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Event calendar

Special UBS Road to the Midterm Elections livestream

Ahead of Election Day, Kurt Reiman, Head of Fixed Income CIO Americas, and Libby Cantrill, Head of Public Policy at PIMCO, will examine key election scenarios and their potential effects on Congress, fiscal policy, and financial markets. Hosted by Anthony Pastore.

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02 November, 202611:00 AM - 12:00 PM Eastern

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    CIO US House View monthly livestream: Post-election special

    Following the election, Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, Kurt Reiman, Head of Fixed Income CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy CIO Americas, will discuss the results and implications for investors. Hosted by Anthony Pastore.

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    05 November, 20261:00 PM - 2:00 PM Eastern

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      Foundations of good philanthropy

      Build a strong starting point for your philanthropy with a clear, structured way of thinking about how impact is created – and how your choices (the “levers of change”) shape outcomes. This session introduces practical distinctions between charitable giving and strategic philanthropy, and helps you begin applying a 6-step framework to your own giving. 

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      Zoom

      16 November, 20261:00 PM - 2:30 PM Eastern

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        Vision, mission, and goal setting

        Turn personal values into an actionable philanthropic direction. You’ll work through how to articulate what inspires you, craft a motivating vision, define a clear mission, and set goals that make your strategy focused, practical, and easier to act on.

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        Zoom

        17 November, 20261:00 PM - 2:30 PM Eastern

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          Good governance and family engagement

          Examine how strong governance structures and intentional family engagement can anchor effective, values-led philanthropy across generations. You'll gain practical insights into designing decision making frameworks that foster alignment, continuity, and meaningful participation for today’s and tomorrow’s family philanthropists.

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          Zoom

          18 November, 20261:00 PM - 2:30 PM Eastern

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            Collective impact and systems change

            Some challenges can’t be solved by isolated efforts. This session explores how to move beyond treating symptoms to addressing root causes – and how collaboration (including pooled funds and aligned strategies) can unlock systemic, scalable impact. 

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            Zoom

            19 November, 20261:00 PM - 2:30 PM Eastern

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              UBS Optimus Foundation 101

              Learn how the Foundation’s strategy shapes its approach to impact, explore the portfolio priorities that guide its investments, and how key partnerships amplify those efforts by leveraging expertise and resources to achieve intended outcomes across diverse programs and geographies.

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              Zoom

              20 November, 20261:00 PM - 2:30 PM Eastern

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                8,000 Days

                Explore new perspectives on more than 20 years in retirement, including insights from the MIT AgeLab.

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                08 December, 20264:00 PM - 5:00 PM Eastern

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                  The Freedom Paradox

                  Explore the transition into retirement and how to find purpose in this next phase of life.

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                  27 October , 20264:00 PM - 5:00 PM Eastern

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                    Business Owner Dinner

                    Please join us for an exclusive business owner forum featuring insights from UBS Investment Banking and Advanced Planning specialists, as well as Fidelity Investments, where we will explore:

                    • Positioning your company for maximum value with the latest insights on today’s M&A environment
                    • Maximizing net proceeds through thoughtful tax, investing, wealth transfer, and philanthropic planning strategies, while preparing for what's next
                    • Connecting with fellow business owners to share ideas and opportunities

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                    Ruth's Chris Steak House, 480 N Orlando Ave, Ste 100, Winter Park, FL 32789

                    30 September , 20265:00 PM - 8:00 PM Eastern
                    • Brian Hughes, Director, Market Director
                    • Jerrey Thurston, Private Wealth Advisor, Managing Director--Wealth Management
                    • Corey D'Angelo, Financial Advisor, Senior Vice President--Wealth Managemen

                    UBS UHNW Advisory Webinar: Real Estate

                    UBS UHNW Advisory is hosting a webinar on planning considerations regarding real estate. This discussion will be moderated by Ann Bjerke, Head of Advanced Planning, and will feature Joanna Morrison, a Senior Wealth Strategist in the Advanced Planning Group, Scott Malone, a Tax Efficiency Planning Strategist in the Advanced Planning Group, and Ryan Layne, a partner in the California-based tax advisory firm Legacy Advisory Services LLC. Together, they will share insights on income tax, wealth transfer, and other planning issues relevant to sophisticated real estate owners. 

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                    29 September , 20261:00 PM - 2:00 PM Eastern
                    • Ann Bjerke, Head of the UBS Advanced Planning Group (Moderator)
                    • Joanna Morrison, Senior Wealth Strategist, UBS Advanced Planning Group
                    • Scott Malone, Tax Efficiency Planning Strategist, UBS Advanced Planning Group

                    A live conversation marking America's 250th anniversary

                    Host Anthony Pastore will be joined by Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, Kurt Reiman, Head of Fixed Income, CIO Americas, and Nathaniel Gabriel, CIO Equity Strategist, to look at how transformational innovation shaped the nation throughout history, drawing parallels to themes driving today’s investment landscape. They will also share their perspectives on the current market outlook.

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                    ubs.com/ciolive

                    02 July , 20261:00 PM - 2:00 PM Eastern
                    • Kurt Reiman, Head of Fixed Income Americas
                    • Nathaniel Gabriel, Equity Strategist, Industrials & Materials

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                    Beyond Awareness: How Philanthropy Can Catalyze Scale for Proven Youth Mental Health Interventions

                    We invite you to share this UBS Optimus Foundation webinar with clients interested in tackling the youth mental health crisis through solutions that work. Beyond Awareness: How Philanthropy Can Catalyze Scale for Proven Youth Mental Health Interventions brings together expert perspectives from Prospira Global and SafeOnline, alongside partner insights from the JED Foundation and Crisis Text Line, to explore the global youth mental health landscape and where evidence-based approaches are delivering real impact.

                     

                    The session will also highlight the UBS Optimus Foundation’s approach to moving beyond fragmented projects toward aligned priorities, pooled capital, and shared outcomes—offering clients clear pathways to engage, collaborate, and help scale proven solutions. We invite you to join as well.

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                    04 June , 20263:00 PM - 4:00 PM Eastern

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                      Webinar: Qualified Small Business Stock (QSBS)

                      This session will feature members of the UBS Advanced Planning Group, joined by Nancy Dollar, Partner at Hanson Bridgett LLP, and will cover key income tax and wealth transfer considerations relevant to sophisticated business owners.

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                      Ann Bjerke                      , Head of the UBS Advanced Planning Group
                      Alan Azar, Tax Efficiency Planning Strategist, UBS Tax Efficiency Group 
                      Casey Verst, Senior Wealth Strategist, UBS Advanced Planning Group
                      Nancy Dollar, Partner, Hanson Bridgett LLP

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                      07 May , 20261:00 PM - 2:00 PM Eastern

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                        Fireside Chat - Global Markets, The Economy, and Value Investing

                        Join us on Friday, 1 May, as Solita Marcelli, Global Head of Investment Management, UBS GWM, and Mark Axelowitz, Managing Director and UBS Private Wealth Advisor, host a special fireside chat on the outlook for global markets, the 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. Bill and Ryan also serve as Executive Chairman of the Board and Chief Investment Officer, respectively, of Howard Hughes Holdings.

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                        01 May , 20261:00 PM - 2:00 PM Eastern
                        • Bill Ackman, Founder and CEO of Pershing Square Capital Management
                        • Ryan Israel, Chief Investment Officer at Pershing Square Capital Management

                        Join Live Here

                        CIO Live - Iran Conflict Update

                        On Tuesday, 21 April at 11:00 a.m. ET, join our upcoming livestream where CIO analysts from around the world share insights on the latest developments, including the Iran conflict. Add to your calendar, invite clients, and join live.

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                        21 April , 202611:00 AM - 12:00 PM Eastern

                          Join Live

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