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Widow likely biggest beneficiary of Simon’s estate

September 24, 2009

Bren Simon likely will inherit at least one-third of her billionaire husband’s fortune and potentially much more,
wealth managers speculate, based on the legal and tax issues involved in such a large estate.

Indiana University reaches $1 billion in campaign

October 14, 2009

Indiana University officials say the school has passed the $1 billion mark in a fund-raising campaign and is looking to raise
$100 million more.

Market surge doesn’t lift Lilly Endowment

March 4, 2010

Lilly Endowment’s resistance to diversify its holdings reached a new height last year, as it failed to sell a single share
of the underperforming Eli Lilly and Co. stock while the broader market surged.

Lilly Endowment’s assets drop more than foundation peers

March 24, 2010

Once the nation’s wealthiest foundation, Indianapolis-based Lilly Endowment now ranks ninth among its grant-making
peers. The endowment’s value fell 15 percent last year, to an estimated $4.8 billion.

WEIGAND: Let’s rethink fixes for urban poverty

March 25, 2010

The message to neighborhoods couldn’t be clearer: It’s absolutely essential to attract and retain middle-class
homeowners with the resources to invest in—and maintain—their own homes, as well as support surrounding businesses.

SKARBECK: Diversifying not sure fix for Lilly Endowment woes

April 29, 2010

Lilly Endowment has been a substantial Lilly stockholder for 73 years, so to focus on the past decade is a mistake.

Education trend targets training for principals

April 29, 2010

Three Hoosier universities—Notre Dame, Marian and Indiana—are moving to launch programs that seek to apply MBA-style training to the unique demands of schools.

MARCUS: Knowledge economy is not new

May 20, 2010

Few matters in life are clear and definitive. Sadly, we grow up learning that all can
or should be reduced (or elevated) to mathematical modeling. We have no courses or TV channels specializing in ambiguity,
no college major in uncertainty.

LEADING QUESTIONS: Education guru’s back-to-school advice

August 4, 2010

College costs continue to soar, putting more pressure on students. Jamie Merisotis, CEO of the Lumina Foundation, offers advice on how to keep them enrolled and engaged in school.

Health overhaul’s $264M question weighs down WellPoint

September 22, 2010

The failure by state regulators to decide how much insurers must spend on patient care is scaring investors from health-plan stocks and complicating insurance company decisions.

Glicks changing charitable approach

October 14, 2010

After pledging $62 million for a series of high-profile capital projects in and around Indianapolis, Eugene and Marilyn Glick’s charitable foundations are changing directions, making programs and services their top priority.

SKARBECK: If consultants take over, ownership is relinquished

February 3, 2011

Unfortunately, there are numerous examples of mishap when the investment decision-making process is farmed out.

Who’s Who in Banking and Finance – 2011

March 31, 2011

In this installment of IBJ's Who's Who series, meet key members of the city’s banking and finance sector. They include bankers, fund managers, venture capitalists, lawyers, financial planners and others who influence the movement and availability of money in the local economy.

HEIN: In praise of mighty not-for-profit groups

April 6, 2011

Not-for-profit employees, and the volunteers who join their mission, are the tip of Indiana’s public service arrow.

Simon academies shopping for higher profile

April 28, 2011

The Simon Youth Foundation is looking to become a leading national advocate of alternative education. With a new president, J. Michael Durnil, the foundation hopes to raise more money, find more partners in the business community, and help the public better understand its mission.

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