Estate Tax Speaker: Julian Robertson

Estate Tax Speaker: Julian Robertson

Age: 79
Education: BA University of North Carolina at Chapel Hill
Hometown: New York, NY

Julian RobertsonJulian Robertson is a native of North Carolina and graduate of UNC Chapel Hill. A US Navy officer, and honorary Knight of the nation of New Zealand, Robertson is best known for his immensely profitable ventures in hedge fund management. In 1980 Robertson started Tiger Management. The Tiger Fund went on to become the biggest hedge fund in the world, at one point worth more than $20 billion.

Robertson closed the Tiger Fund in 2000 and since then has invested in over thirty up and coming hedge funds, managed vineyards and golf resorts in New Zealand, and has engaged in substantial amounts of philanthropy.

In 1996, Mr. Robertson and his wife, Josie, founded the Robertson Foundation to focus on large-scale, domestic, high impact grants in education, environment, religion, and medical research. Among the Foundation’s major initiatives are active support of New York City’s public education reform, a leadership-based scholarship program at Duke University and the University of North Carolina at Chapel Hill, and combating global warming.

Robertson joined more than 2000 people who expect to owe the estate tax in signing Responsible Wealth’s “Call to Preserve the Estate Tax.”

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