"Education is the most powerful weapon which you can use to change the world."

– Nelson Mandela

Changing Strategies for Changing Times
New Investment Realities in the Current Challenging Environment
The Paul Merage School of Business - UC Irvine
Monday, November 16, 2009
11:00 am - 1:45 pm
Pacific Club
Keynote speaker Rob Arnott, CEO and Founder of Research Affiliates and a panel of industry experts address the questions on everyone’s mind:
  • Is a buy and hold strategy dead?
  • Is diversification an historical term?
  • Is the dollar doomed to an endless decline?
  • How should you protect against the coming inflation?
  • What should your overall portfolio strategy be?
MODERATOR: Chuck Martin, Chairman/CEO, Mont Pelerin Capital LLC (hedge fund manager),formerly the Founder and Managing Partner at Enterprise Partners (venture capital) and Westar Capital (leveraged buyouts). The panel will include:
  • Kristin Ceva: Managing Principle, Global fixed-income group; Payden & Rygel
  • Robert L. Panetti, CFA: Vice President and Portfolio Manager, Black Rock Inc.
WELLS FARGO
Table of 8. . . . . $600
Individual Seat . . . . . $80
RSVP to Cristina Surpless at csurp@uci.edu or 949.824.6042

STEERING COMMITTEE MEMBERS


Chair:
Pamela M. Adams, CFP®, MBA
Vice President, Investment Officer
Wells Fargo Advisors

Andrew Policano
Dean,The Paul Merage
School of Business at UC Irvine

Melissa Beck
The Paul Merage
School of Business at UC Irvine

Matt Brown
Estate Planning Attorney
Brown & Streza LLP

Kate Eder
Recruiting Field Director,
The Waltos Group of Northwestern Mutual

Lupe Erwin
Insurance Broker
Wood, Gutmann & Bogart
Michael S. Silvio
Director, CBIZ MHM, LLC

Tom Hopper
Wealth Advisor
BNY Mellon Wealth Management

Mitchell Spann
Senior Director of Development
The Paul Merage School of
Business at UC Irvine

Joseph V. Volz, CFP®
Wealth Management Advisor
Merrill Lynch


ABOUT THE CENTER FOR INVESTMENT AND WEALTH MANAGEMENT AT THE PAUL MERAGE SCHOOL OF BUSINESS

Our mission is to create and disseminate vital, applicable research and knowledge concerning the creation, management and inter-generational transfer of wealth. The Center is gaining national recognition as a source of cutting-edge research and innovative programs that advance our understanding of and successful practice in the field of wealth management, including all of its relevant disciplines and audiences. Contact Mitch Spann at 949.824.1655 for more information.