Winged & Ready

UBS advisor podcasts
  • 5,0 (2)
  • Tin tức kinh doanh

Using real stories to understand the pivotal moments and critical skills to get you and your business winged and ready to take flight, move nimbly and stop waiting (in the wings).

  1. 27 thg 4

    Joseph Sciortino - "Go Ahead, Take Credit” Part II

    Private credit is back in the headlines, so I sat down with Joe Sciortino to separate clickbait, misconceptions, and noise from the fundamentals that matter. In this episode of Winged & Ready, I reconnect with Joe Sciortino, Head of Private Credit at UBS, to revisit our private credit conversation from about a year ago.Since then, private credit has been the subject of increased attention, headlines, and clickbait, often with limited context. Rather than repeating Private Credit 101, we focus on what has changed in the market, what has not, and how experienced investors separate myths and misconceptions from underlying fundamentals. Joe shares how private credit portfolios are evaluated, how risk and liquidity are assessed, and how themes such as valuation, payment‑in‑kind, redemptions, and volatility are monitored in practice. We also discuss why headlines do not always reflect portfolio reality, and how investors think through private credit across market cycles. If you are new to private credit, I recommend listening to our earlier episode first. This conversation builds on that foundation and is designed to support more informed discussions around private markets.

    37 phút

  2. 11/11/2025

    Madineyah Isaacs - "Yes, Yes, Yes!"

    Certified Life Coach Madineyah joins Winged & Ready to discuss her powerful blend of practical, psychological, and energy wisdom. With over a decade of experience, she specializes in helping growth seekers who feel stuck or lost move swiftly toward their goals. If you’re ready to trade stress and self-doubt for clarity, inner peace, and empowered living, tune in. Madineyah reveals her unique and intuitive approach for achieving rapid transformation and deep life satisfaction.

    1 giờ 2 phút

  3. 04/11/2025

    Steve Panzik - "From Fine to Fearless"

    Steve Panzik, founder of Power Ten Fitness Club, lives by the principle that defines his gym: push through and give 110%. Inspired by the rowing term “Power Ten”—ten strokes of your absolute best effort—Steve has applied this philosophy to every part of his life. From devoted husband and father to ultra-runner, his journey is proof that greatness starts where comfort ends. In this episode, we dive into how Steve transformed his life from “fine” to extraordinary. Get ready to challenge your limits, embrace discomfort, and discover what happens when you commit to giving your all. Tune in—and take your first Power Ten toward the life you want.

    1 giờ 15 phút

  4. 13/08/2025

    Justin Waring - Stop Monkeying Around

    Most investors are unaware how behavioral biases can wreak havoc on their portfolio's outcomes. In this episode of Winged & Ready guest Justin Waring goes through a few common behaviors that set investors back and how they can be addressed by ultimately reducing the role of luck in investments. Justin is an investment strategist in the Chief Investment Office and spends his career studying behaviors and helping clients experience optimal outcomes.

    24 phút

  5. 04/08/2025

    Paul Hsiao - "Oh Be Be Be"

    Paul Hsiao is back on Winged & Ready to take us through the latest tax bill recently signed into law- bringing both new incentives and new challenges for business owners to face. Listen to this clean breakdown of the effects of OBBB for the economy today, tomorrow and years to come.

    26 phút

  6. 21/07/2025

    James Jack - "Time, Treasure and Taxes"

    James Jack is a Managing Director and Head of the Business Owners Segment at UBS. As the founder of this group he has dedicated much of his life to helping business owner clients plan and prepare for one of the most significant moments of their lives: selling a business. This episode digs into how time, personal treasure and taxes can make or break the success of a sale. Advice for all founders, entrepreneurs and closely held businesses: James explains why it is never too early to start planning an exit, but it is often too late! Keep dollars in your pocket by putting plans in place.

    24 phút

  7. 14/05/2025

    Avi Sinensky - "Exit Right: The Five P's"

    Calling all founders! Avi Sinensky walks us through his Five P's to a successful deal transaction and as a passionate corporate law practitioner he knows their positive impact firsthand. He is a Partner in Rivkin Radler’s Corporate Practice Group with a broad-based transactional practice with extensive experience advising business owners and investors on a wide variety of corporate transactions and corporate governance matters across a broad range of industries and throughout all stages of the business life cycle. Listen and learn!

    32 phút

  8. 15/04/2025

    Natalie McVeigh- "Speak it as Truth"

    Happiness and conflict - do they coexist? They do with Natalie McVeigh, who is certified both as a happiness trainer and mediating conflicts. Why? She helps family offices, family businesses and multinational corporations reach the unique and optimal point of functioning for results, especially during transition. Frequently speaking on topics of family dynamics, the neuroscience of trust, and emotional intelligence, she is recognized both nationally and internationally. Natalie’s expertise is in complex conflict resolution, trained at Harvard Law School’s Program on Negotiation, so listen in on this conversation and learn to 'speak it as truth' to get lasting results!

    24 phút
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Xếp Hạng & Nhận Xét

5
/5
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Giới Thiệu

Using real stories to understand the pivotal moments and critical skills to get you and your business winged and ready to take flight, move nimbly and stop waiting (in the wings).

Thông Tin

  • Nhà sáng tạo
    UBS advisor podcasts
  • Năm hoạt động
    2022 - 2026
  • Tập
    25
  • Xếp hạng
    Sạch
  • Bản quyền
    © UBS AG
  • Trang web chương trình
    Winged & Ready