The Center for Investment and Wealth Management    


Past Investment Management Events

 

 Has California Real Estate Turned the Corner

 

 

October 7, 2010

 

In a program for WISE: Women Investing in Security and Education, Dean's Professor of Finance amd Director of the Center for Real Estate, Dr. Kerry Vandell presented a program titled Has California Real Estate Turned a Corner.  Dr. Vandell, a world class economist, addressed the current challenge in a changing real estate market and what strategies you should be using.

 

 

 

 

 

 

Investment Strategies for Turbulent Times

 

 

 

New Investment Realities in the Current Challenging Environment

 

 

   Is a buy and hold strategy dead?

   Is the dollar doomed to an endless decline?

   How should you protect against coming inflation?

   WHat should your overall portfolio strategy be?

 

Nearly 200 of Orange County's top business leaders gathered to hear Rob Arnott, Chairman and Founder of Research Affiliates share his insight on "New Investment Realities in the Current Challenging Environment."  The lunchoen included a panel discussion with prominent investment gurus:

 

Kristin Ceva, Managing Principal, global Fixed-Income Group, Payden & Rygel;

Robert L. Panetti, CFA, vice president and portfolio manager, Black Rock Inc., and

James Berens, MA, PhD, Managing Director and Sector Specialist for PAAMCO.

The panel was moderated by the long time investment expert Chuck Martin, Chairman and CEO of Mont Pelerin Capital, LLC.

 

 

Economic Outlook Revisited: Changing Strategies for Changing Times

 

This luncheon was a follow-up to the January Economic Outlook Breakfast hosted by the Irvine Chamber of Commerce and the Paul Merage School of Business. Dean Andrew J. Policano  and California State Controller John Chiang shared there outlook for the economic future to a sold out crown a the Pacific Club in Newport Beach.