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CIO Special UBS Election Watch Event in La Jolla

Please join for a special Election Watch discussion featuring Mike Ryan, UBS Vice Chairman and former Chief Investment Officer of UBS Global Wealth Management. Mike will be joined by UBS colleague Shane Lieberman, a Senior Governmental Affairs Advisor based in Washington, D.C. Together with our partners at Dimensional Fund Advisors and Belle Haven Investments, expect an engaging discussion on the upcoming election, including macroeconomic implications, potential outcomes, and resulting impacts to your investment portfolio.

Refreshments and light bites to be provided by Dimensional Fund Advisors and Belle Haven Investments

Special guest speakers

Mike Ryan, CFA
Vice Chairman, UBS Global Wealth Management
UBS

Shane Lieberman
Senior Governmental Affairs Advisor
UBS

Apollo Lupescu, PhD
Vice President
Dimensional Fund Advisors

Stan Sattler
Director of Investment Solutions
Belle Haven Investments

Hosted by

UBS Global Wealth Management
Lauren Gorsche, Market Executive

Location

Date & time

Speakers

Supporting links

The Lodge at Torrey Pines, 11480 N Torrey Pines Road La Jolla, CA 92037

12 September , 20244:30 PM - 7:00 PM Pacific
  • Mike Ryan, CFA, Vice Chairman, UBS Global Wealth Management, UBS
  • Shane Lieberman, Senior Governmental Affairs Advisor, UBS
  • Apollo Lupescu, PhD, Vice President, Dimensional Fund Advisors

CIO Special UBS Election Watch Event in Beverly Hills

lease join for a special Election Watch discussion featuring Mike Ryan, UBS Vice Chairman and former Chief Investment Officer of UBS Global Wealth Management. Mike will be joined by UBS colleague Shane Lieberman, a Senior Governmental Affairs Advisor based in Washington, D.C. Together with our partners at Dimensional Fund Advisors and Belle Haven Investments, expect an engaging discussion on the upcoming election, including macroeconomic implications, potential outcomes, and resulting impacts to your investment portfolio.

Refreshments and light bites to be provided by Dimensional Fund Advisors and Belle Haven Investments

Special guest speakers

Mike Ryan, CFA
Vice Chairman, UBS Global Wealth Management
UBS

Shane Lieberman
Senior Governmental Affairs Advisor
UBS

Apollo Lupescu, PhD
Vice President
Dimensional Fund Advisors

Stan Sattler
Director of Investment Solutions
Belle Haven Investments

Hosted by

UBS Global Wealth Management
Lauren Gorsche, Market Executive

Location

Date & time

Speakers

Supporting links

The Beverly Wilshire, A Four Seasons Hotel, 9500 Wilshire Blvd Beverly Hills, CA 90212

11 September , 20245:00 PM - 8:00 PM Pacific
  • Mike Ryan, CFA, Vice Chairman, UBS Global Wealth Management, UBS
  • Shane Lieberman, Senior Governmental Affairs Advisor, UBS
  • Apollo Lupescu, PhD, Vice President, Dimensional Fund Advisors

Global CIO Livestream – After the correction

In this upcoming livestream, Chief Investment Officer Mark Haefele and colleagues will discuss the implications of recent the market volatility, put them into the context of this year's performance, and share their investment outlook for the months ahead.

Location

Date & time

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27 August , 20248:00 AM - 9:00 AM Pacific

    Watch the livestream

    UBS ElectionWatch 2024: After the convention

    In ElectionWatch: After the convention (Part 2), we will discuss our takeaways from the DNC, our latest thinking on the state of the race, and the investment implications.

    Featured speakers:

    • Tom McLoughlin, Co-lead of ElectionWatch, CIO Americas
    • Nadia Lovell, Senior US Equity Strategist, CIO Americas

    Event details:

    • Date and time: Monday, August 26 at 1:00 p.m. ET
    • Access: Join live here. (Replay will be available at same link the next day.)
    • Reminder: Add to calendar

    Location

    Date & time

    Speakers

    Supporting links

    26 August , 202410:00 AM - 11:00 AM Pacific
    • Tom McLoughlin, Co-lead of ElectionWatch, CIO Americas
    • Nadia Lovell, Senior US Equity Strategist, CIO Americas

    Join live here.

    Collecting Social Security Benefits

    Please join us for a conversation on Social Security, as we give an overview and uncover the answers to the most frequently asked questions regarding Social Security.

    Hosted by

    Austin Gilbertson
    Wealth Planning Associate

    Location

    Date & time

    Speakers

    Supporting links

    01 August , 202411:00 AM - 12:00 PM Pacific
    • John Jul, CIMA(r), AIF(r) (Senior Vice President - Amundi Asset Management)
    • Michelle Hollaender (Digital Specialist - UBS)

    Register Here

    Artificial Intelligence: Possibilities and Pitfalls

    Ever find yourself pondering Artificial Intelligence...Is all of the hype justified? What is the true extent of what this technology can do? What are the potential risks that come along with it?

    Step into the fascinating world of AI as we explore the possibilities and pitfalls of this technology in an engaging conversation with experts in the field, Kevin Dennean (UBS) and Andrew Hull (First Trust). Join us for this interactive luncheon where you can ask questions and gain a deeper understanding of how AI could impact our lives and the financial landscape
    around us. Whether you're an AI enthusiast or new to the prospects of this field, this is your chance to unravel the mysteries of Artificial Intelligence in a relaxed atmosphere. No expertise required—just bring your curiosity and eagerness to learn!

    Please RSVP with your Financial Advisor by June 11th to be part of this insightful dialogue.

    Lunch will be provided by First Trust.

    Location

    Date & time

    Speakers

    Supporting links

    The Lodge at Torrey Pines, 11480 N Torrey Pines Road, La Jolla, CA 92037

    25 June , 202411:30 AM - 1:00 PM Pacific
    • Kevin Dennean, CFA(tm), Equity Strategist, UBS Global Management
    • Andrew Hull, ETF Strategist, First Trust Portfolios LP

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