UBS On-Air: Conversations

Client Strategy Office
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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
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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
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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
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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
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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
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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.
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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
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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
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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.
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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

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