UBS On-Air: Conversations
Client Strategy Office
UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere
Episodes
Mentioned books
Jul 30, 2025 • 25min
The Family Office Participation Plan
In this episode, Mark Tepsich, Family Office Design and Governance Strategist for UBS Americas, is joined by Josh Gentine. Josh is the founder of Bench Consulting, a family enterprise governance consulting firm. The discussion is in regard to Family Participation Plans, which is based off an article Josh recently wrote for the UBS Family Office Quarterly.
Jul 28, 2025 • 14min
Macro Monthly Podcast with UBS Asset Management
Join Evan Brown, Head of Multi-Asset Strategy and Portfolio Manager for UBS Asset Management, for an assessment of the current macro and geopolitical environment. Recorded on 25.07.01
Jul 28, 2025 • 25min
Around the Horn: Fixed Income Roundtable with UBS Asset Management
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.
Jun 29, 2025 • 15min
Macro Monthly Podcast with UBS Asset Management
Join Evan Brown, Head of Multi-Asset Strategy for UBS Asset Management, for an assessment of the macro environment as we head into the mid-point of 2025. Recorded on 25.06.09
Jun 26, 2025 • 23min
In conversation: Consolidated Reporting: A function whose time has come
Jeremy Langlois of iCapital discusses juggling his hockey career while developing Mirador with CEO Joe Larizza, the value of consolidated reporting and data mining for family offices today, ways the industry is evolving and more with UBS Client Specialist Kristen Liller.
Jun 18, 2025 • 19min
Top of the Morning: A “Spending waterfall” to fund your retirement lifestyle
Learn about how retirees can manage taxes when withdrawing from their accounts in retirement to ultimately improve their after-tax growth potential. Featured are Justin Waring, Senior Total Wealth Strategist, & Ainsley Carbone, Retirement Strategist, UBS Chief Investment Office. Host: Daniel Cassidy
Jun 5, 2025 • 19min
Planning Podcast Series: Planning for the LGBTQ Family
In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy
May 29, 2025 • 41min
The ARTicle Podcast: The Art of Protection – A conversation about fine art insurance
On this episode of the ARTicle Podcast, Matthew Newton sits down with Bradley Taylor of HUB International to unpack the evolving complexities of insuring fine art collections in an era of heightened risk. Whether you are a seasoned collector or just getting started, this episode offers timely insights and practical steps to safeguard your collection.
May 14, 2025 • 11min
Sustainable Investing Perspectives with Tiffany Agard (UBS CIO) & Glen Yelton (Invesco)
A discussion around the impact of President Trump's tariffs on climate-related investments. Featured are Tiffany Agard, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Glen Yelton, Global Head of Sustainable Investing Services with Invesco. Host: Daniel Cassidy
Apr 29, 2025 • 12min
Top of the Morning: Annuity income as part of your retirement strategy
Justin and Ainsely outline the considerations for adding annuity income as part of one’s retirement strategy, along with explain the current appeal of annuities, and steps investors can take in order to make a plan. Featured is Justin Waring, Senior Total Wealth Strategist, & Ainsley Carbone, Retirement Strategist, UBS Chief Investment Office. Host: Daniel Cassidy
