UBS On-Air: Conversations

What options are available to philanthropists interested in establishing scholarship funds In this episode, Julie Binder, Senior Strategist in Family Advisory and Philanthropy Services, outlines the opportunities that are available, as well as the questions that should be answered, when considering whether or not to establish a scholarship fund.

With so much need in the world, what are some efficient ways to select nonprofit grantees In this episode, Nicole Sebastian, a Senior Strategist in the Family Office Solutions Group, provides thought critical questions to help givers think through nonprofit due diligence and the grantee selection process.

How does each generation approach charitable giving and what does the future of philanthropy look like In this episode, Sarah Salomon, Senior Strategists in Family Advisory and Philanthropy Services, outlines some of the trends that are influencing different generations and their decisions to give.

What kind of approaches can lead to more focused and impactful philanthropy In this episode, Sarah Salomon, Senior Strategists in Family Advisory and Philanthropy Services, talks about getting clarity on what and why people give. In doing so, she highlights how planned approaches to philanthropy are instrumental to the motivations and outcomes of one’s gifts.

What is the UBS Optimus Foundation and how is it unique In this episode, Nicole Sebastian, a Senior Strategist in the Family Office Solutions Group, shares how UBS is the only wealth management firm with a client-facing foundation, and details on the programs that drive its mission to help the most vulnerable populations around the world in the areas of children's health, education, child protection, social finance, and the environment.

Our conversation will bring you up to speed on the recent buzz behind NFTs and how the underlying technology might be applied outside of the world of digital art. Featured is Kevin Dennean, Technology and Communications Services Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation today will shed light on how to know when you have achieved financial freedom and the steps you can take in order to do so. Featured are Ainsley Carbone, Total Wealth Strategist Americas and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS Optimus Foundation Climate and Environment Strategy - A holistic approach to mitigating climate change by working with local communities and enhancing biodiversity conservation. This podcast takes a look at our strategy overall, and a deeper dive into a Collective focus on the mangroves in Southeast Asia. Featured are Hannah Wood, Program Director for the Environment portfolio with the UBS Optimus Foundation, and Julie Binder, Senior Strategist, Family Advisory and Philanthropy Services.

Our conversation today focuses in part on whether asset price inflation exists amongst green investments, the implications of the recent spike in bond yields to ESG-linked assets, what recent extreme weather events mean for sustainable investing and more. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Mitch Reznick, Head of Research and Sustainable Fixed Income International, Federated Hermes. Host: Daniel Cassidy

Emily Brunner, Senior Wealth Strategist, and Kristen Kostiw, Portfolio Strategist, discuss estate planning and investment strategies specific to female investors. To learn more, please reach out to your Financial Advisor for a copy of their whitepaper, “Matriarchs on the Rise”. UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability.