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Event calendar

Capital Gain Tax Minimization with AQR

Overview of capital gains minimization strategies with AQR, including tax-aware portfolio construction and key considerations for maximizing after-tax investment outcomes.

Location

Date & time

Speakers

Supporting links

Register to Receive Call Link

26 August, 202612:00 PM - 12:30 PM Pacific
  • Philip Hux, Executive Director - AQR

Registration Link

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

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16 September, 202611:00 AM - 11:45 AM Pacific
  • Lora Cicconi, Tax Efficiency Planning Strategist - UBS Financial Services Inc.

Registration Link

More than Money: The Power of Strategic Investors

Bringing together female founders and funders for an intimate breakfast conversation about founder-investor alignment and how the right investor can help accelerate growth, strengthen your business and create lasting enterprise value.

Location

Date & time

Speakers

Supporting links

Ai Fiori located in The Langham 400 Fifth Ave, 2nd Floor NYC

16 September, 20268:00 AM - 10:00 AM Eastern
  • Suzanne Gauron - Managing Director at General Atlantic
  • Lauren Frassetto - Vice President at Prelude Growth Partners

Female Founders Breakfast Invite

Selling Secondary

We will explore how founders and executives are selling secondaries. We will go over why companies are staying private for longer and recent secondary activity with case studies.

Location

Date & time

Speakers

Supporting links

Register to Receive Call Link

14 October, 202611:00 AM - 11:45 AM Pacific
  • William Matthews, Head of Secondary Privates Sales and Trading – UBS Investment Bank

Registration Link

Your Wealth, Your Legacy: Building More than Your Business

Join fellow female founders for a thoughtful breakfast conversation on the strategies that help transform entrepreneurial success into lasting personal wealth and the intentional decisions you can make from scale to sale that create freedom, impact, and legacy.

Location

Date & time

Speakers

Supporting links

Ai Fiori located in The Langham 400 Fifth Ave, 2nd Floor NYC

14 October, 20268:00 AM - 10:00 AM Eastern
  • Carrie Larson- Senior Wealth Strategist, Executive Director- UBS Advanced Planning
  • Lisa Barr- Vice President at National Philanthropic Trust

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

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11 November, 202611:00 AM - 11:45 AM Pacific
  • Casey Verst, Senior Wealth Strategist, Advanced Planning – UBS Financial Services Inc.

Registration Link

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

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09 December, 202611:00 AM - 11:45 AM Pacific
  • Rudy Flesher, CEPA®, CAP®, Regional Director, West - National Philanthropic Trust

Registration Link

Capital Gain Tax Minimization with AQR

Overview of capital gains minimization strategies with AQR, including tax-aware portfolio construction and key considerations for maximizing after-tax investment outcomes.

Location

Date & time

Speakers

Supporting links

Register to Receive Call Link

26 August , 202612:00 PM - 12:30 PM Pacific
  • Philip Hux, Executive Director - AQR

Registration Link

Private Stock Lending

We will review paths to creating liquidity without selling private stock

Location

Date & time

Speakers

Supporting links

Register to Receive Call Link

22 July , 202611:00 AM - 11:45 AM Pacific
  • Steve Studnicky, Global Banking – UBS

Registration Link

Private AI and Software Founders Dinner - Menlo Park

Bringing together a select group of founders, investors, and operators for an educational dinner to discuss the current AI landscape with Principal at Coatue, Sam Saleeby.

Location

Date & time

Speakers

Supporting links

Madera at Rosewood Sand Hill, 2825 Sand Hill Rd, Menlo Park, CA 94025

14 July , 20266:30 PM - 9:30 PM
  • Sam Saleeby, Principal, Private Wealth - Coatue

Private AI and Software Dinner invite

From Scale to Sale: A Female Founder’s Journey

Bringing together female founders for candid insights and discussion on scaling with purpose, selling and wealth-building.

Please RSVP through the Supporting Links invite.

Location

Date & time

Speakers

Supporting links

Ai Fiori located in The Langham 400 Fifth Ave, 2nd Floor NYC

24 June , 20268:00 AM - 10:00 AM Eastern
  • Cate Luzio- Founder and CEO of Luminary

Female Founders Breakfast Invite

AI Investing with Coatue

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

Location

Date & time

Speakers

Supporting links

Register to Receive Call Link

17 June , 202611:00 AM - 11:30 AM Pacific
  • Sam Saleeby, Principal - Coatue Private Wealth

Registration Link

Income Tax Planning with Andersen Tax

High level education and conversation around federal and state income tax

Location

Date & time

Speakers

Supporting links

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20 May , 202611:00 AM - 11:45 AM Pacific
  • Daniel Johnson, Managing Director - Andersen Tax

Registration Link

Founders Breakfast with KKR

Bringing together founders for a conversation about private markets led by KKR, along with community building and networking over a delicious meal.

Location

Date & time

Speakers

Supporting links

Zaytinya, located in The Ritz-Carlton New York, NoMad 1185 Broadway Ground Floor, New York, NY 10001

12 May , 20268:00 AM - 10:00 AM Eastern
  • Justin Park – Managing Director, Global Client Solutions, KKR

Founders Breakfast with KKR Invite

Late-Stage AI Founders Dinner

Bringing together AI founders & funders for a conversation led by Jose Garcia, along with community building and networking over a delicious meal.

Location

Date & time

Speakers

Supporting links

Madera at Rosewood Sand Hill, 2825 Sand Hill Rd, Menlo Park, CA 94025

05 May , 20266:30 PM - 9:30 PM Pacific
  • Jose Garcia – UBS Infrastructure and AI Software Investment Banking

Late-Stage AI Founders Dinner Invite

Founders House at eMerge Americas

Bringing together local founders and those attending eMerge Americas / Miami's Global Tech Summit for drinks and hors d'oevres and an evening of networking and community building

Location

Date & time

Speakers

Supporting links

Gallery 88 -1560 Lenox Avenue, Miami Beach

23 April , 20265:30 PM - 8:00 PM Eastern

    Founders House eMerge Invite

    Advanced Planning for Startup Founders

    A deep dive into planning for startup founders, focusing on tax mitigation and trust solutions, and how to navigate volatile markets

    Location

    Date & time

    Speakers

    Supporting links

    Register to Receive Call Link

    15 April , 202611:00 AM - 11:45 AM Pacific
    • Rebecca Sterling, Senior Wealth Strategist, Advanced Planning – UBS Financial Services Inc.

    Registration Link

    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 to Receive Call Link

    18 March , 202611:00 AM - 11:45 AM Pacific
    • Christopher A. Karachale, Partner – Hanson Bridgett LLP

    Registration Link

    Founders House at the Monty Summit

    Bringing together local founders and those attending The Montgomery Summit over drinks and hors d'oeuvres for a night of networking and community building.

    Location

    Date & time

    Speakers

    Supporting links

    The Penthouse, Located in the Huntley Hotel​, 1111 2nd St, Santa Monica, CA 90403

    09 March , 20265:30 PM - 8:30 PM Pacific

      Event Invite (RSVP Below, Not Guaranteed)

      Trust Structuring for Founders

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

      Location

      Date & time

      Speakers

      Supporting links

      Register to Receive Call Link

      26 February , 202611:00 AM - 11:45 AM Pacific
      • Laura Chooljian, Senior Wealth Strategist, Advanced Planning – UBS Financial Services Inc.

      Registration Link

      Founder Breakfast with Blackstone – Miami

      Join late-stage founders to hear Blackstone’s latest thinking and 2026 outlook for private equity markets.

      Location

      Date & time

      Speakers

      Supporting links

      Dua - 1300 S Miami Ave, Miami, FL 33130 - Brickell

      26 February , 20267:45 AM - 9:30 AM Eastern
      • Will Bedor, Principal – Blackstone Private Equity
      • Mike Cambias, Managing Director - Blackstone Private Wealth

      Artist Talk with Alex Israel

      An exclusive Artist Talk with Alex Israel, the Los Angeles based artist whose practice has achieved high visibility in the worlds of art, entertainment, fashion, and tech. Alongside Alex, we will be joined by Mary Rozell, Head of the UBS Art Collection, who will moderate a discussion around Alex’s practice which is deeply entwined with the Southern California millennial lifestyle.

      The afternoon will begin with a welcome reception where guests are invited to enjoy our new presentation of works from the UBS Art Collection, which includes Avenue of the Stars, 2025, Israel’s site-specific mural installation.

      Location

      Date & time

      Speakers

      Supporting links

      UBS, 2000 Avenue of the Stars, 12th Fl. S, Los Angeles

      24 February , 20263:00 PM - 5:00 PM Pacific
      • Alex Israel - Artist
      • Mary Rozell - Head of UBS Art Collection

      Women, Wisdom, and Wealth: How Much is Enough?

      Finding the right balance for family wealth transitions

      Whether you are a wealth creator or a wealth inheritor, we invite you to join us for our next women-only discussion.   
      We will explore how to leave your children more than just money but also the wisdom to manage it and also discuss how rising-gen leaders can lean into family conversations that build clarity, capability and a strong sense of stewardship. 

      Location

      Date & time

      Speakers

      Supporting links

      Register to Receive Call Link

      19 February , 20262:00 PM - 2:45 PM Eastern
      • Liam McCormick, Senior Strategist, UBS Family Advisory
      • Julie Binder, Senior Strategist, UBS Family Advisory

      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

      Register to Receive Call Link

      21 January , 202611:00 AM - 11:45 AM Pacific
      • Jonathan Woloshin, CIO Equity Strategist, U.S. Real Estate & Lodging – UBS Financial Services Inc.

      Registration Link

      Late-Stage Founders Dinner

      Bringing together founders & funders for a conversation about private markets led by Apollo, along with community building and networking over a delicious meal.

      Location

      Date & time

      Speakers

      Supporting links

      Rosewood Sand Hill Hotel, 2825 Sand Hill Road, Menlo Park, CA

      14 January , 20266:30 PM - 9:00 PM Pacific
      • Rob Hankins, Director - Apollo Global Management

      Late-Stage Founders Dinner Invite

      UBS x JPM Healthcare Event

      Bringing together late-stage founders and those attending JPM Healthcare Conference for networking and community building over drinks and hors d'oeuvres.

      Location

      Date & time

      Speakers

      Supporting links

      Zingari Ristorante​, 501 Post Street, San Francisco, CA 94102

      13 January , 20265:00 PM - 8:00 PM Pacific

        UBS x JPM Healthcare Invite

        Founders House at HLTH Las Vegas

        Bringing together local healthcare founders and leaders attending the HLTH 25 conferenceover drinks and heavy hors d'oeuvresfor an evening of education on direct indexing & social networking.

        Location

        Date & time

        Speakers

        Supporting links

        TAO Las Vegas, The Venetian Resort, 3377 S Las Vegas Blvd, Las Vegas, NV 89109

        19 October , 20256:30 PM - 9:30 PM Pacific
        • Jason English, Global Banking, Co-Head of Healthcare Americas - UBS Investment Bank
        • Mike DelBello, V.P., Regional Sales Coordinator - PGIM

        Founders House HLTH Invite

        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 Lunch in SF Invite

        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

        Founders Dinner in Palo Alto Invite

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