A deep dive into understanding Hispanic women’s preparedness when it comes to budgeting, retirement planning and making other major financial decisions. Featured: Isabel Oropeza, Project Manager for the Women’s Segment, UBS. Host: Shiavon Chatman

Today’s conversation focuses on wealth and retirement planning for the Hispanic community, and any gaps in between. Featured is Andrea Santos Morales, Head of Wealth planning, International Division, UBS. Host: Shiavon Chatman

Achieving circularity in order avoid material waste is not a one-size-fits all approach for companies - we discuss how companies are effectively achieving circularity, the hurdles that exist, and the scope of global demand for alternative materials, most notably plastic alternatives. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office, and Martin Grosskopf, Vice President & Portfolio Manager with AGF Investments. Host: Daniel Cassidy

UBS Art Advisory Specialist, Matthew Newton, is joined by Mari-Claudia Jimenez, Chairman, President, Americas, and Head of Global Business Development at Sotheby’s, to discuss the headline sale of the fall 2023 auction season, the Emily Fisher Landau collection. One of the most substantial collections of 20th Century and contemporary art to go to auction, the sale this November provides a backdrop for families and individuals to learn about an important consideration in a collection’s lifecycle: the estate consignment process.

Join us for a conversation with Alicia Brooks, Client Solutions & Development Marketing Lead, and Melinda Hightower, Head of Multicultural Strategic Client Segments. Alicia shares the latest insights from the Invest to Advance report on how multicultural families are investing for living, giving and the next generation.

This conversation focuses on what it means to retain and ‘age proof’ our most valuable asset - our brain. Vice President and Managing Director of Applied Insights at Hartford Funds, Bill McManus joins us to discuss how lifestyle choices can control how mind functions and the quality of our mental health. Host: Shiavon Chatman

In this episode, Erik Seeney, Wealth Planning Strategist, UBS is joined by Melissa Lilly, Wealth Planning Strategist, UBS who will share best practices regarding Name, Image, and Likeness for student athletes - An update on the regulation, policy and legal changes regarding Name, Image, and Likeness laws. Understanding the revenue sources fueling the Name, Image, and Likeness endorsements. Key considerations for parents, athletes and their advisors when planning for endorsement compensation.

Listen to the authors of the 2023 Year-End Guide, Jennifer Lan and Premini Scandurra as they share their thoughts on some selected planning ideas from the guide. Jennifer is a Senior Wealth Strategist based in Dallas, TX, and Prem is a Wealth Strategist based in Los Angeles, CA. Host: Daniel Cassidy

Mark Tepsich, Family Office Design and Governance Specialist, sits down with Chuck Costanza, Executive Vice President of Client Engagement for Global Guardian, to provide insights and tips on how families and family offices can better protect themselves and their digital footprint, and to offer best practices when it comes to cyber security.

We touch on takeaways from the 2023 voter proxy season, the overall health of the ESG, Sustainable fund landscape, as well as sustainability themes to consider for your portfolio. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategist Americas with the UBS Chief Investment Officer, and Dan Roarty, Chief Investment Officer for Sustainable Thematic Equities at AllianceBernstein. Host: Daniel Cassidy