Paradigm Podcast UBS advisor podcasts

Paradigm Group will be joined this month by Dr. Silvia Mah, PhD, MBA for a conversation on how female business owners and founders can navigate and succeed in the current marketplace. Dr. Mah is Managing Partner at Stella Impact Capital, a seed-stage venture fund investing in diverse female founders building startups at the intersection of deep tech and impact. Dr. Mah has invested in over 130 startups with 6 exits and 1 IPO and is the founder & Chairwoman of Stella Labs, an accelerator for women-owned businesses. The team will discuss strategies female founders can deploy to successfully navigate through the difficult M&A landscape. Additionally, Paradigm Group is proud and excited to announce UBS’ sponsorship of the 2022 Women’s Venture Summit in September. Now in it’s third consecutive year, WVS is a two-day event connecting female founders to investors with the goal of boosting female founder’s access to capital and grow the number of women investing in these innovative, female-led companies. engaging:

Please join Paradigm Group and Lisa Snyder, Wealth Planning Strategist at UBS, for a conversation on how founders and executives can prepare for an upcoming liquidity event and how our team can help. Oftentimes founders of successful companies find themselves so entrenched with operating their business that they overlook the importance of adequate preparation. Lisa and the team will discuss the various steps business owners can take in advance of liquidity to put themselves in the best position possible for success after. The conversation will touch on startup equity compensation, gifting to family and charities, and what to do post-liquidity to reduce the taxable impact and maximize the return on years of hard work.

Please join Paradigm Group and Steve Studnicky, Head of Strategic Equity Solutions at UBS, for a conversation on how founders and executives can monetize their privately held shares. Concentrated stock positions often represent a significant portion of a business owner's wealth, especially during early stages of growth. Steve and the team will discuss strategies on how business owners can obtain liquidity without diluting their ownership position.

Please join Paradigm Group and Tom Cameron from UBS Asset Management for a conversation on cash and liquidity management. With short-term interest rates increasing, company founders and executives now have an opportunity to generate meaningful income on short term cash balances. Tom and the team will discuss the new environment for interest rates and walk through some strategies executives can deploy to capitalize on their liquidity in a conservative, risk-managed approach.

Paradigm Group is joined by Barry Selvidge, a partner at Newport LLC. Barry’s experience as a founder and executive enables him to provide unique insight and counsel to early stage and middle market companies hoping to accelerate growth and prepare for exit. The team will discuss the topic of forming advisory boards and how they can be beneficial to CEOs and business owners.

Colin is joined by Brandon Smith, CPA of Lindsay & Brownell, LLP for a conversation of the potential tax benefits of the Qualified Small Business Stock (QSBS) exemption. The team discusses what QSBS is, how business owners can use it, and provides an example of how impactful the potential tax savings can be.