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.

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.

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.

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!

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!

Kel Haney knows that Nonprofits are stumped about how to build and maintain mid-level donor relationships. So, she teaches non-profits to grow their mid-level donor relationships through quick, authentic, & successful phone conversations. Teaching the art of hosting a call and taking 'the ick out of the ask' she has helped many charities, associations and groups level-up their fundraising bringing meaningful dollars through the door. Listen in and learn firsthand gracious techniques we can all use in our day to day!

Look through the unique and specialized lens of Joe Sciortino, Global Head and CIO of Private Credit for Unified Global Alternatives within UBS Asset Management. Joe walks us through the landscape of Private Credit, what it is and why it's important today. This episode packs a learning punch to benefit portfolios big and small. Whether you're new to the concept or a seasoned professional, there is something for everyone as Joe weaves through the why of Private Credit, how credit touches everything in our economy and lives, and even debunks a few misnomers. Listen and learn!

Monique Marshall grew up in the small Georgia town of Ocilla. She had zero representation of what it was to be a Black entrepreneur. Attending Howard University she saw the power of collaboration unfold for the first time and it struck a chord Especially when she later saw peers stalling out when they tried to start businesses, not because of lack of dreams, but from the uncertainty of what steps to take to make their dreams a reality. So she started Black To Business, with a mission to support first-time Black entrepreneurs by helping them navigate the world of business and simplify the startup journey for early-stage and first-generation Black entrepreneurs. Her ability to pay it forward and build community is inspirational! Enjoy this episode.

Stroll through the accidental discovery of the new community 'TechWalk' with founder Christine Farrier Rosemin. She is not only UBS Luminary Fellow but she is a career B2B marketer with extensive experience in leadership roles at tech unicorns. She is founder of TechWalk, a wildly popular community for SaaS professionals, now boasting over 4,000 participants and celebrating its 100th walk in October. Christine’s passion lies in helping people reimagine what fun, inclusive, and impactful networking can look like.

What is 'friendraising?' listen to advice from Julie to learn how it can meaningfully move a charity's mission forward. Julie Binder is a Senior Strategist with Family Advisory and Philanthropy Services, and works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.