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Unlocking Purpose through Giving

Philanthropy is evolving—and today, intentional giving holds the power to transform lives, communities, and global systems.

For individuals and families seeking to align their resources with their values, understanding the latest trends in charitable giving is essential to creating meaningful, lasting impact. Join us for a dynamic conversation exploring the principles of strategic philanthropy and the real-world outcomes that thoughtful giving can achieve.

Our speakers will highlight recent success stories, share actionable insights on how to maximize charitable impact, and provide an inside look at the transformative work being led by the UBS Optimus Foundation.

This session will cover:

- Key trends in philanthropy today, driven by generational wealth transitions and succession
- How philanthropy can be thoughtfully structured
- Real-life examples of success across global initiatives

The latest updates from the UBS Optimus FoundationWhether you’re guiding a family legacy, supporting causes close to your heart, or seeking to better understand how philanthropy can drive sustainable change, this conversation is designed to help you deepen your perspective and refine your purpose driven approach.

Together, we can turn generosity into meaningful impact.

Join via Zoom
Webinar ID: 975 9392 9223
Passcode:GivingUB5!

* Join via phone one-tap:
+16699006833,,97593929223#,,,,*8645567512# US
Webinar ID: 975 9392 9223 Passcode: 8645567512

Location

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Speakers

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06 March, 202610:00 AM - 10:45 AM Pacific
  • Liza Green, Head of Programs and Optimus, Americas
  • Doug Satre, Director of Environment and Livelihoods, Plant with Purpose
  • (Moderator) Debra Phares CAP® Senior Strategist, Family Advisory and Philanthropy

Join via Zoom

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

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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

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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

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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

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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

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