UBS On-Air: Conversations

Have you ever bought something just because it was on sale? Have you ever exited the highway to avoid traffic, even though you know you will arrive at your destination later? What is the ‘turkey illusion’? In this podcast, we talk about behavioral biases and some strategies that we can use to manage the impact of these biases on our long-term returns.

Our conversation offers a look into how investors feel about current conditions in financial markets, the economic and public policy environment in the US, and how they are positioning their portfolios accordingly. Featured is Dani Scherl, Global Thought Leadership Analyst, UBS Client Strategy Office. Host: Daniel Cassidy

Hear a conversation with Advanced Planning Senior Wealth Strategist, David Leibell, on Business Succession Planning and some considerations to be mindful of. Host: Daniel Cassidy

Our conversation offers guidance and tips as to how investors can overcome reacting emotionally to market volatility when it comes to investment decision making. Featured is Katie Williams, Discovery Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

Join Sabrina Parks, Business Associate on the Family Advisory and Philanthropy Services team, in conversation with Bob Roth, CEO of the David Lynch Foundation. The David Lynch Foundation helps to prevent and eradicate the epidemic of trauma and toxic stress among at-risk populations through promoting widespread implementation of the evidence-based Transcendental Meditation program in order to improve health, cognitive capabilities, and performance in life. Bob shares how the foundation has approached scale and evolved their strategy over time to achieve global impact.

Our conversation delivers you perspective and guidance around how to live well, achieve a healthy lifestyle and live a life of balance. Featured is Chris Johnson, the Chief Executive Officer of On Target Living. Host: Daniel Cassidy

In the latest episode, we cover the investment implications of the Inflation Reduction Act of 2022, the circular economy, and water scarcity. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas from the UBS Chief Investment Office, as well as Amy O’Brien, Global Head of Responsible Investing at Nuveen. Host: Shiavon Chatman

Our conversation spotlights the annual Own Your Worth report from the UBS Women’s Strategic Client Segment, which explains how women are focused on living a life of greater purpose and how they are aligning their purpose with their investment decisions. Featured is Nicole Herman, Relationship Manager, Women’s Strategic Client Segment, UBS Client Strategy Office. Host: Daniel Cassidy

Listen to the authors of the 2022 Year-End Guide, Todd Mayo and Jacqueline Denton as they share their thoughts on some selected planning ideas from the guide. Todd is a Senior Wealth Strategist based in Boston MA, and Jacqueline is an Associate Wealth Strategist based in Nashville TN. Host: Daniel Cassidy

Join Elizabeth Cribbs, Senior Strategist on the Family Advisory and Philanthropy Services team, in conversation with two members of the Levitt Foundation, Liz Levitt Hirsch, Board President, and Sharon Yazowski, Founding Executive Director. The Levitt Foundation is a remarkable example of a mid-sized, private family foundation that is making a big impact in communities. Through its commitment to creative placemaking, its grantmaking and research, the Levitt Foundation partners with nonprofits across the country to activate underused public spaces to create joyous, inclusive community destinations. Liz and Sharon share practical advice on how to successfully transition the management of a family foundation between generations, how to impactfully engage the communities the foundation serves and how to strategically approach sunsetting a private foundation.