Legacy Multi-Family Group
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Event calendar

Market Insights with Patrick Schaffer

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18 December , 20249:00 AM - 9:30 AM Pacific
  • Patrick Schaffer, CFA, Managing Director
  • Dhanesh Bharvani, Vice President

Planning Insights with Legacy Multi-Family Group

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05 November , 20249:00 AM - 9:30 AM Pacific
  • Ryan Bristol, Managing Director
  • Lora Cicconi, Senior Income Tax Strategist

Market Insights with Patrick Schaffer

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25 September , 20249:00 AM - 9:30 AM Pacific
  • Patrick Schaffer, CFA, Managing Director
  • Dhanesh Bharvani, Vice President

Mid-Year M&A and Capital Markets Update

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20 August , 202410:00 AM - 10:30 AM Pacific
  • Ryan Bristol, Managing Director
  • Doug Monaster, Private Markets OneBank

UBS Art Advisory x Aspen ArtWeek

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Aspen Art Museum

29 July , 20246:00 PM - 9:00 PM Mountain

    Market Insights with Patrick Schaffer

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    11 July , 20249:00 AM - 9:30 AM Pacific
    • Patrick Schaffer, CFA, Managing Director
    • Dhanesh Bharvani, Vice President

    Preparing rising generations through conversations on wealth

    Timely strategies to discuss wealth with children of all ages

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    26 June , 202410:00 AM - 10:30 AM Pacific
    • Shawna Hamilton, Executive Director, Senior Strategist
    • Barry Peterson, Senior Vice President, Private Wealth Advisor

    Planning Insights with Legacy Mutli-Family Group

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    30 May , 202410:00 AM - 10:30 AM Pacific
    • Corey Mazza, Senior Vice President
    • Laura Chooljian, Senior Wealth Strategist

    Empowering the Next Generation through Education

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    30 May , 20249:00 AM - 9:30 AM Pacific
    • Aiko Leong, Senior Wealth Strategy Associate
    • Barry Peterson, Senior Vice President

    Sunset Soiree in Malibu

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    Nobu Malibu

    16 May , 20246:00 PM - 8:30 PM Pacific

      Meet the Manager: Lunch with Ares

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      2000 Avenue of the Stars, 12th Floor North, Los Angeles, CA 90067

      08 May , 202411:00 AM - 1:00 PM
      • Barry Miller, Chief Executive Officer of the Ares Private Markets Fund

      Market Insights with Patrick Schaffer

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      Date & time

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      27 March , 20249:00 AM - 9:30 AM Pacific
      • Patrick Schaffer, CFA, Managing Director
      • Dhanesh Bharvani, Vice President

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