

UBS On-Air: Conversations
Client Strategy Office
UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere
Episodes
Mentioned books

May 15, 2023 • 26min
Future of Wealth: The Power of Cultural Capital
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

Apr 14, 2023 • 30min
Sustainable Investing Perspectives with Amantia Muhedini (UBS CIO) and Lucy Thomas (UBS Asset Management)
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

Apr 13, 2023 • 10min
Tax management 101
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

Apr 12, 2023 • 36min
The Power of Storytelling: Neurodiverse Storylines on Netflix
Liam McCormick, UBS Family Advisory and Philanthropy Services Americas, Senior Strategist, in conversation with Dani Bowman, Actress, Love on the Spectrum and Creator of DaniMation Entertainment, and Jennifer Cook, Author and On-Screen Expert for Love on the Spectrum

Apr 12, 2023 • 29min
Impacting Autism through Business and Investments
Dr. Thomas Edwards, Associate Professor at the College of Engineering at Temple University, moderates a discussion with David Aspinall, CEO of Auticon, Steve Bier, Director of Popcorn for the People, and Chris Male, Co-Founder, Autism Impact Fund

Apr 12, 2023 • 19min
Communication 4 ALL - Finding your voice
Jane Schwartzberg, Head UBS Strategic Client Segments, in conversation with Elizabeth Bonker, Founder of Communication 4 All, Author and Advocate. Communication 4 ALL’s mission is to champion efforts to ensure communication is available to all nonspeakers with autism.

Apr 12, 2023 • 14min
Top of the Morning: What will your retirement look like?
Learn about how to prepare for the aspects of retirement, beyond the financial. Featured are Katie Williams, Discovery Strategist Americas, and Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Apr 11, 2023 • 32min
UBS Conversations: Autism Awareness Day - Bringing awareness to neurodiversity
Our conversation focuses on Autism Awareness Day, an internationally recognized day 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

Apr 6, 2023 • 23min
Wealth Planning Podcast - SECURE 2.0 Act
In this episode, we cover wealth planning strategies based on key changes from the SECURE 2.0 Act that impact the retirement assets of clients. Erik Seeney, Wealth Planning Strategist, UBS is joined by Ainsley Carbone, Total Wealth Strategist, UBS who will share best practices regarding: Increasing the age for required minimum distributions (RMDs). Strategies for reducing the tax burden on retirement assets. Understanding the pros and cons of delaying distributions from retirement accounts.

Mar 22, 2023 • 28min
Sustainable Investing Perspectives with Amantia Muhedini (UBS CIO) and Jens Peers (Mirova)
Our conversation outlines developments surrounding the EU’s Green Deal Industrial Plan, outlines the progression of ‘green transportation’ and touches on the global rise in energy prices and the role renewables can play. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Jens Peers, Chief Executive Officer and Chief Investment Officer of Mirova. Host: Daniel Cassidy


