For Community/Business Leaders
The Community Programs Committee of the Center for Investment and Wealth Management is the arm of the Center that provides programming for the business community.
Industry leaders have found the speaker series to be informative and beneficial:
"The Speaker Series have been most impressive and have provided me with valuable insight and perspective on topics of current interest to those of us in the field. The presentations are always excellent and cover a wide range of strategies. Membership with CIWM has proven to be a rich and rewarding professional experience".
- Lupe Erwin, Director Private Client Insurance Division, Wood Gutmann and Bogart
Upcoming Events
Please check back for our next exciting event!
Recent Events
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Today's Economy: Cracking the Code
Thursday, January 19, 2012
7:30 - 9:00 am
Irvine Marriott Hotel: 18000 Von Karman Avenue, Irvine, CA 92612
The economy is still building momentum. How does this impact your business? In the face of the unknown economy, now more than ever, it is important to attend the annual Irvine Business Outlook. The Irvine Chamber of Commerce in conjunction with the UC Irvine Paul Merage School of Business will host this event to provide Orange County's business community with the information they need to succeed.
Andrew J. Policano, PhD, Dean, The Paul Merage School of Business, UC Irvine
A renowned macro economist, Policano is constantly monitoring the economic pulse of the U.S. and its impact on the world economy.
Governor Jennifer M. Granholm, Former Governor of Michigan & Expert on Economic Recovery
Granholm is a Distinguished Practitioner of Law & Public Policy at UC Berkley, a regular contributor to NBC's Meet the Press, and the author of "A Governor's Story: The Fight for Jobs and America's Economic Future".
Where Have We Been and Where Are We Going? The Market & The Economy
Wednesday, November 2, 2011
11:30am - 1:30pm
Island Hotel, 690 Newport Center Dr., Newport Beach, CA
Milton Ezrati, Partner, Senior Economist and Market Strategist, Lord Abbett
Mr. Ezrati is a recognized authority on a range of global and domestic financial issues, and speaks to audiences across the United States, Europe and Asia. He frequently contributes to and is quoted in a variety of publications, including The Wall Street Journal, Barron's and The Financial Times, and appears on financial television providing market commentary.
Louis Navellier, Chairman, CEO and CIO, Navellier & Associates
Mr. Navellier is also editor of four leading stock advisory newsletters: Emerging Growth, Quantum Growth, BLue Chip Growth and GLobal Growth. A recognized expert in translating what had been purely academic techniques into real market applications, he believes that disciplines, quantitative analysis can select stocks that will significantly outperform the overall market.
Death by China: Confronting the Dragon
A Global Call to Action
June 7, 2011 - Beckman Center, Irvine, CA
4:00 - 6:00 pm- Program
6:00 - 7:00 pm- VIP Reception
Professor Navarro and the panel will reveal the implications of a
rising China as it relates to:
• Technological innovation, research and development, and the
economic growth of the American economy.
• Behavioral science and quality control issues related to supply
chain management and product quality in the U.S. – China
trade relationship.
• The technological arms race now taking place on land, on sea,
and in the air (including space) between China and the U.S.
and science and technology issues related to cyber-warfare
and cyber-espionage
Building a Better Consumer Protection Agency
An Insiders Look at this Inside Job
 April 21, 2011 - Pacific Club, Newort Beach, CA
7:00 - 7:30 am - Networking Reception
7:30 - 9:30 am - Program
Raj Date will oversee several offices, including Research, Regulations, Card Markets, Mortgage and Home Equity Markets, Credit Information Markets, Deposit and Payment Markets, and Installment Lending Markets. Date worked for more than a decade in the financial services industry, both at Capital One Financial, where he was a Senior Vice President, and later at Deutsche Bank, where he was a Managing Director. In 2009 he left to found the Cambridge Winter Center, a non-profit, nonpartisan organization dedicated to fostering an informed discourse on U.S. financial institutions policy. At Cambridge Winter, he served as Chairman and Executive Director, conducting research on a variety of financial issues, including the housing finance market, small business credit, and consumer protection. He is a graduate of the University of California at Berkeley and Harvard Law School.
January 27, 2011 - Business Outlook 2011
 Andy Policano, Dean of The Paul Merage School of Business – Irvine’s nationally ranked business school – presented his annual economic address to the business leaders of Irvine and Orange County at the 2011 Business Outlook. The Paul Merage School of Business, known as a leader in education among business executives, partnered with the Irvine Chamber of Commerce, one of Orange County’s most respected and recognized business organizations, to deliver the most relevant outlook for companies located in and doing business in Southern California.
Following the keynote address by Dean Policano, the event featured nationally syndicated business columnist and T.V. Financial Commentator Terry Savage. Hundreds of business executives, business professionals, and entrepreneurs acquired the knowledge needed to remain prosperous in a competitive market.
November 17, 2010 - Luncheon Educational Series: Dr. Peter Navarro
Professor, author, commentator Peter Navarro received his PhD in economics from Harvard University and is a business professor at The Paul Merage School of Business. He is a regular CNBC contributor, featured on 60 minutes and is an author of the bestselling book, The Coming China Wars as well as the path-breaking management book, The Well-Timed Strategy, and the bestselling investment book, If It Rains in Brazil, Buy Starbucks.
More event details
October 14, 2010 - Fall Board Retreat
This past year's Fall Board Retreat was held at The Resort at Pelican Hill from 10:30am - 1:30pm. This meeting was by invitation only. For more information please contact Melissa Beck at melissa.beck@uci.edu or Cristina Surpless at csurp@uci.edu.
October 7, 2010 - WISE Financial Signature Events Features Merage School's Kerry Vandell
World class economist, Dean's Professor of Finance and Director of the Center for Real Estate at UC Irvine's Paul Merage School of Business, Dr. Kerry Vandell addressed today's changing real estate strategies at the luncheon presented by WISE: Women Investing in Security and Education. His talk was entitled, "Has California Real Estate Turned the Corner?" Open to the public.
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