UBS On-Air: Conversations

Mark Tepsich, Family Office Design and Governance Specialist, joins Chuck Costanza to share insights on protecting digital footprints and offer best practices for cyber security. They discuss firewalls, securing endpoint devices, identity theft prevention, cyber security tips for travelers, and strategies for safeguarding against cyber attacks.

We touch on takeaways from the 2023 voter proxy season, the overall health of the ESG, Sustainable fund landscape, as well as sustainability themes to consider for your portfolio. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas with the UBS Chief Investment Officer, and Dan Roarty, Chief Investment Officer for Sustainable Thematic Equities at AllianceBernstein. Host: Daniel Cassidy

Join us for a conversation with Stephanie Nuesi and Melinda Hightower, Head of Multicultural Strategic Client Segments at UBS. Stephanie shares her journey as a 24-year-old founder and CEO, her rise as a content creator, and how you don’t have to wait for success.

In this podcast, Leora Zach, Client Solution Specialist for Family Office Solutions, has a conversation with NextSparc, a family office focused on providing equity and sponsorship to growing businesses across the country, about how their family office is structured and how they go about making investment decisions.

Join us for a conversation with Michael Roberson and Melinda Hightower, Head of the Multicultural Client Segment at UBS. Michael shares the history of ballroom as a freedom movement and how it continues to commemorate the journeys of Black and Latinx LGBTQ+ communities. Host: Shiavon Chatman

Our conversation walks you through some key provisions for plan sponsors and individuals, as well as a look at what is coming down the pike in the way of provisions for the year ahead. Featured are Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office, and Bonnie Treichel, Founder and Chief Solutions Officer of Endeavor Retirement. Host: Daniel Cassidy

Mark Tepsich, UBS’s Senior Strategist for Family Office Solutions, sits down with the Agreus Group, Paul Westall and Tayyab Mohamed, to discuss family office staffing and compensation insights.

We touch on regulatory and legislative actions within Europe aimed at sustainability, notably as it relates to final ESG disclosure rules under the Corporate Sustainability Reporting Directive (or CRSD), along with the global investment implications surrounding the Nature Restoration Law. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas with the UBS Chief Investment Officer, and Nikita Singhal, Co-Head of Sustainable Investment & ESG at Lazard Asset Management. Host: Daniel Cassidy

Join us for a conversation with Jesse Martinez and Melinda Hightower, Head of the Multicultural Client Segment at UBS. Jesse shares his work supporting Latinx startup founders and how non-coastal tech hubs are key to inclusive growth.

We explain what’s behind increased traction in anti-ESG legislation, how countries and companies are leveraging technology to achieve net-zero targets, as well as the economic and societal implications of extreme weather events. Plus, our guests share their favorite sustainability-related summer reads. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office, and Mitch Reznick, Head of Sustainable Fixed Income at Federated Hermes. Host: Daniel Cassidy Recorded on July 11, 2023.