The Center for Investment and Wealth Management    

Wealth Management Frontier Blog Polaris CompetitionFinancial Literacy


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



Arianna Huffington

THRIVE: The Third Metric to Redefining Success and Creating A Life of Well-Being, Wisdom and Wonder

 Register NOW


[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 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
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 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











 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


Sponsor A Scholar Now!


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.


January 30, 2015 Business Outlook Breakfast

7:00 am - 9:30 am

Hotel Irvine Jamboree Center


With Christine Romans, CNN and Andrew J. Policano, UCI


Ticket Information

$75 Individual

$60 Student/Alumni

$1,000 Table Hosts


Please contact Lee Anne Maki at or 949.824.2675

regarding any questions.



Thank You to our Community Programs Committee

Premium Table hosts and Women Investing in Security and Education (WISE)

Monday, June 23, 2014

Community Luncheon with Gregory Zuckerman

Darlene March (co-president WISE) and Gregory Zuckerman



Gregory Zuckerman discusses his national bestseller: “The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters” and the nation’s move toward energy independence and all of the drama behind it.

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