Upcoming events

2024 Election Update

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

  • Mike Ryan, CFA, Divisional Vice Chairman, UBS Global Wealth Management
  • John Savercool, Head of U.S. Office of Public Policy, UBS Americas

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(In-Person Event) LIAB Roundtable Discussion Series: Value Acceleration 2.0

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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Location details provided upon RSVP

17 April, 20246:00 PM - 8:00 PM Central

  • Sean Hutchinson, Managing Partner, Strategic Development, Ready for Next Advisory Group

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(In-Person Event) LIAB Roundtable Discussion Series: Private Markets M&A Update

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

  • Brian Fischbein, Managing Director, UBS Investment Bank

Lunch with UBS Senior Lobbyist & Head of US Office of Public Policy, John Savercool.

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

  • John Savercool

Lunch with UBS Senior Lobbyist & Head of US Office of Public Policy, John Savercool.

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

  • John Savercool

Exclusive Broadcast: UBS Global Family Office Report 2023

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

  • Aline Haerri – Great Wealth Advisory
  • Maximilian Kunkel – Chief Investment Officer GFIW
  • Eric Schatz – Head GFIW Business Development

Invite: UBS Global Family Office Report 2023

Advanced Planning Strategies for Business Owners: Harnessing Pre-liquidity and Qualified Small Business Stock

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

  • Joyce Crivellari & Rebecca Sterling, Senior Wealth Strategists, UBS Advanced Planning Group

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Advanced Planning Strategies for Business Owners: Harnessing Pre-liquidity and Qualified Small Business Stock

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

  • Joyce Crivellari & Rebecca Sterling, Senior Wealth Strategists, UBS Advanced Planning Group

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UHNW Client Solutions Exclusive: Commercial Real Estate

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

  • Shawn Conover, Head of Commercial Real Estate Stabilized Products within UBS’ Bank USA
  • Jonathan Woloshin, Real Estate & Lodging Analyst within UBS’ Chief Investment Office
  • Todd Doney, Vice Chairman for CBRE Los Angeles

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UBS Investor Watch - Selling a business

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

  • James Jack, Managing Director, Head of Business Owners and Multigenerational Wealth Client Segments, UBS Global Wealth Management
  • Brian Fischbein, Managing Director, Private Financing Markets & OneBank Coverage, UBS Investment Bank
  • Carrie Larson, Executive Director, Senior Wealth Strategist, Advanced Planning, UBS Global Wealth Management

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Empowering Women Business Owners for Success

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

  • Bianca Benedetti-Fang, Executive Director, Business Owner Segment
  • Nicole Herman, Director, Women's Client Segment

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Maximizing Year-End Philanthropy

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

  • Debra Phares, Senior Strategist, UBS Family Advisory and Philanthropy Services

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Maximizing Year-End Philanthropy

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

  • Debra Phares, Senior Strategist, UBS Family Advisory and Philanthropy Services

View Invitation

(In-Person Event) LIAB Roundtable Discussion Series: Value Acceleration

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.

Location

Date & time

Speakers

Supporting links

Roundtable Dinner Discussion

20 September , 20236:00 PM - 8:00 PM Central

  • Sean Hutchinson, Partner, Strategic Development, Ready for Next Advisory Group

View Invitation

(In-Person Event) LIAB Roundtable Discussion Series: Value Acceleration

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.

Location

Date & time

Speakers

Supporting links

Roundtable Dinner Discussion

20 September , 20236:00 PM - 8:00 PM Central

  • Sean Hutchinson, Partner, Strategic Development, Ready for Next Advisory Group

View Invitation

CIO Livestream - Obesity therapies: Weighing the impact

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

  • Dr. Jamie Kane, Director, Northwell Health Center for Weight Management
  • Paul Donovan, Chief Economist, UBS Global Wealth Management

View Invitation

CIO Livestream - Obesity therapies: Weighing the impact

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

  • Dr. Jamie Kane, Director, Northwell Health Center for Weight Management
  • Paul Donovan, Chief Economist, UBS Global Wealth Management

View Invitation

CIO Livestream: Hamas attack on Israel - Outlook and Implications

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

  • General David H. Petraeus (US Army, Ret), Partner at KKR, Chairman of the KKR Global Institute, and former Director of the CIA
  • Solita Marcelli, Chief Investment Officer Americas for UBS Global Wealth Management

View Invitation

CIO Livestream: Hamas attack on Israel - Outlook and Implications

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

  • General David H. Petraeus (US Army, Ret), Partner at KKR, Chairman of the KKR Global Institute, and former Director of the CIA
  • Solita Marcelli, Chief Investment Officer Americas for UBS Global Wealth Management

View Invitation

UBS Livestream - The Israel-Hamas war: an expert assessment

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

  • Christl Novakovic – Head, UBS Global Wealth Management, Europe, Middle East and Africa
  • Mark Haefele – Chief Investment Officer, UBS Global Wealth Management
  • Martin Indyk – Special US Envoy Israeli–Palestinian negotiations 2013–2014; US Ambassador to Israel (2000–2001 and 1995–1997)

View Invitation

Navigating the Name, Image and Likeness (NIL) Landscape

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

  • Gradey Dick, 1st Round NBA Draft pick (2023), NBA Forward, Toronto Raptors
  • Cecil White, Talent Agent, WME Sports
  • Melissa Lilly, UBS Wealth Planning Strategist, author of UBS’ whitepaper “The NIL Playbook”

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(In-Person Event) LIAB Roundtable Discussion Series: Navigating the complexities of a business sale

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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Location details provided upon RSVP

25 October , 20236:00 PM - 8:00 PM Central

  • Joseph Walsh, Attorney, Selman Munson & Lerner P.C.

View Invitation

UBS Monthly CIO Livestream

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

  • Mark Haefele, UBS Chief Investment Officer

UBS Monthly CIO Livestream

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

  • Mark Haefele, UBS Chief Investment Officer

Israel-Hamas war: Outlook and implications

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

  • Ambassador Dennis Ross, Former Special Assistant to the President and Former White House National Security Council Senior Director for the Central Region
  • Solita Marcelli, Chief Investment Officer Americas

View Invitation

UBS Year Ahead 2024: A new world

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

  • Mark Haefele, UBS Chief Investment Officer

View Invitation

UBS Year Ahead 2024: A new world

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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Supporting links

UBS CIO Livestream

21 November , 202310:00 AM - 11:00 AM Central

  • Mark Haefele, UBS Chief Investment Officer

View Invitation

UBS Chief Investment Office Market Update

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

  • Mark Haefele, UBS Chief Investment Officer

(In-Person Event) LIAB Roundtable Discussion Series: Private Equity & Debt Sector - 2023 Recap & 2024 Outlook

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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Supporting links

Location details provided upon RSVP

23 January , 20246:00 PM - 8:00 PM Central

  • Bob Glowniak, Managing Director – Investment Banking, KPMG Corporate Finance LLC
  • Mike Rudolph, Managing Director – Corporate Finance, KPMG Corporate Finance LLC

View Invitation

(In-Person Event) LIAB Roundtable Discussion Series: Private Equity & Debt Sector - 2023 Recap & 2024 Outlook

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.

Location

Date & time

Speakers

Supporting links

Location details provided upon RSVP

23 January , 20246:00 PM - 8:00 PM Central

  • Bob Glowniak, Managing Director – Investment Banking, KPMG Corporate Finance LLC
  • Mike Rudolph, Managing Director – Corporate Finance, KPMG Corporate Finance LLC

View Invitation

US Real Estate Market Update + Outlook for 2024

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

  • Jonathan Woloshin, CFA, Real Estate & Lodging Analyst, UBS Chief Investment Office

Reform Ready in 15 Minutes - Part 1: Impact of the Sunsetting Tax Cuts and Jobs Act (TCJA)

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

  • Erik Seeney, Executive Director, Wealth Planning Strategist, UBS Wealth Management Americas

View Invitation

Reform Ready in 15 Minutes - Part 1: Impact of the Sunsetting Tax Cuts and Jobs Act (TCJA)

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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Date & time

Speakers

Supporting links

RSVP for Zoom link and calendar invite

20 March , 202411:00 AM - 11:15 AM Central

  • Erik Seeney, Executive Director, Wealth Planning Strategist, UBS Wealth Management Americas

View Invitation

Reform Ready in 15 minutes - Part 2: New Reporting Requirements under the Corporate Transparency Act (CTA)

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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Supporting links

RSVP for Zoom link and calendar invite

21 March , 202411:00 AM - 11:15 AM Central

  • Erik Seeney, Executive Director, Wealth Planning Strategist, UBS Wealth Management Americas

2024 Election Update

Tune in to find out what to expect from Washington in 2024 from the perspective of Mike Ryan and John Savercool.

Location

Date & time

Speakers

Supporting links

RSVP for Zoom link and calendar invite

27 March , 20244:00 PM - 5:00 PM Central

  • Mike Ryan, CFA, Divisional Vice Chairman, UBS Global Wealth Management
  • John Savercool, Head of U.S. Office of Public Policy, UBS Americas

View Invitation