August 10 - August 16, 2014
"There is much that can be accomplished when the mission and the inspiration is clear. The Merage School takes pride in its mission to enhance socially responsible growth and to offer a highly personalized environment, whether that is to our students or to our constituents. I am glad this innovative program has found its way to our Campus, and to our hearts."
- Andrew J. Policano, PhD, Faculty Director, Center for Investment and Wealth Management
CIWM Professional Development Committee
"Liquid Alternatives: Strategic and Tactical Opportunities "
Blu Putnam, Chief Economist, CME Group and
Sabrina Callin, Managing Director/Product Manager, PIMCO
Read Blu Putnam's presentation, "Evaluating the Legacy of Quantitative Easing and its Implications for the Future of Central Banking: Part I"
Read Sabrina Callin's presentation,"An Introduction to PIMCO's Liquid Alternatives Strategies - CIWM Liquid Alternatives"
STEP (Society of Trust and Estate Practioner)
Third Annual Institute on Tax, Estate Planning and the Economy
Assistant Professor of Finance
The Paul Merage School of Business
Thursday, January 30, 2014
12:45PM - 2:15 PM
Thursday, January 30th, Friday, January 31st and Saturday, February 1st, 2014
Newport Beach Marriott Hotel & Spa at Fashion Island
Read Christopher Schwarz's presentation, "Myths Associated with International Diversification."
A Collaboration between the Society of Trust and Estate Practitioners (STEP) and the University of California, Irvine School of Law and Paul Merage School of Business
The Third Annual Institute features many prominent, well-known faculty, outstanding and relevant curriculum and strategies for you to take back to the office and implement immediately with your clientele. This year’s program follows on the heels of two years of incredibly successful events – which met with rave reviews from attorneys, accountants and financial professionals practicing around the world.
The Marriott will be providing attendees with a deeply discounted rate of just $170 per night, as well as discounts at their Pure Blu Spa. Attorneys, CPAs, CFPs and insurance professionals may apply for 22 hours of continuing education credits for. Please contact Grace Carroll at (949) 440-3298 to register or become a sponsor.