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Event calendar

Trust Structuring for Founders

Location

Date & time

Speakers

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RSVP for Zoom Link - Please allow 24 hours for registration to be finalized

19 February, 202511:00 AM - 11:45 AM Pacific
  • Casey Verst, Senior Wealth Strategist, Advanced Planning Group at UBS

Trust Structuring for Founders Invite

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Deep Dive Into QSBS (Qualified Small Business Stock)

Join us for a conversation around the intricacies and opportunities of QSBS /Section 1202 for tech founders. 

Location

Date & time

Speakers

Supporting links

Register for Zoom Link - Please allow at least 24 hours for your RSVP to be finalized.

19 March, 202511:00 AM - 11:45 AM Pacific
  • Christopher A. Karachale, Partner, Hanson Bridgett LLP

Deep Dive into QSBS Call Invite

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Advanced Planning for Startup Founders

Pre and post planning for startup founders, focusing on tax minimization and trust solutions.

Location

Date & time

Speakers

Supporting links

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16 April, 202511:00 AM - 11:40 AM Pacific
  • Rebecca Sterling, Senior Wealth Strategist - Advanced Planning Group - UBS

Advanced Planning for Startup Founders Invite

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Private Market & Tech Sector

Overview of private market through exploring venture capital and private equity activity with focus on the technology sector

Location

Date & time

Speakers

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21 May, 202511:00 AM - 11:45 AM Pacific
  • Douglas Monaster, Product Specialist OneBank Coverage - UBS
  • Furhaan Khan, Global Banking - Americas Technology

Private Market & Tech Sector Call Invite

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Explore the Real Estate Market

Gain insight on the current state of the U.S. real estate market and where it could be headed

Location

Date & time

Speakers

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22 January , 202511:00 AM - 11:45 AM Pacific
  • Jonathan Woloshin, CIO Equity Strategist, US Real Estate & Lodging at UBS

Explore the Real Estate Market Invite

Selling Secondary - Founder Webinar

We will explore how founders and executives are selling secondaries with UBS professionals. We will go over why companies are staying private for longer, and overview of UBS US Private Markets capabilities, and recent secondary activity with case studies.

Location

Date & time

Speakers

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11 December , 202411:00 AM - 11:45 AM Pacific
  • Stewart Kesmodel - Head of Capital Market Solutions, UBS
  • Natasha Motwani - Global Markets, Private Market Sales, UBS
  • Rich Guastello - Global Markets, Trade, UBS

Selling Secondary - Invite

Donor Advised Fund vs Private Foundation

Explore the differences and advantages of both a donor advised fund (DAF) and a private foundation for entrepreneurs and tech founders.

Location

Date & time

Speakers

Supporting links

Register for Zoom Link - Please allow at least 24 hours for your RSVP to be finalized.

06 November , 202411:00 AM - 11:45 AM Pacific
  • Carrie Jean Larson, Senior Wealth Strategist – UBS Advanced Planning
  • Rudy Flesher, CEPA®, CAP®, Regional Director, West - National Philanthropic Trust

Donor Advised Fund vs Private Foundation Invite

Year End planning for Entrepreneurs

Things to think about before year end, planning opportunities and changes to be aware of next year

Location

Date & time

Speakers

Supporting links

RSVP for unique Zoom Link

09 October , 202411:00 AM - 11:45 AM Pacific
  • Lora Cicconi, Senior Income Tax Strategist - UBS

Year End Planning for Entrepreneurs Call Invite

Planning for Partners in VC, PE & Angel Investors

A deep dive into planning for VC & PE partners and angel investors, focusing on tax mitigation, trust solutions, and best practices

Location

Date & time

Speakers

Supporting links

RSVP for Zoom Link

18 September , 202411:00 AM - 11:45 AM Pacific
  • Rebecca Sterling, Senior Wealth Strategist - Advanced Planning Group -UBS

Planning for Partners in VC, PE & Angel Investors Call Invite

Founders Dinner in Boston

Location

Date & time

Speakers

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16 September , 20246:00 PM - 8:30 PM Eastern
  • UBS Investment Bank Michael Costanza and Kevin Donahue

UBS Dinner in Boston Invite

Election Watch

Please join us for a special Election Watch discussion as we discuss the upcoming election, including macroeconomic implications, potential outcomes, and resulting impacts to your investment portfolio.

Location

Date & time

Speakers

Supporting links

Register for Zoom Link - Please allow at least 24 hours for your RSVP to be finalized.

06 September , 202411:00 AM - 11:45 AM Pacific
  • Shane Lieberman, a Senior Governmental Affairs Advisor based in Washington, D.C. - UBS

Election Watch Call Invite

Income Tax Planning with Andersen Tax

High level education and conversation around federal and state income tax.

Location

Date & time

Speakers

Supporting links

RSVP for Calendar Invite and Zoom Link

14 August , 202411:00 AM - 11:45 AM Pacific
  • Daniel Johnson, Managing Director - Andersen Tax

Income Tax Planning with Andersen Tax Invite

Money Doesn’t Grow on Trees

Join us and the books author to explore how to approach financial discussion with children and raising financially responsible young adults

Location

Date & time

Speakers

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17 July , 202411:00 AM - 11:45 AM Pacific
  • Neale Godfrey, Author of Money Doesn’t Grow on trees

Private Stock Lending

We will review paths to creating liquidity without selling private stock.

Location

Date & time

Speakers

Supporting links

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12 June , 202411:00 AM - 11:45 AM Pacific
  • Steve Studnicky, Global Banking – UBS

Private Stock Lending Call Invite

Private Market & Tech Sector

Overview of private market Venture Capital and Private Equity activity with focus on the tech sector

Location

Date & time

Speakers

Supporting links

RSVP for Calendar Invite and Zoom Info

08 May , 202411:00 AM - 11:40 AM Pacific
  • Douglas Monaster, Product Specialist OneBank Coverage - UBS
  • Vikram Kaushik, Global Banking - Americas TMT (Technology)

Private Market & Tech Sector Invite

Advanced Planning for Startup Founders

A deep dive into planning for startup founders, focusing on tax mitigation and trust solutions

Location

Date & time

Speakers

Supporting links

RSVP for Calendar Invite and Zoom Info

10 April , 202411:00 AM - 11:40 AM Pacific
  • Rebecca Sterling, Senior Wealth Strategist - Advanced Planning Group -UBS

Advanced Planning for Startup Founders Invite

Deep Dive Into QSBS

(Qualified Small Business Stock)

Join us for a conversation around the intricacies and opportunities of QSBS /Section 1202 for tech founders. 

 

Location

Date & time

Speakers

Supporting links

RSVP for Calendar Invite and Zoom Link

20 March , 202411:00 AM - 11:45 AM Pacific
  • Christopher A. Karachale, Partner, Hanson Bridgett LLP

Deep Dive Into QSBS Invite

Trust Structuring for Founders

Strategies on how to best navigate your liquidity event through volatile markets.

Hosted by: Presidio Partners

Warren Coughlin, CFP® Senior Vice President

Speaker: Casey Verst, Senior Wealth Strategist, Advanced Planning Group at UBS

Wednesday, February 21st from 11am-11:45am PT

Location

Date & time

Speakers

Supporting links

RSVP for Calendar Invite and Zoom Link

21 February , 202411:00 AM - 11:45 AM Pacific
  • Casey Verst, Senior Wealth Strategist, Advanced Planning Group at UBS

Trust Structuring for Founders Invite

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