7 episodes

Liz DeMontrond from the Young Lockwood Sauer Team at UBS in Houston interviews influential thinkers both inside and outside of the firm. We discuss markets, culture, planning, charity, sports, and overall lifestyle items with a special guest varying in each episode. Our goal with this series is to showcase the team's personality to our listeners and to enlighten with thought-provoking conversations across a diverse set of topics.

Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer Team UBS advisor podcasts

    • Business
    • 5.0 • 1 Rating

Liz DeMontrond from the Young Lockwood Sauer Team at UBS in Houston interviews influential thinkers both inside and outside of the firm. We discuss markets, culture, planning, charity, sports, and overall lifestyle items with a special guest varying in each episode. Our goal with this series is to showcase the team's personality to our listeners and to enlighten with thought-provoking conversations across a diverse set of topics.

    Market Outlook with Chris Wallis, Vaughan Nelson

    Market Outlook with Chris Wallis, Vaughan Nelson

    Liz DeMontrond and Barry Young sit down with Chris Wallis, CEO and CIO of Vaughan Nelson Investment Management. Chris provides us with his thoughts on different parts of financial and economic markets, as well as his take on moving to Houston from Boston, how the investment business has changed over the year, and the grade he would give the Federal Reserve for their performance over the past few years (spoiler alert: it's not an A).

    • 50 min
    Around the Turn with Bruce Davidson, Director of Golf forthe Friedkin Group

    Around the Turn with Bruce Davidson, Director of Golf forthe Friedkin Group

    Liz DeMontrond and Brian Sauer sit down with Bruce Davidson, Director of Golf for the Friedkin Group to talk golf. We discuss Bruce's thoughts on the sport right now, what the LIV controversy is really about, who he is watching as the sport's up-and-comers, and his favorite courses to play.

    • 23 min
    The Outlook for Global Real Estate with Jennifer Jones

    The Outlook for Global Real Estate with Jennifer Jones

    Liz DeMontrond and Barry Young host Jennifer Jones, Senior Portfolio Manager for UBS Asset Management's Global Real Estate Fund. Jennifer will walk us through dynamics at play in the global real estate market, which has experienced tremendous appreciation over the past 3 years. Jennifer will answer questions around opportunities in the asset class, areas of potential slowdown, and inflationary pressures.

    • 38 min
    Tennis is Back!

    Tennis is Back!

    Liz DeMontrond and Barry Young are excited for Tennis! The US Men's Clay Court Championship is back, and we have Tournament Director Bronwyn Greer and Tournament Chair Cynthia Adkins to tell us all about what is in store for April. This is going to be a historic event for a number of reasons, and we discuss everything from the history of the Tournament to all of the things we have to look forward to in April.

    • 25 min
    Energy Market Outlook with Brad Olsen, Recurrent Investment Advisors

    Energy Market Outlook with Brad Olsen, Recurrent Investment Advisors

    Liz DeMontrond and Charles Litton talk energy markets with co-founder and co-Portfolio Manager of Recurrent Investment Advisors, Brad Olsen. We discuss how certain events and "buzzwords" of 2021 shaped energy markets and what to expect ahead. Finally, Brad gives his take on the energy transition and the industry's focus on environmental impact.

    • 33 min
    A walk through the Menil Collection, featuring Senior Curator Michelle White

    A walk through the Menil Collection, featuring Senior Curator Michelle White

    Liz DeMontrond and Barry Young, from the Young Lockwood Sauer Team at UBS, host Menil Collection Senior Curator Michelle White for a diverting conversation on arts, culture, and legacy in Houston. Michelle will provide listeners with an overview and history of the Menil, insights specifically from the Niki de Saint Phalle exhibit currently on display, and a peek into what's next at the museum.

    • 31 min

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