UBS On-Air: Conversations

Join Safia Dandia, Associate Director on the Family Advisory and Philanthropy Services team, in a discussion with CEO Dr. Ari Johnson and Mali Country Director, Dr. Djoume Diakite, as they tell the founding story of Muso, The UBS Optimus Foundation’s newest Zakat-eligible program focused on ending the child and maternal mortality crisis and delivering universal health coverage at scale. Muso has a...

Join Melinda Hightower, Head of the new Multicultural Investors segment, as well as Senior Wealth Strategist, Jennifer Lan, and Advanced Planning Wealth Strategist, Premini Scandurra. We offer insights into how multicultural investors build their wealth and outline various tax planning strategies featured within the latest publications: Invest to Advance: How Multicultural Families Build Generatio...

Join Safia Dandia, Associate Director on the Family Advisory and Philanthropy Services team, in a discussion with Dr. Shariq Siddiqui, an Assistant Professor of Philanthropic Studies and Director of the Muslim Philanthropy Initiative at the Indiana University Lilly Family School of Philanthropy. In this episode, we explore the latest giving trends and research on faith-based giving and philanthrop...

Join Tom Naratil, Co-President UBS Global Wealth Management and President UBS Americas, in a discussion with Tom Davidson, CEO and Founder of EVERFI, about the importance of financial education and creating financial literacy for all. Tom founded EVERFI, a digital financial education company, with the mission of empowering individuals with the tools and skills to drive ecosystems of change and ins...

In this episode, Imam Khalid Latif, Executive Director and Chaplain for the Islamic Center of New York University, discusses the charitable emphasis in Ramadan and Eid, the importance of the last 10 days of Ramadan, and how to strengthen your connection to your faith and spirituality through philanthropy and helping others in this month and beyond.

A look into how the Personalized Tax Management solution from UBS Asset Management can function to improve after-tax returns. Featured is Sebastian Mainegra, Lead Investment Specialist, UBS Asset Management. Host: Daniel Cassidy

Our conversation covers the implications of the Russia-Ukraine war to energy sustainability, the new IPCC climate assessment and more. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office and Susan Gim, Client Portfolio Manager, Martin Currie. Host: Daniel Cassidy

Given the recent stock market volatility, Jennifer Lan, Senior Wealth Strategist with UBS Advanced Planning, discusses how to use assets that have decreased in value to make lifetime gifts. Capturing the potential ‘rebound’ in depressed assets outside of your taxable estate can be extremely beneficial and tax efficient. Listen as Jennifer provides several options and items to consider when using s...

In Islam, there is a great emphasis on and many benefits associated with caring for orphans. In this episode, Sarah Veilex, UBS Optimus Foundation Program Director, shares some eye opening realities of children living in institutions, including the fact that 80 percent of children in orphanages have a living parent. Learn about the detrimental effects these institutions can have on children, as we...

Our seasons of planning series of conversations continues with a look at some considerations you should be mindful of during the spring season, namely estate planning and long-term care. Featured are Ainsley Carbone, Total Wealth Strategist Americas, and Katie Williams, Discovery Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Join Julie Binder, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with Andrea Jung, President and CEO of Grameen America. Andrea is the longest-serving female chief executive in the Fortune 500, a trailblazer for women, and long-term champion of women’s issues. She will share her passion for the work Grameen America does and the immense impact they have ha...

A dive into the UBS 2022 Planning Guide and a look at tax management strategies and considerations for clients. Featured are Brad Dillon, UBS Advanced Planning, Justin Waring, UBS Chief Investment Office, and Sebastian Mainegra, UBS Asset Management. Host: Daniel Cassidy

Our conversation walks you through the seasons of planning series and considerations you should be mindful of when it comes to your financial plan throughout the course of the year, starting with the season of winter and some steps you can take today that will set you up for the year ahead. Featured are Ainsley Carbone, Total Wealth Strategist Americas and Katie Williams, Discovery Strategist Amer...

We continue with our series of retirement planning conversations as we offer guidance around what to do with your old 401k plan. Featured is Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation offers some takeaways and observations from the latest UBS Investment Sentiment Survey, including how investors feel about inflation, the prospects for market volatility, public policy initiatives and more. Plus, we outline an outlook for inflation, market performance and how to consider your asset allocation strategy. Featured is Dani Scherl, Global Thought Leadership Analyst, UB...

Join Shawna Hamilton, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with Joe Blackstone about how his philanthropic journey began and continues in parallel with his entrepreneurial journey. In 1991, he founded Blackstone Consulting Inc. BCI, which he has grown into an international service provider supporting nearly 6,000 employees. Then in 2011, he found...

Our conversations covers the efforts around global decarbonization, developments surrounding social justice, as well as regulation surrounding sustainable investing. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office and Joe Elegante, Portfolio Manager, UBS Asset Management.

Join Liam McCormick, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with John Inserra. John founded For Our Shared Humanity, a charitable non-profit organization created to shape and share an educational, cross generational voice focused on strengthening the indivisibility rooted in the common ground upon which we all walk. John decided to start his journe...

UBS Advanced Planning Group Year-End Planning Guide for 2021 - Join us for tips and insights for year-end planning. Featured are Brad Dillon and Todd Mayo, Senior Wealth Strategists, UBS Advanced Planning Group. Host: Daniel Cassidy

With the year-end quickly approaching and Giving Season in full swing, my guests outline some tips and strategies when it comes to gift giving as well as some tax considerations to be mindful of. Featured are Justin Waring, Investment Strategist Americas, UBS Chief Investment Office and Morgan Hyland, Wealth Planning Specialist, UBS Wealth Planning Sales. Host: Daniel Cassidy

Our conversation provides key takeaways from the recent COP26 Conference, and touches on other notable developments as it relates to workplace equality and inclusion as well as green transportation. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, as well as Cathrine de Coninck Lopez, Global Head of ESG for Invesco. Host: Daniel Cassidy

In acknowledgement of financial planning month, Bonnie Park, Head of Wealth Planning for UBS Wealth Management USA, shares some top life lessons on the value of planning. Host: Daniel Cassidy

Our conversation features Steve Mattus, Head of Advisory and Planning Products, Global Wealth Management Americas. Steve offers top recommendations for what financial advisors and their clients should be focusing on between now and the end of the year to ensure a thoughtful start to 2022 - and even gets into Super Bowl predictions. Host: Daniel Cassidy

Join Shawna Hamilton, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with Jamie Yuenger, Founder and Principal of StoryKeep, a media production company that specializes in creating films and private podcasts for multigenerational families of wealth. Jamie will share her passion for creating meaningful media for families and the importance of keeping ones l...

Our conversation previews the COP26 Conference, outlines the key topics that will be covered and sheds light on the potential opportunities. Featured are Amantia Muhedini, CIO Sustainable Investing Strategist Americas, UBS Chief Investment Office and Michelle Dunstan, Chief Responsibility Officer, AB. Host: Daniel Cassidy