INSIDE THIS

I SS U E
Beginning your professional career is an exciting, promising
challenge. As you embark on your career, you probably have a 1 Welcome!
lot of questions about the company you intend to work for, the
places you might live, and the environments surrounding both.
As crewmembers at Vanguard, we were in similar shoes when
2 About Vanguard
we started our professional careers as well.
3 About Charlotte
In the information presented, you will find some of the bonds that
highlight the partnership between the University of South
Carolina and Vanguard. You will also find reasons why many
6 USC Alumni Profiles
students like yourself have chosen to work at Vanguard.
7 South Carolina Alumni
Furthermore, we present a few of the many interesting facets of
working at Vanguard & living in the Charlotte metropolitan area. in Charlotte
7 Vanguard on Campus
8 Why choose Vanguard?

Charlotte, NC

Image: college-traditions.com
Page 2
Vanguard: Industry Leader Committed to Unmatchable Value
Vanguard is one of the world’s largest investment
management companies, with over 1 trillion in U.S.
assets while employing over 12,000 employees. We
provide a full array of financial products to individuals,
institutions, and financial professionals. Our
headquarters is located in Valley Forge,
Pennsylvania. We have remote sites in Charlotte,
NC, and Scottsdale, AZ. Furthermore, Vanguard has
a global presence in Europe, Australia, and Japan.
Did you know?
Vanguard does not have any regional
stores. We do all of our business using the
internet and telephones.
Competitive Advantages
Our employees receive the following benefits:
• Competitive compensation
• Tuition reimbursement
• Retirement savings programs
• Comprehensive medical and dental coverage
• Work-life balance
• Award-winning in-house training and
development
Did you know?
1 trillion can be viewed as a stack of 10
billion $100.00 bills. The stack would be
78.914 miles high.
Carolina News @ Vanguard
A Unique Structure and Client Focus Set
Vanguard Apart
Unlike other investment firms, Vanguard is privately
managed, client-owned investment management
company. This unique structure frees us from
conflicting loyalties and allows us to consistently put
our clients’ needs first.
A Commitment to Diversity
We respect and value the varied talents,
backgrounds, and perspectives of our employees
and believe that a diverse workforce helps us to
meet our clients’ needs more effectively.
A Commitment to Community Service
Vanguard takes its citizenship role very seriously.
Here are a few of the community involvement
activities sponsored throughout the year:
• United Way
• All Cans on Deck – Food Drive
• Outfits for Offices
• Junior Achievement
• MLK Day of Service
• Computers for Schools
• Red Cross Blood Drives
• Books for Kids
• Susan G. Komen Race for the Cure
Carolina News @ Vanguard
About Charlotte
Charlotte, often referred to as the Queen City, is the
largest city in North Carolina. It is located at the heart
of a growing metropolitan region that extends into
South Carolina. Downtown Charlotte offers an urban
environment that revolves around the nation’s
second-largest banking district. Charlotte is home to
a diverse selection of top-notch restaurants, theaters,
and museums, as well as sports teams Carolina
Panthers and Charlotte Bobcats. Charlotte also offers
an international airport, making it easy to travel to and
from the region.
Areas to live
Uptown. Downtown Charlotte is commonly referred
to as “Uptown”, and it offers a host of things to do.
Satisfy your curiosity at Discovery Place, the local
science museum, and then critique fine art at the Mint
Museum. If sports are more your style, Uptown hosts
the Bank of America Stadium, home of the Carolina
Panthers. Charlotte is also home to the NBA
Charlotte Bobcats, who play at the Time Warner
Cable Arena. Uptown also boasts an impressive
nightlife. You can watch an off-Broadway play at the
Blumenthal Performing Arts Center or visit one of the
many favorite nightspots of Charlotte’s young
professionals. Many other cultural events take place
in the Uptown area, including a summer concert
series (Alive After Five) as well as an annual culinary
festival.
Ballantyne. Southwest of the Charlotte city center,
Ballantyne is one of the region’s fastest growing and
dynamic areas. Anchored by the spectacular
Ballantyne Resort and Spa, it is home to an ever-
increasing number of corporate headquarters,
multimillion-dollar homes, exotic restaurants, and
upscale retail developments. Also within its borders
are a 535-acre corporate park, which includes office
buildings, an 18-hole daily-fee golf course, and the
Dana Rader School of Golf.
Concord. Concord is home to Lowe’s Motor
Speedway, one of the official tracks of NASCAR
racing. It’s a fast-developing suburban city about 15
miles from Uptown Charlotte. In 2004, it received the
prestigious “All American City Award” in recognition of
Concord’s civic excellence and high level of
Page 3
community involvement. Concord Mills Outlet Mall
attracts millions of shoppers locally and from
neighboring states.
Dilworth/Southend. This area offers entertainment,
restaurants, and a lively ambience around East
Boulevard. People are commonly seen out enjoying
the air, their neighbors’ company, shopping centers,
restaurants, and nearby Freedom Park. Historic
Southend had its beginning in the 1850s when the
first railroad came to Charlotte. Since then, the textile
industry has bolstered development of the area.
Noteworthy in Southend is a unique transportation
system that extends into the heart of Uptown: a two-
mile rail transit corridor for both vintage trolley and
now, light-rail transit.
North Davidson (“NoDa”). NoDa, SoHo’s little sister,
is Charlotte’s historic “arts district” located on North
Davidson, just north of Center City. After the closing
of the area’s last mill, NoDa began a renaissance of
sorts in the 1980s that drew young artists into the
area who had a vision of developing a new art
community for Charlotte residents. Today, NoDa is
home to an eclectic collection of galleries,
performance venues and dining hotspots.
SouthPark. South of downtown Charlotte, SouthPark
offers a wide variety of upscale dining and shopping
as well as many convenient areas to live in.
SouthPark is also home to the Charlotte Symphony’s
Summer Pops concerts, performed at a new
amphitheater, and plays host to many periodic
outdoor festivals including wine and jazz festivals.
Wake Forest University also offers an M.B.A. program
in SouthPark.
“Welcome to Charlotte! Experience the
exciting possibilities that add character
to our city, from cultural institutions
and attractions to world-class dining
and nightlife to shopping and sporting
events unique to the Charlotte region.
Enjoy the southern hospitality that we
are so well known for!”
Page 4 Carolina News @ Vanguard

Things to do and places to go

Museums If you want to get in shape, check out the following

• Charlotte Nature Museum health clubs:
• The Charlotte Trolley • Fitness Factory
• Discovery Place • Peak Fitness
• Energy Explorium • Tower Club Athletic Center
• Mint Museum of Craft and Design • YMCA
• Museum of the South
If you like to explore the outdoors, Charlotte has
Performing arts
beautiful recreational parks. Check out:
• Blumenthal Performing Arts Center
• Freedom Park
• Charlotte Philharmonic Orchestra
• Helms Park
• Charlotte Youth Ballet
• Independence Center
• Davidson Community Players
• Renaissance Park
• Guild of Charlotte Artists
• Transcentral Park
• North Carolina Dance Theatre
• Theatre Charlotte
Continuing education
Concert venues • Davidson College
• Bank of America Stadium • Queens University of Charlotte
• Blumenthal Performing Arts Center • University of North Carolina at Charlotte
• Bobcats Arena • Central Piedmont Community College
• Cricket Arena • Wake Forest University (MBA)
• Dale F. Halton Arena
• Verizon Wireless Amphitheater Charlotte
Attractions
• Carowinds Amusement Park
Sports and recreation • US National Whitewater Center
• Carolina Panthers (NFL) • Concord Mills Mall
• Charlotte Bobcats (NBA) • Nascar Speed Park
• Charlotte Checkers (minor league hockey)
• Charlotte Eagles (minor league men’s soccer)
• Charlotte Knights (minor league baseball) •
• Lowe’s Motor Speedway (NASCAR)
•
•
Planning and Development - Compliance

Charlotte - Cost of Living

Compared with other cities of its size, Charlotte has a very low cost of living.

Category (% Weight) WA Seattle TX Austin NC Raleigh NC Charlotte Source:

The chart displays the
http://www.charlottechamber.com
Composite (100%) 117.4 96.2 97.6 91.2
ACCRA Cost of Living
Grocery (13%) 111.3 92.3 100.0 97.9
Index values for
Housing (28%) 140.0 87.1 90.4 77.6
Charlotte. A value
Utilities (10%) 97.6 91.5 96.1 82.3 below 100 indicates
Transportation (10%) 111.8 100.0 99.2 97.6 that the code of living
Health (4%) 121.9 99.3 106.0 111.0 is below the national
Miscellaneous (35%) 108.3 104.9 101.4 98.1 average.
Carolina News @ Vanguard Page 5

Weekend getaways

Suggested destinations for weekend excursions and/or day trips:

Location Activities Miles from Drive time

Charlotte campus (hours)
North Carolina

Asheville Arts/crafts, shopping, hiking, 140 2.5

camping, Biltmore Estate

Boone/Blowing Rock Hiking, skiing, camping, Blue 100 1.5

Parkway Ridge walks, arts/crafts

Cherokee Native American reservation, 200 3.5

Harrah’s casino

Lake Norman Boating, swimming, fishing 35 0.6

Outer Banks/Cape Beaches, University area, 200 5-6

Fear (Wilmington, fishing, hiking, camping,
Kure, Wrightsville, shopping, swimming, golf,
Ocracoke, Cape Aquarium of NC, sightseeing
Hatteras)

South Carolina

Charleston Shopping, dining, swimming, 210 3

historic Southern culture,
sightseeing and atmosphere,
art community

Myrtle Beach Tourism, swimming, shopping, 175 4

sightseeing, theme parks,
aquarium

Tennessee

Gaitlinburg/Pigeon Arts/crafts, Dollywood, hiking, 225 4

Forge camping, shopping outlets

Not from Charlotte? Neither are we!

In the past three years, only 4 out of 39

of the new hires are originally from Charlotte.
 Page 6 Carolina News @ Vanguard

U.S.C. Alumni at Vanguard

Major at Carolina: Computer Science
What brought you to Vanguard? I was looking for some place that could
offer lots of opportunities and career development. I also liked the team
based environment. I remember thinking during the interview that this
would be a perfect fit. I have not been disappointed.
What are some of your hobbies? I enjoy traveling, listening to music,
reading books, roller-skating and Kick-boxing!
What do you like best at Vanguard? The people, the projects, the
opportunities.... and good work-life balance. It's a great place to work.
What technologies do you work with at Vanguard? DB2, SQL, Quick
Test Professional for automation, Quality Center and a variety of
Project Management and People Management tools.
What business skills and knowledge have you refined through working at
Vanguard? I have had the opportunity to continue to develop my
Kenya Hunter
people skills and communication skills. And I've also had the
Line Manager
chance to learn a lot about finance and investing as well.

Major at Carolina: Computer Science

What are some of your hobbies? Reading, cooking, traveling and making
jewelry.

What brought you to Vanguard? The ever increasing traffic in Atlanta

made the move to Charlotte a no brainer.

What do you like best at Vanguard? The people are awesome and the
project development opportunities are great.

What technologies do you work with at Vanguard? Mainframe - COBOL,

CICS, DB2.

What business skills and knowledge have you refined through working at
Vanguard? Communication and people skills.
Nancy Proietti
Technical Lead

Major at Carolina: Electrical and Computer Engineering with SCHC

Sean Hardwick
Technology Specialist
Honors
What brought you to Vanguard? Integrity of the company and the
unquestioned priority placed on the client in decisions. While searching
for a job in the last months of my master’s degree a friend asked me to
join him to a job interview at Vanguard. They had asked him about
several technologies I was familiar with when he was at a job fair in
Atlanta. So, I came along with him to Charlotte for an interview as well
and took the job offer.
What are some of your hobbies?
Playing with my kids, golf, fishing, travel
What do you like best at Vanguard? The variety of work options that is
available.
What technologies do you work with at Vanguard? Java, Unix, Windows,
DB2, Oracle and several COTS products.
What business skills and knowledge have you refined through working at
Vanguard? Communication and presentation skills have been a great
growth area for me. The opportunity to interact with large diverse groups
has helped me in this area.
 Carolina News @ Vanguard Page 7

Carolina Alumni in Charlotte

USC has a strong presence in the Charlotte Metropolitan area. The Charlotte chapter of the Carolina Alumni
Association is a great way to meet fellow Alumni, Gamecock fans, and stay in touch with the University of South
Carolina. In addition to hosting local luncheons for members, the club also conducts group outings to Gamecock
home games along with the local chapter of the Gamecock Clubs of Charlotte and York County. Furthermore, the
Chapter helps sponsor civic events in the Charlotte area. For more information on the chapter and local
events, please visit - http://www.mycarolina.org/s/842/twocol.aspx?sid=842&gid=1&pgid=515
Or
http://www.carolinaalumni.org/clubs/clubdetail.asp?cid=5
Vanguard on Campus
Events on Campus

Vanguard continually engages with a variety of student organizations on the Carolina Campus. To start this year
Vanguard will attend the Career Fair on the USC Campus September 30th, 2009. We look forward to meeting you!
Page 8 Carolina News @ Vanguard

Why Choose Vanguard?

Here is what some of the most trusted sources of business news say about working at Vanguard.

Fortune magazine, 2007—Vanguard is recognized as one of the year's "100 Best Companies to work
for." This is the sixth year out of the past seven that Vanguard has been recognized by the magazine
as a top employer.

CollegeGrad.com, 2007—Vanguard is recognized as one of the year's "Top 100 Entry Level
Employers" in the U.S.

Universum Communications Survey, 2005—Vanguard is recognized as an ideal employer among

college students.

Training magazine, February 2008—Vanguard is named to the magazine's "Training Top 125" list.
This is the seventh consecutive year the magazine has given such recognition to Vanguard for our
commitment to training and development.

Jobs4Point0.com, 2007—Vanguard is recognized as a Best Employer for Age Diversity.

Carolina News @ Vanguard Page 9

G. I. Jobs magazine, 2006 —Vanguard was recognized as one of the "Top 50 Military-Friendly
Employers", ranking #38.

AARP magazine, September 2007—Vanguard was ranked #42 out of 100 "Best Employers for
Workers Over 50."
The Black Collegian magazine—Vanguard was recognized as one of the "Top 100 Employers" by
the magazine, ranking #30 in 2005.
Black Professionals magazine, 2007—Vanguard is recognized as one of the "Top 100 Companies
for Blacks in Corporate America."
BusinessWeek magazine, 2007—Vanguard ranked #33 on the magazine's inaugural "Best Places to
Launch a Career" list, which identifies top employers for new college graduates.
CIO magazine, June 2007—Vanguard is recognized as a recipient of the prestigious "CIO 100"
award, which acknowledges 100 organizations that exemplify the highest level of operational and
strategic excellence in technology. Vanguard has been selected to the magazine's list for seven of
the past eight years.
Computerworld magazine, June 2007—Vanguard was named as one of the "100 Best Places to
Work in IT" for the seventh consecutive year. We were ranked #60.
Essence magazine, May 2005—In its annual survey, the magazine ranked Vanguard as one of its
"35 Great Places to Work" because of our team-oriented corporate culture and exceptional benefits.
Fortune magazine, 2007 —Vanguard is recognized as one of the year's "Top 100 Employers for
MBAs." This is the third year in a row that Vanguard has been recognized by the magazine as a top
employer for MBAs.
Information Week, September 2007—Vanguard ranked third on InformationWeek's 2007 list of the
500 top IT companies, ahead of all other financial services firms. This is the eighth year in a row that
Vanguard has appeared on the list.
Black Enterprise magazine, April 2005, "Long Distance Funds"—Four Vanguard funds were included
in the magazine's "100 Best Mutual Funds for Long-Term Investors."
BusinessWeek magazine, January 2007—A total of nine Vanguard funds received "A" ratings in the
magazine's mutual fund scoreboard, from a list of more than 6,000 stock and bond mutual funds.
Consumer Reports magazine, February 2007— Three Vanguard funds were featured in a listing of
"60 funds you can count on." The listing used a Vanguard index fund as the benchmark in each of six
fund categories.
Forbes magazine, January 2007—Forbes' 2007 Mutual Fund Survey included their annual list of
mutual fund "Best Buys." Twenty-five Vanguard funds were among the 71 "Best Buys," nearly twice
the number of the nearest competitor.
Kiplinger's Personal Finance magazine, February 2007—The magazine profiled the 20 biggest no-
load stock funds, designating each fund as either a "buy," "sell," or "hold." Six Vanguard funds were
included in the list, with five rated as "buys."
United Way of Southeastern Pennsylvania, May 2006, "Hand in Hand Award"—United Way of
Southeastern Pennsylvania honored Vanguard with the Aon Consulting/United Way "Hand in Hand
Award" for the company's support of exemplary programs, both for their own workforce and for
children in the community.