Event calendar

UBS ElectionWatch: After the convention

We are pleased to invite you to joing the UBS ElectionWatch 2024 "After the convention" virutal event.  

Watch Tom McLoughlin, Co-Lead of ElectionWatch, CIO Americas, and Nadia Lovell, Senior U.S. Equity, CIO Americas, discuss thier takeaways from the Democratic National Convention and the implications for policy, politics, and your investments!

Middle East Escalation: Outlook and implications

Tensions in the Middle East continue to rise following Iran’s attack on Israel. To discuss the latest developments and what could happen next, we will host a special client conversation on April 17 with Admiral James Stavridis, Vice Chair of Global Affairs at The Carlyle Group, who previously served as the 16^th Supreme Allied Commander at NATO.

My colleagues Paul Donovan, UBS CIO Chief Economist, and Jay Dobson, Energy and Utilities Sector Strategist, will join Solita Marcelli, UBS Global Wealth Management CIO, to discuss the implications for the economy, Federal Reserve, oil markets, and investments. Below are additional speaker and event details to share with your clients and prospects.

Election Impact Call

Our first guest is Congresswoman Ashley Hinson (R-Iowa), who will talk with us about the Iowa Republican Caucus on January 15th.  Shane Lieberman will interview her about the state of play in Iowa, her assessments of the GOP presidential candidates’ chances, what voters are telling her and other issues relevant to the January 15th caucus.  The Iowa Republican caucus will be the very first official contest of presidential candidates from either party this year and will kick off the delegate-awarding process.

Dial-in: 866-803-2145 Passcode: 6249410

Institutional Insights: A virtual conversation

UBS Institutional Insights—a virtual conversation series from UBS Workplace Wealth Solutions—offers access to the latest thought leadership on the challenges and opportunities facing employers. Each call includes expert analysis on the markets and a timely topic from a guest speaker.

Tune into the next webcast on Tuesday, December 12th to hear from the following speakers:

Mike Ryan, Divisional Vice Chairman, UBS Global Wealth Management, will provide a market commentary and economic outlook tailored to issues relevant to you.

Dan Campanelli, Retirement Advisor Channel Manager, Paychex Retirement Services, will discuss Secure 2.0 Act and 2024 provisions.

Mike Griffin (host), Head of UBS Workplace Wealth Solutions Sales and Relationship Management.

Please reach out to me with any questions.

For corporate and institutional clients and prospects; not for plan participants.

You must register to join the Zoom webcast (please RSVP and I will email you the registration link).

Policy & Politics

How will the results of the 2024 elections affect tax and retirement policy?

What are the potential legislative changes?

Please join for a discussion with John Savercool, UBS Managing Director-Head of Governmental Affairs and John Tousley, Goldman Sachs Managing Director-Strategic Advisory Solutions.  They will share their insights on topics such as the future makeup of Congress next year, prospects for meaningful legislation impacting retirement plans, the outlook on future income and estate tax policy and impact on the markets.

Don’t miss the opportunity to hear their perspective.