UBS On-Air: Conversations

Join Safia Dandia, Associate Director on the Family Advisory and Philanthropy Services team, in a discussion with Dr. Shariq Siddiqui, an Assistant Professor of Philanthropic Studies and Director of the Muslim Philanthropy Initiative at the Indiana University Lilly Family School of Philanthropy. In this episode, we explore the latest giving trends and research on faith-based giving and philanthropy amongst the Muslim community.

Join Tom Naratil, Co-President UBS Global Wealth Management and President UBS Americas, in a discussion with Tom Davidson, CEO and Founder of EVERFI, about the importance of financial education and creating financial literacy for all. Tom founded EVERFI, a digital financial education company, with the mission of empowering individuals with the tools and skills to drive ecosystems of change and inspire lifelong success. Tom will share the significance of financial education and how private organizations, like UBS, can support the mission of EVERFI. He will also share how EVERFI has helped him to live for his legacy and how he views his personal legacy, outside of EVERFI.

In this episode, Imam Khalid Latif, Executive Director and Chaplain for the Islamic Center of New York University, discusses the charitable emphasis in Ramadan and Eid, the importance of the last 10 days of Ramadan, and how to strengthen your connection to your faith and spirituality through philanthropy and helping others in this month and beyond.

A look into how the Personalized Tax Management solution from UBS Asset Management can function to improve after-tax returns. Featured is Sebastian Mainegra, Lead Investment Specialist, UBS Asset Management. Host: Daniel Cassidy

Our conversation covers the implications of the Russia-Ukraine war to energy sustainability, the new IPCC climate assessment and more. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office and Susan Gim, Client Portfolio Manager, Martin Currie. Host: Daniel Cassidy

Given the recent stock market volatility, Jennifer Lan, Senior Wealth Strategist with UBS Advanced Planning, discusses how to use assets that have decreased in value to make lifetime gifts. Capturing the potential ‘rebound’ in depressed assets outside of your taxable estate can be extremely beneficial and tax efficient. Listen as Jennifer provides several options and items to consider when using such techniques. Host: Daniel Cassidy

In Islam, there is a great emphasis on and many benefits associated with caring for orphans. In this episode, Sarah Veilex, UBS Optimus Foundation Program Director, shares some eye opening realities of children living in institutions, including the fact that 80 percent of children in orphanages have a living parent. Learn about the detrimental effects these institutions can have on children, as well as alternate solutions to be impactful with your charitable giving in this area.

Our seasons of planning series of conversations continues with a look at some considerations you should be mindful of during the spring season, namely estate planning and long-term care. Featured are Ainsley Carbone, Total Wealth Strategist Americas, and Katie Williams, Discovery Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Join Julie Binder, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with Andrea Jung, President and CEO of Grameen America. Andrea is the longest-serving female chief executive in the Fortune 500, a trailblazer for women, and long-term champion of women’s issues. She will share her passion for the work Grameen America does and the immense impact they have had. Founded in 2008, Grameen America builds on the legacy and proven model of Nobel Peace Prize Laureate Muhammad Yunus. Grameen America is a microfinance institution dedicated to helping women who live in poverty build small businesses to create better lives for their families. Since inception, the organization has invested over 1.7 billion USD to more than 133,000 low-income women across the United States through its unique social capital model.

A dive into the UBS 2022 Planning Guide and a look at tax management strategies and considerations for clients. Featured are Brad Dillon, UBS Advanced Planning, Justin Waring, UBS Chief Investment Office, and Sebastian Mainegra, UBS Asset Management. Host: Daniel Cassidy