UBS On-Air: Conversations

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.