UBS On-Air: Conversations

Gail Simmons, the trained culinary expert, food writer, television personality, and Top Chef judge, sits down with the Head of Family Advisory and Philanthropy Services, Judy Spalthoff, to discuss her career and values that have fueled her work as a philanthropist. Sitting on the board of City Harvest and Hot Bread Kitchen, two NYC-based nonprofits, Gail tackles issues such as hunger, food waste, and female empowerment in the food industry. As she shares her mantra for giving, Gail discusses the role her own family has played in her life as a philanthropist and how this has informed decisions she makes as a parent. Featured are Gail Simmons, food writer and Top Chef judge, and Judy Spalthoff, Head of Family Advisory and Philanthropy Services.

Our conversation will walk you through the findings within the latest edition of the Own Your Worth report series, Building Bridges, Breaking Barriers. Featured is Carey Shuffman, Head of the Womens Strategic Client Segment, UBS Client Strategy Office. Host: Daniel Cassidy

In this conversation with Ainsley Carbone, Total Wealth Strategist, and Morgan Hyland, Wealth Planning Specialist, learn about why you should focus on budgeting, how to get started and how to find a balance between spending and saving.

When it comes to your financial life, it is important to make sure your financial plan and portfolio strategy are aligned. But, how are these two concepts related, why should conversations about them be ongoing and what are some strategies you should consider We will discuss all of that and more in the fourth segment of our Evolution of Advice podcast series. Featured are Steve Mattus, Head of Advisory and Planning Products, Emily Lau, Head of Wealth Planning Sales and Ashok Eastman, Head of Portfolio Advisory Group Americas. Host: Daniel Cassidy

Thomas S. Kaplan, Ph.D., Chairman and Co-founder of Panthera, joins Liz Cribbs, Senior Strategist in Family Advisory and Philanthropy Services, to share his passion for wild cat conservation, which is directly linked to supporting and protecting the surrounding habitats and ecosystems. Throughout his story, Tom shares the pain points of wildlife trafficking and environmental harm, as well as how he built a network of powerful partners who have helped him keep his personal vow: to give back to what he loves, cat conservation. Featured are Liz Cribbs, Senior Strategist, Family Advisory and Philanthropy Services, and Thomas S. Kaplan, Ph.D., Chairman and Co-founder of Panthera.

Learn about the components of and findings within The Future of Earth publication from the UBS Chief Investment Office. Featured are Laura Kane, Head of Thematic Research Americas, and Amantia Muhedini, Sustainable Investing Strategist Americas, with the UBS Chief Investment Office. Moderated by Julia Tomei, Sustainable Investing Solutions Product Manager, UBS Global Wealth Management Americas.

In this weeks episode of In conversation with, Sarah Salomon, a Senior Strategist in Family Advisory and Philanthropy Services, is joined by Lisa Greer. Lisa is a philanthropist, entrepreneur, and author of the best-selling book Philanthropy Revolution How to Inspire Donors, Build Relationships and Make a Difference. Tune in to hear Lisa discuss the shift towards donors giving over longer time horizons, the need to activate younger generations, and the benefits that can come from more transparency between donors and nonprofits. Featured are Sarah Salomon, Senior Strategist, UBS Family Advisory and Philanthropy Services and Lisa Greer, Author Philanthropy Revolution

Our conversation today focuses in part on recent regulatory developments, both in the US and Europe, along with the role that ESG can play during the upcoming voter proxy season. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Anthony Eames, Director of Responsible Investment Strategy, Calvert Research and Management. Host: Daniel Cassidy

In this weeks episode, Judy Spalthoff, Head of Family Advisory and Philanthropy Services, sits down with 1 800 Flowers founder, Jim McCann, to discuss his journey as a florist and philanthropist. Throughout his story, Jim emphasizes the importance of work ethic and purpose, two family values that led to the eventual creation of Smile Farms, a non-profit that seeks to employ young adults and adults with developmental disabilities. Jim shares how philanthropy can lead to improved outcomes for underserved individuals while also uniting ones own family. Featured are Judy Spalthoff, Head of UBS Family Advisory and Philanthropy Services, and Jim McCann, Founder of 1 800 Flowers

Jennifer Risher, a beneficiary of the dot-com boom and author of We Need to Talk: A Memoir about Wealth, joins Judy Spalthoff, Head of Family Advisory and Philanthropy Services, to break down the stigma around talking about wealth. While wealth can make it easier to support a family, open communication is what makes a family flourish. In this episode, Jennifer talks about her book and her own experiences as a means to navigate relationships and demystify wealth. Featured are Judy Spalthoff, Head of UBS Family Advisory and Philanthropy Services, and Jennifer Risher, Author, We Need to Talk: A Memoir about Wealth