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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

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 Amy O’Brien (Nuveen) and Amantia Muhedini (UBS CIO)

9/28/2022
In the latest episode, we cover the investment implications of the Inflation Reduction Act of 2022, the circular economy, and water scarcity. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas from the UBS Chief Investment Office, as well as Amy O’Brien, Global Head of Responsible Investing at Nuveen. Host: Shiavon Chatman

Duration:00:19:25

Own your worth: Aligning investing with purpose

9/26/2022
Our conversation spotlights the annual Own Your Worth report from the UBS Women’s Strategic Client Segment, which explains how women are focused on living a life of greater purpose and how they are aligning their purpose with their investment decisions. Featured is Nicole Herman, Relationship Manager, Women’s Strategic Client Segment, UBS Client Strategy Office. Host: Daniel Cassidy

Duration:00:10:31

Advanced Planning 2022 Year-End Guide Podcast

9/20/2022
Listen to the authors of the 2022 Year-End Guide, Todd Mayo and Jacqueline Denton as they share their thoughts on some selected planning ideas from the guide. Todd is a Senior Wealth Strategist based in Boston MA, and Jacqueline is an Associate Wealth Strategist based in Nashville TN. Host: Daniel Cassidy

Duration:00:13:23

Living your Legacy: Levitt Foundation

9/15/2022
Join Elizabeth Cribbs, Senior Strategist on the Family Advisory and Philanthropy Services team, in conversation with two members of the Levitt Foundation, Liz Levitt Hirsch, Board President, and Sharon Yazowski, Founding Executive Director. The Levitt Foundation is a remarkable example of a mid-sized, private family foundation that is making a big impact in communities. Through its commitment to creative placemaking, its grantmaking and research, the Levitt Foundation partners with...

Duration:00:27:47

Managing Stress for Success: How to identify and manage stress

9/13/2022
Our conversation is all about stress management as my guest outlines some considerations and tips when it comes to understating the warning signs of stress and how to best navigate stressful periods or occurrences in both our personal and professional lives. Featured is Lindsey Troxell, Senior Director with Knowledge Labs Professional Development at Janus Henderson Investors. Host: Daniel Cassidy

Duration:00:30:18

Top of the Morning: Using tax loss harvesting to make your portfolio more sustainable

9/6/2022
Learn about how and when to implement tax loss harvesting, including how it can help make your portfolio more sustainable. My guests also cover some strategies to consider. Featured is Justin Waring, Investment Strategist Americas, and Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:12:05

Sustainable Investing Perspectives Podcast with Jonathan Bailey (Neuberger Berman) and Amantia Muhedini (UBS CIO)

8/25/2022
Our conversation covers climate change resilience, SI fixed income and takeaways from proxy season. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Jonathan Bailey, Head of ESG Investing at Neuberger Berman. Host: Daniel Cassidy

Duration:00:30:01

Top of the Morning: Modern Retirement - How to improve your after-tax wealth potential

8/19/2022
Our conversation outlines ways to make the most of your retirement assets, including the use of distribution strategies. Featured is Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:14:13

Brain Health: Financial Planning Insights with Christine Kolm

8/16/2022
Our conversation outlines how you can financially prepare and plan today for complications surrounding cognitive decline, and the warning signs to be mindful of. Featured is Christine Kolm, Senior Wealth Strategist, UBS Advanced Planning Group. Host: Daniel Cassidy

Duration:00:12:49

Brain Health: Strategies to help you live better with Dr. Marc Milstein

8/16/2022
Knowing that living well is essential to planning well, our conversation highlights strategies to help protect your brain health. Featured is Dr. Marc Milstein, a leading brain health expert whom specializes in presenting the leading scientific research on brain health in a way that educates, entertains, and empowers us to live better. Host: Daniel Cassidy

Duration:00:15:35

Living your Legacy: Pete Kadens

8/12/2022
Join Sarah Salomon, Head of UBS Family Advisory and Philanthropy Services, in conversation with Pete Kadens, serial entrepreneur and philanthropist. Pete was Co-Founder of Green Thumb Industries and served as CEO until his retirement in 2018. In his early retirement, Pete sought a renewed sense of purpose and found it in philanthropy. He is now Chairman of the Kadens Family Foundation and Hope Chicago, both nonprofit organizations focused on creating pathways out of poverty through...

UBS Investor Sentiment: On the lookout

8/9/2022
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, the US midterm elections 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:00:12:47

Sustainable Investing Perspectives Podcast with Anthony Eames (Calvert) and Amantia Muhedini (UBS CIO)

8/1/2022
Our conversation covers the ongoing debate on energy security, recent developments surrounding ESG regulation, and LGBTQ plus inclusion in the workplace. Featured is Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Anthony Eames, Managing Director, Responsible Investment Strategy, Calvert Research and Management. Host: Daniel Cassidy

Duration:00:26:18

Living your Legacy: Jean Trebek

7/14/2022
Join Sarah Salomon, Head of UBS Family Advisory and Philanthropy Services, in conversation with Jean Trebek, CEO of Inside Wink, an altruistic lifestyle website. Jean’s philanthropic endeavors, such as being on the Helen Keller International Board of Trustees, gave her a renewed sense of purpose. She was driven by her passion to assist people in recognizing the innate goodness and generosity in life to create Inside Wink with her partner Alison Martin. Jean shares what she has learned...

Duration:00:15:17

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