Upcoming events

UBS House View livestream: Inflections diverge

In our Year Ahead report we said 2023 would be a year of inflections. Given the latest global developments, this view remains intact, but the latest data suggest these inflections are happening at different times for different regions.

How should investors read these divergent inflection points and prepare their portfolios? Tune in to this month’s CIO House View Monthly livestream for an insightful conversation from the UBS Chief Investment Office, hosted by Solita Marcelli, UBS Chief Investment Officer Americas.

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livestream

02 March , 20231:00 PM - 1:30 PM Eastern

  • Solita Marcelli, UBS Chief Investment Officer, Americas

Inflection point or breaking point?

The collapse of Silicon Valley Bank and the subsequent turmoil in the banking sector have prompted comparisons with the global financial crisis. Yet despite recent market headlines, the S&P 500 is still closer to its six-month high than its six-month low. As we consider what to make of this seeming anomaly, three key questions are top of mind for investors: Have policymakers averted a full-blown crisis? What does it all mean for the economy? Where next for interest rates?

Confidence is still fragile, volatility is likely to remain high, and policymakers may yet have to go further to ensure that faith in the global financial system stays solid. But regulations brought in after the global financial crisis to boost bank capital and liquidity ratios, combined with the magnitude of policymakers’ responses over the last couple of weeks, mean this episode looks unlikely to evolve into something akin to the 2008–09 meltdown.

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online

06 April , 20231:00 PM - 1:30 PM Eastern

  • UBS Chief Investment Office

www.ubs.com/ciolive

Protect Yourself against Cybercrime

Please join us for a zoom presentation as we learn from Dr. Chris Pierson, Founder & CEO of BlackCloak™. Dr. Pierson will discuss today's threats and what you should be doing to protect yourself.

BlackCloak™ serves as a concierge cybersecurity partner working with clients to protect their identities, reputations, families and finances from cyber risk.

- Did you know hackers can use your home camera as a backdoor to your home network?

- Children are increasingly the victims of identity theft - 51% more than adults!

- When you download a bad link, did you know malware gives the hacker the ability to record your keystrokes acquiring your usernames and passwords?

  

 

Speaker

 

Dr. Chris Pierson
Founder & CEO
BlackCloak™

 

 

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Zoom

10 May , 20232:30 PM - 3:15 PM Mountain

  • Dr. Chris Pierson, Founder & CEO

https://ubs-meetings.zoom.us/j/94213933752?pwd=RVBISk5ZRmxDZ2pUMWthREw5TmhnZz09

Summer of Artificial Intelligence (AI) Webinar Series

The artificial intelligence boom is in full effect. From ChatGPT to robots, autonomous vehicles, and more, its disruptive nature is being felt around the world—across industries and in every walk of life. So will AI fuel the next great surge in productivity, innovation, and economic prosperity? Or is it the next great threat to jobs, industries, or even…humanity itself?

To explore these questions and more, we’re launching a new webinar series featuring top experts from the field, academia, and our own CIO team. Across four virtual events, we’ll cover all you need to know about AI, including its origins, modern-day applications, impact on areas like labor, education, and the economy, and of course the investment implications.

The first webinar will take place on Thursday, June 29 at 1 p.m. ET and feature Dr. Jules White, Associate Dean for Strategic Learning Programs and Associate Professor of Computer Science at Vanderbilt University. Dr. White is a renowned expert in the field and will be talking to our host, Anthony Pastore, about the past, present, and future state of artificial intelligence.

Watch live: Link

Date and time: Thursday, June 29 at 1:00 p.m.ET

Add to calendar: Link

Replay: Available shortly after the event concludes

Visit our dedicated webpage for more information on the full series.

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Zoom

29 June , 20231:00 PM - 1:30 PM Eastern

  • Dr. Jules White, Associate Dean for Strategic Learning Programs and Associate Professor of Computer Science at Vanderbilt University

Summer of Artificial Intelligence

Summer of AI

Last month, the UBS Chief Investment Office (CIO) kicked off its Summer of Artificial Intelligence (AI) webinar series, with our first segment covering the origins of AI. This week, our second webinar will focus on the investment implications of AI, diving into the near and long-term market impact, key opportunities, and risks.

 

Is the near-term hype justified after the AI-fueled rally? Or could we be in the midst of a bubble? And what are best ways to play AI long-term? To address these questions and more, Anthony Pastore will host a conversation on Thursday, July 13 at 1 p.m. ET with:

  • Kevin Dennean, Technology Sector Strategist, UBS CIO
  • Jeremie Capron, Partner and Director of Research, ROBO Global,
  • Jay Jacobs, Managing Director, US Head of Thematics and Active Equity ETFs, BlackRock

Watch live: Link

Date and time: Thursday, July 13 at 1:00 p.m.ET

Add to calendar: Link

Replay: Available shortly after the event concludes

 

Visit our dedicated webpage and watch this short promotional video for more information

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13 July , 20231:00 PM - 1:30 PM Eastern

  • Kevin Dennean, Technology Sector Strategist, UBS CIO
  • Jeremie Capron, Partner and Director of Research, ROBO Global,
  • Jay Jacobs, Managing Director, US Head of Thematics and Active Equity ETFs, BlackRock

Wind in your sales - Setting course for a successful business sale

After a robust cycle for middle-market business sales, the headlines about the state of the M&A market look to be weighing on business owners. Many regret not selling sooner and worry about falling valuations, according to the latest UBS Investor Watch report. Have business owners missed the proverbial boat?

In this national webinar, experts from UBS will discuss the report’s findings and offer their thoughts on the latest market trends affecting business owners’ sales and exit opportunities, addressing what owners can be doing now to prepare themselves and their business for one of life’s most significant financial events.

Please join us Wednesday, August 2nd from 1:00 to 1:45 p.m. ET featuring:

  • James Jack, Managing Director, Head of Business Owners and Multigenerational Wealth Client Segments, UBS Global Wealth Management
  • Brian Fischbein, Managing Director, Private Financing Markets & OneBank Coverage, UBS Investment Bank
  • Carrie Larson, Executive Director, Senior Wealth Strategist, Advanced Planning, UBS Global Wealth Management

The panel will discuss the report, the current M&A market trends for middle-market business owners and key planning strategies to support the people and causes that matter most. The discussion will include some of the latest key sector insights (such as on technology, health care and others) and sales to employees via an Employee Stock Ownership Plan (ESOP).

Watch live and anonymously: www.ubs.com/businessservices

E-Mail questions in advance to sh-wmabusinessowners@ubs.com

Read speaker bios

Date and time: Wednesday, August 2 at 1:00 – 1:45 p.m.ET (10:00 – 10:45 a.m. PT)

Add to calendar: Link

Replay: Available shortly after the event concludes

Read the report at www.ubs.com/planforexit and visit www.ubs.com/businessservices for more information.

 

 

This event is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. The views and opinions expressed may not be officially those of UBS Financial Services Inc. and the firm does not verify nor guarantee the accuracy or completeness of the information presented. UBS Financial Services Inc. does not provide legal or tax advice and this does not constitute such advice. UBS strongly recommends that persons obtain appropriate independent legal, tax, and other professional advice.

Important information about brokerage and advisory services.
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 you understand the ways in which we conduct business, that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.

UBS Financial Services Inc.
ubs.com/fs

© UBS 2023. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. UBS Financial Advisors are Registered Representatives of UBS Financial Services Inc. IS2304339 Exp: 7/31/2024

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Watch live and anonymously: www.ubs.com/businessservices

02 August , 20231:00 PM - 1:45 PM Eastern

  • James Jack, Managing Director, Head of Business Owners and Multigenerational Wealth Client Segments
  • Brian Fischbein, Managing Director, Private Financing Markets & OneBank Coverage, UBS Investment Bank
  • Carrie Larson, Executive Director, Senior Wealth Strategist, Advanced Planning

Obesity Therapies: Weighing the impact

Obesity is among the world’s largest public health crises, with the number of impacted adults projected to jump 50% by 2030.

During the past year, treatment methods have rapidly evolved. There is heightened enthusiasm around prescription weight loss drugs, especially GLP-1 (glucagon-like peptide 1) medications, which were originally developed to treat Type II diabetes. GLP-1s1 can regulate appetite and have emerged as a new generation of anti-obesity drugs after showing strong efficacy in helping non-diabetics lose weight.

So what does the future hold for these medications, and what could the impact be on society, the economy, the healthcare sector, and more? The UBS Chief Investment Office (CIO) invites you to a deep-dive conversation with Dr. Jamie Kane, Director, Northwell Health Center for Weight Management, and Paul Donovan, Chief Economist, UBS Global Wealth Management, hosted by Anthony Pastore.

We encourage you to tune in on Monday, October 2 at 1 p.m. ET. See below for additional details and resources.

Watch live: Link

Date and time: Monday, October 2 at 1 p.m.ET

Add to calendar: Link

Replay: Available shortly after the event concludes

 

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02 October , 202312:00 PM - 12:45 PM Eastern

  • Dr. Jamie Kane, Director, Northwell Health Center for Weight Management
  • Paul Donovan, Chief Economist, UBS Global Wealth Management

Hamas attack on Israel: Outlook and Implications

On Thursday at 4 PM ET, our Chief Investment Office will be hosting a client conversation covering the attack on Israel by Hamas, what has happened so far, potential scenarios moving forward, and the near- and long-term implications.

 

General David H. Petraeus (US Army, Ret), Partner at KKR, Chairman of the KKR Global Institute, and former Director of the CIA, will join Solita Marcelli, Chief Investment Officer Americas for UBS Global Wealth Management, for the discussion. Below are additional details.

 

Event details:

 

  • Watch live: Watch live
  • Date and time: October 12 at 4 PM ET
  • Add to calendar: Click here
  • Replay: Available at the same link shortly after

 

General Petraeus is a Partner at KKR and Chairman of the KKR Global Institute, which he established in May 2013. Prior to joining KKR, he served over 37 years in the US military, culminating his career with six consecutive commands, five of which were in combat, including command of the Surge in Iraq, command of US Central Command, and command of coalition forces in Afghanistan. Following his retirement from the military, he served as Director of the CIA during a period of significant achievements in the global war on terror, the establishment of important Agency digital initiatives, and significant investments in the Agency’s most important asset, its human capital.

 

I hope you can watch and please let me know if you have any questions.

Research from CIO GWM is provided by UBS Financial Services Inc. UBS Financial Services Incorporated of Puerto Rico is a subsidiary of UBS Financial Services Inc. In Canada, research from CIO GWM is provided by UBS Investment Management Canada Inc.

The views expressed in the research provided do not constitute a personal recommendation or take into account the particular investment objectives, investment strategies, financial situation and needs of any specific individuals. They are based on numerous assumptions. Different assumptions could result in materially different results. We recommend that you obtain financial and/or tax advice as to the implications (including tax) prior to investing.

Important information about brokerage and advisory services.
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 you understand the ways in which we conduct business, that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.

UBS Financial Services Inc.
ubs.com/fs
2022-710950

© UBS 2023. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. UBS Financial Advisors are Registered Representatives of UBS Financial Services Inc.

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ubs.com/ciolive

12 October , 20234:00 PM - 5:00 PM Eastern

  • General David H. Petraeus (US Army Ret), Partner at KKR, Chairman of the KKR Global Institute and former Director of the CIA
  • Solita Marcelli, Chief Investment Officer Americas for UBS

Understanding the Cyber Threats for the Entrepreneur and Small Business Owner

Please join us for an insightful conversation understanding the risks around data protection for the entrepreneur or small business owner. We have invited senior leadership from Alliant to educate our business owners on the risks, what you can do to protect one of your most valuable assets, data as well as understanding the landscape of the cyber insurance market.

Guests welcome.

Alliant is one of the top 5 largest commercial retail insurance brokerage firms in the U.S. as well as a significant player regionally. They excel in entrepreneurialism, collaboration and innovation to create solutions that uniquely deliver.

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Zoom

25 January , 20241:30 PM - 2:10 PM Mountain

  • Jay Stampfl, Managing Director, Alliant
  • Brendan Hall, Senior Vice President, Alliant