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UBS On-Air: Conversations

Client Strategy Office
Retirement Planning
Autism
Behavioral Finance
Employee Stock Ownership Plans
Mental Health
Tax Efficiency
Wealth Management
Emerging Art Communities
Financial Planning
Tax Strategy
UBS
Private Health Advisors
U.S. Healthcare System
Market Volatility
Financial Advisors
Inheritance Planning
529 College Savings Plans
Roth IRA
Special Needs Care
Wealth Transfer

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

PublishesTwice monthlyEpisodes258Founded5 years ago
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Artwork for UBS On-Air: Conversations

Latest Episodes

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, u... more

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.... more

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 ... more

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 Speci... more

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Recent Guests

Josh Gentine
Founder of Bench Consulting, a family enterprise governance consulting firm
Bench Consulting
Episode: The Family Office Participation Plan
Jeremy Langlois
Managing Director of Data Solutions for iCapital and co-founder of Mirador
iCapital
Episode: In conversation: Consolidated Reporting: A function whose time has come
Brad Taylor
President of Personal Lines and Practice Leader of the Fine Art and Special Risk Division
HUB International
Episode: The ARTicle Podcast: The Art of Protection – A conversation about fine art insurance
Amantia Muhedini
Sustainable & Impact Investing Strategist for the Americas at UBS
UBS
Episode: Sustainable Investing Perspectives with Dan Roarty (AllianceBernstein) & Amantia Muhedini (UBS CIO)
Dan Roarty
Chief Investment Officer for AB Sustainable Thematic Equities Team at AllianceBernstein
AllianceBernstein
Episode: Sustainable Investing Perspectives with Dan Roarty (AllianceBernstein) & Amantia Muhedini (UBS CIO)
Todd Mayo
Senior Wealth Strategist based in Boston
UBS
Episode: Planning Podcast Series: A look at the 2025 Planning Guide
Jacqueline Denton
Senior Wealth Strategist based in Nashville
UBS
Episode: Planning Podcast Series: A look at the 2025 Planning Guide
Chelsea Rubio
Associate Wealth Strategist based in Washington, D.C.
UBS
Episode: Planning Podcast Series: A look at the 2025 Planning Guide
Patrick McCurry
Partner at McDermott Will & Emery, specializing in family office structuring and compensation strategies.
McDermott Will & Emery
Episode: Long-Term Compensation Strategies for FO Executives (Part 1)

Host

Dan Cassidy
Host across several series, including UBS Conversations and Sustainable Investing Perspectives, bringing expertise in wealth management and financial strategies.

Reviews

4.6 out of 5 stars from 11 ratings
  • Terrible sound quality

    Content is good, sometimes very good, but audio quality is always terrible. They don’t bother to use a proper connection or microphone, instead, it sounds like everyone is calling in on a cell phone line.

    Doesn’t make any sense that people would set aside time to create the content, but then render it almost unlistenable. no other proper financial podcast that I listen to has such issues.

    Apple Podcasts
    2
    iPad_For_REAL_Work
    United States2 years ago
  • Great show.

    Very insightful.

    Apple Podcasts
    5
    Jishywa
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the insightful discussions and expert advice provided on various aspects of wealth management and personal finance.
Some listeners have expressed concerns about audio quality, stating that it detracts from the overall listening experience.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Sustainable Investing Perspectives with Tiffany Agard (UBS CIO) & Glen Yelton (Invesco)
Q: What are your thoughts on the near-term and longer-term impacts to sustainability themes?
There are opportunities for sectors to benefit from the current administration's policies on sustainable investing.
Sustainable Investing Perspectives with Tiffany Agard (UBS CIO) & Glen Yelton (Invesco)
Q: Would domestic production of solar panels benefit?
Yes, there is definitely an opportunity for domestic production, especially given the growth in local production capacity.
Sustainable Investing Perspectives with Tiffany Agard (UBS CIO) & Glen Yelton (Invesco)
Q: How do you see these announcements impacting both short-term and long-term dated securities?
The tariffs aren't playing out in a particularly identifiable way with sustainable credit opportunities, but impacts are sector-specific.
Sustainable Investing Perspectives with Tiffany Agard (UBS CIO) & Glen Yelton (Invesco)
Q: Tiffany, can you provide us with a bit of a recap to the recent tariffs and their impact on climate investments?
The news on tariffs has been a consistently moving target, particularly affecting sectors like solar panels and wind turbines.
Sustainable Investing Perspectives with Will Pomroy (Federated Hermes) & Amantia Muhedini (UBS CIO)
Q: What are your conversations with companies now amid the headlines?
Will shares that their discussions are still focused on human capital and workforce matters, emphasizing the challenges companies face in maintaining DEI efforts amidst economic pressures.

Audience Metrics

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Frequently Asked Questions About UBS On-Air: Conversations

What is UBS On-Air: Conversations about and what kind of topics does it cover?

The content primarily focuses on wealth management, family offices, sustainable investing, tax strategies, and financial literacy, offering insights and discussions from various experts in the field. Listeners can expect frequent conversations around the complexities of financial planning, safeguarding family assets, and current trends impacting wealth accumulation, such as governance in family businesses and evolving investment landscapes amidst regulatory changes. Each episode provides actionable advice, expert insights, and innovative strategies tailored for high-net-worth individuals and family offices, emphasizing the importance of a proactive approach in managing wealth and navigating financial systems.

One particularly noteworthy as... more

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Which podcasts are similar to UBS On-Air: Conversations?

These podcasts share a similar audience with UBS On-Air: Conversations:

1. UBS On-Air: Market Moves
2. Thoughts on the Market
3. The Markets
4. Insights Now
5. Barron's Live

How many episodes of UBS On-Air: Conversations are there?

UBS On-Air: Conversations launched 5 years ago and published 258 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on UBS On-Air: Conversations?

Recent guests on UBS On-Air: Conversations include:

1. Josh Gentine
2. Jeremy Langlois
3. Brad Taylor
4. Amantia Muhedini
5. Dan Roarty
6. Todd Mayo
7. Jacqueline Denton
8. Chelsea Rubio

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