UBS On-Air: Conversations

On this edition, Bonnie and Lynette explore why sustainable investing is important to discuss during planning conversations. Featured are Bonnie Park, Head of Wealth Planning US, and Lynette Jefferson, Head of Sustainable Investment and Inclusive Investment Solutions, UBS Global Wealth Management. Host: Daniel Cassidy

Family meetings can provide a forum for members to openly share ideas, opportunities, and challenges, and make decisions in a truly collaborative manner. These meetings can also help nurture a familys human capital, uniting its members across generations with a shared purpose. This week, join Nicole Sebastian and Sarah Salomon, Senior Strategists at Family Advisory and Philanthropy Services, in their conversation with the Allen Family. In this episode, you will hear firsthand from Greg Allen, Mark Allen, and Claire Neal about their personal experiences with family meetings at UBS and how these meetings have helped shape their relationships, philanthropy, and legacy.

In this episode, Peter Lawson Johnston, Managing Partner at Guggenheim Partners, joins Judy Spalthoff, Head of Family Advisory and Philanthropy Services, to discuss the power, importance, and nuances of maintaining a family brand. The Guggenheim family began in the mining industry and grew in to a cultural and philanthropic force by sharing art with the world art and expanding to many other philanthropic endeavors. He speaks on the formula for his family's success and how serving on various boards with family members has allowed bonds to strengthen and create a shared mission despite the distance.

On this edition, Bonnie and Lynette do some myth busting when it comes to sustainable investing and financial planning. Featured are Bonnie Park, Head of Wealth Planning US, and Lynette Jefferson, Head of Sustainable Investment and Inclusive Investment Solutions, UBS Global Wealth Management. Host: Daniel Cassidy

Our conversation today focuses in part on ESG-linked asset performance in 2021, relative to that of 2020, along with a look at some notable net-zero commitments from around the world, further updates on the regulatory front and more. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Alexis Deladerriere, Head of Developed International Markets Equity, Goldman Sachs Asset Management. Host: Daniel Cassidy

In our second episode on Family Meetings, Liam McCormick, Senior Strategist at Family Advisory and Philanthropy Services, discusses the unifying power of creating a family mission statement. He also talks about how our group works with clients and their families to form a Family Balance Sheet, which helps identify a familys True Wealth, the being its Human, Social and Spiritual Capital.

85 percent of wealth transitions fail due to a breakdown and communication and trust within a family and inadequate heir preparation. In this episode, Liz Cribbs, Senior Strategist at Family Advisory and Philanthropy Services, discusses one potential solution: Family Meetings. Family meetings are perfect forum for both ongoing discussions around wealth transitions and financial education. Tune in to learn more.

This week Judy Spalthoff, Head of Family Advisory and Philanthropy Services, is joined by Sara Deren, Founder and CEO of Experience Camps. Experience Camps is a non-profit organization that provides transformative experiences for grieving children, primarily through their one-week overnight summer camps. Sara shares what motivated her to begin the organization and provides insights for being a grief supporter for children and adults, alike.

Our conversation today will touch on the ways in which digital technologies have dramatically and rapidly changed our world, particularly since the start of the pandemic. Featured are Albert Tsuei, Senior Portfolio Manager of the Digital Transformation Strategy, and Tom Digenan, a Lead Equity Investment Specialist, UBS Asset Management. Host: Daniel Cassidy

Join Debra Phares, Senior Strategist on the Family Advisory and Philanthropy Services team, as she interviews Erik Stegman, Executive Director of Native Americans in Philanthropy. This national organization advocates for stronger and more meaningful investments by the philanthropic sector in tribal communities, and in this episode, Erik explores issues such as invisibility and the disparities these communities have faced throughout the pandemic. While stressing the importance of relatives and relations in indigenous cultures, Erik also outlines how donors can invest in Native led organizations to fuel strong futures for tribal communities.