook pages. A number
CSQMag.com | 31
Ethical brands take many forms, but each strives to pursue its core purpose above all and to “do the right thing”.
Photo by Mathew McGee of large publishers have used the tool to enhance their Web sites. Some entrepreneurs have used All for Good to power new social ventures. A few ambitious developers have built robust mobile applications on their platforms. This actually occurs across its partner sites like Google and others via feeds and imbedded widgets. For example, you could be checking your Gmail while being presented with a series of volunteering opportunities in your neighborhood. In all these varied instances, All for Good helps people find ways to make an impact, but to do so in an environment of their choosing. But for Greenblatt, service is not an end in itself, but a means for building stronger communities. He believes that community service should not be viewed as punitive or even as a mandatory, compulsory activity, but simply as an act of civic engagement participation for the public good. With All For Good, Greenblatt is actively connecting people with service opportunities and organizations they’ve never heard of, simply by extending the volunteering conversation across the Web. In Greenblatt’s mind, these “conversations” will ultimately lead to increased engagement and stronger societal restoration. Building an Ethical Brand Ethical brands take many forms, but each strives to pursue its core purpose above all and to “do the right thing” by having a larger sense of what defines their community. Some companies, like Starbucks, use their influence and marketing platform to affect positive change in their employees, neighborhoods, and supply-chain partners. Their efforts to support sustainable farming and legendary employee benefits are a few notable examples. Other companies, such as Ethos Water and All For Good, intentionally set out to create a
profitable business with a larger mission, providing clean water to children around the world. Tom’s Shoes and (Product) [(Red]) have since launched very successful ethical brands based on similar models of cause-based consumption. Some nonprofits, like All for Good, seek to drive social impact while simultaneously generating earned income and achieving sustainable economic models These companies all point to a growing trend where the line between for-profit corporations and not-for-profits is increasingly blurry. Were it not for delineations in our tax code, these distinctions might easily become obsolete. Greenblatt states, “We need to rethink the basic chemistry of companies today and the way in which we value their economic overall contribution. For some, economic impact may be about making the most money possible. For others, it might be about excelling purely on social good.” Will ethical brands get it right every time? Absolutely not. But, Greenblatt believes that an ethical brand should ultimately be evaluated across the span of the organization’s life. However, in a business world that typically values shareholder return and double-digit annual growth above all else, identifying and pursuing your company’s core purpose beyond profits can be challenging at best. With the convergence of globalization and technology, our interconnectedness is unmatched in history. Unfortunately, our economic value system has not kept up with the social implications of this new global community. For that reason, Greenblatt argues that we need a new periodic table that reconsiders the core elements of organizations and how we build successful markets and healthy societies. We need a new way to measure the contributions, impacts, and risks of companies beyond just quarterly financial results.
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CSUITEQUARTERLY / social business
Visionaries
Drinking Problem:
Solved
By Tadd Wooton Photos by Christopher Brereton / picturehealing.com
34 | CSQMag.com
O
ver the past couple of decades, Americans and capitalist economies around the globe have turned a healthy habit into a dirty one. According to data collected by the Web site “OnlineEducation,” it takes 17 million barrels of oil every year to make water bottles for the U.S. market alone. Vapur Inc. is lethally serious about reversing that trend or, better yet, stopping it altogether. Based in Westlake Village, California, Vapur has created the most portable water bottle on the planet. It is called “The Anti-Bottle,” and arrives with the vision of eradicating onetime-use disposable water bottles. This invention is capable of just about anything. In fact, you might say a device like this puts the “able” in capable. Check out this list of abilities: reusable, foldable, washable, attachable, freezable, identifiable, portable, durable, refillable, sustainable, and collapsible. How did this product come about? In recent years Vapur’s founders, David Czerwinski, Brent Reinke, and Jason Carignan, picked up on two painful observations: First, the highly inefficient and needless formula of sourcing, building, filtering, bottling, transporting, selling, consuming, and trashing of water bottles. Second, the unwitting contribution of consumers to this thriving industry. This trio of innovators felt a calling to create an
environmentally safe product that would drive consumers to be more thoughtful about their buying habits. Vapur’s mission challenges all of us to simply step back and think about the wastefulness of the entire water bottling process. Mr. Czerwinski, CEO of Vapur, reminds us that we are “dealing with a product that is freely dispensed in virtually every American household.” I guess, technically, it is not free, but if you compare the incremental cost (and
inner layer is odorless, tasteless, stain resistant, and BPA-free. It is a wonder to me when such an obvious and practical product like this is released, because…well…hasn’t this already been done before? Don’t I already have several of these? Not to mention that ideas like this singe my entrepreneurial nerves, particularly in the why-didn’t-I-think-of-that-years-ago section of my brain. Even if I had thought of it, I doubt I would have analyzed it as deeply as the
“Being green is certainly important to the mission of the company, but creating innovative products that are actually useful is the primary goal.” waste) involved with buying and trashing a single water bottle versus pouring two cups of water from the fridge into an ultra-convenient canteen, their product is sort of a no-brainer. With so many companies donning their environmental badges, Mr. Reinke clarifies that “being green is certainly important to the mission of the company, but creating innovative products that are actually useful is the primary goal.” Being green is simply a value-added perk that keeps customers coming back and reinforces the brand. Vapur’s reusable bottles are made from durable FDAapproved polymer, which is a very strong and pliable plastic. The
team at Vapur. Mr. Carignan, Vapur’s Chief Design Officer, discusses how the fundamental vision of the company goes one giant leap further: “Offering stylish products that trendsetters crave is the essential ingredient to our brand of innovation and unmatched convenience.” After only a few minutes with the folks at Vapur, you quickly sense that this is not just about reusable water bottles, but, in fact, there is a major movement afoot. This company is well-positioned to be a leading innovator in the quest for conscientious consumption. It is clear that Vapur and The Anti-Bottle give new meaning to the phrase “Drink Responsibly.”
CSQMag.com | 35
CSUITEQUARTERLY / destinations
48 Hours
ScottsDale Arizona
By Michelle Davis
The Phoenician
Located in the beautiful Sonoran Desert, Scottsdale is a multi-faceted jewel that offers nothing but the best in both leisure and adventure. Whether your ideal weekend getaway entails outdoor recreation, exciting nightlife, or deep relaxation, Scottsdale has it all. Set apart from typical upscale cities due to its unexpected charm and the contrast of natural beauty and extravagance, Scottsdale provides a variety of accommodations, activities, and amenities to fulfill any desire while preserving its distinctive southwestern feel, creating an experience found nowhere else. » ARTISTIC CHARM
SOUL SEARCHING ADVENTURE
With over 125 art galleries, museums,
For those looking to add a little ex-
grub at a famous western steakhouse.
and art festivals, Scottsdale’s art culture
citement to their
On the leisurely side, nothing brings
is one of its greatest attractions. Pay
Scottsdale is a great place for ex-
together
a visit to the Scottsdale Museum of
ploration, outdoor activities, and fes-
quite like a hot air balloon expedition.
Contemporary Art (SMoCA) downtown
tivities such as Arizona’s Bike Week &
Enjoying the simple pleasures of nature
or stroll through one of many outdoor
“Cyclefest” (usually around mid-April).
with breathtaking panoramic vistas from
art festivals to experience the essence
For the more adventurous traveler,
a bird’s eye view is an experience unlike
of southwestern culture. The diverse
Scottsdale even brings adventure into
anything else. scottsdalecvb.com »
compilation of styles and media makes
the dining experience with the Arizona
the Scottsdale Art District a place that is
Desert Sunset Tour and Cowboy Dinner,
sure to captivate the interest of locals
where you can travel back in time to the
and visitors alike. smoca.org
Old West, and even grab some cowboy
36 | CSQMag.com
weekend getaway,
excitement
with
relaxation
Poolside at the W
UP TO PAR One of Scottdale’s prominent charms is its legendary golf courses. The Sonoran Desert provides the painted backdrop to over 200 golf courses making this oasis the perfect destination for a golf getaway. Tee up at some of the most breathtaking courses that attract several of the world’s most renowned golfers. Troon North Golf Club The 18-hole “Monument” course at the Troon North Golf Club facility in Scottsdale, Arizona, features 7,070 yards of golf from the longest tees for a par of 72 . Designed by Tom Weiskopf, the
THE OASIS AWAITS YOU
Monument golf course opened in 2007.
Upscale resorts exude luxury and relaxation to assure the most comfortable and convenient stay imaginable. Each of these noteworthy properties has their own unique way to pamper, rejuvenate, and indulge. A distinct blend of traditional southwestern style and modern sophistication creates an incomparable ambiance unique to this captivating city.
Troon Golf, LLC manages this facility, with Lon Grundy as the general manager. Grayhawk Golf Club Since opening in 1994, Grayhawk Golf
The Phoenician thephoenician.com
Club has become one of Arizona’s most
With more options than any other resort, the Phoenician offers its guests a completely
celebrated daily-fee golf clubs, mostly
unique experience during each visit. Its array of amenities include ten restaurants and
because of Grayhawk’s two exceptional
lounges, nine swimming pools, the luxurious Centre for Well Being, numerous recreational
18-hole golf courses – Talon and Raptor.
activities, and its own 27- hole USGA championship facility (see sidebar at right), showcas-
Both have earned numerous awards
ing sophistication and exclusivity with its ability to accommodate the likes of any traveler.
and accolades over the years, and have hosted high-profile competitive events
InterContinental Montelucia Resort and Spa icmontelucia.com
such as the PGA Tour’s Frys.com
Winner of countless awards, the elegant InterContinental Montelucia Resort has been rec-
Open (2007-2009).
ognized as one of the top resorts in the country. In addition to its partnership with four of the best local golf clubs, this resort offers everything from corporate meeting packages and event venues to romantic villas and lavish spa treatments. Its highly acclaimed restaurant, Canyon Course
Padro, and unprecedented Joya Spa make this resort a traveler’s favorite. The W Scottsdale starwoodhotels.com/whotels Undoubtedly the trendiest resort in all of Scottsdale, the W epitomizes comfort and convenience. If its 24/7 beach inspired WET® pool, ultra relaxing BLISS® Spa, and fully equipped SWEAT® Fitness Center don’t create a comfortable stay, the WHATEVER/WHENEVER®
service is sure make this place the ultimate hotspot for any fashionable jet-setter.
C-Suite Exclusive Offer Dare to dream and W Scottsdale will make your every wish come true. Exclusively available to C-Suite Magazine elite, W Scottsdale is offering a luxe insider escape into the world of the sultry Southwest. Enjoy a three-night stay in the Extreme Wow Suite at W Scottsdale
with your own personal insider (attendant), your choice of a day or nighttime poolside cabana each day, a classic roadster to paint the town and a personal aerial tour of Arizona’s historic Grand Canyon. To book your luxury stay before December 30, 2010, contact the W Scottsdale Reservation Specialist at 480/970.2109 or wscottsdale.reservations@whotels.com.
The Phoenician Set amid the spectacular Sonoran Desert of Scottsdale, Arizona, The Phoenician offers three diverse nine-hole courses, creating multiple 18-hole combinations for golfers of all skill levels: Desert, Oasis and Canyon (pictured above).
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CSUITEQUARTERLY / destinations
Golf Getaway
The Mystique of Pebble Beach By Ryan Byers
S
itting on what many consider the most prized land in the country, the Monterey Peninsula is home to the most scenic grouping of golf courses in the world–Cypress Point Golf Club, one of the most exclusive private courses and toughest in the country to obtain play on next to Augusta National (as they allow only six sponsored guests per week), Monterey Peninsula Country Club, and three of the most well-known and highest ranked courses one can actually play: The Links At Spanish Bay, Spyglass Hill Golf Course, and Pebble Beach Golf Links. The three latter courses along with a Peter Hay designed par-3 course are all owned and operated by the Pebble Beach Company along with the renowned Inn at Spanish Bay,
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The 17-Mile Drive
Lodge at Pebble Beach, and ultra exclusive Casa Palermo. The Pebble Beach Company is owned by a private investment group led by notables Clint Eastwood, Arnold Palmer, and former baseball commissioner Peter Ueberroth. The prestige of Pebble Beach has attracted such exclusive sponsors as Lexus and Rolex and is also the annual home to the esteemed Concours d’Elegance and Pebble Beach Food and Wine event once a year. Surrounding the spectacular golf courses on the peninsula is the highly scenic 17- Mile Drive. This breathtaking pathway mostly runs along the rustic tree and estate lined coast, while weaving through Pacific Grove as well as Pebble Beach. On this adventure through picturesque serenity are numerous turnoffs for photo opportunities, possibly
the most famous of which is the locale of The Lone Cypress Tree (pictured on p40). This pronounced landmark is the official symbol of Pebble Beach (as seen in silhouette on your Pebble Beach golf attire) and as its 250-year-old roots reflect, is the ultimate sign of fortitude and adversity. Along with the expansive views of the crashing Pacific and mystical fog ridden cliffs, one will also encounter some of the most prestigious residences in the region. Home to the likes of Charles Schwab and Clint Eastwood, the prime real estate on the the Pebble Beach Golf Course has averaged, even in this economy, around a $17,000,000 in asking prices. All in all, a Pebble Beach golf trip is one filled with the best of the best in golf, accommodations, views, and bonding.
Pebble Beach is home to the finest of golf and events in the state, some samplings are the following
Links at Spanish Bay
Pebble Beach Food & Wine Dates April 28-May 1, 2011 History Founded in 2008 by Coastal Luxury Management Information “The Premier Epicurean Lifestyle Event in the Country,” 200 acclaimed wineries and 35 renowned chefs. Tickets Starting at $100 and packages at $995 per person. pebblebeachfoodandwine.com US OPEN dates June 13 - June 16, 2019 recent winner Graeme McDowell Links at Spanish Bay Built 1987 Designed By Robert Trent Jones, Jr., Tom Watson, Frank Tatum Yardage 6,821 yards Course Rating/Slope 74.2/142
The Links At Spanish Bay is the most recent addition to these three masterpieces. Built in 1987, it is designed by Robert Trent Jones, Jr., Tom Watson, and Frank Tatum. The course plays to 6,821 yards with a 74.2 course rating and a slope rating of 142 from the championship tees. The rolling fairways and multi-level greens make for some of the toughest play on the peninsula. The idea behind the layout of the golf course was to create a Scottish-style links course along the coast, strongly resembling many designs in Scottland, where the game was created more than 500 years ago. A traditional links course tends to have
Fall and Winter Stay & Play Package Starting at $1,825. Offer valid November 21, 2010 – March 31, 2011. To learn more about the package or to book you experience, please call 866/226.5442 and mention the code: CSQ
many uneven rolling fairways, tall and thick rough, as well as small, deep bunkers known as “pot bunkers.” Many times pot bunkers can be found in the middle of fairways, and sometimes even hidden by the elevation changes of the terrain. Due to the fact many links courses are located on the coast, there is a strong possibility of high winds which add to the already difficult conditions. The Links At Spanish Bay includes all of these Scottish-style links characteristics, along with large, and dramatic undulating greens, that make putting treacherous and will be sure to give even the best of golfers an invited challenge. At the end of each golf day, you are sure to get the full experience by listening to the sounds of the bagpipe player while watching the colorful hues as the sun sets over the Pacific. The Links At Spanish Bay is a great way to experience a true links golf course without leaving the country. Two Nights at The Lodge at Pebble Beach, The Inn at Spanish Bay Two Rounds of golf One round on Pebble Beach Golf Links and one round on The Links at Spanish Bay, or Spyglass Hill Golf Course $200 Resort Credit per package player redeemable during your stay.
history The first U.S. Open Championship was conducted by the United States Golf Association on the nine-hole course of Newport, Rhode Island Golf and Country Club on October 4, 1895 and was won by Horace Rawlins, an English Professional. information Having evolved into an important golf championship, the format of the U.S Open has changed several times throughout it’s existence remaining in it’s present format of four 18-hole daily rounds since 1965. Tickets not available at this time. usopen.com Concours d’Elegance dates 2011 TBD history First show in 1950 information One of the world’s most prestigious auto shows. Proceeds from the show go to the United Way of Monterey County and the Pebble Beach Company Foundation. Tickets start at $150 pebblebeachconcours.net
CSUITEQUARTERLY / destinations
Golf Getaway
The Lone Cypress on the 17-Mile Drive
Pebble Beach Golf Links Open for Play February 22, 1919 Designed By Jack Neville & Douglas Grant
Hole #4
Yardage 6,953 yards Spyglass Hill Golf Course Built In 1966 Designed By Robert Trent Jones, Sr. Yardage 6,953 yards Course Rating/Slope 75.5/147 Notable Tournament Annual Pebble Beach National Pro-Am
The Spyglass Hill Golf Course, known as “The Glass,” opened for play on March 11, 1966. The Robert Trent Jones, Sr., designed course is host in part to the AT&T Pebble Beach National Pro-Am played annually in February. Spyglass Hill Golf Course obtained its name from Robert Louis Stevenson’s famous novel, Treasure Island. Rumor has it that Stevenson once wandered around the Spyglass area, looking for ideas for his books, and every hole on the course has its own noticeably unique name pulled from characters from his writings. For example, the tenth hole is named Captain Flint, while 16 is Black Dog. With a course rating of 75.5, a slope rating of 147, and a lengthy distance of 6,953 yards
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from the championship tees, Spyglass Hill is another extremely difficult course. In fact, in the 1999 U.S. Amateur at The Glass, the stroke average for the field was over 79. The first five holes have spectacular ocean views, but don’t let that distract you too much, for there are very demanding shots that one must pull off to keep your score down. The remaining thirteen holes have a completely different look to them, but the beauty remains. You might not have the ocean views anymore, but there is a feel to the remainder of the course similar to that of Augusta National in Georgia. With its massive pine tree lined fairways, elevated and crowned greens, strategically placed white sand bunkers, gorgeous lakes, extremely fast putting surfaces (all of which are in pristine condition), the similarities are obvious. I recommend taking a caddie with you on this journey, as there is a lot of course knowledge he or she will be able to help you with. This is a must play course for any golf fanatic, but be prepared to share it with the occasional deer that crosses the fairways.
Course Rating/Slope 75.5/147 Notable Tournaments US Open 1972, 1982, 1992, 2000, 2010 Rounds Played Last Year 50,000
Legendary Pebble Beach, regarded as one of the most beautiful courses in the world, first opened in 1919. Designed by Jack Neville and Douglas Grant, the course hugs the rugged coastline, providing wideopen vistas, cliff-side fairways, and sloping greens. Home to professional competition since 1926 (when it hosted the Monterey Peninsula Open), the course continued to gain fame when it hosted the Bing Crosby National Pro-Am Tournament in 1947 (later to become the AT&T Pebble Beach National Pro-Am). Site of some of golf’s most prestigious tournaments, Pebble Beach has hosted the U.S. Open five times (including this year). The event will return for a sixth time in 2019. Currently, green fees are among the highest in the world starting at $495 as the Pebble Beach Golf Links is currently rated one of the top courses to play in the world.
Pebble Beach Golf Links
Pebble Beach Scorecard Hole 1 Par 4 376 yards
Hole 10
Par 4 430 yards
Hole 2 Par 4 502 yards
Hole 11
Par 4 373 yards
Hole 3 Par 4 374 yards
Hole 12
Par 3 201 yards
Hole 4 Par 4 327 yards
Hole 13
Par 4 393 yards
Hole 5 Par 3 187 yards
Hole 14
Par 5 572 yards
Hole 6 Par 5 500 yards
Hole 15
Par 4 396 yards
Hole 7 Par 3 106 yards
Hole 16
Par 4 401 yards
Hole 8 Par 4 416 yards
Hole 17
Par 3 178 yards
Hole 9 Par 4 462 yards
Hole 18
Par 5 543 yards
18th Hole at PebBle Beach
CSUITEQUARTERLY / destinations
International 5
4 3
1
2
World Cup Soccer A Kick-Start for the South African Economy? By Diane Sukiennik and Michael Reiss
S
outh Africa got an instantaneous economic kick-start the minute it was selected as the location for the World Cup Soccer Games. Not since the remarkably peaceful dismantling of apartheid in 1994 has the world watched and cheered on this rainbow nation with such rapt attention.
As President Zuma explained, “The country’s transport, energy, telecommunications, and social infrastructure are being upgraded and expanded. This is contributing to economic development in the midst of a global recession, while improving conditions for investment.” Foreign investment began to flow in as the plans for a stadium, a new airport for Durban, improved highway
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infrastructure, and a modern public transportation system were drawn (think “Gautrain”—Africa’s first high speed urban train). Now that the games are over, the lasting effect on the economy still remains to be seen. Some of the most hopeful projections for gains in GDP, job creation, and tourism dollars have been dampened by the world- wide recession. But perhaps the most dramatic, valuable, and lasting impact will flow from the newly emerging national pride and potential for harmony that is heralded by the blowing of the vuvela and the welcoming smiles of a nation that has struggled with its status as a developed and developing country. As Simon Kuper and Stefan Szymanski say in their book, Soccernomics, “Hosting doesn’t make you rich, but it does make you happy.” It is expected that foreign investment will continue and tourism will expand as a result of the recent visibility.
South Africa at a glance Beyond Economics South Africa as a Tourist Destination
Besides economics, as a tourist destination South Africa has a tremendous range, diversity, and almost endless variety of experience to be had. Some might hesitate to venture so far away. However, it is worth the journey, for nowhere else on the African continent can you experience the variety and quality that South Africa offers. South Africa captures and captivates. You take a part of this magnificent country with you, and you leave a part of yourself, vowing to return. There is a tremendous range and diversity; an almost endless variety of experience to be had. Following is a sample itinerary that combines cities, towns, countryside, and game park ex-
The 1,219,090 square kilometers of South Africa are located at the southern most tip of Africa. Climate Semi-arid, subtropical Elevation Extremes Atlantic ocean 0 m - Njesuthi 3,408 m GDP Purchasing Power $495.1 billion (2009 estimate) Currency Rand Exchange Rate 7.25 rand = 1 USD (8/8/10)
periences, all with an eye to cultural and culinary excellence: Start at the Cape Grace Hotel in Cape Town (1). If ever a hotel were full of grace it would be the Cape Grace Hotel.
The Cape Grace HOtel
Recognized internationally, its accolades include having been voted “Best Hotel in the World” by readers of Condé Nast Traveler. Perfectly positioned on a private quay of the Victoria and Alfred Waterfront, the gracious hospitality of this boutique hotel is experienced from the moment you approach the door. Each staff member seems genuinely interested in serving and making your experience memorable. They anticipate and exceed expectations at every turn in a quiet, unobtrusive manner. For instance, when asked about a fitness center, they present you with three options: equipment could be delivered to the room, a chauffeur could drive you to workout with a personal trainer, or you could be driven to the local upscale gym. All this and more is part of the Cape Grace Hotel experience, and all is immediately available at your request. capegrace.com
Recognized internationally, its accolades include having been voted “Best Hotel in the World” by readers of Condé Nast Traveler.
Just an hour from coastal Cape Town, but a world unto itself, is the South African Winelands (2). This area is one of the oldest and most venerable wine producers in the world. The five star Relais & Chateau property, Le Quartier Francais Auberge, is the epitome of country French auberge living at its finest. While preserving the Provençal sensibility, Le Quartier offers its guests sophisticated, luxury accommodations overlooking the pool and lush gardens.
Le Quartier Francais Auberge
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CSUITEQUARTERLY / destinations
International Attention to detail, service and proximity to all of Franschhoek’s pleasures sets this accommodation apart. Details such as under floor heating, wood burning fireplaces, air conditioning, ceiling fans, large sitting areas, and generous bathroom space as well as award winning dining make this an ideal choice for the discriminating traveler. lequartier.co.za Moving away from Cape Town and the Winelands and going to the north in South Africa are the cities of Johannesburg (3)
Illyria House
and Pretoria (4). There, you will find the boutique hotel Illyria House. This unparalleled lodging hosts dignitaries, princes, heads of state, business executives, and guests who appreci-
South Africa Hosting the World Cup has it’s benefits
ate the finest. Taking its name form the mythical, magical island
Though the event generates plenty of income for the country the attention and recognition are what pay off in the long run. Here are some interesting facts about South Africa post-world cup:
accommodation, dining, salon concert entertainment, museum
R93 billion was infused into the local economy
quest and ensures that your stay feels more like coming home
created by Shakespeare for “The Twelfth Night,” this elegant guesthouse, Illyria House, is a treasure chest of the finest in quality decor, expansive verandahs and lawns, and an enchanting secret garden spa facility. Guests are assigned a personal butler who tends to every rethan merely staying at a hotel. The rooms and public spaces
Between kick-off on June 11th June 20th, about 45,000 Visa transactions were recorded Encouraged billions of dollars of foreign investment into the country Pushed crime in South Africa to record lows during the playing period Created over 400,000 jobs in South Africa
are furnished in the finest period antiques, tapestries, and Venetian chandeliers. Regularly scheduled live concerts in the salon provide the start to an evening filled with lively conversation, fine wines, and a sumptuous six-course dinner. Treat yourself to an unforgettable experience. Enjoy the hospitality and refinement of Illyria House. illyria.co.za Just to the northeast of Johannesburg and Pretoria are the great safari lodges of Kruger Park (5). Safari experiences are part of the charm of a South African holiday. Locations abound and of-
The Proof is in the numbers A recent report by credit card company Visa shows that spending by Visa cardholders increased to about $566m or about R4.28bn - in the first quarter of the year, a sharp increase over the same period in 2009.
fer as little as an afternoon to enjoy as long as you care to stay in luxurious digs surrounded by exceptional animal viewing. Lukimbi Safari Lodge is a five star luxury lodge. It is one of the newest of the Kruger concessions. In addition to all the expected trappings provided by this level of accommodation, this is one of the projects that is eco-friendly by design as well as being part of the “Black Empowerment Initiative,” which is
Political figure Dan Mokonyane’s thoughts on the effect of the World Cup on South Africa
aimed at providing employment and training to citizens. The result is a genuine African experience where everyone employed has a personal stake in the quality of your experi-
When asked about the economic impact of the World Cup on the Gauteng economy, Mokonyane said: “The greatest impact that the World Cup will have on economic performance is that it has exposed the government to new and faster ways of working. The experience of the World Cup has improved the ability of government to govern and to deliver services at an even faster rate.”
ence, since they benefit directly as a result. The lodge’s 33,000 acres offer prime game viewing in privacy and seclusion. The rangers and trackers are skilled, knowledgeable, and enhance your experience whether in the viewing vehicle or on foot. lukimbi.com For more on South Africa visit csqmag.com and explore even more of what South Africa has to offer.
Owners Tarcisio Mosconi & Antonio Alessi | Wine Room | Patio | Executive Chef Franceso Velasco
Open Noon - 10pm | 7 Days a Week | Sunday Brunch 310.456.0169 | 3835 Cross Creek Rd #8A | Malibu, California Located in the Malibu Country Market www.tradinoimalibu.com
One of Malibu’s Best! - Zagat Restaurant Guide
CSUITEQUARTERLY / destinations
CitySuite
The Mondrian The Mondrian’s Next Act
the lobby of Mondrian West Los Angeles
By Elyse Glickman
The Mondrian Hotel set the standard for L.A. boutique hotels, becoming a go-to spot for fundraisers, cocktail galas, product launches, and awards season bashes. As times change, it retooled and reinvented itself in a sleek, subtle, and more mature style. The simple, austere structure now housing one of the Sunset Strip’s most enduringly trendy hotels began its life in 1959 as an apartment building offering its tenants a fabulously situated pool and location, location, location. Though the minimalist dwelling may have gotten lost in the shuffle during the Strip’s heavy metal heyday in the 1970s and 80s, good things were in store. »
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Once upon a time… Enter Ian Shrager, a reigning hospitality prince famed for spinning inauspicious structures into gold (most notably, Studio 54). After establishing himself as hotelier royalty in New York for his professional, post-disco second act, he found a goldmine within the simple Sunset Boulevard building. With a little help from his friends (including design minimalist king Philippe Starch and New York-based restaurateur Jeffrey Chodorow), the Mondrian took flight as a property that served up the right blend of exclusivity, cutting edge interior design, and cuisine in both its private and public spaces.
Asia De Cuba
With young Hollywood culture taking shape in the mid-1990s, the timing of Mondrian’s dominance of the Sunset scene couldn’t have been better. Asia de Cuba’s interpretation of the then-new phenomenon of Asian-fusion cuisine and the Skybar’s selective clientele policy, as well as the hotel’s cache among industry trendsetters, kept the party going well into the 2000s. By that point, Morgans Hotels, which now owned property, knew it was time to update the fairy tale. A happy Hollywood beginning and middle… The fact that Asia de Cuba and Skybar still bring in patrons and keep food and drink interesting and fresh is no small feat— something as important to party planners considering locations as it is for individual visitors and locals. However, with the siren call of the latest-and-greatest in high concept boutique hotels cropping up along the strip like bougainvillea, the Mondrian had to change with the times. Enter, stage left, designer Benjamin Noriega Ortiz, who took on the task of revitalizing the property. While this nationally acclaimed interior designer kept in place the original décor inspirations and Southern California’s natural geographic attributes, he infused new energy that kept pace with the Sunset Strip’s ever-changing definitions of glamour and modernity. Noriega Ortiz’s design statement for
Skybar & pool
the Mondrian is framed with thirty-foot mahogany doors and naturalistic daylight that plays off the updated palate of creamy whites and warm marigolds that replaces the shocking white of the 1996 original. Other pops of color come into play, including rich
“There is a wittiness at Mondrian that pulls people in and encourages interaction and fun.” blues and purples and custom-designed furniture, including a playful Lucite swing and mushroom-shaped concierge center. “The design of the hotel is so adored among trendsetters and people in the hospitality industry that I’ve heard the word Mondrian used as an adjective,” muses Noriega Ortiz. “With the redesign, which we started in 2007, I did not want to eradicate Philippe Starck’s original vision, I wanted to build on it and enhance it. Like all interiors, the Mondrian’s space should be elevated into a living work of art in which the intrinsic human desire for comfort and beauty are naturally aligned.” Continuing its Fairy tale— and Others’ During this time, Skybar received a recent facelift from Tim Andreas. Under his hand, 1990s minimalism is replaced with earthy,
warm furnishings handmade in San Miguel de Allende, Mexico, including more grownup lounge seating and a yellow and gold color scheme that echoes a fine beach club. Between the achievements of Noriega Ortiz and Andreas, the new-and-improved Mondrian has provided the perfect backdrop for such recent charity events as No on Prop 8, American Water Revolution, Generosity Water, Spirit of Hope for AIDS, My Friends Place, and a film shoot for Malaria No More. While the redesign does not impact the actual layout of the property, it has improved the aesthetics of the spaces with a new lightness and energy. This in turn makes all of Mondrian’s venues even more desirable a spot for a fundraiser. “There is a wittiness at Mondrian that pulls people in and encourages interaction and fun,” notes one busy staffer who chooses to remain anonymous and discreet (something the hotel is still famous and respected for). “It appeals to charity event producers because they want to avoid a feeling of heaviness or seriousness around their events. They want their guests to enjoy themselves and affiliate a positive experience with their organization.” The Mondrian Hotel 8440 Sunset Boulevard West Hollywood, CA 90069 CSQ Contact: Kristen Jordan-Wood 323/848.6023 Reservations: 800/525.8029 www.mondrianhotel.com
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CSUITEQUARTERLY / dining
City Dining
Simon|LA A Rock Star Chef Rolls On and Shares the Stage
By Elyse Glickman
F
our years ago, the euro-chic West Hollywood outpost of the Sofitel steered boldly into the 21st century under the influence of A-list chef Kerry Simon, who not only boasts a nationwide track record of successful concept restaurants, but a super-group client roster of rock and Hollywood royalty (David Bowie, INXS, Debbie Harry, Diane Keaton, and Matt Dillion) that would be the envy of any selfrespecting event planner or concert promoter. In its first years, Simon|LA and companion bar Stone Rose offered diners-in-the-know a taste of rock star treatment, thanks to “wild” food and drink menus as eclectic yet all-American as rock music itself—comfort food classics that pushed the envelope with Asian influences and a changing lineup of farm-to-table fixings that delivered an element of surprise. Food headliners included (and still include) such anthemic fare as “The Meatloaf,” wine-soaked short ribs, brick roasted chicken, and in-your face truffled mac-and-cheese and cauliflower au gratin. For the encore, Kerry whipped up a “Junk Food Platter” loaded with deluxe versions of childhood favorites including cotton candy, Snowballs, Hostess cupcakes, and Cracker Jack. In other words, serious fun. Though Simon|LA still remains a “greatest hit” in the L.A. dining scene, Kerry Simon has infused new talent into his group. These artists carry on his signatures, while updating the menu regularly with their choice touches. Executive chef Marius Blin and Executive Sous Chef Andrew Vaughan now front the band, leading the way weekly with seasonal finds from the nearby West Hollywood Wednesday farmer’s market. While heirloom tomato salad with
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burrata cheese is a staple, Blin throws in the surprise of a baby artichoke or some other treasure from that week’s hunt. Vaughan adds rhythm to such dishes as the crab cake, revived with a hint of pepper and balance from a light and fragrant Asian slaw. Newly added dessert chef Brigitte Contreras, meanwhile, holds her own not only with Kerry’s junk food classic but also her lighter approach to carrot cake and perfect ice creams and sorbets. Simon|LA Like a good rock concert, Sofitel LA Simon|LA’s décor sets the stage 8555 Beverly Blvd for a sensory journey. The main Los Angeles, CA 90048 restaurant’s backdrop is sugges- 310/358.3979 tive of a Southeast Asian tropical CSQ Contact: forest, with its hits of fresh green Klaus Doelling and earthy brown appointments. Hours Mid-century Scandinavian style Breakfast MON-FRI furnishings add an extra layer of so- 6:30AM-11:30AM phistication that parallels the menu. Weekend Brunch Likewise, Stone Rose, with its 11PM-2:30PM Lunch 11:30PM-2:30PM sensuous reds and pinks, is ideal for Light Fare 2:30PM-6PM the after-party, where one can sip Dinner 6PM-11PM refreshing signature cocktails like the Siren and the Lychee Martini. Through it all, the service is superb and the waitstaff always keep their cool, because they know their stuff. With Kerry’s input, but still weaving in their own modern influences, the crew at Simon|LA seems well-equipped to maintain the restaurant’s original fan base while pushing the establishment forward with their own style and current food trends.
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Health & Wellness | Marketing | Wealth Management | Estate Planning | Commercial Real Estate | Corporate Training
ADV ISOR Y
A Heart Leaders Slant on
Emotional Intelligence (EI)
CSQ ADVISOR Daryl Wizelman
Author, Speaker, HeartLeader LLC
Daryl Wizelman is a leadership, corporate culture, emotional intelligence, life planning, and work/ life balance visionary. He speaks to, consults, and motivates companies, associations, professional athletes, professional sports teams, and individuals all over the world. From 1990–2007, Wizelman built, owned, and operated a financial services company with over 550 employees. The company was known for its employee loyalty, abundant culture, and world-class client satisfaction. During this time, he developed the strategies that today make him a sought-after speaker and consultant to a variety of companies, business leaders, athletes, professional sports teams, and associations. Daryl and his wife, Ondrea, have been together since they were 16 and are the parents of 7-yearold boy/girl twins. They live in Calabasas, California. 818/876.7337 daryl@wizelman.com www.darylwizelman.com Blog: www.heartleader.com
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A
ccording to Wikipedia, Emotional Intelligence (EI) describes the ability, capacity, skill or, in the case of the trait EI model, a self-perceived ability, to identify, assess, and manage the emotions of one’s self, of others, and of groups. While EI has deep historical roots dating back to Darwin’s work, it has become more common in the business landscape over the past several years because now, more than ever, understanding the human condition and why we think, feel, and act the way we do has become an important piece to operating a successful business and creating a happy and productive corporate culture. Thoughts, feelings, actions/behaviors, and results represent my view of the emotional intelligence continuum. What I mean by this is that thoughts lead to feelings, which then lead to actions/behaviors, and ultimately to results. This the step by step path that human beings take many times every day. The thoughts and feelings we have cannot be controlled, but the actions/behaviors and results from those behaviors can. For example, imagine being at work and a co-worker speaks to you in a way that you find insulting. This immediately leads to anger and resentment, which causes you to fire back, file a complaint with HR or even worse, resort to physical action. The result is that you and your co-worker have become contentious at work and may even be penalized with disciplinary action. Now what if just as our co-worker was speaking to you, a voice whispered in your ear that he/she had a chemotherapy treatment later in the day, and really had no awareness or ill intentions in the way he spoke to you? Do your actions/behaviors change because you have this information? You now have a heightened awareness of your co-worker and you may choose different actions/behaviors which produce more positive results. Thus, a change in your awareness made a huge difference in the outcome.
Understanding the human condition and why we think, feel, and act the way we do has become an important piece to operating a successful business. People are imperfect and as a result, they make missteps. Even if your emotional intelligence is high, you will experience low awareness from time to time resulting in actions/ behaviors and results that fall below your expectations. It is key to understand when the EI bell goes off in your head as timing is a key component to relational success. There are three areas of time discovery in EI. The first is before negative actions/ behaviors occur. The second is during the episode where negative actions/behaviors take place. The final stage is the results. The before stage requires a deep understanding of who and what triggers your negative actions/behaviors. Once you are aware of these defaults, you can watch for them and create a heightened sensitivity to their presence. When you see the first sign of their existence, you can use your awareness to sidestep the default that can derail your behavior. The during stage requires you to become aware of your negative actions/behaviors
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while the event is in progress. Once that awareness is realized, you can adjust your actions/behaviors during the episode and then achieve the goal of positive behavioral results. The after stage is the most painful stage because the damage has already been done. However, it is never too late to analyze the errors of your ways and ask for forgiveness. This is also an opportunity to learn a lesson in what trigger you missed so that you can better recognize it the next time. Here are some tips and advice that human resource executives can implement to build emotional intelligence at their company: »» Encourage employees to always give the benefit of the doubt regarding the other persons’ (co-worker, customer, vendor etc.) behavior or attitude. »» Encourage employees to raise their awareness of what they say and do and how it affects the people they are saying and doing it to.
»» Encourage employees to ask for forgiveness if and when their actions/behaviors are inappropriate. Ensure that employees understand what they did and how they missed being aware of their behavior before it created a negative result. »» Bring emotional intelligence experts into the workplace to train and work with the employees on improving their EI and thus their positive impact on their co-workers, clients, vendors, etc. In the end, I believe EI boils down to giving the people we come in contact with the benefit of the doubt. We don’t know what the other person’s personal experiences or triggers are. Nor do we know what they are thinking or feeling. Thus, the awareness we can give to them, the greater our ability to control our actions/behaviors and the results. It comes to knowing thy self and being aware of what we say and do and how that affects the people we are saying and doing it to.
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Office Leases & Strategic Planning A Common Oversight by Tenants
CSQ ADVISOR Carlo Brignardello Principal, CresaParnters
Carlo Brignardello is a Principal with CresaPartners, a national corporate real estate advisory and brokerage firm that exclusively represents tenants/space users by providing fully integrated real estate services. Mr. Brignardello has spent his 21year business career representing corporate clients and users of office and industrial space on a local and national basis. He has completed several million square feet of lease and purchase/sale transactions on behalf of his corporate clients across the country. Mr. Brignardello and CresaPartners choose not to represent landlords which avoids any potential for conflict of interest. CresaPartners’ corporate services include strategic planning, site selection-incentives, transaction services (leases/purchases), dispositions (subleases/sales), project management, lease administration, capital markets and facility management. With over 50 offices in North America, CresaPartners is the largest pure tenant representation firm in the U.S. 805/338.6032 cbrignardello@cresapartners.com
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ost companies and management teams have in the past negotiated an office lease or been part of a relocation of their offices. This event often only occurs every five years (as five years is a typical lease term that landlords like to secure) and most tenants working on a new lease have a real estate broker representing them. For the most part, tenants do a good job (or at least try hard) in securing the typical business points that landlords and real estate brokers are used to negotiating – rental rate including any increases, operating and tax expenses including caps and exclusions, parking rights and charges, tenant improvement allowances, length of the lease term, options to extend, expansion rights, limiting or removing landlord’s relocation rights, and a few other ones. Nevertheless, in spite of market conditions, we sometimes see that tenants did not in fact secure the most favorable typical business points in a lease. What we see too often afterwards is that tenants did not implement a “strategic approach” during the project of dealing with a new lease. A new lease can be part of a tenant not relocating (lease extension, early lease restructure and extension, lease renewal option, etc.), or a tenant relocating to a new facility. In either case, the tenant should follow the same rigorous and strategic approach in order to ensure a successful project. When it comes to securing a new lease, strategic planning includes several key components: »» Leverage – No matter what the market conditions are, landlords do not like to have their existing tenants relocate out of their buildings as it is too costly for them to re-tenant the vacant space. They will typically sit empty for a few months, have a construction period to remodel the space, and often provide free rent to attract the new tenant. The construction costs for a new tenant are often higher than those for a tenant already occupying the space. Also, an existing tenant is a proven-paying customer for the landlord; does the landlord know the financial strength of the future tenant? Understand the landlord’s existing debt structure in the building or his portfolio. Is the loan coming due soon? Know the other tenants in the building and the expiration of other leases. Is another tenant in the building expanding, shrinking, or relocating, and when? Always having a relocation alternative (the landlord does not need to know that the tenant does not really want to relocate) is very important. These and other points should be quantified and qualified, and will play a key role in creating the optimum leverage during discussions with a landlord, and if properly negotiated, would yield a better result for the tenant. »» Flexibility - Most landlords, of course, want long-term leases such as five, seven, or ten years. They can use this for refinancing purposes, better income stability, and improving asset value. While that is great for the landlord, how does a long-term lease fit within the plans of the tenant? Most companies business plans are for no longer than three years. While there are benefits in or sometimes the need to sign a longer lease term, securing favorable terms in a down market like the one we currently have, or a location that cannot be easily relocated due to infrastructure costs by the tenant, having “flexibility” in a lease term can save tenants enormous amounts of money. Aligning the business plan of the company with the lease term should be goal number one. Industry reports state that over 30% of companies that signed 10-year leases do not complete their lease term often due to growth, attrition, or a merger and acquisition. If there is a need or requirement to sign a longer term lease, the tenant must try to secure a Lease Termination Option. Most landlords and their brokers
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would quickly say no to this. But if properly integrated and presented during negotiations most often than not a “Right to Terminate the Lease” can be secured. »» Budget and Schedule - Having a thorough budget & schedule well in advance of the signing of a lease can avoid costly surprises and headaches for the tenant. Starting the project far enough in advance will ensure having adequate time to integrate leverage into the overall strategy, as well as having sufficient time to define the size of the space based on current and future employee headcount, design the space, secure permits, and construct the tenant improvements. Although typical budgets include the estimated costs for tenant improvements, what they often miss are costs associated with the lack of infrastructure or deficiencies of the building’s shell & core (electrical, HVAC, code compliance, etc.) Completing detailed due diligence in the target buildings as part of the process would minimize costly pitfalls in this arena.
Tenants must take a strategic approach to ensure the best results.
It is often said that the cost of a lease is the second most expensive line item for a company aside from human resources costs, so tenants must take a strategic approach to ensure the best results.
Estate Planning, Trusts and Probate
It’s about...everyone you love and everything you own. SM
Jeffrey M. Zabner, a Law Corporation Certified Specialist, Estate Planning, Trust and Probate Law State Bar of California, Board of Legal Specialization
4165 E. Thousand Oaks Blvd, Suite 301 Westlake Village, CA 91362 (805) 374-2777 www.zabnerlaw.com jzabner@zabnerlaw.com
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Estate Planning and Philanthropy Preserving Family Assets While Doing Good for Society
CSQ ADVISOR Jeffrey M. Zabner, Esq.
Jeffrey M. Zabner, Westlake Village, California, is an “AV” rated (Martindale-Hubbell Peer Reviewed as Preeminent) attorney and counselor, accredited as a certified specialist in estate planning, trust and probate law (State Bar of California, Board of Legal Specialization), providing creative solutions and guidance to families, business owners, executives, trustees, and beneficiaries. Zabner is also a contributing author of Love Money Control – Redefining Estate Planning in the 21st Century (2004, Quantum Press, Denver, CO). Co-Author, Family Limited Partnerships - a Compendium for Attorneys (1995, WES, LLC, Denver, CO). Author, Incentive Estate Planning , (1993 Personal Financial Planning, Warren Gorham & LaMont, Boston, MA). Admitted to practice law in California, Florida, and Michigan. 805/374.2777 www.zabnerlaw.com
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ncouraging those with means to devote assets to benefit society in general– and favorite causes, specifically – has long been a goal of philanthropic organizations, and it is a universal human desire to give back to society from the bounty derived through a life of industry, hard work, good fortune, and Divine Providence. Sometimes the motivation for philanthropy comes in the form of a current or future tax benefit to the donor. Even so, the result is the right one: doing good. Balanced against that goal is the drive to preserve one’s assets for the benefit of one’s family. These two objectives can be achieved in harmony through thoughtful and intelligent estate planning. Unfortunately, it appears quite clear that the estate tax regime is coming back in January 2011 with a $1 million exemption equivalency and a top tax rate of 55%. Therefore, the tax benefits available through charitable or philanthropic components in one’s estate plan are not only desirable but may also be necessary to help preserve asset appreciation for one’s own family. There is a specific planning technique available which, in low interest rate environments such as ours, offers the opportunity both to do good and to derive a very valuable tax savings benefit. The planning technique is called a Charitable Lead Trust (CLT). A CLT is a specific form of trust whereby the trustee (the person designated in the document to manage the trust) makes payments for a specified number of years to charities designated by the donor (the person creating the trust). When all the charitable payments have been made, the principal of the trust is generally distributed to the donor’s children or descendants. In other words, the charitable interests lead, and the family’s interests follow. A CLT can be created during one’s lifetime (a “Lifetime CLT”) or can be established upon one’s passing through carefully constructed provisions in a person’s will or living trust (a “Testamentary CLT”). In the case of a Lifetime CLT, the donor creates the trust during his life and transfers assets that have appreciation potential and generate a current income stream to the trust. The donor will generally receive a current charitable income tax deduction that can be used to reduce his or her current income taxes. The deduction can generally be carried forward to future tax years until the deduction is used up. In the case of a Testamentary CLT, the trust is created upon the death of the donor and a predetermined amount or percentage of the decedent’s gross taxable estate is invested and used to make annual charitable payments for a calculated term of years. The present value of the scheduled future payments from the CLT is calculated by the trustee, and that amount is used as a direct deduction from the value of the deceased donor’s taxable estate. When the specified term of years is over and all of the charitable payments during those years have been made, the remaining value of the trust is distributed to the deceased donor’s family, free of any estate taxes. Let’s review an example of a Lifetime CLT and the benefits to the donors: Bill and Mary, a married couple, have done well financially and are in the highest income and estate tax brackets. After selling his company, Bill invested $2 million in a start-up company that he founded, although he is not very active in its operation. Bill and Mary have been asked by a charity they support to contribute $180,000 per year for 20 years to help construct a new facility that will bear their name. Without a CLT, Bill and Mary will give $180,000 per year to the charity with after-tax dollars and, in 20 years, will have contributed $3.6 million. Each year, they will deduct $180,000 from their adjusted gross income if their contributions do not exceed
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their annual limit on charitable deductions. Their total potential income tax savings over the 20-year period could equal $1,664,640 (assuming the Bush tax cuts are not renewed by Congress). During this 20-year period, Bill expects the company to grow perhaps as much as 10 times its original value; their initial $2 million of company stock may someday be worth $20 million. When they die, their children will have to pay $11 million in estate taxes, and their next level of descendants (grandchildren) will have to pay 55% of what remains when their children die, leaving only $4,050,000 of the original $20 million for later generations. Almost $16 million of the original $20 million will be paid to the government in estate taxes. Bill and Mary can achieve the same income tax savings while eliminating or greatly reducing estate and gift taxes through the use of a Lifetime CLT. They can transfer $2 million of their company’s stock to the trust. The trust agreement will require the trustee to pay $180,000 per year to their selected charities for 20 years, after which time, the assets of the trust will be distributed to their children. Since the trust pays a fixed amount to charities each year,
the Internal Revenue Code will classify it as a CLT. Using the above example, we can apply the same concept to a Testamentary CLT, except that in this instance, if Bill and Mary do not wish to give the stock away during their lives, they can create language in their wills or a living trust agreement to establish the Testamentary CLT upon the death of them both. This after-death charitable donation is a gift of a “lead interest” (a stream of payments over a period of time) rather than a lump-sum gift. The first obvious benefit of the Testamentary CLT is that it is created after one’s death so none of the donor’s assets are removed from his or her control during their lifetime. The major benefit is that after the term of years that payments are made to the charities, the remainder comes back to the donor’s family, free of estate taxes. The use of a CLT, whether Lifetime or Testamentary, is a complex income and estate tax planning strategy that is not suitable in all planning situations; however, when it is used appropriately, both the tax and non-tax benefits derived are quite substantial. Assets are preserved for the family, and society benefits from the donor’s generosity.
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Maximize The “Good” of Your Charitable Trust
CSQ ADVISOR Kent E. Seton, Esq. Managing Partner, Seton & Assoc.
Kent E. Seton, Esq., an entrepreneur at heart, started his law career simultaneously with the launch of a separate online venture that quickly grew into one of the largest nationwide providers preparing the paperwork for creating 501(c)(3) organizations. At its height, this online company was forming over 250 501(c)(3) organizations per month. At the same time, Mr. Seton also steadily grew his law practice in the Beverly Hills and outlying areas and has become one of the foremost attorneys representing charities on tax, corporate governance, and legal matters concerning fundraising. Not only does he regularly speak on legal topics, but, in the last several years, has also spearheaded a free monthly event featuring the most advanced thinkers in the nonprofit sector for the benefit of sharing resources, information, and networking for nonprofit leaders in the Los Angeles area. Mr. Seton hosts these functions to give back to the nonprofit community. 310/557.1923, Ext. 201 kseton@sblservices.com www.setonlawgroup.com
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he use of charitable trusts to “hold assets in trust” for a charitable beneficiary has been around for decades. There are those who believe that, were it not for the advantageous tax benefits of charitable trusts, charities would have lost a valuable source of funding. Although we are now in the era of the repeal of the estate tax, for most of recent history, and quite possibly the future, there has been an estate tax which allowed high net worth individuals to bequeath monies to charities in order to carry out their philanthropic aspirations as well as their tax planning strategies. Each philanthropist dedicated monies and property to those charities suitable to their own personal tastes and desires. Legally, in order to form a trust, the “settlor” (i.e., the one “setting up the trust” with his/her assets) makes his or her express statements concerning the use of the charitable donation; such statements are called “donor intent,” a pivotal concept. Many cases have dealt with legal disputes by the estates of deceased donors concerning this notion of donor intent, and alleged breaches of such intent. That being said, when hiring a legal practitioner to help structure your charitable trust, you want to ensure that the attorney understands the intricacies of donor intent, because as we all know, after you die there is no way to get legal testimony from you to explain your intentions. Such donor intent, and the manner and method of expressing it, can be absolutely critical to ensure that the money you have so generously bequeathed fulfills your philanthropic objectives. Those who have given significant sums of monies (considering their available resources) during their lifetime well know that giving is serious business. No one wants their contribution to be used for unintended purposes or to give their money to recipients unable to fulfill their promises. Thus, in structuring a trust, it is vital to nominate trustees who you not only trust, but who are professionally competent and knowledgeable about philanthropy to ensure your vision, passion, and intent are carried out. Charitable trusts result in charitable gifts, and the manner in which you set up your trust can significantly impact the amount of resulting good. Therefore, paying attention to the structure of the gifts to be made via your trustee and trust can help maximize the charitable effect you have.You must also choose the legal practitioner who is drafting your trust wisely. Specifically, you may not want to hire a practitioner who solely functions as an estate planning lawyer, because although they can handle trust basics more than competently, when it comes to charitable trusts, it may be beneficial to engage a lawyer who specializes in philanthropy to review those portions of your trust concerning charitable giving. For those reading this article, I do not anticipate any intentional misuse of charitable trusts, but be mindful that even unintentional violators of the following rule can suffer serious consequences. Once you place assets into a charitable trust that is either irrevocable by its terms or upon your death, any uncharitable use of the assets is an absolute violation of both governing California and Federal law. Please note also that within the broad category of charitable trusts, there are subclasses which should be considered. A good practitioner will help you determine the specific subclasses that might be applicable based on various
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factors comprising your trust. For example, as we know, certain assets are income producing. Trusts often deal differently with the treatment of such income and its distribution, as contrasted with the underlying assets, which are being held in trust. This is only meant to alert you to such distinctions which should, along with all economic and charitable components of your trust, be discussed further with your legal and financial advisors. Another issue to be aware of is the creation of private foundations through trusts. It is common for charitable trusts created by high net worth individuals to, as a feature of such trust, create a private foundation. A private foundation is controlled by certain person(s) designated by the settlor to be funded from the assets of the charitable trust. There are many intricacies concerning the rules and regulations of private foundations. For example, assets held by private foundations must be distributed according to certain mandatory distribution requirements (i.e., the 5% rule). Overall, if you are thinking about philanthropy and desire to maximize your charitable impact and the “good” you cause, make sure you think very carefully about who legally records your vision to effectuate your intent, whether during your lifetime or after.
In structuring a trust, it is vital to nominate trustees who you not only trust, but who are professionally competent and knowledgeable about philanthropy.
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Working together Donor advised funds and private foundations
CSQ ADVISOR Joseph Teurlings & Steven Carmandalian
Joseph Teurlings was born and raised in The Netherlands where he obtained a Master’s Degree in Business Administration (MBA). Mr. Teurlings is a CERTIFIED FINANCIAL PLANNER practitioner. He holds the prestigious Chartered Financial Analyst (CFA®) as well as the Certified Investment Management Analyst (CIMA®) designation. Mr. Teurlings is fluent in English, Dutch, German and French. Steven Carmandalian brings more than a decade of industry experience to Moneta Wealth Management. He provides sophisticated knowledge and experience in the areas most critical to clients, including comprehensive wealth planning, asset allocation, investment strategy, and portfolio construction. Steven holds a Bachelors of Science in Finance from California State University, Northridge, as well as the prestigious Certified Investment Management Analyst CIMA®, through the Wharton School of Business. 818/874.2751 joseph.teurlings@ubs.com steven.carmandalian@ubs.com
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UBS Financial Services Inc., This article has been written and approved by UBS Financial Services, Inc. for use by its Financial Advisors.
I
f you are interested in creating a legacy, feel strongly about a cause or giving back to the community, or want to pass on a tradition of giving to your children and grandchildren, then a Donor Advised Fund (DAF) may be just the thing for you.
In most instances, people who are contemplating establishing a philanthropic giving program are advised to create either a private foundation or a donor advised fund. In some instances, one of those structures may be preferable to the other, but they are not mutually exclusive, and many donors who already have a private foundation should consider establishing a donor advised fund (DAF) as well. Several situations outlined below illustrate how donor advised funds and private foundations can complement each other and serve as important tools for family philanthropy
A DAF is a charitable-giving vehicle which allows an individual or family to make an irrevocable contribution of personal assets to a public charity while recommending investment options. Afterward, donors can recommend grants to charitable organizations in the U.S. and abroad on their own timetable.
Succession Planning Families with foundations quite often create a donor advised fund account as a training vehicle for the next generation. These “junior advisors” can learn firsthand about managing a giving vehicle. It also has a benefit of bridging the gap between generations. Situation: A married couple established a family foundation 20 years ago. As they aged, they became concerned about the ability of their children, who had just graduated college, to control the foundation and continue their strategic philanthropy. Their financial advisor recommended that a donor advised fund be established for each child, who would act as a “junior advisor” for the fund. They would present their granting decisions and process to the family foundation board. By having responsibility and learning first hand, they became stakeholders in the family philanthropy while gaining valuable foundaPrivate foundations tion experience for eventually taking an active are charitable entities formed, role in the family foundation. funded, and run by individuals Private Foundation Annual or families for the exclusive Giving Requirement purpose of distributing assets to charitable causes. In Private foundations must make grants of general, private foundations are 5% of their net asset value every year, regardadministered and controlled by less of how much the assets earn. trustees or a board—typically Situation: At year-end, a private foundamembers of the family and tion was still doing due diligence on several trusted advisors selected possible grant recipients. Since it would take by the donor. several months to reach a final decision, the
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foundation would not meet the annual giving requirement for the year. However, it could grant the required distribution to the family’s donor advised fund. Without the constraints of year-end pressure, the family could determine at its own pace which charities would ultimately receive grants. Some foundations even set up an automated distribution of the required 5% amount to the family’s donor advised fund to ensure that no deadlines are missed. Providing an Alternative It’s clear that donor advised funds can complement a private foundation. However, there are some cases where a donor advised fund may simply be preferable to a private foundation. Because a donor advised fund shares many of the characteristics of a private foundation, such as tax-deductible gifts to charitable organizations and involving family members in philanthropy, a donor advised fund can sometimes take the place of a small private foundation for families who are seeking a less burdensome solution. The donor advised fund can even carry the name of the foundation to preserve the same legacy.
Situation: A couple operated a small private foundation for many years but decided that the work involved was becoming more than they could handle. Their financial advisor recommended granting out the private foundation’s assets to a donor advised fund. Through a DAF their costs would be reduced and they would save time as tax filings, grant processing, and other legal and administrative responsibilities were handled by the DAF. Also, the DAF receives the highest tax deduction for future gifts - even real estate. The DAF is also not required to make a 5% annual distribution. While donor advised funds offer many benefits, they also offer donors less control than private foundations. Therefore, any decision to transfer all assets from a private foundation to a donor advised fund should involve your tax and legal advisors. UBS Financial Services Inc. does not give tax or legal advice. You should consult with your attorney or tax advisor regarding your specific situation. This material is not intended or written to be used, and cannot be used or relied upon, by any taxpayer for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter(s).
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Taking Advantage of Media Fragmentation in product marketing today
CSQ ADVISOR Robert Yallen CEO of The Inter/Media Group of Companies
As president and CEO of the Inter/ Media Group of Companies, Robert Yallen oversees one of the nation’s leading independently owned media and marketing organizations. Inter/ Media, which bills $450+ million annually, has gained a national reputation for uniquely blending direct response advertising with general market techniques. Operating under his dynamic vision, the company has done breakthrough, awardwinning advertising and media for such companies as the U.S. Army, Johnson and Johnson, Neutrogena, Ubisoft, Budget Blinds, Biotab Nutraceuticals, Clorox, Video Professor and Corinthian Colleges, among others. Founded in 1974, today Inter/ Media is comprised of ten synergistic business units which offer full service advertising, retail brokering, performance-based advertising, and aggregated media buying. For more information, go to http://www. Intermedia-Advertising.com. 818/Time.Buy ryallen@intermedia-advertising.com
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ccording to the National Cable Television Association, television media fragmentation started with the enactment of the 1984 Cable Act. Cable networks grew from 28 in 1980 to 79 in 1990. Viewers who subscribed to cable went from having few viewing choices (such as the local CBS, NBC, and ABC network affiliate along with several independent broadcast stations) to now more than 48 basic cable networks. But that is hardly the end of the story. Today there has been a proliferation of smaller or niche cable TV networks, along with the arrival of a vastly growing number of 620 HD or SD programming sources, many virtually unknown such as Blackbelt TV and Wealth TV. Enter YouTube, Hulu, social media, and now mobile media – and what you get is a vast number of advertising venues – all fighting for your advertising dollar. This fragmentation of media presents both challenges and opportunities. Even though media consumption patterns indicate that consumers use multiple media concurrently--such as mobile and/or online while watching television--with all of this competition for consumer media attention, it has dramatically reduced audiences by each medium and the effectiveness of each medium’s advertising message. Further, traditional media audiences have eroded. This means that, for the most part, the effectiveness of your advertising dollar has diminished. However, the shift in the media landscape has resulted in opportunities for the savvy marketer. First, although traditional brand advertisers bemoan how brand dollars now chase smaller audiences, all advertisers should really welcome the opportunity presented by these changes--in part because demand has not kept up with supply. This means your campaigns can exploit the explosion in niche programming by concentrating ad dollars on media focused exclusively on your market. That by itself increases the effectiveness of
The fragmentation of advertising will continue to evolve at lightning speed. each dollar spent. However, shop carefully, as some media rates aren’t in line with the true value of their audiences. There are bargains to be had, but it requires an agency to maintain a vigilant scan over this dynamic landscape. An agency with clout, experience, and key relationships is more likely to be able to secure good rates than an independent advertiser. Second, media are doing more to attract and earn your dollars. Many traditional advertising vehicles such as newspapers, magazines, and radio – which rarely sold ads off their “rate cards” – now have become much more rate-friendly and willing to include value-added components such as inclusion in special promotions, Web site ads at little or no additional costs, and emails directly to their reader/listener base. Or they will offer creative options, such as advertising on live radio streaming on the Internet, instead of on the more costly radio broadcasts. Third, the fragmentation has presented options for new ways to buy media. Our subsidiary, Belatrix Media, has created an entire business model aggregating unsold broadcast and cable media and creating a unique footprint that delivers viewers at a fraction of the cost of buying through traditional network channels. We have been able to build upon this model because as more media options become available, it creates a dual effect of being able to buy better and having more choices of what you can buy at an efficient rate.
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Fourth, media and advertisers are becoming more innovative and interactive, engaging the consumer in a way that passive viewership did not accomplish in the earlier years. Initially that could be seen in the rise of direct response advertising, where the viewer is driven to call an 800-number or to a Web site to purchase a product or take advantage of an opportunity. Brand advertisers, product marketers, and lead generation companies have vastly enlarged and transformed the direct response business in the last decade. Buying media via direct response is much less expensive than buying standard advertising time. The primary difference is that the advertiser is not purchasing a specific time in a specific show or a specific month or page in a magazine…the media instead places the advertisement wherever there is available uncommitted inventory or space. Furthermore, today, an advertiser may engage the consumer through television, mobile, or digital polls, surveys, contests, viral video dissemination, and other innovative interactive means. What all this means is that product marketers, smaller advertisers, nonprofits, and non-traditional companies are no longer relegated to local newspapers or shut out of the major media market. There are more ways to divide and test your dollars, buy
cable innovatively, explore unique advertising vehicles, interact with your target market, find flexible new options, and take advantage of media/social networking crossovers. With their need to marshal supporters, volunteers, and revenues, nonprofits can also prevail upon media for special rates and even some pro-bono opportunities—and they can do this with innovative ways to marry media to Internet and social networking campaigns. While this new media landscape presents a myriad of opportunity, it can also be a bit intimidating for a company trying to sort through all the options. To get the most efficient return on investment, you should use experts that will develop the proper media plan at the lowest cost per thousand, thus have the best chance of providing the ROI you are anticipating. As the media marketplace becomes increasingly consumercentric, where the viewer or listener wants a say in the programming, content, participation, and deliverability, you can expect that the fragmentation of advertising will continue to evolve at lightning speed, and it behooves the smart advertiser to keep a lookout for ways to take advantage of it.
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62 | CSQMag.com
F
or many executives, dining out is a key part of business life. Entertaining clients and business associates can have a significant impact on relationship building , however, it could end up taking a toll on one’s health. Recently, media reports have shed light on calorie-laden entrees found in many restaurants, where one meal can contain from 1,000 to 2,000 calories and enough fat for the entire week. These types of meals do not exactly improve performance! However, with a few simple strategies and a little personal effort, it is possible to enjoy dining out while avoiding weight gain. By dining smart, you can even increase your energy and focus. To entice repeat business and increase profits, restaurants need to make sure their food tastes truly apetizing. So what do they do? They add fat more than necessary, and much more than what is considered to be healthy. Most of us know to avoid deep fried foods and rich cream sauces. But there are the gray areas. Olive oil seems like a healthier choice than butter, right? While olive oil is good for us, we need to think about the extra calories this can add to a meal. One tablespoon of olive oil has 130 calories, equal to three pats of butter. If you have four tablespoons of olive oil with two pieces of bread, that’s about 700 calories before your meal! An entree salad seems like a healthier choice, but the dressing and embellishments can be the downfall. A standard restaurant ladle of dressing is equivalent to eight table-
Limit drinking to only one drink per day for heart health and for your waistline. spoons, adding 500 to 600 calories to your salad. Save a few hundred calories and a lot of sodium by asking for the dressing on the side. Using only two tablespoons can save a few hundred calories. This makes a big difference over time. (Remember: an extra 100 calories per day equals about 10 extra pounds in one year.) Also, think about reducing the extra toppings like nuts, cheese, tortilla strips, and bacon bits. Limit your options to just one or two favorites for more calorie savings. A lot of business entertaining takes place in a steakhouse, but do you have to order a steak? It’s well known that red meat is higher in fat than grilled fish or poultry. However, many of us do not know that red meat averages 75 calories per ounce, grilled chicken and turkey about 50, and most fish 30 to 50 calories per ounce. A 12 oz. New York steak is 900 calories while eight large grilled shrimp are only 240 calories. New studies show seafood is heart healthy and does not contribute to high cholesterol. Portion control is everything. Evidence shows that the more food that is on your plate, the more you eat. A common mistake for “waist watchers” is to make a healthier choice while consuming too much. The best way to eat less is to order less. Try ordering more heart healthy seafood since portions are generally smaller or select the appetizer size pasta or entree. If you are on a business trip, plan how you will eat for the entire day in restaurants. Breakfast menus usually make it easy to make healthy choices with options such as oatmeal or yogurt with fresh fruit. At lunch, make sure you order a smaller portion or a half-sandwich and soup; try an entrée salad with dressing on the side. Liquids count! Alcohol is high in calories. Two glasses of wine or two scotches can add an extra 400 to 600 calories to your intake. This would be a difference of 30 to 50 pounds in a year if consumed daily! Limit drinking to only one drink per day for heart health and for your waistline.
ď Ľ ADV ISOR Y ď Ś
Following are several more tips to make smarter dining choices, helping you save a few hundred calories at each meal:  If you eat one to two pieces of bread before your meal, request double veggies in place of rice or potatoes to control both calories and carbohydrates  Order fruit, salad, or vegetables instead of fries  Ask for light cheese in salads or pizza to save calories and to decrease saturated fat  When ordering an omelet, choose a vegetable filling to decrease calories and saturate fat  Remember that one bite of most desserts is 50 calories; share one dessert with the table  Pop a breath mint in your mouth as soon as you think you should be done eating. This clears your palate and diminishes the craving for more food Stay in the game by making healthy food choices that will increase performance. It does require the same assertiveness on your part to be successful with your health as it does to close a business deal. The payoff is feeling great, less fatigue, more energy, and the satisfaction of taking good care of yourself. 
Portion control is everything. Evidence shows that the more food that is on your plate, the more you eat.
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CSUITEQUARTERLY / health & wellness
The 5-Minute Workout
5/5/5 5 C o re E xercises 5 mi n utes 5 d ays a week
By Mike Davis Illustrations by Mac Whiting In the never-ending battle toward optimum health for the business professional, time, as usual, becomes a commodity. And while the weekend warriors among us will attack the gym, the court, or the pool on Saturday and Sunday, during the week, time tends to conveniently slide by. With an accent on the body part of the mind-body connection, below is my 5/5/5 health plan to help keep the body fit in a very short period of time. The numbers stand for five exercises for five minutes, five times per week. The five exercises are to be maintained for 20 seconds each. Move directly into the next exercise and repeat through all “5” exercises, repeating the round three times. The “5” exercises repeated three times each should take only “5” minutes, leaving enough time to wade through the Wall Street Journal while downing your favorite whole wheat bagel. This should take five minutes to do in your office, home, or on vacation. This program is intended to get you in a routine of exercise five days a week. No excuses – make it a lifestyle…your long term health depends on it.
Mike Davis is the owner of Elite Fitnees Plus in Westlake Village, California. mdavis@elitefitnessplus.com
1
:00
2
:20
3
:40
Pushups
20 seconds / 3x’s From the side of desk, knees, or floor. Wrists inline with elbows, elbows inline with the bottom of the shoulder blades. Back flat, do not sway your back.
Crunch
20 seconds / 3x’s Feet up on chair or exercise ball. Hands behind your head, elbows parallel with the floor. Crunch up until shoulder blades come off floor.
Bridge
20 seconds / 3x’s Double leg, single leg, or legs on exercise ball. Feet hip-width apart, toes off floor, knees flexed at about 75 degrees, and no more than 90.
1:00
4
Plank
20 seconds / 3x’s Elbows, straight arms, on elbows on exercise ball. Elbows flexed at 90 degrees, forearms parallel with body, toes flexed into floor). Back flat, do not sway back.
5
1:20 Supermans
20 seconds / 3x’s Arms perpendicular to body, arms stretched out over your head, or alternating. Laying on your stomach, arms out to your sides. Lift chest and lower body off the floor, repeat slowly and controlled.
1:40
Repeat x2
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CSUITEQUARTERLY / philanthropy
Feature
John Notter
One of the masterminds behind the master-planned community‌ Westlake Village By Jason Dean
66 | CSQMag.com
The Man Behind the Master Plan
D.K.Ludwig
S
ome dreams materialize swiftly, passing from conception to fruition in charitable, cause-and-effect fashion. Others require perseverance that extends far beyond the short-sighted parameters of conventional expectations. The true visionary is undaunted by such constraints. The genesis of John L. Notter’s professional relationship with Daniel K. Ludwig arose from the ambition of building a “city in the country,” a bucolic yet bustling burg to be nestled in the northern foothills of the Santa Monica Mountains. Ludwig’s company, American-Hawaiian Steamship, had purchased 12,000 acres of land between Los Angeles and Santa Barbara, and Notter— president of a successful Woodland Hills savings and loan company at the time—was procured to assist in practical oversight of the planning and implementation. The year was 1963. Nearly five decades later, Westlake Village continues to thrive as a shining testament to that vision. Daniel Ludwig, at one time one of the richest men in the world, was driven by aspirations of social import as well, founding the Ludwig Institute for Cancer Research (LICR) in 1971. In 1974, he said, “The elimination of cancer will surely rank as one of man’s greatest and uncontroversial achievements. That day may be long delayed. How long we cannot tell. But I do not doubt that it will surely come.” Today, LICR is the largest international, academic, non-profit organization dedicated to understanding and controlling cancer. Ludwig passed away in 1992 at the age of 95. Notter was involved in LICR from its inception, serving as its first chairman of the board, a distinction he resumed in 2009. Notter lost his 29year-old son-in-law to a rare form of leukemia, which strengthened his resolve as he sat with the profound realization that neither his social status nor his professional contacts could empower him to alter the course of family tragedy. “I was determined to do everything in my power,” he later said, “to help win the battle over this horrendous disease.” Responding to a recent email request, Mr. Notter offered his ruminations on Westlake Village, the future of cancer research, and his other philanthropic endeavors. »
One of last century’s richest men in the world, Daniel K. Ludwig left almost all of his fortune to cancer research, believing that cancer represented one of the great challenges of humanity. Born in 1897, Ludwig invented the modern supertanker and pioneered the first fleet. Other business interests included oil and gas projects, coal production, and real estate. In 1971, he launched the Ludwig Institute for Cancer Research, reluctantly lending his name after much persuasion. After his death in 1992, his endowment followed his wishes to “provide cancer research support at six leading US academic institutions in the USA: University of Chicago Pritzker School of Medicine, Johns Hopkins University School of Medicine, Harvard Medical School (Dana-Farber Cancer Institute), Memorial Sloan-Kettering Cancer Center, Stanford University, and Massachusetts Institute of Technology. Since 1992, the Fund has expended some $53 million for professorial chairs at the six beneficiary institutions.
CSUITEQUARTERLY / philanthropy
Feature
THe Pool at Notter’s Westlake VIllage Inn Right Mr. Notter with Daniel K. Ludwig and Governor Ronald Reagan, circa 1970
What initially prompted you and Mr. Ludwig to create
it continues to evolve, I believe it is important to focus on the
a village? What was the most challenging aspect of
original enhancements that made the city unique…. We were
the project?
the first to put in pedestrian-friendly pathways and bike paths, a city palate of earth tones and artful signage. In hindsight, it
The project and development was unique from day one as we
was pretty insightful considering that was well over 40 years
literally planned an entire city from the ground up. We carved
ago. We wanted to exude a ‘village’ feeling. When we started
out and paved new roads, designed egress pathways, schools,
our marketing, we boasted a “City in the Country”...now we
the quintessential greenbelts, and a massive, man-made lake.
toast to a “Country in the City!”
Imagine building a lake in Southern California in the 1960s; we were breaking new ground every day. It also left us with
You created The Westlake Village Inn as a unique des-
a big chore whether to line the lake or not. We were the first
tination for both discerning business travelers and as a
innovators to use concrete and other mixtures to create a
“getaway” destination. Do you have further plans for
natural-looking shoreline. To this day, it remains one of the
the Inn?
city’s most attractive amenities. We seek to constantly evolve our product and place in hospiWhat are your thoughts on how Westlake Village has
tality, whether it is excellence in accommodations, entertain-
grown up? Do you have any goals, wishes, or plans for its
ment, or cuisine. We took just over an acre of prime real estate
future development?
and turned what was a gas station and mechanics bay for over four decades into a beautiful organic vineyard boasting over
Westlake Village today continues to be one of the most
500 grapevines, fruit-bearing olive trees, roses, lavender, and
beautiful and sought-after places to live, work, and play. As
wildflowers. I think it defines the sustainability and creativity I
68 | CSQMag.com
Notter Ludwig Institute for Cancer Research Established in 1971, the LICR is the largest international nonprofit institute dedicated to understanding and controlling cancer. With an annual operating budget of approximately $100 million, LICR has ten branches and affiliated laboratories in 16 countries. The institute has itw own clinical trials management infrastructure to ensure that trials are conducted safely, ethically, and legally. LICR is currently exploring five therapeutic modalities: cancer vaccines, targeted antibodies, enzymatic depletion, small molecule inhibitors, and siRNAs (intended to interfere with the production of a protein required for cancer cell growth and survival).
Board of Directors Mr. John L. Notter, Chairman Mr. Alfred B. Berger Mr. Stephen Bollenbach Mr. Olivier Dunant Mr. John D. Gordan, III Dr. Samuel Hellman Dr. Adolf E. Kammerer Mr. Edward A. McDermott, Jr. Sir Derek Roberts Prof. Jane Royston Dr. Andrew J.G. Simps
LOCATIOns Brussels Lausanne Melbourne New York Oxford San Diego S책o Paulo Stockholm Uppsala www.licr.org
CSUITEQUARTERLY / philanthropy
Feature
“Westlake Village today continues to be one of the most beautiful and sought-after places to live, work, and play.”
encouraged and making substantial advancements in the care and control of cancer treatment, thus subsequently enhancing the lives and longevity of human beings and the quality of their lives living with cancer. The prospects for bringing cancer under control will only improve with our steadfast commitment in innovative clinical research. The control of cancer is now within our grasp and at LICR we are fully committed to these discoveries and the human benefit. You are currently the Chairman of the Investment Committee for the Conrad N. Hilton Foundation; is there a connection in your mind between the goals of the
have always sought to instill in the Inn and the image we uphold
Foundation and your work with LICR?
in the surrounding community. We are working in concert with the city now to develop a quaint Stonehouse Bakery and wine
The Conrad N. Hilton Foundation’s mission is dedicated to im-
tasting room.
proving the lives of the disadvantaged and vulnerable people throughout the world; to that end ending world suffering.
Looking at the big picture and the current advancements in
There is a natural synergy to the Foundation goals and those
the field, do you feel progress has exceeded or fallen short
of LICR. Both Conrad Hilton and D.K. Ludwig were remarkable
of Mr. Ludwig’s vision for the LICR?
visionaries who dedicated their life’s work to helping others.
In keeping with D.K. Ludwig’s vision, LICR continues to strive
We are currently working on a joint venture between the
to be on the cutting edge and a respected leader in the cancer
two institutions involving the research of the metastasis of
research environment throughout the world. Truthfully, we have
cancer which is the cause of most deaths. The two are joining
not exceeded our goals; in fact, we have fallen short. It is an
together to create an additional program for the prevention of
ongoing frustration and scientific conundrum that challenges
cancer, with opportunities through a new understanding of our
the most brilliant scientists in the field. It’s a highly complex,
human genome system. I believe this is an area that truly
complicated, and frustrating process that has seen many suc-
is the most effective deterrent to cancer in generations
cesses as well as failures in the past decade. We are, however,
to come.
Westlake Village, California Originally termed “A City in the Country,” Westlake Village is a nationally recognized model for the
Median household income $124,407
planned community concept. Incorporated as the City of Westlake Village in 1981, today it is home to just under 9,000 residents. Once a popular filming location for movies and television shows that included Robin Hood, Laredo, Buck Rogers, Gunsmoke, and Bonanza, much of the area was used for ranching. Following purchase of much of the land by the American-Hawaiian Steamship Company and the Prudential Insurance Company, well-known architects, engineers, and land planners convened to design this unique community. Today, The original master-planned community of Westlake Village is diagonally divided by the Los Angeles and Ventura County lines. The Los Angeles County side was incorporated as the City of Westlake Village in 1981. The Ventura County side was annexed into the City of Thousand Oaks in two portions in 1968 and 1972.
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CSUITEQUARTERLY / philanthropy
Uptown Philanthropists
Keets & Hugh Cassar
Loving Grandparents and Prolific Philanthropists
Born in Chicago, Illinois, Keets Cassar has lived all over the U.S. and overseas as her father was a pilot in the Air Force. “It was a wonderful life filled with fascinating people and interesting adventures,” she reflects. Cassar would later attend the University of Washington in Seattle where she majored in journalism. Hugh was born in Malta and immigrated to Canada as a teen where he would later attend the University of Toronto. The Cassars have six children and eleven grandchildren. They live in Hidden Valley where they feel blessed every time they step out of the house and survey the blue skies, scenic mountains, and majestic oaks.
4. Which charities are you involved in? KC: The charity which I personally am most involved with is Casa Pacifica. Hugh and I have hosted their Angel’s Ball the past three years and have twice 1. What is the source of
3. How did you
held our company’s annual golf tourna-
your wealth?
become successful?
ment to benefit them. I am also on
The sources of any wealth that we have
HC: It is because I have had so may
Casa’s executive board and have been
accumulated has not come easy. Over
failures. You just keep on trying until you
involved with their fundraising events. I
the years, surviving has been through
succeed. As a young man, I was born
serve on the Advisory Board for Senior
real estate, manufacturing, importing,
on the island of Malta where I spent
Concerns and this year we devoted our
and distributorships that we own and
the first 15 years of my life before my
annual golf tournament to raising money
operate throughout the United States
dad immigrated to Canada. I studied
for their cause. Another favorite charity
and Canada.
and graduated from the University of
is The Wellness Community which helps
Toronto at the age of 29 with three
individuals and families battling cancer.
2. What is your philanthropic
young children. Right after, I always
We put our house on the Holiday Home
focus or passion?
realized how nice the weather was in
Tour four years ago for Wellness and
KC: Several years ago we decided to
Malta and decided to move to California
it was extremely successful as well as
focus our philanthropic efforts on the
where I specialized in the Management
a very memorable experience for all
local community, allowing us to see
of Hospitals which brought us here to
who attended.
where our dollars are going, how they
help the start up and the opening of Los
become involved with The Alliance for
are being used, and how the community
Robles Hospital and management of
the Arts and feel strongly that we need
is benefiting. This is a wonderful caring
others throughout the USA and over-
to introduce today’s youth to culture
community and we feel blessed to be
seas. Thereafter I obtained a real estate
in the form of music, theatre, and art.
living in Thousand Oaks. I have met
brokers license and opened up my own
Life is not just computers, cell phones,
so many selfless and inspiring persons
brokerage right here in Westlake. I later
and Ipods! We also donate to UCLA
who donate their time and money and
obtained a California car dealers license
Medical Center since we have had
who care passionately about the causes
and shipped high line cars overseas.
occasion to use their facilities in recent
they support; they in turn inspire me. I
Then came importing and manufactur-
years and have become friendly with
can honestly say our lives have been
ing from Asia, Central America, and
some of their doctors who practice
enriched and more interesting since
the distribution of various products
and do their research in conjunction
we have become involved in helping
throughout the USA.
with UCLA and have achieved
various local charities.
72 | CSQMag.com
Hugh and I have also
amazing results.
Young Philanthropists To Watch
Bill & Beverly Dallas
Supporting the Arts and Entrepreneurship
Beverly Jo Dallas (Baker) is admired as one of the founders and first president of the Angels of the Alliance. Bev’s early years were characterized by her outstanding performance as a student and as an artist by competing and winning the Miss Minnesota T.E.E.N contest. In 1991, Mrs. Dallas earned her bachelor’s degree in business administration and speech communication from the University of Minnesota. After a successful career in banking, she moved from Minnesota to California to pursue her dreams. Bill Dallas earned a Bachelor of Liberal Arts degree, Magna cum Laude, from Bowling Green State University and his Juris Doctor degree from the University of Santa Clara School of Law. In 1981 he co-founded First Franklin Financial, an independent, nationwide mortgage banking company. He sold the business to DLJ Merchant Banking in 1994, Bank of America/Nations Bank in 1996, and National City Bank in 1999. National City sold the business to Merrill Lynch in 2006. The sale proceeds created Dallas Capital Management in 1999. Together, the two became Grand Patrons of the Alliance for the Arts with their $1.5 million gift naming the entrance to the Civic Arts Plaza, “Dallas Drive.” Since moving to the Conejo Valley in 1989, the Dallas’ have been active in philanthropy and giving back to the community they now call home. In 1999, the Dallas’ founded Dallas Capital and helped start Oaks Christian School with David Price and Dallas Price-Van Breda where Mrs. Dallas serves as the cheerleading coach for the JV and Varsity Squads. Their foundation and charitable trust have also given generously to California Lutheran University, Oaks Christian Schools, and Westminster Presbyterian Church, Bowling Green State University, YMCA, and over 50 other local charities. In 2001, Dallas Capital partnered with Fox Sports to launch FOX SPORTS GRILL, Restaurant News 2004 Hot Concept of the Year. Today, the company is one of the nation’s largest independent restaurant companies and has six locations across the U.S. including Westlake Village. Outside his business interests, he and Scott Hamilton are championing the next generation of entrepreneurs at Dallas/Hamilton Center for Entrepreneurial Leadership at Bowling Green State University. The Dallas Private Foundation and Charitable Trust have also given generously to California Lutheran University, Oaks Christian Schools, and Westminster Presbyterian Church. Bill & Bev currently reside and are members of Sherwood Country Club in Lake Sherwood, California with their dearest assets, Adam, Billy, Nick, Jake, and Bobbi Jo.
Gabriella Brignardello 15 Founder, Mi Casa de Angeles www.micasadeangeles.org “I want to improve education and empower children in impoverished areas throughout Peru.” While visiting her father’s native Peru, Gabriella, seen here with her sister Isabell (10), was struck by seeing young children begging for money on Christmas Eve. She has since made it her mission to raise money to help Peruvian children get the education they need to end the cycle of poverty. Mi Casa de Angeles hosts various types of events in LA Uptown to raise funds.
Brandon Jackson 17 Founder, Teens Helping Teens www.teenshelpingteens.us “Giving your time to help others is the greatest gift you can give YOURSELF” Brandon started Teens Helping Teens as an umbrella charity with a mission to help underpriveleged and troubled youth, teens and families. A main focus of his efforts has been the Pacific Lodge Boys Home where he created a Junior Board of Directors that has helped raise awareness and funds for the home.
CSUITEQUARTERLY / philanthropy
Uptown Philanthropies
10 Uptown Philanthropies You Should KNow... With charitable missions rang-
phsychiatric/psychological treat-
ing from helping children to
ment, and a variety of community-
seniors, LA uptown is home to
based interventions to children and
some of the most impactful non-profit
organizations
in
Southern california
of Malibu Teen Center
their families.
Boys and Girls Club of Malibu Teen Center Malibu, California www.malibuyouth.org Annual Revenue 2009 $862,579 Executive Director: Kasey Earnest,
Alliance for the Arts
310/457.1400
The Fender Music Foundation
Thousand Oaks, California
The Boys and Girls Clubs of Malibu Teen
Agoura Hills, California
www.toaks.org/cap/alliance
Center is dedicated soley to pre-teens
www.fendermusicfoundation.org
President/Executive Director: Patricia
and teens. BCGM has a lineup of
Annual Revenue $107,779
Jones, 805/449.2590
tested and proven nationally recognized
Moriah Harris - Rodger, 818/706.8742
The Alliance for the Arts is a program
programs that address today’s most
The Fender Music Foundation
providing leadership in developing the
pressing youth issues, teaching young
believes that music participation is an
Thousand Oaks Civic Arts Plaza and the
people the skills they need to succeed in
essential element in the fabric of an
principal cultural center of our commu-
life. Programs are available in the areas
enduring society. They strive to have
nity for the performing and visual arts.
of education, the environment, health
the benefits of making music avail-
Each year the Alliance provides approxi-
and fitness, the arts, careers, alcohol/
able to everyone in the community
mately $750,000 in cash and in-kind
drug prevention and education, and
to promote its importance through
services in support of the Fred Kavli
bilingual family counseling services.
education and media initiatives,
and Scherr Forum Theatres operations,
and to provide financial and in-kind
marketing, and programming efforts.
resources in collaboration with other organizations.
Casa Pacifica Camarillo, California The Boys and Girls Clubs of
www.casapacifica.org
Conejo and Las Virgenes
Annual Donations: $2.4 million
Hogan Family Foundation
Agoura Hills, California
Director of Development and
Newbury Park, California
www.bgcconejo.org
Operations:Vicki Murphy, 805/445.7804
www.hoganfoundation.org
Annual Revenue $1.2 million
CEO: Dr. Steven E. Elson, 805/445.7801
Vice Chairman: Marilyn J. Hogan.
Chief Professional Officer: Mark
Chariman of the Board:
Elswick, 818/706.0905 x105
Casa Pacifica serves abused,
Ed J. Hogan, 805/480.3030
The Boys and Girls Clubs of Conejo
neglected, and severly emotionally
The Hogan Foundation operates
and Las Virgenes serve to enhance
disturbed children and adolescents
educational, humanitarian, and
the lives of the youth by providing
from the Tri-County areas of
civic-minded programs in order to
them with a positive before and after
Southern California. Casa Pacifica
create an environment where the
school environment which includes
offers residential treatment,
spirit of entrepreneurialism can
programs that develop values, skills,
emergency shelter care, assess-
flourish and encourage the devel-
good health, citizenship, character,
ments, educational programs,
opment of a more productive and
and leadership.
family support, medical services,
contributory society. Serving as an
74 | CSQMag.com
inspiration to young people every-
sharing his principles - individual liberty,
where, the Hogan legacy will be to
economoic opportunity, global democ-
demonstrate that through courage
racy, and national pride. The foundation
and compassion there is nothing
is a non-partisan organization which
that cannot be acheived. The
sustains the Ronald Reagan Presidential
Foundation is a private, self-funded
Library and Museum, The Reagan
operation and not a public charity
Center for Public Affairs, the Walter
that spent $4.5 million in philan-
and Leonore Annenberg Presidential
thropic, charitable, and educational
Learning Center and its internationally
endeavors in the last year.
recognized, award-winning Discovery
Can you spot the difference in the two logos?
Center and the Air Force One Pavilion.
Many Mansions Thousand Oaks, California
Senior Concerns
www.manmansions.org
Thousand Oaks, California
07/01/09-06/30/10 $676,000
www.seniorconcerns.org
President: Rick Schroeder,
Donations $105K $235,563 fundraising,
805/496.4948 x227
Thrift Shop $250,000.00
Many Mansions serves to promote and
Director of Programs: Maureen
provide safe, well-managed housing
Symonds, 805/497.0159 x230
with on-site, life-enriching services
Senior Concerns is dedicated to serving
for limited income residents of the
the senior community and especially frail
Conejo Valley, Ventura County, and their
and special-needs seniors, caregivers, and
surrounding communities.
families by providing quality programs,
A.
appropriate resources, and educational outreach, raising funds and developing and administering quality of life programs for seniors with special needs.
The Ronald Reagan Presidential Foundation Simi Valley, California
Wellness Community
www.reaganfoundation.org
Westlake Village, California
Annual Donations / Revenue:
www.twcvv.org
$21,774,452
Annual Revenue $978,733
Director of Communications and
Suzanne Drace, 805/379.4777
Programs: Melissa Giller 805/522.2977
The Wellness Community
The Ronald Reagan Presidential
Valley/Ventura is dedicated to helping
Foundation is dedicated to the
people with cancer and their loved
preservation and promotion of Ronald
ones enhance their health and
Reagan’s legacy of inspired freedom.
well-being by providing a professional
The foundation is specifically charged
program of emotional support,
by him with continuing his legacy and
education, and hope. ď‚š
B.
CSUITEQUARTERLY / philanthropy
Experience
Ultimate Fantasy Sports Camp By David Wurth
I
t was 9:00 p.m. when I received a call to my cell phone two weeks before I was due to report to my first Ultimate Fantasy Sports Camp (UFSC) experience. The call was from Mark Weinstock, general counsel for a real estate development company in Los Angeles, founder of the UFSC, and the organizer of the weekend. Since it was my first time attending, the coaches were a little confused as how to rank me. They had given me a sheet a few weeks prior to fill out with my best sport being first and my worst sport last, but how do you rank sports you’ve never played? Clearly baseball would be one, football two, etc., but where do I place the archery, the swimming, the hockey, and the ultimate Frisbee? It was all a guess at that point and the purpose of Mark’s call was to clarify the details. After an hour on the phone, things seemed to be squared away. My skills, or lack there of, were now a little more clearly understood going into the draft that determined the teams for their ninth annual UFSC in May. This was a prelude to how serious it’s taken, yet also indicative of the level of organization that goes in to ensuring every team is balanced and that everyone has a great time. Once the teams were selected, the emails began to fly…. Before I knew it, those two weeks flew by and I was on my way to Castaic Lake and Camp Canyon Creek. It took an hour and change and when I arrived, albeit a bit late that Friday morning, the majority of the 40 guys had already grabbed their bags, found their cabin, and thrown on their Under Armor uniforms ready for competition. The camp was stunning from the moment I entered the gates, replete with a small pitch and putt golf course, softball field (with clearable fence), large soccer/football field, basketball tennis and sand volleyball courts, and swimming pool. The cabins each had their own restroom and
76 | CSQMag.com
shower to boot. Hardly the ‘camping’ experiHarold ence you find with a tent in the Sequoia’s. Robinson After settling in and claiming my bunk Foundation I started making my rounds, and the guys known in the ‘real world’ as doctors, lawyers, Mission: The Harold Robinson investment bankers, CEO’s, real estate Foundation is dedicated to enriching the lives of inner city developers, and the like had begun their trash and underprivileged children talking and competitive banter and were all by providing them the means, ready to engage (after their initial hello’s free of costs, to attend a safe, and how have you been’s, of course). Being nurturing and non-competitive that the teams in this case were selected by camp environment where they will draft, many of the guys had played with the experience nature and participate others in years past and everyone had waited in diverse recreational programs in anticipation all year for this and were ready designed to strengthen confidence to get going. We were now out of our day and independence, build character, to day element, taken away from the routine and develop leadership skills. and transplanted into a world where the only It is the vision of the Harold thing that mattered was who was on my team Robinson Foundation to provide a and what sport we were playing next (except level playing field for our commufor a major regional hospita’ls head of OBnity’s under-served children. GYN; needless to say, he was still on call). There were four teams with a dozen or so www.haroldrobinsonfoundation.org players on each. There were the ringers and the guys that probably hadn’t played much throughout their lives, yet the one constant here at UFSC, however, isn’t how good you are but how long you can last. Options that we had this particular weekend were the use of trainers and masseuses (I’ve never felt like more of a professional). The trainers were both there for me when I came up limping from ‘overusing’ one of my hamstrings (it’s tough to go from an office chair to the playing field; at least that’s what I’m convincing myself). On the fields and courts the trainers stood right next to the masseuses with their portable massage tables and chairs, available to lend a neck rub whenever it was ‘needed.’And naturally, it was needed on many occasions. During the course of the next few days, we played more than a dozen sports (if you include poker and ping pong) and at the end of the weekend it came down to the points. Our team didn’t make it to the final game, but thankfully it is all about the journey….right? I guess I have to wait until next year to try again, get a group together myself and start my own annual UFSC. Whatever happens, Mark Weinstock and the team at the Camp Canyon Creek would ensure once again that my time and experience was one to remember – both with long lasting memories and soreness. The people I met from this weekend will be friends for life and aside from the direct experience of the camp, there is also a greater good being served. Not lost among us all was that this camp is sponsored by the Harold Robinson Foundation. Mr. Robinson was the father of the camp’s owner, Jeff Robinson, and in his memory a Foundation dedicating itself to providing ‘camp’ to underprivileged and inner city children free of cost was born. To learn more about the UFSC or plan your own, visit the Ultimate Fantasy Sports Camp website at www.ultimatefantasysportscamp.com
Of course not! There is NO difference!
Serving Southern California for over 40 years, 365 days a year. #1 Delicatessen in the county. High quality food and service. Take-out, Delivery & Catering. Family owned and operated.
brentsdeli.com NORTHRIDGE 19565 Parthenia Street Northridge CA 91324 818.886.5679 WESTLAKE VILLAGE 2799 Townsgate Road Westlake Village CA 91361 805.557.1882
CSUITEQUARTERLY / lifestyle
Food & Wine
Appellation Saddle Rock-Malibu
A Toast to a Local Vintner! By Diane Sukiennik and Michael Reiss
Here are some wine offerings by The Malibu Family Wine Estate. 2005 Semler Syrah A Rhone varietal planted in the Santa Monica Mountains, and inspired by the great wines of France, this wine exhibits smoke and earth aromas, while the palate is rich and classic with opulent flavors of fig and dried cherry with an elegant finish. $24
78 | CSQMag.com
2008 Semler Rose A 100% Malibu Estate grown wine. The watermelon hued Rose yields scents of cherry and strawberry which lead into a clean blend of apple, melon, and nectarine flavors. The wine has just enough acidity to produce a refreshingly dry and eminently sippable summer wine. $20
2005 Semler Merlot Saddle Rock Malibu This 2008 San Francisco Chronicle Gold Medal Winning Merlot has an intense garnet color. A ripe blackberry aroma leads to hints of cassis and plum on the entry, and finishes with refined tannins and cedar. $24
W
hat’s cool, hip, sun struck, ocean sprayed, secluded, yet utterly attainable? Malibu. Although you may not reside among the stars who call this place their home, there is an exclusive enclave that is opened to the public, The Malibu Family Wine Estate. Located near the highest point of Kanan Dume Road, today the ranch consists of a little less than 1,000 acres. Grapes are planted on approximately 65 acres with a majority of plantings in Cabernet Sauvignon. The other varietals are Merlot, Syrah, Sauvignon Blanc, Mouvedra, Grenesch, and Viongier. A surprise wine is Semler’s Ice Wine, made with Viongier grapes. It is a great dessert wine! These wines are all bottled with the Semler’s label used for estate wines that are grown on the property in Malibu. The total current production of the Semler’s wines is about 12,000 to 13,000 cases per year. Ron Semler attributes the winery’s success in garnering medals at prestigious wine competitions to the seamless integration of new world technology and old world tradition. “Our vineyards are located in the ideal environment for growing premium wine grapes,” Ronnie says. “We’re at a high elevation. We’re separated from the coastline and the soil here is rocky. Our amazingly hot days cool down tremendously at night.”In fact, the warm days develop lush fruit in grapes, while the cool nights promote acid. The balance between fruit and acid moves a wine from ordinary to great.The ranch’s vineyard property, called “terroir” by the wine savvy, is unique enough to win its own designation as a new American Viticultural Area (AVA), called “Saddle Rock-Malibu,” of which Semler’s wines is the only current member. Semler’s wines are distributed in approximately 20 states: California, Arizona, Nevada, Texas, and a number of states in the Southeast in retail outlets and restaurants. In addition The Malibu Family Wine Estate has the Tasting Room, located at 31740 Mulholland Highway, Malibu, California. It is a lovely outdoor setting that offers live entertainment on summer weekends and Movie Night on Thursdays. Head on over to the Tasting Room and enjoy the outdoor bar and picnic area to enhance the tasting experience. Sprawl on the sumptuous verdant hillside with food, wine, and friends, and enjoy one of their famous during the summer concerts on the lawn. You can also attend one of their special food and wine tasting events throughout the year such as the annual Amgen Tour of California, Los Angeles Magazine Annual Food Event, and the Grape Crush at harvest time. Better yet, hold your own special occasion---be it a celebration or business meeting---on the grounds of this stunning property and toast a local vintner who has put Malibu on the wine map.
“Our vineyards are located in the ideal environment for growing premium wine grapes.”
TOP An evening of entertainment at Malibu Family Wine Estate MIDDLE View of the vines at Saddle Rock LEFT Semler tasting in the barrel room
Visit Malibu Family Wine Estate online to learn more about their wines and properties: malibufamilywines.com
CSQMag.com | 79
CSUITEQUARTERLY / dining
Uptown Dining
The Sea Change SBE Restaurant Group infuses a modern sensibility into Gladstone’s classic formula of sun, sand, surf, and turf.
T
By Elyse Glickman
he tide that is the SBE juggernaut has rolled in and washed away several things that made the nearly fourdecade old Gladstone’s a local icon. The peanut and sawdust covered floor has been replaced by warm, smooth hardwoods. The nautical kitsch that defined it has been repositioned in a more glamorous way. For example, the half-boat that was once the restaurant’s entry awning is now the host desk. The overall ambiance is less rustic pier and more waterfront bistro. The menu has been tweaked several times to balance trendy, updated dishes with classic staples, including lobster and seafood towers. Gladstone’s crew assures us smooth sailing lies ahead for the restaurant even with some early controversies cropping up on food blogs shortly after SBE (joining forces with former mayor/current owner Richard Riordan) took the helm last fall. Manager Arthur Kenai, for example, points out that even with the makeover, the good ship Gladstone’s is still the same at heart, and the local feedback on blending old and new has been overwhelmingly positive as of late. “If you brought Bazaar or Katsuya to the beach, they just wouldn’t work,” he says. “However, what we’ve done with Gladstone’s updates the premise without compromising what people loved about the original.” Although the waitstaff promises new items such as the macadamia rock shrimp appetizer will “change your life,” they will at least change minds about Gladstone’s questionable culinary issues of the past. Executive Chef Ben Sitton feels the new menu solidified around Easter weekend (March) reflects the increasingly sophisticated palate of California diners while staying true to Gladstone’s seafood DNA. “With Gladstone’s long-standing status as a Southern California mainstay, we’ve re-introduced some classics with the intention of inviting the local clientele back to experience a fresh California cuisine variation on favorites,” says Sitton. “We have replaced many of our deep fried items with more composed items as well as seasonal
80 | CSQMag.com
California cuisine accompani Gladstone’s of Malibu ments. While we’ve got the 17300 Pacific Coast Hwy tourism business, changes in Pacific Palisades, CA 90272 the food are meant to invite 310/454.3474 the locals back in a big way.” www.gladstones.com Under SBE Restaurant CSQ Contact Group, Executive Chef Tony Scherr 310/454.3474 Daniel Elmaleh (who has overseen numerous menu HOURS makeovers including all four Mon-Thu, Sun 8am-10pm SBE owned Katsuya loca- Fri-Sat 8am-11pm tions), Gladstone’s staples have received improvements such as use of craft-beer batter and seasonal vegetables. New dishes with the SBE fusion flair include baked salmon “Cartoccio,” spiced crusted tuna with creamy polenta, goat cheese and French green beans and ceviche. Also new to the formula is the SBE tradition of playing host to “see-and-be-seen” parties, thanks to the addition of two beach house chic rooms (“Sunset” and “Movie”) and bragging rights to one of the summer’s best World Cup Soccer viewing parties. Even with all that has been done for Gladstone’s in the name of progress, it is reassuring to know some beloved traditions are maintained, including the mile-high chocolate cake and veteran employees like Pedro, who still lovingly craft a fine menagerie of tin-foil animals to house leftovers, to the delight of children. Speaking of which, it is also perhaps the first SBE locale to be kid friendly, even though the Dragonberry Mojito connects to SBE’s rep as one of L.A.’s great sources for artisanal cocktails. Though there will always be a difference of opinion with what dishes will “change one’s life,” Gladstone’s can move full steam ahead, knowing it will add a bit of fun to a lot of people’s lives.
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CSUITEQUARTERLY / dining
Business Lunch
By Tiffany Weatherman It is said that breakfast is the most important meal of the day, however, with so many men and women these days using lunch hour as their ‘power hour’ to make and close their most significant business deals, we beg to differ. How you spend your lunch hour says a lot about your priorities and the locale in which you choose to spend this vital part of your afternoon defines your persona to those with whom you are ‘power lunching’.
Tuscany Il Ristorante 968 S. Westlake Blvd. Suite 4 Westlake Village, CA 91361 CSQ Contact: Dominique 805/495.2768 www.tuscany-restaurant.com Lunch Mon-Fri 11:30am–2:30 pm Dinner Mon-Thu 5pm–10pm Fri-Sat 5pm–10:30pm Sun 5pm–10pm
Tucked away in the tranquil westlake village and surrounded by centennial oak trees sits the top-rated Italian restaurant in west valley. Offering three private rooms and outside patio seating, tuscany il ristorante provides a warm and comforting atmosphere perfect for an afternoon business meeting. Enjoy a menu full of authentic italian fare with options such as roasted pumpkin ravioli with a toasted hazelnut cream sauce or vermicelli with strips of filet mignon and pancetta. Compliment your meal selection with one of tuscany il ristorante’s wines selected from an extensive award winning wine menu featuring old world and new world top labels.
Tiato Market Garden Café
The Roof Garden at The Peninsula, Beverly Hills
2700 Colorado Ave.
9882 South Santa Monica Boulevard
Santa Monica, CA 90404
Beverly Hills, CA 90212
CSQ Contact: Karen Houk 323/460.2645
CSQ Contact: Imelda Porter 310/975.2855
www.tiato.com
www.peninsula.com
Breakfast Mon–Fri 8am–10:30am
Daily 7am–9pm
Lunch Mon–Fri 11am–3pm Dinner Thu–Fri 4pm–8pm Brunch sat–sun 10am–3pm
After opening on June 28, Tiato Market Garden Café has done nothing but wow its diners. Stemming from a chain of upscale Vietnamese restaurants, this casual, indoor-outdoor café and market sets the stage for the perfect business lunch. A Pan-Asian menu featuring dishes such as curried kobacha squash bisque and a wild snapper ceviche salad is complimented by a wine bar available in the main dining room. Tiato also offers a salad bar containing fresh market produce & house made dressings.
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After recently undergoing a $4 million renovation, The Roof Garden situated atop the Peninsula at Beverly Hills awaits the business men’s and women’s power hour lunch. This chic poolside patio garden presents a relaxed ambiance while providing a menu designed for the health conscious diner. Choose from an array of dishes made from local organic produce such as the Basil Crusted Alaskan Halibut Fillet with Bamboo Risotto, Fennel, Apricots, and Cherry Compote. Compliment your meal by sipping on fresh juices fortified with the latest health technology supplements, including protein powders and herbal boosts.
CSUITEQUARTERLY / dining
Happy Hour
The term “happy hour” may have been created by the U.S. Navy to describe a designated period of time for entertainment and refreshment. However, happy hour has long since become a common catchphrase. Men and women around the globe know it as a time to unwind after a hard day’s work. The key to mastering this experience is finding just the right location to fit your fancy.
The Penthouse at The Huntley Hotel 1111 Second Street Santa Monica, CA 90403 CSQ Contact: Stephanie Williamson 310/393.8080 www.thehuntleyhotel.com Mon-Fri 4pm-7pm
Situated 18 stories above the California shore and offering stunning 360 degree views through a sweeping wall of windows, Santa Monica’s Huntley Hotel houses The Penthouse, a breathtaking restaurant and ultra lounge. Offering beer for $5, wine for $8, and appetizers for $7 during happy hours, The Penthouse provides the ideal locale for one to relax.
J Restaurant & Lounge Brent’s Deli
1119 South Olive Street
2799 Townsgate Road
Los Angeles, CA 90015
Westlake Village, CA 91361
CSQ Contact: Malinda Riesberg 213/746.7746
CSQ Contact: Kim Knibbs 805/557.882
www.jloungela.com
www.brentsdeli.com
Mon & Tue 5pm-7pm Wed-Fri 4pm-7pm Sun 3pm-8pm
Mon-Fri 4pm-6:30pm
Located in a cozy corner of Westlake Village, Brent’s Deli welcomes boisterous crowds diving into New York-style deli food. Providing an atmosphere of standard-issue delicatessen, Brent’s Deli sets the stage as the perfect location to relax and imbibe as your work day comes to a close. Arrive during happy hour and enjoy a free appetizer with the purchase of any draft beer.
This sprawling 25,000 square foot venue offers an upscale casual restaurant, an enticing lounge, a sprawling patio decorated with fire pits and cabanas, breathtaking views of the Los Angeles skyline, and to top it off, a section designated for cigar smoking. Needless to say, J Restaurant & Lounge has mastered the art of combining elegance and relaxation. Offering half off their signature drinks during happy hour, J Restaurant & Lounge is the perfect destination to unwind.
CSQMag.com | 83
CSUITEQUARTERLY / events
The Wellness Community Valley/Ventura’s 19th Anniversary Celebration of Life Gala Four Seasons Hotel Westlake Village, CA Celebration of Excellence Award: Bernard S. Lewinsky, MD, FACR Celebration of Hope Award: Helen Gateka-Anderson Celebration of Philanthropy Award: John L. Notter, Sr. Celebration of Life Award: Lyn Woodley Master of Ceremonies: Terry Paulson, PhD Lead Sponsors: Wells Fargo Foundation, Amgen, Baxter BioScience, Dole Food Company, Four Seasons Hotel Westlake Village, Los Robles Hospital & Medical Center, Verizon Photos By: Hector Perez Contact: 805/379.4777 or www.twcvv.org
CSQ’s Summer Celebration Thousand Oaks Civic Arts Plaza, Licata Lounge Thousand Oaks, CA Guest of Honor: Gold Medalist Bryan Clay Lead Sponsors: Alliance for the Arts, Monrose Catering Co, Old Oaks Cigars, A-Packaged Parties, ELTS, UBS - Moneta Group Photos By: Chris Brereton, picturehealing.com Contact: Tiffany Weatherman, tiffany@csqmag.com
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CSUITEQUARTERLY / events
Titan Club Launch Event Four Seasons Hotel Westlake Village, CA Hosted By: Rob Hagelberg, Becky Leehey, Ryan Addis & David Wurth Lead Sponsors: California Health & Longevity Institute, CSQ Magazine, Four Seasons Photos By: Tiffany Weatherman Contact: Becky Leehey, becky.leehey@fourseasons.com
Financial Times Business of Luxury Summit Beverly Hills Hotel Beverly Hills, CA Keynote Speakers: Robert A. Iger, President and CEO, The Walt Disney Company Leonard A. Lauder, Chairman Emeritus, The EstĂŠe Lauder Companies Inc. Nicolas Bos, President & CEO, Van Cleef & Arpels Inc. Bryan Lourd, Managing Partner, Creative Artists Agency (CAA) Jean-Christophe BĂŠdos, President & CEO, Boucheron Tamara Mellon, President & Chief Creative Officer, Jimmy Choo Sebastian Suhl, COO, Prada Group Diane von Furstenberg, CEO & Founder, DVF Studio Lead Sponsors: Michel Dyens, Mastercard, Jaguar, lebua hotels and resorts Photos By: Mark Sullivan/WireImage.com
86 | CSQMag.com
ULTIMATE FANTASY SPORTS CAMP CANYON CREEK SPORTS CAMP LAKE HUGHES, CA Lead Sponsors: Mercedes Benz of Valencia and Sage Auto Group Contact: Mark Weinstock 310/422.1770
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CSUITEQUARTERLY / events
Governor Arnold Schwarzenegger Signs Bill 944 and AB 1911 The Ronald Reagan Presidential Library Simi Valley, CA Guests of Honor: Arnold Schwarzenegger, Mrs. Nancy Reagan, Senator George Runner, Assembly Republican Leader Martin Garrick, Theodore F. Craver, CEO of Edison International Awards/Gifts: Theodore F. Craver, CEO of Edison International, donates 1.5 million to the Reagan Centennial Celebration Photos By: Chris Brereton, picturehealing.com
Ernst & Young 2010 Entrepreneur Of The Year® Awards for the Greater Los Angeles Area The Beverly Hilton Beverly Hills, CA Guests of Honor: Earvin “Magic” Johnson, Chairman and CEO, The Magic Johnson Foundation (received EOY Award for Entrepreneurial Excellence) Christine Devine, from Fox 11 News (the Master of Ceremonies) AEG CEO Tim Leiweke, Los Angeles Area and National EOY winner (presented Mr. Johnson will his award) Awards/Honorees: Adam Bernhard, CEO, HauteLook; Alfred Kuehlewind, CEO, Commodity Forwarders Inc.; Earvin “Magic” Johnson, Chairman and CEO, Magic Johnson Enterprises; Greg Waldorf, CEO, eHarmony, Inc.; Michael Fiore, Chairman, CEO & CoFounder, Vantage Oncology, Inc.; Michael Towbes, Chairman of the Board, Montecito Bank & Trust and The Towbes Group, Inc.; Robert Friedman, Co-Chairman & CEO, Summit Entertainment, LLC Lead Sponsors of the Event: SAP and Kauffman, Marsh, Scherzer International, and Union Bank Photos By: Ralph Cangialosi Contact: Sandra Feldner Vandergriff, Ernst & Young LLP, 213/977.3253 sandra.feldnervandergriff@ey.com
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17th Annual Casa Pacifica Angels Wine & Food Festival csu Channel Islands Camarillo, CA Hosted By: The Zarley and Van Huisen Families Photos By: Christopher Brereton picturehealing.com Contact: Carrie L. Hughes, Festival Director chughes@casapacifica.org, 805/445.7831
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CSUITEQUARTERLY / events
USA vs. England World Cup Soccer Match Private Residence, British Consul-General Hancock Park, CA Honorable Host: British Consul-General Dame Barbara Hay Co-Hosts: British Consulate-General Los Angeles, UK Trade & Investment Key Sponsors: Blick Rothenberg, ViewSonic, Umbro Contact: ukwestcoast@gmail.com
2010 Brent’s Deli Golf Classic Benefiting the Boys & Girls Clubs North Ranch Country Club Westlake Village, CA Host & Lead Sponsor: Brents Deli Major Gift Sponsor: California United Bank Contacts: Kim Knibbs kim@brentsdeli.com, Wendy Brenner wbrenner@bgcconejo.org
90 | CSQMag.com
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CSUITEQUARTERLY / resources
Business Directory
C - S U I T E QUARTERLY
Accounting / Bookkeeping Gish Seiden, LLP 21700 Oxnard St, Ste 850 Woodland Hills, CA 91367 Andy Levinson 818.854.6100 alevinson@gishseiden.com gishseiden.com Hughes Accounting Services Tim Hughes 323.378.5924 info@hughesgs.com hughesgs.com Smith & Wooton, LLP 4195 E. Thousand Oaks Blvd, Ste 110 Westlake Village, CA 91362 Andrew Smith, CPA 805.585.3796 asmith@smithandwooton.com Tad Wooton, CPA 805.585.3797 twooton@ smithandwooton,com www.smithandwooton.com
Consulting Wurthco Brand Strategy, Partner Marketing & Investments 818.287.7400 wurthco.com
Counseling Counseling Resource Center Stress Management 5923 Kanan Rd Agoura, CA 91301 Carol Polevoi, LMFT, CBT 818.889.3905 counselingresourcecenter.com
Country Club / Golf Sherwood Lake Club 805.373.5992 sherwoodcc.com
Education Pepperdine University, Graziadio School of Business Presidential & Key Executive MBA Irvine, West Los Angeles, Malibu 800.766.5062 bschool.pepperdine.edu/pke
Event Planning A-Packaged Parties 6635 Independence Avenue Canoga Park, CA 91303 818.710.1222 www.a-packagedparties.com
Financial Planning ETF Portfolio Management, LLC 350 Via Las Brisas, Ste 270 Newbury Park, CA 91320 David Kreinces 805.480.9785 eftpm.com Glick Financial Solutions 888.912.5194 Manchester Financial 2815 Townsgate Rd, Ste 100 Westlake Village, CA 91361 Alan Hopkins 805.495.4405 alan@mfinvest.com mfinvest.com
UBS - Moneta Group 31111 Agoura Road Westlake Village, CA 91361 Joseph Teurlings, UBS Advisor 818.874.2747 Steven Carmandalian, UBS Advisor 818.874.2746 ubs.com/team/moneta
Gifts Arlana’s Gourment Cookies 800.933.9954 agcookies.com The Ultimate Rose Overnight delivery within US 800.986.2918 theultimaterose.com
Hotel / Meeting Room The Mondrian 8440 Sunset Blvd. West Hollywood, CA 90069 323.848.6000 mondrianhotel.com Peninsula Beverly Hills 9882 S Santa Monica Blvd Beverly Hills, CA 90212 310.551.2888 peninsula.com Westlake Village Inn 31943 Agoura Rd Westlake Village, CA 91361 818.889.0230 westlakevillageinn.com
Insurance Services Unlimited Life Insurance Solutions, LLC 16255 Ventura Blvd. Suite 320 Encino, CA 91436 888.808.8547 ext. 61 ulis.com
IT / Tech Support ServiCorps Systems, Inc. 28230 West Agoura Rd. Suite 120 Agoura Hills, CA 91301 800.608.4693 info@servicorps.net servicorps.net
Jewelery Giantto 628 1/2 South Hill Street Los Angeles, CA 90014 213.623.3636 giantto.com Tycoon Diamonds 6600 Topanga Blvd Canoga Park, CA 91303 Toros Kejijian 818.348.0028 tycoontopanga.com
Legal SoCal IP Law Group, LLP Intellectual Property 310 N Westlake Blvd, Ste 120 Westlake Village, CA 91362 Stephen Sereboff 805.230.1350 ssereboff@socalip.com socalip.com ZabnerLaw Estate Planning, Trust Services 165 E Thousand Oaks Blvd, Ste 301 Westlake Village,CA 91361 Jeff Zabner 805.374.2777 jzabner@zabnerlaw.com zabnerlaw.com
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14 92 | CSQMag.com
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The Motivational Minute®
By Michael J. Herman
John Wooden Remembering a Great
S
ome men are judged by their words, some by their actions, and others by their results and what they leave behind. Iconic basketball legend and Coach John Wooden was more than a man, he was an institution. Synonymous with UCLA, by the early 1960’s Wooden’s Pyramid of Success for the first time clearly outlined a definitive approach to success in life. Wooden wasn’t famous because he coached UCLA’s famed men’s basketball team to ten NCAA championships in 12 years (including seven in a row), and not because he trained and coached thousands of athletes to their personal bests over his career, but because he was the singularly quintessential champion of champions. It can be argued his uncanny ability to motivate and inspire greatness is unmatched in modern times. He was born a Midwestern boy and retained his homegrown values of kindness and humility his entire life. His personal culture demanded he change the world by setting the example of “how” while setting the bar high enough for all to reach for, resulting in the few greats to emerge as true stars. Something about John Wooden only the few who knew him realized (and something that I had the privilege of understanding early in knowing him) was that basketball was not his game. It was how he played his game. His “thing” was the gentle art of creating and training excellence in champions. I once asked John, “How do you nurture giants? For example, you made Kareem Abdul-Jabbar what he is? He’s so much bigger than you, and his talent is so outstanding? What was your secret?” “He has the same problems you and I have,” answered Wooden. “Of course then, his name was Lew Alcindor.” Wooden
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added: “He gets dressed just like you and me, and he puts one shoe on at a time. He is a very shy man. He can’t buy clothes off the rack. He has to have all his clothes custom made. He has to find his way to be great just like you have to find your own. I do it by learning someones communication style. Everyone relates differently. I just have to find the right way to relate.” How Wooden gently nurtured greatness is where his mastery truly lay. He knew instinctively how to relate to different people in different ways. Wooden’s prowess was steeped in his ability to find and cultivate greatness in almost anyone. He truly believed that within all of us was a champion trying to get out. It wasn’t enough for Wooden to just coach someone to put a basketball through a hoop. For Wooden, the responsibility was huge in shaping the lives of men and women who would then go out into the world. Unlike most coaches of today, Wooden had a way of finding the true contender in almost anyone and drawing out that hungry spirit. Soft spoken and modest of stature, Wooden towered over other motivators and leaders in his ability to elicit outstanding, heroic, and even super human results from otherwise mediocre performers. “It’s not what you can do that will make a difference in the game or in your life, Mike,” urged Coach Wooden in 1982 as I sat beside him at breakfast while attending his summer basketball clinic in Thousand Oaks, California. “It’s what you think you can do, what you believe is possible, and what you accept from yourself in the relentless pursuit of those results.” He looked me in the eye and stated: “You can do anything, Mike. You’re not your problems, and you’re not your excuses. You’re your solutions.” At
“There has never been another coach like Wooden, quiet as an April snow and square as a game of checkers; loyal to one woman, one school, one way; walking around campus in his sensible shoes and Jimmy Stewart morals.” —Rick Reilly, CNN Sports Illustrated (March 14, 2000) John Robert Wooden Nickname: Wizard of Westwood October 14, 1910 - June 4, 2010 Member Basketball Hall of Fame As a player - inducted 1961 As a coach - inducted 1973 Head coach UCLA 1948-1975 10 NCAA national championships in 12 years 1964, 1965, 1967, 1968, 1969, 1970, 1971, 1972, 1973 & 1975 NCAA Basketball Coach of the Year 1964, 1967, 1969, 1970, 1971, 1972 & 1973 1967 Henry Iba Award 1972 Sports Illustrated Magazine’s “Sportsman of the Year” Award
“The consummate teacher, he taught us that the best you are capable of is victory enough.” —Kareem Abdul-Jabbar ‘69, “Kareem” (1990)
Photo by Eric Kim / erickimphotography.com
first I wasn’t sure I believed him. Then he finished his pep talk. “You only have to believe you can do it and you have to be willing to do what it takes to achieve it.” He smiled and shook my shoulder, as though to say, “You’ll get there.” Then I believed him. In that advice I have found a lifetime of guidance as decades later this symbol of mastery echoes through my life. Who was I that Wooden would care how I performed? I was someone out there on the court of life trying to win. That’s all Coach Wooden required to see you as a winner. Wooden cared, and through TOP Remnants of a memorial to John Wooden left Wooden with a young Kareem Abdul-Jabbar
his approachability and compassion, he exemplified that all things are possible. Even in his nineties, when most elderly people settle down and reflect, Wooden continued to push forward, speaking, publishing, and traveling as he crafted new pathways, manifested new projects, and even conducting interviews almost to the end. In 1992 I sat down with the Coach at Jerry’s Famous Deli in Encino and talked for two hours about attitude, success, failure, discipline, and the nature of competition. Wooden was a big believer in “Practice-practice-practice. Practice doesn’t make perfect, perfect practice makes perfect.” He spun off idioms like they were spider webs or silk from a spinning wheel. To him they were platitudes,
but to those of us listening and to those learning, they were nothing less than proselytization. When I asked him about excuses and why so many people fail, Coach thought hard and stated he saw no barriers. He accepted no excuses, and when one was offered, he’d scoff at it and demand better. Not for him, but for the player. “Obstacles are only in your mind. I’ve seen players with no arms throw baseballs and players with no legs play great basketball. If they can do that, what’s your excuse? An excuse is just a reason for not trying. If you remove excuses from your way, nothing can stop you. The body can achieve far more than the mind thinks it can and the mind can do far more than you would ever dream.”
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The Motivational Minute®
Al Michaels speaking at John Wooden’s Memorial Service
“By the same token, the mind can achieve any feat it desires if it wants it badly enough. The simple answer is people quit because quitting is easy. And they quit too damn easily.” Ultimately, what sets Wooden above all other coaches, leaders, motivators, and statesmen was his innate ability to relate to others on any and all levels and make them feel as though they were the most important person in the room. Additionally, he was extraordinary in finding ways to “ignite the flame” and tease it to catch fire. I’ve never met a man like him. If men are measured by what they leave behind, then there is surely not enough tape to measure Coach John Wooden. One of the last things Coach Wooden said to me in a phone conversation in 2008 was, “I will stop at nothing to make you a champion, as long as you will stop at nothing to be one.” I believed him then and I believe him now.
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“Make every day your masterpiece.” John Wooden was well known for many of his motivational quotes.
“Be more concerned with your character than your reputation, because your character is what you really are, while your reputation is merely what others think you are.”
“It’s the little details that are vital. Little things make big things happen.”
“Don’t let what you cannot do interfere with what you can do.”
“Sports do not build character. They reveal it.”
“Talent is God given. Be humble. Fame is man-given. Be grateful. Conceit is self-given. Be careful.” “If you don’t have time to do it right, when will you have time to do it over?”
“Never mistake activity for achievement.”
“The main ingredient of stardom is the rest of the team.” “Do not let what you cannot do interfere with what you can do.” “You can’t live a perfect day without doing something for someone who will never be able to repay you.”
Michael J. Herman is a nationally syndicated columnist, speaker, and Best Selling Author. His company The Motivational Minute Publishing Company in Burbank, CA is a leading producer of peak performance seminars and business coaching. www.michaeljherman.com
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THE GATHERING PLACE IN AGOURA HILLS FOR AN EVENING WITH FRIENDS OR YOUR NEXT CORPORATE EVENT.
16 Beers On Tap & Full Bar
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Open 11:30-2am Daily 30315 Canwood Street - Agoura Hills, CA 818-991-2170 www.pikeyspub.com LOCATION The Reyes Adobe Shopping Center, off the 101 freeway & Reyes Adobe Exit
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