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Upcoming events

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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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

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.

Location

Date & time

Speakers

Supporting links

Register for event details (Zoom Webinar)

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

2025 Financial Markets Outlook Invite

2024 Election Recap

Discuss the regulatory & tax implications of the 2024 election and what these changes mean for businesses and individuals moving forward.

Location

Date & time

Speakers

Supporting links

Register for all event details

21 November , 20241:00 PM - 1:45 PM Eastern
  • Mark Peterson, Director, Markets & Portfolio Insights, BlackRock
  • Shane Lieberman, Senior Governmental Affairs Advisor, UBS Governmental Affairs

2024 Election Recap Invite

Founder's Club: Qualified Small Business Stock Dinner (Boca Raton)

Learn essential strategies for optimizing QSBS through estate and income tax planning, and gain insights from founders who have successfully navigated their exits using QSBS. Our expert panel will discuss best practices, pitfalls to avoid, and practical advice for leveraging QSBS to maximize your after-tax proceeds.

Location

Date & time

Speakers

Supporting links

Register to be nominated to attend.

10 October , 20246:00 PM - 9:00 PM Eastern
  • Christopher Karachale, Partner, Hanson Bridgett
  • Catherine McDermott, Senior Wealth Strategist, UBS Advanced Planning Group | James Bergeron Managing Director Nuveen
  • Richard Weissman, Chief Executive Officer, The Learning Experience | Matt Zorumski Senior Vice President Amundi Asset Management

Financial Markets Overview

Discuss the financial markets performance during the first three quarters of the year and what to expect for Q4 with a special focus on the upcoming election.

Location

Date & time

Speakers

Supporting links

Register to receive event details (Zoom)

11 September , 20242:00 PM - 2:45 PM Eastern
  • Paul Hsiao, Asset Allocation Strategist, UBS Chief Investment Office
  • Michael Gourd, Asset Allocation Strategist, UBS Chief Investment Office

Financial Markets Overview Invite

Looking to Exit? How to Get the Valuation You Want

Join us to learn how to maximize your business valuation when planning an exit. We will cover key strategies, including the pros and cons of debt versus equity financing, the optimal time for giving up equity, when to take on debt, and techniques for rightsizing your balance sheet.

Location

Date & time

Speakers

Supporting links

Register for event details (Zoom)

24 July , 20242:00 PM - 2:45 PM Eastern
  • Zach Darrow, Chairman, DarrowEverett LLP

Webinar Invite

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