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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 for more information.


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










CIWM Professional Development Committee


Proudly Presents


     "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




Christopher Schwarz

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.


The Community Programs Committee

In Collaboration with Women Investing in Security and Education (WISE)





Meet the Frackers:

The New Billionaire Wildcatters Who

Launched the U.S. Energy Revolution



1st 150 tickets purchased,

receive a free copy of "The Frackers"


Monday, June 23rd 2014

Hilton 3050 Bristol Street, Costa Mesa, CA 92626

11:30 am - 1:30 pm


·         Individual Ticket ($75)

·         Standard Table ($750)

·         Premium Table ($1,000)

Prizewinning reporter and special writer at the Wall Street Journal, Greg Zuckerman is author of the bestsellers “The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters” and “The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History.” At the Journal, Greg writes about big financial trades, hedge funds, private-equity firms, the energy revolution and other investing and business topics. Read Gregory Zuckerman's biography.




November 2013 Impact Conference

Washington DC

Student Luncheon with Bernie Clark, Executive Vice President, Advisor Services and

UCI Students: Melany Im, Michelle Chen, David Estey-Ang, Ray Shen, Jian Gao, Cherish Corpuz, Nassif Hossain