UBS On-Air: Conversations

Our conversations covers the efforts around global decarbonization, developments surrounding social justice, as well as regulation surrounding sustainable investing. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office and Joe Elegante, Portfolio Manager, UBS Asset Management.

Join Liam McCormick, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with John Inserra. John founded For Our Shared Humanity, a charitable non-profit organization created to shape and share an educational, cross generational voice focused on strengthening the indivisibility rooted in the common ground upon which we all walk. John decided to start his journey by walking from Westhope, North Dakota to Hope, Texas, a 1,700 mile hike over 120 days down spine of the USA which he called Walking the Middle. In this episode, John will share how he identified his purpose in retirement and began living his legacy one step at a time.

UBS Advanced Planning Group Year-End Planning Guide for 2021 - Join us for tips and insights for year-end planning. Featured are Brad Dillon and Todd Mayo, Senior Wealth Strategists, UBS Advanced Planning Group. Host: Daniel Cassidy

With the year-end quickly approaching and Giving Season in full swing, my guests outline some tips and strategies when it comes to gift giving as well as some tax considerations to be mindful of. Featured are Justin Waring, Investment Strategist Americas, UBS Chief Investment Office and Morgan Hyland, Wealth Planning Specialist, UBS Wealth Planning Sales. Host: Daniel Cassidy

Our conversation provides key takeaways from the recent COP26 Conference, and touches on other notable developments as it relates to workplace equality and inclusion as well as green transportation. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, as well as Cathrine de Coninck Lopez, Global Head of ESG for Invesco. Host: Daniel Cassidy

In acknowledgement of financial planning month, Bonnie Park, Head of Wealth Planning for UBS Wealth Management USA, shares some top life lessons on the value of planning. Host: Daniel Cassidy

Our conversation features Steve Mattus, Head of Advisory and Planning Products, Global Wealth Management Americas. Steve offers top recommendations for what financial advisors and their clients should be focusing on between now and the end of the year to ensure a thoughtful start to 2022 - and even gets into Super Bowl predictions. Host: Daniel Cassidy

Join Shawna Hamilton, Senior Strategist on the Family Advisory and Philanthropy Services team, in a discussion with Jamie Yuenger, Founder and Principal of StoryKeep, a media production company that specializes in creating films and private podcasts for multigenerational families of wealth. Jamie will share her passion for creating meaningful media for families and the importance of keeping ones life story.

Our conversation previews the COP26 Conference, outlines the key topics that will be covered and sheds light on the potential opportunities. Featured are Amantia Muhedini, CIO Sustainable Investing Strategist Americas, UBS Chief Investment Office and Michelle Dunstan, Chief Responsibility Officer, AB. Host: Daniel Cassidy

Hear UBS strategists explain how families navigate their business succession to reach their goals.