UBS On-Air: Conversations

Brian Formento of the Family Office Solutions Group is joined by Craig Thrasher, CFA, Portfolio Manager and Senior Research Analyst at Kayne Anderson Rudnick, sub-advisor of the Virtus KAR International SMID Cap strategy. In this podcast, Brian and Craig share how small cap international strategies may increase diversification and provide lower volatility for investors allocating internationally. Craig also shares his process for identifying companies and including names in the portfolio, as well as notable updates to the strategy.

Please join Debra Phares, Senior Strategist at Family Advisory and Philanthropy Services, and Mark Gerson, co founder of the Gerson Lehrman Group and Thuzio, and Chairman of African Mission Healthcare, for a conversation around philanthropy and Judaism. Through this Faith and Philanthropy initiative, UBS is offering a 100 percent match on all contributions made to the African Mission Healthcare program via the UBS Optimus Foundation through year end. Please contact your UBS Advisor to learn more. UBS is offering a 100 percent match on donations to African Mission Healthcare through the UBS Optimus Foundation through December 31, 2021. This 100 percent match will be offered for the first USD 9,000,000 raised.

Arising investment opportunities, global challenges, well considered perspectives, complementary to our research report The Future of Earth Lena Dente of UBS talks with Themis Themistocleous, Chief Investment Officer EMEA, Antonia Sariyska, Impact Investing expert, Charles Veasey, Head Sustainable Investing Communications, Elena Guglielmin, Credit Analyst, and Mark Haefele, UBS Chief Investment Officer.

The Family Office Masterclass podcast series, hosted by the UBS Family Office Solutions Group, ensures we are delivering our family office clients timely and relevant content. In this episode, we are joined by Anneke Stender, Executive Vice President of Plumb and the Founder of the Family Office Accounting and Bill Pay Division of Plumb, to discuss bill pay and bookkeeping solutions for family offices.

In the wake of recent developments surrounding the US budget resolution, we explain how you can determine whether it might be the right time to consider harvesting your capital gains. Featured is Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation focuses on the current supply and demand dynamic for SI bonds, legislative developments within the EU, takeaways from the 2021 proxy season and more. Featured is Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Alex Hirsch, Sustainable Investing Team, BlackRock. Host: Daniel Cassidy

Our conversation will offer a look at US retailer and consumer brand Q2 results, trends from the back-to-school shopping season and how to think about allocation within the consumer discretionary sector. Featured is Rob Samuels, Consumer Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation will walk you through distribution strategies to help you reduce taxes and make the most of your retirement assets. Featured are Ainsley Carbone, Total Wealth Strategist Americas and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

The Family Office Masterclass podcast series, hosted by the UBS Family Office Solutions Group, ensures we are delivering our family office clients timely and relevant content. In this episode, we are joined by Ari Warsawski, Director of Sales at XO Global LLC, to discuss the different options available for flying private, factors clients should consider when deciding on the right solution, and some common pitfalls and oversights to be mindful of.

The Family Office Masterclass podcast series, hosted by the UBS Family Office Solutions Group, ensures we are delivering our family office clients timely and relevant content. In this episode, we are joined by Adam Jackson, CEO of 360 Privacy, to discuss cybersecurity best practices and how UHNW individuals and families can control their personal information.