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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.

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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

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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.

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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.

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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.

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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.

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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.

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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

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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.

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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

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Date & time

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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

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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

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.

Location

Date & time

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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

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