Scott D. MacDonald, CPWA®
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Event calendar

Market Update

Please join us for our September market outlook call to discuss our thoughts on the markets as we approach the end of the third quarter.

We'll also be joined by Jay Dobson to discuss the current state of the enery sector and what to expect for the rest of 2023 and beyond.

Please sumbit your questions ahead of time and we'll do our best to get all of them answered.

Hosted by
Scott D. MacDonald, CPWA®
Certified Private Wealth Advisor
Senior Vice President
UBS Private Wealth Management

J. Neil Bassett
Senior Vice President, Wealth
Management
Senior Portfolio Manager

Speakers
Howard Shore
Head of ETFs & CEFs Sales
UBS Financial Services

Jay Dobson
Executive Director, CIO Equity
Strategist
UBS Financial Services

Dial in: 1-646-931-3860
Meeting ID: 952 1173 8527
Passcode: 737041


Location

Date & time

Speakers

Supporting links

Conference Call

05 September , 202312:00 PM - 12:30 PM Eastern
  • Howard Shore
  • Jay Dobson, CFA

Market Update

Please join us for our October market outlook call as we kick off the last quarter of 2023.

We’ll be joined by Jung Cho from our Fixed Income solutions team to discuss the current state of the bond market where we see rates going as we head into 2024.

Please submit your questions ahead of time and we’ll do our best to get all of them answered.

Hosted by
Scott D. MacDonald, CPWA®
Certified Private Wealth Advisor
Senior Vice President
UBS Private Wealth Management

J. Neil Bassett
Senior Vice President, Wealth
Management
Senior Portfolio Manager

Speakers
Howard Shore
Head of ETFs & CEFs Sales
UBS Financial Services

Jung Cho
Fixed Income Strategist
UBS Financial Services

Location

Date & time

Speakers

Supporting links

Conference Call

03 October , 202312:00 PM - 12:30 PM Eastern
  • Howard Shore
  • Jung Cho

Market Update

Please join us for our November market outlook call as we inch closer to the end of 2023.

Given the recent tragic events occurring in the Middle East and the ongoing conflict in Eastern Europe, we’ll be discussing how global conflict can have an impact on markets.

Please submit your questions ahead of time and we’ll do our best to get all of them answered.

Hosted by
Scott D. MacDonald, CPWA®
Certified Private Wealth Advisor
Senior Vice President
UBS Private Wealth Management

J. Neil Bassett
Senior Vice President, Wealth
Management
Senior Portfolio Manager

Speaker
Howard Shore
Head of ETFs & CEFs Sales
UBS Financial Services

Dial in: 1-646-931-3860
Meeting ID: 978 5262 0058
Passcode: 438952

Location

Date & time

Speakers

Supporting links

Conference Call

07 November , 202312:00 PM - 12:30 PM Eastern
  • Howard Shore

Market Update

Please join us for our final market outlook call as we wrap up 2023.

Howard and I will be re-capping the events of 2023 and how you should think about positioning your portfolio as we close out the year.

Please submit your questions ahead of time and we’ll do our best to get all of them answered.

Hosted by
Scott D. MacDonald, CPWA®
Certified Private Wealth Advisor
Senior Vice President
UBS Private Wealth Management

J. Neil Bassett
Senior Vice President, Wealth
Management
Senior Portfolio Manager

Speaker
Howard Shore
Head of ETFs & CEFs Sales
UBS Financial Services

Location

Date & time

Speakers

Supporting links

Conference Call

12 December , 202312:00 PM - 12:30 PM Eastern
  • Howard Shore

Market Update

Please join us for our final market outlook call as we wrap up 2023.

Howard and I will be re-capping the events of 2023 and how you should think about positioning your portfolio as we close out the year.

Please submit your questions ahead of time and we’ll do our best to get all of them answered.

Hosted by
Scott D. MacDonald, CPWA®
Certified Private Wealth Advisor
Senior Vice President
UBS Private Wealth Management

J. Neil Bassett
Senior Vice President, Wealth
Management
Senior Portfolio Manager

Speaker
Howard Shore
Head of ETFs & CEFs Sales
UBS Financial Services

Location

Date & time

Speakers

Supporting links

Conference Call

12 December , 202312:00 PM - 12:30 PM Eastern
  • Howard Shore

Market Update

Please join us for our Q2 market outlook call. We’ll be discussing what’s working in 2024 as earnings season comes to a close. We’ll also spending some time talking about our views on rates, ongoing global conflicts and the upcoming election.

Please submit your questions ahead of time and we’ll do our best to get all of them answered.

Hosted by
Scott D. MacDonald, CPWA®
Certified Private Wealth Advisor
Senior Vice President
UBS Private Wealth Management

J. Neil Bassett
Senior Vice President, Wealth
Management
Senior Portfolio Manager

Speaker
Howard Shore
Head of ETFs & CEFs Sales
UBS Financial Services

Dial in: 1-888-788-0099
Meeting ID: 968 7827 6541
Passcode: 690050

Location

Date & time

Speakers

Supporting links

Conference call

07 May , 202412:00 PM - 12:30 PM Eastern
  • Howard Shore

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