The Katzaroff Kottmeier Thompson Group
View FINRA BrokerCheck informationContact us

LILLY: A private screening and director discussion

Fireside chat with Belle Haven Investments

The Pacific Desert Market invites you to join an empowering afternoon, featuring an opening discussion with guest speaker Laura Chapman, COO & Partner, Belle Haven Investments, on the important considerations for women and their wealth.

Refreshments will be served and provided by Belle Haven Investments.

Exclusive screening of LILLY

Following this conversation, we invite you to stay for an exclusive screening of the new movie LILLY, a powerful, true story of Lilly Ledbetter, a courageous woman who fought for justice after being subjected to decades of wage discrimination by her employer. The movie honors Lilly and her legacy as a champion for women’s rights who ultimately inspired the Lilly Ledbetter Fair Pay Act of 2009.

The screening will be followed by a discussion with the film’s Director and Producer, Rachel Feldman, in conversation with Nicole Herman, Women’s Wealth Strategist at UBS. Rachel will share more about the making of this impactful film and dive deeper into Lilly’s incredible journey as a trailblazer for gender equality.

LILLY recently won “BEST of the FEST” at the 2025 Palm Springs International Film Festival.

Complimentary screening will be provided by UBS Women’s Wealth.

Location

Date & time

Speakers

Supporting links

THE LOT Fashion Island, 999 Newport Center Drive, Newport Beach, CA 92660

07 October , 20253:00 PM - 7:00 PM Pacific
  • Laura Chapman, COO & Partner, Belle Haven Investments
  • Rachel Feldman, LILLY Director and Producer
  • Nicole Herman, Women’s Wealth Strategist, UBS Financial Services

Markets, Macro and the World Ahead

Join us for a dynamic and interactive discussion on today’s most pressing market themes—from macroeconomic forces and shifting geopolitical landscapes to actionable investment strategies for your portfolio.

This conversation will feature Mike Ryan, Vice Chair of UBS Global Wealth Management, Ulrike Hoffmann-Burchardi, Chief Investment Officer for the Americas and Strider Elass, First Trust Senior Economist.

This is an opportunity to hear directly from top industry thought leaders as they share their insights on how to navigate the uncertainty and opportunity shaping the current investment environment.

Please RSVP with your financial advisor by July 29th

Bring your questions—this event is designed to foster open dialogue and deliver value through conversation.

Lunch will be provided by First Trust.

  

Location

Date & time

Speakers

Supporting links

The Lodge at Torrey Pines, 11480 North Torrey Pines Road La Jolla, CA 92037

12 August , 202511:30 AM - 1:30 PM Pacific
  • Mike Ryan, Vice Chairman, UBS Global Wealth Management
  • Ulrike Hoffmann-Burchardi Chief Investment Officer, Americas, UBS Global Wealth Management
  • Strider Elass, Senior Economist, First Trust Portfolios

Fireside chat with Bill Ackman and Ryan Israel

Join us live for a virtual event on Friday, May 2. Mark Axelowitz, Managing Director and UBS Private Wealth Advisor, and Solita Marcelli, Chief Investment Officer Americas, 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

02 May , 20252:00 PM - 3:00 PM Central
  • 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 virtual event with Steven Kelly & Leslie Falconio

Join us for a live discussion on the stability of the US financial system, featuring Steven Kelly, Associate Director of Research at Yale School of Management, and Leslie Falconio, Head of Taxable Fixed Income, CIO Americas. They will delve into crucial topics, including US default risk, Treasury issuance, and the evolving landscapes of private credit and shadow banking.

Location

Date & time

Speakers

Supporting links

15 April , 20258:30 AM - 9:30 AM Pacific
  • Steven Kelly, Associate Director of Research at Yale School of Management
  • Leslie Falconio, Head of Taxable Fixed Income, CIO Americas

Join live

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 1998-2025. 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