UBS On-Air: Conversations

Our conversation covers the implications of the Russia-Ukraine war to energy sustainability, the new IPCC climate assessment and more. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office and Susan Gim, Client Portfolio Manager, Martin Currie. Host: Daniel Cassidy

Given the recent stock market volatility, Jennifer Lan, Senior Wealth Strategist with UBS Advanced Planning, discusses how to use assets that have decreased in value to make lifetime gifts. Capturing the potential ‘rebound’ in depressed assets outside of your taxable estate can be extremely beneficial and tax efficient. Listen as Jennifer provides several options and items to consider when using such techniques. Host: Daniel Cassidy

In Islam, there is a great emphasis on and many benefits associated with caring for orphans. In this episode, Sarah Veilex, UBS Optimus Foundation Program Director, shares some eye opening realities of children living in institutions, including the fact that 80 percent of children in orphanages have a living parent. Learn about the detrimental effects these institutions can have on children, as well as alternate solutions to be impactful with your charitable giving in this area.

Our seasons of planning series of conversations continues with a look at some considerations you should be mindful of during the spring season, namely estate planning and long-term care. Featured are Ainsley Carbone, Total Wealth Strategist Americas, and Katie Williams, Discovery Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Join Julie Binder, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with Andrea Jung, President and CEO of Grameen America. Andrea is the longest-serving female chief executive in the Fortune 500, a trailblazer for women, and long-term champion of women’s issues. She will share her passion for the work Grameen America does and the immense impact they have had. Founded in 2008, Grameen America builds on the legacy and proven model of Nobel Peace Prize Laureate Muhammad Yunus. Grameen America is a microfinance institution dedicated to helping women who live in poverty build small businesses to create better lives for their families. Since inception, the organization has invested over 1.7 billion USD to more than 133,000 low-income women across the United States through its unique social capital model.

A dive into the UBS 2022 Planning Guide and a look at tax management strategies and considerations for clients. Featured are Brad Dillon, UBS Advanced Planning, Justin Waring, UBS Chief Investment Office, and Sebastian Mainegra, UBS Asset Management. Host: Daniel Cassidy

Our conversation walks you through the seasons of planning series and considerations you should be mindful of when it comes to your financial plan throughout the course of the year, starting with the season of winter and some steps you can take today that will set you up for the year ahead. Featured are Ainsley Carbone, Total Wealth Strategist Americas and Katie Williams, Discovery Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

We continue with our series of retirement planning conversations as we offer guidance around what to do with your old 401k plan. Featured is Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation offers some takeaways and observations from the latest UBS Investment Sentiment Survey, including how investors feel about inflation, the prospects for market volatility, public policy initiatives and more. 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

Join Shawna Hamilton, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with Joe Blackstone about how his philanthropic journey began and continues in parallel with his entrepreneurial journey. In 1991, he founded Blackstone Consulting Inc. BCI, which he has grown into an international service provider supporting nearly 6,000 employees. Then in 2011, he founded the J3 Foundation in partnership with his wife, Jamie Mohn. Their foundation serves children and youth in the Los Angeles County schools with literacy support. Together they have set out on a mission to provide what they believe every child should have access and support to remain on track in school.