Winged & Ready: Recent Episodes
UBS advisor podcasts
Using real stories to understand the pivotal moments and critical skills to get you and your business winged and ready to take flight, move nimbly and stop waiting (in the wings).
Stroll through the accidental discovery of the new community 'TechWalk' with founder Christine Farrier Rosemin. She is not only UBS Luminary Fellow but she is a career B2B marketer with extensive experience in leadership roles at tech unicorns. She is founder of TechWalk, a wildly popular community for SaaS professionals, now boasting over 4,000 participants and celebrating its 100th walk in October. Christine’s passion lies in helping people reimagine what fun, inclusive, and impactful networking can look like.
What is 'friendraising?' listen to advice from Julie to learn how it can meaningfully move a charity's mission forward. Julie Binder is a Senior Strategist with Family Advisory and Philanthropy Services, and works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.
UBS’ Wealth Management’s CIO team launched a new report, "CEO Macro Briefing Book," that digs into the current landscape specifically for business owners and CEOs. Paul has an engaging and fun way of sifting through topics that matter in the economy, markets and geopolitical environment. Hear directly what matters most today from Paul who, prior to UBS, was an Economist for the Boston Consulting Group (BCG) and for Pine Bridge Investments, in their New York and Hong Kong offices. His work has been published in Fortune Magazine, Harvard Business Review, CNBC, Asian Investor and other major outlets. Paul graduated from Columbia University in the School of New York with a degree in Economics and a minor in Psychology and has also studied at The Johns Hopkins University and the London School of Economics.
Saroya Friedman-Gonzalez is the CEO of Greater New York Councils, Boy Scouts of America, "BSA." She has a deep passion for serving youth and brings that verve to over 8,000 Scouts and Explorers and over 2,220 volunteers in the five boroughs of NYC! She tells us why BSA is not what many expect it to be and how it combines empathy, civic service and life changing skills to change the lives of NYC youths from every imaginable background. This is Scouting in a New York state of mind.
Amy Freitag is the fourth President of the 100 year old New York Community Trust where she serves with passion and curiosity. Her stories are not only uplifting and filled with pride for NYC, but she takes the distinct view that it takes a community. A community of people from cab drivers to families to make philanthropy actionable for everyone. A conglomeration of all kinds of individuals who are generous in amounts both big and small... a crazy quilt of generosity where each patch is a different donor with a different life journey in New York City. Listen and be inspired!
Jodi Delaney is no stranger to the impact of giving. As the Executive Director of the Television Academy Foundation, she sees the power of a gift and its ripple effect. Jodi walks us through her 25 years in philanthropy and social change using uplifting examples on how giving can be a gift for both the recipient and the giver! And, she winds us down with concrete advice pulled from her soon to be released book.
As a professional climber Majka Burhardt has explored summits we can only dream of, not only has she recently launched a book, "More: Life on the Edge of Adventure and Motherhood," but she has layered her love of nature, challenge and becoming a Mom into building a not-for-profit designed in partnership with Namuli community members to support their priorities for their people and their mountain ecosystem. It also was the start of a joint program on Namuli with Mozambican conservation organization, LUPA. Her unique views as an athlete and social entrepreneur encourage all of us to find the more of others and have authentic conversations to support all parents.
Natalie Byrne has been a White House delegate under Obama, lead brand purpose strategy for Unilever’s Prestige division and now she is the CEO and founder of blank space- to serve at the intersection of business, culture and impact. While "blank space is on a mission to create a blueprint for better business," Natalie is on a personal mission to be a bridge across generations and issues, and thinks we all can do the same if we listen! She is cancelling cancel culture one conversation at a time.
The CEO of Made For A Woman, Eileen Akbaraly, knew from the young age of eight that she wanted to make an impact through social entrepreneurship. Now as a CEO of a rapidly growing fashion company at 28 years of age, she is learning to flex her empathetic nature to make decisions that are not only strategic but for the better good while not loosing the rocket-ship growth of her company Made For A Woman. Listen to this episode with Eileen to learn how "Made For A Woman leads by example in the fashion industry thanks to an innovative business model that focuses on making a genuine impact on the quality of life of the people involved, as well as proving that we can weave a sustainable future for fashion through genuine storytelling, transparency, and women empowerment."
The CEO of Made For A Woman, Eileen Akbaraly, knew from the young age of eight that she wanted to make an impact through social entrepreneurship. Now as a CEO of a rapidly growing fashion company at 28 years of age, she is learning to flex her empathetic nature to make decisions that are not only strategic but for the better good while not loosing the rocket-ship growth of her company Made For A Woman. Listen to this episode with Eileen to learn how "Made For A Woman leads by example in the fashion industry thanks to an innovative business model that focuses on making a genuine impact on the quality of life of the people involved, as well as proving that we can weave a sustainable future for fashion through genuine storytelling, transparency, and women empowerment."
Hear how a private equity guy and creative goddess co-founded a fast growing hot sauce company while starting a family of their own. Yes, Señor Lechuga is absolutely a unique blend of flavors, but the company is a perfect pairing of principles, gut-instinct, institutional drive, and serendipity! Listen in on this, literally, hot story to pick up a few nuggets on what it takes to get started in the food & beverage space in NY. Unable to find a clean hot sauce that satisfied his desire for maximum heat without compromised flavor, Señor Lechuga started creating his own in his kitchen in Williamsburg, Brooklyn. The test batch sold out immediately. So together with his (then-very-pregnant) wife, who is the creative complement to his culinary passion, a brand was born. Now, along with their young family, they run the ever-growing business.
Most investors are unaware how behavioral biases can wreak havoc on their portfolio's outcomes. In this episode of Winged & Ready guest Justin Waring goes through a few common behaviors that set investors back and how they can be addressed by ultimately reducing the role of luck in investments. Justin is an investment strategist in the Chief Investment Office and spends his career studying behaviors and helping clients experience optimal outcomes.
Guest Brad Dillion is a Senior Wealth Strategist in the Advanced Planning group at UBS. We are colleagues and have a heartfelt conversation around important items for heading into the end of the year from tax and legacy perspectives, and more. Whether you are a founder who may exit in the near future or a millennial couple, there is food for thought in this episode to help bring substance to your family conversations during this period of gathering.
Elizabeth walks us through the four key steps every charitable organization should know and how putting love and kindness at the heart of the matter can result in donor dollars for the mission. She is a thought leader in philanthropy and expert in fundraising. Having led capital campaigns and development initiatives that collectively raised half a billion dollars for education, healthcare, arts and culture, and advocacy organizations: there is no better authority to hear from in the endowment and foundation space!
Guest Tracy Holland shows her high-vibe side and digs into what female entrepreneurs need to level-up and hit their milestones - collective wisdom! Her humor, grace and buy-in around share-to-build without sacrifice are quite potent. Plus, she likes a good chicken trade! She is a leading innovator in the beauty and wellness industry. As the co-founder and CEO of HATCHBEAUTY Brands, she has built an international reputation as a curator of successful brands with a focus on new brand development for retailers worldwide. Her new endeavor, Potential to Powerhouse is a ‘go to’ for female entrepreneurs who are ready to grow their business, their community and their expertise.
Brenda DeSaro is a self described helper! She loves nothing more than using her expertise to help, and teach people more about the world of retirement plans by unpacking the law and the EQ to help founders, investment committees, and management. While this may sound straight forward it is not: having good governance around plans may have a proactive and meaningful impact on both plan sponsors as well as the participants. Brenda is a Director in EisnerAmper's Pension Services Group. She has over 20 years of experience, handling the related pension plan audit and consulting requirements for a broad client base. She efficiently and accurately manages all types of pension plan audits. Brenda has served both public and private clients in a wide variety of industries with both defined benefit and defined contribution plans, including 401(k)s, 403(b)s, 11-Ks, and ESOPs. She consults with clients and is responsible for supervision and review of staff and work product, including detailed testing. Brenda is involved in the maintenance of the firm’s master engagement templates as well as design and delivery of annual firm-wide continuing professional education in the employee benefit plan audit area. Throughout the year, Brenda attends seminars to keep abreast of unique ERISA, DOL and AICPA employee benefit plan issues. She has presented to various professional groups on employee benefit plan topics. She is also very active in teaching and planning continuing professional education courses.