Dan Scansaroli
Head of Global Investment Management Multi-Asset Solutions and Co-Head Investment Management Americas at UBS, providing portfolio construction and historical analysis expertise.
Best podcasts with Dan Scansaroli
Ranked by the Snipd community
Mar 26, 2026 • 16min
Top of the Morning: Raising cash - Sell or borrow?
Justin Waring, wealth planning and borrowing strategist, and Dan Scansaroli, portfolio construction expert, discuss selling investments versus borrowing to raise cash. They compare true costs, historical case studies, tax impacts, loan types, and risks like margin calls. Practical tradeoffs and when borrowing may outperform selling are explored in concise, actionable terms.
