UBS On-Air: Conversations

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.

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

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

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.

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

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

John Mathews and Neil Malik from K1 Investment Management had a conversation on various topics, including the inception of K1, key lessons learned early in Neil Malik's career, and the biggest trends shaping the enterprise software space in the next 5-10 years. Additionally, they touched on the current environment for exits, volatility and risk strategies, and the impact of AI on their firm and the enterprise software space.

John Mathews had an insightful conversation with Chris Davis, Chairman and Portfolio Manager of Davis Advisors. During their discussion, Chris Davis shared his perspectives on market volatility, geopolitical events, emotion-based investment decisions, and intergenerational wealth transfer.

In the wake of International Women’s Day on Mar 8, Amantia Muhedini from the UBS Chief Investment Office was joined by Will Pomroy of Federated Hermes for a discussion around US companies pulling back workforce diversity and inclusion policies, along with how investors are separating noise from actual change at the company level. Featured is Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Will Pomroy, Head of Impact Engagement - Equities and Lead Engager Small & Mid Cap Equities, Federated Hermes. Host: Daniel Cassidy

This conversation focuses on how a financial advisor’s upbringing can influence client service, as well as how consumerism plays a key role in wealth disparities for Black Americans. UBS Financial Advisor, Harry LaRosiliere, shares insight into possible solutions for this issue. Host: Shiavon Chatman