Tune in to find out what to expect from Washington in 2024 from the perspective of Mike Ryan and John Savercool.
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27 March, 20244:00 PM - 5:00 PM Central |
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March 27 2024
4:00 PM-5:00 PM Central
Business Owners / Entrepreneurs, join us for an exclusive roundtable dinner discussion highlighting on the 5 things every business owner should know, and think through, to maximize the value of their business before they eventually sell, featuring Sean Hutchinson, Partner, Ready for Next Advisory Group.
We'll discuss the top value drivers and killers, walk through the intangible forms of capital, three legs, and finally, understanding if your company is ready and attractive to a buyer.
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17 April, 20246:00 PM - 8:00 PM Central |
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April 17 2024
6:00 PM-8:00 PM Central
Business Owners / Entrepreneurs, join us for an exclusive roundtable dinner discussion featuring Brian Fischbein, Managing Director, UBS Investment Bank, who will provide an update on M&A activity so far in 2024, as well as his thoughts on what to expect for the second half of the year.
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Location details provided upon RSVP |
05 June, 20246:00 PM - 8:00 PM Central |
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June 05 2024
6:00 PM-8:00 PM Central
Hosted at the Four Seasons on Friday, April 14th at 11:30am. John will provide an overview of the current political landscape and what to expect with federal/public policy (i.e., debt ceiling debate!). John has an uncanny ability to tie in wit and humor to what can otherwise be described as “the mundane”, and we’re looking forward to this time with him.
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Ciclo at the Four Seasons |
14 April , 202311:30 AM - 1:00 PM Central |
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Hosted at the Four Seasons on Friday, April 14th at 11:30am. John will provide an overview of the current political landscape and what to expect with federal/public policy (i.e., debt ceiling debate!). John has an uncanny ability to tie in wit and humor to what can otherwise be described as “the mundane”, and we’re looking forward to this time with him.
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Ciclo at the Four Seasons |
14 April , 202311:30 AM - 1:00 PM Central |
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This year’s UBS Global Family Office Report offers a unique window into the actions of 230 of the world’s largest family offices in response to the latest market and economic developments.
Join us for an exclusive broadcast available on May 31, 2023 where we’ll discuss the report’s findings.
Hosted by George Athanasopoulos – Co-Head of Global Markets and Head of Global Family & Institutional Wealth
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Overseas Broadcast (please request replay from atxwealthpartners@ubs.com) |
31 May , 20232:00 AM - 2:30 AM Central |
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Please join us for a Zoom conversation with Joyce Crivellari and Rebecca Sterling, Senior Wealth Strategists with UBS's Advanced Planning Group, where we will be taking a deep dive into strategic financial planning for business owners.
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Virtual Event |
20 July , 20231:00 PM - 1:45 PM Central |
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Please join us for a Zoom conversation with Joyce Crivellari and Rebecca Sterling, Senior Wealth Strategists with UBS's Advanced Planning Group, where we will be taking a deep dive into strategic financial planning for business owners.
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Virtual Event |
20 July , 20231:00 PM - 1:45 PM Central |
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Jennifer Gabrielli, Head of Ultra High Net Worth Client Solutions, will moderate a panel discussion on the Commercial Real Estate landscape and current market outlook. She will be joined by Head of Commercial Real Estate Stabilized Products within UBS’ Bank USA, Shawn Conover, Real Estate & Lodging Analyst for the Americas within UBS’ Chief Investment Office, Jonathan Woloshin, and Vice Chairman for CBRE Los Angeles, Todd Doney.
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Virtual Event |
25 July , 20231:00 PM - 2:00 PM Central |
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Join us for an upcoming webinar for business owners considering an exit.
Coming off an active market for mergers and acquisitions, the latest UBS Investor Watch looks at business owners who now face headwinds from higher interest rates, inflation and political uncertainty. We spoke with owners considering an exit and those who recently sold their business.
Among current business owners, we found that many fear they missed their best chance to sell. But experts advise that opportunities still exist and the key to attracting the right buyer is to plan ahead. As for business owners who recently sold, most wish they’d taken more time to prepare. They’d agree: start planning now to be ready when the winds shift and opportunity arrives.
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Zoom Event |
02 August , 202312:00 PM - 12:45 PM Central |
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We are thrilled to invite you to an exclusive virtual event aimed at empowering women business owners to achieve unparalleled success. Join us for a captivating conversation with UBS Financial Professionals, Bianca Benedetti-Fang and Nicole Herman, as we delve into the unique challenges faced by women in the business world and uncover actionable solutions to overcome them.
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Virtual Event |
29 August , 20231:00 PM - 1:30 PM Central |
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As we approach year-end, traditionally when our giving comes more into focus, please join us for a Zoom conversation with Debra Phares, UBS Senior Strategist in Family Advisory and Philanthropy Services, for a comprehensive discussion on year-end charitable planning strategies. Debra will shed light on the concept of Donor Advised Funds (DAFs), provide a comparative analysis to private foundations and outline the pros and cons of each. The session will also cover three strategic approaches to year-end charitable giving, empowering you to make the most of your philanthropic efforts.
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Virtual Event |
07 September , 20232:00 PM - 2:30 PM Central |
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As we approach year-end, traditionally when our giving comes more into focus, please join us for a Zoom conversation with Debra Phares, UBS Senior Strategist in Family Advisory and Philanthropy Services, for a comprehensive discussion on year-end charitable planning strategies. Debra will shed light on the concept of Donor Advised Funds (DAFs), provide a comparative analysis to private foundations and outline the pros and cons of each. The session will also cover three strategic approaches to year-end charitable giving, empowering you to make the most of your philanthropic efforts.
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Virtual Event |
07 September , 20232:00 PM - 2:30 PM Central |
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Please join us for a roundtable dinner discussion with Sean Hutchinson, Partner of Strategic Development at Ready for Next Advisory Group, to highlight the five things every business owner should know to maximize the value of their business before they eventually sell.
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Roundtable Dinner Discussion |
20 September , 20236:00 PM - 8:00 PM Central |
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Please join us for a roundtable dinner discussion with Sean Hutchinson, Partner of Strategic Development at Ready for Next Advisory Group, to highlight the five things every business owner should know to maximize the value of their business before they eventually sell.
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Roundtable Dinner Discussion |
20 September , 20236:00 PM - 8:00 PM Central |
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Obesity is among the world’s largest public health crises, with the number of impacted adults projected to jump 50% by 2030. So what does the future hold for these medications, and what could the impact be on society, the economy, the healthcare sector, and more? We invite you to a conversation with Dr. Jamie Kane, Director, Northwell Health Center for Weight Management, and Paul Donovan, Chief Economist, UBS Global Wealth Management, hosted by Anthony Pastore.
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Live Webinar |
02 October , 202312:00 PM - 12:45 PM Central |
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Obesity is among the world’s largest public health crises, with the number of impacted adults projected to jump 50% by 2030. So what does the future hold for these medications, and what could the impact be on society, the economy, the healthcare sector, and more? We invite you to a conversation with Dr. Jamie Kane, Director, Northwell Health Center for Weight Management, and Paul Donovan, Chief Economist, UBS Global Wealth Management, hosted by Anthony Pastore.
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Live Webinar |
02 October , 202312:00 PM - 12:45 PM Central |
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On Thursday at 3 PM CT, our Chief Investment Office will be hosting a client conversation covering the attack on Israel by Hamas, what has happened so far, potential scenarios moving forward, and the near- and long-term implications.
General David H. Petraeus (US Army, Ret), Partner at KKR, Chairman of the KKR Global Institute, and former Director of the CIA, will join Solita Marcelli, Chief Investment Officer Americas for UBS Global Wealth Management, for the discussion.
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Livestream Event |
12 October , 20233:00 PM - 3:45 PM Central |
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On Thursday at 3 PM CT, our Chief Investment Office will be hosting a client conversation covering the attack on Israel by Hamas, what has happened so far, potential scenarios moving forward, and the near- and long-term implications.
General David H. Petraeus (US Army, Ret), Partner at KKR, Chairman of the KKR Global Institute, and former Director of the CIA, will join Solita Marcelli, Chief Investment Officer Americas for UBS Global Wealth Management, for the discussion.
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Livestream Event |
12 October , 20233:00 PM - 3:45 PM Central |
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As the situation in Israel continues to evolve, please join us live on Wednesday, 18 October, 11am CT, as Christl Novakovic and our expert panel provide an assessment of the latest developments, discuss the market impact, outlook, and share what to expect as the crisis unfolds.
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Virtual Livestream |
18 October , 202311:00 AM - 12:00 PM Central |
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UBS Athletes and Entertainers Client Segment invites you to a discussion on maximizing your NIL value.
Join us for a session that is aimed to guide young athletes on the growing value of NIL, the recruiting landscape, financial basics, managing your brand, and considerations before and after landing an NIL deal.
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Virtual Panel Discussion |
19 October , 20233:00 PM - 4:00 PM Central |
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FULL - please register to be added to the waitlist.
Business Owners / Entrepreneurs, join us for an exclusive dinner discussion, an opportunity to engage and learn from M&A attorney, Joseph Walsh. This event is tailored for business owners preparing for a sale, offering insights into necessary pre-sale preparations, transaction navigations, and strategies for post-sale protections.
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25 October , 20236:00 PM - 8:00 PM Central |
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Monthly Livestream: UBS Chief Investment Officer, Mark Haefele, and colleagues from around the world discuss the state of play in global markets and recommendations for investors.
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Virtual Livestream |
02 November , 202312:00 PM - 12:45 PM Central |
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Monthly Livestream: UBS Chief Investment Officer, Mark Haefele, and colleagues from around the world discuss the state of play in global markets and recommendations for investors.
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Virtual Livestream |
02 November , 202312:00 PM - 12:45 PM Central |
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As the Israel-Hamas war continues, the UBS Chief Investment Office is dedicated to keeping you updated on the latest developments, what could happen next, and the broader implications.
With this in mind, on November 7 Solita Marcelli, Chief Investment Officer Americas, will host a special client conversation with Ambassador Dennis Ross, Former Special Assistant to the President and Former White House National Security Council Senior Director for the Central Region.
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Livestream Event |
07 November , 20232:00 PM - 2:45 PM Central |
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Join us live on 21 November at 10am CT, as Chief Investment Officer Mark Haefele and colleagues around the world discuss “Year Ahead 2024: A new world”.
Since the COVID pandemic of 2020, we’ve entered a new world: One defined by economic, social and political uncertainty—but also profound technological change. 2023 was a historic year for markets. Bond yields reached their highest level in more than 15 years. The first trillion-dollar artificial intelligence company was crowned. And the US economy powered ahead, confounding expectations. What can we expect in the year and decade ahead?
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UBS CIO Livestream |
21 November , 202310:00 AM - 11:00 AM Central |
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Join us live on 21 November at 10am CT, as Chief Investment Officer Mark Haefele and colleagues around the world discuss “Year Ahead 2024: A new world”.
Since the COVID pandemic of 2020, we’ve entered a new world: One defined by economic, social and political uncertainty—but also profound technological change. 2023 was a historic year for markets. Bond yields reached their highest level in more than 15 years. The first trillion-dollar artificial intelligence company was crowned. And the US economy powered ahead, confounding expectations. What can we expect in the year and decade ahead?
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UBS CIO Livestream |
21 November , 202310:00 AM - 11:00 AM Central |
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Tune in for an update on the markets from our Chief Investment Officer, Mark Haefele.
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CIO Livestream Event |
07 December , 202312:00 PM - 1:00 PM Central |
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Business Owners / Entrepreneurs, join us for a roundtable discussion featuring a recap of 2023’s private equity and debt market activity, along with expert insights on what to expect in 2024.
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Location details provided upon RSVP |
23 January , 20246:00 PM - 8:00 PM Central |
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Business Owners / Entrepreneurs, join us for a roundtable discussion featuring a recap of 2023’s private equity and debt market activity, along with expert insights on what to expect in 2024.
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Location details provided upon RSVP |
23 January , 20246:00 PM - 8:00 PM Central |
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Tune in for an update on the US residential and commercial real estate market, along with a comprehensive outlook for the remainder of 2024.
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RSVP for Zoom link and calendar invite |
21 February , 202411:00 AM - 11:45 AM Central |
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Join us for a 15-minute briefing, featuring Erik Seeney, Executive Director, UBS Wealth Planning Strategist, on the impending changes due to the sunsetting provisions of the TCJA. This session will focus on key aspects such as the significant reduction in lifetime gift and estate tax deductions.
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RSVP for Zoom link and calendar invite |
20 March , 202411:00 AM - 11:15 AM Central |
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Join us for a 15-minute briefing, featuring Erik Seeney, Executive Director, UBS Wealth Planning Strategist, on the impending changes due to the sunsetting provisions of the TCJA. This session will focus on key aspects such as the significant reduction in lifetime gift and estate tax deductions.
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RSVP for Zoom link and calendar invite |
20 March , 202411:00 AM - 11:15 AM Central |
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Tune in for our brief, high-impact session covering the new reporting requirements under the Corporate Transparency Act, featuring Erik Seeney, Executive Director, UBS Wealth Planning Strategist.
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RSVP for Zoom link and calendar invite |
21 March , 202411:00 AM - 11:15 AM Central |
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Tune in to find out what to expect from Washington in 2024 from the perspective of Mike Ryan and John Savercool.
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RSVP for Zoom link and calendar invite |
27 March , 20244:00 PM - 5:00 PM Central |
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