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Upcoming events

Roundtable Dinner Discussion with Paul Donovan, Chief Economist, UBS Global Wealth Management

 

Join us for an exclusive roundtable event featuring Paul Donovan, Chief Economist at UBS Global Wealth Management. Paul will share his latest insights on the global economy, offering perspectives on market trends, inflation, and the shifting landscape for investors and business owners alike.

Location

Date & time

Speakers

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Location details provided upon RSVP

05 November, 20256:00 PM - 8:15 PM Central
  • Paul Donovan, UBS Chief Economist

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Roundtable Dinner Discussion - Private Markets M&A Update: 2024 Recap & 2025 Outlook

Join us for an exclusive roundtable dinner discussion designed for business owners and entrepreneurs. Start 2025 informed and inspired as we dive into a comprehensive recap of 2024 M&A activity and discuss key trends and opportunities for the year ahead.

This engaging conversation will feature Brian Fischbein, Managing Director at UBS Investment Bank, who brings deep expertise and valuable perspectives on the dynamic M&A landscape.

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In-person event - location details to be provided upon RSVP

04 March , 20256:00 PM - 8:15 PM Central
  • Brian Fischbein, Managing Director, UBS Investment Bank

House View Monthly Livestream (Election special): Voting update and sector deep dive

Kurt Reiman will provide an update on the vote count and outcome, while Jay Dobson, Energy Strategist, Kevin Dennean, Technology and Telecom Strategist, and Brad Ball, Financials Strategist, will dive into three of the most election-sensitive sectors.

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Virtual Event

07 November , 202412:00 PM - 1:00 PM Central
  • Jay Dobson, UBS Energy and Utilities Strategist
  • Kevin Dennean, UBS Technology and Telecom Strategist
  • Brad Ball, UBS Financials Strategist

Election First Take (Virtual Event)

Solita Marcelli, Chief Investment Officer Americas, will be joined by John Savercool, Head of Governmental Affairs US, David Lefkowitz, Head of US Equities, and Leslie Falconio, Head of Taxable Fixed Income Americas, to provide our rapid reaction to the current vote count, implications for equity and fixed income markets and more

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Virtual Event

06 November , 202412:00 PM - 1:00 PM Central
  • Solita Marcelli, UBS Chief Investment Officer Americas
  • John Savercool, UBS Head of Governmental Affairs US
  • David Lefkowitz, UBS Head of US Equities

State of Cybersecurity Roundtable Dinner - Opportunities, Threats, and Protection Strategies for Privately Held Companies feat. NightDragon

Business Owners / Entrepreneurs - Join us for an exclusive roundtable dinner discussion with Morgan Kyauk of NightDragon, the leading venture capital firm specializing in cybersecurity, secure tech, safety, and privacy. During the discussion, Morgan will share insights into the key opportunities and threats NightDragon is seeing in a rapidly changing technological world and what middle-market, privately held companies can do to protect themselves. 

Kindly RSVP as soon as possible, as seating is limited to 12 guests.

Location

Date & time

Speakers

Supporting links

Location details provided upon RSVP

17 October , 20246:00 PM - 8:15 PM Central
  • Morgan Kyauk, Managing Director, NightDragon

(In-Person Event) LIAB Roundtable Discussion Series: Road to the Election

Join us for an exclusive roundtable lunch featuring UBS Senior Lobbyist & Head of Public Policy, John Savercool. John will providing an update on the political landscape, insights on what voters can expect, and what to pay attention to as we approach the November election. 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. 

Location

Date & time

Speakers

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Locational details to be provided upon RSVP

02 September , 202411:45 AM - 2:00 PM Central
  • John Savercool, UBS Senior Lobbyist & Head of Public Policy

(In-Person Event) Financial Internet Fraud Prevention Lunch

Please join UBS and First Trust Portfolios for lunch at the Four Seasons, Stone's Crossing Room for a lively discussion on Financial Internet Fraud Prevention.

Location

Date & time

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Four Season's Hotel Stone's Crossing Room 98 San Jacinto Blvd Austin, TX 78701

06 August , 202412:00 PM - 2:00 PM Central
  • Raymond Schick, US Fraud Investigations, UBS
  • Scott Dawson, Vice President, First Trust Portfolios

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

Business Owners / Entrepreneurs, join us for an exclusive roundtable lunch 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.

Location

Date & time

Speakers

Supporting links

Location details provided upon RSVP

05 June , 202411:45 AM - 1:15 PM Central
  • Brian Fischbein, Managing Director, UBS Investment Bank

(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.

Location

Date & time

Speakers

Supporting links

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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