UBS On-Air: Conversations

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