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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

CIO Special UBS Election Watch Event in La Jolla

Please join for a special Election Watch discussion featuring Mike Ryan, UBS Vice Chairman and former Chief Investment Officer of UBS Global Wealth Management. Mike will be joined by UBS colleague Shane Lieberman, a Senior Governmental Affairs Advisor based in Washington, D.C. Together with our partners at Dimensional Fund Advisors and Belle Haven Investments, expect an engaging discussion on the upcoming election, including macroeconomic implications, potential outcomes, and resulting impacts to your investment portfolio.

Refreshments and light bites to be provided by Dimensional Fund Advisors and Belle Haven Investments

Special guest speakers

Mike Ryan, CFA
Vice Chairman, UBS Global Wealth Management
UBS

Shane Lieberman
Senior Governmental Affairs Advisor
UBS

Apollo Lupescu, PhD
Vice President
Dimensional Fund Advisors

Stan Sattler
Director of Investment Solutions
Belle Haven Investments

Hosted by

UBS Global Wealth Management
Lauren Gorsche, Market Executive

Location

Date & time

Speakers

Supporting links

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

12 September , 20244:30 PM - 7:00 PM Pacific
  • Mike Ryan, CFA, Vice Chairman, UBS Global Wealth Management, UBS
  • Shane Lieberman, Senior Governmental Affairs Advisor, UBS
  • Apollo Lupescu, PhD, Vice President, Dimensional Fund Advisors

CIO Special UBS Election Watch Event in Beverly Hills

lease join for a special Election Watch discussion featuring Mike Ryan, UBS Vice Chairman and former Chief Investment Officer of UBS Global Wealth Management. Mike will be joined by UBS colleague Shane Lieberman, a Senior Governmental Affairs Advisor based in Washington, D.C. Together with our partners at Dimensional Fund Advisors and Belle Haven Investments, expect an engaging discussion on the upcoming election, including macroeconomic implications, potential outcomes, and resulting impacts to your investment portfolio.

Refreshments and light bites to be provided by Dimensional Fund Advisors and Belle Haven Investments

Special guest speakers

Mike Ryan, CFA
Vice Chairman, UBS Global Wealth Management
UBS

Shane Lieberman
Senior Governmental Affairs Advisor
UBS

Apollo Lupescu, PhD
Vice President
Dimensional Fund Advisors

Stan Sattler
Director of Investment Solutions
Belle Haven Investments

Hosted by

UBS Global Wealth Management
Lauren Gorsche, Market Executive

Location

Date & time

Speakers

Supporting links

The Beverly Wilshire, A Four Seasons Hotel, 9500 Wilshire Blvd Beverly Hills, CA 90212

11 September , 20245:00 PM - 8:00 PM Pacific
  • Mike Ryan, CFA, Vice Chairman, UBS Global Wealth Management, UBS
  • Shane Lieberman, Senior Governmental Affairs Advisor, UBS
  • Apollo Lupescu, PhD, Vice President, Dimensional Fund Advisors

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