UBS On-Air: Conversations

This month we examine the evolution of the green labor market landscape, along with a look at shareholder engagement when it comes to the energy transition. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Martin Grosskopf, Vice President & Portfolio Manager with AGF Investments. Host: Daniel Cassidy

Jennifer Neundorfer from January Ventures discusses the importance of family offices considering emerging managers in venture capital investments. They explore strategies for successful investments, the dynamics of family office partnerships, and the optimistic outlook for the venture landscape in 2024.

During Frieze Los Angeles week 2024, Matthew Newton, UBS Art Advisory Specialist, is joined in conversation by three phenomenal leaders in the art world: Erin Christovale, Curator at the Hammer Museum, Bridget Finn, Director, Art Basel Miami Beach, and Mary Rozell, Global Head of the UBS Art Collection at the Hammer Museum. The group discusses emerging art communities using Los Angeles as a lens.

Exploring the details and limitations of transferring excess funds from a 529 college savings plan to a Roth IRA after the Secure 2.0 Act, with a maximum lifetime rollover of $35,000 per beneficiary and various restrictions. Insights on complexities of Roth IRA rollovers, 529 accounts, rollover limits, income constraints, and state tax implications. Navigating the step-by-step process of requesting distributions from a 529 plan for Roth IRA rollovers, direct payments to the IRA custodian, and IRS reporting requirements. Understanding 529 account eligibility and compliance, seeking professional guidance for updates, and clarifying roles of UBS Financial Services Inc.

Our conversation outlines considerations when it comes to earmarking assets for tax-efficient retirement spending, along with those for inheritance and philanthropy. Featured are Ainsley Carbone, Retirement Strategist Americas, and Justin Waring, Senior Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Mark Tepsich, Family Office Design and Governance Strategist sits down with Judi Galst, Managing Director of Private Clients for Henley & Partners, to discuss Investment migration, the difference between residence and citizenship and the different ways clients can expand their citizenship options.

In this episode, we’re rejoined by Katherine Kroll of Brown Advisory for a discussion around the decarbonization of the shipping industry, and how this intersects with artificial intelligence. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Katherine Kroll, Director of Equity Research, Sustainable Investing with Brown Advisory. Host: Daniel Cassidy

Family Office Quarterly Deep Dive: There's compensation and then there is long-term compensation tied to alignment of the family offices objectives. Mark Tepsich, Family Office Design and Governance Strategist sits down Paul Westall and Tayyab Mohamaed, Agreus co-founders toto take a deeper dive on long-term compensation and the perspective of both family offices and employees and candidates.

Leora Zach, CFA, Client Solution Specialist for Family Office Solutions sits down with Gold Porter, Owner of Riveter Consulting Group to discuss hiring and staffing of lifestyle, domestic and administrative hires. Together, they discuss what families should look out for when hiring domestic and administrative staff as well as the salary expectations these hires often look for.

With a new year underway, we discuss what investors will be focused on and how factors spanning global elections to potential shifts in monetary policy might impact the sustainable investing landscape. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Lucy Thomas, Head of Sustainable Investing at UBS Asset Management. Host: Daniel Cassidy