

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

Apr 12, 2023 • 29min
Impacting Autism through Business and Investments
Dr. Thomas Edwards, Associate Professor at the College of Engineering at Temple University, moderates a discussion with David Aspinall, CEO of Auticon, Steve Bier, Director of Popcorn for the People, and Chris Male, Co-Founder, Autism Impact Fund

Apr 12, 2023 • 19min
Communication 4 ALL - Finding your voice
Jane Schwartzberg, Head UBS Strategic Client Segments, in conversation with Elizabeth Bonker, Founder of Communication 4 All, Author and Advocate. Communication 4 ALL’s mission is to champion efforts to ensure communication is available to all nonspeakers with autism.

Apr 12, 2023 • 14min
Top of the Morning: What will your retirement look like?
Learn about how to prepare for the aspects of retirement, beyond the financial. Featured are Katie Williams, Discovery Strategist Americas, and Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Apr 11, 2023 • 32min
UBS Conversations: Autism Awareness Day - Bringing awareness to neurodiversity
Our conversation focuses on Autism Awareness Day, an internationally recognized day to bring awareness to neurodiversity and autism. Our guest, Phil Orlando, Chief Equity Market Strategist with Federated Hermes, shares his personal experience as a father of a son with autism and his philanthropy over the years. Host: Shiavon Chatman

Apr 6, 2023 • 23min
Wealth Planning Podcast - SECURE 2.0 Act
In this episode, we cover wealth planning strategies based on key changes from the SECURE 2.0 Act that impact the retirement assets of clients. Erik Seeney, Wealth Planning Strategist, UBS is joined by Ainsley Carbone, Total Wealth Strategist, UBS who will share best practices regarding: Increasing the age for required minimum distributions (RMDs). Strategies for reducing the tax burden on retirement assets. Understanding the pros and cons of delaying distributions from retirement accounts.

Mar 22, 2023 • 28min
Sustainable Investing Perspectives with Amantia Muhedini (UBS CIO) and Jens Peers (Mirova)
Our conversation outlines developments surrounding the EU’s Green Deal Industrial Plan, outlines the progression of ‘green transportation’ and touches on the global rise in energy prices and the role renewables can play. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Jens Peers, Chief Executive Officer and Chief Investment Officer of Mirova. Host: Daniel Cassidy

Mar 21, 2023 • 15min
World Economic Forum: Young Global Leaders program welcomes Alejo Czerwonko
Alejo Czerwonko joins our 1285 podcast studio to share his recent exciting news of being named to the World Economic Forum’s Young Global Leaders program. Listen as Alejo explains how his work here at the UBS Chief Investment Office, along with his roles in academia and global think tanks, will shape his contributions to the program, plus what he plans to take away and apply from the experience. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Mar 19, 2023 • 36min
Feeding Ukrainian Refugees with World Central Kitchen
The UBS 2022 U.S. Philanthropy Forum took place from Monday, October 24 - Tuesday, October 25, 2022 in Austin, Texas. The theme of the event was to "Activate and Elevate Your Philanthropy" and brought together philanthropists from across the U.S. to inspire, empower and educate participants on how philanthropic aspirations can be converted into actions and results. Tune in for this session with Nicole Sebastian, a Senior Strategist with UBS Family Advisory and Philanthropy Services, in conversation with Celebrity Chef Marc Murphy.

Mar 16, 2023 • 43min
The Power of Investing in Proximate Leadership
The UBS 2022 U.S. Philanthropy Forum took place from Monday, October 24 - Tuesday, October 25, 2022 in Austin, Texas. The theme of the event was to "Activate and Elevate Your Philanthropy" and brought together philanthropists from across the U.S. to inspire, empower and educate participants on how philanthropic aspirations can be converted into actions and results. Tune in for this session with Jamie Sears, Head of UBS Community Impact Americas, in conversation with Tulaine Montgomery, Co-CEO of New Profit.

Mar 15, 2023 • 26min
Family Philanthropy Across Generations and Branches of a Family
The UBS 2022 U.S. Philanthropy Forum took place from Monday, October 24 - Tuesday, October 25, 2022 in Austin, Texas. The theme of the event was to "Activate and Elevate Your Philanthropy" and brought together philanthropists from across the U.S. to inspire, empower and educate participants on how philanthropic aspirations can be converted into actions and results. Tune in for this session with Sarah Salomon, Head of UBS Family Advisory and Philanthropy Services Americas, in conversation with Max Disney.