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Guide to the Duke Management Company records, 1980-1993

Abstract

In 1989, Duke University's Board of Trustees approved the formation of Duke Management Company (DUMAC) as a separate, non-profit support corporation of Duke University. DUMAC recommends investment policy and strategy, seeks and analyzes specific opportunities, and manages ongoing operations and activities. DUMAC operates under a cascading delegation of authority from the Board of Trustees and the DUMAC Board of Directors.

Records include materials pertaining to Chief Executive Officer Eugene McDonald's office, including minutes, memoranda outlining proposed agendas, reports on past meetings, draft resolutions, studies, correspondence; staff meetings and memoranda; and long-range planning initiatives. Other major subjects in the collection include investment, athletics, information technology/computing reorganization, land resources, internal audits, policies, budget forecasts, and compensation. A significant part of the collection (found in boxes 3 and 4) includes materials related to discussion in the late 1980s about possible commercial use for part of Duke Forest.

Descriptive Summary

Repository
University Archives, Duke University
Creator
Duke Management Company (DUMAC)
Title
Duke Management Company records, 1980-1993
Language of Material
English
Extent
19.5 linear feet, 19,000 items
Location
For current information on the location of these materials, please consult the Library's online catalog.

Collection Overview

Records include materials pertaining to the Chief Executive Officer's office, including minutes, memoranda outlining proposed agendas, reports on past meetings, draft resolutions, studies, correspondence; staff meetings and memoranda (in Box 1, several folders containing Executive Officers Committee material are labeled "EOC"); and long-range planning initiatives. Other major subjects in the collection include investment, athletics, information technology/computing reorganization, land resources, internal audits, policies, budget forecasts, and compensation. A significant part of the collection (found in boxes 3 and 4) includes materials related to discussion in the late 1980s about possible commercial use for part of Duke Forest. Items related to this discussion include land use plans from a variety of institutions; minutes and agenda of Land Resources Committee meetings; letters for and against development of Duke Forest land; report and recommendations of the Land Resources Committee; minutes of the Urban Land Institute presentation to the CEO's of Duke; literature from development companies; and preliminary and final reports and recommendations of the Land Resources Committee. Beginning with Box 4, items are alphabetized; therefore, information related to DUMAC's investment responsibilities are located throughout the subsequent six boxes. Box 11 begins a new accession group-these items are also alphabetized, but are discontinuous with the previous 10 boxes.

Administrative Information

A majority of collections are stored off site and must be requested at least 48 business hours in advance for retrieval. Contact Rubenstein Library staff before visiting. Read More »

warning Access Restrictions

Researchers must register and agree to copyright and privacy laws before using this collection.

For a period of twenty-five years from the origin of the material, permission in writing from the office of origin and the University Archivist is required for use. After twenty-five years, records that have been processed may be consulted with the permission of the University Archivist.

Records, such as search committee files or others pertaining to employment where individuals are identified, are closed for 70 years.

warning Use Restrictions

Copyright for Official University records is held by Duke University; all other copyright is retained by the authors of items in these papers, or their descendants, as stipulated by United States copyright law.

Contents of the Collection

European Special Situations Fund: Report
Box 1
Duke Medical Center Department of Psychiatry Investigative Review, 1990 June
Box 1
EOC Staff Meeting Agendas 1985-1987, 1 of 2
Box 1
EOC Staff Meeting Agendas 1985-1987, 2 of 2
Box 1
EOC Memoranda 1985-1987, 1 of 2
Box 1
EOC Memoranda 1985-1987, 2 of 2
Box 1
Long-Range Planning Initiatives 1989, 1 of 2
Box 1
Long-Range Planning Initiatives 1989, 2 of 2
Box 1
CEO Minutes: 1990 June, May, and April
Box 1
CEO Minutes: 1990 March
Box 1
CEO Minutes: 1990 February
Box 1
CEO Minutes: 1990 February
Box 1
CEO Minutes: 1990 January
Box 1
CEO Minutes: 1989 November-December
Box 1
CEO Minutes: 1989 October
Box 1
CEO Minutes: 1989 August-September
Box 1
CEO Minutes: 1989 June-July
Box 1
CEO Minutes: 1989 April-May
Box 1
Staff Meeting Minutes: 1989 January-April
Box 1
Staff Meeting Minutes: 1989 May-December
Box 1
Staff Meeting Minutes: 1988 January-April
Box 1
Staff Meeting Minutes: 1988 May-August
Box 1
Staff Meeting Minutes: 1988 September-December
Box 1
Executive Officers' Retreat, 1985 (1 of 2)
Box 2
Executive Officers' Retreat, 1985 (2 of 2)
Box 2
CEO Minutes, 1988 October 26-November 14
Box 2
CEO Minutes, 1988 September 29-October 24
Box 2
CEO Minutes, 1988 September 2-September 27
Box 2
CEO Minutes, 1988 July and August
Box 2
CEO Minutes, 1988 June
Box 2
CEO Minutes, 1988 May
Box 2
CEO Minutes, 1988 March-April
Box 2
CEO Minutes, 1988 January-February
Box 2
Bankers Trust: SRI Proposal (Bound)
Box 2
Alex Brown and Sons: Senior Underwriting Proposals (Bound)
Box 2
Higher Education Liability Mutual (HELM) Insurance Company: Project Report (Bound)
Box 2
Peat Marwick: Final Report on Acquiring a Telecommunications System, 1985 December (Bound)
Box 2
Quasi and Permanent Endowments, 1990 March 17 (Bound)
Box 2
Telecommunications and Local Area Network (LAN) Task Force Report, 1985 (Bound)
Box 2
University of Virginia: ULI Information Kit (1 of 2)
Box 3
University of Virginia: ULI Information Kit (1 of 2)
Box 3
Letters with No Return Address
Box 3
Duke Forest Development: Letters (1 of 4)
Box 3
Duke Forest Development: Letters (2 of 4)
Box 3
Duke Forest Development: Letters (3 of 4)
Box 3
Duke Forest Development: Letters (4 of 4)
Box 3
Land Resources Committee Meeting: 1988 June 9
Box 3
Land Resources Committee Meeting: 1988 May 5
Box 3
Land Resources Committee Meeting: 1988 April 8
Box 3
Preliminary Meeting with Wallace, Roberts and Todd: 1988 March 30
Box 3
Land Resources Committee Meeting: 1988 February 25
Box 3
Tour of Duke Forest: 1987 December 12
Box 3
Land Resources Committee Meeting: 1987 November 6
Box 3
Land Resources Committee: 1987 August 21
Box 3
Evaluation of Land Use and Development Strategies (Report), 1986
Box 3
A Guide to Physical Development, UNC-Chapel Hill (Report), 1987
Box 3
ULI Presentation to Duke CEO, 1986 November 14, 1986 (First Presentation)
Box 3
ULI Presentation to Duke CEO, 1986 November 14 (Second Presentation)
Box 3
ULI Presentation to Board of Trustees: peripheral papers
Box 3
ULI Task Force: Correspondence with Prospective Members, 1986
Box 3
Report and Recommendations of the Land Resources Committee, 1988 December 12
Box 3
Urban Land Institute Documents (1 of 2)
Box 3
Urban Land Institute Documents (2 of 2)
Box 3
Land Resources Committee, 1988 December 8
Box 3
Land Resources Committee, 1988 November 14
Box 3
Land Resources Committee, 1988 November 3
Box 3
Land Resources Committee, 1988 October 11
Box 3
Land Resources Committee, 1988 September 22
Box 3
Land Resources Committee, 1988 August 19
Box 3
Wallace Roberts and Todd, 1988
Box 3
Report and Recommendations of the Land Resources Committee, 1988 December
Box 3
Engineer's Report on New Parking Areas, Duke University
Box 3
Duke Forest Pamphlet (School of Forestry and Environmental Studies)
Box 3
Duke University Campus Planning Studies
Box 3
Academic Priorities for Duke Forest (Land Resources Academic Subcommittee)
Box 3
Academic Priorities for Duke Forest (draft and final reports)
Box 3
Duke Forest: WRT Working Paper, 1988
Box 4
Duke University: Briefing Booklet for ULI Study, 1986 November
Box 4
Duke Forest: Working Paper No. 2, 1988 November 3
Box 4
Duke Forest: Summary WRT Working Paper, 1988 August 19
Box 4
Decoma Venture
Box 4
Barker Interests Limited (Part of Decoma Venture)
Box 4
Community Concerns Subcommittee: Duke Forest Public Hearing
Box 4
Report and Recommendations of the Land Resources Committee, 1989 February
Box 4
Report of the Community Concerns Subcommittee of the Land Resources Committee, 1988 May
Box 4
Report of the Subcommittee on Non-Academic Uses to the Land Resources Committee, 1988 April 15
Box 4
Government Officials Meeting, 1988 March 9
Box 4
Duke Forest Meeting
Box 4
Hammer, Siler, George Associates
Box 4
LRC and Duke Board of Trustees: Introduction to the Duke Forest, 1987 December
Box 4
Growth Management: City, County, State
Box 4
Research Animal Farm, Stadium Drive
Box 4
Duke University's "Accidental" Acquisition of Assets (Draft)
Box 4
Management of the Duke Forest: School of Forestry and Environmental Studies at Duke
Box 4
ULI Pamphlets
Box 4
Value Potential of Non-Campus Lands
Box 4
Law School: Renovation and Addition Plan, 1988
Box 4
Duke University Endowment, 1980 December
Box 4
Sixth Annual Research Triangle Venture Capital Fair, 1989 May
Box 4
Proposal: Advanced Technology Laboratories (Draft), 1987 November
Box 4
Duke University Endowment: Reports, 1981 March, June
Box 4
Duke University Report to Standard and Poor's, 1987 September (1 of 2)
Box 4
Duke University Report to Standard and Poor's, 1987 September (2 of 2)
Box 4
Allen Bldg: Fuller/Dixon Office Space
Box 5
Ambler, Bruce
Box 5
American Industrial Partners
Box 5
Andover Realty
Box 5
NACUBO 1986 Annual Meeting/Seattle, 1986 July 13-16
Box 5
Arbitrage
Box 5
Arbitration Case: Siecor and Phoenix
Box 5
American Arbitration Association
Box 5
Architect (University)
Box 5
Art Museum (Duke)
Box 5
Athletics: Athletics Policy, 1982 December
Box 5
Athletics: ACC Expansion
Box 5
Athletics at Duke: Philosophy (Falcone Ltr inter alias)
Box 5
Athletic Tickets
Box 5
Ticket Discount
Box 5
ACC Ticket Reduction for Iron Dukes
Box 5
Football, 1990 Fall
Box 5
Bart Koehler: Appeal RE Athletic Scholarship, 1988
Box 5
Athletics: Jogging Trail, 1989
Box 5
DUAA: Ruby McLawhon
Box 5
Athletics: Miscellaneous Correspondence
Box 5
Concerned "Iron Dukes"
Box 5
Preprofessional Counsel Committee for Athletes
Box 5
Agents for Athletes Interviews, 1990
Box 5
Athletics: Agent Registration
Box 5
Athletics: Student Mail Openings/J. Potter
Box 5
DUAA Playbook
Box 5
DUAA Administration: Budget
Box 5
DUAA: Reserves and Cap Improvement Plans, 1987-1988, 1988-1989
Box 5
Athletic Council, Saturday, 1991 February 23
Box 5
Athletic Council, Alumni House, Saturday, 1990 December 8
Box 5
Athletic Council, Alumni House, Friday, 1990 September 21
Box 5
Athletic Council Committee
Box 5
Legislation Committee, Athletic Council
Box 5
Audits, Annual
Box 5
Avanti Investment Advisors
Box 5
Investments: Julius Baer
Box 5
BMR Financial Organization
Box 5
NC Bar Association Investment Committee, 1989 April 28
Box 5
NC Bar Investment Committee, 1989 February 3
Box 5
NC Bar Association Annual Meeting, 1987 June 18-21
Box 5
NC Bar Board of Governors, 1988 January 22
Box 5
NC Bar Investment Committee, 1988 January 29
Box 5
NC Bar Investment Committee, 1988 November 18
Box 5
NC Bar Investment Committee, 1988 April 29
Box 5
NC Bar Investment Committee (official letter of Eugene McDonalds' reappointment as Investment Committee Chair), 1989 May
Box 5
NC Bar Investment Committee: 1986-1987
Box 5
Chairman of Bar Investment, 1985-1986
Box 5
NC Bar Investment Committee: Miscellaneous
Box 5
NC Bar Phone Conference: 1989 November 10
Box 5
NC Bar Assoc, Board of Governors, 1989 October 5-7
Box 5
NC Bar Investment Committee Conference Call, 1990 November 2
Box 5
NC Bar Investment Committee, 1990 August 3
Box 5
NC Bar Investment Committee Call, 1990 May 3
Box 5
NC Bar Investment Committee Meeting, 1990 March 2
Box 5
Authorization to Sign: Lines of Approval, Authorizing Power, Etc.
Box 5
NC Bar Investment Committee Conference Call, 1991 November 4
Box 6
NC Bar Investment Committee, 1991 February 1
Box 6
Benefits Task Force
Box 6
Berg Capital Corporation
Box 6
Bhandari, Ranji
Box 6
Investments: Biocryst
Box 6
Biogen
Box 6
Black Affairs, President's Council on
Box 6
Colin Blaydon
Box 6
Blue Cross/Blue Shield
Box 6
Berko, Malcolm and Freeman, Corinne
Box 6
Brobeck, Phleger and Harrison
Box 6
Brodie Inaugural Address/Speeches
Box 6
Philosophy: Administration
Box 6
Earl Brian
Box 6
Jay Bryan
Box 6
Bryan Neurosciences Building
Box 6
Bryant Electric
Box 6
Buck Consultants
Box 6
Cancer Center: Collaboration with Florida Hospital
Box 6
Canaan Capital
Box 6
Capital Budgeting, 1990
Box 6
Capital Budgeting - B & F
Box 6
Capital Budgeting, 1989
Box 6
Funding for Cap Campaign
Box 6
Carolina Cable
Box 6
Investments: Chilmark-Zell (David Schulte)
Box 6
The Christie Report
Box 6
Investments: Clemente Capital
Box 6
Investments: C.L. Global Partners
Box 6
Consortium on Financing Higher Education (COFHE)
Box 6
Cohn, Brian, Inc.
Box 6
College Construction Loan Insurance Business
Box 6
Committee of Executive Officers - Correspondence
Box 6
Committee on Facilities and Environment
Box 6
Commonwealth Fund
Box 6
Compensation Committee (Child Care, Parenting Leave, etc.)
Box 6
Compensation Committee
Box 6
Compensation Committee, 1991 February 21
Box 6
Compensation Committee, Faculty
Box 6
Basic Sciences Salaries
Box 6
Investments: Constellation Companies (Chris Poindexter)
Box 6
Coopers & Lebrand Study for Johns Hopkins, 1988 August
Box 6
Coopers & Lebrand General Correspondence
Box 6
Cooper, Robertson and Partners
Box 6
Counsel's Office: District Attorney
Box 6
Counsel's Office: General Correspondence
Box 6
Credit Union
Box 6
Debt Financing
Box 6
Depreciation
Box 6
Development: Sharf, Gilbert
Box 6
Development Office: Gifts to Development Officers
Box 6
Deferred Maintenance: Chiller at Broad Street
Box 7
Deferred Maintenance
Box 7
DLTB Real Estate Managers
Box 7
Droege Computing Services, Inc.
Box 7
Duke Eye Center
Box 7
Investments: Electra Investment Trust, plc.
Box 7
Equitable Capital Management Corporation
Box 7
Dober Study (Facility Planning)
Box 7
Duke Childrens School
Box 7
Duke University: Facts and Statistics
Box 7
Early Learning Centre
Box 7
Executive Programs
Box 7
Fuqua Executive Programs
Box 7
Flexible Spending Accounts: General
Box 7
Flexible Spending Accounts: Duke Reimbursement Account
Box 7
Food Lion Proposal
Box 7
Franklin Capital Associates II
Box 7
Fuller, Jon W. (Consortium Advancement Higher Educ.)
Box 7
Robert Gallo, M.D./Organon Laboratory
Box 7
Garda, Robert A.
Box 7
Nathan T. Garrett
Box 7
David J. Greene and Company
Box 7
Field, Ted
Box 7
Forecast: Background, 1990-1991
Box 7
Forecast: Meeting with Neil Williams, 1989 November
Box 7
Center Forestry Research
Box 7
Duke Forest Advisory Committee
Box 7
Fortsmann-Leff
Box 7
Golf Card International (GCI) (Burr, Egan, Deleage)
Box 7
Greenspring Fund, Inc.
Box 7
Government Relations: State/Local
Box 7
Government Relations: Federal
Box 7
Government Relations: Local/Durham City Council Luncheon, 1990 January
Box 7
Government Relations Office
Box 7
Phillip A. Griffiths
Box 7
Investments: Grubb Properties Inc.
Box 7
Investments: Hambro European Ventures
Box 7
Hanseatic Group, Inc.
Box 7
Harvest Corporate Services
Box 7
Havely Reception
Box 7
Havely, Robert S./EDSOURCE
Box 7
Health Care Oversight Committee
Box 7
Health Insurance Programs: Task Force
Box 7
Henderson Administration Ltd.
Box 7
Henderson Investment Managers
Box 7
Highland Hospital
Box 7
High Point Regional Hospital: Meeting, 1991 November 21
Box 7
Hooker, Roger W. (Dow, Lohnes and Albertson)
Box 7
Horace Williams Airport
Box 7
Huffman, Ned E.
Box 7
Potential Investments: Oil and Gas (IL Energy Corporation)
Box 7
Infrastructure Material, 1987-1988
Box 7
Interco
Box 7
Internal Audit
Box 8
Jin Jianrong
Box 8
Johnson, M.B. and J.A.
Box 8
Johnson, Dr. Charles (Retirement Plan Information)
Box 8
Jones, K.C.
Box 8
Sallie Judd
Box 8
Kaludis Report, 1984 December
Box 8
Herbert E. Kann
Box 8
George Kaludis
Box 8
Kaspar, Richard J.
Box 8
Kassko, Inc. (Brian Cohn)
Box 8
Keck Foundation
Box 8
Kelly Endowment
Box 8
LaBoeuf, Lamb Law Firm
Box 8
Investments: Lacey Group
Box 8
Land, Dr. Kenneth C. (Chairman of Sociology)
Box 8
Law School: Addition
Box 8
Lazar, W.R. and Company (Minority-Owned Business)
Box 8
LE Select Investment Partners
Box 8
Lockamy, Dexter
Box 8
Father John LoSchiavo, S.J.
Box 8
Fostin Capital Fund Corp. (Jim Knowles and Tom Levine), 1990 August 2
Box 8
Steve Kasbeer and Dave Meagher, Loyola University, 1991 March
Box 8
Van Lurton
Box 8
Mackowski, J. Matthew
Box 8
Major Projects Ordinance
Box 8
Management Board
Box 8
Rogers, Casey & Barksdale, Description of Services
Box 8
Mayberry, Odell H.
Box 8
New Management: Philip McCarthy, Jim Weersing
Box 8
Paul MacCowatt Visit, 1985 October 18
Box 8
Morris McInnes
Box 8
MEDPAC re: DUMAC, 1990 May 7
Box 8
Medical Science Partners (Harvard)
Box 8
Minority Affairs Officer
Box 8
Dr. Eleanor SMith, Candidate VP Minority Affairs, 1990 March 28
Box 8
Leonard Beckum, Candidate VP Minority Affairs, 1990 April 20
Box 8
Minority Affairs: Correspondence, 1989-
Box 8
MLGA Fund I
Box 8
Mobil Oil
Box 8
Morgan Grenfell Capital
Box 8
Morse, Jerry: Talk-a-Walk
Box 8
Daniel P. Moynihan
Box 8
MPC & Associates: Sports/Recreational Facilities (Law School Addition)
Box 8
Housing/Faculty and Staff, MPC & Associates, Inc. (Myron P. Curzan)
Box 8
Golf WDI: Kabon Muto, Ed Ibarguen, Bucky Waters, 1991 April 27
Box 8
NCAA
Box 8
NCM Capital (Justin F. Beckett)
Box 8
Newby, Melany Stinson
Box 8
New Patriot Fund L.P./"21" International Holdings, Inc.
Box 8
Dinner Honoring Su Ha Newton, 1989 September 12
Box 8
Meese, Jr., C. James (Princeton Capital Management)
Box 8
O'Herron & Company
Box 8
Oppenheimer Institutional Horizon
Box 8
Overhead as Source of Funds
Box 8
Dinner with His Excellency Turgut Ozal, 1991 March 26
Box 8
Pacific Century Advisors, 1991 October 14
Box 8
James K. Parker
Box 8
Pasadena Growth Funds
Box 8
Pascal, Robert Anthony
Box 8
Alan Patricof Associates, Inc.
Box 8
PDC: Leased Employees
Box 8
PDC: Health Service Plan and Agreement with the PDC's
Box 8
Pejacsevich, Peter (Hoare Govett LTD, London)
Box 8
Performance Attribution
Box 9
Petrie Parkman and Company: Direct Investment Energy Seminar
Box 9
Petroleum Funding Corp. (T. Gilliam)
Box 9
Pew Foundation
Box 9
Pictet International
Box 9
Pizzagalli Construction
Box 9
Corporate Planning Office
Box 9
Planning Office: Charge
Box 9
Planning Candidates: John Graham
Box 9
Planning Office Charge Committee
Box 9
PMC Reserve Acquisition Company (Joel Fleishman)
Box 9
Poindexter, Chris
Box 9
Polar-BEK
Box 9
Public Policy Institute: Endowment
Box 9
Policy Sciences: New Building
Box 9
Policy Sciences and Public Affairs Institute
Box 9
Potomac Investment Associates
Box 9
Presidential Retreat, 1989 June 8
Box 9
Presidential Review Process
Box 9
Investments: Prince Ventures
Box 9
Investments: Provident Capital Management
Box 9
Investments: Proxy Voting
Box 9
Purolator (Investment)
Box 9
Rauch Dinner (Searle Center), 1990 June 20
Box 9
Rauch Award Dinner (Searle Center), 1988 February 12
Box 9
Rauch Award Dinner, 1986 December 1
Box 9
Rauch Award, 1986 February 7
Box 9
Mediplex Proposal/Crapo's Center
Box 9
Jeff Kurzweil Visit
Box 9
Duke Life Care Center
Box 9
Regis Fund, Inc.
Box 9
Medical Center Process Serving
Box 9
Risk Management: Corporate Negligence
Box 9
Risk Management Office
Box 9
Meador Luncheon, Old Trinity, 1988 May 3
Box 9
Investments: Rothschild Ventures
Box 9
Russell Robinson, 1989 March 6
Box 9
Ritchie & Associates
Box 9
Mr. Curtis A. Sampson
Box 9
Dodge NIT BB, Jim Sankovitz Visit, 1990 November 14
Box 9
Stephen Schwarz
Box 9
Annie Scott, Ph.D, Department of History
Box 9
Sea Level Hospital
Box 9
Sea Level Meeting, 1988 August 11
Box 9
Scurlock, Mary Christine ("Kiki")
Box 9
Shoup, Paul
Box 9
Dick Siemer
Box 9
Completed Staff Work
Box 9
University Information Systems
Box 9
Simmons, J.T., Lamar Life Insurance
Box 9
Sirgo Production Company
Box 9
Pat Skarulis
Box 9
Synertech Group, Inc.
Box 9
Space Requirements/Duke
Box 9
Spurrier, Stephen
Box 9
Stedman, W. David (Associates)--Rare Coin Investment
Box 9
Stedman, John B. (EJM)
Box 9
Alan Stern
Box 9
Stone, Tom: T.F. Stone Associates
Box 9
Stoughton, M. Vickery
Box 9
Matthew Lind, Robert Meceda, MK, MH, 1991 February 19
Box 10
Stratmor Group/Strategic Mortgage Finance Group Inc.
Box 10
Sunshine, Gene: Johns Hopkins University
Box 10
Sunwestern Investment Group
Box 10
John Supple, 1991 July 25
Box 10
Sussman, Arthur M. (EJM)
Box 10
Synertech Group, Inc.
Box 10
TDH III Limited (from Joel Fleishman)
Box 10
Teamer SR, Charles C. (VP Fiscal Affairs, Dillard Univ.)
Box 10
Stuart Torgovnick
Box 10
Alexandra Treadaway
Box 10
Treasurer's Office Reorganization, 1990
Box 10
Executive Vice President: Organization
Box 10
Treasurer's Office Reorganization, 1984-
Box 10
Treasurer's Office Studies--Offitt
Box 10
Treasurer's Office Studies--Cambridge
Box 10
Cambridge Associates Study: T. Clough
Box 10
Trott, John (EJM)
Box 10
United Asset Management Corporation
Box 10
University Science Partners: Venture Capital
Box 10
Venture Capital
Box 10
Venture Capital - In-house/Investment Committee Meeting, 1989 March 3
Box 10
Venture Capital: Tom Rhodes
Box 10
Venture Capital: Duke
Box 10
Baxter Meeting, 1989 August 16
Box 10
Venture Economics
Box 10
Steve Ritterbush, Venture Fund, Washington, 1992 June 25
Box 10
Professor Voronov, 1991 December 6
Box 10
Investment Vortech
Box 10
Wall, Edwin "Craig"
Box 10
Investments: Welch Allyn, Inc. (Richard W. Newman)
Box 10
Investments: K.L. Whitney Co.
Box 10
Willis Jr., William H.
Box 10
WM (World Markets) Company
Box 10
Investments: WSW Fund
Box 10
Duke Management Company: Review Committee Report, 1999 February
Box 10
Computing: General Correspondence
Box 11
Computing: Reorganization of Computing, 1985
Box 11
EJM Software
Box 11
Computer Telephone Switch Committee
Box 11
Allen Building Office Network
Box 11
Computing at Duke Committee: Interim Report, 1989 December
Box 11
Computers: Virus
Box 11
Computers: Computer Sales to Students
Box 11
Computing: Stead Letter (Governance of Information Systems), 1989 January 17
Box 11
CDC Consultants Meet with CEO, 1989 November 30
Box 11
Computing: Project Nexus
Box 11
Computing: Reorganization of Computing, 1989 ("Prior to creation of CDC")
Box 11
Computing at Duke Committee: General Correspondence
Box 11
Contemporary Computer Project
Box 11
CDC: Outside Consultant Report
Box 11
Computers: Provost's Task Force on Networking
Box 11
R. Townsend Davis, Jr.
Box 11
DUFS: Marriott
Box 11
DUFS Catering Office
Box 11
Duke University Food Services
Box 11
East Campus: Food Court
Box 11
East Campus: Electric Power
Box 11
Economic Impact of Duke in the Durham Community
Box 11
Engineering School
Box 11
Executive Committee of the Academic Council
Box 11
Faculty Governance Committee, 1988 March 2
Box 11
Financial Planning for University Employees
Box 11
Formula: Arts and Sciences
Box 11
Formulas: General
Box 11
Formula: Parent Incentive Agreement
Box 11
Formulas
Box 11
Formula Discs, Phillip Griffiths, 1986
Box 11
Formula: Law School
Box 11
Formula Revision: Campbell Committee, 1988
Box 11
Fringe Benefits: Staff Fringe Benefits Committee
Box 11
Fringe Benefit: Athletic Department Subsidy
Box 11
Fringe Benefit Costs
Box 11
Fringe Benefit Pool
Box 11
Fringe Benefit Rate
Box 11
Renegotiate Fringe Rates: BC/BS Portion
Box 11
Governance Committee
Box 11
Fuqua Hotel Working File
Box 11
Duke Artists Series: Advisory Board
Box 12
Duke Chapel: Aeolian Organ
Box 12
Duke Press
Box 12
SACS Accreditation Meeting, 1988 October 18
Box 12
Metrosport: Correspondence, 1983-1984
Box 12
Racquet Club Zoning
Box 12
Moore, Julius/Moore, Charles (Friends of Mary Semans)
Box 12
Larry Nelson
Box 12
Overhead Cost Recovery: Correspondence, 1988-
Box 12
Indirect Cost Audit
Box 12
Operating Boards
Box 12
WGA, Donelan, RS, EJM Olympic Trials, 1990 May 22
Box 12
Olympics: Track and Field
Box 12
Physics Department: Madey & Formula
Box 12
Dean's Involvement in Budget Process
Box 12
Planning: Academic Plan
Box 12
University-Industry Guidelines, Proposed Policy, 1985 October
Box 12
Renovation: Project Costs
Box 12
Sullivan Trust
Box 12
Taxation: Scholarships, Fellowships, Stipends
Box 12
Garrison Telephone Switch
Box 12
5ES Telephone Switch
Box 12
LAN Report Problems
Box 12
Bluenet
Box 12
Telcom: Satellite Dish Receiver
Box 12
Electronic Phone System 3100L
Box 12
Telcom: AT&T Contract
Box 12
Tele-com: Advisory Committee
Box 12
Telcom Renovations
Box 12
Travel: Frequent Flier Points
Box 12
Telcom: General Correspondence
Box 12
Travel Agency Meet, 1989 February 27
Box 12
Anspach Travel Bureau
Box 12
Travel Agency: Roy Rodwell/Argo
Box 12
Travel Agency
Box 12
Trading Tuition for Work
Box 12
Tuition Benefit: Special Cases
Box 12
Duke Forest: ULI Report
Box 12
Objections to ULI Report
Box 12
ULI Post Dinner Get-Together/President's House, 1987 February 27
Box 12
ULI: Carley, David/Edwin Jones/Clay, Jim
Box 12
ULI: General Background
Box 12
ULI: Panelists' Correspondence
Box 12
ULI: Correspondence, 1987
Box 12
Haw River (Duke Forest): Walk-through&DE, CBH, EJM
Box 12
ULI 1985-86: Correspondence
Box 12
Union Management Local 77
Box 12
Wallace, Andy
Box 12
Williams, George
Box 12
Asbestos Damage
Box 13
Ad Hoc Steering Committee: Ballpark
Box 13
Bonds 1987: Rating Agency Visits
Box 13
Correspondence Bonds
Box 13
Oden Conference Call: Bonds, 1988 February
Box 13
S&P Moody's Meeting
Box 13
Dr. Sam Cook Phone Call on Bonds
Box 13
Rating Agency Visit and Dinner
Box 13
Bonds 1987 Series: First Boston
Box 13
Rating Dinner, 1987 September 29
Box 13
Bond Rating Visit, 1987 September 30-31
Box 13
1987 Bonds: Internal Plans for Proceeds
Box 13
1986 Tax Exempt Bond Act: Papers Relative To
Box 13
Standard & Poor's NY, 1987 October 19
Box 13
Bond Closing, New York, 1987 November 24
Box 13
Bond Meeting, 1987 August 20
Box 13
Bonds: Bond Contenders
Box 13
Tony Duke, Jr.: Fiduciary Trust
Box 13
Bond Meeting, 1987 August 5
Box 13
Bonds: Legal Opinions
Box 13
Bonds: Bankers Trust, 1987
Box 13
Investments: Bronx National Bank
Box 13
Old Chemistry Renovations
Box 13
Child Care Center
Box 13
Frank Church
Box 13
Computing: Academic
Box 13
Information Services Committee: Executive Committee Of
Box 13
Computing at Duke Committee (CDC): Initial Charge adn Committee Make-Up
Box 13
Debt Financing and Computer Equipment
Box 13
Computer Surcharge
Box 13
Computers: PDC Purchase
Box 13
Integration of Computing and TelCom
Box 13
Year-End Appropriations
Box 13
Pathology Department: Internal Audit
Box 13
Pathology: General Correspondence
Box 13
Macronex (Dolph Adams and Sal Pizzo): Venture Cap Firm
Box 13
Listening Post
Box 13
Blue Cross/Blue Shield: New Premium Rates
Box 14
Public Safety Board
Box 14
Alcoholic Beverages Policy
Box 14
Policy: Campus Usage
Box 14
Policy: Contractor Performance and Reinstatement
Box 14
Policy: Corporate Records
Box 14
Policy: Maternity Leave
Box 14
Safe Driving Policy
Box 14
Policy: Scientific Fraud
Box 14
Policy: Short Term Disability
Box 14
Policy: Work Rules
Box 14
Financial Problems
Box 14
JA: PAG
Box 14
Accounting in Academic Sector
Box 14
Provost Office: Financial Matters, Plans, etc., 1988
Box 14
Provost Office: Financial Matters, Plans, etc., 1987
Box 14
Mark D. Cowan
Box 14
1989/90 Year-End Appropriations
Box 14
FY 1988/89 Year-End Appropriations and Special Requests
Box 14
1988 Year-End Appropriations
Box 14
DU Working Hours
Box 14
CUPA Achievement Award
Box 14
1987/88 Budget Forecast: Total Compensation
Box 14
Total Compensation Proposal
Box 14
Total Compensation
Box 14
Charitable Giving
Box 14
Center for Living: Correspondence, 1983-1986
Box 14
Finch Yeager Building
Box 14
Center for Living: Meeting with Drs. Anlyan, Griffiths, Wallace, Greenfield, and Putman
Box 14
DUPAC
Box 14
The DUPAC Story
Box 14
Institute for Living
Box 14
Center for Living Acreage Question
Box 14
Stedman Gift: Center for Living
Box 14
Center for Living: Correspondence, 1988
Box 14
Center for Living: Correspondence, 1987
Box 14
Human Resources: Toby Kahr
Box 14
Crowe Hotel Development Company Porfolio
Box 15
Duke Chronicle, 1981 October
Box 15
WRT Working Paper (Duke Forest), 1988 August
Box 15
Duke University Campus Planning Studies (Draft)
Box 16
Proposed Campus Plan and Implementation Strategy: East Campus, 1987
Box 16

Historical Note

In 1989, Duke University's Board of Trustees approved the formation of Duke Management Company (DUMAC) as a separate, non-profit support corporation of Duke University. Solely responsible for managing the University's investment assets, DUMAC operates under a cascading delegation of authority from the Board of Trustees and the DUMAC Board of Directors. DUMAC recommends investment policy and strategy, seeks and analyzes specific opportunities, and manages ongoing operations and activities. Located in nearby off-campus facilities, the professional staff is organized around functional investment areas of public investments, hedged strategies, private investments, and operations/administration. The CEO of DUMAC from its inception until 2000 was Eugene McDonald. During the period these boxes cover, McDonald was also Senior Vice President and University Counsel at Duke; the boxes in this collection therefore also contain papers related to the duties of those offices.

Subject Headings

Related Material

  • Board of Trustees Records, 1860-2004 (Duke University Archives)

Preferred Citation

[Identification of item], Duke Management Company records, Duke University Archives, David M. Rubenstein Rare Book & Manuscript Library, Duke University.

Provenance

The materials were received by the University Archives as a transfer in 1992 and 1993.

Processing Information

Processed by Mike Millner, November 2006

Encoded by Mike Millner, November 2006

Accessions A92-99, A93-109 were merged into one collection, described in this finding aid.

Descriptive sources and standards used to create this inventory: DACS, EAD, NCEAD guidelines, and our local Style Guide.

This finding aid is NCEAD compliant.