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 |
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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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|---|---|---|---|
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Virtual Event |
06 November , 202412:00 PM - 1:00 PM Central |
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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.
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Date & time |
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|---|---|---|---|
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Location details provided upon RSVP |
17 October , 20246:00 PM - 8:15 PM Central |
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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.
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Date & time |
Speakers |
Supporting links |
|---|---|---|---|
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Locational details to be provided upon RSVP |
02 September , 202411:45 AM - 2:00 PM Central |
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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.
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Date & time |
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|---|---|---|---|
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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 |
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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.
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Date & time |
Speakers |
Supporting links |
|---|---|---|---|
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Location details provided upon RSVP |
05 June , 202411:45 AM - 1:15 PM Central |
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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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Date & time |
Speakers |
Supporting links |
|---|---|---|---|
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Location details provided upon RSVP |
17 April , 20246:00 PM - 8:00 PM 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.
| Location |
Date & time |
Speakers |
Supporting links |
|---|---|---|---|
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RSVP for Zoom link and calendar invite |
27 March , 20244:00 PM - 5:00 PM 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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Date & time |
Speakers |
Supporting links |
|---|---|---|---|
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RSVP for Zoom link and calendar invite |
21 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.
| Location |
Date & time |
Speakers |
Supporting links |
|---|---|---|---|
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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 an update on the US residential and commercial real estate market, along with a comprehensive outlook for the remainder of 2024.
| Location |
Date & time |
Speakers |
Supporting links |
|---|---|---|---|
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RSVP for Zoom link and calendar invite |
21 February , 202411:00 AM - 11:45 AM 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.
| Location |
Date & time |
Speakers |
Supporting links |
|---|---|---|---|
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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 markets from our Chief Investment Officer, Mark Haefele.
| Location |
Date & time |
Speakers |
Supporting links |
|---|---|---|---|
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CIO Livestream Event |
07 December , 202312:00 PM - 1:00 PM Central |
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