Private Markets Outlook: Private Equity & Private Credit

The past two years have been a perfect example as to why private, alternative investments are significant portfolio diversifiers. In a period of time ripe with stock and bond volatility, private markets have provided more steady returns. Join us to discuss the current landscape for alternative investments, particularly private credit and private equity.

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13 December, 20232:00 PM - 2:45 PM Eastern

  • Sean Nelson, Managing Director, KKR & Co.
  • Daryl Litwak, CAIA, Principal, Apollo Global Management

Private Markets Outlook Invite

Bloomberg Businessweek Podcast ft. Sarah Ponczek

Listen in to Bloomberg Businessweek Podcast to hear BV Group's own Sarah Ponczek speak on the latest stock rally, monetary policy and investor psychology.

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Bloomberg Businessweek Podcast

07 February , 202312:00 AM - 11:59 PM Eastern

  • Sarah Ponczek
  • Carol Massar
  • Michael P. Regan

Click here to listen

Sarah Ponczek Live on Fox Business, Mornings with Maria

Watch Fox Business, Mornings with Maria to hear Sarah Ponczek discuss the trajectory for inflation and earnings, and what it all means for investors.

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Fox Business

14 February , 20237:00 AM - 7:40 AM Eastern

  • Sarah Ponczek
  • Maria Bartiromo

Click here to watch

Sarah Ponczek Live on Fox Business, Making Money with Charles Payne

Watch Fox Business, Making Money with Charles Payne to hear Sarah Ponczek speak on the current situation with SVB, the banking system at large and how this all affects our investment strategy.

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10 March , 20232:50 PM - 3:00 PM Eastern

  • Sarah Ponczek
  • Charles Payne

Click here to watch

Sarah Ponczek Live on Bloomberg TV

Watch Bloomberg Daybreak: Australia to hear Sarah Ponczek speak on the current situation with SVB, the banking system at large and how this all affects our investment strategy.

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13 March , 20237:15 PM - 7:25 PM Eastern

  • Sarah Ponczek
  • Shery Ahn
  • Haidi Stroud-Watts

Click here to watch

Estate Planning for Business Owners

Live Q&A: Discuss estate planning fundamentals and strategies to optimize your liquidity event with BV Group & expert guests.

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15 March , 202311:00 AM - 11:45 AM Eastern

  • David Pratt, Managing Partner and Chair, Proskauer
  • Catherine McDermott, Senior Wealth Strategist, UBS Advanced Planning Group

Estate Planning for Business Owners Invite

Sarah Ponczek Live on Fox Business, Making Money with Charles Payne

Watch Sarah's interview on Fox Business to hear her speak about maintaining exposure to the stock market, attractive bond market yields and what a pause in the Fed’s hiking cycle could mean for investors.

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Fox Business

27 March , 20232:00 PM - 2:10 PM Eastern

  • Sarah Ponczek
  • Charles Payne

Click here to watch

Sarah Ponczek Live on Fox Business, Mornings with Maria

Watch Fox Business, Mornings with Maria to hear Sarah Ponczek speak about timely insights including cash yields, I-Bonds, reinvestment risk and more.

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Fox Business

18 April , 20237:15 AM - 7:25 AM Eastern

  • Sarah Ponczek
  • Maria Bartiromo

Click here to watch

Sarah Ponczek Live on Fox Business, Making Money with Charles Payne

Watch Fox Business, Making Money with Charles Payne to hear Sarah Ponczek speak about timely insights including cash yields, I-Bonds, reinvestment risk and more.

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Fox Business

20 April , 20232:05 PM - 2:15 PM Eastern

  • Sarah Ponczek
  • Charles Payne

Click here to watch

Equity Comp for Execs & Entrepreneurs

RSUs, ISOs and NSOs: Understanding the Ins & Outs of Start-Up Equity

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03 May , 202311:00 AM - 11:45 AM Eastern

  • Todd D. Mayo, Senior Wealth Strategist, UBS advanced Planning Group

Equity Comp for Execs & Entrepreneurs Invite

Sarah Ponczek Live on Bloomberg TV

Watch Bloomberg: Daybreak Australia to hear Sarah discuss the narrow U.S. stock rally and why she's looking to bonds as a release valve for equity pressure.

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Bloomberg TV

16 May , 20238:55 PM - 9:05 PM Eastern

  • Sarah Ponczek
  • Shery Ahn
  • Haidi Stroud-Watts

Click here to watch

Sarah Ponczek Live on Bloomberg TV

Watch Sarah speak on Bloomberg TV to discuss why investors should not lose sight of a longer-term secular bull case that may be building for equities, even if the near-term upside is limited.

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Bloomberg TV

22 June , 20236:20 PM - 6:30 PM Eastern

  • Sarah Ponczek
  • Haidi Stroud-Watts
  • Shery Ahn

Click here to watch

Bloomberg Businessweek Podcast ft. Sarah Ponczek

Listen in to hear Sarah speak on the recent Federal Reserve rate hike, inflation risk and the cash vs. stocks vs. bonds debate.

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Bloomberg Businessweek

27 July , 20238:00 AM - 8:40 AM Eastern

  • Sarah Ponczek
  • Carol Massar
  • Tim Stenovec

Click here to listen

Sarah Ponczek Live on Asset TV

Watch Sarah speak on Asset TV to share her thoughts on artificial intelligence, strategies for different types of investors and why this could be the end of the Fed’s hiking cycle.

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Asset TV

08 August , 20238:00 AM - 8:10 AM Eastern

  • Sarah Ponczek

Click here to watch

Sarah Ponczek Live on Fox Business

Watch Sarah Ponczek discuss the Federal Reserve’s path, the upcoming August jobs report, and this stark statistic: Only 26% of S&P 500 companies have outperformed the index, one of the lowest percentages since 1985.

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Fox Business

29 August , 20237:10 AM - 7:25 AM Eastern

  • Sarah Ponczek
  • Maria Bartiromo

Click here to watch

Commercial Real Estate Market Overview

Discuss the commercial real estate landscape and current market outlook with subject matter expert from UBS’ Chief Investment Office, Jonathan Woloshin.

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06 September , 20232:00 PM - 2:45 PM Eastern

  • Jonathan Woloshin, Real Estate & Lodging Analyst, UBS Chief Investment Office

Commercial Real Estate Overview Invite

Sarah Ponczek Live on Bloomberg TV

Hear Sarah discuss the outlook for a "softish" landing and how bonds have historically performed in periods that began with an inverted yield curve.

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Bloomberg TV

06 September , 20239:30 PM - 9:15 PM Eastern

  • Sarah Ponczek
  • Vonnie Quinn
  • Haidi Stroud-Watts

Click here to watch

Founder's Club: Exit Planning Experience

Partake in a discussion about how to navigate the challenges of the current M&A market and maximize the outcome of your liquidity event. 

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Register below to be nominated to attend. Invite Only.

12 October , 20236:00 PM - 9:00 PM Eastern

  • Brian Fischbein Managing Director Private Financing Markets & OneBank UBS Investment Bank
  • Catherine McDermott Senior Wealth Strategist UBS Advanced Planning Group
  • Kent R. McGlincy, MBA Client Portfolio Manager Invesco

Founder's Club: Exit Planning Experience Invite

Financial Markets Overview: Bonds, Inflation & Interest Rates

We’re living in interesting times for financial markets. Interest rates have risen precipitously, sending the value of bonds lower on paper. War has broken out in the Middle East. And there are still questions surrounding the path of inflation and the U.S. economy. Join our upcoming webinar to hear from experts on the current state of capital markets and outlook ahead.

Location

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25 October , 20232:00 PM - 2:45 PM Eastern

  • Jason Draho, Head of Asset Allocation, UBS CIO Americas
  • Mark Beidleman, Vice President, Southeast Regional Sales Director, GW&K Investment Management
  • Craig Altholz Client, Portfolio Manager- Global Credit, Invesco

Financial Markets Overview Invite