Insight, Not Just Information. It Matters

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Insight, not just information. It matters. What’s behind the financial headlines? Are there new trends emerging that are meaningful? How does it all apply to your financial life? Staying informed on the latest financial news is important. But it’s insight that matters. Guest speakers Oliver Banz Managing Director, Head Multinational–Corporate and Institutional Clients, UBS Wealth Management Oliver Banz has been with UBS since 2011 and currently heads up the Multinationals team within the Corporate and Institutional Clients group at UBS Wealth Management in Zurich. Oliver is a graduate of The University of Zurich and was admitted to the Bar in 2001. In 2005, Oliver graduated from the University of Chicago Booth School of Business with a master’s in business administration. David Durrant Executive Director, Senior Portfolio Strategist, Portfolio Advisory Group, UBS Private Wealth Management David Durrant is a Senior Portfolio Strategist for the Portfolio Advisory Group within UBS Private Wealth Management. He provides extensive review and analysis of portfolios, as well as guidance and strategic advice to Financial Advisors. Prior to joining UBS, David spent 10 years with Julius Baer, serving in several roles including Chief Currency Strategist and Senior Economist. David earned his B.A., BCom and M.B.A. degrees from Dalhousie University in Canada. Date and time Tuesday, September 9 8:30 a.m. UBS Tower One North Wacker Drive, 26th Floor Chicago, IL 60606 Hosted by Allen Carter Jr. Executive Director Jonathan Glossberg Senior Vice President–Wealth Management Kim Jenson Managing Director Confirm your reservation by contacting Jeff Gockstetter Registered Client Service Associate 312-525-4048 800-621-6525 [email protected] ubs.com/team/gcfg As a firm providing wealth management services to clients, we offer both investment advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information on the distinctions between our brokerage and investment advisory services, please speak with your Financial Advisor or visit our website at ubs.com/workingwithus. This presentation is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. The views and opinions expressed may not be those of UBS Financial Services Inc. UBS Financial Services Inc. does not verify and does not guarantee the accuracy or completeness of the information presented. ©UBS 2014. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. 9.00_Inv_5x7_CG0822_GocJ 0314123 Exp. 3/31/16 .

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