UBS On-Air: Conversations

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 purp...

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 th...

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 philan...

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 Market...

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...

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 gri...

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 thes...

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,...

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 Adv...

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...

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 hor...

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...

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 expe...

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,...

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.