UBS On-Air: Conversations

This conversation focuses on investors who make up the rising generations, including Millennials and Generation Z. As these groups venture into the world of financial management and planning, we outline and discuss what it means to achieve financial confidence and preparedness. Featured are Shriya Khonde, UBS Consolidated Advisory Program Manager and Patrick Delaney, Retirement Insights Leader with T.Rowe Price. Host: Shiavon Chatman

We discuss the recent Modern Retirement Monthly publication, which focuses on strategies you can implement in order to improve your after-tax wealth potential. We also touch on spend management considerations for during retirement and the differences between traditional and ROTH retirement accounts. Featured are Justin Waring, Investment Strategist Americas, and Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

This episode features a discussion between Shawna Hamilton, Senior Strategist on the UBS Family Advisory and Philanthropy Services team, in conversation with Dr. Barney Long, Senior Director of Conservation Strategies at Re:wild. Re:wild’s mission is to protect and restore the wild to build a thriving Earth where all life flourishes. Barney shares how Re:wild combines more than three decades of conservation impact by Leonardo DiCaprio and Global Wildlife Conservation, expertise, partnerships and platforms to bring new attention, energy and voices together. He emphasizes the importance and power of partnerships to expand and amplify their mission.

The UBS Ability Americas Employee Network is pleased to share the launch of a new podcast series, with the first episode titled, ‘Living with Invisible Illnesses’. During the episode, Harper Spero, podcast Host and Founder of the Made Visible podcast series, and Rachel Wilson, UBS Regulatory and Investigations Analyst, discuss Rachel’s experience navigating an invisible illness in the workplace and how her team at UBS has supported her through challenging times.

In this episode, we cover timely strategies for young families when developing their estate plan. Featured are Erik Seeney, and David Mietty, Wealth Planning Strategists with UBS.

With 2023 underway, our conversation outlines some important considerations for those in or nearing retirement, including developments surrounding the SECURE 2.0 Act, Social Security and Medicare. Featured are Ainsley Carbone, Total Wealth Strategist Americas, and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation covers performance expectations for 2023 and reflections from 2022. We also cover some notable ESG regulation milestones from the past year and how to think about positioning within the space over this next year. Featured is Amantia Muhedini, Sustainable and Impact Investing Strategist Americas from the UBS Chief Investment Office, and Sarah Hughes, Head of ESG and Sustainable Investing with American Century. Host: Shiavon Chatman

Travelers have started to pack their suitcases again in hopes of booking long overdue trips to visit friends and family, as well as bucket list destinations. Don Jones, General Manager at Andrew Harper joins UBS to discuss traveling best practices, as well as travel they are seeing for 2023.

Join Liam McCormick, Senior Strategist on the UBS Family Advisory and Philanthropy Services team, in conversation with Jim Ritterhoff, Co-Founder of Force Blue, and Roger Sparks, Special Operations Veteran and Force Blue Diver. Force Blue seeks to address two seemingly unrelated problems - the rapidly declining health of our planets marine resources and the difficulty returning combat veterans have in adjusting to civilian life - through one, mission-focused program. Jim and Roger share the importance of intentionality and having a focused mission statement as Force Blue pursues their mission to unite the community of Special Operations veterans with the world of marine conservation for the betterment of both lives and restoration of the planet.

Our conversation outlines the risk of water scarcity across the globe, trends in food prices, labor rights and more. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office, and Jonas Kron, Chief Advocacy Officer at Trillium Asset Management. Host: Shiavon Chatman