UBS On-Air: Conversations: Recent Episodes
Client Strategy Office
UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere
Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global macro environment, and markets.
With a new year underway, Ainsley and Justin rejoin the conversation to explain what retirees, along with those preparing for retirement, should know in 2025. These considerations span social security and Medicare, to long-term care costs, estate planning, and more. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Senior Total Wealth Strategist, UBS Chief Investment Office. Host: Daniel Cassidy
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.
Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global macro environment, and markets.
Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist.
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.
Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global macro environment, and markets.
We spotlight the latest Modern Retirement Monthly publication which breaks down the associated costs of long-term care, along with solutions to consider. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Senior Total Wealth Strategist, UBS Chief Investment Office. Host: Daniel Cassidy
On this episode, Andrew Lee and Lucy Thomas preview the upcoming COP29 (2024 United Nations Climate Change Conference) in Baku, Azerbaijan, including a look at the top agenda items that will be covered at this year’s conference, namely Climate Finance. Featured are Andrew Lee, Head of Sustainable and Impact Investing for the UBS Chief Investment Office, and Lucy Thomas, Head of Sustainable Investing for UBS Asset Management. Host: Daniel Cassidy
Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist.
Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global macro environment, and markets.
Mark Tepsich, Family Office Design and Governance Strategist sits down with Patrick McCurry, Partner at McDermott Will & Emery, to discuss common types of long-term compensation plans for family offices and their key executives. The conversation compares and contrasts different compensation strategies and the overall process and key considerations.
Mark Tepsich, Family Office Design and Governance Strategist sits down with Patrick McCurry, Partner at McDermott Will & Emery, to discuss common types of long-term compensation plans for family offices and their key executives. The conversation compares and contrasts different compensation strategies and the overall process and key considerations.
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.
Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist.
The UBS Advanced Planning Team has just released their 2024 Year-End Planning Strategies whitepaper. Join Senior Wealth Strategist, Jennifer Lan, and Wealth Strategist, Premini Scandurra as they highlight specific topics within the whitepaper, including, charitable giving, the Corporate Transparency Act and a few others of intertest. Host: Daniel Cassidy
Tune in to hear Ann Bjerke, Head of the UBS Advanced Planning Group, speak with Senior Wealth Strategist, Rebecca Sterling, about the scheduled sunset of various income tax laws.
A monthly check on US equity market performance and positioning considerations with Jeff Hans, Senior Portfolio Manager, and Dominic Schagar, Senior Equity Investment Specialist with UBS Asset Management.
Mark Tepsich, Family Office Design and Governance Strategist for Family Office Solutions sits down with Seth Gardner, former COO of a single family office and senior advisor to the family's first generation wealth creator. Together, they discuss the importance of the role of an Expert Generalist and how that role truly understands the interconnectedness of every aspect of a family office, from the balance sheet to the family’s values.
We outline considerations when it comes to how to address company stock within a financial plan, including a review of risks, and guidance on how to navigate behavioral bias. Featured are Ainsley Carbone, Retirement Strategist, Justin Waring, Senior Total Wealth Strategist, and Katie Williams, Discovery Strategist, UBS Chief Investment Office.
This month’s episode focuses on the reasons for and benefits of investing in people, along with the opportunities and challenges that exist within this ever-evolving landscape. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas with the UBS Chief Investment Office, and Jennifer Anderson, Head of ESG with Lazard Asset Management. Host: Daniel Cassidy
Mark Tepsich, Family Office Design and Governance Strategist for Family Office Solutions, sits down with Eskor Edem, Director at Major, Lindsey & Africa and Mike Gabrail, General Counsel at Crossroads Group, to discuss the value add of sourcing an in-house general counsel and the qualifications family offices should look for when seeking to hire an in-house general counsel for the family office.
Leora Zach, Client Solutions Specialist for UBS Family Office Solutions sits down with Operating Advisor for Humankind Capital, Charles Soriano, to discuss how family offices can use a strategic planning framework for a wide range of purposes.
This conversation is focused on the unique set of challenges the LGBTQIA+, specifically the transgender community, faces and how everyone, including financial advisors can mindfully engage and support. Featured is Erica Seremeta, Head of DEI Client Engagement at BlackRock. Host: Shiavon Chatman
In this episode, Erik Seeney, UBS Wealth Planning Strategist, is joined by Nick Francia and Keith Apton, of The Capitol ESOP Group at UBS, who share insights for business owners considering an Employee Stock Ownership Plan (ESOP) as part of their exit planning strategy. From this episode you will gain a better understanding of: How Employee Stock Ownership Plan works for business owners, their employees, and families. The advantages of an Employee Stock Ownership Plan for flexibility, diversification, and tax strategy. The five characteristics of businesses that are good candidates for an Employee Stock Ownership Plan.
In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy
For this month we focus on the 2024 proxy season, including a review of expectations, a look at some notable trends and themes, along with comparisons to what 2023 delivered. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Amy O’Brien, Global Head of Responsible Investing with Nuveen. Host: Daniel Cassidy
UBS Art Advisory Specialist, Matthew Newton, is joined Fritz Dietl, Founder and President of Dietl International Services and Delaware Freeport, to discuss the fine art shipping and storage industry and important considerations collectors often need to make when it comes to maintaining a collection.
In recognititon of May being Mental Health Awareness Month, we are joined by Soulpaws to better understand how eating disorders can impact a person’s day-to-day life, and how animal therapy can help. Featured is Shannon Kopp, Founder of Soulpaws. Host: Shiavon Chatman
We explore the behavior of action bias, including a look at when it might and might not makes sense for one to adjust their investment approach, along with strategies to consider that can protect against the behavior of action bias. Featured are Justin Waring, Senior Total Wealth Strategist, and Katie Williams, Discovery Strategist, from the UBS Chief Investment Office, along with Mark Halloran, Head of Business Development for Individual Markets with Transamerica. Host: Daniel Cassidy
Leora Zach, Client Solutions Specialist for our Family Office Solutions, sits down with Stefan Zachar and Rebecca Bux from PinnacleCare to discuss why families with significant wealth could benefit from a private health advisor and the current state of the healthcare landscape in the US.
Mark Tepsich, Family Office Design and Governance Strategist for Family Office Solutions sits down with Kirby Rosplock, PhD Founder and CEO of Tamarind Partners to discuss how education and family governance go hand in hand especially when it comes to preparing the next generation for the responsibilities of the wealth they are born in to and the complexities that come with it.
On this episode of 3-Levels, Justin and Ainsley explain the differences between traditional accounts and Roth accounts, including considerations when it comes to contributions, frequency of account reviews, and taxes. Featured are Justin Waring, Senior Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, from the UBS Chief Investment Office. Host: Daniel Cassidy
As US taxes are expected to rise (especially for wealthy families), spanning income tax, capital gains tax, and estate tax, Justin and Ainsley join to discuss strategies that investors can leverage in order to prepare. Featured are Justin Waring, Senior Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, from the UBS Chief Investment Office. Host: Daniel Cassidy
Our conversation focuses on World Autism Awareness Month, an internationally recognized month to bring awareness to neurodiversity and autism. Our guest, Phil Orlando, Chief Equity Market Strategist with Federated Hermes, shares his personal experience as a father of a son with autism and his philanthropy over the years. Host: Shiavon Chatman
Advanced Planning Senior Wealth Strategist, Joanna Morrison, sits down with Shiavon Chatman to discuss meaningful insights from this year’s guide including income tax deductions, the upcoming sunset of increased estate planning exemption amounts and more.
This month we examine the evolution of the green labor market landscape, along with a look at shareholder engagement when it comes to the energy transition. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Martin Grosskopf, Vice President & Portfolio Manager with AGF Investments. Host: Daniel Cassidy
Leora Zach, Client Solutions Specialist for Family Office Solutions, sits down with Jennifer Neundorfer, a founding partner at January Ventures, a venture capital firm that invests in pre-seed startups to discuss why family offices should consider emerging managers and how they differ across asset classes.
During Frieze Los Angeles week 2024, Matthew Newton, UBS Art Advisory Specialist, is joined in conversation by three phenomenal leaders in the art world: Erin Christovale, Curator at the Hammer Museum, Bridget Finn, Director, Art Basel Miami Beach, and Mary Rozell, Global Head of the UBS Art Collection at the Hammer Museum. The group discusses emerging art communities using Los Angeles as a lens.
Join us as we explore a new provision that allows excess college 529 assets to be rolled to the 529 beneficiary’s Roth IRA. Isaac Chota, UBS 529 and Donor-advised fund program manager and George Walsh, UBS IRA program manager, from the UBS Chief Investment Office, discuss the possibilities and limitations of such rollovers. Host: Daniel Cassidy
Our conversation outlines considerations when it comes to earmarking assets for tax-efficient retirement spending, along with those for inheritance and philanthropy. Featured are Ainsley Carbone, Retirement Strategist Americas, and Justin Waring, Senior Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Mark Tepsich, Family Office Design and Governance Strategist sits down with Judi Galst, Managing Director of Private Clients for Henley & Partners, to discuss Investment migration, the difference between residence and citizenship and the different ways clients can expand their citizenship options.
In this episode, we’re rejoined by Katherine Kroll of Brown Advisory for a discussion around the decarbonization of the shipping industry, and how this intersects with artificial intelligence. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Katherine Kroll, Director of Equity Research, Sustainable Investing with Brown Advisory. Host: Daniel Cassidy
Family Office Quarterly Deep Dive: There's compensation and then there is long-term compensation tied to alignment of the family offices objectives. Mark Tepsich, Family Office Design and Governance Strategist sits down Paul Westall and Tayyab Mohamaed, Agreus co-founders toto take a deeper dive on long-term compensation and the perspective of both family offices and employees and candidates.
Leora Zach, CFA, Client Solution Specialist for Family Office Solutions sits down with Gold Porter, Owner of Riveter Consulting Group to discuss hiring and staffing of lifestyle, domestic and administrative hires. Together, they discuss what families should look out for when hiring domestic and administrative staff as well as the salary expectations these hires often look for.
With a new year underway, we discuss what investors will be focused on and how factors spanning global elections to potential shifts in monetary policy might impact the sustainable investing landscape. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Lucy Thomas, Head of Sustainable Investing at UBS Asset Management. Host: Daniel Cassidy
Join us for a conversation with Lenore Champagne Beirne, Founder & Managing Partner at Bright Ventures and Betina Dowdell, Senior Strategist in the UBS Multicultural Client Segment. Lenore and Betina discuss what led Lenore to create a venture capital fund that invests in inclusively-led companies, and how community and well-being are tied to success.
On site at Art Basel Miami Beach 2023, Matthew Newton, UBS Art Advisory Specialist, is joined in conversation by artist Jeffrey Gibson, curator Kathleen Ash-Milby, and collector Becky Gochman. Centered on Gibson’s multidisciplinary practice, the group offers perspectives on how the curatorial and collecting roles contribute to the overall preservation and enrichment of indigenous culture. Gibson, a member of the Choctaw and Cherokee Nations, will represent the United States at the Venice Biennale in 2024 and his work was featured this year in the UBS Art Collection presentation in the UBS Lounge. Kathleen Ash-Milby is Curator of Native American Art, Portland Art Museum and co-commissioner of the U.S Pavilion at the 2024 Venice Biennale. Becky Gochman is a prominent private collector of contemporary indigenous art.
On site at Art Basel Miami Beach 2023, Matthew Newton, UBS Art Advisory Specialist, is joined in conversation by Mexico City-based artist Gabriel de la Mora, who is best known for constructing technically complex artworks from found, discarded, and obsolete objects. Alongside de la Mora, Matthew is joined by author and private collector, Dani Levinas, as well as Magali Arriola, Director of Museo Tamayo in Mexico City and Curator of the Meridians section at Art Basel Miami Beach. Through the lens of Gabriel’s work, the group explore the connectivity between artist, curator, and collector.
Mark Tepsich, Family Office Design and Governance Strategist sits down with MaryAnn Bell, Partner at Wingspan Legacy Partners to discuss how non-family member employees and executives navigate their role in family offices and family business, in short, how non-family members in a family enterprise navigate family dynamics.
As the annual United Nations Climate Change Conference ‘COP28’ has come to a close, Glen and Amantia spend time reflecting on what this year’s conference delivered and what to expect in the months and years ahead in the way of progress. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Glen Yelton, Global Head of ESG at Invesco. Host: Daniel Cassidy
UBS Art Advisory Specialist, Matthew Newton, is joined by Sarah Douglas, Editor-in-chief of ARTnews, to discuss the 2023 Top 200 Collectors List, which was released this past September. The Top 200 Collectors List has been around since its first issue back in 1990 and has become a definitive source on some of the world’s most active and important collectors since. In addition to identifying the top collectors globally, the list dives into their collecting habits and provides a view into some of the artworks they have been adding to their collections.
Leora Zach of Family Office Solutions sat down with Mark Tepsich, Family Office Design and Governance Strategist here at UBS to discuss how family office executives that are new in the role can better understand the family environment in which they are navigating. Families with significant wealth have the luxury of making decisions that are not purely financial, but can often be based on values. Understanding this dynamic will help family office executives better understand the family they serve, as well as that part of their role is to help advance that family’s values as well.
Our conversation spotlights the landscape for climate-related lawsuits, including recent developments within California and across the globe. Featured is Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Jonathan Bailey, Global Head of ESG & Impact Investing at Neuberger Berman. Host: Daniel Cassidy
Mark Tepsich, UBS’s Family Office Design and Governance Strategist for Family Office Solutions, will sit down with Founder and Chief Technology Officer of InfoGrate, Dr. Tania Neild, to discuss family office technology architecture, build and design strategies.
Join us for a conversation with Matthew Newton, Art Advisory Specialist, UBS Family Office Solutions and Melinda Hightower, Head of the UBS Multicultural Client Segment. Matthew shares highlights from the recent UBS publication Art and collecting on the art market, hallmarks of great collections, and how to get started on your collecting journey.
Hosted by Liam McCormick, Senior Strategist, UBS Family Advisory and Philanthropy Services
In this episode, Erik Seeney, Wealth Planning Strategist, UBS is joined by David Mietty, Wealth Planning Strategist, UBS who will share insights for young families regarding their life insurance planning decisions.
A deep dive into understanding Hispanic women’s preparedness when it comes to budgeting, retirement planning and making other major financial decisions. Featured: Isabel Oropeza, Project Manager for the Women’s Segment, UBS. Host: Shiavon Chatman
Today’s conversation focuses on wealth and retirement planning for the Hispanic community, and any gaps in between. Featured is Andrea Santos Morales, Head of Wealth planning, International Division, UBS. Host: Shiavon Chatman
Achieving circularity in order avoid material waste is not a one-size-fits all approach for companies - we discuss how companies are effectively achieving circularity, the hurdles that exist, and the scope of global demand for alternative materials, most notably plastic alternatives. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Martin Grosskopf, Vice President & Portfolio Manager with AGF Investments. Host: Daniel Cassidy
UBS Art Advisory Specialist, Matthew Newton, is joined by Mari-Claudia Jimenez, Chairman, President, Americas, and Head of Global Business Development at Sotheby’s, to discuss the headline sale of the fall 2023 auction season, the Emily Fisher Landau collection. One of the most substantial collections of 20th Century and contemporary art to go to auction, the sale this November provides a backdrop for families and individuals to learn about an important consideration in a collection’s lifecycle: the estate consignment process.
Join us for a conversation with Alicia Brooks, Client Solutions & Development Marketing Lead, and Melinda Hightower, Head of Multicultural Strategic Client Segments. Alicia shares the latest insights from the Invest to Advance report on how multicultural families are investing for living, giving and the next generation.
This conversation focuses on what it means to retain and ‘age proof’ our most valuable asset - our brain. Vice President and Managing Director of Applied Insights at Hartford Funds, Bill McManus joins us to discuss how lifestyle choices can control how mind functions and the quality of our mental health. Host: Shiavon Chatman
In this episode, Erik Seeney, Wealth Planning Strategist, UBS is joined by Melissa Lilly, Wealth Planning Strategist, UBS who will share best practices regarding Name, Image, and Likeness for student athletes - An update on the regulation, policy and legal changes regarding Name, Image, and Likeness laws. Understanding the revenue sources fueling the Name, Image, and Likeness endorsements. Key considerations for parents, athletes and their advisors when planning for endorsement compensation.
Listen to the authors of the 2023 Year-End Guide, Jennifer Lan and Premini Scandurra as they share their thoughts on some selected planning ideas from the guide. Jennifer is a Senior Wealth Strategist based in Dallas, TX, and Prem is a Wealth Strategist based in Los Angeles, CA. Host: Daniel Cassidy
Mark Tepsich, Family Office Design and Governance Specialist, sits down with Chuck Costanza, Executive Vice President of Client Engagement for Global Guardian, to provide insights and tips on how families and family offices can better protect themselves and their digital footprint, and to offer best practices when it comes to cyber security.
We touch on takeaways from the 2023 voter proxy season, the overall health of the ESG, Sustainable fund landscape, as well as sustainability themes to consider for your portfolio. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas with the UBS Chief Investment Officer, and Dan Roarty, Chief Investment Officer for Sustainable Thematic Equities at AllianceBernstein. Host: Daniel Cassidy
Join us for a conversation with Stephanie Nuesi and Melinda Hightower, Head of Multicultural Strategic Client Segments at UBS. Stephanie shares her journey as a 24-year-old founder and CEO, her rise as a content creator, and how you don’t have to wait for success.
In this podcast, Leora Zach, Client Solution Specialist for Family Office Solutions, has a conversation with NextSparc, a family office focused on providing equity and sponsorship to growing businesses across the country, about how their family office is structured and how they go about making investment decisions.
Join us for a conversation with Michael Roberson and Melinda Hightower, Head of the Multicultural Client Segment at UBS. Michael shares the history of ballroom as a freedom movement and how it continues to commemorate the journeys of Black and Latinx LGBTQ+ communities. Host: Shiavon Chatman
Our conversation walks you through some key provisions for plan sponsors and individuals, as well as a look at what is coming down the pike in the way of provisions for the year ahead. Featured are Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office, and Bonnie Treichel, Founder and Chief Solutions Officer of Endeavor Retirement. Host: Daniel Cassidy
Mark Tepsich, UBS’s Senior Strategist for Family Office Solutions, sits down with the Agreus Group, Paul Westall and Tayyab Mohamed, to discuss family office staffing and compensation insights.
We touch on regulatory and legislative actions within Europe aimed at sustainability, notably as it relates to final ESG disclosure rules under the Corporate Sustainability Reporting Directive (or CRSD), along with the global investment implications surrounding the Nature Restoration Law. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas with the UBS Chief Investment Officer, and Nikita Singhal, Co-Head of Sustainable Investment & ESG at Lazard Asset Management. Host: Daniel Cassidy
Join us for a conversation with Jesse Martinez and Melinda Hightower, Head of the Multicultural Client Segment at UBS. Jesse shares his work supporting Latinx startup founders and how non-coastal tech hubs are key to inclusive growth.
We explain what’s behind increased traction in anti-ESG legislation, how countries and companies are leveraging technology to achieve net-zero targets, as well as the economic and societal implications of extreme weather events. Plus, our guests share their favorite sustainability-related summer reads. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office, and Mitch Reznick, Head of Sustainable Fixed Income at Federated Hermes. Host: Daniel Cassidy Recorded on July 11, 2023.
This conversation explores the challenges that women primary breadwinners face by embracing their financial clout, and how we can change this dynamic to support women on the path to greater financial participation. Featured is Nicole Herman, Women’s Strategic Client Segment Relationship Manager. Host: Shiavon Chatman
Join us for a conversation with Jesse Martinez and Melinda Hightower, Head of the Multicultural Client Segment at UBS. Jesse shares his work supporting Latinx startup founders and how non-coastal tech hubs are key to inclusive growth.
In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy
Our conversation explains how artificial intelligence supports sustainability, the impact of global investment in the development of hydropower, and how the LGBTQ community helps drive innovation and profitability. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Katherine Kroll, Director of Equity ESG Research and Strategy with Brown Advisory. Host: Daniel Cassidy
In this episode, we discuss transition and exit strategies for business owners. Erik Seeney, Wealth Planning Strategist, UBS is joined by James Jack, Head of Business Owners and Multi-Gen Segments, UBS who will share key insights that include: How UBS supports business owners and the Financial Advisors that serve them. Important areas of focus as a Business Owner prepares to exit their business. The pitfalls of failing to plan for the exit of a business.
In this episode, we cover wealth transfer strategies, charitable giving, and legacy planning. Erik Seeney, Wealth Planning Strategist, UBS is joined by Lisa Snyder, Wealth Planning Strategist, UBS who will share key insights that include: Warning signs for wealthy families facing the ‘third generation rule’, How families can prepare future generations for the transfer of wealth, and Creating a culture of gratitude within multi-generational wealthy families.
Join us for a conversation with Paul D. Henderson and Melinda Hightower, the Head of the Multicultural Client Segments at UBS. Pal shares with us his work as a social justice advocate and explains how art can advance societal change.
Advanced Planning Group strategists, Jennifer Lan, Premini Scandurra, and Hunter Peek, summarize some key aspects of life insurance and potential ways it may be incorporated into an overall estate plan. Host: Daniel Cassidy
In recognition of Mental Health Awareness Month, we spotlight the importance of ‘self-care days’ and how to maintain a controlled work environment. Featured is Amy Holmes, Americas Advisory Council, Project Manager. Host: Shiavon Chatman
Our conversation identifies some strategies to help answer that very question. We also cover what’s top of mind for retirees and ‘soon-to-be’ retirees, and how the macroeconomic environment is altering spending, investing, and saving patterns. Featured are Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office, and Matt Sommer, Head of Specialist Consulting Group, Janus Henderson Investors. Host: Daniel Cassidy
Our conversation spotlights opportunities across the emerging markets, particularly for those with a longer-term horizon. We update on some regulatory developments as it relates to automobile emissions across the EU and US. We also touch on what’s on the minds of shareholders with highlights from the 2023 proxy season and discuss ways to drive change through investing. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Geeta Aiyer, Founder and President of Boston Common Asset Management. Host: Daniel Cassidy
Join us for a conversation with Dr. Sayu Bhojwani and Melinda Hightower, the Head of the Multicultural Client Segment at UBS. Dr. Sayu Bhojwani shares with us her work as a social entrepreneur and explains how both immigrants and women of color can shape a more equitable world for all. Host: Shiavon Chatman
Our conversation outlines opportunities across sustainable fixed income (such as green bonds), the recent IPCC report on climate change, and investing through social themes. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Lucy Thomas, Head of Sustainable Investing with UBS Asset Management. Host: Daniel Cassidy
Sebastian Mainegra, Investment Specialist, UBS Asset Management, spoke with UBS On-Air host Dan Cassidy about the importance of year-round tax management and how the Personalized Tax Management solution from UBS Asset Management seeks to offset the impact of capital gains taxes
Liam McCormick, UBS Family Advisory and Philanthropy Services Americas, Senior Strategist, in conversation with Dani Bowman, Actress, Love on the Spectrum and Creator of DaniMation Entertainment, and Jennifer Cook, Author and On-Screen Expert for Love on the Spectrum
Dr. Thomas Edwards, Associate Professor at the College of Engineering at Temple University, moderates a discussion with David Aspinall, CEO of Auticon, Steve Bier, Director of Popcorn for the People, and Chris Male, Co-Founder, Autism Impact Fund
Jane Schwartzberg, Head UBS Strategic Client Segments, in conversation with Elizabeth Bonker, Founder of Communication 4 All, Author and Advocate. Communication 4 ALL’s mission is to champion efforts to ensure communication is available to all nonspeakers with autism.
Learn about how to prepare for the aspects of retirement, beyond the financial. Featured are Katie Williams, Discovery Strategist Americas, and Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Our conversation focuses on Autism Awareness Day, an internationally recognized day to bring awareness to neurodiversity and autism. Our guest, Phil Orlando, Chief Equity Market Strategist with Federated Hermes, shares his personal experience as a father of a son with autism and his philanthropy over the years. Host: Shiavon Chatman
In this episode, we cover wealth planning strategies based on key changes from the SECURE 2.0 Act that impact the retirement assets of clients. Erik Seeney, Wealth Planning Strategist, UBS is joined by Ainsley Carbone, Total Wealth Strategist, UBS who will share best practices regarding: Increasing the age for required minimum distributions (RMDs). Strategies for reducing the tax burden on retirement assets. Understanding the pros and cons of delaying distributions from retirement accounts.
Our conversation outlines developments surrounding the EU’s Green Deal Industrial Plan, outlines the progression of ‘green transportation’ and touches on the global rise in energy prices and the role renewables can play. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Jens Peers, Chief Executive Officer and Chief Investment Officer of Mirova. Host: Daniel Cassidy
Alejo Czerwonko joins our 1285 podcast studio to share his recent exciting news of being named to the World Economic Forum’s Young Global Leaders program. Listen as Alejo explains how his work here at the UBS Chief Investment Office, along with his roles in academia and global think tanks, will shape his contributions to the program, plus what he plans to take away and apply from the experience. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy
The UBS 2022 U.S. Philanthropy Forum took place from Monday, October 24 - Tuesday, October 25, 2022 in Austin, Texas. The theme of the event was to "Activate and Elevate Your Philanthropy" and brought together philanthropists from across the U.S. to inspire, empower and educate participants on how philanthropic aspirations can be converted into actions and results. Tune in for this session with Nicole Sebastian, a Senior Strategist with UBS Family Advisory and Philanthropy Services, in conversation with Celebrity Chef Marc Murphy.
The UBS 2022 U.S. Philanthropy Forum took place from Monday, October 24 - Tuesday, October 25, 2022 in Austin, Texas. The theme of the event was to "Activate and Elevate Your Philanthropy" and brought together philanthropists from across the U.S. to inspire, empower and educate participants on how philanthropic aspirations can be converted into actions and results. Tune in for this session with Jamie Sears, Head of UBS Community Impact Americas, in conversation with Tulaine Montgomery, Co-CEO of New Profit.
The UBS 2022 U.S. Philanthropy Forum took place from Monday, October 24 - Tuesday, October 25, 2022 in Austin, Texas. The theme of the event was to "Activate and Elevate Your Philanthropy" and brought together philanthropists from across the U.S. to inspire, empower and educate participants on how philanthropic aspirations can be converted into actions and results. Tune in for this session with Sarah Salomon, Head of UBS Family Advisory and Philanthropy Services Americas, in conversation with Max Disney.
In this podcast, we discuss the many risks that lurk in a financial plan, even (especially) when it has a 99% probability of success. We discuss the importance of anticipating non-market financial shocks, strategies to gain control and confidence over your hard-earned savings, and ways for families to give themselves permission to spend freely in retirement. Featuring Andrea Rothberg, Wealth Planning Specialist, Justin Waring, Investment Strategist, and Katie Williams, Discovery Strategist, UBS Chief Investment Office.
Our conversation focuses on International Women’s Day, a global holiday which celebrates the social, economic, cultural, and political achievements of women. Our guests discuss the wealth building journey for women and how to make financial decisions for the future. Featured are Nicole Herman, UBS Relationship Manager for the Women’s Client Segment, and Michelle Doyle, Assistant Vice President, Senior Marketing Consultant and Women in Investing Chair of Professional Development at Federated Hermes. Host: Shiavon Chatman
Learn about the 2023 Planning Guide from UBS with Brad Dillon, Senior Wealth Strategist.
Our conversation focuses on the latest Modern Retirement Monthly publication, which explores withdrawal rates and how to assess retirement readiness using house-hold specific factors. Featured are Justin Waring, Investment Strategist Americas, and Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Our conversation focuses on wealth preservation, how investing differs in the Black community and what to look for in a financial advisor. Featured is Kleo Curry, Financial Advisor, Vice President, Wealth Management. Host: Shiavon Chatman
As part of UBS’s focus on making technology our differentiator and building a bank for the future, we have launched our new technology spotlight, Engineering the Future. Featuring interviews and discussions with a range of experts and collaborators from UBS and beyond, join us as we explore how the future of finance is increasingly being disrupted by technology. Our second episode features a conversation with Mike Dargan, Chief Digital and Information Officer at UBS, who discusses all things agile, recruitment and life at UBS, and his vision for the future. Visit our website, UBS.com/DigitalNext for more information about the podcast.
This conversation focuses on investors who make up the rising generations, including Millennials and Generation Z. As these groups venture into the world of financial management and planning, we outline and discuss what it means to achieve financial confidence and preparedness. Featured are Shriya Khonde, UBS Consolidated Advisory Program Manager and Patrick Delaney, Price Retirement Insights Leader with T.Rowe Price. Host: Shiavon Chatman
We discuss the recent Modern Retirement Monthly publication, which focuses on strategies you can implement in order to improve your after-tax wealth potential. We also touch on spend management considerations for during retirement and the differences between traditional and ROTH retirement accounts. Featured are Justin Waring, Investment Strategist Americas, and Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
This episode features a discussion between Shawna Hamilton, Senior Strategist on the UBS Family Advisory and Philanthropy Services team, in conversation with Dr. Barney Long, Senior Director of Conservation Strategies at Re:wild. Re:wild’s mission is to protect and restore the wild to build a thriving Earth where all life flourishes. Barney shares how Re:wild combines more than three decades of conservation impact by Leonardo DiCaprio and Global Wildlife Conservation, expertise, partnerships and platforms to bring new attention, energy and voices together. He emphasizes the importance and power of partnerships to expand and amplify their mission.
The UBS Ability Americas Employee Network is pleased to share the launch of a new podcast series, with the first episode titled, ‘Living with Invisible Illnesses’. During the episode, Harper Spero, podcast Host and Founder of the Made Visible podcast series, and Rachel Wilson, UBS Regulatory and Investigations Analyst, discuss Rachel’s experience navigating an invisible illness in the workplace and how her team at UBS has supported her through challenging times.
In this episode, we cover timely strategies for young families when developing their estate plan. Featured are Erik Seeney, and David Mietty, Wealth Planning Strategists with UBS.
With 2023 underway, our conversation outlines some important considerations for those in or nearing retirement, including developments surrounding the SECURE 2.0 Act, Social Security and Medicare. Featured are Ainsley Carbone, Total Wealth Strategist Americas, and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Our conversation covers performance expectations for 2023 and reflections from 2022. We also cover some notable ESG regulation milestones from the past year and how to think about positioning within the space over this next year. Featured is Amantia Muhedini, Sustainable and Impact Investing Strategist Americas from the UBS Chief Investment Office, and Sarah Hughes, Head of ESG and Sustainable Investing with American Century. Host: Shiavon Chatman
Travelers have started to pack their suitcases again in hopes of booking long overdue trips to visit friends and family, as well as bucket list destinations. Don Jones, General Manager at Andrew Harper joins UBS to discuss traveling best practices, as well as travel they are seeing for 2023.
Join Liam McCormick, Senior Strategist on the UBS Family Advisory and Philanthropy Services team, in conversation with Jim Ritterhoff, Co-Founder of Force Blue, and Roger Sparks, Special Operations Veteran and Force Blue Diver. Force Blue seeks to address two seemingly unrelated problems - the rapidly declining health of our planets marine resources and the difficulty returning combat veterans have in adjusting to civilian life - through one, mission-focused program. Jim and Roger share the importance of intentionality and having a focused mission statement as Force Blue pursues their mission to unite the community of Special Operations veterans with the world of marine conservation for the betterment of both lives and restoration of the planet.
Our conversation outlines the risk of water scarcity across the globe, trends in food prices, labor rights and more. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office, and Jonas Kron, Chief Advocacy Officer at Trillium Asset Management. Host: Shiavon Chatman
Have you ever bought something just because it was on sale? Have you ever exited the highway to avoid traffic, even though you know you will arrive at your destination later? What is the ‘turkey illusion’? In this podcast, we talk about behavioral biases and some strategies that we can use to manage the impact of these biases on our long-term returns.
Our conversation offers a look into how investors feel about current conditions in financial markets, the economic and public policy environment in the US, and how they are positioning their portfolios accordingly. Featured is Dani Scherl, Global Thought Leadership Analyst, UBS Client Strategy Office. Host: Daniel Cassidy
Hear a conversation with Advanced Planning Senior Wealth Strategist, David Leibell, on Business Succession Planning and some considerations to be mindful of. Host: Daniel Cassidy
Melissa Linares, Senior Trust Advisor with the UBS Trust Solutions Platform, speaks with Courtney Witz, City National Bank RBC, about trust and estate settlement considerations.
Our conversation offers guidance and tips as to how investors can overcome reacting emotionally to market volatility when it comes to investment decision making. Featured is Katie Williams, Discovery Strategist, UBS Chief Investment Office. Host: Daniel Cassidy
Join Sabrina Parks, Business Associate on the Family Advisory and Philanthropy Services team, in conversation with Bob Roth, CEO of the David Lynch Foundation. The David Lynch Foundation helps to prevent and eradicate the epidemic of trauma and toxic stress among at-risk populations through promoting widespread implementation of the evidence-based Transcendental Meditation program in order to improve health, cognitive capabilities, and performance in life. Bob shares how the foundation has approached scale and evolved their strategy over time to achieve global impact.
Our conversation delivers you perspective and guidance around how to live well, achieve a healthy lifestyle and live a life of balance. Featured is Chris Johnson, the Chief Executive Officer of On Target Living. Host: Daniel Cassidy
In the latest episode, we cover the investment implications of the Inflation Reduction Act of 2022, the circular economy, and water scarcity. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas from the UBS Chief Investment Office, as well as Amy O’Brien, Global Head of Responsible Investing at Nuveen. Host: Shiavon Chatman
Our conversation spotlights the annual Own Your Worth report from the UBS Women’s Strategic Client Segment, which explains how women are focused on living a life of greater purpose and how they are aligning their purpose with their investment decisions. Featured is Nicole Herman, Relationship Manager, Women’s Strategic Client Segment, UBS Client Strategy Office. Host: Daniel Cassidy
Listen to the authors of the 2022 Year-End Guide, Todd Mayo and Jacqueline Denton as they share their thoughts on some selected planning ideas from the guide. Todd is a Senior Wealth Strategist based in Boston MA, and Jacqueline is an Associate Wealth Strategist based in Nashville TN. Host: Daniel Cassidy
Join Elizabeth Cribbs, Senior Strategist on the Family Advisory and Philanthropy Services team, in conversation with two members of the Levitt Foundation, Liz Levitt Hirsch, Board President, and Sharon Yazowski, Founding Executive Director. The Levitt Foundation is a remarkable example of a mid-sized, private family foundation that is making a big impact in communities. Through its commitment to creative placemaking, its grantmaking and research, the Levitt Foundation partners with nonprofits across the country to activate underused public spaces to create joyous, inclusive community destinations. Liz and Sharon share practical advice on how to successfully transition the management of a family foundation between generations, how to impactfully engage the communities the foundation serves and how to strategically approach sunsetting a private foundation.
Our conversation is all about stress management as my guest outlines some considerations and tips when it comes to understating the warning signs of stress and how to best navigate stressful periods or occurrences in both our personal and professional lives. Featured is Lindsey Troxell, Senior Director with Knowledge Labs Professional Development at Janus Henderson Investors. Host: Daniel Cassidy
Learn about how and when to implement tax loss harvesting, including how it can help make your portfolio more sustainable. My guests also cover some strategies to consider. Featured is Justin Waring, Investment Strategist Americas, and Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Our conversation covers climate change resilience, SI fixed income and takeaways from proxy season. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Jonathan Bailey, Head of ESG Investing at Neuberger Berman. Host: Daniel Cassidy
Our conversation outlines ways to make the most of your retirement assets, including the use of distribution strategies. Featured is Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Our conversation outlines how you can financially prepare and plan today for complications surrounding cognitive decline, and the warning signs to be mindful of. Featured is Christine Kolm, Senior Wealth Strategist, UBS Advanced Planning Group. Host: Daniel Cassidy
Knowing that living well is essential to planning well, our conversation highlights strategies to help protect your brain health. Featured is Dr. Marc Milstein, a leading brain health expert whom specializes in presenting the leading scientific research on brain health in a way that educates, entertains, and empowers us to live better. Host: Daniel Cassidy
Join Sarah Salomon, Head of UBS Family Advisory and Philanthropy Services, in conversation with Pete Kadens, serial entrepreneur and philanthropist. Pete was Co-Founder of Green Thumb Industries and served as CEO until his retirement in 2018. In his early retirement, Pete sought a renewed sense of purpose and found it in philanthropy. He is now Chairman of the Kadens Family Foundation and Hope Chicago, both nonprofit organizations focused on creating pathways out of poverty through education. Pete shares how he arrived at this point in his journey and what he has learned along the way such as the importance of family philanthropy and having a well-defined mission statement.
Our conversation offers a look into the concerns on the minds of investors and how they are preparing their portfolios for volatility. Plus, we outline an outlook for inflation, market performance, the US midterm elections and how to consider your asset allocation strategy. Featured is Dani Scherl, Global Thought Leadership Analyst, UBS Client Strategy Office, and Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Our conversation covers the ongoing debate on energy security, recent developments surrounding ESG regulation, and LGBTQ plus inclusion in the workplace. Featured is Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Anthony Eames, Managing Director, Responsible Investment Strategy, Calvert Research and Management. Host: Daniel Cassidy
Join Sarah Salomon, Head of UBS Family Advisory and Philanthropy Services, in conversation with Jean Trebek, CEO of Inside Wink, an altruistic lifestyle website. Jean’s philanthropic endeavors, such as being on the Helen Keller International Board of Trustees, gave her a renewed sense of purpose. She was driven by her passion to assist people in recognizing the innate goodness and generosity in life to create Inside Wink with her partner Alison Martin. Jean shares what she has learned throughout her philanthropic journey such as finding inspiration, seeing the benefits of a family foundation and the impact of involving her children in their family’s philanthropy.
Our discussion outlines the attributes that make a company or portfolio ‘sustainable’, the evolution of ‘Governance’ and how to invest in biodiversity. Featured are Amantia Muhedini, CIO Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office and Michelle Dunstan, Chief Responsibility Officer, AllianceBernstein. Host: Daniel Cassidy
An in-depth conversation about life, innovation and the future of finance with Chetan Tolia, Head of UBS Next - UBS’s venture and innovation unit. In this discussion Chetan talks about his childhood in Kenya, his early exposure to tech and innovation, career lessons, and ultimately, his focus as the Head of UBS Next. To learn more visit www.ubs.com/digitalnext.
Join Elizabeth Cribbs, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with Danielle M. Reyes, President and CEO of the Crimsonbridge Foundation. The Crimsonbridge Foundation, founded by Gabriela Smith, is dedicated to investing in transformative and scalable solutions with a focus on education, leadership and capacity building. Crimsonbridge takes a strategic and entrepreneurial approach to philanthropy to create social change. Danielle has over 25 years of experience in leading and designing innovative philanthropic programs and partnerships. She provides insights on when the right time is to hire a professional to partner for your family’s philanthropy, and how to think through living and leaving your legacy.
Head of Advanced Planning, Ann Bjerke, and Senior Wealth Strategists Joyce Crivellari, Catherine McDermott, and Rebecca Sterling reflect on the latest report from the Women’s Segment and discuss planning strategies that are especially relevant for women today.
Advanced Planning Senior Wealth Strategists, Brad Dillon and Joanna Morrison give insights as to what makes planning for LGBTQ couples unique and highlight specific examples from their new whitepaper, Planning for the LGBTQ family.
Join Shawna Hamilton, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with Dale and Katy Carlsen. Dale and Katy Carlsen are pursuing their shared philanthropic passion through Ticket to Dream. Dale is the Founder and CEO Emeritus of Ticket to Dream, a nonprofit organization dedicated to providing hope and opportunity for foster children across the country. Dr. Katy Carlsen is a Medical Consultant for California Childrens Services and serves on the board at Ticket to Dream. Together, her and Dale are living an incredible legacy through their shared pursuit of their philanthropic goals.
Our conversation offers a look into the concerns on the minds of investors and how they are preparing their portfolios for volatility. Plus, we outline an outlook for inflation, market performance and how to consider your asset allocation strategy. Featured is Dani Scherl, Global Thought Leadership Analyst, UBS Client Strategy Office, and Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Listen to the latest edition of The Wealth Planning Podcast hosted by UBS Wealth Planning Strategist, Erik Seeney. In this episode, we hear from David Rosenthal, Wealth Planning Strategist, UBS and Dawn Rodgers Vice President, Comerica Advisor Solutions, who share strategies for advisor and families interested in Special Needs Planning.
Join Safia Dandia, Associate Director on the Family Advisory and Philanthropy Services team, in a discussion with CEO Dr. Ari Johnson and Mali Country Director, Dr. Djoume Diakite, as they tell the founding story of Muso, The UBS Optimus Foundation’s newest Zakat-eligible program focused on ending the child and maternal mortality crisis and delivering universal health coverage at scale. Muso has a unique proactive care model, documenting rapid health improvements in the communities it serves. Tune in as we explore more about Muso’s impactful work in Mali.
Join Melinda Hightower, Head of the new Multicultural Investors segment, as well as Senior Wealth Strategist, Jennifer Lan, and Advanced Planning Wealth Strategist, Premini Scandurra. We offer insights into how multicultural investors build their wealth and outline various tax planning strategies featured within the latest publications: Invest to Advance: How Multicultural Families Build Generational Wealth and Planning for Multicultural Investors. Host: Daniel Cassidy
Join Safia Dandia, Associate Director on the Family Advisory and Philanthropy Services team, in a discussion with Dr. Shariq Siddiqui, an Assistant Professor of Philanthropic Studies and Director of the Muslim Philanthropy Initiative at the Indiana University Lilly Family School of Philanthropy. In this episode, we explore the latest giving trends and research on faith-based giving and philanthropy amongst the Muslim community.
Join Tom Naratil, Co-President UBS Global Wealth Management and President UBS Americas, in a discussion with Tom Davidson, CEO and Founder of EVERFI, about the importance of financial education and creating financial literacy for all. Tom founded EVERFI, a digital financial education company, with the mission of empowering individuals with the tools and skills to drive ecosystems of change and inspire lifelong success. Tom will share the significance of financial education and how private organizations, like UBS, can support the mission of EVERFI. He will also share how EVERFI has helped him to live for his legacy and how he views his personal legacy, outside of EVERFI.
In this episode, Imam Khalid Latif, Executive Director and Chaplain for the Islamic Center of New York University, discusses the charitable emphasis in Ramadan and Eid, the importance of the last 10 days of Ramadan, and how to strengthen your connection to your faith and spirituality through philanthropy and helping others in this month and beyond.
A look into how the Personalized Tax Management solution from UBS Asset Management can function to improve after-tax returns. Featured is Sebastian Mainegra, Lead Investment Specialist, UBS Asset Management. Host: Daniel Cassidy
Our conversation covers the implications of the Russia-Ukraine war to energy sustainability, the new IPCC climate assessment and more. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office and Susan Gim, Client Portfolio Manager, Martin Currie. Host: Daniel Cassidy
Given the recent stock market volatility, Jennifer Lan, Senior Wealth Strategist with UBS Advanced Planning, discusses how to use assets that have decreased in value to make lifetime gifts. Capturing the potential ‘rebound’ in depressed assets outside of your taxable estate can be extremely beneficial and tax efficient. Listen as Jennifer provides several options and items to consider when using such techniques. Host: Daniel Cassidy
In Islam, there is a great emphasis on and many benefits associated with caring for orphans. In this episode, Sarah Veilex, UBS Optimus Foundation Program Director, shares some eye opening realities of children living in institutions, including the fact that 80 percent of children in orphanages have a living parent. Learn about the detrimental effects these institutions can have on children, as well as alternate solutions to be impactful with your charitable giving in this area.
Our seasons of planning series of conversations continues with a look at some considerations you should be mindful of during the spring season, namely estate planning and long-term care. Featured are Ainsley Carbone, Total Wealth Strategist Americas, and Katie Williams, Discovery Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Join Julie Binder, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with Andrea Jung, President and CEO of Grameen America. Andrea is the longest-serving female chief executive in the Fortune 500, a trailblazer for women, and long-term champion of women’s issues. She will share her passion for the work Grameen America does and the immense impact they have had. Founded in 2008, Grameen America builds on the legacy and proven model of Nobel Peace Prize Laureate Muhammad Yunus. Grameen America is a microfinance institution dedicated to helping women who live in poverty build small businesses to create better lives for their families. Since inception, the organization has invested over 1.7 billion USD to more than 133,000 low-income women across the United States through its unique social capital model.
A dive into the UBS 2022 Planning Guide and a look at tax management strategies and considerations for clients. Featured are Brad Dillon, UBS Advanced Planning, Justin Waring, UBS Chief Investment Office, and Sebastian Mainegra, UBS Asset Management. Host: Daniel Cassidy
Our conversation walks you through the seasons of planning series and considerations you should be mindful of when it comes to your financial plan throughout the course of the year, starting with the season of winter and some steps you can take today that will set you up for the year ahead. Featured are Ainsley Carbone, Total Wealth Strategist Americas and Katie Williams, Discovery Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
We continue with our series of retirement planning conversations as we offer guidance around what to do with your old 401k plan. Featured is Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Our conversation offers some takeaways and observations from the latest UBS Investment Sentiment Survey, including how investors feel about inflation, the prospects for market volatility, public policy initiatives and more. Plus, we outline an outlook for inflation, market performance and how to consider your asset allocation strategy. Featured is Dani Scherl, Global Thought Leadership Analyst, UBS Client Strategy Office, and Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Join Shawna Hamilton, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with Joe Blackstone about how his philanthropic journey began and continues in parallel with his entrepreneurial journey. In 1991, he founded Blackstone Consulting Inc. BCI, which he has grown into an international service provider supporting nearly 6,000 employees. Then in 2011, he founded the J3 Foundation in partnership with his wife, Jamie Mohn. Their foundation serves children and youth in the Los Angeles County schools with literacy support. Together they have set out on a mission to provide what they believe every child should have access and support to remain on track in school.
Our conversations covers the efforts around global decarbonization, developments surrounding social justice, as well as regulation surrounding sustainable investing. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office and Joe Elegante, Portfolio Manager, UBS Asset Management.
Join Liam McCormick, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with John Inserra. John founded For Our Shared Humanity, a charitable non-profit organization created to shape and share an educational, cross generational voice focused on strengthening the indivisibility rooted in the common ground upon which we all walk. John decided to start his journey by walking from Westhope, North Dakota to Hope, Texas, a 1,700 mile hike over 120 days down spine of the USA which he called Walking the Middle. In this episode, John will share how he identified his purpose in retirement and began living his legacy one step at a time.
UBS Advanced Planning Group Year-End Planning Guide for 2021 - Join us for tips and insights for year-end planning. Featured are Brad Dillon and Todd Mayo, Senior Wealth Strategists, UBS Advanced Planning Group. Host: Daniel Cassidy
With the year-end quickly approaching and Giving Season in full swing, my guests outline some tips and strategies when it comes to gift giving as well as some tax considerations to be mindful of. Featured are Justin Waring, Investment Strategist Americas, UBS Chief Investment Office and Morgan Hyland, Wealth Planning Specialist, UBS Wealth Planning Sales. Host: Daniel Cassidy
Our conversation provides key takeaways from the recent COP26 Conference, and touches on other notable developments as it relates to workplace equality and inclusion as well as green transportation. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, as well as Cathrine de Coninck Lopez, Global Head of ESG for Invesco. Host: Daniel Cassidy
In acknowledgement of financial planning month, Bonnie Park, Head of Wealth Planning for UBS Wealth Management USA, shares some top life lessons on the value of planning. Host: Daniel Cassidy
Our conversation features Steve Mattus, Head of Advisory and Planning Products, Global Wealth Management Americas. Steve offers top recommendations for what financial advisors and their clients should be focusing on between now and the end of the year to ensure a thoughtful start to 2022 - and even gets into Super Bowl predictions. Host: Daniel Cassidy
Join Shawna Hamilton, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with Jamie Yuenger, Founder and Principal of StoryKeep, a media production company that specializes in creating films and private podcasts for multigenerational families of wealth. Jamie will share her passion for creating meaningful media for families and the importance of keeping ones life story.
Our conversation previews the COP26 Conference, outlines the key topics that will be covered and sheds light on the potential opportunities. Featured are Amantia Muhedini, CIO Sustainable Investing Strategist Americas, UBS Chief Investment Office and Michelle Dunstan, Chief Responsibility Officer, AB. Host: Daniel Cassidy
Hear UBS strategists explain how families navigate their business succession to reach their goals.
Hear UBS strategists discuss the power of talk and why it’s key to a successful business succession.
In this episode, Anne Lyons, Founder and CEO of Tapestry Associates, joins us to discuss recent trends and insights in the industry, what kinds of questions clients should consider during the search and hiring process, and strategies for retaining and incentivizing critical staff.
Our conversation will walk your through what to consider when it comes to work benefits, and how to think about these decisions in context of your longer-term financial plan and current financial needs. Featured are Ainsley Carbone, Total Wealth Strategist Americas and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
In this episode, we are joined once again by Jeremy Langlois, Partner and Head of Client Advocacy at Mirador, to discuss various 'use cases' for reporting solutions and benefits associated with them. This is the second podcast in a two-part series on consolidated performance reporting, with the first podcast shared advice and best practices for family offices about how to select the right reporting technology.
Malcolm Brogdon is a professional basketball player, but his true passion is helping others. When he is not on the court, Malcolm is committed to service, education, and advocating for clean water and quality education for all. Hear more about his story and the work of the Brogdon Family Foundation in the latest episode of ‘In conversation with’ hosted by Sarah Salomon, Head of Family Advisory and Philanthropy Services.
Our conversation focuses on the portfolio implications of more frequent extreme weather events around the world, how to think about and approach impact investing and some notable developments with respect to diversity and inclusion in corporate America. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office and Anthony Eames, Director of Responsible Investing, Calvert Research and Management. Host: Daniel Cassidy
Brian Formento of the Family Office Solutions Group is joined by Craig Thrasher, CFA, Portfolio Manager and Senior Research Analyst at Kayne Anderson Rudnick, sub-advisor of the Virtus KAR International SMID Cap strategy. In this podcast, Brian and Craig share how small cap international strategies may increase diversification and provide lower volatility for investors allocating internationally. Craig also shares his process for identifying companies and including names in the portfolio, as well as notable updates to the strategy.
Please join Debra Phares, Senior Strategist at Family Advisory and Philanthropy Services, and Mark Gerson, co founder of the Gerson Lehrman Group and Thuzio, and Chairman of African Mission Healthcare, for a conversation around philanthropy and Judaism. Through this Faith and Philanthropy initiative, UBS is offering a 100 percent match on all contributions made to the African Mission Healthcare program via the UBS Optimus Foundation through year end. Please contact your UBS Advisor to learn more. UBS is offering a 100 percent match on donations to African Mission Healthcare through the UBS Optimus Foundation through December 31, 2021. This 100 percent match will be offered for the first USD 9,000,000 raised.
Arising investment opportunities, global challenges, well considered perspectives, complementary to our research report The Future of Earth Lena Dente of UBS talks with Themis Themistocleous, Chief Investment Officer EMEA, Antonia Sariyska, Impact Investing expert, Charles Veasey, Head Sustainable Investing Communications, Elena Guglielmin, Credit Analyst, and Mark Haefele, UBS Chief Investment Officer.
The Family Office Masterclass podcast series, hosted by the UBS Family Office Solutions Group, ensures we are delivering our family office clients timely and relevant content. In this episode, we are joined by Anneke Stender, Executive Vice President of Plumb and the Founder of the Family Office Accounting and Bill Pay Division of Plumb, to discuss bill pay and bookkeeping solutions for family offices.
In the wake of recent developments surrounding the US budget resolution, we explain how you can determine whether it might be the right time to consider harvesting your capital gains. Featured is Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Our conversation focuses on the current supply and demand dynamic for SI bonds, legislative developments within the EU, takeaways from the 2021 proxy season and more. Featured is Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Alex Hirsch, Sustainable Investing Team, BlackRock. Host: Daniel Cassidy
Our conversation will offer a look at US retailer and consumer brand Q2 results, trends from the back-to-school shopping season and how to think about allocation within the consumer discretionary sector. Featured is Rob Samuels, Consumer Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Our conversation will walk you through distribution strategies to help you reduce taxes and make the most of your retirement assets. Featured are Ainsley Carbone, Total Wealth Strategist Americas and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
The Family Office Masterclass podcast series, hosted by the UBS Family Office Solutions Group, ensures we are delivering our family office clients timely and relevant content. In this episode, we are joined by Ari Warsawski, Director of Sales at XO Global LLC, to discuss the different options available for flying private, factors clients should consider when deciding on the right solution, and some common pitfalls and oversights to be mindful of.
The Family Office Masterclass podcast series, hosted by the UBS Family Office Solutions Group, ensures we are delivering our family office clients timely and relevant content. In this episode, we are joined by Adam Jackson, CEO of 360 Privacy, to discuss cybersecurity best practices and how UHNW individuals and families can control their personal information.
Please join Julie Binder, Senior Strategist on the UBS Family Advisory and Philanthropy Services team, in conversation with Tiloma Jayasinghe, President and CEO of Community Resource Exchange CRE, and Philip Li, President and CEO of the Robert Sterling Clark Foundation. CRE partners with nonprofit organizations, providing support and tools needed to ensure effective leadership, high performing staff, financial stability and impactful programs to serve their communities. In this episode, Tiloma and Philip discuss non-profit consulting, leadership development, and the unique opportunity that we to build a better future during these changing times.
The Family Office Masterclass podcast series, hosted by the UBS Family Office Solutions Group, ensures we are delivering our family office clients timely and relevant content. In this episode, we are joined by Brian Formento, Portfolio Strategist, and Tom Cameron, Executive Director, Global Liquidity Management, UBS Asset Management, about managing liquidity and cash positions on the balance sheet.
Our conversation focuses on the potential road ahead for US infrastructure legislation, recent developments surrounding and adoption of hydrogen, and sustainable investing outside of traditionally green themes. Featured are Michelle Laliberte, Thematic Investment Associate Americas, UBS Chief Investment Office and Amy Farrell, Sustainable Investing Specialist, UBS Asset Management. Host: Daniel Cassidy
The Family Office Masterclass podcast series, hosted by the UBS Family Office Solutions Group, ensures we are delivering our family office clients timely and relevant content. In this episode, we are joined by Jeremy Langlois, Partner and Head of Client Advocacy at Mirador, to discuss consolidated performance reporting, and advice and best practices about how to select the right reporting technology.
Our conversation focuses on how women can and why women should get more involved when it comes to long-term financial planning, as well as available resources and approaches to consider for how to do so. Featured are Carey Shuffman, Head of the Womens Strategic Client Segment, and Nicole Herman, Relationship Manager, Womens Strategic Client Segment, UBS Client Strategy Office, and Jean Dunn, Vice President and Client Loyalty Insights Leader, T.Rowe Price.
Our conversation focuses on the prospects and roadmap for reaching net-zero carbon emissions by the middle of the century, the implications of shifting consumer preferences to the food industry, cyberattacks and more. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, with the UBS Chief Investment Office, as well as Andrew Parry, Head of Sustainable Investments for Newton Investment Management. Newton Investment Management is an ESG investment affiliate firm of BNY Mellon. Host: Daniel Cassidy
Our conversation will walk you through the latest UBS Investor Watch, a study of almost four thousand high net worth investors across fifteen global markets. Our guests will share with you the findings from the research which sought out to uncover how the pandemic has changed investors goals and behaviors, and what they now value most. Featured are Dani Scherl, Global Thought Leadership Analyst with the UBS Client Strategy Office, Morgan Hyland, Wealth Planning Specialist with US Wealth Planning, and Amantia Muhedini, Sustainable Investing Strategist Americas with the UBS Chief Investment Office. Host: Daniel Cassidy
Including children in family philanthropy can help ensure that the values of caring for others, sharing resources, solving problems, and giving back, are rooted in the family. In this episode of Family Insights, Sarah Salomon, Senior Strategist at Family Advisory and Philanthropy Services, discusses how parents can get started with engaging their children in philanthropy. She talks about the importance of identifying shared values and how families can learn from one another. She also shares how including children in family philanthropy can be a practical way of teaching kids about financial matters.
Our conversation focuses on inflation, though in context to ones retirement plan and some approaches to consider for planning your future spending accordingly. Featured are Ainsley Carbone, Total Wealth Strategist Americas, and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Join Judy Spalthoff, Head of Family Advisory and Philanthropy Services, in conversation with Heather Templeton Dill, President of the John Templeton Foundation. Heather discusses the role of spirituality in the inception of her family foundation, the significance of examining purpose in our lives, and the incredible stories of people that have been impacted through the foundations research on purpose.
On this edition, Bonnie and Lynette explore why sustainable investing is important to discuss during planning conversations. Featured are Bonnie Park, Head of Wealth Planning US, and Lynette Jefferson, Head of Sustainable Investment and Inclusive Investment Solutions, UBS Global Wealth Management. Host: Daniel Cassidy
Family meetings can provide a forum for members to openly share ideas, opportunities, and challenges, and make decisions in a truly collaborative manner. These meetings can also help nurture a familys human capital, uniting its members across generations with a shared purpose. This week, join Nicole Sebastian and Sarah Salomon, Senior Strategists at Family Advisory and Philanthropy Services, in their conversation with the Allen Family. In this episode, you will hear firsthand from Greg Allen, Mark Allen, and Claire Neal about their personal experiences with family meetings at UBS and how these meetings have helped shape their relationships, philanthropy, and legacy.
In this episode, Peter Lawson Johnston, Managing Partner at Guggenheim Partners, joins Judy Spalthoff, Head of Family Advisory and Philanthropy Services, to discuss the power, importance, and nuances of maintaining a family brand. The Guggenheim family began in the mining industry and grew in to a cultural and philanthropic force by sharing art with the world art and expanding to many other philanthropic endeavors. He speaks on the formula for his family's success and how serving on various boards with family members has allowed bonds to strengthen and create a shared mission despite the distance.
On this edition, Bonnie and Lynette do some myth busting when it comes to sustainable investing and financial planning. Featured are Bonnie Park, Head of Wealth Planning US, and Lynette Jefferson, Head of Sustainable Investment and Inclusive Investment Solutions, UBS Global Wealth Management. Host: Daniel Cassidy
Our conversation today focuses in part on ESG-linked asset performance in 2021, relative to that of 2020, along with a look at some notable net-zero commitments from around the world, further updates on the regulatory front and more. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Alexis Deladerriere, Head of Developed International Markets Equity, Goldman Sachs Asset Management. Host: Daniel Cassidy
In our second episode on Family Meetings, Liam McCormick, Senior Strategist at Family Advisory and Philanthropy Services, discusses the unifying power of creating a family mission statement. He also talks about how our group works with clients and their families to form a Family Balance Sheet, which helps identify a familys True Wealth, the being its Human, Social and Spiritual Capital.
85 percent of wealth transitions fail due to a breakdown and communication and trust within a family and inadequate heir preparation. In this episode, Liz Cribbs, Senior Strategist at Family Advisory and Philanthropy Services, discusses one potential solution: Family Meetings. Family meetings are perfect forum for both ongoing discussions around wealth transitions and financial education. Tune in to learn more.
This week Judy Spalthoff, Head of Family Advisory and Philanthropy Services, is joined by Sara Deren, Founder and CEO of Experience Camps. Experience Camps is a non-profit organization that provides transformative experiences for grieving children, primarily through their one-week overnight summer camps. Sara shares what motivated her to begin the organization and provides insights for being a grief supporter for children and adults, alike.
Our conversation today will touch on the ways in which digital technologies have dramatically and rapidly changed our world, particularly since the start of the pandemic. Featured are Albert Tsuei, Senior Portfolio Manager of the Digital Transformation Strategy, and Tom Digenan, a Lead Equity Investment Specialist, UBS Asset Management. Host: Daniel Cassidy
Join Debra Phares, Senior Strategist on the Family Advisory and Philanthropy Services team, as she interviews Erik Stegman, Executive Director of Native Americans in Philanthropy. This national organization advocates for stronger and more meaningful investments by the philanthropic sector in tribal communities, and in this episode, Erik explores issues such as invisibility and the disparities these communities have faced throughout the pandemic. While stressing the importance of relatives and relations in indigenous cultures, Erik also outlines how donors can invest in Native led organizations to fuel strong futures for tribal communities.
Gail Simmons, the trained culinary expert, food writer, television personality, and Top Chef judge, sits down with the Head of Family Advisory and Philanthropy Services, Judy Spalthoff, to discuss her career and values that have fueled her work as a philanthropist. Sitting on the board of City Harvest and Hot Bread Kitchen, two NYC-based nonprofits, Gail tackles issues such as hunger, food waste, and female empowerment in the food industry. As she shares her mantra for giving, Gail discusses the role her own family has played in her life as a philanthropist and how this has informed decisions she makes as a parent. Featured are Gail Simmons, food writer and Top Chef judge, and Judy Spalthoff, Head of Family Advisory and Philanthropy Services.
Our conversation will walk you through the findings within the latest edition of the Own Your Worth report series, Building Bridges, Breaking Barriers. Featured is Carey Shuffman, Head of the Womens Strategic Client Segment, UBS Client Strategy Office. Host: Daniel Cassidy
In this conversation with Ainsley Carbone, Total Wealth Strategist, and Morgan Hyland, Wealth Planning Specialist, learn about why you should focus on budgeting, how to get started and how to find a balance between spending and saving.
When it comes to your financial life, it is important to make sure your financial plan and portfolio strategy are aligned. But, how are these two concepts related, why should conversations about them be ongoing and what are some strategies you should consider We will discuss all of that and more in the fourth segment of our Evolution of Advice podcast series. Featured are Steve Mattus, Head of Advisory and Planning Products, Emily Lau, Head of Wealth Planning Sales and Ashok Eastman, Head of Portfolio Advisory Group Americas. Host: Daniel Cassidy
Thomas S. Kaplan, Ph.D., Chairman and Co-founder of Panthera, joins Liz Cribbs, Senior Strategist in Family Advisory and Philanthropy Services, to share his passion for wild cat conservation, which is directly linked to supporting and protecting the surrounding habitats and ecosystems. Throughout his story, Tom shares the pain points of wildlife trafficking and environmental harm, as well as how he built a network of powerful partners who have helped him keep his personal vow: to give back to what he loves, cat conservation. Featured are Liz Cribbs, Senior Strategist, Family Advisory and Philanthropy Services, and Thomas S. Kaplan, Ph.D., Chairman and Co-founder of Panthera.
Learn about the components of and findings within The Future of Earth publication from the UBS Chief Investment Office. Featured are Laura Kane, Head of Thematic Research Americas, and Amantia Muhedini, Sustainable Investing Strategist Americas, with the UBS Chief Investment Office. Moderated by Julia Tomei, Sustainable Investing Solutions Product Manager, UBS Global Wealth Management Americas.
In this weeks episode of In conversation with, Sarah Salomon, a Senior Strategist in Family Advisory and Philanthropy Services, is joined by Lisa Greer. Lisa is a philanthropist, entrepreneur, and author of the best-selling book Philanthropy Revolution How to Inspire Donors, Build Relationships and Make a Difference. Tune in to hear Lisa discuss the shift towards donors giving over longer time horizons, the need to activate younger generations, and the benefits that can come from more transparency between donors and nonprofits. Featured are Sarah Salomon, Senior Strategist, UBS Family Advisory and Philanthropy Services and Lisa Greer, Author Philanthropy Revolution
Our conversation today focuses in part on recent regulatory developments, both in the US and Europe, along with the role that ESG can play during the upcoming voter proxy season. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Anthony Eames, Director of Responsible Investment Strategy, Calvert Research and Management. Host: Daniel Cassidy
In this weeks episode, Judy Spalthoff, Head of Family Advisory and Philanthropy Services, sits down with 1 800 Flowers founder, Jim McCann, to discuss his journey as a florist and philanthropist. Throughout his story, Jim emphasizes the importance of work ethic and purpose, two family values that led to the eventual creation of Smile Farms, a non-profit that seeks to employ young adults and adults with developmental disabilities. Jim shares how philanthropy can lead to improved outcomes for underserved individuals while also uniting ones own family. Featured are Judy Spalthoff, Head of UBS Family Advisory and Philanthropy Services, and Jim McCann, Founder of 1 800 Flowers
Jennifer Risher, a beneficiary of the dot-com boom and author of We Need to Talk: A Memoir about Wealth, joins Judy Spalthoff, Head of Family Advisory and Philanthropy Services, to break down the stigma around talking about wealth. While wealth can make it easier to support a family, open communication is what makes a family flourish. In this episode, Jennifer talks about her book and her own experiences as a means to navigate relationships and demystify wealth. Featured are Judy Spalthoff, Head of UBS Family Advisory and Philanthropy Services, and Jennifer Risher, Author, We Need to Talk: A Memoir about Wealth
What is the UBS Optimus Foundation COVID-19 Response Fund and how is it amplifying impact to combat the pandemic In this episode, Nicole Sebastian, Senior Strategist in Family Advisory and Philanthropy Services, discusses the prevalent issues of food insecurity and malnutrition with Raymond Debbane, Chairman of Action Against Hunger. These challenges have been further exacerbated by the pandemic, and as a grant recipient of the UBS Optimus Foundation COVID-19 Response Fund, Mr. Debbane will share how Action Against Hunger is on the front lines as the worlds hunger specialist and leader in a global movement that aims to end life-threatening hunger.
What is a giving vehicle In this episode, Julie Binder, a Senior Strategist in Family Advisory and Philanthropy Services, explains the similarities and differences between two of the most common types of donor directed charitable giving vehicles; a donor advised fund and a private foundation.
What should be considered when establishing a private foundation In this episode, Nicole Sebastian, a Senior Strategist in the Family Office Solutions Group, shares best practices on family governance topics, such as structuring a board, staffing responsibilities, and regulatory requirements.
What is venture philanthropy and how does it differ from traditional forms of philanthropy In this episode, Nicole Sebastian, Senior Strategist in Family Advisory and Philanthropy Services, explains everything from the origins of venture philanthropy, to its core principles, and the benefits it could hold for the future.
What options are available to philanthropists interested in establishing scholarship funds In this episode, Julie Binder, Senior Strategist in Family Advisory and Philanthropy Services, outlines the opportunities that are available, as well as the questions that should be answered, when considering whether or not to establish a scholarship fund.
With so much need in the world, what are some efficient ways to select nonprofit grantees In this episode, Nicole Sebastian, a Senior Strategist in the Family Office Solutions Group, provides thought critical questions to help givers think through nonprofit due diligence and the grantee selection process.
How does each generation approach charitable giving and what does the future of philanthropy look like In this episode, Sarah Salomon, Senior Strategists in Family Advisory and Philanthropy Services, outlines some of the trends that are influencing different generations and their decisions to give.
What kind of approaches can lead to more focused and impactful philanthropy In this episode, Sarah Salomon, Senior Strategists in Family Advisory and Philanthropy Services, talks about getting clarity on what and why people give. In doing so, she highlights how planned approaches to philanthropy are instrumental to the motivations and outcomes of one’s gifts.
What is the UBS Optimus Foundation and how is it unique In this episode, Nicole Sebastian, a Senior Strategist in the Family Office Solutions Group, shares how UBS is the only wealth management firm with a client-facing foundation, and details on the programs that drive its mission to help the most vulnerable populations around the world in the areas of children's health, education, child protection, social finance, and the environment.
Our conversation will bring you up to speed on the recent buzz behind NFTs and how the underlying technology might be applied outside of the world of digital art. Featured is Kevin Dennean, Technology and Communications Services Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Our conversation today will shed light on how to know when you have achieved financial freedom and the steps you can take in order to do so. Featured are Ainsley Carbone, Total Wealth Strategist Americas and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS Optimus Foundation Climate and Environment Strategy - A holistic approach to mitigating climate change by working with local communities and enhancing biodiversity conservation. This podcast takes a look at our strategy overall, and a deeper dive into a Collective focus on the mangroves in Southeast Asia. Featured are Hannah Wood, Program Director for the Environment portfolio with the UBS Optimus Foundation, and Julie Binder, Senior Strategist, Family Advisory and Philanthropy Services.
Our conversation today focuses in part on whether asset price inflation exists amongst green investments, the implications of the recent spike in bond yields to ESG-linked assets, what recent extreme weather events mean for sustainable investing and more. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Mitch Reznick, Head of Research and Sustainable Fixed Income International, Federated Hermes. Host: Daniel Cassidy
Emily Brunner, Senior Wealth Strategist, and Kristen Kostiw, Portfolio Strategist, discuss estate planning and investment strategies specific to female investors. To learn more, please reach out to your Financial Advisor for a copy of their whitepaper, “Matriarchs on the Rise”.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability.
Our conversation today will focus on how to approach investing in context to climate change, as well as equality and diversity and the factors behind the growing momentum and investor interest in these areas. We will also touch on the recent energy rally and the implications of that to sustainable investing. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Kristin Hull, Founder, CEO and CIO, Nia Impact Capital. Host: Daniel Cassidy
Explore the financial goals and ambitions of athletes and entertainers, and learn about how UBS serves this unique client segment. Featured is Wale Ogunleye, Head of the Athletes and Entertainers client segment, UBS Client Strategist Office. Host: Daniel Cassidy
We discuss several key trends within sustainable finance to watch out for in 2021, as outlined within the UBS Davos Whitepaper. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Bruno Bertocci, Head of Sustainable Equities, UBS Asset Management. Host: Daniel Cassidy
We do a deep dive on COVID-19 and opportunities in the Healthcare sector. Our conversation covers everything from vaccines and where we stand today, to investment opportunities, and most importantly when will this all be over. Featured are Tom Digenan, Lead Equity Investment Specialist, and Matt Konosky, Lead Portfolio Manager for Healthcare and Biotech portfolios, UBS Asset Management. Host: Daniel Cassidy
Our conversation today will focus on the latest UBS Investor Sentiment Survey, and we will cover how investors feel about the direction of both the economy and financial markets, along with the election results, investing in a sustainable manner and the environment for business owners. Featured is Dani Scherl, Global Thought Leadership Analyst, UBS Client Strategy Office. Host: Daniel Cassidy
Sustainable investing strategies aim to incorporate environmental, social and governance ESG considerations into investment process and portfolio construction. Strategies across geographies and styles approach ESG analysis and incorporate the findings in a variety of ways. The returns on portfolios consisting primarily of sustainable investments may be lower or higher than portfolios where ESG factors, exclusions, or other sustainability issues are not considered, and the investment opportunities available to such portfolios may also differ.
A look at what 2021 has in store for the Sustainable Investing space, the implications of the US election to green initiatives and more. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Dan Roarty, Chief Investment Officer for Sustainable Thematic Equities for AllianceBernstein (AB). Dan is also a member of the UBS Research Advisory Board. Host: Daniel Cassidy
Our conversation today will focus on what is new in 2021 with respect to retirement planning, and what to be mindful of as you map out and manage both your retirement and estate plan. Featured is Ainsley Carbone, Total Wealth Strategist for the Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Our conversation today will walk you through the fiscal relief currently available for small business owners, along with the likely additional measures expected to materialize over the next few months. We also touch on how the composition of government will impact the scope and scale of fiscal relief. Featured is James Jack, Head of the Small Business Owner Client Segment, UBS Client Strategy Office. Host: Daniel Cassidy