PODCAST · news
UBS On-Air: Conversations
by Client Strategy Office
UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere
Episodes
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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
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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
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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...
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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…
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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…
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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...
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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.…
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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...
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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...
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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…
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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…
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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...
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Planning topics to consider after the One Big Beautiful Bill Act
Advanced Planning Senior Wealth Strategists, Jacqueline Denton and Laura Chooljian discuss various estate tax, income tax, charitable, and other planning strategies that individuals may wish to consider in light of the recent federal tax law changes.
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The Family Office Participation Plan
In this episode, Mark Tepsich, Family Office Design and Governance Strategist for UBS Americas, is joined by Josh Gentine. Josh is the founder of Bench Consulting, a family enterprise governance consulting firm. The discussion is in regard to Family Participation Plans, which is based off an...
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Macro Monthly Podcast with UBS Asset Management
Join Evan Brown, Head of Multi-Asset Strategy and Portfolio Manager for UBS Asset Management, for an assessment of the current macro and geopolitical environment. Recorded on 25.07.01
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Around the Horn: Fixed Income Roundtable with UBS Asset Management
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.
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Macro Monthly Podcast with UBS Asset Management
Join Evan Brown, Head of Multi-Asset Strategy for UBS Asset Management, for an assessment of the macro environment as we head into the mid-point of 2025. Recorded on 25.06.09
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In conversation: Consolidated Reporting: A function whose time has come
Jeremy Langlois of iCapital discusses juggling his hockey career while developing Mirador with CEO Joe Larizza, the value of consolidated reporting and data mining for family offices today, ways the industry is evolving and more with UBS Client Specialist Kristen Liller.
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Top of the Morning: A “Spending waterfall” to fund your retirement lifestyle
Learn about how retirees can manage taxes when withdrawing from their accounts in retirement to ultimately improve their after-tax growth potential. Featured are Justin Waring, Senior Total Wealth Strategist, & Ainsley Carbone, Retirement Strategist, UBS Chief Investment Office. Host: Daniel Cassidy
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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
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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
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The ARTicle Podcast: The Art of Protection – A conversation about fine art insurance
On this episode of the ARTicle Podcast, Matthew Newton sits down with Bradley Taylor of HUB International to unpack the evolving complexities of insuring fine art collections in an era of heightened risk. Whether you are a seasoned collector or just getting started, this episode offers timely...
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Sustainable Investing Perspectives with Tiffany Agard (UBS CIO) & Glen Yelton (Invesco)
A discussion around the impact of President Trump's tariffs on climate-related investments. Featured are Tiffany Agard, Sustainable and Impact Investing Strategist Americas with the UBS Chief Investment Office, and Glen Yelton, Global Head of Sustainable Investing Services with Invesco. Host:...
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Top of the Morning: Annuity income as part of your retirement strategy
Justin and Ainsely outline the considerations for adding annuity income as part of one’s retirement strategy, along with explain the current appeal of annuities, and steps investors can take in order to make a plan. Featured is Justin Waring, Senior Total Wealth Strategist, & Ainsley Carbone,...
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In conversation: John Mathews & Neil Malik, K1 Investment Management
John Mathews and Neil Malik from K1 Investment Management had a conversation on various topics, including the inception of K1, key lessons learned early in Neil Malik's career, and the biggest trends shaping the enterprise software space in the next 5-10 years. Additionally, they touched on the...
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In conversation: John Mathews & Chris Davis, Davis Advisors
John Mathews had an insightful conversation with Chris Davis, Chairman and Portfolio Manager of Davis Advisors. During their discussion, Chris Davis shared his perspectives on market volatility, geopolitical events, emotion-based investment decisions, and intergenerational wealth transfer.
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Sustainable Investing Perspectives with Will Pomroy (Federated Hermes) & Amantia Muhedini (UBS CIO)
In the wake of International Women’s Day on Mar 8, Amantia Muhedini from the UBS Chief Investment Office was joined by Will Pomroy of Federated Hermes for a discussion around US companies pulling back workforce diversity and inclusion policies, along with how investors are separating noise from...
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UBS Conversations: How Consumerism Plays a Key Role in the Wealth Gap
This conversation focuses on how a financial advisor’s upbringing can influence client service, as well as how consumerism plays a key role in wealth disparities for Black Americans. UBS Financial Advisor, Harry LaRosiliere, shares insight into possible solutions for this issue. Host: Shiavon...
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Top of the Morning: Strategies to improve your after-tax wealth potential
Many investors want to know the possibility of changes to federal income tax policies, and what the changes might mean for their personal tax burden. However, it's not just the future of taxes and tax policy that matters, it's where your income level falls along the income brackets that…
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Macro Monthly Podcast with UBS Asset Management
Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global macro environment, and markets.
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Sustainable Investing Perspectives with Dan Roarty (AllianceBernstein) & Amantia Muhedini (UBS CIO)
We discuss the European Union Omnibus regulations, along with Trump administration executive orders that have attracted attention to the sustainability landscape. Featured in-studio are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas with the UBS Chief Investment Office, and...
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Planning Podcast Series: A look at the 2025 Planning Guide
Advanced Planning Senior Wealth Strategists, Todd Mayo and Jacqueline Denton and Associate Wealth Strategist, Chelsea Rubio, sit down with Dan Cassidy to discuss meaningful planning insights from this year’s guide.
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Macro Monthly Podcast with UBS Asset Management
Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global macro environment, and markets.
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Top of the Morning: 2025 Retirement Guide
With a new year underway, Ainsley and Justin rejoin the conversation to explain what retirees, along with those preparing for retirement, should know in 2025. These considerations span social security and Medicare, to long-term care costs, estate planning, and more. Featured are Ainsley Carbone,...
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Around the Horn: Fixed Income Roundtable with UBS Asset Management
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.
-
Macro Monthly Podcast with UBS Asset Management
Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global macro environment, and markets.
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House Call: Talking Equity Markets with UBS Asset Management
Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist.
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Around the Horn: Fixed Income Roundtable with UBS Asset Management
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.
-
Macro Monthly Podcast with UBS Asset Management
Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global macro environment, and markets.
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Top of the Morning: Long-term care costs and solutions
We spotlight the latest Modern Retirement Monthly publication which breaks down the associated costs of long-term care, along with solutions to consider. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Senior Total Wealth Strategist, UBS Chief Investment Office. Host…
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Sustainable Investing Perspectives: COP29 preview
On this episode, Andrew Lee and Lucy Thomas preview the upcoming COP29 (2024 United Nations Climate Change Conference) in Baku, Azerbaijan, including a look at the top agenda items that will be covered at this year’s conference, namely Climate Finance. Featured are Andrew Lee, Head of Sustainable...
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House Call: Talking Equity Markets with UBS Asset Management
Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist.
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Macro Monthly Podcast with UBS Asset Management
Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global macro environment, and markets.
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Long-Term Compensation Strategies for FO Executives (Part 2)
Mark Tepsich, Family Office Design and Governance Strategist sits down with Patrick McCurry, Partner at McDermott Will & Emery, to discuss common types of long-term compensation plans for family offices and their key executives. The conversation compares and contrasts different compensation...
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Long-Term Compensation Strategies for FO Executives (Part 1)
Mark Tepsich, Family Office Design and Governance Strategist sits down with Patrick McCurry, Partner at McDermott Will & Emery, to discuss common types of long-term compensation plans for family offices and their key executives. The conversation compares and contrasts different compensation...
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Around the Horn: Fixed Income Roundtable with UBS Asset Management
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.
-
House Call: Talking Equity Markets with UBS Asset Management
Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist.
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Advanced Planning Podcast: 2024 Year-End Planning Strategies
The UBS Advanced Planning Team has just released their 2024 Year-End Planning Strategies whitepaper. Join Senior Wealth Strategist, Jennifer Lan, and Wealth Strategist, Premini Scandurra as they highlight specific topics within the whitepaper, including, charitable giving, the Corporate...
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Advanced Planning Podcast: Tax Law Developments
Tune in to hear Ann Bjerke, Head of the UBS Advanced Planning Group, speak with Senior Wealth Strategist, Rebecca Sterling, about the scheduled sunset of various income tax laws.
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House Call: Talking Equity Markets with UBS Asset Management
A monthly check on US equity market performance and positioning considerations with Jeff Hans, Senior Portfolio Manager, and Dominic Schagar, Senior Equity Investment Specialist with UBS Asset Management.
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Frequently Asked Questions
How many episodes does UBS On-Air: Conversations have?
UBS On-Air: Conversations currently has 50 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is UBS On-Air: Conversations about?
UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere
How often does UBS On-Air: Conversations release new episodes?
UBS On-Air: Conversations has 50 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to UBS On-Air: Conversations?
You can listen to UBS On-Air: Conversations on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts UBS On-Air: Conversations?
UBS On-Air: Conversations is created and hosted by Client Strategy Office.
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