UBS On-Air: Conversations

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.

This conversation explores the challenges that women primary breadwinners face by embracing their financial clout, and how we can change this dynamic to support women on the path to greater financial participation. Featured is Nicole Herman, Women’s Strategic Client Segment Relationship Manager. Host: Shiavon Chatman

In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy

Our conversation explains how artificial intelligence supports sustainability, the impact of global investment in the development of hydropower, and how the LGBTQ community helps drive innovation and profitability. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Katherine Kroll, Director of Equity ESG Research and Strategy with Brown Advisory. Host: Daniel Cassidy

In this episode, we discuss transition and exit strategies for business owners. Erik Seeney, Wealth Planning Strategist, UBS is joined by James Jack, Head of Business Owners and Multi-Gen Segments, UBS who will share key insights that include: How UBS supports business owners and the Financial Advisors that serve them. Important areas of focus as a Business Owner prepares to exit their business. The pitfalls of failing to plan for the exit of a business.