In conversation – Details, episodes & analysis

Podcast details

Technical and general information from the podcast's RSS feed.

In conversation

UHNW Advisory Americas

News

Frequency: 1 episode/3d. Total Eps: 39

Dive into insights on family offices, art, philanthropy and wealth planning.

Site

RSS

Apple

Data updated on 19/08/2026

Recent rankings

Latest chart positions across Apple Podcasts and Spotify rankings.

Apple Podcasts

🇬🇧 Great Britain - Business News
16/09/2026
#95
🇬🇧 Great Britain - Business News
15/09/2026
#72
🇫🇷 France - Business News
21/08/2026
#93
🇫🇷 France - Business News
20/08/2026
#73
🇫🇷 France - Business News
19/08/2026
#60
🇫🇷 France - Business News
18/08/2026
#49
🇫🇷 France - Business News
17/08/2026
#30
🇬🇧 Great Britain - Business News
06/05/2026
#98
🇬🇧 Great Britain - Business News
05/05/2026
#49
🇨🇦 Canada - Business News
22/04/2026
#90

Spotify

No recent rankings available

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RSS feed quality and score

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RSS feed quality

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Score global : 43%

Publication history

Monthly episode publishing history over the past years.

Year

Latest published episodes

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Advanced Planning: 2026 Planning Guide podcast

Thursday, May 28, 2026 • Duration 10:08

Jacqueline Denton and Matt Fecteau from the UBS Advanced Planning Group join UBS Conversations to discuss the 2026 Planning Guide, new charitable income tax deduction rules, and qualified small business stock. Host: Daniel Cassidy

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UBS Trending: Inside the Great Wealth Shift

Thursday, May 14, 2026 • Duration 14:12

Hear Libby Stantial, strategist with UBS Family Advisory and Philanthropy Services, discuss new challenges and opportunities families face with $83 trillion being transferred across generations.

Art Advisory: How artwork gets its value – Why appraisals matter

Friday, April 17, 2026 • Duration 24:03

Matthew Newton, Head of UBS Art Advisory Americas, sits down with Linda Selvin, Executive Director of the Appraisers Association of America, to discuss why appraisals matter throughout the lifecycle of a collection. The conversation addresses the key types of appraisals – retail replacement, fair market value, marketable cash value - that collectors might need, what it means to be USPAP‑compliant, and the various factors that influence an artwork’s value.

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Art Advisory: UBS Trending: New York is still on top of the art world

Friday, April 17, 2026 • Duration 16:03

Head of UBS Art Advisory Americas, Matthew Newton, sits down with John S. Matthews, Head of UBS Private Wealth Management, to discuss Leading insights from "The Art Basel and UBS Global Art Market Report 2026 by Arts Economics" and what that means for investors and art enthusiasts in the US.

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Art Advisory: Before the Hammer – The Making of a Marquee Evening Sale with Sotheby’s

Tuesday, April 14, 2026 • Duration 26:08

UBS Art Advisory Specialist, Rachel Peart, sits down with David Galperin, Vice Chairman, Head of Contemporary Art at Sotheby’s, to explore how a marquee evening sale is built. From sourcing trophy works to managing strategy, Rachel and David bring awareness to the multitude of consideration that are refined before an auctioneer takes the podium. Together, they explore how an evening sale is built, curated, and refined. And lastly, David highlights insights into the upcoming May 2026 auctions, including the impressive Robert Mnuchin: Collector at Heart evening sale.

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Art Advisory: Before the Hammer – How Estimates, Guarantees, and Strategy Shape the Auction Room

Thursday, April 2, 2026 • Duration 36:14

UBS Art Advisory Specialist, Rachel Peart, sits down with Emily Kaplan, Senior Vice President and Senior Specialist, Postwar and Contemporary Art at Christie’s, to dive deeper on how auction estimates, reserves, and guarantees are set and used strategically. They examine bidder psychology and key valuation factors supported by notable examples. The episode closes with spring 2026 season highlights, led by three works from Agnes Gund’s collection and a major minimalism collection.

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Advanced Planning: 2025 Year-End Planning Ideas

Thursday, March 19, 2026 • Duration 09:19

Dan Cassidy hosts Jennifer Lan and Chelsea Rubio, who discuss an assortment of year-end planning ideas. Jennifer is a Senior Wealth Strategist based in Dallas. Chelsea is a Senior Wealth Strategist based in Washington, D.C.

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Advanced Planning: Impact of the 2025 Tax Act

Thursday, March 19, 2026 • Duration 13:43

Dan Cassidy sits down with Jaqueline Denton and Laura Chooljian who discuss various estate tax, income tax, charitable, and other planning strategies that individuals may wish to consider in light of the recent federal tax law changes. Jacqueline is a Senior Wealth Strategist based in Nashville, and Laura is Senior Wealth Strategist based in Los Angeles.

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Philanthropy: For our Shared Humanity with John Inserra

Monday, February 9, 2026 • Duration 21:33

Liam McCormick, Senior Strategist for Family Advisory and Philanthropy Services, talks with John Inserra, Founder of For Our Shared Humanity. John walked 1,700 miles over 120 days from North Dakota to Texas on a trek he called Walking the Middle. Part of living his legacy, John's walk through 75 towns allowed him to concentrate on finding what we have in common.

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Philanthropy: J3 Foundation with Joe Blackstone

Monday, February 9, 2026 • Duration 24:53

Speaking with Shawna Hamilton, Senior Strategist for Family Advisory and Philanthropy Services, Joe Blackstone discusses how his philanthropic journey parallels his entrepreneurial journey. After founding Blackstone Consulting Inc., an international service provider supporting nearly 6,000 employees, he and his wife Jamie Mohn created the J3 Foundation to help children in Los Angeles County schools stay on track.

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In conversation – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

In conversation – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify