1. Anthony Mathews Beyster Institute Rady School of Management UCSD NALCAB Conference Annie E. Casey Foundation Workgroups Wealth Creation Through Shared Ownership September 24, 2009

2. The Beyster Institute As a self-sustaining part of the Rady School of Management at UC San Diego, the Beyster Institute seeks to: advance and advocate employee ownership and entrepreneurship achieve broader distribution of capital ownership to include segments of the population in which it would not normally appear. promote building high performing businesses with inclusive ownership structures.

3. Our Work Pro Bono and Fee for Service Consulting Services, Monthly Webinars, Seminars Education on Employee Ownership for Advisor s and Entrepreneurs Employee Ownership Management Programs, Conferences MBA Courses in Employee Ownership, Academic Case Studies, Teaching Materials Conference on the Stimulus, Work Group on Wealth Creation

4. The AECF Work Groups Funding from Annie E. Casey Foundation In Place through 2009. Groups Include members representing: –personal asset builders, credit unions, real estate trusts, worker cooperatives, ESOP advisors, community organizers, community development non-profits, and others. The task is to work through differences and approaches and coordinate efforts related to wealth creation through shared ownership of business and real estate.

5. The Products Shared ownership of businesses: –Statement of common purpose, –Research opportunities to link shared ownership to individual wealth creation, –Pilot Projects. Shared ownership of real estate: –Raise awareness of the asset-building potential of shared equity home ownership, –Encourage policies that promote shared equity home ownership, –Explore other vehicles creating similar results.

6. Research Aspirations Document the relationship between shared ownership and individual wealth building. Explore the link between shared ownership of all types and stability in communities and families. Connect shared ownership to outcomes that will give it priority in public policy.