Upcoming events

Women, Wisdom and Wealth

Virtual education series to bring more women to the financial table.

In this session, we will get past all the financial jargon to answer these questions about bonds.

• What is a bond?
• How can bonds generate a reliable income stream with potentially lower risk than other investments?
• What factors influence bond prices?
• Should I have bonds in my portfolio?

Location

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Zoom

28 February , 20238:00 PM - 8:45 AM Eastern

  • Meryl Spigelman, Senior Vice President - Wealth Management, Private Wealth Advisor
  • Alina Golant, Senior Fixed Income Strategist, CIO Americas

Event invitation

April - UBS House View: Investment Strategy Guide

Location

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CIO House View Monthly Livestream

06 April , 20231:00 PM - 2:00 PM Eastern

    Join Live

    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.

    Location

    Date & time

    Speakers

    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