BV Group
View FINRA BrokerCheck informationContact us

Upcoming events

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

Washington Perspective

Discuss public policy, developments in Washington and how the political landscape may impact the markets.

Location

Date & time

Speakers

Supporting links

Register for event details

08 May , 20242:00 PM - 2:45 PM Eastern
  • Shane Lieberman, Executive Director, Senior Governmental Affairs Advisor at UBS

Washington Perspective Invite

Trust Structuring for Founders

Discuss essential strategies on how to establish and leverage trusts to optimize tax efficiency and maximize the outcome of your liquidity event. Our expert panel will delve into the intricacies of trust formation, address common pitfalls, and offer practical advice tailored to founders' unique needs.

Location

Date & time

Speakers

Supporting links

RSVP for event details

24 April , 20242:00 PM - 2:45 PM Eastern
  • Catherine McDermott, Senior Wealth Strategist, UBS Advanced Planning
  • Stuart Morris, Office Managing Partner, Cozen O'Connor

Trust Structuring for Founders Invite

Founder's Club: Exit Planning Dinner (Miami Beach)

Come ready to connect with other influential founders and learn to exit with confidence. Partake in a discussion about how to navigate the challenges of the current M&A market and maximize the outcome of your liquidity event. Enjoy great drinks, food and even better company with beautiful views of Biscayne Bay.

Location

Date & time

Speakers

Supporting links

Register to be nominated to attend. Invite Only.

18 April , 20246:00 PM - 9:00 PM
  • Adam Rogers, Partner, Next Coast Ventures and Elias Janetis, Founder & CEO, Squeeze
  • Neale Fisher, Managing Director, Croft & Bender Investment Bank
  • Melissa Jacoby, Private Wealth Strategist, GW&K Investment Management

Q1 Financial Market Overview

Join us for a deep dive on the latest trends shaping the financial landscape. We will discuss the recent tech rally, explore AI’s growth potential, inflation implications and the Federal Reserve’s outlook.

Location

Date & time

Speakers

Supporting links

RSVP for event details

20 March , 20242:00 PM - 2:45 PM Eastern
  • Brian Levitt, Global Market Strategist, Invesco

Q1 Financial Market Overview Invite

How to Save Taxes on the Sale of a Business

The Ins & Outs of Qualified Small Business Stock

Location

Date & time

Speakers

Supporting links

RSVP for event details (Zoom Webinar)

07 February , 20242:00 PM - 2:45 PM Eastern
  • Christopher A. Karachale, Partner, Hanson Bridgett

How to Save Taxes on the Sale of a Business Invite

2024 Financial Markets Look Ahead

A look at the year-ahead: Interest rates, stocks, bonds & more

Location

Date & time

Speakers

Supporting links

RSVP for event details (Zoom Webinar)

17 January , 20242:00 PM - 2:45 PM Eastern
  • Mike Gourd, Asset Allocation Strategist, UBS CIO Americas
  • Paul Hsiao, Asset Allocation Strategist, UBS CIO Americas
  • Jason J. Castelluccio, Managing Director, Client Portfolio Manager, Nuveen Asset Management

2024 Financial Market Outlook

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2024. All rights reserved.

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings