UBS On-Air: Conversations

In the wake of recent developments surrounding the US budget resolution, we explain how you can determine whether it might be the right time to consider harvesting your capital gains. Featured is Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation focuses on the current supply and demand dynamic for SI bonds, legislative developments within the EU, takeaways from the 2021 proxy season and more. Featured is Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Alex Hirsch, Sustainable Investing Team, BlackRock. Host: Daniel Cassidy

Our conversation will offer a look at US retailer and consumer brand Q2 results, trends from the back-to-school shopping season and how to think about allocation within the consumer discretionary sector. Featured is Rob Samuels, Consumer Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation will walk you through distribution strategies to help you reduce taxes and make the most of your retirement assets. Featured are Ainsley Carbone, Total Wealth Strategist Americas and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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 Ari Warsawski, Director of Sales at XO Global LLC, to discuss the different options available for flying private, factors clients should consider when deciding on the right solution, and some common pitfalls and oversights to be mindful of.

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 Adam Jackson, CEO of 360 Privacy, to discuss cybersecurity best practices and how UHNW individuals and families can control their personal information.

Please join Julie Binder, Senior Strategist on the UBS Family Advisory and Philanthropy Services team, in conversation with Tiloma Jayasinghe, President and CEO of Community Resource Exchange CRE, and Philip Li, President and CEO of the Robert Sterling Clark Foundation. CRE partners with nonprofit organizations, providing support and tools needed to ensure effective leadership, high performing staff, financial stability and impactful programs to serve their communities. In this episode, Tiloma and Philip discuss non-profit consulting, leadership development, and the unique opportunity that we to build a better future during these changing times.

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 Brian Formento, Portfolio Strategist, and Tom Cameron, Executive Director, Global Liquidity Management, UBS Asset Management, about managing liquidity and cash positions on the balance sheet.

Our conversation focuses on the potential road ahead for US infrastructure legislation, recent developments surrounding and adoption of hydrogen, and sustainable investing outside of traditionally green themes. Featured are Michelle Laliberte, Thematic Investment Associate Americas, UBS Chief Investment Office and Amy Farrell, Sustainable Investing Specialist, UBS Asset Management. Host: Daniel Cassidy

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 Jeremy Langlois, Partner and Head of Client Advocacy at Mirador, to discuss consolidated performance reporting, and advice and best practices about how to select the right reporting technology.