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Event calendar

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 Microsoft Teams Link

24 September, 202511:00 AM - 11:45 AM Pacific
  • Lora Cicconi, Tax Efficiency Planning Strategist - UBS Financial Services Inc.

Planning for Partners in VC, PE & Angel Investors Invite

Register for this event

Founders Lunch with Blackstone - San Francisco

Join us for Lunch in the heart of San Francisco to hear Blackstone's latest thinking on all things private markets.

Location

Date & time

Speakers

Supporting links

Kokkari Estiatorio, 200 Jackson St, San Francisco, CA 94111

24 September, 202512:30 PM - 2:30 PM Pacific
  • Michael Dupuis, Managing Director - Blackstone Private Wealth

Founders Dinner with Blackstone - Palo Alto

Join us for Dinner in the heart of Palo Alto to hear Blackstone's latest thinking on all things private markets.

Location

Date & time

Speakers

Supporting links

The Sea by Alexander's Steakhouse, 4269 W El Camino Real, Palo Alto, CA 94306

24 September, 20256:30 PM - 8:30 PM Pacific
  • Michael Dupuis, Managing Director - Blackstone Private Wealth

Selling Secondary

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

Supporting links

RSVP For Microsoft Teams Link

22 October, 202511:00 AM - 11:45 AM Pacific
  • Peter Bentley, Vice President – The Carlyle Group

Selling Secondary Invite

Register for this event

Year End Planning for Entrepreneurs

Things to think about before year end, planing opportunities and changes to be aware of for next year.

Location

Date & time

Speakers

Supporting links

RSVP for Microsoft Teams Link

19 November, 202511:00 AM - 11:45 AM Pacific
  • Laura Chooljian, Senior Wealth Strategist, Advanced Planning – UBS Financial Services Inc.

Year End Planning for Entrepreneurs Invite

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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

RSVP for Microsoft Teams Link

10 December, 202511:00 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

Register for this event

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 Microsoft Teams Link

18 August , 202511:30 AM - 12:15 PM Pacific
  • Daniel Johnson, Managing Director - Andersen Tax

Income Tax Planning with Andersen Tax Invite

One Big Beautiful Bill – Tax Change Overview

Overview of the "One Big Beautiful Bill," its implications, and how it will affect you and your business.

Location

Date & time

Speakers

Supporting links

RSVP for Microsoft Teams Link

23 July , 202511:00 AM - 11:45 AM Pacific
  • Andrea Sanft, Senior Wealth Strategist, Advanced Planning – UBS Financial Services Inc.

One Big Beautiful Bill Invite

Founders Dinner at Madera Rosewood Sand Hill

Bringing together late-stage founders and those attending UBS Private Software & Internet Conference for networking and community building.

Location

Date & time

Speakers

Supporting links

2825 Sand Hill Rd, Menlo Park, CA 94025

15 July , 20256:30 PM - 9:00 PM Pacific

    Founders Dinner at Madera Invite

    Private Stock Lending

    Review paths to creating liquidity without selling private stock.

    Location

    Date & time

    Speakers

    Supporting links

    RSVP for Calendar Invite and Microsoft Teams Link

    18 June , 202510:00 AM - 10:45 AM Pacific
    • Steve Studnicky, Global Banking – UBS

    https://events.teams.microsoft.com/event/abb15a74-33db-4ec7-b3ee-85bf7c85307a@fb6ea403-7cf1-4905-810a-fe5547e98204

    Concours d'Elegance in Beverly Hills

    Join us this Father’s Day Sunday, June 15th, as we host select clients and their families for a special morning of historic cars and brunch.

    Location

    Date & time

    Speakers

    Supporting links

    131 S. Rodeo Dr., Beverly Hills, CA 90212

    15 June , 202510:00 AM - 4:00 PM Pacific
    • Presidio Partners

    UBS Concours d'Elegance Invite

    UBS Founders House Dinner at New York Tech Week

    Bringing together late-stage founders and those attending a16z’s New York Tech Week over dinner for networking and community building. 

    Location

    Date & time

    Speakers

    Supporting links

    RSVP to receive calendar invite

    04 June , 20256:00 PM - 9:00 PM Eastern

      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

      Supporting links

      RSVP For Meeting Link and Calendar Invite

      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

      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

      RSVP for Meeting Link and Calendar Invite

      16 April , 202511:00 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

      Register with the Link in this table

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

      https://events.teams.microsoft.com/event/be7b2bca-05c1-4191-83e9-5831c2cb3637@fb6ea403-7cf1-4905-810a-fe5547e98204

      Trust Structuring for Founders

      Location

      Date & time

      Speakers

      Supporting links

      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

      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

      Supporting links

      RSVP For Zoom Link and Calendar Invite

      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

      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

      Supporting links

      RSVP to receive calendar invite

      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

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