Presidio Partners
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Event calendar

Private Market & Tech Sector

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

Location

Date & time

Speakers

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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

Register for this event

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

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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

Income Tax Planning with Andersen Tax

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

Location

Date & time

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

Income Tax Planning with Andersen Tax Invite

Register for this event

Private Market & Tech Sector Conference Call

Overview of private market VC/PE activity with focus on the tech sector.

Location

Date & time

Speakers

Supporting links

RSVP for Calendar Invite and Zoom Link

10 May , 202310:00 AM - 10:40 AM Pacific
  • Douglas Monaster, Product Specialist OneBank Coverage - UBS

Private Market & Tech Sector Conference Call Invite

Liquidity Lunch -San Francisco

Presidio Partners of UBS will be hosting an advanced planning conversation with insights focued on Qualified Small Business Stock for founders approaching a liquidity event.

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Supporting links

San Francisco

01 June , 202312:30 PM - 2:30 PM Pacific
  • Rebecca Sterling of UBS Advanced Planning
  • Christopher Karachale of Hanson Bridgett

Invite

Liquidity Dinner -Palo Alto

Presidio Partners of UBS will be hosting an advanced planning conversation with insights focued on Qualified Small Business Stock for founders approaching a liquidity event.

Location

Date & time

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Supporting links

Palo Alto

01 June , 20236:30 PM - 8:30 PM Pacific
  • Rebecca Sterling of UBS Advanced Planning
  • Christopher Karachale of Hanson Bridgett

Invite

Private Stock Lending

Review paths to creating liquidity without selling private stock.

Location

Date & time

Speakers

Supporting links

RSVP for Calendar Invite and Zoom Link

07 June , 202310:00 AM - 10:40 AM Pacific
  • Mike Maquet , GFIW-Americas Relationship Manager - UBS

Private Stock Lending Call Invite

Father's Day Concours d’Elegance Brunch

Join us this Father’s Day Sunday, June 18th, as we host an incredible group of clients and their families for a special morning of community, great cars and hosted brunch.

The Beverly Hills Concours d’Elegance is considered one of the globe’s preeminent automotive events, with select cars positioned just a walk away on Rodeo Drive for the public to view.

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Beverly Hills

18 June , 202310:00 AM - 12:00 PM Pacific

    Father's Day Concours d’Elegance Brunch Invite

    Presidio & Andersen Tax QSBS Dinner

    Join a select group of founders for a special evening of good food, great community and valuable insights with focus on Qualified Small Business Stock.

    Location

    Date & time

    Speakers

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    RSVP for Details

    20 June , 20236:00 PM - 8:00 PM Eastern
    • Chuck Korasick will be joined by Mark Crawford and Patrick Lavelle, both QSBS experts at Andersen Tax, for an advanced planning conversation for founders approaching a liquidity event

    Presidio & Andersen Tax QSBS Dinner Invite

    Exit Right 2.0 - Optimizing the Sale

    Review and conversation with the book’s co-author who’s also a serial entrepreneur and venture partner.

    Location

    Date & time

    Speakers

    Supporting links

    RSVP for Calendar Invite and Zoom Link

    19 July , 202311:15 AM - 11:55 AM Pacific
    • Mark Achler, Co-Author of Exit Right: How to Sell Your Startup, Maximize Your Return & Build Your Legacy

    Exit Right 2.0 - Optimizing the Sale 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 Calendar Invite and Zoom Link

    19 September , 202311:00 AM - 11:45 AM Pacific
    • Ann Bjerke, Head Advanced Planning Advanced Planning Group -UBS

    Planning for Partners in VC, PE and Angel Investors Invite

    Founders House in Las Vegas

    Bringing together local founders and those attending the HLTH 2023 conference over drinks for an evening of social networking  

    Location

    Date & time

    Speakers

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    Register for event details

    08 October , 20237:00 PM - 9:30 PM Pacific
    • Michael Costanza - UBS Investment Bank Americas Healthcare

    Founders House In Las Vegas UBS 10.8.23 Invite

    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

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    RSVP for Calendar Invite and Zoom Link

    18 October , 202311:15 AM - 11:55 AM Pacific
    • Lora Cicconi, Senior Income Tax Strategist -UBS

    Year End Planning for Entrepreneurs Invite

    Private Markets ​ Q&A with Blackstone​

    Join us to hear Blackstone’s latest thinking on all things private markets. 

    Location

    Date & time

    Speakers

    Supporting links

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    08 November , 20239:00 AM - 9:45 AM Pacific
    • Bill Tugurian ​ Managing Director, Private Wealth Solutions Group -Blackstone
    • Akim Arhipov ​ Fund manager - Fund Fellow Founders (FFF.VC)

    2023 Art Basel - Collectors Lounge Experience

    Art Basel Miami Beach brings the international art world together with over 280 leading galleries and more than 4,000 artists. The U.S. show features renowned galleries from five continents showing significant works by masters of modern and contemporary art, as well as the new generation of emerging talent. UBS has been the Lead Partner of Art Basel Miami Beach since its inception in 2002.

    Location

    Date & time

    Speakers

    Supporting links

    Register to request invite

    07 December , 20235:00 PM - 7:00 PM Eastern
    • Register to request details

    Conversation with the Partners

    Join the founders of our team as they walk us through their business and the unique resources we bring to our clientele

    Location

    Date & time

    Speakers

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    14 December , 202311:00 AM - 11:45 AM Pacific
    • Warren Coughlin Senior Vice President
    • Chuck Korasick, Managing Director

    December Conversation with the Partners Conference Call Invite '23

    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

    17 January , 202411:00 AM - 11:45 AM Pacific
    • Jonathan Woloshin, CIO Equity Strategist, US Real Estate & Lodging at UBS

    Explore the Real Estate Market 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

    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

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    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

    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

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