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The Heritage Project: Passing on Important Family Assets and Values
 

Why does 90% of inherited wealth disappear?

Why does some wealth last for hundreds of years?

Join us for a conversation about two iconic American families, the Rothschilds & the Vanderbilts, and the wealth they created. We will investigate the pitfalls and successes they experienced as their wealth traveled through the generations.

We will share how we’ve been able to apply the families’ best practices to assist modern-day families as they preserve and grow their wealth.

Speakers

Featured Speaker

Dan Melahan, CIMA
Senior Advisor Consultant at OppenheimerFunds

Daniel Melehan is an OppenheimerFunds Senior Advisor Consultant for the Orange County, CA area. Daniel takes a truly consultative approach to supporting financial advisors by taking the time to understand their business and offer a broader range of insights, tools and resources to enhance the success of their practice.

This includes not only investment expertise, but also acting as a partner to help advisors build and run their practice with the added resource of the award-winning OppenheimerFunds CEO Advisor InstituteSM. Daniel offers actionable insights that enable advisors to enhance the expertise of their team, structure of their practice, client-service standards, new business development and wealth management strategies.

Daniel has been with Oppenheimer Funds since 2007. Prior to joining OppenheimerFunds Daniel worked as a Vice President at American Funds. He also held the position of Vice President at Putnam Investments, and began his career at Putnam. Daniel holds a B.S. in Marketing from Lehigh University in Bethlehem, PA.

Daniel holds the Series 6, 7, 26 and 63 licenses. In his spare time, Daniel enjoys coaching baseball for his two sons, Connor (11) and Brendan (7), playing golf, and playing tennis with his wife of 16 years, Jennifer.

Moderator

Adam MacDonald
Managing Director and Wealth Manager at First Republic Investment Management

Mr. MacDonald joined First Republic in 2018. Prior to joining First Republic, Mr. MacDonald was a Senior Vice President with the Wells Fargo Private Client Group where he advised on and implemented tailored strategies for his high net worth clientele.

Mr. MacDonald has been recognized by Forbes in 2017 as a top Next Generation Wealth Advisor. To qualify for the Forbes Top Next Generation Advisers list, advisors had to be born 1980 or later and had to have 10 years of experience. Quantitatively the advisers were scored by revenue produced, assets under management, compliance records and industry experience.

Mr. MacDonald is a graduate of Phillips Academy Andover and holds a Bachelor of Arts in communication from Boston University.

Wealth Management Experience: Since 2006

Program

9:30 AM - 10:00 AM  Registration
10:00 AM - 11:30 AM Main Event
11:30 AM - 12:30 PM Light Lunch Reception Sponsored by Oppenheimer Funds

Location

The event is held at the UCI Merage School Auditorium (SB1 1200).

To join us, please drive to the parking kiosk on the first floor of the Social Sciences Parking Structure. Parking is complimentary, and the Social Science Parking Structure is located on the corner of Campus Drive and Stanford. Let the parking attendant know you are here for the CIWM event.

See Maps & Directions.

Merage School Building

REGISTER NOW

 

Event Details

Date: 10.06.2018
Time: 10:00 a.m. - 11:30 a.m.
Event Type: Public

Venue

UCI Merage School Auditorium
SB1 1200
4293 Periera Drive
Irvine, CA 92697

Organizer

Center for Investment and Wealth Management
lmaki@uci.edu
949.824.2675