UBS On-Air: Conversations

Client Strategy Office
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  • BUSINESS NEWS
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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. Top of the Morning: Women and health - Challenges and opportunities

    JAN 23

    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
  2. Top of the Morning: 2026 Roth catch-up explained

    JAN 21

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

    12/11/2025

    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
  4. Planning Podcast Series: Year-end planning strategies

    11/17/2025

    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
  5. Top of the Morning: Year-end planning priorities - Retirement and tax strategies

    11/05/2025

    Top of the Morning: Year-end planning priorities - Retirement and tax strategies

    Join Justin Waring, Head of UBS Wealth Way Strategy and Solutions, as he outlines year-end planning priorities and what?s on the horizon for retirement and tax strategies in 2026. Whether you are decades away from retirement, getting ready to transition to retirement, or already enjoying your retirement years, the end of the year is an ideal time to review your plan for both risks and new opportunities. Host: Daniel Cassidy

    20 min
  6. Cybersecurity for Family Offices: Safeguarding Wealth in a Digital World

    10/31/2025

    Cybersecurity for Family Offices: Safeguarding Wealth in a Digital World

    In honor of Cybersecurity Awareness Month, this episode of the Family Office Solutions podcast explores the rising threat landscape facing family offices and ultra-high-net-worth individuals. Host Mark Tepsich, Family Office Design and Governance Specialist for Family Office Solutions is joined by Sarah Rosen, Managing Director and Head of Strategic Partnerships at Blackcloak, a cybersecurity and privacy firm within the UBS Professional Network. Together, they unpack the unique vulnerabilities family offices face - from fragmented digital footprints to personal device risks - and offer actionable strategies to build a robust cybersecurity framework. Whether you're just beginning to explore cybersecurity or looking to strengthen existing protocols, this episode provides essential insights to protect both institutional and personal assets.

    22 min
  7. Sustainable Investing: Themes in focus, Portfolio construction, Climate Week

    09/29/2025

    Sustainable Investing: Themes in focus, Portfolio construction, Climate Week

    A look at longer-term investment themes, portfolio construction considerations, and how to measure climate impact. Pus, a look at critical conversations had during Climate Week in New York. Featured is Tiffany Agard, Sustainable and Impact Investing Strategist, UBS CIO Global Investment Management, & Jens Peers, CIO of Sustainable Equities, Mirova.

    21 min
  8. The OBBB Effect: How One Big Beautiful Bill Is Reshaping Philanthropy

    08/19/2025

    The OBBB Effect: How One Big Beautiful Bill Is Reshaping Philanthropy

    Discover how the One Big Beautiful Bill (OBBB) is reshaping philanthropy. Host Isaac Chota (UBS) and guest Gil Nusbaum (National Philanthropic Trust) discuss new charitable giving rules like the 0.5% AGI threshold, a 35% cap on itemized deductions, updates to corporate giving and SALT limits, and the evolving role of donor-advised funds. Learn what these changes mean for donors and advisors. Featured: Isaac Chota, Donor Advised Fund Product Manager, and Gil Nusbaum, Chief Administrative and Legal Officer, National Philanthropic Trust.

    15 min
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Ratings & Reviews

4.5
out of 5
8 Ratings

About

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

Information

  • Creator
    Client Strategy Office
  • Years Active
    2021 - 2026
  • Episodes
    265
  • Rating
    Clean
  • Copyright
    © UBS AG
  • Show Website
    UBS On-Air: Conversations

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