UBS On-Air: Conversations

Mark Tepsich, Family Office Design and Governance Strategist sits down with Patrick McCurry, Partner at McDermott Will & Emery, to discuss common types of long-term compensation plans for family offices and their key executives. The conversation compares and contrasts different compensation strategies and the overall process and key considerations.

Mark Tepsich, Family Office Design and Governance Strategist sits down with Patrick McCurry, Partner at McDermott Will & Emery, to discuss common types of long-term compensation plans for family offices and their key executives. The conversation compares and contrasts different compensation strategies and the overall process and key considerations.

Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.

Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist.

The UBS Advanced Planning Team has just released their 2024 Year-End Planning Strategies whitepaper. Join Senior Wealth Strategist, Jennifer Lan, and Wealth Strategist, Premini Scandurra as they highlight specific topics within the whitepaper, including, charitable giving, the Corporate Transparency Act and a few others of intertest. Host: Daniel Cassidy

Tune in to hear Ann Bjerke, Head of the UBS Advanced Planning Group, speak with Senior Wealth Strategist, Rebecca Sterling, about the scheduled sunset of various income tax laws.

A monthly check on US equity market performance and positioning considerations with Jeff Hans, Senior Portfolio Manager, and Dominic Schagar, Senior Equity Investment Specialist with UBS Asset Management.

Mark Tepsich, Family Office Design and Governance Strategist for Family Office Solutions sits down with Seth Gardner, former COO of a single family office and senior advisor to the family's first generation wealth creator. Together, they discuss the importance of the role of an Expert Generalist and how that role truly understands the interconnectedness of every aspect of a family office, from the balance sheet to the family’s values.

We outline considerations when it comes to how to address company stock within a financial plan, including a review of risks, and guidance on how to navigate behavioral bias. Featured are Ainsley Carbone, Retirement Strategist, Justin Waring, Senior Total Wealth Strategist, and Katie Williams, Discovery Strategist, UBS Chief Investment Office.

This month’s episode focuses on the reasons for and benefits of investing in people, along with the opportunities and challenges that exist within this ever-evolving landscape. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas with the UBS Chief Investment Office, and Jennifer Anderson, Head of ESG with Lazard Asset Management. Host: Daniel Cassidy

Mark Tepsich, Family Office Design and Governance Strategist for Family Office Solutions, sits down with Eskor Edem, Director at Major, Lindsey & Africa and Mike Gabrail, General Counsel at Crossroads Group, to discuss the value add of sourcing an in-house general counsel and the qualifications family offices should look for when seeking to hire an in-house general counsel for the family office.

Leora Zach, Client Solutions Specialist for UBS Family Office Solutions sits down with Operating Advisor for Humankind Capital, Charles Soriano, to discuss how family offices can use a strategic planning framework for a wide range of purposes.

This conversation is focused on the unique set of challenges the LGBTQIA+, specifically the transgender community, faces and how everyone, including financial advisors can mindfully engage and support. Featured is Erica Seremeta, Head of DEI Client Engagement at BlackRock. Host: Shiavon Chatman

In this episode, Erik Seeney, UBS Wealth Planning Strategist, is joined by Nick Francia and Keith Apton, of The Capital ESOP Group at UBS, who share insights for business owners considering an Employee Stock Ownership Plan (ESOP) as part of their exit planning strategy. From this episode you will gain a better understanding of: How Employee Stock Ownership Plan works for business owners, their employees, and families. The advantages of an Employee Stock Ownership Plan for flexibility, diversification, and tax strategy. The five characteristics of businesses that are good candidates for an Employee Stock Ownership Plan.

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

For this month we focus on the 2024 proxy season, including a review of expectations, a look at some notable trends and themes, along with comparisons to what 2023 delivered. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Amy O’Brien, Global Head of Responsible Investing with Nuveen. Host: Daniel Cassidy

UBS Art Advisory Specialist, Matthew Newton, is joined Fritz Dietl, Founder and President of Dietl International Services and Delaware Freeport, to discuss the fine art shipping and storage industry and important considerations collectors often need to make when it comes to maintaining a collection.

In recognititon of May being Mental Health Awareness Month, we are joined by Soulpaws to better understand how eating disorders can impact a person’s day-to-day life, and how animal therapy can help. Featured is Shannon Kopp, Founder of Soulpaws. Host: Shiavon Chatman

We explore the behavior of action bias, including a look at when it might and might not makes sense for one to adjust their investment approach, along with strategies to consider that can protect against the behavior of action bias. Featured are Justin Waring, Senior Total Wealth Strategist, and Katie Williams, Discovery Strategist, from the UBS Chief Investment Office, along with Mark Halloran, Head of Business Development for Individual Markets with Transamerica. Host: Daniel Cassidy

Leora Zach, Client Solutions Specialist for our Family Office Solutions, sits down with Stefan Zachar and Rebecca Bux from PinnacleCare to discuss why families with significant wealth could benefit from a private health advisor and the current state of the healthcare landscape in the US.