UBS On-Air: Conversations

As US taxes are expected to rise (especially for wealthy families), spanning income tax, capital gains tax, and estate tax, Justin and Ainsley join to discuss strategies that investors can leverage in order to prepare. Featured are Justin Waring, Senior Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, from the UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation focuses on World Autism Awareness Month, an internationally recognized month to bring awareness to neurodiversity and autism. Our guest, Phil Orlando, Chief Equity Market Strategist with Federated Hermes, shares his personal experience as a father of a son with autism and his philanthropy over the years. Host: Shiavon Chatman

Advanced Planning Senior Wealth Strategist, Joanna Morrison, sits down with Shiavon Chatman to discuss meaningful insights from this year’s guide including income tax deductions, the upcoming sunset of increased estate planning exemption amounts and more.

This month we examine the evolution of the green labor market landscape, along with a look at shareholder engagement when it comes to the energy transition. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Martin Grosskopf, Vice President & Portfolio Manager with AGF Investments. Host: Daniel Cassidy

Leora Zach, Client Solutions Specialist for Family Office Solutions, sits down with Jennifer Neundorfer, a founding partner at January Ventures, a venture capital firm that invests in pre-seed startups to discuss why family offices should consider emerging managers and how they differ across asset classes.

During Frieze Los Angeles week 2024, Matthew Newton, UBS Art Advisory Specialist, is joined in conversation by three phenomenal leaders in the art world: Erin Christovale, Curator at the Hammer Museum, Bridget Finn, Director, Art Basel Miami Beach, and Mary Rozell, Global Head of the UBS Art Collection at the Hammer Museum. The group discusses emerging art communities using Los Angeles as a lens.

Join us as we explore a new provision that allows excess college 529 assets to be rolled to the 529 beneficiary’s Roth IRA. Isaac Chota, UBS 529 and Donor-advised fund program manager and George Walsh, UBS IRA program manager, from the UBS Chief Investment Office, discuss the possibilities and limitations of such rollovers. Host: Daniel Cassidy

Our conversation outlines considerations when it comes to earmarking assets for tax-efficient retirement spending, along with those for inheritance and philanthropy. Featured are Ainsley Carbone, Retirement Strategist Americas, and Justin Waring, Senior Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Mark Tepsich, Family Office Design and Governance Strategist sits down with Judi Galst, Managing Director of Private Clients for Henley & Partners, to discuss Investment migration, the difference between residence and citizenship and the different ways clients can expand their citizenship options.

In this episode, we’re rejoined by Katherine Kroll of Brown Advisory for a discussion around the decarbonization of the shipping industry, and how this intersects with artificial intelligence. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Katherine Kroll, Director of Equity Research, Sustainable Investing with Brown Advisory. Host: Daniel Cassidy

Family Office Quarterly Deep Dive: There's compensation and then there is long-term compensation tied to alignment of the family offices objectives. Mark Tepsich, Family Office Design and Governance Strategist sits down Paul Westall and Tayyab Mohamaed, Agreus co-founders toto take a deeper dive on long-term compensation and the perspective of both family offices and employees and candidates.

Leora Zach, CFA, Client Solution Specialist for Family Office Solutions sits down with Gold Porter, Owner of Riveter Consulting Group to discuss hiring and staffing of lifestyle, domestic and administrative hires. Together, they discuss what families should look out for when hiring domestic and administrative staff as well as the salary expectations these hires often look for.

With a new year underway, we discuss what investors will be focused on and how factors spanning global elections to potential shifts in monetary policy might impact the sustainable investing landscape. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Lucy Thomas, Head of Sustainable Investing at UBS Asset Management. Host: Daniel Cassidy

Join us for a conversation with Lenore Champagne Beirne, Founder & Managing Partner at Bright Ventures and Betina Dowdell, Senior Strategist in the UBS Multicultural Client Segment. Lenore and Betina discuss what led Lenore to create a venture capital fund that invests in inclusively-led companies, and how community and well-being are tied to success.

On site at Art Basel Miami Beach 2023, Matthew Newton, UBS Art Advisory Specialist, is joined in conversation by artist Jeffrey Gibson, curator Kathleen Ash-Milby, and collector Becky Gochman. Centered on Gibson’s multidisciplinary practice, the group offers perspectives on how the curatorial and collecting roles contribute to the overall preservation and enrichment of indigenous culture. Gibson, a member of the Choctaw and Cherokee Nations, will represent the United States at the Venice Biennale in 2024 and his work was featured this year in the UBS Art Collection presentation in the UBS Lounge. Kathleen Ash-Milby is Curator of Native American Art, Portland Art Museum and co-commissioner of the U.S Pavilion at the 2024 Venice Biennale. Becky Gochman is a prominent private collector of contemporary indigenous art.

On site at Art Basel Miami Beach 2023, Matthew Newton, UBS Art Advisory Specialist, is joined in conversation by Mexico City-based artist Gabriel de la Mora, who is best known for constructing technically complex artworks from found, discarded, and obsolete objects. Alongside de la Mora, Matthew is joined by author and private collector, Dani Levinas, as well as Magali Arriola, Director of Museo Tamayo in Mexico City and Curator of the Meridians section at Art Basel Miami Beach. Through the lens of Gabriel’s work, the group explore the connectivity between artist, curator, and collector.

Mark Tepsich, Family Office Design and Governance Strategist sits down with MaryAnn Bell, Partner at Wingspan Legacy Partners to discuss how non-family member employees and executives navigate their role in family offices and family business, in short, how non-family members in a family enterprise navigate family dynamics.

As the annual United Nations Climate Change Conference ‘COP28’ has come to a close, Glen and Amantia spend time reflecting on what this year’s conference delivered and what to expect in the months and years ahead in the way of progress. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Glen Yelton, Global Head of ESG at Invesco. Host: Daniel Cassidy

UBS Art Advisory Specialist, Matthew Newton, is joined by Sarah Douglas, Editor-in-chief of ARTnews, to discuss the 2023 Top 200 Collectors List, which was released this past September. The Top 200 Collectors List has been around since its first issue back in 1990 and has become a definitive source on some of the world’s most active and important collectors since. In addition to identifying the top collectors globally, the list dives into their collecting habits and provides a view into some of the artworks they have been adding to their collections.

UBS Art Advisory Specialist, Matthew Newton, is joined by Sarah Douglas, Editor-in-chief of ARTnews, to discuss the 2023 Top 200 Collectors List, which was released this past September. The Top 200 Collectors List has been around since its first issue back in 1990 and has become a definitive source on some of the world’s most active and important collectors since. In addition to identifying the top collectors globally, the list dives into their collecting habits and provides a view into some of the artworks they have been adding to their collections.