XPX Tri-State Summit 2025

New York City: Deal! or No Deal!

Location

The Offices of Citrin Cooperman - 50 Rockefeller Plaza, New York, NY

Date

Wednesday, March 26th, 1:30 - 7:00 pm EST

Agenda

Check-in | Networking

1:45pm

Light Refreshments

Opening Remarks
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State

Diane Johnston

Senior Vice President – Wealth Management at UBS Financial Services, Inc.

Setting the Stage... Where Are We Going in 2025?

2:00pm
Paul Hsiao of UBS CIO Americas is a member of XPX
Featured Speaker

Paul Hsiao

UBS CIO Americas

Private Equity Panel

2:45pm
Deal Making in Uncertain Times

Break | Networking

3:30pm

Panel Policy

4:00pm
Navigating the Economic and Tax Landscape in 2025 and Beyond

Business Owners Panel

4:45pm
Lessons from the Deal Cycle: Successes, Failures, and What I Wish I’d Known

Closing Remarks

5:15pm
Closing Remarks
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Panelist

Terence Hannafin

Partner at Carter Morse & Goodrich

Networking & Cocktail Reception

5:30pm - 7:00pm

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