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Upcoming events

UBS House View: Investment Strategy Guide

Watch the replay of our latest House View live conversation, which featured insights from Jason Draho, Head of Asset Allocation CIO Americas, and Nadia Lovell, Senior US Equity Strategist CIO Americas.

Our next event will take place on Thursday, 4 May at 1:00 PM ET.

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Date & time

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Supporting links

CIO House View Monthly Livestream

04 May , 20231:00 PM - 2:00 PM Eastern

    Watch the replay

    Women, Wisdom and Wealth

    A virtual education series to bring more women to the financial table

    Our women-only discussion will focus on the messy, emotional experience of investing.

    Location

    Date & time

    Speakers

    Supporting links

    RSVP for Calendar Invite and Zoom Link

    17 May , 202311:30 AM - 12:15 PM Eastern
    • Meryl Spigelman, CEPA®, Senior Vice President - Wealth Management, Private Wealth Advisor, UBS
    • Katie, Williams, CFP®, Discovery Strategist, CIO Americas, UBS
    • Justin Waring, CFP®, Investment Strategist, CIO Americas, UBS

    Women, Wisdom and Wealth - Behavioral Biases - call invite

    What Business Owners Looking to Sell Need to Know Now

    Join us for the latest update on middle market M&A and what it means for business owners contemplating an exit

    Location

    Date & time

    Speakers

    Supporting links

    RSVP for calendar invite and webinar link

    02 August , 20231:00 PM - 1:45 PM Eastern
    • Brian Fischbein, Managing Director, Private Financing Markets, UBS Investment Bank
    • Carrie Larson, Executive Director, Senior Wealth Strategist, Advanced Planning, UBS Global Wealth Management
    • James Jack, Managing Director, Head of UBS Business Owners Client Segment

    UBS Business Owner Survey Results

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