UBS On-Air: Conversations

Please join Julie Binder, Senior Strategist on the UBS Family Advisory and Philanthropy Services team, in conversation with Tiloma Jayasinghe, President and CEO of Community Resource Exchange CRE, and Philip Li, President and CEO of the Robert Sterling Clark Foundation. CRE partners with nonprofit organizations, providing support and tools needed to ensure effective leadership, high performing staff, financial stability and impactful programs to serve their communities. In this episode, Tiloma and Philip discuss non-profit consulting, leadership development, and the unique opportunity that we to build a better future during these changing times.

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 Brian Formento, Portfolio Strategist, and Tom Cameron, Executive Director, Global Liquidity Management, UBS Asset Management, about managing liquidity and cash positions on the balance sheet.

Our conversation focuses on the potential road ahead for US infrastructure legislation, recent developments surrounding and adoption of hydrogen, and sustainable investing outside of traditionally green themes. Featured are Michelle Laliberte, Thematic Investment Associate Americas, UBS Chief Investment Office and Amy Farrell, Sustainable Investing Specialist, UBS Asset Management. 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 Jeremy Langlois, Partner and Head of Client Advocacy at Mirador, to discuss consolidated performance reporting, and advice and best practices about how to select the right reporting technology.

Our conversation focuses on how women can and why women should get more involved when it comes to long-term financial planning, as well as available resources and approaches to consider for how to do so. Featured are Carey Shuffman, Head of the Womens Strategic Client Segment, and Nicole Herman, Relationship Manager, Womens Strategic Client Segment, UBS Client Strategy Office, and Jean Dunn, Vice President and Client Loyalty Insights Leader, T.Rowe Price.

Our conversation focuses on the prospects and roadmap for reaching net-zero carbon emissions by the middle of the century, the implications of shifting consumer preferences to the food industry, cyberattacks and more. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, with the UBS Chief Investment Office, as well as Andrew Parry, Head of Sustainable Investments for Newton Investment Management. Newton Investment Management is an ESG investment affiliate firm of BNY Mellon. Host: Daniel Cassidy

Our conversation will walk you through the latest UBS Investor Watch, a study of almost four thousand high net worth investors across fifteen global markets. Our guests will share with you the findings from the research which sought out to uncover how the pandemic has changed investors goals and behaviors, and what they now value most. Featured are Dani Scherl, Global Thought Leadership Analyst with the UBS Client Strategy Office, Morgan Hyland, Wealth Planning Specialist with US Wealth Planning, and Amantia Muhedini, Sustainable Investing Strategist Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

Including children in family philanthropy can help ensure that the values of caring for others, sharing resources, solving problems, and giving back, are rooted in the family. In this episode of Family Insights, Sarah Salomon, Senior Strategist at Family Advisory and Philanthropy Services, discusses how parents can get started with engaging their children in philanthropy. She talks about the importance of identifying shared values and how families can learn from one another. She also shares how including children in family philanthropy can be a practical way of teaching kids about financial matters.

Our conversation focuses on inflation, though in context to ones retirement plan and some approaches to consider for planning your future spending accordingly. Featured are Ainsley Carbone, Total Wealth Strategist Americas, and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Join Judy Spalthoff, Head of Family Advisory and Philanthropy Services, in conversation with Heather Templeton Dill, President of the John Templeton Foundation. Heather discusses the role of spirituality in the inception of her family foundation, the significance of examining purpose in our lives, and the incredible stories of people that have been impacted through the foundations research on purpose.