UBS On-Air: Conversations

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 prot...

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 Opt...

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 S...

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 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 Invest...

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: Dani...

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 Sust...

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....

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 Offi...