XPX Long Island: On track for a soft landing, what's next? A briefing for CEOs and business owners

Please join UBS Chief Investment Office’s Paul Hsiao and Diane Johnston in a fireside chat to discuss Paul’s findings in a newly released report geared for CEO’s and business owners to navigate the macroeconomic, operating and political environments, as well M&A activity.

Speaker:

Paul Hsiao
Executive Director
Asset Allocation Strategist
UBS CIO Americas

Paul works as an Asset Allocation strategist in UBS’ Wealth Management’s CIO team. Previously, Paul was an Economist for the Boston Consulting Group (BCG) where he provided tactical and thematic macroeconomic research. Prior to that, he was an Economist for Pine Bridge Investments, a global private asset manager working in their New York and Hong Kong offices. His work has been published in Fortune Magazine, Harvard Business Review, CNBC, Asian Investor and other major outlets. Paul graduated from Columbia University in the School of New York with a degree in Economics and a minor in Psychology and has also studied at The Johns Hopkins University and the London School of Economics.

Moderator:

Diane Johnston
Senior Vice President – Wealth Management
Institutional Consultant | Financial Advisor

Diane Johnston is a Senior Vice President- Wealth Management and an Institutional Consultant at UBS. As an Institutional Consultant and nearly 30-year veteran of the markets, Diane embraces the why of how a person’s story got them to today before formulating any guidance. She lives in Port Washington with her husband and the youngest of four sons. Diane is a proud Navy Mom, avid sailor and serves on two not for profit boards. She holds her BA in economics from The University of the South: Sewanee. Diane is a CIMA® professional and has her certificate in Investment Management Theory & Practice from the Yale School of Management

Registration Fees:

Long Island & Tri-State Members in good standing are free. Join our membership today!

Non-Members Early Bird (through 4/1) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Other XPX Chapter Members Early Bird (through 4/1) – $55.00
Other XPX Chapter Members Regular Fee - $75.00
Other XPX Chapter Members Same Day/Walk-in Fee – $85.00

Includes breakfast and beverages.

BRING A FIRST TIME GUEST TO XPX!

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME guest.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.