UBS On-Air: Conversations

Our conversation focuses on how women can and why women should get more involved when it comes to long-term financial planning, as well as available resources and approaches to consider for how to do so. Featured are Carey Shuffman, Head of the Womens Strategic Client Segment, and Nicole Herman, Relationship Manager, Womens Strategic Client Segment, UBS Client Strategy Office, and Jean Dunn, Vice President and Client Loyalty Insights Leader, T.Rowe Price.

Our conversation focuses on the prospects and roadmap for reaching net-zero carbon emissions by the middle of the century, the implications of shifting consumer preferences to the food industry, cyberattacks and more. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, with the UBS Chief Investment Office, as well as Andrew Parry, Head of Sustainable Investments for Newton Investment Management. Newton Investment Management is an ESG investment affiliate firm of BNY Mellon. Host: Daniel Cassidy

Our conversation will walk you through the latest UBS Investor Watch, a study of almost four thousand high net worth investors across fifteen global markets. Our guests will share with you the findings from the research which sought out to uncover how the pandemic has changed investors goals and behaviors, and what they now value most. Featured are Dani Scherl, Global Thought Leadership Analyst with the UBS Client Strategy Office, Morgan Hyland, Wealth Planning Specialist with US Wealth Planning, and Amantia Muhedini, Sustainable Investing Strategist Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

Including children in family philanthropy can help ensure that the values of caring for others, sharing resources, solving problems, and giving back, are rooted in the family. In this episode of Family Insights, Sarah Salomon, Senior Strategist at Family Advisory and Philanthropy Services, discusses how parents can get started with engaging their children in philanthropy. She talks about the importance of identifying shared values and how families can learn from one another. She also shares how including children in family philanthropy can be a practical way of teaching kids about financial matters.

Our conversation focuses on inflation, though in context to ones retirement plan and some approaches to consider for planning your future spending accordingly. Featured are Ainsley Carbone, Total Wealth Strategist Americas, and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Join Judy Spalthoff, Head of Family Advisory and Philanthropy Services, in conversation with Heather Templeton Dill, President of the John Templeton Foundation. Heather discusses the role of spirituality in the inception of her family foundation, the significance of examining purpose in our lives, and the incredible stories of people that have been impacted through the foundations research on purpose.

On this edition, Bonnie and Lynette explore why sustainable investing is important to discuss during planning conversations. Featured are Bonnie Park, Head of Wealth Planning US, and Lynette Jefferson, Head of Sustainable Investment and Inclusive Investment Solutions, UBS Global Wealth Management. Host: Daniel Cassidy

Family meetings can provide a forum for members to openly share ideas, opportunities, and challenges, and make decisions in a truly collaborative manner. These meetings can also help nurture a familys human capital, uniting its members across generations with a shared purpose. This week, join Nicole Sebastian and Sarah Salomon, Senior Strategists at Family Advisory and Philanthropy Services, in their conversation with the Allen Family. In this episode, you will hear firsthand from Greg Allen, Mark Allen, and Claire Neal about their personal experiences with family meetings at UBS and how these meetings have helped shape their relationships, philanthropy, and legacy.

In this episode, Peter Lawson Johnston, Managing Partner at Guggenheim Partners, joins Judy Spalthoff, Head of Family Advisory and Philanthropy Services, to discuss the power, importance, and nuances of maintaining a family brand. The Guggenheim family began in the mining industry and grew in to a cultural and philanthropic force by sharing art with the world art and expanding to many other philanthropic endeavors. He speaks on the formula for his family's success and how serving on various boards with family members has allowed bonds to strengthen and create a shared mission despite the distance.

On this edition, Bonnie and Lynette do some myth busting when it comes to sustainable investing and financial planning. Featured are Bonnie Park, Head of Wealth Planning US, and Lynette Jefferson, Head of Sustainable Investment and Inclusive Investment Solutions, UBS Global Wealth Management. Host: Daniel Cassidy