Cohen Leib Robinson Spilove Investment Group
View FINRA BrokerCheck informationContact us

Upcoming events

CIO Live: House View Monthly Livestream

From the Chief Investment Office, David Lefkowitz, Head of US Equities, and Kurt Reiman, Head of Fixed Income, will discuss US equity positioning, the latest developments on tariffs, and key insights on what markets couble be influenced by in the coming month. The discussion will be hosted by Nadia Lovell, Head of Global Equity Strategy & Management. 

Location

Date & time

Speakers

Supporting links

Virtual

05 March , 20261:00 PM - 2:00 PM Eastern
  • David Lefkowitz, Head of US Equities
  • Kurt Reiman, Head of Fixed Income
  • Jay Dobson, US Energy & Utilities Strategist

Join Live

Value investing in a changing world: Special fireside chat with Bill Ackman and Ryan Israel

On Friday, May 2, Mark Axelowitz, Managing Director and UBS Private Wealth Advisor, and I will be hosting a special fireside chat on the outlook for the world, economy, and value investing with Bill Ackman, Founder and CEO of Pershing Square Capital Management, and Ryan Israel, Chief Investment Officer at Pershing Square Capital Management.

Location

Date & time

Speakers

Supporting links

Virtual

02 May , 20253:00 PM - 4:00 PM Eastern
  • Mark Axelowitz, Managing Director and UBS Private Wealth Advisor
  • Bill Ackman, Founder and CEO of Pershing Square Capital Management
  • Ryan Israel, Chief Investment Officer at Pershing Square Capital Management

Add the livestream to your Outlook calendar

100 days in: Trump 2.0, tariffs, and the road ahead

On May 1, we will be hosting a special edition of our House View monthly livestream to discuss the administration's first 100 days and what we can expect going forward.

Event Agenda: 
- US trade policy: What's next for Washington?
- Geopolitical impact: A world in transition
- How to invest: CIO's macro and market views

 

Location

Date & time

Speakers

Supporting links

Virtual

01 May , 20251:00 PM - 1:30 PM Eastern
  • Douglas Irwin, Professor of Economics at Dartmouth College and author of Clashing over Commerce: A History of U.S. Trade Policy
  • Admiral James Stavridis, Vice Chair of Global Affairs at The Carlyle Group and former 16th Supreme Allied Commander at NATO
  • Jason Draho, Head of Asset Allocation, CIO Americas and Paul Donovan, Chief Economist, Global Wealth Management

Add the livestream to you calendar

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 1998-2026. 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