UBS On-Air: Conversations-logo

UBS On-Air: Conversations

Business & Economics Podcasts

UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

Location:

United States

Description:

UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

Language:

English


Episodes

Sustainable Investing Perspectives Podcast with Michelle Dunstan (AllianceBernstein) and Amantia Muhedini (UBS CIO)

6/29/2022
Our discussion outlines the attributes that make a company or portfolio ‘sustainable’, the evolution of ‘Governance’ and how to invest in biodiversity. Featured are Amantia Muhedini, CIO Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office and Michelle Dunstan, Chief Responsibility Officer, AllianceBernstein. Host: Daniel Cassidy

Duration:00:22:59

Engineering the Future with Chetan Tolia ‘UBS Next’

6/28/2022
An in-depth conversation about life, innovation and the future of finance with Chetan Tolia, Head of UBS Next - UBS’s venture and innovation unit. In this discussion Chetan talks about his childhood in Kenya, his early exposure to tech and innovation, career lessons, and ultimately, his focus as the Head of UBS Next. To learn more visit www.ubs.com/digitalnext.

Duration:00:20:18

Living your Legacy: Danielle M. Reyes

6/14/2022
Join Elizabeth Cribbs, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with Danielle M. Reyes, President and CEO of the Crimsonbridge Foundation. The Crimsonbridge Foundation, founded by Gabriela Smith, is dedicated to investing in transformative and scalable solutions with a focus on education, leadership and capacity building. Crimsonbridge takes a strategic and entrepreneurial approach to philanthropy to create social change. Danielle has over 25...

Duration:00:18:24

Observations on Women’s Issues in Estate Planning

6/14/2022
Head of Advanced Planning, Ann Bjerke, and Senior Wealth Strategists Joyce Crivellari, Catherine McDermott, and Rebecca Sterling reflect on the latest report from the Women’s Segment and discuss planning strategies that are especially relevant for women today.

Duration:00:22:06

Planning for the LGBTQ Family

6/1/2022
Advanced Planning Senior Wealth Strategists, Brad Dillon and Joanna Morrison give insights as to what makes planning for LGBTQ couples unique and highlight specific examples from their new whitepaper, Planning for the LGBTQ family.

Duration:00:18:19

Living your Legacy: Dale and Katy Carlsen

5/11/2022
Join Shawna Hamilton, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with Dale and Katy Carlsen. Dale and Katy Carlsen are pursuing their shared philanthropic passion through Ticket to Dream. Dale is the Founder and CEO Emeritus of Ticket to Dream, a nonprofit organization dedicated to providing hope and opportunity for foster children across the country. Dr. Katy Carlsen is a Medical Consultant for California Childrens Services and serves on the...

Duration:00:29:02

UBS Investor Sentiment: Equipped for uncertainty

5/9/2022
Our conversation offers a look into the concerns on the minds of investors and how they are preparing their portfolios for volatility. 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, UBS Client Strategy Office, and Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:18:05

The Wealth Planning Podcast: Special Needs Planning Edition

4/27/2022
Listen to the latest edition of The Wealth Planning Podcast hosted by UBS Wealth Planning Strategist, Erik Seeney. In this episode, we hear from David Rosenthal, Wealth Planning Strategist, UBS and Dawn Rodgers Vice President, Comerica Advisor Solutions, who share strategies for advisor and families interested in Special Needs Planning.

Duration:00:24:15

Faith and Philanthropy: Zakat Programs and Muso: Lowering under-five mortality through proactive care in Mali

4/26/2022
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 unique proactive care model, documenting rapid health improvements in the communities it...

Duration:00:32:09

Multicultural Investors and Advanced Planning: Planning considerations

4/25/2022
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 Generational Wealth and Planning for Multicultural Investors. Host: Daniel Cassidy

Duration:00:12:59

Faith and Philanthropy: Giving Trends and Research among Muslim Philanthropists

4/19/2022
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 philanthropy amongst the Muslim community.

Duration:00:22:17

Living your Legacy: Tom Davidson

4/13/2022
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 inspire lifelong success. Tom will share the significance of financial education and how private...

Duration:00:27:39

Faith and Philanthropy: The charitable emphasis in Ramadan, Eid and beyond

4/11/2022
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.

Duration:00:34:18

Personalized Tax Management 101 with UBS Asset Management

4/4/2022
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

Duration:00:11:23

Sustainable Investing Perspectives Podcast with Amantia Muhedini (UBS CIO) and Susan Gim (Martin Currie)

4/4/2022
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

Duration:00:27:28

Planning with assets that have decreased in value

3/30/2022
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 such techniques. Host: Daniel Cassidy

Duration:00:15:31

Faith and Philanthropy: Orphan Care in Islam and Impactful Philanthropic solutions to consider

3/28/2022
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 well as alternate solutions to be impactful with your charitable giving in this area.

Duration:00:23:13

Top of the Morning: Seasons of planning - Spring edition

3/23/2022
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

Duration:00:09:22

Living your legacy: Andrea Jung

3/7/2022
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 had. Founded in 2008, Grameen America builds on the legacy and proven model of Nobel Peace Prize...

Duration:00:35:40

UBS 2022 Planning Guide: Strategies and Considerations

3/7/2022
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

Duration:00:22:07