Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer Team: Recent Episodes
UBS advisor podcasts
Liz DeMontrond from the Young Lockwood Sauer Team at UBS in Houston interviews influential thinkers both inside and outside of the firm. We discuss markets, culture, planning, charity, sports, and overall lifestyle items with a special guest varying in each episode. Our goal with this series is to showcase the team's personality to our listeners and to enlighten with thought-provoking conversations across a diverse set of topics.
Liz DeMontrond and Barry Young interview Oliver White, owner of Oliver White Fishing, Inc. Oliver tells us more about the deep-sea fishing industry, the best places to fish around the world, and what drew him to fishing in the first place. His South Fork Lodge sure sounds dreamy, for both fishing veterans and novices...
Liz DeMontrond and Charles Litton host Fred Brazelton, CEO of local Private Equity firm Platform Partners. Fred tells us his thoughts on the private equity landscape right now, how this space has changed over the years, and what could be on the horizon. Unfortunately his Final Four pick didn't hold up too well...
Host Liz DeMontrond is joined by teammate Crystal Maxwell and UBS colleague Ann Page to discuss everyone's favorite time in Houston - Rodeo season! The 3 ladies discuss the history of the Houston Livestock Show & Rodeo, its incredible philanthropic efforts, how this massive organization is scaled, and the deep-fried food that you shouldn't miss out on (everything from Oreos to Lasagna...). Howdy!
It's a holiday miracle! Liz DeMontrond and Barry Young from the Young Lockwood Sauer team at UBS in Houston interview renowned chefs Hugo Ortega and Tracy Vaught. While Liz and Barry were initially a little star-struck, they talk to these local legends about the Houston restaurant scenes, Hugo's heritage, running a family-owned business, and some favorite holiday traditions.
Liz DeMontrond and Brittany Steitz have a productive and engaging conversation with Debra Phares, from UBS Family Advisory & Philanthropy Services, on the tough subject of taking care of aging/sick loved ones. While the topic can be uncomfortable to think about, it is something that affects or will affect each of us at some point. Debra, Brittany, and Liz discuss the important things to keep in mind when planning around, communicating about, and charting a course through this season of life.
Liz DeMontrond and Liz Lockwood, from UBS' Young Lockwood Sauer Team in Houston, interview UBS Divisional Vice Chairman and former Chief Investment Officer Americas Mike Ryan. Liz and Liz pick Mike's brain on the Federal Reserve, the recent banking fallout, and opportunities in the investment landscape. Tune into why he thinks there is "unsettled business" in the macro environment and what he thinks makes today's market uniquely unique.
Liz DeMontrond and Barry Young sit down with Chris Wallis, CEO and CIO of Vaughan Nelson Investment Management. Chris provides us with his thoughts on different parts of financial and economic markets, as well as his take on moving to Houston from Boston, how the investment business has changed over the year, and the grade he would give the Federal Reserve for their performance over the past few years (spoiler alert: it's not an A).
Liz DeMontrond and Brian Sauer sit down with Bruce Davidson, Director of Golf for the Friedkin Group to talk golf. We discuss Bruce's thoughts on the sport right now, what the LIV controversy is really about, who he is watching as the sport's up-and-comers, and his favorite courses to play.
Liz DeMontrond and Barry Young host Jennifer Jones, Senior Portfolio Manager for UBS Asset Management's Global Real Estate Fund. Jennifer will walk us through dynamics at play in the global real estate market, which has experienced tremendous appreciation over the past 3 years. Jennifer will answer questions around opportunities in the asset class, areas of potential slowdown, and inflationary pressures.
Liz DeMontrond and Barry Young are excited for Tennis! The US Men's Clay Court Championship is back, and we have Tournament Director Bronwyn Greer and Tournament Chair Cynthia Adkins to tell us all about what is in store for April. This is going to be a historic event for a number of reasons, and we discuss everything from the history of the Tournament to all of the things we have to look forward to in April.
Liz DeMontrond and Charles Litton talk energy markets with co-founder and co-Portfolio Manager of Recurrent Investment Advisors, Brad Olsen. We discuss how certain events and "buzzwords" of 2021 shaped energy markets and what to expect ahead. Finally, Brad gives his take on the energy transition and the industry's focus on environmental impact.
Liz DeMontrond and Barry Young, from the Young Lockwood Sauer Team at UBS, host Menil Collection Senior Curator Michelle White for a diverting conversation on arts, culture, and legacy in Houston. Michelle will provide listeners with an overview and history of the Menil, insights specifically from the Niki de Saint Phalle exhibit currently on display, and a peek into what's next at the museum.
Liz DeMontrond, a Financial Advisor on the UBS Young Lockwood Sauer Team in Houston, kicks off the Team's first podcast with an engaging and informative interview featuring the inimitable Paul Donovan, Chief Economist of UBS Global Wealth Management. Paul covers all topics from inflation to furniture delays to the "Instagram effect."