Boosting human capital

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1990s, 2000s, 2010s, benefactors, funding, law, leading thinkers, marine science, medicine, peace and conflict studies, science communication, Scottish studies

Professor Jim Mann, director of the Edgar Diabetes and Obesity Research Centre, with donors Jan and Eion Edgar at the official opening. It was the first project funded under the Leading Thinkers scheme. Image courtesy of the Edgar Diabetes and Obesity Research Centre.

Inspiration for policy and practice at Otago has come from many different places. Canada may not be the first country that springs to mind, but that was where the concept for a significant new initiative for the university was sparked!

In the 1990s and 2000s, as student numbers surged while the government tightened its belt, the university sought to diversify its funding. Unlike some countries, notably the USA, New Zealand did not have a strong tradition of large-scale philanthropy to tertiary education, though there were of course many gifts and bequests which established scholarships, prizes and the like through the years. During the early decades of the twentieth century Otago also benefited from some more substantial donations and bequests which enabled the teaching of new subjects (home science, anthropology and music), a boost to teaching and research in others (physics, chemistry, economics, English, dentistry) and the establishment of several new professorial chairs (physiology, medicine and surgery). Reaching out to Otago’s growing body of alumni was one way to attract a new wave of generosity. Functions for graduates around the world began to take off at the time of the university’s 125^th anniversary celebrations in 1994.

In Toronto the dynamic Gill Parata, first head of Otago’s alumni office, met Brian Merrilees, an Otago graduate who had a distinguished academic career as professor of French, also holding various administrative roles at the University of Toronto. He told Gill of the university’s very successful fundraising campaign and arranged for Graeme Fogelberg, Otago’s vice-chancellor, to meet with Toronto’s president and other key figures in the campaign. One aspect of Toronto’s campaign was to raise funds to attract ‘superstar’ academics to the university. Though they suspected the ‘superstar’ idea might not work in New Zealand, the Otago group liked the idea of focussing a fundraising drive on increasing the university’s intellectual capacity; they believed this would have more appeal than bricks and mortar, comments Graeme Fogelberg. Otago’s executive and council liked the concept, and so a scheme for ‘knowledge leaders’, later known as the Leading Thinkers initiative, was born. In 2002 Clive Matthewson, a former member of parliament and cabinet minister, was appointed as Otago’s Director of Development to oversee the project.

The government was also keen for tertiary institutions to attract more funding from the private sector and established a Partnerships for Excellence scheme, which matched dollar for dollar funds raised for major capital developments. The scheme was targeted at building development; one of its best-known outcomes was the University of Auckland’s large business school, funded by a multimillion-dollar donation from expatriate businessman Owen Glenn. However, after much hard work, in 2003 the Otago team managed to convince a sceptical government that human capital was also worth funding under the scheme. The government agreed to match funds raised over the next 5 years up to a total of $25 million, a goal the university eventually exceeded 6 months ahead of time.

The ‘advancement’ team had already raised funds for some new Otago projects before the government came on board, but projects funded through the official Leading Thinkers scheme eventually totalled 27. It took a gift of $1 million, matched by another $1 million from the government, to fund a permanent chair, and most of the projects enabled the university to establish a professor, often with an associated research centre. The initiative got a great kick-start with a generous donation from the charitable trust of Dunedin businessman Eion Edgar, who happened to be the university’s chancellor; this funded the Edgar Diabetes and Obesity Research Centre. Donations came from a range of individuals, charities, businesses and other organisations. Some provided permanent funding for existing projects with precarious sources of income; for instance, Cure Kids funded a chair in child health research which enabled Otago to retain Stephen Robertson, the gifted paediatrician and clinical geneticist whose post had been based previously on short-term funding. Cure Kids also funded a second chair in paediatric research under the scheme, awarded to Christchurch neonatologist Brian Darlow.

Children in the Apple programme, one of the Edgar Diabetes and Obesity Research Centre’s first projects. This seminal study showed that community-based initiatives could successfully reduce the rate of excessive weight gain in primary school-aged children. Image courtesy of the Edgar Diabetes and Obesity Research Centre.

Not all of the initiatives were in health sciences, indeed, they included all of the university’s academic divisions. And not all related to existing fields of teaching and research at the university: some took it in brand new directions, sparked by the particular interests of the donors. A good example is the Legal Issues Centre and associated chair. This was endowed by philanthropists Grant and Marilyn Nelson through the Gama Foundation, inspired by their frustration with a drawn-out legal case. It aimed to act as a ‘critic and conscience’ of the legal profession and system, and provide insights to ‘reorient the legal system so that it works better for people’. The Gama Foundation also funded a research fellowship in bipolar disorder through the Leading Thinkers scheme. One interesting donor was the Stuart Residence Halls Council, the organisation which founded and ran Arana and Carrington Colleges. Having sold the colleges to the university, it generously donated much of the money back to endow two new chairs, in science communication and Scottish studies. There was just one exception to the rule that the Leading Thinkers scheme was about people. It wasn’t precisely bricks and mortar, but the ocean science research vessel Polaris II certainly wasn’t human! There isn’t space here to describe all of the initiatives, but you can read a little about each in an article published to celebrate the scheme’s tenth anniversary.

The Polaris II, a former fishing vessel purchased and refitted to serve as a research vessel for a wide range of marine and environmental science activities. Image courtesy of University of Otago Marketing and Communications.

The Leading Thinkers scheme proved an enormous boon to research, teaching and public engagement at Otago, bringing inspirational scholars of international reputation to the university and helping retain other excellent minds. The dynamism of these people led to impressive results, quickly achieved, and drew other good people, both staff and students, to work with them. Thanks, Canada, for the idea!

Staff and students of the National Centre for Peace and Conflict Studies (plus a few from tourism) at Otakou Marae in 2013. Foundation professor Kevin Clements is the tall figure with white hair in the middle. The centre began in 2009 as a Leading Thinkers initiative and quickly developed a great record of research, teaching and public engagement. By 2014 it had 6 academic staff and 24 PhD students from 19 countries. Image courtesy of the National Centre for Peace and Conflict Studies.

Economics – science, art or business?

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1870s, 1880s, 1890s, 1900s, 1910s, 1920s, 1930s, 1940s, 1950s, 1960s, 1970s, 1980s, 1990s, 2000s, 2010s, accounting, economics, history, mathematics, mental science, statistics

Michael Cooper, professor of economics from 1976 to 1994, gives a lecture. Cooper, whose field of expertise was health economics, also held various senior management roles and chaired the Otago Area Health Board during his time at the university. Image courtesy of the Hocken Collections, 692.00119, S13-217i.

Economics is sometimes derided as the ‘dismal science’, but where does it fit in the taxonomy of academic subjects? Is it a science, an art, or a commercial subject? At Otago the answer has varied through the years. Political economy, as economics was officially termed here until 1916, was one of the founding disciplines of the university. That is hardly surprising for an institution established in a place where new theories of colonisation had been attempted in practice and where a large gold rush had recently occurred: economic theory was a visible force.

In the early days, with few staff, subjects had to be yoked together. Political economy came under the umbrella of mental science, which also covered mental and moral philosophy (or, as we now call them, psychology and philosophy). The first mental science professor, Duncan MacGregor, initially offered a course combining ethics and economics to senior students, but by the late 1870s political economy was a stand-alone course. From 1881 political economy became the responsibility of the new professor of English, John Mainwaring Brown. The calendar for 1882 reveals a course covering six topics: the nature and history of economic science; the production of wealth; the distribution of wealth; attempts to improve the present system of distribution; the exchange of wealth; and the economic functions of governments. After Mainwaring Brown disappeared during a tramping expedition in Fiordland in 1888, the university council decided his replacement as professor should be responsible for English alone, with political economy taught by a separate lecturer. Various lecturers followed, with gaps between appointments meaning economics wasn’t taught in some years; from 1895 to 1906 Frederick Gibbons, who had been Otago’s mathematics professor since 1886, also served as economics lecturer.

The next lecturer, the popular Harry Bedford, was one of Otago’s own graduates. Though still in his twenties he had an impressive CV: he had served a term in parliament, and practised law while lecturing at Otago. Initially appointed to economics, he later added history and law to his lecturing portfolio, and when the university created a new chair in economics and history in 1915 he became professor. Bedford was an inspiring teacher who also led classes for the Workers’ Educational Association; he was much mourned when he drowned in 1918. While an acting professor – Archdeacon Woodthorpe – was appointed, the university council felt the time had now come to separate the growing disciplines of economics and history. In 1920 – almost fifty years after first offering classes in political economy – Otago for the first time appointed a professor solely responsible for the teaching of economics.

Meanwhile, the growing university in 1913 arranged itself into faculties: arts/science, dentistry, home science, law/commerce, medicine and mines. Economics was part of the arts/science faculty, and when the arts and sciences split into separate faculties in 1944 it remained with the arts. Most students in economics in the first half of the twentieth century completed a BA degree, but there was also a growing group of commerce students. The BCom degree was introduced by the University of New Zealand, which awarded all degrees in this country, in 1905 and in 1912 Otago began teaching commerce subjects. Most students – and lecturers – were part-time and many were interested only in completing a professional qualification in accountancy, but for those who wanted to complete the full commerce degree course, economics was compulsory.

There was clearly considerable cooperation between the arts and commerce faculties in arranging economics courses to suit all students. In 1920, for instance, ‘the principles of economics’ offered ‘a general introduction to the subject’, covering ‘production, exchange, distribution, and consumption of wealth; the economic functions of government; the elementary principles of taxation’. This was a course designed for the commercial accountants’ exam. The ‘pass degree’ course covered similar material but with ‘more detailed study of prices, money, and banking, and elementary trade’. Other courses available for honours and bachelors’ degrees included ‘advanced economics’, ‘currency and banking’, ‘logical and statistical methods’, ‘economic history of England’ and ‘economic geography’.

The wide range of courses offered set a challenge for the economics staff, but this didn’t prevent an enviable level of research, publication and public engagement. One of New Zealand’s earliest PhDs was earned in Otago’s economics department by Walter Boraman in 1929; he researched the history of public finance in New Zealand. In the early 1930s Professor Allan Fisher and lecturer Geoffry Billing (who became professor himself in 1947) both studied abroad thanks to Rockefeller Fellowships, with Fisher also taking a year’s leave to act as economic advisor to the Bank of New South Wales. Student numbers remained small, but started to grow rapidly, like the rest of the university, in the 1960s; the stage one class had to be split in 1970.

In 1952 Professor Billing, previously dean of the arts faculty, became dean of the commerce faculty. Economics was now part of both these faculties, though it continued to be administered through the arts faculty. Billing raised the possibility of a new combined faculty of economics and commerce, but nothing came of the suggestion at that time. Tom Cowan, the accountancy professor who succeeded Billing as commerce dean in 1960, wrote much later that ‘there was some fear of dominance by Economics, as indeed happened in some universities overseas’. Cowan, too, advocated a closer relationship: ‘With my own background in Economic studies, I am convinced that tendencies within New Zealand universities for Economics departments to distance themselves from Commerce departments have been contrary to the national interest’. There was a need, he suggested, ‘to bridge a gap that seems to disregard the common ground and interdependence of economic and business studies’.

In 1989 the University of Otago was restructured into the four academic divisions which survive to this day: health sciences, sciences, humanities and commerce (also known as the school of business). Over the preceding decade the number of commerce students had risen rapidly, from around 10% of Otago student enrolments to over 20%; by 1988 about three-quarters of economics majors were working towards commerce rather than arts degrees. Given a choice between the humanities and commerce divisions, the economics department chose to go with commerce. This was a sad loss to the humanities, but a real boon to commerce, which now gained the full commitment of one of the university’s oldest disciplines. The fine scholarly record of the economics department proved critical to the division as research funding became ever more important; some of the other commerce disciplines did not have strong research traditions and economics gave the business school more credit with other scholars and, more importantly, with funders. Economics remained a subject available for both arts and commerce degrees; from 1999 it was also available as part of the philosophy, politics and economics (PPE) major for a BA. But economics also had a wider reach, appearing on the BSc schedule from 2002 as part of a major in economics and statistics, and from 2012 as a major on its own.

The issue of where economics fits as a discipline is a subject of considerable philosophical debate. At Otago, the answer is that it is an art, a science and a business! For over a century it was under the rule of the arts, but in the 1980s commerce took over. Throughout, it has been a popular subject with a strong research record. Do you have any memories to share of the ‘dismal science’ at Otago?