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Event calendar

UBS x JPM Healthcare Event

Bringing together late-stage founders and those attending JPM Healthcare Conference for networking and community building over drinks and hors d'oeuvres.

Location

Date & time

Speakers

Supporting links

Zingari Ristorante​, 501 Post Street, San Francisco, CA 94102

13 January, 20265:00 PM - 8:00 PM Pacific

    UBS x JPM Healthcare Invite

    Register for this event

    Late-Stage Founders Dinner

    Bringing together founders & funders for a conversation about private markets led by Apollo, along with community building and networking over a delicious meal.

    Location

    Date & time

    Speakers

    Supporting links

    Rosewood Sand Hill Hotel, 2825 Sand Hill Road, Menlo Park, CA

    14 January, 20266:30 PM - 9:00 PM Pacific
    • Rob Hankins, Director - Apollo Global Management

    Late-Stage Founders Dinner Invite

    Register for this event

    Explore the Real Estate Market

    Gain insight on the current state of the U.S. real estate market and where it could be headed

    Location

    Date & time

    Speakers

    Supporting links

    Register to Receive Call Link

    21 January, 202611:00 AM - 11:45 AM Pacific
    • Jonathan Woloshin, CIO Equity Strategist, U.S. Real Estate & Lodging – UBS Financial Services Inc.

    Explore the Real Estate Market Invite

    Register for this event

    Trust Structuring for Founders

    Strategies on how to best navigate your liquidity event through volatile markets

    Location

    Date & time

    Speakers

    Supporting links

    Register to Receive Call Link

    18 February, 202611:00 AM - 11:45 AM Pacific
    • Laura Chooljian, Senior Wealth Strategist, Advanced Planning – UBS Financial Services Inc.

    Trust Structuring for Founders Invite

    Register for this event

    Deep Dive Into QSBS

    (Qualified Small Business Stock)

    Join us for a conversation around the intricacies and opportunities of QSBS / Section 1202 for tech founders

    Location

    Date & time

    Speakers

    Supporting links

    Register to Receive Call Link

    18 March, 202611:00 AM - 11:45 AM Pacific
    • Christopher A. Karachale, Partner – Hanson Bridgett LLP

    Deep Dive Into QSBS Invite

    Register for this event

    Income Tax Planning with Andersen Tax

    High level education and conversation around federal and state income tax

    Location

    Date & time

    Speakers

    Supporting links

    Register to Receive Call Link

    15 April, 202611:00 AM - 11:45 AM Pacific
    • Daniel Johnson, Managing Director - Andersen Tax

    Income Tax Planning with Andersen Tax Invite

    Register for this event

    Advanced Planning for Startup Founders

    A deep dive into planning for startup founders, focusing on tax mitigation and trust solutions, and how to navigate volatile markets

    Location

    Date & time

    Speakers

    Supporting links

    Register to Receive Call Link

    20 May, 202611:00 AM - 11:45 AM Pacific
    • Rebecca Sterling, Senior Wealth Strategist, Advanced Planning – UBS Financial Services Inc.

    Advanced Planning for Startup Founders Invite

    Register for this event

    Private Market & Tech Sector

    Overview of private market through exploring venture capital and private equity activity with focus on the technology sector

    Location

    Date & time

    Speakers

    Supporting links

    Register to Receive Call Link

    17 June, 202611:00 AM - 11:45 AM Pacific
    • Furhaan Khan, Managing Director, Global Banking – UBS Investment Bank
    • Douglas Monaster, Executive Director, Global Banking – UBS Investment Bank

    Private Market & Tech Sector Invite

    Register for this event

    Donor Advised Fund vs Private Foundation

    Explore the differences and advantages of both a donor advised fund (DAF) and a private foundation for entrepreneurs and tech founders.

    Location

    Date & time

    Speakers

    Supporting links

    RSVP for Microsoft Teams Link

    10 December , 202511:00 AM - 11:45 AM Pacific
    • Carrie Jean Larson, Senior Wealth Strategist – UBS Advanced Planning
    • Rudy Flesher, CEPA®, CAP®, Regional Director, West - National Philanthropic Trust

    RSVP – Receive meeting link Here

    Year End Planning for Entrepreneurs

    Things to think about before year end, planing opportunities and changes to be aware of for next year.

    Location

    Date & time

    Speakers

    Supporting links

    RSVP for Microsoft Teams Link

    22 October , 202511:00 AM - 11:45 AM Pacific
    • Casey Verst, Senior Wealth Strategist, Advanced Planning – UBS Financial Services Inc.

    Year End Planning for Entrepreneurs Invite

    Founders House at HLTH Las Vegas

    Bringing together local healthcare founders and leaders attending the HLTH 25 conferenceover drinks and heavy hors d'oeuvresfor an evening of education on direct indexing & social networking.

    Location

    Date & time

    Speakers

    Supporting links

    TAO Las Vegas, The Venetian Resort, 3377 S Las Vegas Blvd, Las Vegas, NV 89109

    19 October , 20256:30 PM - 9:30 PM Pacific
    • Jason English, Global Banking, Co-Head of Healthcare Americas - UBS Investment Bank
    • Mike DelBello, V.P., Regional Sales Coordinator - PGIM

    Founders House HLTH Invite

    Planning for Partners in VC, PE & Angel Investors

    A deep dive into planning for VC & PE partners and angel investors, focusing on tax mitigation, trust solutions, and best practices.

     

    Location

    Date & time

    Speakers

    Supporting links

    RSVP for Microsoft Teams Link

    25 September , 202511:00 AM - 11:45 AM Pacific
    • Lora Cicconi, Tax Efficiency Planning Strategist - UBS Financial Services Inc.

    Planning for Partners in VC, PE & Angel Investors Invite

    Founders Lunch with Blackstone - San Francisco

    Join us for Lunch in the heart of San Francisco to hear Blackstone's latest thinking on all things private markets.

    Location

    Date & time

    Speakers

    Supporting links

    Kokkari Estiatorio, 200 Jackson St, San Francisco, CA 94111

    24 September , 202512:30 PM - 2:30 PM Pacific
    • Michael Dupuis, Managing Director - Blackstone Private Wealth

    Founders Lunch in SF Invite

    Founders Dinner with Blackstone - Palo Alto

    Join us for Dinner in the heart of Palo Alto to hear Blackstone's latest thinking on all things private markets.

    Location

    Date & time

    Speakers

    Supporting links

    The Sea by Alexander's Steakhouse, 4269 W El Camino Real, Palo Alto, CA 94306

    24 September , 20256:30 PM - 8:30 PM Pacific
    • Michael Dupuis, Managing Director - Blackstone Private Wealth

    Founders Dinner in Palo Alto Invite

    One Big Beautiful Bill – Tax Change Overview

    Overview of the "One Big Beautiful Bill," its implications, and how it will affect you and your business.

    Location

    Date & time

    Speakers

    Supporting links

    RSVP for Microsoft Teams Link

    23 July , 202511:00 AM - 11:45 AM Pacific
    • Andrea Sanft, Senior Wealth Strategist, Advanced Planning – UBS Financial Services Inc.

    One Big Beautiful Bill Invite

    Founders Dinner at Madera Rosewood Sand Hill

    Bringing together late-stage founders and those attending UBS Private Software & Internet Conference for networking and community building.

    Location

    Date & time

    Speakers

    Supporting links

    2825 Sand Hill Rd, Menlo Park, CA 94025

    15 July , 20256:30 PM - 9:00 PM Pacific

      Founders Dinner at Madera Invite

      Private Stock Lending

      Review paths to creating liquidity without selling private stock.

      Location

      Date & time

      Speakers

      Supporting links

      RSVP for Calendar Invite and Microsoft Teams Link

      18 June , 202510:00 AM - 10:45 AM Pacific
      • Steve Studnicky, Global Banking – UBS

      https://events.teams.microsoft.com/event/abb15a74-33db-4ec7-b3ee-85bf7c85307a@fb6ea403-7cf1-4905-810a-fe5547e98204

      Concours d'Elegance in Beverly Hills

      Join us this Father’s Day Sunday, June 15th, as we host select clients and their families for a special morning of historic cars and brunch.

      Location

      Date & time

      Speakers

      Supporting links

      131 S. Rodeo Dr., Beverly Hills, CA 90212

      15 June , 202510:00 AM - 4:00 PM Pacific
      • Presidio Partners

      UBS Concours d'Elegance Invite

      UBS Founders House Dinner at New York Tech Week

      Bringing together late-stage founders and those attending a16z’s New York Tech Week over dinner for networking and community building. 

      Location

      Date & time

      Speakers

      Supporting links

      RSVP to receive calendar invite

      04 June , 20256:00 PM - 9:00 PM Eastern

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