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Upcoming events

17th Annual Family Forum

Please join us for our 17th Annual Family Forum, a half day of educational sessions and financial insights tailored for every generation. Trillium Partners is excited to be back at Capital City Club for this year’s event and have crafted a lineup of topics that address the uncertainty in what lies ahead for the remainder of the year and beyond, including the implications of the outcome of the upcoming presidential election.

Over the past year, we continued to see the lagging impacts of the Fed’s interest rate hikes make their way through global markets. While investors began the year expecting multiple rate cuts, investors today have revised expectations downward and continue to wait for the Fed’s next move. Innovation in technology has been driving this year’s stock market momentum, fueled by the expectations of Artificial Intelligence’s impact on businesses and the labor market. The adoption of digital assets has also seen momentum this year with the SEC’s approval of Bitcoin Spot ETFs and the Financial Innovation & Technology Act making its way through congress with bipartisan support.

In today’s rapidly changing world, understanding the psychology of investing is important to understand how these headlines affect investor behaviors and ensure that any decisions made are done so with emotional clarity and discernment. Families must begin having open and effective conversations around wealth, as we are expected to go through a historic global wealth transfer in the coming years, which can be challenging if heirs are left in the dark.

We look forward to continuing these conversations in July, where we will have subject matter from experts across our industry deliver these insights. Our goal is to bring families and friends together for engaging conversations that help empower individuals to make educated decisions and inspire further conversations. We encourage you to bring those who are important to you, as we look forward to hosting you, your family, and friends.


Education schedule

8:00 – 8:45 a.m.

Registration and breakfast

8:45 – 9:00 a.m.

UBS opening remarks

9:00 – 9:50 a.m.

Morning keynote: Mid-Year Election Outlook
Jennifer Flitton, Head of US Government Affairs, Invesco
Adam Scheiner, CFA®, Senior Portfolio Manager Equities, UBS Global Asset Management
Dominic Schagar, Senior Investment Equity Specialist, UBS Global Asset Management

10:00 – 10:50 a.m.
Breakout sessions

Session A
Market Update—Second Half 2024 and Beyond
Shakeel Barkat, CIMA®, Director of Fixed Income Markets, Capital Group
Adam Scheiner, CFA®, Senior Portfolio Manager Equities, UBS Global Asset Management
Dominic Schagar, Senior Investment Equity Specialist, UBS Global Asset Management

Session B
Perspectives on Artificial Intelligence
Chris Darragh, Vice President Americas, Retail Client Business, Goldman Sachs

11:00 – 11:50 a.m.
Breakout sessions

Session A
The State of Digital Assets
Kathy Kriskey, Senior Commodity Strategist, Invesco
David Knowlton, CFA®, Head of Product Galaxy Asset Management
Ric Golubov, Vice President, Digital Assets Business Development, Franklin Templeton

Session B
The Psychology of Investing
Michael Graci, AIF, Director, Business Development Consultant, BlackRock

Noon – 12:30 p.m.

Lunch

12:30 – 1:30 p.m.

Afternoon keynote: Generational Wealth Conversations
Doug Horton, CRPC®, Vice President, Business Development Consultant, MFS Investment Management

1:30 – 1:45 p.m.

UBS closing remarks

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Capital City Country Club | 53 W Brookhaven Dr NE, Atlanta, GA 30319

26 July, 20248:45 AM - 2:00 PM Eastern

    Family Forum Agenda

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    Pickleball

    Pickleball 101: 8:30 am - 9:30 am
    Open Play: 9:30 am - 11:45 am 
    Lunch: 12:00 pm 

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    Atlanta Athletic Club | 1930 Bobby Jones Drive, Johns Creek, GA 30097

    20 September, 20248:30 AM - 1:00 AM Eastern

      Register for this event

      Family Forum

      You, your family and your friends are invited to our 16th Annual Family Forum, a half day of educational sessions tailored for every generation

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      The Ansley Golf Club

      28 July , 20238:00 AM - 1:30 PM Eastern

        UBS Investor Watch - Selling a business

        Join us for an upcoming webinar for business owners considering an exit.

        Coming off an active market for mergers and acquisitions, the latest UBS Investor Watch looks at business owners who now face headwinds from higher interest rates, inflation and political uncertainty. We spoke with owners considering an exit and those who recently sold their business.

        Among current business owners, we found that many fear they missed their best chance to sell. But experts advise that opportunities still exist and the key to attracting the right buyer is to plan ahead. As for business owners who recently sold, most wish they’d taken more time to prepare. They’d agree: start planning now to be ready when the winds shift and opportunity arrives.

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        02 August , 20231:00 PM - 2:00 PM Eastern

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          Small Business Forum

          Economic uncertainty, tight labor markets, inflation, and higher interest
          rates have created challenges for business owners and human resource
          professionals. Retaining human capital within small business has been cited
          as a top priority among business owners. Additionally, in the tightest credit
          market in over a decade, business funding has become more and more
          challenging.

          Join us for lunch at the first Small Business Forum for a discussion tailored
          exclusively for small business owners. You will hear from speakers from UBS,
          ADP & Invesco as they cover topics that are top of mind including the below.

          • Outlooks on the US economy and how businesses will be impacted
          • Advantages of outsourcing human resource services
          • Perspectives on the current labor market and best practices in retaining
          top talent

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          Invesco Global Headquarters, 1331 Spring St NW, Ste 2500 Atlanta, GA 30309

          26 October , 202311:30 AM - 1:30 PM Eastern
          • Speakers Rob Waldner, Chief Strategist & Head of Macro Research, Invesco
          • Ron Carmichael, Retirement Services Specialist, ADP

          Election Watch

          Join us for a virtual update from UBS Senior Lobbyist John Savercool as we begin our analysis of what's to come for the 2024 election cycle. With more than 23 years of experience on Capitol Hill, John will provide a lay of the land heading into the presidential election and what our investors should be paying attention to.


          Zoom Passcode: @Ubs2023

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          Zoom Webinar

          03 November , 202310:00 AM - 10:45 AM Eastern
          • Christopher M. DiGiacomo, CFP®
          • John Savercool, Senior Lobbyist

          Click: Zoom Video Conference

          Business Owner Forum - Navigating current human capital challenges

          Economic uncertainty, tight labor markets, inflation, and higher interest rates have created challenges for business owners and human resource professionals. Retaining human capital within small business has been cited as a top priority among business owners. Additionally, in the tightest credit market in over a decade, business funding has become more and more challenging.

          Join us for lunch at our 2nd Business Forum for a discussion tailored exclusively for business owners. You will hear from speakers from UBS, Paychex & Invesco as they cover topics that are top of mind including the below.

          • Outlooks on the US economy and how businesses will be impacted
          • Advantages of outsourcing human resource services
          • Perspectives on the current labor market & best practices in retaining top talent.

          RSVP by Tuesday, December 12th

          Complimentary lunch will be provided. Arrival Instructions provided upon RSVP.

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          1331 Spring St NW, Ste 2500, Atlanta, GA 30309

          14 December , 202311:00 AM - 2:00 PM
          • Matt Brill - Head of Investment Grade Credit - Invesco
          • Brian Etheridge - Human Resource Business Partner - Paychex
          • Harris M. Gignilliat, CIMA®, C(k)P® - Sr Vice President--Wealth Mgmt, Sr Institutional Consultant, Sr Retirement Plan Consultant - UBS Financial Services Inc.

          15th Annual Fiduciary Forum

          Trillium Partners invites you to save the date for our upcoming Fiduciary Forum. We look forward to having you join us for a day of educational insights that are catered to retirement plan sponsors & fiduciaries.

          Complimentary breakfast & lunch will be provided. CE hours will be available.

          For more information, or questions about last year's event, please contact us at trilliumpartners.com.

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          Atlanta, Georgia

          26 January , 20248:00 AM - 1:45 PM Eastern

            Back to the future: will 2024 be the year of the pension comeback?

            Recent news headlines have highlighted private and public institutions that are moving towards supplementing their defined contribution plans with pension plans. Recent legislation and economic conditions may be creating a favorable environment for corporate pension plans. In the long run, this can be financially efficient for companies and can possibly contribute value to the corporate balance sheet through higher employee retention. Employers seeking to differentiate themselves in a competitive labor market might consider the renewed merits of pensions plans.

             

            Join us for an open conversation on ways to combine defined contribution plans and defined benefits in a way that works for your employees and your institution.  

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            Maggiano's | 4400 Ashford Dunwoody Rd Space #3035, Dunwoody, GA 30346

            28 March , 202411:30 AM - 1:30 PM Eastern
            • Phil Merdinger Partner October Three Consulting LLC
            • Jonathan W. Kallensee Senior Regional Advisor Consultant, Asset Management Division Columbia Threadneedle Investments

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