UBS On-Air: Conversations

Alejo Czerwonko joins our 1285 podcast studio to share his recent exciting news of being named to the World Economic Forum’s Young Global Leaders program. Listen as Alejo explains how his work here at the UBS Chief Investment Office, along with his roles in academia and global think tanks, will shape his contributions to the program, plus what he plans to take away and apply from the experience. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

The UBS 2022 U.S. Philanthropy Forum took place from Monday, October 24 - Tuesday, October 25, 2022 in Austin, Texas. The theme of the event was to "Activate and Elevate Your Philanthropy" and brought together philanthropists from across the U.S. to inspire, empower and educate participants on how philanthropic aspirations can be converted into actions and results. Tune in for this session with Nicole Sebastian, a Senior Strategist with UBS Family Advisory and Philanthropy Services, in conversation with Celebrity Chef Marc Murphy.

The UBS 2022 U.S. Philanthropy Forum took place from Monday, October 24 - Tuesday, October 25, 2022 in Austin, Texas. The theme of the event was to "Activate and Elevate Your Philanthropy" and brought together philanthropists from across the U.S. to inspire, empower and educate participants on how philanthropic aspirations can be converted into actions and results. Tune in for this session with Jamie Sears, Head of UBS Community Impact Americas, in conversation with Tulaine Montgomery, Co-CEO of New Profit.

The UBS 2022 U.S. Philanthropy Forum took place from Monday, October 24 - Tuesday, October 25, 2022 in Austin, Texas. The theme of the event was to "Activate and Elevate Your Philanthropy" and brought together philanthropists from across the U.S. to inspire, empower and educate participants on how philanthropic aspirations can be converted into actions and results. Tune in for this session with Sarah Salomon, Head of UBS Family Advisory and Philanthropy Services Americas, in conversation with Max Disney.

In this podcast, we discuss the many risks that lurk in a financial plan, even (especially) when it has a 99% probability of success. We discuss the importance of anticipating non-market financial shocks, strategies to gain control and confidence over your hard-earned savings, and ways for families to give themselves permission to spend freely in retirement. Featuring Andrea Rothberg, Wealth Planning Specialist, Justin Waring, Investment Strategist, and Katie Williams, Discovery Strategist, UBS Chief Investment Office.

Our conversation focuses on International Women’s Day, a global holiday which celebrates the social, economic, cultural, and political achievements of women. Our guests discuss the wealth building journey for women and how to make financial decisions for the future. Featured are Nicole Herman, UBS Relationship Manager for the Women’s Client Segment, and Michelle Doyle, Assistant Vice President, Senior Marketing Consultant and Women in Investing Chair of Professional Development at Federated Hermes. Host: Shiavon Chatman

Learn about the 2023 Planning Guide from UBS with Brad Dillon, Senior Wealth Strategist.

Our conversation focuses on the latest Modern Retirement Monthly publication, which explores withdrawal rates and how to assess retirement readiness using house-hold specific factors. Featured are Justin Waring, Investment Strategist Americas, and Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation focuses on wealth preservation, how investing differs in the Black community and what to look for in a financial advisor. Featured is Kleo Curry, Financial Advisor, Vice President, Wealth Management. Host: Shiavon Chatman

As part of UBS’s focus on making technology our differentiator and building a bank for the future, we have launched our new technology spotlight, Engineering the Future. Featuring interviews and discussions with a range of experts and collaborators from UBS and beyond, join us as we explore how the future of finance is increasingly being disrupted by technology. Our second episode features a conversation with Mike Dargan, Chief Digital and Information Officer at UBS, who discusses all things agile, recruitment and life at UBS, and his vision for the future. Visit our website, UBS.com/DigitalNext for more information about the podcast.