October 12, 2017 • 11 am - 5 pm

Monarch Beach Resort

This fifth annual, educational event is presented by the Center for Investment and Wealth Management. Your Life, Your Wealth, Your Legacy is an exclusive opportunity for women from across the United States to explore new ideas and learn more about managing wealth and well-being. This year's retreat will focus on critical issues affecting affluent families such as philanthropy, family effectiveness, new generations, and your own financial future. The program will feature experts: Shelly Hoss, President of the Orange County Community Foundation; Lee Hausner, Managing Director at First Foundation Advisors; Jeanne Jackson, Special Advisor to the CEO at nike, Inc.


Shelly HossShelley Hoss
President, Orange County Community Foundation

Shelley Hoss has combined the best of the nonprofit and corporate worlds for the good of her community for more than 30 years. Since May 2000 she has served at the helm of one of Orange County’s most prominent philanthropic organizations—the Orange County Community Foundation, whose mission is to encourage, support, and facilitate philanthropy in Orange County.

Under Hoss’ leadership, the Community Foundation has become recognized as a “center of gravity” for philanthropy in Orange County. Her impact on the growth of the organization has been dramatic. Annual grant and scholarship awards have surged more than ten-fold, from $5 million when she joined OCCF in 2000 to $60 million in 2016. During the same period, assets stewarded by the Foundation have increased from $43 million to nearly $300 million, and OCCF has now awarded more than $460 million in grants and scholarships since its inception in 1989.

Jeanne P. Jackson Jeanne P. Jackson
President, Special Advisor to the CEO, nike, Inc.

Jeanne Jackson is a senior strategic advisor to the CEO of Nike, Inc. She served as Nike’s President, Product and Merchandising from July 2013 until April 2016 and President, Direct to Consumer from 2009 until July 2013. Ms. Jackson joined the Nike Executive team in 2009 after serving on its Board of Directors for eight years.

In addition to the eight years on the Nike board, from 2001 to 2009, she has been a member of the Board of Directors of McDonalds, Inc. since 1999, where she serves as Chair of the Compensation Committee, member of the Governance Committee, and former Chair of the Finance Committee. She also serves on the Board of Kraft-Heinz, Inc., on both the Audit and Governance Committees, and Delta Airlines, Inc., on both Audit and Compensation Committees. Ms. Jackson has also served on the Boards of Nordstrom, Inc., Harrah’s Inc. (now Caesar’s Inc.), Williams-Sonoma, Inc., Motorola Mobility Holdings, CRS Inc., West Marine, Inc., and the United States Navy Exchange.

Dr. Lee Hausner
Managing Director, at First Foundation Advisors and Author

Dr. Lee Hausner is a senior managing director of First Foundation Advisors. An internationally recognized clinical psychologist and business consultant, she served as the senior psychologist for the Beverly Hills Unified School District for 17 years in addition to establishing a reputation as a highly regarded keynote speaker and seminar leader. She has been a top rated resource for Young Presidents' Organization for the past 17 years.

A frequent guest on national radio and television, quoted expert in national publication such as the Wall Street Journal, Time, Forbes, Fortune, Town and Country and a contributing writer for Worth magazine, she is the author of the seminal work regarding wealth and the family, "Children of Paradise...Successful Parenting for Prosperous Families", published by Plaza Press (2nd Ed. 2005).

An acknowledged expert on psychological issues involving wealth and wealth transfer, she was a presenter at the World Economic Forum in Davos, and is a frequent participant at the high wealth/private client conferences for major financial institutions as well as national wealth management conferences. Dr. Hausner contributed two chapters ("The Psychology of Wealth" and "Wealth and Children") to the financial resource book, "The Stewardship of Private Wealth" and co-authored with her current partner, Douglas Freeman, "The Founders Guide to the Family Foundation", published by the Council on Foundations.

Event Details

For more information, contact Lee Anne Maki at or 949.824.2675.

Program Schedule

10:00 am Welcome
10:30 am Opening Session: "What's Your Why?" by Shelley Hoss
12:00 pm Lunch with Keynote Speaker: "Reflections of a 'Balanced' Female Executive" by Jeanne Jackson
1:30 pm Afternoon Session: "The Strategies of Successful Legacy Families" by Dr. Lee Hausner
3:00 pm Breakout Sessions
A: Strategies and Tools for Impactful Philanthropy
B: Inspiring Change: Why Nonprofits need Effective Board Members
4:30 pm Networking Reception

Cost & Registration

The cost of registration is $995. Please RSVP by September 15, 2017. Space is limited.


The Monarch Beach Resort ~ Clubhouse

1 Monarch Beach Resort N
Dana Point, CA 92629


All UCI Women’s Day Retreat attendees will receive a preferred rate during a stay between October 9, 2017 – October 18, 2017. Attendees interested in booking their stay should use this link or book via the reservations team at (866) 271-6953 using the UCI discount code: UCI10-2017

Important Notes:

  • Please book your stay very early. The link is not a guarantee of the rate  or the availability.
  • All reservations must be guaranteed with a credit card.
  • There will a 14 day cancellation policy that will apply - the charge will be 1st night room rate and tax.

Parking Information

Parking is complimentary



The Miraval Life in Balance Spa is delighted to extend a one-time offer of 20% off a 50 minute treatment to each of this year’s UCI women’s retreat attendees between October 9 - October 18 2017.
Book at least one week in advance at AMontevideo@monarchbeachresort.comor 949-234-3878. Please ask for Amanda Montevivideo.


This year’s attendees who are staying at the Resort enjoy the following Monarch Beach Golf benefits:

  1. Pay for one round, walk on and play for free for the rest of the day
  2. Enjoy $10 off golf club rentals
  3. Enjoy 5% off our best rate

See Flyer

Guests may book through the concierge or book through the golf counter at or 949-234-3271.


“Every year I look forward to the Retreat and I’m never disappointed. The speakers, the topics, and the friendships make this an outstanding event.”
Michela Fuller

“This Retreat provides a private educational environment for women to share valuable information and resources, network with like-minded individuals and build lasting relationships of support, inspiration, and knowledge.”
Sherri Bovino

“The speakers were excellent, it flowed wonderfully and best of all was the culture of camaraderie that was established. Everyone felt so comfortable expressing themselves.”
Catherine A. Sorensen

About Us

We believe affluent women continue to be overlooked in the marketplace. The Center for Investment and Wealth Management at the UCI Paul Merage School of Business organizes events for women that provide a safe and private educational environment. Programming focuses on critical family dynamics that, in many cases, are the most challenging issues. In addition to having several dynamic keynote women speakers, topic discussions are interactive with panel discussions made up of women peers from a variety of backgrounds who generously share their experiences. The Center’s intent is to provide meaningful discourse that is free of advertisements, marketing, firm sponsors or biases and is intended to be purely informational and educational. UC Irvine is a premiere academic research university and the Center is the premier resource for women managing wealth.

Planning Committee

Christopher G. Schwarz
Faculty Director, CIWM  

Angela Barbera
Steadfast Capital Markets 

Lupe Erwin (2017 co-chair)
Wood Gutmann & Bogart

Shiry Tannenbaum, Esq.
Minyard Morris

Carla Furuno (2017 co-chair)
City National Bank

Jordan Floriani, CFA
Affinity Investment Advisors 

Victoria Collins
Chair Emeritus

Catherine A. Sorensen
Empower Youth Charitable Fund 

Pat Soldano
Chair Emeritus

Lee Anne Maki
Associate Director, CIWM