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 |
|
October 22 2025
11:00 AM-11:45 AM Pacific
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 |
12 November, 202511:00 AM - 11:45 AM Pacific |
|
November 12 2025
11:00 AM-11:45 AM Pacific
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 |
|
December 10 2025
11:00 AM-11:45 AM Pacific
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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