Relentless Pursuit with The Shantz Mantione Group: Recent Episodes
UBS advisor podcasts
Thank you for joining the Shantz Mantione group as we invite our UBS colleagues, members from an extensive professional network, and leaders from our communities to discuss timely topics and issues, and sometimes even have a little fun. Driven to transform your financial life, our core values start with clients first and that is what this series is all about. We put you first as we deliver honest, fair and insightful financial solutions.
The Shantz Mantione Group's Jill Faherty Lloyd sits down with Laura Gerson from Venture F.
We are excited to welcome back one of our favorite guests Paul Donovan, Chief economist UBS Global Wealth Management for a conversation on the state of the global economy, central banks, and where it’s all heading.
We are excited to welcome back one of our favorite guests John Savercool, UBS head of Governmental Affairs US for a conversation on the current political landscape, where we’re at and a preview of the coming elections.
Andrew Shantz and Jill Faherty Lloyd are joined by Matthew Newton, UBS Art Advisory Specialist, to discuss new happenings in the art world.
Due to the declining marriage rate, high divorce rate, and longer life expectancies of women we know there are more single women than ever before, so with that in mind, what did the research find?
The funding landscape has changed. Whether you’ve just closed a funding round, are thinking about the next phase of growth, or are a passionate investor in women-led businesses, it’s crucial to consider how to best align investment dollars with company mission, vision, and purpose. We are excited to have Delilah Panio to discuss approaches to funding company growth and how to successfully navigate raising capital.
Tom Mantione and Andrew Shantz speak with John Mathews, Head of Private Wealth Management and Jennifer Gabrielli, Head of Ultra High New Worth Client Solutions on the current state of Private Wealth Management at UBS and what we can expect in the future.
A discussion with Jill Faherty Lloyd and Carey Shuffman on the challenges women breadwinners face embracing their financial clout.
The Shantz Mantione Group and John Savercool discuss what we can expect for 2022 in both policy and politics. The biggest dynamic in the transition from 2021 to 2022 in Washington is that we are now in an election year. Members of Congress will spend more time in their districts and states campaigning for re-election, particularly during and after the summer. Given that, the window for legislating will be small and there will be a rush to tackle priority issues early in the year (particularly in the first quarter). John Savercool serves as Managing Director and Head of the UBS U.S. Office of Public Policy . This office covers all of the primary business units within UBS, including the Investment Bank, Wealth Management and Global AM. In this capacity, John directs the firm’s lobbying, political and policy advocacy efforts at the federal level.
Join The Shantz Mantione Group for a conversation with Greg Poole, UBS Global Head of Knowledge Network. Greg will discuss what KNET is, what information they gather and from whom, and how they use that data to help clients think about risk, positioning, edge, performance and flows. This is a very different view of UBS research than what you see from our CIO office and one that is more tactical and fast-paced.
Join the Shantz Mantione Group for a conversation with Paul Donovan who discusses current economic trends and what we should be watching for in 2023. Paul Donovan is the Chief Economist of UBS Global Wealth Management. Paul believes passionately that economics is something everyone can and should understand. He thinks of himself as a political economist, not a mathematical economist. Paul joined UBS in in 1992 and is a supporter of the UBS Women in Economics Program. Paul is also an amateur light-heavyweight boxer who is prepared to defend his forecasts in the ring!
Jill Faherty Lloyd speaks with Amantia Muhedini regarding ESG and sustainable investing.
Please join us for a conversation between Jill Faherty Lloyd and UBS Head of the Women’s Segment, Carey Shuffman as they discuss our latest Own Your Worth research.
The Shantz Mantione Group recently had a lively discussion with Shane Lieberman, Federal Affairs Manager UBS Office of Public policy and Brad Dillon, Senior Wealth Strategist in the UBS Advanced Planning Group and Jessica Mullin, UBS Head of Equity Advisory Group as we discussed the particulars of the new compromise between Senators Manchin and Schumer.
Join us for a special conversation between Jill Faherty Lloyd and Carey Shuffman, Head of the Women’s Segment at UBS as the Shantz Mantione Group celebrates Women’s History Month and International Women’s Day. Carey will share more about the work UBS has done to champion gender equality through the lens of women’s financial participation, and the key insights from our groundbreaking Own Your Worth reports on women, wealth and financial well-being. Jill and Carey will also discuss “Women and investing: Reimagining wealth advice,” the newly released report from our global Chief Investment Office that just came out this month on the changing face of wealth and the positive momentum we’re seeing around women taking their seat at the financial table.
Please join us for a discussion on the current market, federal policy and legislation with Jeb Hensarling, former eight-term US Congressman and former Chair of the House Financial Services Committee. Jeb Hensarling serves as a Managing Director and Executive Vice Chairman of UBS Americas. In this role he works with the firm’s senior leadership and most importantly, clients to better evaluate political risks and how public policy impacts their business interests and investment portfolios.
Join Jill Faherty Lloyd for a conversation with New York Times best-selling author Eve Rodsky to discuss her new book. In Find Your Unicorn Space Eve offers an inspirational guide for setting new personal goals, rediscovering your interests, cultivating creativity, and reclaiming your Unicorn Space. In this fun and engaging talk, attendees will leave with a greater understanding of how to effectively divide domestic labor, help create a culture based on fairness, and find time and space for their passions. Eve Rodsky is the New York Times bestselling author of Fair Play: A Game-Changing Solution for When You Have Too Much to Do (and More Life to Live). She received her B.A. in economics and anthropology from the University of Michigan, and her J.D. from Harvard Law School.
The Shantz Mantione Group and John Savercool discuss what we can expect for 2022 in both policy and politics. The biggest dynamic in the transition from 2021 to 2022 in Washington is that we are now in an election year. Members of Congress will spend more time in their districts and states campaigning for re-election, particularly during and after the summer. Given that, the window for legislating will be small and there will be a rush to tackle priority issues early in the year (particularly in the first quarter). John Savercool serves as Managing Director and Head of the UBS U.S. Office of Public Policy . This office covers all of the primary business units within UBS, including the Investment Bank, Wealth Management and Global AM. In this capacity, John directs the firm’s lobbying, political and policy advocacy efforts at the federal level.
The Shantz Mantione Group is joined by Julie Binder, Senior Strategist UBS Family Advisory and Philanthropy Services for a conversation. With the holiday season fast approaching, families will be gathering to celebrate the holidays with one another. Conversations among family members are key to gaining a deeper understanding of individuals, the family as a whole, and important family dynamics. We will share an activity for you and your family to enjoy at your next gathering. As we have found, reconnecting through conversation is often the highlight of precious time together.
Jill Faherty Lloyd and Margot Navins, Vice President, Charitable Planning Consultant with Fidelity Charitable have a conversation on smarter ways to give to charity as the year is coming to an end. Margot shares strategic and creative ways to fund your charitable giving and some efficient Estate Planning ideas.
Now we have something to talk about! Infrastructure, Spending and Taxes: How will the latest out of Washington impact your wealth? Part II. When we last hosted this call there were many unanswered questions. Now our wait for the specifics of the proposed tax increase is (almost) over. Please join Brad Dillon, Senior Wealth Strategist in UBS Advanced Planning Group, and Shane Lieberman, Federal Affairs Manager, UBS Office of Public Policy as we discuss what’s been revealed, what is still to come, and how we should be preparing for the proposed tax increases.
Join our newest team member, Jill Faherty Lloyd, as she discusses her passion for women's financial issues with Carey Shuffman, Head of UBS Women's Strategic Client Segment.
Join us for this conversation with Paul Donovan, Chief Economist, UBS Global Wealth Management on a variety of topics from the recovery from “not a recession”, to the profound changes in the structure of the economy on a global basis, to the impacts on investing on a macro level. Paul is the author of several books, the most recent of which is Profit and prejudice: The Luddites of the fourth industrial revolution, 2020, He has been featured in many media appearances and is well known for an entertaining style and for being the most well-known boxing economist.
Please join us for a discussion with Julie Binder, UBS Executive Director Senior Strategist of Family and Philanthropy Advisory and Margot Navins, Fidelity Vice President Charitable Planning Consultant as we discuss how to get started with giving, the differences between men and women in philanthropy and millennials and baby boomers. Learn about key resources for navigating a family and a multi-generational approach to giving.
Join us for a conversation with James Jack, head of the UBS Business Owners Client Segment, as we discuss what’s left in Government relief programs, what UBS is thinking about possible taxation changes for business owners, and the interesting topic that may change business valuations in the future.
Join us as we speak with Shane Lieberman, Federal Affairs Manager UBS Office of Public policy. Shane’s insight into the types of projects, which politicians are backing them, and a time frame for when these bills might be passed is invaluable as we seek to prepare portfolios for what’s next. We will also be joined by Brad Dillion, Senior Wealth Strategist, UBS Advanced Planning group, to talk about how these policy changes may impact personal wealth, specifically the impact on income and estate taxes.
Recently, certain equities have been rocked by volatility coincident with social media coverage of those companies. There are concerns with respect to how retail-driven volatility may impact long term investors. What are these new trends, what can they tell us, and what may be the impact on portfolios? The Shantz Mantione Group is pleased to present Keith Parker, Managing Director, and the Head of US and Global Equity Strategy at UBS. Keith and his team have conducted extensive research to provide answers to these questions and more. Items for discussion include: What is the impact of the rise of the retail trader? What set the stage and what is the likely regulatory response? How might this impact long term investors vs. short term traders?
Please join us as The Shantz Mantione Group speaks with Rob Romano, UBS Head of Portfolio Advice & Sales on post global financial consumer spending, the effects of stimulus and what that means for the markets. As Head of Portfolio Advice & Sales, Rob leads an organization within UBS WM USA which includes investment teams that provide portfolio construction and investment advice to Financial Advisors and clients across multi and single asset class portfolios.
Over the past few years, UBS has been committed to helping more women participate in their financial well-being by the creation of our “Own your worth” program. This program has identified trends that impact women, such as increased life expectancy, the surge in “gray” divorce, and the fact that Millennials are not as engaged in financial decisions. Please join us for exclusive webcast with Carey Shuffman, Head of UBS Women’s Strategic Client Segment and Jill Orlando, Relationship Manager of The Shantz Mantione Group to shed light on these issues and discuss how women can be empowered to take more control of their financial futures.
Greg Merrill gives us the inside scoop on some of the best practices for networking that he has found useful in his personal and professional life.
Living in a world with access to news at the click of a button can be overwhelming. Our phones, televisions, social media and the internet are filled with information on the economy and market. How do we know what to believe or where to look for reliable information? Listen along with Andrew Shantz as he provides us insight on how to filter it all.
Tom Mantione discusses how market volatility is not the only risk you face when creating a long-term investment plan. Lifestyle risk is the first risk we consider. Tune in to hear more about how we define lifestyle risk and how we can plan for it.
Charlie Dullea is joined by Carrie Larson, a CFP and wealth strategist in the Advanced planning group at UBS to discuss the basics of estate planning and how it’s never too early to think about planning for your future.
Charlie Dullea and one of UBS' wealth planning strategist David Ginsberg dive into the different ways young professionals are missing out on opportunities that their employers are giving them and how to take advantage of this to help save for retirement.
Please join us for an exclusive Shantz Mantione Group fireside discussion with K2 Intelligence, an industry-leading investigative, compliance, and cyber defense services firm.
Join us for an Oktoberfest event where we discuss the science involved in the process of fermentation and the compelling business of breweries. Our guests, Nicole Donofrio, Professor of Plant Pathology, University of Delaware, and Jeff White, President and CEO of Sierra Nevada Brewing Company, bring unique insight to where the industry has been, how science has changed the brewing landscape, and what beer connoisseurs can expect in the future. Whether you enjoy learning the inner working of a fascinating industry or just like a good pale ale, this is an evening you will enjoy!
Tom Mantione interviews Katie Diamond, Dan Levine and Bryan Perri about the theater in advance of their upcoming performance of "The Last Five Years"co
The stakes have changed with the passing of Supreme Court Justice Ginsberg. What do we need to think about as the US presidential election draws near? Who better to ask then John Savercool, Managing Director and Senior Lobbyist, Head of the UBS Office of Public Policy as we talk about this next phase of the election with an expert who has access inside the beltway.
Hear the audio of what was a virtual experience as Andrew Shantz and Robert Ross got greasy as they went under the hood of the auto market.
Andrew Shantz interviews Christine Squires of Americares, Phyllis Costanza of UBS Optimus Foundation and Tom Mantione as they discuss the partnership created to assist in the COVID relief efforts.
Tom and Andrew are joined by Julie Binder, a Senior Strategist with UBS's Family and Philanthropy Advisory Group. Julie shares an overview of a tool her team has developed that gives family members an opportunity to talk about their values and picture of the future. The discussion then shifts to a variety of success stories from utilizing the communication based conversation cards in past interactions with families. The Purposeful Dialogue Card Set is available upon request; please contact our team to make arrangements.
Andrew and John talk about the impact of COVID-19 on politics, possible vice-presidential candidates, and why politicians don't care about the budget deficit or national debt. We get John's view on if a US presidential election can be cancelled.
Luke and Jon break down the barriers between athletes and fans as they talk about staying healthy, active and ready to play during the quarantine. They also discuss video games and answer the question on everyone's mind - who is the best chirp in their respective leagues.