Event calendar

Value investing in a changing world: Special fireside chat with Bill Ackman and Ryan Israel

On Friday, May 2, Mark Axelowitz, Managing Director and UBS Private Wealth Advisor, and I will be hosting a special fireside chat on the outlook for the world, economy, and value investing with Bill Ackman, Founder and CEO of Pershing Square Capital Management, and Ryan Israel, Chief Investment Officer at Pershing Square Capital Management.

 

We have limited seats available to join the conversation in person at the Hilton in Omaha, Nebraska—for UBS FAs, clients, and prospects located in surrounding markets, or for those attending the annual Berkshire Hathaway Shareholder meeting* that is also taking place that weekend in Omaha. The conversation will also be available virtually both live and as a replay.

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Virtual Event

02 May, 20252:00 PM - 3:00 PM Central

  • Solita Marcelli - Chief Investment Officer, UBS GWM
  • Mark Axelowitz, UBS Private Wealth Advisor
  • Bill Ackman & Ryan Isreal , Pershing Square Capital Management

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Business Panel Event: Unlock the True Potential of Your Business.

Your business is likely your most valuable asset, but do you know its true worth? Have you ever wondered how others might view it? 

We’re bringing together a panel of industry leaders to discuss Business Value. This discussion will provide actionable insights, covering:
• The key factors that drive value in private businesses
• Common pitfalls that can diminish value
• Practical steps you can take today to increase your business’s worth

Join us for an engaging and informative conversation as we hear from a diverse group of experts, including Business Advisors, Mergers and Acquisitions Attorneys, Investment Bankers, and CPAs. They’ll share real-world examples of how they’ve helped business owners like you unlock greater value and prepare for the future.

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Liberty Center - 151 Meeting Street *Suite 600* Charleston, SC 29401

13 May, 20254:30 PM - 6:00 PM Eastern

  • Ladd G. Lumpkin, CFA® Managing Director – Wealth Management Financial Advisor UBS Financial Services Inc.
  • Beau Daen Senior Associate Nelson Mullins LLP
  • Peter K. Barton, CFA® Director Elliott Davis

Click to RSVP for Event

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