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Event calendar

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

    Register for this event

    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

    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

    RSVP for Microsoft Teams Link

    13 August, 202511:00 AM - 11:45 AM Pacific
    • Daniel Johnson, Managing Director - Andersen Tax

    Income Tax Planning with Andersen Tax Invite

    Register for this event

    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

    24 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

    Register for this event

    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

        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

        RSVP For Meeting Link and Calendar Invite

        21 May , 202511:00 AM - 11:45 AM Pacific
        • Douglas Monaster, Product Specialist OneBank Coverage - UBS
        • Furhaan Khan, Global Banking - Americas Technology

        Private Market & Tech Sector Call Invite

        Advanced Planning for Startup Founders

        Pre and post planning for startup founders, focusing on tax minimization and trust solutions.

        Location

        Date & time

        Speakers

        Supporting links

        RSVP for Meeting Link and Calendar Invite

        16 April , 202511:00 AM - 11:40 AM Pacific
        • Rebecca Sterling, Senior Wealth Strategist - Advanced Planning Group - UBS

        Advanced Planning for Startup Founders Invite

        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 with the Link in this table

        19 March , 202511:00 AM - 11:45 AM Pacific
        • Christopher A. Karachale, Partner, Hanson Bridgett LLP

        https://events.teams.microsoft.com/event/be7b2bca-05c1-4191-83e9-5831c2cb3637@fb6ea403-7cf1-4905-810a-fe5547e98204

        Trust Structuring for Founders

        Location

        Date & time

        Speakers

        Supporting links

        RSVP for Zoom Link - Please allow 24 hours for registration to be finalized

        19 February , 202511:00 AM - 11:45 AM Pacific
        • Casey Verst, Senior Wealth Strategist, Advanced Planning Group at UBS

        Trust Structuring for Founders Invite

        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

        RSVP For Zoom Link and Calendar Invite

        22 January , 202511:00 AM - 11:45 AM Pacific
        • Jonathan Woloshin, CIO Equity Strategist, US Real Estate & Lodging at UBS

        Explore the Real Estate Market Invite

        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

        Register for Zoom Link - Please allow at least 24 hours for your RSVP to be finalized.

        06 November , 202411:00 AM - 11:45 AM Pacific
        • Carrie Jean Larson, Senior Wealth Strategist – UBS Advanced Planning
        • Rudy Flesher, CEPA®, CAP®, Regional Director, West - National Philanthropic Trust

        Donor Advised Fund vs Private Foundation Invite

        Year End planning for Entrepreneurs

        Things to think about before year end, planning opportunities and changes to be aware of next year

        Location

        Date & time

        Speakers

        Supporting links

        RSVP for unique Zoom Link

        09 October , 202411:00 AM - 11:45 AM Pacific
        • Lora Cicconi, Senior Income Tax Strategist - UBS

        Year End Planning for Entrepreneurs Call 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 Zoom Link

        18 September , 202411:00 AM - 11:45 AM Pacific
        • Rebecca Sterling, Senior Wealth Strategist - Advanced Planning Group -UBS

        Planning for Partners in VC, PE & Angel Investors Call Invite

        Founders Dinner in Boston

        Location

        Date & time

        Speakers

        Supporting links

        RSVP to receive calendar invite

        16 September , 20246:00 PM - 8:30 PM Eastern
        • UBS Investment Bank Michael Costanza and Kevin Donahue

        UBS Dinner in Boston Invite

        Election Watch

        Please join us for a special Election Watch discussion as we discuss the upcoming election, including macroeconomic implications, potential outcomes, and resulting impacts to your investment portfolio.

        Location

        Date & time

        Speakers

        Supporting links

        Register for Zoom Link - Please allow at least 24 hours for your RSVP to be finalized.

        06 September , 202411:00 AM - 11:45 AM Pacific
        • Shane Lieberman, a Senior Governmental Affairs Advisor based in Washington, D.C. - UBS

        Election Watch Call Invite

        Money Doesn’t Grow on Trees

        Join us and the books author to explore how to approach financial discussion with children and raising financially responsible young adults

        Location

        Date & time

        Speakers

        Supporting links

        RSVP For Zoom Link and Calendar Invite

        17 July , 202411:00 AM - 11:45 AM Pacific
        • Neale Godfrey, Author of Money Doesn’t Grow on trees

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