In this deep dive session, a UBS wealth management professional will break down how institutional-level portfolios are built, how long-term opportunities are identified, and how high-net-worth clients structure their money to generate consistent returns while managing risk.

You’ll learn about portfolio allocation, long-term equity investing, Roth IRAs and tax-advantaged strategies, identifying high-potential small-cap companies, and how to transition from short-term trading into building real long-term wealth.

Because this will likely be a smaller group, he’ll also take time to go one-by-one with attendees, helping those interested map out a plan to structure their finances and investments for long-term success. The session will also touch on both traditional and halal investment paths, so you can approach investing in a way that aligns with your goals and values.