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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

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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

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

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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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.

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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

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

2024 Financial Markets Look Ahead

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

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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

How to Save Taxes on the Sale of a Business

The Ins & Outs of Qualified Small Business Stock

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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

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

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.

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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

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

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