Upcoming events

Decrypting Digital Assets: Understanding the basics of the evolving crypto ecosystem

The Trillium Partners team is delighted to invite you to a educational webinar meant to breakdown a very complex topic that has been making headlines this year.

As the digital asset landscape continues to evolve at a rapid pace, we recognize the importance of empowering our clients with clear, unbiased, and foundational knowledge. This session is designed to demystify digital assets, beginning with the basics and building toward a deeper understanding of their role in today’s financial markets.

Our speaker, Sam Konigsberg brings over 15 years of experience at BlackRock, where he leads a team specializing in portfolio strategy, practice management, and investment consulting across all investment vehicles—including ETFs, mutual funds, SMAs, private markets, options, direct indexing, and digital assets. He holds the Certified Investment Management Analyst (CIMA) designation from the Wharton School of the University of Pennsylvania, a Certificate in Blockchain and Digital Assets (CBDA), and is a member of the Investments & Wealth Institute. Mr. Konigsberg earned his bachelor’s degree in business administration with a concentration in finance from the University of Georgia.

What You Will Learn:

What are Digital Assets?
An introduction to digital assets, and the underlying blockchain technology that powers them.

How Does Digital Assets Work?
A step-by-step explanation of how blockchains can operate as decentralized, global, and censorship-resistant asset, including the mechanics of blockchain, mining, and transaction validation.

Why Are Digital Assets Relevant Today?
Insights into why digital assets are gaining traction globally, their potential as a monetary alternative, and their place among traditional asset classes.

Key Considerations for Investors:
Discussion of volatility, portfolio diversification, and the practicalities of gaining exposure to digital assets through exchange-traded products.

Risks and Regulatory Considerations:
A transparent overview of the risks, regulatory landscape, and important factors to consider before investing.

This webinar is ideal for individuals who are curious about digital assets but may feel overwhelmed by the complexity of the space. Our goal is to provide clarity, context, and confidence as you navigate this emerging area of finance.

AI Demystified: A woman’s guide to the future

Join us for an exclusive gathering of visionary women at the forefront of innovation, leadership, and transformation. AI Demystified: A woman’s guide to the future is designed to inspire and equip executive and affluent women with the tools to lead confidently in the age of artificial intelligence.

Alicia Lyttle is a AI strategist, entrepreneur, and TEDx speaker with over two decades of experience at the intersection of artificial intelligence, digital transformation, and business innovation. As the CEO of AI InnoVision, she helps organizations harness AI-powered automation, drive innovation, and scale impact across industries including finance, healthcare, government, and entrepreneurship. She has spoken at events and conferences across the United States, the Caribbean, Europe, Asia, Africa, and the Middle East, sharing her knowledge on AI’s role in reshaping industries.

At this event, Alicia will demonstrate a curated selection of AI tools that are transforming how businesses operate—giving attendees a hands-on look at how these technologies can be leveraged for growth, efficiency, and impact.

Whether you’re leading a company, launching a venture, or exploring how AI can elevate your impact, this is your opportunity to connect, learn, and lead with purpose.

Seats are limited. Reserve your place among a powerful network of women shaping the future.

18th Annual Family Forum 2025

Please join us for our 18th Annual Family Forum, a half day of educational sessions tailored for every generation. As we navigate through 2025, there is a bit of uncertainty in what lies ahead. The new presidential regime’s policies are expected to have significant impacts on tariffs, which could influence various sectors of the economy. Additionally, we will discuss the future of the economy, the progression of artificial intelligence, and the importance of cybersecurity. Trillium Partners looks forward to sparking meaningful family wealth conversations, to help ensure you are well-prepared to manage and grow your family’s financial legacy.

Schedule
8:00 – 8:15 a.m. Registration and UBS Opening Remarks
8:15 – 9:00 a.m. Working Breakfast
9:00 – 9:50 a.m. 2025 Halftime Show: What’s Driving the Future of the Economy
10:00 a.m. – 12:00 p.m. Educational Breakout Sessions
12:00 – 12:30 p.m. Working Lunch
12:30 – 1:30 p.m. Fraud and Cybercrime: FBI Insights

The New Fiduciary Rule on Healthcare

Trillium Partners of UBS is pleased to invite you to join us for a special 2nd edition of the presentation “The New Fiduciary Rule on Healthcare” given by Hugh O’Toole of Innovu. We are excited to welcome back Hugh O’Toole, who was the keynote speaker at our 16th Annual Fiduciary Forum hosted in January of this year. His session was one of the highest-rated in the 16-year history of the event. Since January, there have been new litigation and updates in the healthcare fiduciary landscape. Hugh will review his presentation, incorporating these latest developments, and answer questions from the audience. Hugh O’Toole's career began with a mission to provide non-profit employers and their employees with institutional investment products, leading to rapid growth at Professional Pensions, Inc. (PPI), which was later acquired by Principal Financial Group. After serving as an executive at Principal and MassMutual, he founded Viability AG LLC to address the financial wellness of employees and its impact on employers. As CEO of Innovu, Hugh focuses on transforming advisor practice models to holistic Human Capital Risk Management through data aggregation, analytics, and behavioral finance. Don't miss this timely and informative session on a new rule that is impacting corporate healthcare governance across the country. This is a unique opportunity to gain valuable insights from an industry leader and network with peers

16th 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.

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