UBS On-Air: Conversations

Leora Zach, CFA, Client Solution Specialist for Family Office Solutions sits down with Gold Porter, Owner of Riveter Consulting Group to discuss hiring and staffing of lifestyle, domestic and administrative hires. Together, they discuss what families should look out for when hiring domestic and administrative staff as well as the salary expectations these hires often look for.

With a new year underway, we discuss what investors will be focused on and how factors spanning global elections to potential shifts in monetary policy might impact the sustainable investing landscape. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Lucy Thomas, Head of Sustainable Investing at UBS Asset Management. Host: Dani...

Join us for a conversation with Lenore Champagne Beirne, Founder & Managing Partner at Bright Ventures and Betina Dowdell, Senior Strategist in the UBS Multicultural Client Segment. Lenore and Betina discuss what led Lenore to create a venture capital fund that invests in inclusively-led companies, and how community and well-being are tied to success.

On site at Art Basel Miami Beach 2023, Matthew Newton, UBS Art Advisory Specialist, is joined in conversation by artist Jeffrey Gibson, curator Kathleen Ash-Milby, and collector Becky Gochman. Centered on Gibson’s multidisciplinary practice, the group offers perspectives on how the curatorial and collecting roles contribute to the overall preservation and enrichment of indigenous culture. Gibson,...

On site at Art Basel Miami Beach 2023, Matthew Newton, UBS Art Advisory Specialist, is joined in conversation by Mexico City-based artist Gabriel de la Mora, who is best known for constructing technically complex artworks from found, discarded, and obsolete objects. Alongside de la Mora, Matthew is joined by author and private collector, Dani Levinas, as well as Magali Arriola, Director of Museo T...

Mark Tepsich, Family Office Design and Governance Strategist sits down with MaryAnn Bell, Partner at Wingspan Legacy Partners to discuss how non-family member employees and executives navigate their role in family offices and family business, in short, how non-family members in a family enterprise navigate family dynamics.

As the annual United Nations Climate Change Conference ‘COP28’ has come to a close, Glen and Amantia spend time reflecting on what this year’s conference delivered and what to expect in the months and years ahead in the way of progress. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Glen Yelton, Global Head of ESG at Invesco....

UBS Art Advisory Specialist, Matthew Newton, is joined by Sarah Douglas, Editor-in-chief of ARTnews, to discuss the 2023 Top 200 Collectors List, which was released this past September. The Top 200 Collectors List has been around since its first issue back in 1990 and has become a definitive source on some of the world’s most active and important collectors since. In addition to identifying the to...

Leora Zach of Family Office Solutions sat down with Mark Tepsich, Family Office Design and Governance Strategist here at UBS to discuss how family office executives that are new in the role can better understand the family environment in which they are navigating. Families with significant wealth have the luxury of making decisions that are not purely financial, but can often be based on values. U...

Our conversation spotlights the landscape for climate-related lawsuits, including recent developments within California and across the globe. Featured is Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Jonathan Bailey, Global Head of ESG & Impact Investing at Neuberger Berman. Host: Daniel Cassidy

Mark Tepsich, UBS’s Family Office Design and Governance Strategist for Family Office Solutions, will sit down with Founder and Chief Technology Officer of InfoGrate, Dr. Tania Neild, to discuss family office technology architecture, build and design strategies.

Join us for a conversation with Matthew Newton, Art Advisory Specialist, UBS Family Office Solutions and Melinda Hightower, Head of the UBS Multicultural Client Segment. Matthew shares highlights from the recent UBS publication Art and collecting on the art market, hallmarks of great collections, and how to get started on your collecting journey.

Hosted by Liam McCormick, Senior Strategist, UBS Family Advisory and Philanthropy Services

In this episode, Erik Seeney, Wealth Planning Strategist, UBS is joined by David Mietty, Wealth Planning Strategist, UBS who will share insights for young families regarding their life insurance planning decisions.

A deep dive into understanding Hispanic women’s preparedness when it comes to budgeting, retirement planning and making other major financial decisions. Featured: Isabel Oropeza, Project Manager for the Women’s Segment, UBS. Host: Shiavon Chatman

Today’s conversation focuses on wealth and retirement planning for the Hispanic community, and any gaps in between. Featured is Andrea Santos Morales, Head of Wealth planning, International Division, UBS. Host: Shiavon Chatman

Achieving circularity in order avoid material waste is not a one-size-fits all approach for companies - we discuss how companies are effectively achieving circularity, the hurdles that exist, and the scope of global demand for alternative materials, most notably plastic alternatives. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office,...

UBS Art Advisory Specialist, Matthew Newton, is joined by Mari-Claudia Jimenez, Chairman, President, Americas, and Head of Global Business Development at Sotheby’s, to discuss the headline sale of the fall 2023 auction season, the Emily Fisher Landau collection. One of the most substantial collections of 20th Century and contemporary art to go to auction, the sale this November provides a backdrop...

Join us for a conversation with Alicia Brooks, Client Solutions & Development Marketing Lead, and Melinda Hightower, Head of Multicultural Strategic Client Segments. Alicia shares the latest insights from the Invest to Advance report on how multicultural families are investing for living, giving and the next generation.

This conversation focuses on what it means to retain and ‘age proof’ our most valuable asset - our brain. Vice President and Managing Director of Applied Insights at Hartford Funds, Bill McManus joins us to discuss how lifestyle choices can control how mind functions and the quality of our mental health. Host: Shiavon Chatman

In this episode, Erik Seeney, Wealth Planning Strategist, UBS is joined by Melissa Lilly, Wealth Planning Strategist, UBS who will share best practices regarding Name, Image, and Likeness for student athletes - An update on the regulation, policy and legal changes regarding Name, Image, and Likeness laws. Understanding the revenue sources fueling the Name, Image, and Likeness endorsements. Key con...

Listen to the authors of the 2023 Year-End Guide, Jennifer Lan and Premini Scandurra as they share their thoughts on some selected planning ideas from the guide. Jennifer is a Senior Wealth Strategist based in Dallas, TX, and Prem is a Wealth Strategist based in Los Angeles, CA. Host: Daniel Cassidy

Mark Tepsich, Family Office Design and Governance Specialist, sits down with Chuck Costanza, Executive Vice President of Client Engagement for Global Guardian, to provide insights and tips on how families and family offices can better protect themselves and their digital footprint, and to offer best practices when it comes to cyber security.

We touch on takeaways from the 2023 voter proxy season, the overall health of the ESG, Sustainable fund landscape, as well as sustainability themes to consider for your portfolio. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas with the UBS Chief Investment Officer, and Dan Roarty, Chief Investment Officer for Sustainable Thematic Equities at AllianceBernstein...

Join us for a conversation with Stephanie Nuesi and Melinda Hightower, Head of Multicultural Strategic Client Segments at UBS. Stephanie shares her journey as a 24-year-old founder and CEO, her rise as a content creator, and how you don’t have to wait for success.