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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

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

Future of Wealth: The Renaissance of Black Ballroom Culture

9/13/2023
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

Duration:00:28:11

SECURE 2.0: Understanding the provisions, present and upcoming

9/6/2023
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

Duration:00:18:44

UHNW Client Solutions Exclusive: Family Office Compensation

8/31/2023
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.

Duration:00:52:03

Sustainable Investing Perspectives with Nikita Singhal (Lazard) and Amantia Muhedini (UBS CIO)

8/29/2023
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 Investment Officer, and Nikita Singhal, Co-Head of Sustainable Investment & ESG at Lazard Asset Management. Host: Daniel Cassidy

Duration:00:16:19

Future of Wealth: Building an Inclusive Tech Ecosystem

8/1/2023
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.

Duration:00:24:06

Sustainable Investing Perspectives with Mitch Reznick (Federated Hermes) and Amantia Muhedini (UBS CIO)

7/18/2023
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 Investment Office, and Mitch Reznick, Head of Sustainable Fixed Income at Federated Hermes. Host: Daniel Cassidy Recorded on July 11, 2023.

Duration:00:32:34

Own Your Worth (2023): Tradition, Trust and Time

7/18/2023
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

Duration:00:13:54

Future of Wealth: Building an Inclusive Tech Ecosystem

7/17/2023
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.

Duration:00:25:20

Planning Podcast Series: Planning for the LGBTQ Family

6/21/2023
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

Duration:00:18:41

Sustainable Investing Perspectives with Amantia Muhedini (UBS CIO) and Katherine Kroll (Brown Advisory)

6/21/2023
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 Strategy with Brown Advisory. Host: Daniel Cassidy

Duration:00:27:48

Wealth Planning Podcast: Business Owner Exit Planning

6/20/2023
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. The pitfalls of failing to plan for the exit of a business.

Duration:00:23:38

Wealth Planning Podcast: Charitable Giving and Legacy Planning

6/15/2023
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 culture of gratitude within multi-generational wealthy families.

Duration:00:19:34

Future of Wealth: How art and social justice collide to create an equitable world

6/12/2023
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.

Duration:00:25:20

Planning Podcast Series: Advanced Planning Life Insurance Guide

6/8/2023
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

Duration:00:14:07

Changing perspective: How to navigate mental health awareness and make self-care days the norm

5/30/2023
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

Duration:00:24:03

UBS Conversations: How much does one need to have saved to retire comfortably?

5/24/2023
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 Henderson Investors. Host: Daniel Cassidy

Duration:00:22:06

Sustainable Investing Perspectives with Amantia Muhedini (UBS CIO) and Geeta Aiyer (Boston Common)

5/17/2023
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 Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Geeta Aiyer, Founder and President of Boston Common Asset Management. Host: Daniel Cassidy

Duration:00:26:22

Future of Wealth: The Power of Cultural Capital

5/15/2023
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

Duration:00:25:57

Sustainable Investing Perspectives with Amantia Muhedini (UBS CIO) and Lucy Thomas (UBS Asset Management)

4/14/2023
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

Duration:00:29:42

Tax management 101

4/13/2023
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

Duration:00:10:27