UBS Wealth Management Americas to Speak at Global Equity Organization’s 2015 National Equity Compensation Forum
September 10 2015 - 11:09AM
Business Wire
UBS Wealth Management Americas announced that four
representatives from UBS Equity Plan Advisory Services (EPAS) have
been selected as key speakers for the Global Equity Organization’s
(GEO’s) upcoming 2015 National Equity Compensation Forum (NECF), to
be held from September 14 – 16 in Scottsdale, AZ. GEO is a
worldwide, independent nonprofit organization of equity plan
professionals of which EPAS is a founding member. Since its
inception in 1999, GEO has grown to more than 4,500 members
globally.
“At EPAS, we believe that advancing knowledge and sharing
insights are key to achieving positive outcomes for both equity
plan sponsors and their employees,” said Michael Barry, head of
EPAS. “We are proud to sponsor this year’s National Equity
Compensation Forum and excited to participate in the
programming.”
Thierry Vo, Director of Strategy for EPAS, will offer his
insights on the panel “Currencies and Global Money Movement,” which
discusses options for managing global payments to equity plan
participants, on September 15. Having spent over 12 years in the
equity compensation world, Vo has extensive experience in designing
flexible solutions to meet evolving needs. He is an active member
of GEO who previously served on the organization’s Board of
Directors, and who frequently speaks on industry topics.
Emily Van Hoorickx, a Managing Director in Wealth Management,
will contribute her knowledge to the panel “Executive Rewards:
Energizing your Communications for Impact and Results” on September
15. During this panel, industry experts will discuss best practices
for communicating executive rewards in ways that drive engagement
and motivation. A financial services veteran with over 30 years of
wealth management experience at UBS, Van Hoorickx specializes in
comprehensive financial planning with a focus on equity
compensation. Van Hoorickx, a Certified Financial Planner™ and
Certified Equity Professional (CEP), leads the Silicon Valley
Investment Group (SVIG) based in San Jose, CA, and has been
recognized as an industry leader multiple times, including being
named one of Barron’s Top 100 Women Financial Advisors six years in
a row (2010 – 2015).* She has served on the advisory board of Santa
Clara University’s Certified Equity Professional Institute
(CEPI)—which has certified nearly 1600 CEPs—for over two decades,
including two tenures as chair.
Julie Vander Veen, Head of Relationship Management for EPAS, and
Maria DeAndrea, Head of Client Solutions for EPAS, will lend their
expertise to the panel “No Good Deed Goes Unpunished: Tying Equity
Awards to Retirement” on September 16. This interactive session
will discuss challenges and strategies for rewarding long service
employees with favorable termination provisions on or after
retirement age. Vander Veen has over 20 years of experience in
financial services and, in her current role, leads the corporate
client experience, proactively delivering insights to keep pace
with industry change. DeAndrea, who has been with UBS for more than
14 years, possesses a breadth of experience—through roles including
Stock Option Team Manager, Client Service Manager, and Product
Development Manager—that gives her a unique perspective and informs
the practical information she delivers.
“As part of our ongoing commitment to share learnings gained
through our research and experience, we look forward to delving
into topics that are both vital to the industry and relevant to our
clients,” said Vander Veen.
A leader in the business
UBS Equity Plan Advisory Services, part of UBS Financial
Services Inc., is dedicated to helping companies and their
employees maximize the value of equity awards. As part of our
commitment, we provide education and access to advice to
participants in the U.S. and many countries around the world—from
broad-based employees to executives—that are rooted in our broad
experience and insights as a leading wealth management firm.
Serving more than one million participants in over 150 countries at
170 companies, we offer customized plan administration and
transaction solutions based on specific issuer needs through both
full and partial administration services.
Notes to Editors
About UBS Wealth Management Americas
Wealth Management Americas is one of the leading wealth managers
in the Americas in terms of financial advisor productivity and
invested assets. It provides advice-based solutions and banking
services through financial advisors who deliver a fully integrated
set of products and services specifically designed to address the
needs of ultra-high net worth and high net worth individuals and
families. It includes the domestic US and Canadian business as well
as the international business booked in the US.
About UBS Group AG
UBS is committed to providing private, institutional and
corporate clients worldwide, as well as retail clients in
Switzerland, with superior financial advice and solutions while
generating attractive and sustainable returns for shareholders. Its
strategy centers on its Wealth Management and Wealth Management
Americas businesses and its leading universal bank in Switzerland,
complemented by its Global Asset Management business and its
Investment Bank. These businesses share three key characteristics:
they benefit from a strong competitive position in their targeted
markets, are capital-efficient, and offer a superior structural
growth and profitability outlook. UBS's strategy builds on the
strengths of all of its businesses and focuses its efforts on areas
in which it excels, while seeking to capitalize on the compelling
growth prospects in the businesses and regions in which it
operates. Capital strength is the foundation of its success.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 countries, with about 35% of its employees
working in the Americas, 36% in Switzerland, 17% in the rest of
Europe, the Middle East and Africa and 12% in Asia Pacific. UBS
Group AG employs about 60,000 people around the world. Its shares
are listed on the SIX Swiss Exchange and the New York Stock
Exchange (NYSE).
*Barron’s Top 100 Women Advisors list, 2010, 2011, 2012, 2013,
2014, 2015. Ranking is based on assets under management, revenue
and quality of practices.
Barron’s Top 100 Women Financial Advisors is based on
assets under management, revenue, and quality of practices.
Certified Financial Planner Board of Standards Inc. owns the
certification marks CFP®, Certified Financial Planner™ and
federally registered CFP (with flame design) in the U.S., which it
awards to individuals who successfully complete CFP Board’s initial
and ongoing certification requirements.
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Media inquiriesUBSNew York:Gregg Rosenberg,
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