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Event calendar

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

    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

    Supporting links

    RSVP For Zoom Link and Calendar Invite

    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

    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

    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

    Supporting links

    RSVP For Zoom Link and Calendar Invite

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

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