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Upcoming events

Building Confidence in Volatile Markets

Market fluctuations are inevitable—but with a solid plan, you can stay focused and uncover opportunities even in uncertain times. Join us for an interactive session designed to give you practical tools to make informed decisions and navigate market volatility with confidence.

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17 December, 20252:00 PM - 2:45 PM Eastern
  • Justin Waring, Head of UBS Wealth Way Strategy and Solutions, UBS Chief Investment Office

Building Confidence in Volatile Markets Invite

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Fall Financial Market Insights

Navigating Opportunity Amid Easing and Uncertainty

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24 September , 20252:00 PM - 2:45 PM Eastern
  • Paul Hsiao, Asset Allocation Strategist, Chief Investment Office
  • Michael Gourd, Asset Allocation Strategist, Chief Investment Office

Fall Financial Market Insights Invite

The One Big Beautiful Bill: What founders need to know now

How the OBBB reshapes QSBS, income tax, and estate planning for founders

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20 August , 20252:00 PM - 2:45 PM Eastern
  • Christopher Karachale, Partner, Hanson Bridgett
  • Andrea Sanft, Senior Wealth Strategist, UBS Advanced Planning

The One Big Beautiful Bill Webinar invite

Summer Financial Market Insights

Key Trends, Risks, and Opportunities in a Shifting Economic Landscape

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23 July , 20252:00 PM - 2:45 PM Eastern
  • Brian Levitt, Global Market Strategist, Invesco

Summer Financial Markets Insights Invite

Q1 Financial Markets Overview: Navigating market volatility

Join us for an insightful webinar on the current financial market landscape. We'll delve into the ongoing market volatility and examine how policy uncertainties are impacting market performance. Additionally, we'll explore key trends and opportunities that are emerging and discuss expectations for Fed rate cuts in 2025.

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09 April , 20252:00 PM - 2:45 PM Eastern
  • Paul Hsiao, Asset Allocation Strategist, UBS Chief Investment Office
  • Michael Gourd, Asset Allocation Strategist, UBS Chief Investment Office

Q1 Financial Market Overview Invite

Private Investments: Do they belong in your portfolio?

Join us for an exclusive webinar featuring thought leaders from prominent private alternative investment firms. Gain valuable insights into market trends, investment strategies, and emerging opportunities directly from experts at Blackstone, Apollo, KKR, and Ares. This event offers a chance to deepen your understanding of the evolving landscape of private equity, credit, real estate, professional sports and other alternative asset classes.

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12 March , 20252:00 PM - 3:00 PM Eastern
  • Michael Cambias, Managing Director, Blackstone Private Wealth Solutions
  • Barry Miller, Chief Executive Officer, Ares Private Markets Fund
  • Daryl Litwak, CAIA Managing Director, Apollo Global Management | Justin Park, Managing Director, KKR Global Client Solutions

Private Investments Webinar Invite

Private Investments: Do they belong in your portfolio?

Join us for an exclusive luncheon featuring thought leaders from prominent private alternative investment firms. Gain valuable insights into market trends, investment strategies, and emerging opportunities directly from experts at Blackstone, Apollo, KKR, and Ares. This event offers a chance to network with industry professionals and deepen your understanding of the evolving landscape of private equity, credit, real estate, professional sports and other alternative asset classes.

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Invite Only - Register to be nominated to attend

13 February , 202511:30 AM - 1:30 PM Eastern
  • Michael Cambias, Managing Director, Blackstone Private Wealth Solutions
  • Justin Park, Managing Director, KKR Global Client Solutions
  • Chris Swensen Principal, Ares Management Corporation | Daryl Litwak, Managing Director, Apollo Global Management

2025 Financial Markets Outlook

Join us for an in-depth analysis of the 2025 financial markets outlook with expert speakers. The discussion will highlight key investment themes, including advancements in artificial intelligence, the path for interest rates, and developments in the power and resource sectors.

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29 January , 20252:00 PM - 2:45 PM Eastern
  • Jason Castelluccio, CIMA®, Client Portfolio Manager, Nuveen

2025 Financial Markets Outlook Invite

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