Thank You to our Community Programs Committee
and Premium Table Hosts
Thursday, November 6, 2014
CIWM Community Luncheon with Arianna Hu
Photo Credit: Sophia J. Chang
THRIVE: The Third Metric to Redefining Success and Creating A Life of Well-Being, Wisdom and Wonder
[Huffington Press Release Final.pdf]
Individual tickets - $75 (fmv)
Standard table of 10 - $750 (fmv)
Premium table of 10 - $1,000 ($250 Donor Value)
For questions, please contact Lee Anne Maki at email@example.com or 949.824.2675.
Thursday, November 6, 2014
11:30 am - 1:30 pm
Costa Mesa Hilton
Hear New York Times #1 bestselling author Arianna Huffington discuss how to make simple changes to enhance well-being while learning how to thrive in the everyday world of money, power and success. Huffington is the author of 14 books and is chair, president, and editor-in-chief of the Huffington Post Media Group and a nationally syndicated columnist. In 2013, she was named to the Forbes Most Powerful Women list.
"Thrive is a great read with an uplifting message on the importance of work life balance. Arianna Huffington shares relevant personal examples on juggling career and family/friends that truly bring the concepts to life in a relatable way for the reader. It's these 'ah, I do the same thing too' moments that transform Thrive from just ideas to taking meaningful action."
Neil Sahota, MBA, PgMP®, CGEIT®
IBM - Global Business Services
Congratulations Merage School Graduates of 2014!
The Center for Investment and Wealth Management is delighted to give a copy of Arianna Huffington's recent book "Thrive: The Third Metric to Redefining Success and Creating a Life of Well-Being, Wisdom, and Wonder" to every Merage School Graduate this year as a part of her #ThriveGraduate giveaway promotion. Arianna is giving away free Kindle copies of the book to graduates who post a picture of themselves at graduation on social media with the hashtag #ThriveGraduate by June 16th.
Merage School Distinguished Speakers Series
April 30, 2014 - Bernie Clark, Executive Vice President, Advisor Services, Charles Schwab & Co., Inc®
Bernard J. Clark is head of Schwab Advisor Services, which provides custodial, operational and trading support for independent investment advisory firms. In addition to custody services, Schwab Advisor Services provides practice management and consultative support to help independent advisors start, build and grow their firms. Clark has more than 25 years of financial industry experience serving individual and institutional investors. He began his career at Schwab in 1998 as senior vice president of trading and operations for Schwab Institutional (now called Schwab Advisor Services). He later worked on the retail business as leader of the client services organization, before returning to the advisor business to lead the sales and relationship management organization. He took on his current role as head of Advisor Services in 2010.
The Distinguished Speaker Series brings together prominent business executives with MBA students and community business people to address current business issues, leadership, ethics, and other relevant topics. The series is organized by the Merage School's Center for Global Leadership and supported by corporate sponsors including Presenting Sponsor UPS, and Gold Sponsors Capital Group and McGladrey. Please visit merage.uci.edu/go/DSS for more information.
STUDENT MANAGED INVESTMENT FUND COMPETITION
November 22, 2013
The Paul Merage School of Business UCI SMIF
team placed second this year.
With the Berkeley-Haas Alumni Network
"Inside the Black Box: Demystifying the World of Hedge Funds and Quant Trading"
Featuring Rishi K Narang & Ethan Namvar
November 9, 2013