A virtual discussion presented by Deloitte and UBS.
We invite you to join Deloitte and UBS subject matter specialists and preeminent leaders in the private wealth space for an engaging conversation. To facilitate a meaningful dialogue, we encourage you to submit questions prior to the session using the registration form.
- State of the IPO market
- Tax strategies to maximize founder wealth pre-IPO
- Executive compensation planning pre- and post-IPO
- Fireside chat
- Danielle Strachman, General Partner, 1517 Fund
- Will Braeutigam, US Capital Markets Transactions Leader, Deloitte & Touche LLP
- Mitch Fabricant, Executive Director, Technology ECM, UBS
- Lauren Kinch, Senior Vice President, Financial Advisor, Labyrinth Wealth Advisors, UBS
- Wolfe Tone, Vice Chair, US & Global Deloitte Private Leader
- Abby Dunleavy, Senior Manager, Deloitte Tax LLP’s GES Rewards practice
This session leverages Zoom Enterprise technology and requires you to be on the latest version to participate. Upon registering, your confirmation email will include a calendar file containing the join URL. We encourage you to test your connection in advance of the session to ensure your audio and video are working properly.
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Click here to access the NASBA Sponsor Statement
CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.
CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.
*NASBA CPE Credits are not guaranteed. Receipt of NASBA CPE Credits for this course is contingent upon eligibility of course subject matter, course owner satisfaction of course delivery and submission requirements, and instructor/participant satisfaction of attendance proof requirements. Deliveries of this course by a non-U.S. Deloitte member firm are not eligible for NASBA CPE Credits.
CPE credit is only awarded for participation in the live program, and not a recording of the presentation.
Disclaimer: Technological difficulties and/or user errors renders an offering or an individual ineligible for CPE credit.
CPE certificates for eligible viewers are emailed 4-6 weeks following the conclusion of the live webinars.
Click here to access the NASBA Sponsor Statement
As a partner in Labyrinth Wealth Advisors, Lauren specializes in working with founders, c-suite executives and early employees who are new to wealth and want to understand the landscape of their planning options. Taking a collaborative approach, she helps clients understand what they're worth on paper and after-tax, explore their long-term vision for success, and find ways to achieve their goals tax efficiently.
Before joining UBS, she was a top advisor for BNY Mellon Wealth Management and spearheaded the build-out of the West Region's Founders and Executives Practice. Prior to her wealth management career, she worked at London Financial Studies where she discovered her passion for educating clients about the financial markets.
We encourage you to join using your laptop or phone video camera. An audio and/or visual warning will be provided upon entering the meeting and once recording commences. If you continue to participate in the meeting following this warning, your participation will serve as your express consent to such recording. Participant names may also be visible to all who join.
Danielle Strachman is a venture capitalist, educator, and co-founder of the 1517 Fund, an angel and pre-seed venture fund. The fund supports entrepreneurs who pursue alternative paths to learning and innovation outside traditional higher education systems. Before founding 1517, Strachman was on the founding team of the Thiel Fellowship, which funds young people to build innovative projects instead of attending college.
Mitchell Fabricant is an Executive Director focused on Technology ECM, joining UBS in May 2025. He was most recently a Director within Technology Investment Banking at Citi (2022 – 2025), and previously worked at J.P. Morgan (2020 – 2022) and Deutsche Bank (2015 – 2020). Prior to joining the ECM group within UBS, he spent more than a decade as a technology coverage investment banker, working across tech-related equity capital markets, debt capital markets and M&A transactions.
Mitch holds a B.A. in Economics and Philosophy of Education from Bowdoin College.
Will is the US Capital Markets Transactions Leader at Deloitte. In this role, he leads the firm's efforts related to companies seeking public capital or debt. He has extensive venture capital and private equity experience. His team has served hundreds of companies completing capital market transactions. The team focuses on helping companies meet their strategic goals and objectives in a dynamic market and ever-changing regulatory environment.
Will also has several leadership roles including serving on the firm’s mergers, acquisitions, and restructuring services executive committee.
Abby is a Senior Manager in Deloitte Tax LLP’s GES Rewards practice. She has sixteen years of consulting experience working with both privately-held and publicly-traded companies spanning over multiple industries on a wide range of executive, broad-based and board of director compensation matters. Specialties: Executive and Board of Director compensation programs; Competitive market analysis; Annual and long-term incentive plan design; Change-in-control, severance, divestiture and IPO related compensation issues, post employment termination calculations; Educating clients on current legislative, regulatory, and accounting issues; Compensation philosophies, retention strategies, recoupment policies, peer groups, and stock ownership guidelines and stock retention requirements
As the leader of Deloitte Private in the US and globally, I am deeply passionate about the potential of private enterprises and the vital role they play in driving innovation and economic growth. That passion fuels my commitment to helping private companies navigate and thrive in today’s ever-evolving business environment.
Throughout my nearly 29 years in professional services, I’ve experienced the power of our people coming together to advise our clients on making bold moves that can grow and transform their private enterprises. As a supporter of community involvement and education, I serve on the board of the United Way of Metro Chicago and the Advisory Board of the Tippie College of Business at the University of Iowa.
My wife and I reside in the Chicago area and are blessed with two wonderful children and a pair of very active Labradors. When I’m not supporting our kids and their activities, I enjoy fishing, traveling the world, and cheering for my beloved Iowa Hawkeyes.