UBS On-Air: Conversations

Our conversation features Steve Mattus, Head of Advisory and Planning Products, Global Wealth Management Americas. Steve offers top recommendations for what financial advisors and their clients should be focusing on between now and the end of the year to ensure a thoughtful start to 2022 - and even gets into Super Bowl predictions. Host: Daniel Cassidy

Join Shawna Hamilton, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with Jamie Yuenger, Founder and Principal of StoryKeep, a media production company that specializes in creating films and private podcasts for multigenerational families of wealth. Jamie will share her passion for creating meaningful media for families and the importance of keeping ones life story.

Our conversation previews the COP26 Conference, outlines the key topics that will be covered and sheds light on the potential opportunities. Featured are Amantia Muhedini, CIO Sustainable Investing Strategist Americas, UBS Chief Investment Office and Michelle Dunstan, Chief Responsibility Officer, AB. Host: Daniel Cassidy

Hear UBS strategists explain how families navigate their business succession to reach their goals.

Hear UBS strategists discuss the power of talk and why it’s key to a successful business succession.

In this episode, Anne Lyons, Founder and CEO of Tapestry Associates, joins us to discuss recent trends and insights in the industry, what kinds of questions clients should consider during the search and hiring process, and strategies for retaining and incentivizing critical staff.

Our conversation will walk your through what to consider when it comes to work benefits, and how to think about these decisions in context of your longer-term financial plan and current financial needs. Featured are Ainsley Carbone, Total Wealth Strategist Americas and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

In this episode, we are joined once again by Jeremy Langlois, Partner and Head of Client Advocacy at Mirador, to discuss various 'use cases' for reporting solutions and benefits associated with them. This is the second podcast in a two-part series on consolidated performance reporting, with the first podcast shared advice and best practices for family offices about how to select the right reporting technology.

Malcolm Brogdon is a professional basketball player, but his true passion is helping others. When he is not on the court, Malcolm is committed to service, education, and advocating for clean water and quality education for all. Hear more about his story and the work of the Brogdon Family Foundation in the latest episode of ‘In conversation with’ hosted by Sarah Salomon, Head of Family Advisory and Philanthropy Services.

Our conversation focuses on the portfolio implications of more frequent extreme weather events around the world, how to think about and approach impact investing and some notable developments with respect to diversity and inclusion in corporate America. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office and Anthony Eames, Director of Responsible Investing, Calvert Research and Management. Host: Daniel Cassidy