Presidio Partners
View FINRA BrokerCheck informationContact us

Event calendar

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)

    Register for this event

    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

    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

    Register to Receive Call Link

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

    Registration Link

    Register for this event

    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

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

    Registration Link

    Register for this event

    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

    Register to Receive Call Link

    17 June, 202611:00 AM - 11:45 AM Pacific
    • Furhaan Khan, Managing Director, Global Banking – UBS Investment Bank
    • Douglas Monaster, Executive Director, Global Banking – UBS Investment Bank

    Registration Link

    Register for this event

    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

    Register for this event

    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

      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

      RSVP – Receive meeting link Here

      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

      22 October , 202511:00 AM - 11:45 AM Pacific
      • Casey Verst, Senior Wealth Strategist, Advanced Planning – UBS Financial Services Inc.

      Year End Planning for Entrepreneurs 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

      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

      25 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

      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

      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

        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

          Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

          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 clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

          Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

          Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

          Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

          Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

          For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

          Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

          © UBS 1998-2026. All rights reserved.

          This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

          Go to privacy settings