UBS On-Air: Conversations

Client Strategy Office
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UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

  1. Planning Podcast Series: Planning for the LGBTQ Family

    25. Juni

    Planning Podcast Series: Planning for the LGBTQ Family

    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

    19 Min.
  2. 2026 Planning Guide podcast

    22. Mai

    2026 Planning Guide podcast

    Jacqueline Denton and Matt Fecteau from the UBS Advanced Planning Group join UBS Conversations to discuss the 2026 Planning Guide, new charitable income tax deduction rules, and qualified small business stock. Host: Daniel Cassidy

    10 Min.
  3. Sustainable Investing Perspectives: Renewable energy & Infrastructure trends

    11. März

    Sustainable Investing Perspectives: Renewable energy & Infrastructure trends

    A roundtable discussion on growing global demand and application trends in renewable energy and infrastructure, along with a look at technological innovations and investment considerations associated with these themes. Tiffany Agard, from the UBS CIO Investment Management Sustainable & Impact Investing team, is joined by Jay Dobson, UBS CIO Energy & Utilities Equity Strategist, and Chris Leslie, Senior Managing Director, Green Investments, at Macquarie Asset Management.

    32 Min.
  4. Sustainable Investing Perspectives: Shifts shaping portfolios in 2026

    3. Feb.

    Sustainable Investing Perspectives: Shifts shaping portfolios in 2026

    Sustainable investing is entering a new era, one where outcomes, resilience, and real-world impact sit at the center of portfolio construction. From equities to fixed income to alternatives, 2026 brings both structural challenges and compelling opportunities. Tiffany Agard and Andrew Lee, from the CIO Sustainable & Impact Investing team, share how investors can navigate these themes, where fundamentals are strengthening, and what it means to build portfolios equipped for the world we’re heading into.

    18 Min.
  5. Top of the Morning: Women and health - Challenges and opportunities

    23. Jan.

    Top of the Morning: Women and health - Challenges and opportunities

    The UBS Women and health reports examines the gender health gap - what it is, and how it affects women’s lives and financial wellbeing. We discuss these topics and highlight the rapid growth over the last few years in awareness around women’s health and in the startup scene of companies try¬ing to provide solutions. Featured is Marianna Mamou, Head of Advice Beyond Investing, UBS Chief Investment Office. Host: Daniel Cassidy

    12 Min.
  6. Top of the Morning: 2026 Roth catch-up explained

    21. Jan.

    Top of the Morning: 2026 Roth catch-up explained

    Our conversation spotlights an important retirement savings change taking effect in 2026 as part of the SECURE 2.0 Act. For certain high wage earners, catch-up contributions will be required to be made on a Roth basis, which means they’ll be taxed at the time of contribution rather than at withdrawal. Tune in to learn about what’s changing, why this matters, and what to do about it. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Head UBS Wealth Way Strategy & Solutions. Host: Daniel Cassidy

    14 Min.
  7. Family Office Solutions Podcast: AI and Family Offices - building the intelligence layer

    11.12.2025

    Family Office Solutions Podcast: AI and Family Offices - building the intelligence layer

    In this episode of the Family Office Solutions Podcast, host Mark Tepsich, a family office design and governance strategist, speaks with Rishi Bali, founder and CEO of OPCO.AI. The discussion focuses on how family offices can modernize their operating core without replacing existing systems. Rishi explains how an intelligence layer can unify fragmented platforms, operationalize investment policy statements (IPS) in real time, and reduce key-person risk. He also shares his background and the journey that led to creating OPCO.AI, offering insights into innovation and strategic partnerships for family offices navigating complexity.

    36 Min.
  8. Planning Podcast Series: Year-end planning strategies

    17.11.2025

    Planning Podcast Series: Year-end planning strategies

    Jennifer Lan and Chelsea Rubio from the UBS Advanced Planning Group join UBS Conversations to outline planning considerations to be mindful of as we approach year end, including income tax planning, wealth transfer planning, trust planning and administration, and charitable giving. Host: Daniel Cassidy

    9 Min.
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UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

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  • Erstellt von
    Client Strategy Office
  • Jahre aktiv
    2021 - 2026
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    269
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    © UBS AG
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    UBS On-Air: Conversations

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