Dawson Wealth Management Group
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Event calendar

Private Equity Strategies

Please Join Us for an Educational Conversation on Private Equity
Do these investments fit into your investment goals?

This in person conversation will provide deep insight into the following topics:

  • What are private investments, potential benefits and risk, and how investors should view them as part of a long-term diversified portfolio.

  • Why private capital matters in today's ever-evolving economic environment.

  • Differences between public and private managers and how private managers are leveraging their opportunity set to generate performance and reduce volatility.

  • How fund managers like KKR are driving business value after completing an acquisition including some recent examples.

Location

Date & time

Speakers

Supporting links

Ruth’s Chris | 11582 El Camino Real | San Diego, CA 92130

05 December, 202411:30 AM - 1:00 PM Pacific
  • Scott J Mannello

Learn More Here

Art San Diego

We are excited to announce that once again UBS is proud to be the presenting sponsor of Art San Diego 2024, which will take place November 1 – 3 at the San Diego Convention Center.

Location

Date & time

Speakers

Supporting links

San Diego Convention Center, Hall E | 111 West Harbor Drive | San Diego, CA 92101

02 November , 202411:00 AM - 7:00 PM Pacific

    Learn More Here

    Giving and Fundraising

    Please join us at Vigilucci's Cucina Italiana on Tuesday, October 29th for a discussion on the following key topics:

    The importance of fundraising:

    • Educate staff and board members to improve fundraising efforts.

    Determine Capacity to Give:

    • Learn how to uncover your donor's capacity to give and how to engage and partner with those best suited for your organization.

    The Impact of Planned Giving:

    • Why Cultivating Planned Gifts Should be a Priority for all Non-Profit Organizations.
    • The Value of Charitable Giving in Estate Planning.

    Ways to Give:

    • Learn simple and effective giving strategies.
    • Qualified Charitable Donations



    Complimentary Parking

    Location

    Date & time

    Speakers

    Supporting links

    Vigilucci's Cucina Italiana | 2943 State Street, Carlsbad, CA 92008

    29 October , 202412:00 PM - 1:30 PM Pacific
    • Jim Floros
    • Maggie Sangalang
    • Jasmin Cimmarusti, CFP®, CHFC

    Learn More Here

    Tea Party!

    Location

    Date & time

    Speakers

    Supporting links

    2323 Midway Drive San Diego, CA 92110

    22 October , 202412:00 PM - 1:30 PM Pacific

      Click Here

      Giving and Fundraising

      Please join us at our offices for a discussion on the following key topics:

      The importance of fundraising:

      • Educate staff and board members to improve fundraising efforts.

      Determine Capacity to Give:

      • Learn how to uncover your donor's capacity to give and how to engage and partner with those best suited for your organization.

      The Impact of Planned Giving:

      • Why Cultivating Planned Gifts Should be a Priority for all Non-Profit Organizations.
      • The Value of Charitable Giving in Estate Planning.

      Ways to Give:

      • Learn simple and effective giving strategies.
      • Qualified Charitable Donations


      Lunch Provided | Complimentary Parking

      Location

      Date & time

      Speakers

      Supporting links

      Our Offices | 600 West Broadway, Suite 2100

      10 October , 202411:30 AM - 1:00 PM Pacific
      • Jim Floros
      • Maggie Sangalang
      • Jasmin Cimmarrusti, CFP, ChFC

      Learn More Here

      Private Equity Strategies

      Location

      Date & time

      Speakers

      Supporting links

      ZOOM

      10 September , 202410:00 AM - 10:45 AM Pacific

        Click Here

        Bay Area Real Estate

        Learn about the current real estate market trends in the Bay Area.

        Location

        Date & time

        Speakers

        Supporting links

        Maggiano's Little Italy ( Santana Row) 3055 Olin Ave, Suite 1000 San Jose, CA 95128

        26 June , 202411:30 AM - 1:00 PM Pacific
        • Michael Gohlke, Regional Director Virtual Investment Partners

        Real Estate Outlook

        How are the Markets holding up 2024? Where has it been, what's going on now?

        Location

        Date & time

        Speakers

        Supporting links

        Zoom

        18 June , 202412:00 PM - 12:45 PM Pacific
        • Jonathan Woloshin, CFA , Real Estate and Lodging Analyst

        Register here

        Giving and Fundraising

        RSVP Tuesday, May 22nd with Katherine Tawoda
        Katherine.tawoda@ubs.com 619-557-4716

        Location

        Date & time

        Speakers

        Supporting links

        Vigilucci's Cucina Italiana: 2943 State Street San Diego, CA 92008

        23 May , 202411:30 AM - 1:00 PM Pacific
        • Jim Floros President/ CEO, Floros and Associates
        • Dan Chambers Managing Director- Private Wealth Advisor Consultant

        Giving and Fundraising

        RSVP Tuesday, May 14th with Katherine Tawoda
        Katherine.tawoda@ubs.com 619-557-4716

        Location

        Date & time

        Speakers

        Supporting links

        600 West Broadway San Diego, CA 92101 Suite 2100

        16 May , 202411:30 AM - 1:00 PM Pacific
        • Jim Floros President/ CEO, Floros and Associates

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