UBS On-Air: Conversations

Hear UBS strategists explain how families navigate their business succession to reach their goals.

Hear UBS strategists discuss the power of talk and why it’s key to a successful business succession.

In this episode, Anne Lyons, Founder and CEO of Tapestry Associates, joins us to discuss recent trends and insights in the industry, what kinds of questions clients should consider during the search and hiring process, and strategies for retaining and incentivizing critical staff.

Our conversation will walk your through what to consider when it comes to work benefits, and how to think about these decisions in context of your longer-term financial plan and current financial needs. Featured are Ainsley Carbone, Total Wealth Strategist Americas and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

In this episode, we are joined once again by Jeremy Langlois, Partner and Head of Client Advocacy at Mirador, to discuss various 'use cases' for reporting solutions and benefits associated with them. This is the second podcast in a two-part series on consolidated performance reporting, with the first podcast shared advice and best practices for family offices about how to select the right...

Malcolm Brogdon is a professional basketball player, but his true passion is helping others. When he is not on the court, Malcolm is committed to service, education, and advocating for clean water and quality education for all. Hear more about his story and the work of the Brogdon Family Foundation in the latest episode of ‘In conversation with’ hosted by Sarah Salomon, Head of Family Advisory and...

Our conversation focuses on the portfolio implications of more frequent extreme weather events around the world, how to think about and approach impact investing and some notable developments with respect to diversity and inclusion in corporate America. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office and Anthony Eames, Director of Responsible I...

Brian Formento of the Family Office Solutions Group is joined by Craig Thrasher, CFA, Portfolio Manager and Senior Research Analyst at Kayne Anderson Rudnick, sub-advisor of the Virtus KAR International SMID Cap strategy. In this podcast, Brian and Craig share how small cap international strategies may increase diversification and provide lower volatility for investors allocating internationally....

Please join Debra Phares, Senior Strategist at Family Advisory and Philanthropy Services, and Mark Gerson, co founder of the Gerson Lehrman Group and Thuzio, and Chairman of African Mission Healthcare, for a conversation around philanthropy and Judaism. Through this Faith and Philanthropy initiative, UBS is offering a 100 percent match on all contributions made to the African Mission Healthcare pr...

Arising investment opportunities, global challenges, well considered perspectives, complementary to our research report The Future of Earth Lena Dente of UBS talks with Themis Themistocleous, Chief Investment Officer EMEA, Antonia Sariyska, Impact Investing expert, Charles Veasey, Head Sustainable Investing Communications, Elena Guglielmin, Credit Analyst, and Mark Haefele, UBS Chief Investment Of...

The Family Office Masterclass podcast series, hosted by the UBS Family Office Solutions Group, ensures we are delivering our family office clients timely and relevant content. In this episode, we are joined by Anneke Stender, Executive Vice President of Plumb and the Founder of the Family Office Accounting and Bill Pay Division of Plumb, to discuss bill pay and bookkeeping solutions for family off...

In the wake of recent developments surrounding the US budget resolution, we explain how you can determine whether it might be the right time to consider harvesting your capital gains. Featured is Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation focuses on the current supply and demand dynamic for SI bonds, legislative developments within the EU, takeaways from the 2021 proxy season and more. Featured is Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Alex Hirsch, Sustainable Investing Team, BlackRock. Host: Daniel Cassidy

Our conversation will offer a look at US retailer and consumer brand Q2 results, trends from the back-to-school shopping season and how to think about allocation within the consumer discretionary sector. Featured is Rob Samuels, Consumer Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation will walk you through distribution strategies to help you reduce taxes and make the most of your retirement assets. Featured are Ainsley Carbone, Total Wealth Strategist Americas and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

The Family Office Masterclass podcast series, hosted by the UBS Family Office Solutions Group, ensures we are delivering our family office clients timely and relevant content. In this episode, we are joined by Ari Warsawski, Director of Sales at XO Global LLC, to discuss the different options available for flying private, factors clients should consider when deciding on the right solution, and som...

The Family Office Masterclass podcast series, hosted by the UBS Family Office Solutions Group, ensures we are delivering our family office clients timely and relevant content. In this episode, we are joined by Adam Jackson, CEO of 360 Privacy, to discuss cybersecurity best practices and how UHNW individuals and families can control their personal information.

Please join Julie Binder, Senior Strategist on the UBS Family Advisory and Philanthropy Services team, in conversation with Tiloma Jayasinghe, President and CEO of Community Resource Exchange CRE, and Philip Li, President and CEO of the Robert Sterling Clark Foundation. CRE partners with nonprofit organizations, providing support and tools needed to ensure effective leadership, high performing sta...

The Family Office Masterclass podcast series, hosted by the UBS Family Office Solutions Group, ensures we are delivering our family office clients timely and relevant content. In this episode, we are joined by Brian Formento, Portfolio Strategist, and Tom Cameron, Executive Director, Global Liquidity Management, UBS Asset Management, about managing liquidity and cash positions on the balance sheet...

Our conversation focuses on the potential road ahead for US infrastructure legislation, recent developments surrounding and adoption of hydrogen, and sustainable investing outside of traditionally green themes. Featured are Michelle Laliberte, Thematic Investment Associate Americas, UBS Chief Investment Office and Amy Farrell, Sustainable Investing Specialist, UBS Asset Management. Host: Daniel Ca...

The Family Office Masterclass podcast series, hosted by the UBS Family Office Solutions Group, ensures we are delivering our family office clients timely and relevant content. In this episode, we are joined by Jeremy Langlois, Partner and Head of Client Advocacy at Mirador, to discuss consolidated performance reporting, and advice and best practices about how to select the right reporting technolo...

Our conversation focuses on how women can and why women should get more involved when it comes to long-term financial planning, as well as available resources and approaches to consider for how to do so. Featured are Carey Shuffman, Head of the Womens Strategic Client Segment, and Nicole Herman, Relationship Manager, Womens Strategic Client Segment, UBS Client Strategy Office, and Jean Dunn, Vice...

Our conversation focuses on the prospects and roadmap for reaching net-zero carbon emissions by the middle of the century, the implications of shifting consumer preferences to the food industry, cyberattacks and more. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, with the UBS Chief Investment Office, as well as Andrew Parry, Head of Sustainable Investments for Newton In...

Our conversation will walk you through the latest UBS Investor Watch, a study of almost four thousand high net worth investors across fifteen global markets. Our guests will share with you the findings from the research which sought out to uncover how the pandemic has changed investors goals and behaviors, and what they now value most. Featured are Dani Scherl, Global Thought Leadership Analyst wi...

Including children in family philanthropy can help ensure that the values of caring for others, sharing resources, solving problems, and giving back, are rooted in the family. In this episode of Family Insights, Sarah Salomon, Senior Strategist at Family Advisory and Philanthropy Services, discusses how parents can get started with engaging their children in philanthropy. She talks about the impor...