UBS On-Air: Conversations

Thomas S. Kaplan, Ph.D., Chairman and Co-founder of Panthera, joins Liz Cribbs, Senior Strategist in Family Advisory and Philanthropy Services, to share his passion for wild cat conservation, which is directly linked to supporting and protecting the surrounding habitats and ecosystems. Throughout his story, Tom shares the pain points of wildlife trafficking and environmental harm, as well as how he built a network of powerful partners who have helped him keep his personal vow: to give back to what he loves, cat conservation. Featured are Liz Cribbs, Senior Strategist, Family Advisory and Philanthropy Services, and Thomas S. Kaplan, Ph.D., Chairman and Co-founder of Panthera.

Learn about the components of and findings within The Future of Earth publication from the UBS Chief Investment Office. Featured are Laura Kane, Head of Thematic Research Americas, and Amantia Muhedini, Sustainable Investing Strategist Americas, with the UBS Chief Investment Office. Moderated by Julia Tomei, Sustainable Investing Solutions Product Manager, UBS Global Wealth Management Americas.

In this weeks episode of In conversation with, Sarah Salomon, a Senior Strategist in Family Advisory and Philanthropy Services, is joined by Lisa Greer. Lisa is a philanthropist, entrepreneur, and author of the best-selling book Philanthropy Revolution How to Inspire Donors, Build Relationships and Make a Difference. Tune in to hear Lisa discuss the shift towards donors giving over longer time horizons, the need to activate younger generations, and the benefits that can come from more transparency between donors and nonprofits. Featured are Sarah Salomon, Senior Strategist, UBS Family Advisory and Philanthropy Services and Lisa Greer, Author Philanthropy Revolution

Our conversation today focuses in part on recent regulatory developments, both in the US and Europe, along with the role that ESG can play during the upcoming voter proxy season. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Anthony Eames, Director of Responsible Investment Strategy, Calvert Research and Management. Host: Daniel Cassidy

In this weeks episode, Judy Spalthoff, Head of Family Advisory and Philanthropy Services, sits down with 1 800 Flowers founder, Jim McCann, to discuss his journey as a florist and philanthropist. Throughout his story, Jim emphasizes the importance of work ethic and purpose, two family values that led to the eventual creation of Smile Farms, a non-profit that seeks to employ young adults and adults with developmental disabilities. Jim shares how philanthropy can lead to improved outcomes for underserved individuals while also uniting ones own family. Featured are Judy Spalthoff, Head of UBS Family Advisory and Philanthropy Services, and Jim McCann, Founder of 1 800 Flowers

Jennifer Risher, a beneficiary of the dot-com boom and author of We Need to Talk: A Memoir about Wealth, joins Judy Spalthoff, Head of Family Advisory and Philanthropy Services, to break down the stigma around talking about wealth. While wealth can make it easier to support a family, open communication is what makes a family flourish. In this episode, Jennifer talks about her book and her own experiences as a means to navigate relationships and demystify wealth. Featured are Judy Spalthoff, Head of UBS Family Advisory and Philanthropy Services, and Jennifer Risher, Author, We Need to Talk: A Memoir about Wealth

What is the UBS Optimus Foundation COVID-19 Response Fund and how is it amplifying impact to combat the pandemic In this episode, Nicole Sebastian, Senior Strategist in Family Advisory and Philanthropy Services, discusses the prevalent issues of food insecurity and malnutrition with Raymond Debbane, Chairman of Action Against Hunger. These challenges have been further exacerbated by the pandemic, and as a grant recipient of the UBS Optimus Foundation COVID-19 Response Fund, Mr. Debbane will share how Action Against Hunger is on the front lines as the worlds hunger specialist and leader in a global movement that aims to end life-threatening hunger.

What is a giving vehicle In this episode, Julie Binder, a Senior Strategist in Family Advisory and Philanthropy Services, explains the similarities and differences between two of the most common types of donor directed charitable giving vehicles; a donor advised fund and a private foundation.

What should be considered when establishing a private foundation In this episode, Nicole Sebastian, a Senior Strategist in the Family Office Solutions Group, shares best practices on family governance topics, such as structuring a board, staffing responsibilities, and regulatory requirements.

What is venture philanthropy and how does it differ from traditional forms of philanthropy In this episode, Nicole Sebastian, Senior Strategist in Family Advisory and Philanthropy Services, explains everything from the origins of venture philanthropy, to its core principles, and the benefits it could hold for the future.