Upcoming events

2026 Financial Markets Outlook

Positioning for Stability, Opportunity, and Changing Cycles in 2026

Location

Date & time

Speakers

Supporting links

Register below for event details (Zoom)

04 February, 20262:00 PM - 2:45 PM Eastern

  • Paul Hsiao & Danny Kessler, Asset Allocation Strategists, UBS Chief Investment Office

2026 Financial Markets Outlook Invite

Private Investments Luncheon: 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 Apollo, Blackstone, Blue Owl Capital and KKR.

Location

Date & time

Speakers

Supporting links

Register to be nominated to attend

11 February, 202611:30 AM - 1:30 PM Eastern

  • Daryl Litwak, Managing Director, Apollo Global Management
  • Michael Cambias, Managing Director, Blackstone
  • Matt Merrill, Principal, Blue Owl Capital | Sydney Klitzner, Director, KKR

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.

Location

Date & time

Speakers

Supporting links

Register below for event details (Zoom)

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

Fall Financial Market Insights

Navigating Opportunity Amid Easing and Uncertainty

Location

Date & time

Speakers

Supporting links

Register below for event details (Zoom Webinar)

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

Location

Date & time

Speakers

Supporting links

Register below for event details

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

Location

Date & time

Speakers

Supporting links

Register below to receive event details

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.

Location

Date & time

Speakers

Supporting links

Register below to receive event details (Zoom)

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.

Location

Date & time

Speakers

Supporting links

Register below to receive event details (Zoom)

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.

Location

Date & time

Speakers

Supporting links

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

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