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Upcoming events

Roundtable Dinner Discussion with Admiral Jonathan Greenert, Former Chief of Naval Operations, U.S. Navy - Geopolitical Update

Join us for an exclusive roundtable dinner with Admiral Jonathan Greenert, 30th Chief of Naval Operations, as he shares a strategic perspective on today’s shifting geopolitical landscape. From great power competition to emerging global threats, Admiral Greenert will offer insights shaped by decades of military leadership and national security expertise—providing context to the forces shaping markets, influencing global supply chains, and creating both risks and opportunities for business owners navigating an increasingly interconnected world.

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Location details provided upon RSVP

23 September, 20256:00 PM - 8:15 PM Central
  • Admiral Jonathan Greenert, Former Chief of Naval Operations, U.S. Navy

Geopolitical Update Roundtable Dinner Invite

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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.

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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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"Spark Session"

An invite-only gathering of founders, and the advisors and allies who support them - featuring drinks, light bites. No formal agenda - just good conversation and meaningful connections.

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Location details provided upon RSVP

15 May , 20254:30 PM - 6:30 PM Central

    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

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    Location details provided upon RSVP

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

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