UBS On-Air: Conversations

Our conversation today focuses in part on ESG-linked asset performance in 2021, relative to that of 2020, along with a look at some notable net-zero commitments from around the world, further updates on the regulatory front and more. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Alexis Deladerriere, Head of Developed International Markets Equity, Goldman Sachs Asset Management. Host: Daniel Cassidy

In our second episode on Family Meetings, Liam McCormick, Senior Strategist at Family Advisory and Philanthropy Services, discusses the unifying power of creating a family mission statement. He also talks about how our group works with clients and their families to form a Family Balance Sheet, which helps identify a familys True Wealth, the being its Human, Social and Spiritual Capital.

85 percent of wealth transitions fail due to a breakdown and communication and trust within a family and inadequate heir preparation. In this episode, Liz Cribbs, Senior Strategist at Family Advisory and Philanthropy Services, discusses one potential solution: Family Meetings. Family meetings are perfect forum for both ongoing discussions around wealth transitions and financial education. Tune in to learn more.

This week Judy Spalthoff, Head of Family Advisory and Philanthropy Services, is joined by Sara Deren, Founder and CEO of Experience Camps. Experience Camps is a non-profit organization that provides transformative experiences for grieving children, primarily through their one-week overnight summer camps. Sara shares what motivated her to begin the organization and provides insights for being a grief supporter for children and adults, alike.

Our conversation today will touch on the ways in which digital technologies have dramatically and rapidly changed our world, particularly since the start of the pandemic. Featured are Albert Tsuei, Senior Portfolio Manager of the Digital Transformation Strategy, and Tom Digenan, a Lead Equity Investment Specialist, UBS Asset Management. Host: Daniel Cassidy

Join Debra Phares, Senior Strategist on the Family Advisory and Philanthropy Services team, as she interviews Erik Stegman, Executive Director of Native Americans in Philanthropy. This national organization advocates for stronger and more meaningful investments by the philanthropic sector in tribal communities, and in this episode, Erik explores issues such as invisibility and the disparities these communities have faced throughout the pandemic. While stressing the importance of relatives and relations in indigenous cultures, Erik also outlines how donors can invest in Native led organizations to fuel strong futures for tribal communities.

Gail Simmons, the trained culinary expert, food writer, television personality, and Top Chef judge, sits down with the Head of Family Advisory and Philanthropy Services, Judy Spalthoff, to discuss her career and values that have fueled her work as a philanthropist. Sitting on the board of City Harvest and Hot Bread Kitchen, two NYC-based nonprofits, Gail tackles issues such as hunger, food waste, and female empowerment in the food industry. As she shares her mantra for giving, Gail discusses the role her own family has played in her life as a philanthropist and how this has informed decisions she makes as a parent. Featured are Gail Simmons, food writer and Top Chef judge, and Judy Spalthoff, Head of Family Advisory and Philanthropy Services.

Our conversation will walk you through the findings within the latest edition of the Own Your Worth report series, Building Bridges, Breaking Barriers. Featured is Carey Shuffman, Head of the Womens Strategic Client Segment, UBS Client Strategy Office. Host: Daniel Cassidy

In this conversation with Ainsley Carbone, Total Wealth Strategist, and Morgan Hyland, Wealth Planning Specialist, learn about why you should focus on budgeting, how to get started and how to find a balance between spending and saving.

When it comes to your financial life, it is important to make sure your financial plan and portfolio strategy are aligned. But, how are these two concepts related, why should conversations about them be ongoing and what are some strategies you should consider We will discuss all of that and more in the fourth segment of our Evolution of Advice podcast series. Featured are Steve Mattus, Head of Advisory and Planning Products, Emily Lau, Head of Wealth Planning Sales and Ashok Eastman, Head of Portfolio Advisory Group Americas. Host: Daniel Cassidy