UBS On-Air: Conversations

Hear UBS strategists discuss the power of talk and why it’s key to a successful business succession.

In this episode, Anne Lyons, Founder and CEO of Tapestry Associates, joins us to discuss recent trends and insights in the industry, what kinds of questions clients should consider during the search and hiring process, and strategies for retaining and incentivizing critical staff.

Our conversation will walk your through what to consider when it comes to work benefits, and how to think about these decisions in context of your longer-term financial plan and current financial needs. Featured are Ainsley Carbone, Total Wealth Strategist Americas and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

In this episode, we are joined once again by Jeremy Langlois, Partner and Head of Client Advocacy at Mirador, to discuss various 'use cases' for reporting solutions and benefits associated with them. This is the second podcast in a two-part series on consolidated performance reporting, with the first podcast shared advice and best practices for family offices about how to select the right reporting technology.

Malcolm Brogdon is a professional basketball player, but his true passion is helping others. When he is not on the court, Malcolm is committed to service, education, and advocating for clean water and quality education for all. Hear more about his story and the work of the Brogdon Family Foundation in the latest episode of ‘In conversation with’ hosted by Sarah Salomon, Head of Family Advisory and Philanthropy Services.

Our conversation focuses on the portfolio implications of more frequent extreme weather events around the world, how to think about and approach impact investing and some notable developments with respect to diversity and inclusion in corporate America. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office and Anthony Eames, Director of Responsible Investing, Calvert Research and Management. Host: Daniel Cassidy

Brian Formento of the Family Office Solutions Group is joined by Craig Thrasher, CFA, Portfolio Manager and Senior Research Analyst at Kayne Anderson Rudnick, sub-advisor of the Virtus KAR International SMID Cap strategy. In this podcast, Brian and Craig share how small cap international strategies may increase diversification and provide lower volatility for investors allocating internationally. Craig also shares his process for identifying companies and including names in the portfolio, as well as notable updates to the strategy.

Please join Debra Phares, Senior Strategist at Family Advisory and Philanthropy Services, and Mark Gerson, co founder of the Gerson Lehrman Group and Thuzio, and Chairman of African Mission Healthcare, for a conversation around philanthropy and Judaism. Through this Faith and Philanthropy initiative, UBS is offering a 100 percent match on all contributions made to the African Mission Healthcare program via the UBS Optimus Foundation through year end. Please contact your UBS Advisor to learn more. UBS is offering a 100 percent match on donations to African Mission Healthcare through the UBS Optimus Foundation through December 31, 2021. This 100 percent match will be offered for the first USD 9,000,000 raised.

Arising investment opportunities, global challenges, well considered perspectives, complementary to our research report The Future of Earth Lena Dente of UBS talks with Themis Themistocleous, Chief Investment Officer EMEA, Antonia Sariyska, Impact Investing expert, Charles Veasey, Head Sustainable Investing Communications, Elena Guglielmin, Credit Analyst, and Mark Haefele, UBS Chief Investment Officer.

The Family Office Masterclass podcast series, hosted by the UBS Family Office Solutions Group, ensures we are delivering our family office clients timely and relevant content. In this episode, we are joined by Anneke Stender, Executive Vice President of Plumb and the Founder of the Family Office Accounting and Bill Pay Division of Plumb, to discuss bill pay and bookkeeping solutions for family offices.