Paradigm Podcast: Recent Episodes
UBS advisor podcasts
Paradigm Podcast will bring timely and relevant information to family offices and high net worth individuals on private wealth management topics. Paradigm Group will interview guests from within the firm and centers of influence outside the firm.
Paradigm Group will be joined this month by Dr. Silvia Mah, PhD, MBA for a conversation on how female business owners and founders can navigate and succeed in the current marketplace. Dr. Mah is Managing Partner at Stella Impact Capital, a seed-stage venture fund investing in diverse female founders building startups at the intersection of deep tech and impact. Dr. Mah has invested in over 130 startups with 6 exits and 1 IPO and is the founder & Chairwoman of Stella Labs, an accelerator for women-owned businesses. The team will discuss strategies female founders can deploy to successfully navigate through the difficult M&A landscape. Additionally, Paradigm Group is proud and excited to announce UBS’ sponsorship of the 2022 Women’s Venture Summit in September. Now in it’s third consecutive year, WVS is a two-day event connecting female founders to investors with the goal of boosting female founder’s access to capital and grow the number of women investing in these innovative, female-led companies. engaging:
Please join Paradigm Group and Lisa Snyder, Wealth Planning Strategist at UBS, for a conversation on how founders and executives can prepare for an upcoming liquidity event and how our team can help. Oftentimes founders of successful companies find themselves so entrenched with operating their business that they overlook the importance of adequate preparation. Lisa and the team will discuss the various steps business owners can take in advance of liquidity to put themselves in the best position possible for success after. The conversation will touch on startup equity compensation, gifting to family and charities, and what to do post-liquidity to reduce the taxable impact and maximize the return on years of hard work.
Please join Paradigm Group and Steve Studnicky, Head of Strategic Equity Solutions at UBS, for a conversation on how founders and executives can monetize their privately held shares. Concentrated stock positions often represent a significant portion of a business owner's wealth, especially during early stages of growth. Steve and the team will discuss strategies on how business owners can obtain liquidity without diluting their ownership position.
Please join Paradigm Group and Tom Cameron from UBS Asset Management for a conversation on cash and liquidity management. With short-term interest rates increasing, company founders and executives now have an opportunity to generate meaningful income on short term cash balances. Tom and the team will discuss the new environment for interest rates and walk through some strategies executives can deploy to capitalize on their liquidity in a conservative, risk-managed approach.
Paradigm Group is joined by Barry Selvidge, a partner at Newport LLC. Barry’s experience as a founder and executive enables him to provide unique insight and counsel to early stage and middle market companies hoping to accelerate growth and prepare for exit. The team will discuss the topic of forming advisory boards and how they can be beneficial to CEOs and business owners.
Colin is joined by Brandon Smith, CPA of Lindsay & Brownell, LLP for a conversation of the potential tax benefits of the Qualified Small Business Stock (QSBS) exemption. The team discusses what QSBS is, how business owners can use it, and provides an example of how impactful the potential tax savings can be.
On this episode of Paradigm Podcast, Colin is joined by Brian Rose, Senior US Economist within UBS' Chief Investment Office, for a discussion on the ongoing hiring difficulties and job shortages facing business owners today. Colin and Brian discuss the economics behind the issues, what UBS is seeing going forward, and some strategies that business owners can use to excel during this time.
On this episode of Paradigm Podcast, we are discussing UBS’s recent piece about the S&P 500 potentially going to 5,000 by the end of next year, as well as other market-relevant news, including the Delta variant, its effects on the market, and portfolio implications. We’ll also touch on the Lambda variant and the impending debt ceiling debate. For this discussion, Stephen is joined by the newest member of Paradigm Group, Colin Parker. Colin recently joined our team from the UBS Private Wealth Management office in San Francisco where he advised ultra-high net worth families and institutions on portfolio management and financial planning strategies. Stephen and Colin welcome back David Lefokowitz, Head of Equities Americas in our Chief Investment Office. He has 25 years of experience as an equity analyst, portfolio manager, and strategist and is a member of the Wealth Management Americas Asset Allocation Committee.
On this episode of Paradigm Podcast, we are discussing UBS’s recent piece about the S&P 500 potentially going to 5,000 by the end of next year, as well as other market-relevant news, including the Delta variant, its effects on the market, and portfolio implications. We’ll also touch on the Lambda variant and the impending debt ceiling debate. For this discussion, Stephen is joined by the newest member of Paradigm Group, Colin Parker. Colin recently joined our team from the UBS Private Wealth Management office in San Francisco where he advised ultra-high net worth families and institutions on portfolio management and financial planning strategies. Stephen and Colin welcome back David Lefokowitz, Head of Equities Americas in our Chief Investment Office. He has 25 years of experience as an equity analyst, portfolio manager, and strategist and is a member of the Wealth Management Americas Asset Allocation Committee.
On today's episode of Paradigm Podcast, Braydon and Stephen will be discussing what they call the "retirement smile". They will discuss the different phases of retirement, how inflation affects these phases, and what implications these create for our financial plans for clients. They are joined by Ainsley Carbone, a Total Wealth Strategist at UBS. Ainsley is part of the Chief Investment Office at UBS, where her focus is on financial planning. She is an expert at helping financial advisors and clients build better financial plans that reflect their goals and values.
On this episode of Paradigm Podcast, Braydon and Stephen are joined by Jason Draho, to discuss inflation concerns and what it could mean for your portfolio. Jason is the Head of Asset Allocation Americas for UBS Global Wealth Management. He is also the Chair of the US Investment Strategy Committee, overseeing strategic and tactical asset allocation recommendations for approximately $1.5 trillion in invested assets. He holds a PhD in Economics from Yale and a Bachelor of Science from the University of Manitoba.
In this episode of Paradigm Podcast, Stephen LaFata and Ted Rutter are joined by John Savercool, the managing director and head of the UBS US Office of Public Policy. This discussion focuses on what is really going on with taxes this year, and how this will effect you. John directs the firm’s lobbying, political, and policy advocacy efforts at the federal level. He’s a veteran of Washington of 34 years. In 2003, John was selected by UBS to become the firm’s first full-time, senior lobbyist to direct the firm’s advocacy activities in Washington. Through his years in Washington serving with both Congressmen and Senators, he has seen an extensive array of legislative and policy issues – he knows what happens behind-the-scenes.
Today, Braydon and Siddharth are joined by Siddharth Chhokar and Casey Verst for a discussion about recent changes and opportunities in Estate Planning. Siddharth is the managing partner of Chhokar Law Group right here in San Diego. Siddharth creates Your Total Estate Plan focusing on a comprehensive approach to meet clients’ immediate needs and their long-term goals. Casey Verst is an Executive Director at UBS within our Advanced Planning group. Prior to joining UBS, he practiced law with Katten Muchin Rosenman in Los Angeles.
In today's episode, Braydon and Stephen are joined by Justin Waring. Justin is an Investment Strategist within our Chief Investment Office at UBS where he advises investors on global investment strategy, asset allocation, and portfolio construction. Justin will be discussing the 3L Framework, the theory behind it, and how we incorporate it in our client portfolios.
In today's episode, Braydon and Stephen are joined by Jonathan Woloshin. Jon is the Real Estate & Lodging Analyst for UBS Global Wealth Management Americas. As an expert in the field, Jon is here to discuss trends occurring in the real estate space right now.
In our inaugural podcast, Stephen and Braydon are joined by David Lefkowitz of UBS CIO to discuss UBS's outlook for the year ahead. David is Head of Equities Americas in our Chief Investment Office. He has 25 years of experience as an equity analyst, portfolio manager, and strategist and is a member of the Wealth Management Americas Asset Allocation Committee.