Jane Buchan Impact Report

2020 - 2021 IMPACT REPORT Prepared for Mrs. Jane Buchan

THANK YOU

You are making a difference.

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PHILANTHROPY WITH PURPOSE At The Paul Merage School of Business, we are committed to providing support for our diverse student body to ensure that the best and brightest receive a top-tier education, regardless of wealth or background.

We are fortunate to benefit from the generosity of our alumni and community members whose dedication to our student body serve as a philanthropic priority.

This investment has opened doors for students with new scholarship access, unlocked innovative research opportunities, and continued to build lasting relationships throughout the Orange County community and beyond.

We are training the next generation of leaders in a digitally driven world and challenging them to create a brilliant future.

Thank you for your unwavering support that continues to inspire and impact students both at the undergraduate and graduate levels. Because of you, they are becoming the leaders of tomorrow.

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LEADERSHIP FOR A DIGITALLY DRIVEN WORLD

As a top research institution, UCI is recognized nationally and internationally for its schools, including The Paul Merage School of Business, which offers a collaborative and innovative learning environment that challenges students to think creatively, anticipate change and lead strategic growth in a competitive, technology-intensive global economy.

Our world-class faculty and staff thrive on that success. With rigorous coursework that includes a pronounced emphasis on technological leadership, an engaged and impressive alumni network and a global business focus, the Merage School experience is at the forefront of business education.

#8

#3

IN THE WORLD FOR PERCENTAGE OF FEMALE STUDENTS (Financial Times, 2021)

FULL-TIME MBA AMONG PUBLIC INSTITUTIONS (Financial Times, 2021)

#8 4

EXECUTIVE MBA AMONG U.S. BASED SCHOOLS (Financial Times, 2020)

Graduate Programs The Merage School offers education inside and outside of the classroom that prepares students for leadership in a digitally driven world. A combination of experiential learning, expert faculty, powerful networks of students, alumni and business communities create an atmosphere to enrich students’ careers upon obtaining their degree.

The Merage School reaches gender parity in Master’s Programs: 50% of students are women.

The MBA for Executives (EMBA) program ranked as the #1 EMBA program in Southern California.

(Financial Times, 2020)

The Fully Employed MBA program set a record enrollment with 129 students joining in Fall 2020 - the largest class in 17 years.

Undergraduate Programs PhD Programs

Business leaders make decisions that are more complex than ever before requiring them to understand the full scope of an organization and its potential in a global economy. At the Merage School, undergraduate students explore theories and concepts of effective business management that can apply in a wide variety of careers. Our team-based program provides essential leadership skills for a global market.

13,000+ applications for Fall 2020

The Doctor of Philosophy in Management prepares students for a career in teaching and scholarly research at the university level. This full-time program emphasizes a strong foundation in both methodological and theoretical training. Highly individualized, the doctoral program allows students to pursue their own areas of interest.

Candidates are expected to work closely with the Merage School faculty members.

37% Low Income 15 % Underrepresented Minority Groups

60 %

46% First Generation Students 10% International Students

Female Students

52% Female Students

70 %

International Students

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DENTS FROM THE FIRST HORT ATTENDED COLLEGE

CENTER FOR INVESTM AND PA

Mission: To provide financial e

The Center for Investment and Wealth Management (CIWM) began its inaugural year in 2006 and has provided financial literacy education to more than

55,000 individuals Pacific Life LIFEvest Financial Literacy Program

OVER

400

STUDENTS DIRECTLY IMPACTED

The Pacific Life LIFEvest Financial Literacy Program is dedicated to assisting underserved 9th and 10th graders from Southern California. Designed for high school students who have the potential to be a first generation college student, the Center for Investment and Wealth Management stregthens their knowledge of financial concepts, exposes students to a college campus and encourages participants to attend college.

In fall 2020, CIWM held it first-ever virtual LIFEvest program.

During this remote delivery, over high schoolers participated - all having the potential to be first-generation college students.

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MY DAUGHTER, RAQUEL ORNELAS, PARTICIPATED IN LIFEVEST ABOUT FOUR YEARS AGO. SINCE THEN, RAQUEL HAS BEEN AWARDED A FOUR-YEAR SCHOLARSHIP FOR OVER $200,000! SHE STILL REMEMBERS THE PROGRAM AND WILL TALK ABOUT IT TO FRIENDS FROM TIME TO TIME. I BELIEVE THAT THIS IS A GREAT COURSE FOR TEENAGERS. -JUANA, RACQUEL’S MOTHER

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i

CI C

MENT AND WEALTH MANAGMENT AAMCO FACULTY EXCELLENCE FUND

education to individuals across all socio-economic backgrounds

2021: Clayton State’s College of Business,

in Atlanta, Georgia, offers LIFEvest Financial Literacy Program for high school students.

IWM’s newest partnership with Clayton State College now brings underrepresented 9th and 10th graders to campus

10,000

Over viewers have participated in economic forecasts, women’s financial planning workshops, and many other community outreach events, including those with W.I.S.E

PAAMCO Faculty Excellence Fund In 2011, the PAAMCO Faculty Excellene Fund was established at The Paul Merage School of Business. This current use fund’s purpose was to support to faculty members specializing in the area of finance.

At the Merage School, we not only provide students with a wide base of financial knowledge, we assist them in developing new skills to unlock the potential of finance in the digital world. To support this broad objective, the Merage School’s faculty are renowned for their expertise in investments, money management, behavioral finance, risk management and financial economic theory.

“I am passionate about finance. If you asked me my long-term goal, it is very simple: I want to share financial literacy with as many people as possible.

There is such a need for this at all levels of society and I’d like to find a way for us to reach a broader audience.”

- Christopher Schwarz, Associate Professor of Finance, Faculty Director of Center for Investment and Wealth Management

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#

IN THE WORLD FOR PERCENTAGE OF FEMALE FACULTY Financial Times, 2021 7

100 + H

JANE BUCHAN AND PAAMCO’S CHARITABLE CONTRIBUTIONS TO THE MERAGE SCHOOL

$977,500

Merage School Building Fund

100+H 100+H

$501,000

$535,000

100 + H

$12,000

PAAMCO Faculty Excellence Fund in Finance

The Center for Digital Transformation

$5,000

The Center for Investment & Wealth Management & LIFEvest Financial Literacy Program

$60,000

Merage School Corporate Partners

The Beall Center for Innovation and Entrepreneurship

Cumulative Commitments to the Merage School

$2,090,500 8

THE MERAGE SCHOOL STATE OF ENDOWMENT $29,602,006

Growth, Market Value and Breakdown As of March 2021 $35,000,000

$29,602,006

$30,000,000 $25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000

2021

2020

2019

2018

2017

2016

2015

2014

2013

2012

2011

2010

2009

2007

2006

2005

2004

2003

2002

2001

2000

$0

23+40+289D Research 9%

Department Support 23%

Student Support 28%

Chairs 40%

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LOOKING AHEAD The Paul Merage School of Business is grateful for the generosity of staff, alumni and community members as we continue to support our student body at the highest level possible. During the course of our comprehensive capital campaign, Brilliant Future, UCI seeks to increase its philanthropic gifts through private resources. An investment in the Merage School is an investment in the future of your community. Your commitment and your generosity ensures our three campaign priorities are achieved.

Access

Scholarships and Fellowships

Innovation

Faculty and Student Research

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Legacy

Leave your legacy for the next generation

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