UBS On-Air: Conversations

In this podcast, Leora Zach, Client Solution Specialist for Family Office Solutions, has a conversation with NextSparc, a family office focused on providing equity and sponsorship to growing businesses across the country, about how their family office is structured and how they go about making investment decisions.

Join us for a conversation with Michael Roberson and Melinda Hightower, Head of the Multicultural Client Segment at UBS. Michael shares the history of ballroom as a freedom movement and how it continues to commemorate the journeys of Black and Latinx LGBTQ+ communities. Host: Shiavon Chatman

Our conversation walks you through some key provisions for plan sponsors and individuals, as well as a look at what is coming down the pike in the way of provisions for the year ahead. Featured are Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office, and Bonnie Treichel, Founder and Chief Solutions Officer of Endeavor Retirement. Host: Daniel Cassidy

Mark Tepsich, UBS’s Senior Strategist for Family Office Solutions, sits down with the Agreus Group, Paul Westall and Tayyab Mohamed, to discuss family office staffing and compensation insights.

We touch on regulatory and legislative actions within Europe aimed at sustainability, notably as it relates to final ESG disclosure rules under the Corporate Sustainability Reporting Directive (or CRSD), along with the global investment implications surrounding the Nature Restoration Law. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas with the UBS Chief Inves...

Join us for a conversation with Jesse Martinez and Melinda Hightower, Head of the Multicultural Client Segment at UBS. Jesse shares his work supporting Latinx startup founders and how non-coastal tech hubs are key to inclusive growth.

We explain what’s behind increased traction in anti-ESG legislation, how countries and companies are leveraging technology to achieve net-zero targets, as well as the economic and societal implications of extreme weather events. Plus, our guests share their favorite sustainability-related summer reads. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief I...

This conversation explores the challenges that women primary breadwinners face by embracing their financial clout, and how we can change this dynamic to support women on the path to greater financial participation. Featured is Nicole Herman, Women’s Strategic Client Segment Relationship Manager. Host: Shiavon Chatman

In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy

Our conversation explains how artificial intelligence supports sustainability, the impact of global investment in the development of hydropower, and how the LGBTQ community helps drive innovation and profitability. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Katherine Kroll, Director of Equity ESG Research and Strate...

In this episode, we discuss transition and exit strategies for business owners. Erik Seeney, Wealth Planning Strategist, UBS is joined by James Jack, Head of Business Owners and Multi-Gen Segments, UBS who will share key insights that include: How UBS supports business owners and the Financial Advisors that serve them. Important areas of focus as a Business Owner prepares to exit their business. T...

In this episode, we cover wealth transfer strategies, charitable giving, and legacy planning. Erik Seeney, Wealth Planning Strategist, UBS is joined by Lisa Snyder, Wealth Planning Strategist, UBS who will share key insights that include: Warning signs for wealthy families facing the ‘third generation rule’, How families can prepare future generations for the transfer of wealth, and Creating a cul...

Join us for a conversation with Paul D. Henderson and Melinda Hightower, the Head of the Multicultural Client Segments at UBS. Paul shares with us his work as a social justice advocate and explains how art can advance societal change.

Advanced Planning Group strategists, Jennifer Lan, Premini Scandurra, and Hunter Peek, summarize some key aspects of life insurance and potential ways it may be incorporated into an overall estate plan. Host: Daniel Cassidy

In recognition of Mental Health Awareness Month, we spotlight the importance of ‘self-care days’ and how to maintain a controlled work environment. Featured is Amy Holmes, Americas Advisory Council, Project Manager. Host: Shiavon Chatman

Our conversation identifies some strategies to help answer that very question. We also cover what’s top of mind for retirees and ‘soon-to-be’ retirees, and how the macroeconomic environment is altering spending, investing, and saving patterns. Featured are Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office, and Matt Sommer, Head of Specialist Consulting Group, Janus Hen...

Our conversation spotlights opportunities across the emerging markets, particularly for those with a longer-term horizon. We update on some regulatory developments as it relates to automobile emissions across the EU and US. We also touch on what’s on the minds of shareholders with highlights from the 2023 proxy season and discuss ways to drive change through investing. Featured are Amantia Muhedin...

Join us for a conversation with Dr. Sayu Bhojwani and Melinda Hightower, the Head of the Multicultural Client Segment at UBS. Dr. Sayu Bhojwani shares with us her work as a social entrepreneur and explains how both immigrants and women of color can shape a more equitable world for all. Host: Shiavon Chatman

Our conversation outlines opportunities across sustainable fixed income (such as green bonds), the recent IPCC report on climate change, and investing through social themes. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Lucy Thomas, Head of Sustainable Investing with UBS Asset Management. Host: Daniel Cassidy

Sebastian Mainegra, Investment Specialist, UBS Asset Management, spoke with UBS On-Air host Dan Cassidy about the importance of year-round tax management and how the Personalized Tax Management solution from UBS Asset Management seeks to offset the impact of capital gains taxes

Liam McCormick, UBS Family Advisory and Philanthropy Services Americas, Senior Strategist, in conversation with Dani Bowman, Actress, Love on the Spectrum and Creator of DaniMation Entertainment, and Jennifer Cook, Author and On-Screen Expert for Love on the Spectrum

Dr. Thomas Edwards, Associate Professor at the College of Engineering at Temple University, moderates a discussion with David Aspinall, CEO of Auticon, Steve Bier, Director of Popcorn for the People, and Chris Male, Co-Founder, Autism Impact Fund

Jane Schwartzberg, Head UBS Strategic Client Segments, in conversation with Elizabeth Bonker, Founder of Communication 4 All, Author and Advocate. Communication 4 ALL’s mission is to champion efforts to ensure communication is available to all nonspeakers with autism.

Learn about how to prepare for the aspects of retirement, beyond the financial. Featured are Katie Williams, Discovery Strategist Americas, and Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation focuses on Autism Awareness Day, an internationally recognized day to bring awareness to neurodiversity and autism. Our guest, Phil Orlando, Chief Equity Market Strategist with Federated Hermes, shares his personal experience as a father of a son with autism and his philanthropy over the years. Host: Shiavon Chatman