Upcoming events

(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.

(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.

(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.

2024 Election Update

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

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. 

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.

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.

(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.

UBS Chief Investment Office Market Update

Tune in for an update on the markets from our Chief Investment Officer, Mark Haefele. 

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?

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. 

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.

(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.

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.

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.

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. 

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.

(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.

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.