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Event calendar

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

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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

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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.

    Speakers

    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

      Register Here

      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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