Global Innovation - The Paul Merage School of Business - University ...
Global Innovation - The Paul Merage School of Business - University ...
Global Innovation - The Paul Merage School of Business - University ...
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Center for Investment and Wealth<br />
Management, pledging nearly $2<br />
million to help launch the Center’s<br />
activities.<br />
To date, 36 Charter Members<br />
have signed on. “<strong>The</strong> Center is fortunate<br />
to have received an excellent<br />
response from the pr<strong>of</strong>essional community,”<br />
says Mitchell Spann, Senior<br />
Director <strong>of</strong> Development for the<br />
<strong>Merage</strong> <strong>School</strong>. “Each <strong>of</strong> these<br />
Charter Members is critical to the<br />
success <strong>of</strong> this unique Center.”<br />
Spann reports that the Center also<br />
has the advantage <strong>of</strong> an innovative,<br />
highly skilled faculty comprising a<br />
blend <strong>of</strong> <strong>Merage</strong> faculty members,<br />
affiliated faculty from elsewhere on<br />
the UC Irvine and other campuses,<br />
and adjunct faculty members from<br />
the wealth management pr<strong>of</strong>essional<br />
community.<br />
<strong>The</strong> Center for Investment and<br />
Wealth Management is fast becoming<br />
known as the hub for research,<br />
study, and discussion <strong>of</strong> current critical<br />
issues facing the investment and<br />
wealth management industries.<br />
<strong>The</strong> Center for Investment and Wealth Management<br />
Charter Members:<br />
Pamela M. Adams, CFP<br />
Beacon Pointe Advisors<br />
Brown and Streza<br />
Pr<strong>of</strong>essor Nai-Fu Chen<br />
Canterbury Consulting<br />
Capital Research Company<br />
CBIZ<br />
City National Bank<br />
Comerica Bank<br />
Cymric Family Offices<br />
D&M Capital Management<br />
Falcon Investment Management<br />
Ferruzzo & Ferruzzo<br />
Fidelity Investments<br />
GR Capital Management<br />
Hollencrest Capital Management<br />
FOUNDING SPONSOR<br />
PAAMCO<br />
FOUNDING DIRECTORS<br />
Frank Kavanaugh<br />
Schwab Institutional<br />
Mont Pelerin Capital<br />
FOUNDING FRIENDS<br />
BNY Mellon Wealth Management<br />
Metropolitan West Capital<br />
FOUNDING MEMBERS<br />
Keller Investments<br />
Knightsbridge Asset Management<br />
Matters at Hand<br />
Merrill Lynch<br />
<strong>The</strong> Waltos Group <strong>of</strong><br />
Northwestern Mutual<br />
Payden & Rygel<br />
Select Portfolio Management<br />
Sweek Connolly & Company<br />
TRC/<strong>The</strong> Roberson Company<br />
Irving R Katz & Assoc<br />
Union Bank <strong>of</strong> CA<br />
Wachovia Securities<br />
Wealth Management Network<br />
Wood Gutmann & Bogart<br />
COLLABORATION<br />
Exiting Your <strong>Business</strong><br />
Options in Today’s Economy<br />
Discuss Real World Experiences with Current<br />
and Former <strong>Business</strong> Owners<br />
Changes in <strong>Business</strong> Valuation in Today's<br />
Marketplace<br />
Taxation, Tactics & Teams<br />
Succession Strategies & How to Avoid<br />
the Pitfalls<br />
Steps You Must Know to Lead Your<br />
<strong>Business</strong> to a Successful Exit<br />
DATE & TIME<br />
Thursday, March 19, 2009<br />
4:00 pm – 7:45 pm<br />
Includes reception<br />
Saturday, March 21, 2009<br />
8:30 am – 2:15 pm<br />
Includes light breakfast and luncheon<br />
merage.uci.edu/go/EducationalSeries<br />
45<br />
<strong>Merage</strong> | 2008 – 2009
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