Explore every episode of the podcast UBS On-Air: Conversations

With a new year underway, Ainsley and Justin rejoin the conversation to explain what retirees, along with those preparing for retirement, should know in 2025. These considerations span social security and Medicare, to long-term care costs, estate planning, and more. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Senior Total Wealth Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.

Mark Tepsich, Family Office Design and Governance Strategist sits down with Patrick McCurry, Partner at McDermott Will & Emery, to discuss common types of long-term compensation plans for family offices and their key executives. The conversation compares and contrasts different compensation strategies and the overall process and key considerations.

This episode features a discussion between Shawna Hamilton, Senior Strategist on the UBS Family Advisory and Philanthropy Services team, in conversation with Dr. Barney Long, Senior Director of Conservation Strategies at Re:wild. Re:wild’s mission is to protect and restore the wild to build a thriving Earth where all life flourishes. Barney shares how Re:wild combines more than three decades of conservation impact by Leonardo DiCaprio and Global Wildlife Conservation, expertise, partnerships and platforms to bring new attention, energy and voices together. He emphasizes the importance and power of partnerships to expand and amplify their mission.

In this episode, we cover timely strategies for young families when developing their estate plan. Featured are Erik Seeney, and David Mietty, Wealth Planning Strategists with UBS.

With 2023 underway, our conversation outlines some important considerations for those in or nearing retirement, including developments surrounding the SECURE 2.0 Act, Social Security and Medicare. Featured are Ainsley Carbone, Total Wealth Strategist Americas, and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation covers performance expectations for 2023 and reflections from 2022. We also cover some notable ESG regulation milestones from the past year and how to think about positioning within the space over this next year. Featured is Amantia Muhedini, Sustainable and Impact Investing Strategist Americas from the UBS Chief Investment Office, and Sarah Hughes, Head of ESG and Sustainable Investing with American Century. Host: Shiavon Chatman

Join Liam McCormick, Senior Strategist on the UBS Family Advisory and Philanthropy Services team, in conversation with Jim Ritterhoff, Co-Founder of Force Blue, and Roger Sparks, Special Operations Veteran and Force Blue Diver. Force Blue seeks to address two seemingly unrelated problems - the rapidly declining health of our planets marine resources and the difficulty returning combat veterans have in adjusting to civilian life - through one, mission-focused program. Jim and Roger share the importance of intentionality and having a focused mission statement as Force Blue pursues their mission to unite the community of Special Operations veterans with the world of marine conservation for the betterment of both lives and restoration of the planet.

Our conversation outlines the risk of water scarcity across the globe, trends in food prices, labor rights and more. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office, and Jonas Kron, Chief Advocacy Officer at Trillium Asset Management. Host: Shiavon Chatman

Have you ever bought something just because it was on sale? Have you ever exited the highway to avoid traffic, even though you know you will arrive at your destination later? What is the ‘turkey illusion’? In this podcast, we talk about behavioral biases and some strategies that we can use to manage the impact of these biases on our long-term returns.

Our conversation offers a look into how investors feel about current conditions in financial markets, the economic and public policy environment in the US, and how they are positioning their portfolios accordingly. Featured is Dani Scherl, Global Thought Leadership Analyst, UBS Client Strategy Office. Host: Daniel Cassidy

Hear a conversation with Advanced Planning Senior Wealth Strategist, David Leibell, on Business Succession Planning and some considerations to be mindful of. Host: Daniel Cassidy

Our conversation offers guidance and tips as to how investors can overcome reacting emotionally to market volatility when it comes to investment decision making. Featured is Katie Williams, Discovery Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

Mark Tepsich, Family Office Design and Governance Strategist sits down with Patrick McCurry, Partner at McDermott Will & Emery, to discuss common types of long-term compensation plans for family offices and their key executives. The conversation compares and contrasts different compensation strategies and the overall process and key considerations.

Join Sabrina Parks, Business Associate on the Family Advisory and Philanthropy Services team, in conversation with Bob Roth, CEO of the David Lynch Foundation. The David Lynch Foundation helps to prevent and eradicate the epidemic of trauma and toxic stress among at-risk populations through promoting widespread implementation of the evidence-based Transcendental Meditation program in order to improve health, cognitive capabilities, and performance in life. Bob shares how the foundation has approached scale and evolved their strategy over time to achieve global impact.

Our conversation delivers you perspective and guidance around how to live well, achieve a healthy lifestyle and live a life of balance. Featured is Chris Johnson, the Chief Executive Officer of On Target Living. Host: Daniel Cassidy

In the latest episode, we cover the investment implications of the Inflation Reduction Act of 2022, the circular economy, and water scarcity. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas from the UBS Chief Investment Office, as well as Amy O’Brien, Global Head of Responsible Investing at Nuveen. Host: Shiavon Chatman

Our conversation spotlights the annual Own Your Worth report from the UBS Women’s Strategic Client Segment, which explains how women are focused on living a life of greater purpose and how they are aligning their purpose with their investment decisions. Featured is Nicole Herman, Relationship Manager, Women’s Strategic Client Segment, UBS Client Strategy Office. Host: Daniel Cassidy

Listen to the authors of the 2022 Year-End Guide, Todd Mayo and Jacqueline Denton as they share their thoughts on some selected planning ideas from the guide. Todd is a Senior Wealth Strategist based in Boston MA, and Jacqueline is an Associate Wealth Strategist based in Nashville TN. Host: Daniel Cassidy

Join Elizabeth Cribbs, Senior Strategist on the Family Advisory and Philanthropy Services team, in conversation with two members of the Levitt Foundation, Liz Levitt Hirsch, Board President, and Sharon Yazowski, Founding Executive Director. The Levitt Foundation is a remarkable example of a mid-sized, private family foundation that is making a big impact in communities. Through its commitment to creative placemaking, its grantmaking and research, the Levitt Foundation partners with nonprofits across the country to activate underused public spaces to create joyous, inclusive community destinations. Liz and Sharon share practical advice on how to successfully transition the management of a family foundation between generations, how to impactfully engage the communities the foundation serves and how to strategically approach sunsetting a private foundation.

Our conversation is all about stress management as my guest outlines some considerations and tips when it comes to understating the warning signs of stress and how to best navigate stressful periods or occurrences in both our personal and professional lives. Featured is Lindsey Troxell, Senior Director with Knowledge Labs Professional Development at Janus Henderson Investors. Host: Daniel Cassidy

Learn about how and when to implement tax loss harvesting, including how it can help make your portfolio more sustainable. My guests also cover some strategies to consider. Featured is Justin Waring, Investment Strategist Americas, and Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation covers climate change resilience, SI fixed income and takeaways from proxy season. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Jonathan Bailey, Head of ESG Investing at Neuberger Berman. Host: Daniel Cassidy

Our conversation outlines ways to make the most of your retirement assets, including the use of distribution strategies. Featured is Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.

Our conversation outlines how you can financially prepare and plan today for complications surrounding cognitive decline, and the warning signs to be mindful of. Featured is Christine Kolm, Senior Wealth Strategist, UBS Advanced Planning Group. Host: Daniel Cassidy

Knowing that living well is essential to planning well, our conversation highlights strategies to help protect your brain health. Featured is Dr. Marc Milstein, a leading brain health expert whom specializes in presenting the leading scientific research on brain health in a way that educates, entertains, and empowers us to live better. Host: Daniel Cassidy

Join Sarah Salomon, Head of UBS Family Advisory and Philanthropy Services, in conversation with Pete Kadens, serial entrepreneur and philanthropist. Pete was Co-Founder of Green Thumb Industries and served as CEO until his retirement in 2018. In his early retirement, Pete sought a renewed sense of purpose and found it in philanthropy. He is now Chairman of the Kadens Family Foundation and Hope Chicago, both nonprofit organizations focused on creating pathways out of poverty through education. Pete shares how he arrived at this point in his journey and what he has learned along the way such as the importance of family philanthropy and having a well-defined mission statement.

Our conversation offers a look into the concerns on the minds of investors and how they are preparing their portfolios for volatility. Plus, we outline an outlook for inflation, market performance, the US midterm elections and how to consider your asset allocation strategy. Featured is Dani Scherl, Global Thought Leadership Analyst, UBS Client Strategy Office, and Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation covers the ongoing debate on energy security, recent developments surrounding ESG regulation, and LGBTQ plus inclusion in the workplace. Featured is Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Anthony Eames, Managing Director, Responsible Investment Strategy, Calvert Research and Management. Host: Daniel Cassidy

Join Sarah Salomon, Head of UBS Family Advisory and Philanthropy Services, in conversation with Jean Trebek, CEO of Inside Wink, an altruistic lifestyle website. Jean’s philanthropic endeavors, such as being on the Helen Keller International Board of Trustees, gave her a renewed sense of purpose. She was driven by her passion to assist people in recognizing the innate goodness and generosity in life to create Inside Wink with her partner Alison Martin. Jean shares what she has learned throughout her philanthropic journey such as finding inspiration, seeing the benefits of a family foundation and the impact of involving her children in their family’s philanthropy.

Our discussion outlines the attributes that make a company or portfolio ‘sustainable’, the evolution of ‘Governance’ and how to invest in biodiversity. Featured are Amantia Muhedini, CIO Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office and Michelle Dunstan, Chief Responsibility Officer, AllianceBernstein. Host: Daniel Cassidy

An in-depth conversation about life, innovation and the future of finance with Chetan Tolia, Head of UBS Next - UBS’s venture and innovation unit. In this discussion Chetan talks about his childhood in Kenya, his early exposure to tech and innovation, career lessons, and ultimately, his focus as the Head of UBS Next. To learn more visit www.ubs.com/digitalnext.

Join Elizabeth Cribbs, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with Danielle M. Reyes, President and CEO of the Crimsonbridge Foundation. The Crimsonbridge Foundation, founded by Gabriela Smith, is dedicated to investing in transformative and scalable solutions with a focus on education, leadership and capacity building. Crimsonbridge takes a strategic and entrepreneurial approach to philanthropy to create social change. Danielle has over 25 years of experience in leading and designing innovative philanthropic programs and partnerships. She provides insights on when the right time is to hire a professional to partner for your family’s philanthropy, and how to think through living and leaving your legacy.

Head of Advanced Planning, Ann Bjerke, and Senior Wealth Strategists Joyce Crivellari, Catherine McDermott, and Rebecca Sterling reflect on the latest report from the Women’s Segment and discuss planning strategies that are especially relevant for women today.

Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist.

Advanced Planning Senior Wealth Strategists, Brad Dillon and Joanna Morrison give insights as to what makes planning for LGBTQ couples unique and highlight specific examples from their new whitepaper, Planning for the LGBTQ family.

Join Shawna Hamilton, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with Dale and Katy Carlsen. Dale and Katy Carlsen are pursuing their shared philanthropic passion through Ticket to Dream. Dale is the Founder and CEO Emeritus of Ticket to Dream, a nonprofit organization dedicated to providing hope and opportunity for foster children across the country. Dr. Katy Carlsen is a Medical Consultant for California Childrens Services and serves on the board at Ticket to Dream. Together, her and Dale are living an incredible legacy through their shared pursuit of their philanthropic goals.

Our conversation offers a look into the concerns on the minds of investors and how they are preparing their portfolios for volatility. Plus, we outline an outlook for inflation, market performance and how to consider your asset allocation strategy. Featured is Dani Scherl, Global Thought Leadership Analyst, UBS Client Strategy Office, and Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Listen to the latest edition of The Wealth Planning Podcast hosted by UBS Wealth Planning Strategist, Erik Seeney. In this episode, we hear from David Rosenthal, Wealth Planning Strategist, UBS and Dawn Rodgers Vice President, Comerica Advisor Solutions, who share strategies for advisor and families interested in Special Needs Planning.

Join Safia Dandia, Associate Director on the Family Advisory and Philanthropy Services team, in a discussion with CEO Dr. Ari Johnson and Mali Country Director, Dr. Djoume Diakite, as they tell the founding story of Muso, The UBS Optimus Foundation’s newest Zakat-eligible program focused on ending the child and maternal mortality crisis and delivering universal health coverage at scale. Muso has a unique proactive care model, documenting rapid health improvements in the communities it serves. Tune in as we explore more about Muso’s impactful work in Mali.

Join Melinda Hightower, Head of the new Multicultural Investors segment, as well as Senior Wealth Strategist, Jennifer Lan, and Advanced Planning Wealth Strategist, Premini Scandurra. We offer insights into how multicultural investors build their wealth and outline various tax planning strategies featured within the latest publications: Invest to Advance: How Multicultural Families Build Generational Wealth and Planning for Multicultural Investors. Host: Daniel Cassidy

Join Safia Dandia, Associate Director on the Family Advisory and Philanthropy Services team, in a discussion with Dr. Shariq Siddiqui, an Assistant Professor of Philanthropic Studies and Director of the Muslim Philanthropy Initiative at the Indiana University Lilly Family School of Philanthropy. In this episode, we explore the latest giving trends and research on faith-based giving and philanthropy amongst the Muslim community.

Join Tom Naratil, Co-President UBS Global Wealth Management and President UBS Americas, in a discussion with Tom Davidson, CEO and Founder of EVERFI, about the importance of financial education and creating financial literacy for all. Tom founded EVERFI, a digital financial education company, with the mission of empowering individuals with the tools and skills to drive ecosystems of change and inspire lifelong success. Tom will share the significance of financial education and how private organizations, like UBS, can support the mission of EVERFI. He will also share how EVERFI has helped him to live for his legacy and how he views his personal legacy, outside of EVERFI.

In this episode, Imam Khalid Latif, Executive Director and Chaplain for the Islamic Center of New York University, discusses the charitable emphasis in Ramadan and Eid, the importance of the last 10 days of Ramadan, and how to strengthen your connection to your faith and spirituality through philanthropy and helping others in this month and beyond.

A look into how the Personalized Tax Management solution from UBS Asset Management can function to improve after-tax returns. Featured is Sebastian Mainegra, Lead Investment Specialist, UBS Asset Management. Host: Daniel Cassidy

The UBS Advanced Planning Team has just released their 2024 Year-End Planning Strategies whitepaper. Join Senior Wealth Strategist, Jennifer Lan, and Wealth Strategist, Premini Scandurra as they highlight specific topics within the whitepaper, including, charitable giving, the Corporate Transparency Act and a few others of intertest. Host: Daniel Cassidy

Our conversation covers the implications of the Russia-Ukraine war to energy sustainability, the new IPCC climate assessment and more. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office and Susan Gim, Client Portfolio Manager, Martin Currie. Host: Daniel Cassidy

Given the recent stock market volatility, Jennifer Lan, Senior Wealth Strategist with UBS Advanced Planning, discusses how to use assets that have decreased in value to make lifetime gifts. Capturing the potential ‘rebound’ in depressed assets outside of your taxable estate can be extremely beneficial and tax efficient. Listen as Jennifer provides several options and items to consider when using such techniques. Host: Daniel Cassidy

In Islam, there is a great emphasis on and many benefits associated with caring for orphans. In this episode, Sarah Veilex, UBS Optimus Foundation Program Director, shares some eye opening realities of children living in institutions, including the fact that 80 percent of children in orphanages have a living parent. Learn about the detrimental effects these institutions can have on children, as well as alternate solutions to be impactful with your charitable giving in this area.