Podcasts about ubs wealth management

In this episode of Durable Value, Ryan speaks with Jonathan Woloshin, Head of Real Estate Research for UBS Wealth Management's CIO Office. Jonathan shares insights on his role and expertise in the U.S. real estate market, from residential and commercial real estate to lodging, and discusses key trends and regulatory actions affecting the sector. The conversation touches on the historical context of real estate cycles, the challenges and opportunities in today's market, and investment strategies for different asset classes. Jonathan also shares his career on Wall Street and offers advice for young professionals entering the field. 00:00 Introduction00:37 Role and Responsibilities at UBS01:44 Journey to Real Estate Research04:24 Lessons from Past Real Estate Cycles06:22 Current Real Estate Market Analysis19:18 Impact of Institutional Capital24:25 Opportunities in Secondary and Tertiary Markets30:01 Advice for Aspiring Analysts31:58 Conclusion

Qatar Airways is seeking 25% of Virgin Australia, so what will that mean for competition in the local and international aviation sector. Michael O'Scannail speaks with Ellis Taylor from Cirium for more, plus SBS Finance Editor Ricardo Gonçalves goes through the day on the sharemarket with Mike Jenneke from UBS Wealth Management.

Qatar Airways is seeking 25% of Virgin Australia, so what will that mean for competition in the local and international aviation sector. Michael O'Scannail speaks with Ellis Taylor from Cirium for more, plus SBS Finance Editor Ricardo Gonçalves goes through the day on the sharemarket with Mike Jenneke from UBS Wealth Management.

On this episode of The Active Advisor podcast, host Bryan Moore chats with Bradford Vannelli, CRPC®, Partner and Wealth Advisor at Transcend Capital Advisors. Join them as they discuss how Bradford has overcome unexpected challenges as an independent advisor, the benefits of independence, active management, and alternative investments for the “millionaire next door.” Bradford Vannelli is a Partner and Wealth Advisor at Transcend Capital Advisors. Prior to joining Transcend, Bradford served as a Wealth Advisor, Senior Vice President at UBS Wealth Management. Prior to UBS, Bradford spent 13 years as a Vice President, Financial Advisor at Merrill Lynch. For over two decades, he has helped individuals, families and business owners with goal planning, cash management, lending and investment management. He holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning.

In this episode, Matthew and Stephen talk with Rachel Gottlieb, an acclaimed financial advisor and managing director at UBS Wealth Management. At UBS, Rachel runs Gottlieb Rose Wealth Management, a family office overseeing over $1.6 billion in assets. Rachel's years of experience in the wealth management industry allow for a productive conversation about a variety of personal finance topics — from investing to how parents can teach their children about money. Rachel, Matthew, and Stephen discuss specific ways to educate today's youth on financial literacy.  --- Send in a voice message: https://podcasters.spotify.com/pod/show/genzforfinlit/message Support this podcast: https://podcasters.spotify.com/pod/show/genzforfinlit/support

What is the outlook for interest rates and the impact on stocks and bonds? What is the outlook for Singapore and China? And is it time to exit fixed deposits and invest in what, exactly? Genevieve Cua interrogates Kelvin Tay from UBS Wealth Management. Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua. This episode is brought to you by UBS Wealth Management. Highlights of the conversation:  01:47 Impact of the Fed's funds rate on stocks and bonds  04:42 Which elections will wield the biggest impact on markets?  07:12 Outlook for economy and asset growth 11:13 China's outlook 15:15 Risks not adequately priced in markets 17:15 Most important asset allocation calls for 2024 More about: UBS Wealth Management https://www.ubs.com/sg/en/wealth-management.html Written and hosted by: Genevieve Cua (gen@sph.com.sg) With Kelvin Tay, chief investment officer of UBS Wealth Management Edited by: Howie Lim and Claressa Monteiro Produced by: Genevieve Cua & Howie Lim Engineered by: Joann Chai Pei Chieh Executive producer: Claressa Monteiro A podcast by BT Podcasts, The Business Times, SPH Media — Follow WealthBT podcasts and rate us at: Channel: bt.sg/btwealthbt Apple Podcasts: bt.sg/wbAP Spotify: bt.sg/wbSP Google: bt.sg/wtGO Website: bt.sg/wealthbt Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks Podcast at: bt.sg/btmoneyhacks BT Mark To Market Podcast at: bt.sg/btmark2mkt BT Podcasts at: bt.sg/pcOM PropertyBT at: bt.sg/btpropertybt BT Market Focus at: bt.sg/btmktfocus BT Branded Podcasts: bt.sg/btbrpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

In our latest FX Moment podcast, host Audrey Childe-Freeman, Bloomberg Intelligence (BI) chief G-10 FX strategist, discusses 2024's currency prospects with Mark Andersen, global head of asset allocation at UBS Wealth Management. In particular, Mark and Audrey look at how the 4Q 5% US dollar BBDXY selloff affects their 2024 outlook. The broadly weaker US dollar narrative remains in place, and Mark highlights a particularly strong case for the Aussie and the yen this year, while sterling's improved virtues are highlighted by Audrey.

Sinead Faughnan has worked as a financial advisor with UBS for the past 17 years. She is focused in particular on inter-generational wealth transfer. We start by discussing Sinead's rich Irish roots, her parents were originally from County Kerry and she herself was born in Ireland and moved to the US when she was three years old. She discusses her upbringing in Yonkers and the values that her parents' work ethic instilled in her. When it came to her own career, she was driven to be self-sufficient and once told, along her trajectory, that she was too ambitious for a role. We dwell on that for a minute - asking whether it inspired or deflated her, and ultimately learn how it made her only more determined to win at the game, even it meant playing - for a spell - by some different rules. With a long career in wealth management we trace her mentors, her role models and how she learned to find her own voice with her clients. Ultimately this meant giving them a voice - setting the table around their expectations, learning curve and values and only then, when these basics are set, moving to the investment discussion. We speak about the evolution of financial planning and the role that a compassionate advisor can play. We talk in particular about the concerns of female clients and how we can include them more in the conversation. When it comes to words of wisdom, Sinead suggests saying yes to stretch assignments and dressing for the job you want, not the one you have. This bonus series is kindly supported by Sound Mark Partners, Sound Mark Partners LLC is a women-owned and led private credit firm focused on commercial real estate. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sinead Faughnan has worked as a financial advisor with UBS for the past 17 years. She is focused in particular on inter-generational wealth transfer. We start by discussing Sinead's rich Irish roots, her parents were originally from County Kerry and she herself was born in Ireland and moved to the US when she was three years old. She discusses her upbringing in Yonkers and the values that her parents' work ethic instilled in her. When it came to her own career, she was driven to be self-sufficient and once told, along her trajectory, that she was too ambitious for a role. We dwell on that for a minute - asking whether it inspired or deflated her, and ultimately learn how it made her only more determined to win at the game, even it meant playing - for a spell - by some different rules. With a long career in wealth management we trace her mentors, her role models and how she learned to find her own voice with her clients. Ultimately this meant giving them a voice - setting the table around their expectations, learning curve and values and only then, when these basics are set, moving to the investment discussion. We speak about the evolution of financial planning and the role that a compassionate advisor can play. We talk in particular about the concerns of female clients and how we can include them more in the conversation. When it comes to words of wisdom, Sinead suggests saying yes to stretch assignments and dressing for the job you want, not the one you have. This bonus series is kindly supported by Sound Mark Partners, Sound Mark Partners LLC is a women-owned and led private credit firm focused on commercial real estate.

"Evangelist" for Business Owners gives Advice Beyond InvestingWe were thrilled to feature James Jack on today's episode, who is the head of Business Owners and Multigenerational Client Segments at UBS Wealth Management. James calls himself an "Evangelist to business owners" and advisors as a frontline advocate championing the best outcomes for owners of privately held and closely held companies across the country.  For James, it's all about providing great service before all else. As he puts it "advice beyond investing". He has spent his entire career at UBS in various roles and feels blessed to be working for a firm with great people and plenty of opportunities for growth and innovation. He and his colleagues at UBS work hard to provide valuable resources and learning opportunities for their clients as well as their advisors, because as James says, "everything at UBS goes through the financial advisor, so we want to foster those lifelong relationships with clients and provide services and advice outside of the investing portion of our work".  One tip James shared that struck me was his way of illustrating the importance of a right fit advisor/client relationship. If you were on a cross country flight with this person, would you enjoy the time, or would you not? I've always maintained that having a match in values and what you believe are important components of a lasting and meaningful relationship, which is at the end of the day, the primary goal between the owner and their financial advisor. Much more for you to learn and listen to right hereConnect with James Jack here and Julie Keyes hereUBS Review Code: IS2306598 Support the showAre you ready for your best exit? There is no time like the present to prepare. Check out these resources offered by KeyeStrategies: Business Readiness Transition online course Free Ebook download here Purchase Poised for Exit book here

Stuart Paul, US Economist with Bloomberg Economics, joins to discuss PCE data, University of Michigan sentiment, and the outlook for consumer spending. Alix Steel and Guy Johnson interview Exxon Chairman and CEO Darren Woods. Bloomberg Intelligence Senior Analyst Fernando Valle joins for analysis. Nadia Lovell, Senior US Equity Strategist at UBS Wealth Management, joins to talk markets and investing. Alex Chaloff, CIO at Bernstein Private Wealth Management, joins to talk about markets and investing. Pat Gelsinger, CEO at Intel, joins Bloomberg Technology to discuss earnings. Barry Ritholtz, host of “Masters in Business” on Bloomberg Radio and founder of Ritholtz Wealth Management, joins to discuss the Jeep 392 and Nissan Z. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Heidi is a pioneer in social change finance and business, and a mother of two children. After serving as a wealth manager at UBS Wealth Management, in 2014 she founded Anastasia Finance and serves as an impact investing guide/concierge to women, millennials and their families and help activate global systemic change.When imagining what would be needed to achieve moonshots such as the SDGs by 2030, she realized that we needed people with the best imaginations in the world: kids. Thus, she started Dream Tank with Ashley Kulik in July of 2016. Heidi believes the power and creative genius of kids can innovate a better future for all. She thrives in building in mentorship and community connection to this end. Her dream is to grow Dream Tank globally to further amplify the voices of youth and their participation in meaningful and bold community change.ABOUT DREAM TANKDream Tank inspires and empowers kids and teens to put their passion, creativity, and energy to work in making their communities better through social ventures that address one of the 17 United Nations Sustainable Development Goals (SDGs) by building a social entrepreneurship ecosystem (accelerator centers, curriculum, mentors, digital platform/tools and micro-loans) designed specifically for Youth to solve economic and environmental problems in their communities, and the world.

In this episode, CJ unpacks his personal entrepreneurial journey and his decision to introduce a third variation of episodes. He opens up about his motivation to share his story and how he navigated his way to establishing THRIVEONLIFE. From his early job experiences to establishing a side hustle in fitness while working in corporate America, CJ covers how he managed risk and scaled his business. He also provides practical advice on starting a business or a side hustle and his perspective on life and business success.   Key Topics: CJ's childhood experiences in babysitting that introduced him to the value of hard work, self-reliance, and cash based businesses. His perspective on the value of unconventional job paths and how he leveraged this principle in his entrepreneurial journey. His journey to becoming a fitness trainer alongside his corporate job at UBS Wealth Management, and how he managed risk while setting up his business. Practical tips on gaining clients both in-person and digitally, and the importance of testimonials in building trust. CJ's approach to pre-building systems for scaling his business, even before getting the first client. Insights into the real reasons why people seek personal improvements, emphasizing the desire for confidence in various aspects of life.  Importance of building trust with clients, understanding their root problems, and designing systems to accommodate growth.  Leveraging Referrals & Building Customer Relationships: He explains the role of referrals, affiliates, and ambassadors in expanding a client base.  Practical Steps in Starting a Business: CJ emphasizes the importance of doing market testing and setting up proper business infrastructure (like an LLC and a business bank account) to avoid future problems. Transitioning to Business Consulting & Lessons Learned: his transition from personal training to business consulting, explaining how he tapped into existing networks to offer his services to other industries.  Conclusion and reflections on the lessons learned from CJ's journey so far. Connect with CJ Finley: CJ's Instagram CJ's YouTube CJ's Twitter cjfinley.com   ThriveOnLife Podcast Instagram thriveonlife.com

Justin Krane is the Founder and President of Krane Financial Solutions, a financial planning and investment management firm. Thanks to his background as Certified Financial Planner (CFP), Justin offers actionable advice to his clients for financial planning that leads to a better life. Justin also manages investment portfolios on behalf of his clients. Before founding Krane Financial Solutions, he was a Vice President, Investments at UBS Wealth Management. He has a BA in finance from the University of Colorado, Boulder.  In this episode… Are you an entrepreneur struggling to plan for your financial future? Where can you get the support you need to make financial decisions that align with your goals and are congruent with your values? Financial planning is challenging, especially for many entrepreneurs. That's why Justin Krane recommends hiring a certified financial planner, an expert who gives you clarity into your finances and advises you on how to move forward, both personally and professionally. Tune in to learn how to “unite” your money with your life and business.  Listen to this episode of the Inspired Insider Podcast with Dr. Jeremy Weisz as he welcomes Justin Krane, Founder and President of Krane Financial Solutions. Justin talks about the financial mistakes people and entrepreneurs make, tips for hiring and structuring a growth plan for your employees, and ways to navigate finances as a couple.

Hola, bienvenidos al podcast de Laprofedespanol, yo soy Luisana Paiva Briceño, y en el día de hoy tenemos como invitada especial a Adriana Lee. Adriana tiene más de 20 años de experiencia trabajando con empresas de Fortune 500, empresas emergentes, escuelas y organizaciones sin fines de lucro. Adriana comenzó como consultora en la industria de la tecnología de la información. Luego desarrolló la estrategia general de negocios y los planes de marketing para las empresas emergentes y otras sin fines de lucro. Complementó estas habilidades con experiencias en negociación mientras trabajaba en UBS Wealth Management. Recientemente trabaja como Directora de Secundaria en Youngsville Academy. Además, Adriana tiene título de Administración de Empresas de la Universidad de Delaware y tiene maestría en Administración de Negocios, MBA de la Universidad de Virginia. Esta conversación me dejó pensando lo afortunados que son los estudiantes que han pasado por sus manos, pues el programa de estrategias de negociación que Adriana diseñó y desarrolla con los alumnos, les da herramientas para la vida. Sus alumnos aprenden a negociar desde un postre extra en casa, hasta situaciones complejas, a través de ejercicios diseñados y pensados justamente para desarrollar habilidades de negociación. Si quieren contactar a Adriana Lee para que los oriente y les hable un poco más sobre este maravilloso programa, lo pueden hacer por este link linkedin.com/in/adriana-lee-2328b4174 , o a su correo adrianamlee501@gmail.com. Aquí pueden encontrar información extra de la cual Adriana nos habla en este episodio. https://new.negotiationexercises.com/support-materials/royalty-free-exercises/ The Bluff Game: https://www.youtube.com/watch?v=hR_kDZSSLUs Apple buyer and seller game https://www.youtube.com/watch?v=ufaFVBidxPM&t=7s https://thecanvasrevolution.com/product/negotiation-canvas No olviden suscribirse al podcast, y sobre todo, compártanlo con otros docentes, para que juntos crezcamos y nos ayudemos unos a otros.   Soy #Laprofedespanol.  Instagram: https://www.instagram.com/laprofedespanol Linktree: https://linktr.ee/laprofedespanol?utm_source=linktree_profile_share

In our latest FX Moment Podcast, host Audrey Childe-Freeman, Bloomberg Intelligence (BI) Chief G10 FX Strategist, talks currency prospects with Mark Andersen, Global Head of Asset Allocation at UBS Wealth Management. In particular, Mark and Audrey discuss the US dollar outlook following the remarkably strong US January employment report and to what extent this data is a game changer, or not, for the currency prospects for the rest of the year.

We are proud to announce that The Smart Divorce Podcast is launching its 7th series! In this series the guests will be experts in their field including mediators, solicitors, surveyors, relocation agents, mortgage advisers and divorce coaches, to name but a few.Our first episode features Svenja Keller, Tom Nash, Sarah Birdsey.Svenja Keller Svenja Keller is a coach and independent adviser for money and life. As a Chartered Financial Planner and ILM accredited Performance Coach, Svenja combines her knowledge and experience of working in financial services for over 20 years with coaching skills. With her non-judgmental and inclusive approach, she aims to empower people to make their own decisions around money and life.  Svenja has extensive knowledge and experience in financial services, in the UK and internationally. The list of large financial institutions she worked for includes Lehman Brothers, UBS Wealth Management and PwC. She advised clients as a financial planner and held senior positions, leading large teams. Svenja now runs her own financial wellbeing and life planning business – Svenja Keller Ltd.https://www.svenjakeller.co.uk/---Sarah Birdsey Sarah is a specialist family solicitor and managing director at Nicholls Solicitors. Sarah has extensive experience in all areas of private family law and is a Resolution Accredited Specialist in family finances and child arrangements. Sarah most commonly deals with divorce, financial relief and children matters. Her cases on financial relief often involve complex business and foreign assets. Sarah has good working relationships with specialist barristers, financial advisors and other experts to call upon their expertise where required. Sarah is also regularly instructed in respect of pre and post nuptial agreements and cohabitation agreements. Sarah has recently completed ‘what about Henry' training with a clinical child psychologist to better understand how to support families and particularly children who are dealing with family separation. Client's and colleagues recognise Sarah's personal, down to earth and sensitive approach but she is someone who is not afraid to fight for clients' to ensure a fair outcome. Sarah is regularly recommended and has built up strong reputation in the family law field.@sarahlbirdsey (twitter)Facebookwww.linkedin.com/in/sarah-birdsey-3180b21b4 @sbirdseysolicitor (Instagram)--Tom Nash – aka Mr Divorce Coach, is an internationally certified Coach, specialising in Divorce, Separation & Family Coaching. He is a child of divorce, a divorcee himself, a father, step-father & successful co-parent of his own blended family. Tom works with men, women & couples, assisting in their emotional well-being, positive mindset and practical support through a clients divorce/separation.Website: https://mrdivorcecoach.co.uk/ Instgram: https://www.instagram.com/mrdivorcecoachuk/ LinkedIn: https://www.linkedin.com/in/mrdivorcecoach/===Tamsin is a Chartered Financial Planner with over 20 years experience. She works with couples and individuals who are at the end of a relationship and want agree how To learn more about our podcast sponsor Ampla Finance – access their product guide here: https://bit.ly/3IeqmucOr complete enquiry form https://bit.ly/3W4J7pz and one of the team will be in touch.Support the show

This week Real Vision's Roger Hirst uses best in class data to look at the outlook for employment and its implications for both recessions and equity markets. Equity markets usually make a major bottom during recessions and recessions go hand in hand with higher unemployment. Currently, unemployment is close to record lows. That could change, but will it be swift enough to allow the Fed to reverse course on rates? In the Chatter, Real Vision's Roger Hirst talks to Kelvin Tay, Regional Chief Investment Officer at UBS Wealth Management in Singapore, about the likelihood of a recession in the US. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's episode features Joachim Klement reading his piece, Stocks in the long run… are still risky.  Joachim is a trustee of the CFA Institute Research Foundation and offers regular commentary at Klement on Investing. Previously, he was CIO at Wellershoff & Partners Ltd., and before that, head of the UBS Wealth Management Strategic Research team and head of equity strategy for UBS Wealth Management. The Best Investment Writing series features top research pieces that we've shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week. Check out the past series of The Best Investment Writing below: Volume 5 Volume 4 Volume 3 Volume 2 Volume 1 ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls.  With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream. Sponsor dollars for the entire Best Investment Writing series are being donated to the charity of the guest's choice. Today's sponsor dollars are being donated to the Vincentian Society for the Prevention of Cruelty against Animals (VSPCA) on behalf of Joachim Klement. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 

Hartmut Issel, Head of APAC Equities and Credit, at UBS Wealth Management, discusses the latest on the markets. He spoke with hosts Doug Krizner and Juliette Saly on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

Will the second half of 2022 see stagflation or reflation, soft landing or slump? Those are four scenarios unpacked in the UBS Wealth Management CIO's Q3 Outlook. The report's editor in chief, Kiran Ganesh, joins Paul Donovan, chief economist of UBS Wealth Management, to discuss the findings.

Will the second half of 2022 see stagflation or reflation, soft landing or slump? Those are four scenarios unpacked in the UBS Wealth Management CIO's Q3 Outlook. The report's editor in chief, Kiran Ganesh, joins Paul Donovan, chief economist of UBS Wealth Management, to discuss the findings.See omnystudio.com/listener for privacy information.

The chief investment officer for global family and institutional wealth at UBS Wealth Management discusses the third iteration of the world's largest and most comprehensive study of single-family offices. What explains the current period of transformation? And why is a significant strategic shift in asset allocation, first discussed in last year's edition, continuing to gain pace?

The chief investment officer for global family and institutional wealth at UBS Wealth Management discusses the third iteration of the world's largest and most comprehensive study of single-family offices. What explains the current period of transformation? And why is a significant strategic shift in asset allocation, first discussed in last year's edition, continuing to gain pace?See omnystudio.com/listener for privacy information.

This week Real Vision's Roger Hirst uses Refinitiv's best-in-class data to look at the onset of the rate hiking cycle and the additional re-pricing that has taken place since the first hike. Yield curves are inverting, but should we follow the usual sequencing of the last 30 years? In the Chatter, Kiran Ganesh of UBS Wealth Management outlines the prospects for rates and a few diversification strategies.   See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2 Learn more about your ad choices. Visit megaphone.fm/adchoices

We present a special primer on energy price volatility and the implications of the recent spikes and fluctuations for economies and investors. Paul Donovan, chief economist of UBS Wealth Management, joins us to discuss how the situation is shaping the geopolitical, economic and consumer prices landscape.

We present a special primer on energy price volatility and the implications of the recent spikes and fluctuations for economies and investors. Paul Donovan, chief economist of UBS Wealth Management, joins us to discuss how the situation is shaping the geopolitical, economic and consumer prices landscape.See omnystudio.com/listener for privacy information.

Neste novo episodio do Latam Acess, o CIO do UBS Wealth Management conversa com Luciano Dias, socio da CAC consultoria politica, sobre os proximos acontecimentos na arena eleitoral brasileira.

Feburary 2, 2022 | Episode 75 David Hirsch pays a visit to Shawn & Brian. He is the founder of the Special Father's Network, & 21stcenturydads.org, organizations that uplift, unite, & recognize father's who are raising children with Special Needs. David's professional career began in 1982 when he obtained his CPA and worked as an auditor and tax accountant with Price Waterhouse in Chicago. From 1985-2007 he was a financial advisor with Smith Barney, Inc., where he was a Senior VP and a member of the firm's Chairman's Council for 18 years. He spent eight years at Credit Suisse Private Banking USA, before CSPB exited the U.S. He is currently a Senior Vice President at UBS Wealth Management. His clients include foundations, endowments, and high net worth individuals. He prides himself on taking a consultative approach in a product-driven industry. David earned his MBA from Northwestern University's J.L. Kellogg Graduate School of Management and a Bachelors of Science degree in Accountancy from the University of Illinois. He is also a graduate of the IWI Chartered Private Wealth Management Program at University of Chicago and the Certified Investment Management Analyst Program at University of Pennsylvania's Wharton School of Business. From 1993 to 1996 David was a Kellogg National Fellow with the W.K. Kellogg Foundation. He was one of 50 selected from a pool of more than 800 applicants to go through this three year interdisciplinary leadership program. He dedicated three months a year for three years and used his $36,000 grant to study “what motivates people to be philanthropic.” In 1997 David founded Illinois Fatherhood Initiative, the country's first state wide non-profit fatherhood organization, whose mission is connecting children and fathers by engaging fathers in the education of children. He is also founder of 21st Century Dads Foundation. David is a FINRA arbitrator, member of the University of Illinois Foundation President's Council, Union League Club of Chicago, Illinois CPA Society, AICPA, Theta Xi National Fraternity, the Ancient Accepted Scottish Rite Valley of Chicago, and Investment Wealth Institute (IWI). He is a former board member of Habitat for Humanity's International Board of Advisors, the Barrington Area Community Foundation, and Chicago Police Memorial Foundation Board of Advisors. He was recognized by Crain's Chicago Business in 1994 as one of the “40 under 40” and by Registered Representative Magazine in 1995 as one of the country's “Outstanding Brokers.” In 2000 he received the John Stanford Education Heroes Award from the U.S. Department of Education. In 2005 the Illinois CPA Society recognized David with its Distinguished Public Service Award. In 2007, he was recognized as one of three Fathers of the Year by Illinois Fatherhood Initiative. In 2009, he received the Man of Distinction Award from Theta Xi National Fraternity. He also completed the Wisconsin Ironman Triathlon (2009) and Ironman Florida (2020). In 2012 David was the recipient of the Ellis Island Medal of Honor. In 2015, he cycled 2,325 miles from Santa Monica to Chicago as part of Dads Honor Ride 2015 and gave a TEDx Talk entitled Why We Need To Break The Cycle Of Father Absence. He also completed DHR16 a 1,400 mile 21 day ride from Boston to Chicago and DHR17 a 958 mile 9 day ride around Lake Michigan. He also hosts the popular Special Fathers Network Dad To Dad Podcast, now with more than 160 episodes. He is the author of 21st Century Dads: A Father's Journey to Break The Cycle Of Father Absence, as well as Autism Stories: From the SFN Dad To Dad Podcasts. Website: https://21stcenturydads.org/ #davidahirsch #specialfathersnetwork #21stcenturydads

El jefe de estrategia de UBS Wealth Management en España cree que la Reserva Federal va a actuar de forma muy cautelosa y permitirá que la economía se recupere

Why Women Entrepreneurs Should Go Big! Encore Episode This episode is one of the Top 9 Most Popular Breaking Money Silence® podcasts. In this episode, I interview Dave Bruno, venture capitalist, ex-ski racer, and male ally, about why he thinks women entrepreneurs should go big or go home. He believes women should embrace more risk and dare to fail. Dave's mother demonstrated female resilience and perseverance and fueled his belief that women make great business leaders.  Dave Bruno is an entrepreneur, finance industry expert, and influencer with over 15 years at Credit Suisse and UBS in front office and operational roles. Dave was Head of Innovation at UBS Wealth Management globally, responsible for releasing multiple new business models and products in the UK, Singapore, Hong Kong, Germany, and Switzerland. He also built the Swiss stock exchange's new digital and innovation unit and investment fund and its F10 FinTech Accelerator, which has taken 10+ companies successfully through their first $2.5m seed investment rounds. David holds his Bachelor's of Business Administration from the University of Massachusetts Isenberg School of Management, and is a U.S. Certified Public Accountant. Show Notes: Book Recommendation: Yes, You Can Do This! How Women Start Up, Scale Up, and Build The Life They Want (Techstars) by Claudia Reuter Gen Y Rising Stars: Sheena Allen, Entrepreneur. Founder of CapWay (Fintech) Carey Anne Nadeau, CEO & Founder Ometry You can connect with Dave and learn more about Red Planet Ventures (@redplanetventures) on LinkedIn. .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast! Submit Your question has been submitted! OTHER WAYS TO ENJOY THIS POST: Listen on Google Listen on Amazon Listen on Stitcher Subscribe on iTunes Listen on Spotify Join Breaking Money Silence on Facebook KBK Connection, Inc.,

Tram-Anh Nguyen is the Co-Founder & CEO of CFTE (Centre of Finance, Tech and Entrepreneurship), an EDTECH company that works with individuals, corporates and governing bodies to provide education and support to those looking to up-skill and advance their careers in finance, tech, fintech and entrepreneurship. Tram-Anh started her career on the New York trading floor of Standard Chartered Bank before joining UBS Wealth Management overseeing investments for clients in Asia. It was after a life-changing experience when she was at the top of the twin towers in New York when 9/11, struck that she realised she wanted to leave the traditional world of finance after 15 years and start supporting individuals by equipping them with the education they need to embrace emerging tech. This is how CFTE was born. Their mission is to transform the face of finance, creating a more diverse and inclusive workplace by opening new doors to people that never would have had the opportunity to work in the industry before. 40% of their students are women and fintech is predicted huge growth of 25% annually over the next 2 years (Fintech Futures 2020 report) and we will see 8x more jobs in this sector compared to 2019. CFTE are carving part of this digital transformation and continue to encourage more women into this sector. Tram-Anh is also a busy mum of 3 daughters, has a diploma in Feng Shui and lives with her husband and family in the UK.Support the show (http://www.modernwoman.co/sign-up)

According to a 2019 UBS Global Family Office Report, a quarter of family offices are engaged in impact investing. Over a third are expected to increase their impact allocation to as much as 24% over the next five years.The most popular investments were direct private equity (76%), real estate (32%), and private equity funds (24%). And the industries of interest are education (45%), agriculture/food (45%), and energy and resource efficiency (43%).This sounds like a positive development, but how involved are family offices in impact investing,  and are they truly making a difference through their investments, in particular to SEA? To answer this question, I speak with Stephanie Choi, Sustainable Investing Strategist, UBS Wealth Management in Hong Kong, for her insights.

Víctor Alvargonzález, socio fundador de Nextep Finance, y Roberto Ruiz Scholtes, jefe de estrategia de UBS Wealth Management en España ofrecen sus impresiones nada más abrir el mercado.

“Estamos en un cambio de fase y podríamos ver más volatilidad y alguna corrección aunque la tendencia sigue siendo alcista”. Analiza además las palabras de Janet Yellen sobre tipos de interés y la subida del Dogecoin.

Víctor Alvargonzález, socio fundador de Nextep Finance, y Roberto Ruiz Scholtes, jefe de estrategia de UBS Wealth Management en España son los encargados de analizar la apertura del mercado este miércoles.

Victoria Torre, Responsable de Oferta Digital de Singular Bank y Roberto Ruiz Scholtes, jefe de estrategia de UBS Wealth Management en España analizan los resultados empresariales y la reunión del BCE de hoy.

El jefe de estrategia de UBS Wealth Management en España cree que hay que aprovechar los recortes para tomar posiciones y analiza cómo puede ser la política monetaria del BCE a partir de ahora.

US equity markets booked another round of record closing highs to end the week – Dow up +165-points or +0.48% to 34,200.67 and a record closing high after crossing the 34,000 threshold for the first time in the previous session. Boeing Co fell -1.17% after the planemaker said that the potential electrical problem that prompted airlines to remove dozens of 737 MAX jets from service last week affects more areas of the aircraft's flight deck than previously known. The broader S&P500 rose +0.36% to 4,185.47. Real Estate (up +1.95%), Health Care (+1.74%), Materials (+1.18%) and Utilities (+1.11%) all rose over >1% to lead ten of the eleven of the primary sectors higher. Energy (down -0.90%) Information Technology (-0.03%) were the only primary sectors to close in the red. UBS Wealth Management increased their year end S&P 500 target to 4,400. The Nasdaq added +0.10% to 14,052.34 the second highest close ever for the technology centric index. The small capitalisation Russell 2000 index rose +0.25%. For the week, the Dow rose +1.18% and S&P500 +1.37%, with both indices logging their fourth straight weekly advance. The Nasdaq gained +1.09% to log its third straight weekly advance.

US equity markets booked another round of record closing highs to end the week – Dow up +165-points or +0.48% to 34,200.67 and a record closing high after crossing the 34,000 threshold for the first time in the previous session. Boeing Co fell -1.17% after the planemaker said that the potential electrical problem that prompted airlines to remove dozens of 737 MAX jets from service last week affects more areas of the aircraft's flight deck than previously known. The broader S&P500 rose +0.36% to 4,185.47. Real Estate (up +1.95%), Health Care (+1.74%), Materials (+1.18%) and Utilities (+1.11%) all rose over >1% to lead ten of the eleven of the primary sectors higher. Energy (down -0.90%) Information Technology (-0.03%) were the only primary sectors to close in the red. UBS Wealth Management increased their year end S&P 500 target to 4,400. The Nasdaq added +0.10% to 14,052.34 the second highest close ever for the technology centric index. The small capitalisation Russell 2000 index rose +0.25%. For the week, the Dow rose +1.18% and S&P500 +1.37%, with both indices logging their fourth straight weekly advance. The Nasdaq gained +1.09% to log its third straight weekly advance.

Análisis de la sesión bursátil con Víctor Alvargonzález, socio fundador de Nextep Finance y con Roberto Ruiz Scholtes, jefe de estrategia de UBS Wealth Management en España

Análisis de la situación de los mercados con Víctor Alvargonzález, socio fundador de Nextep Finance y Roberto Ruiz Scholtes, jefe de estrategia de UBS Wealth Management en España

Learn how this financial advisor got started in managing wealth in the music and entertainment industries.

Víctor Alvargonzález, socio fundador de Nextep Finance, y Roberto Ruiz Scholtes, jefe de estrategia de UBS Wealth Management en España comentan los primeros movimientos y ofrecen recomendaciones de inversión.

Ramón Forcada, director de análisis de Bankinter y Roberto Ruiz Scholtes, jefe de estrategia de UBS Wealth Management en España, comentan cómo ha sido la apertura de las bolsas europeas este miércoles.

The lead author of a freshly published report looking at longer term investments discusses its conclusions with the chief economist of UBS Wealth Management and the CEO for the UK & Jersey. Diversity and economic inequalities have come to the fore following social and political flashpoints in advanced economies and beyond, making these themes ever more important for investors.

Olga Miler is co-founder of SmartPurse which is empowering women from all over the world to build each other up and reach new heights of financial independence. In this episode, Olga, who co-founded and developed UBS Wealth Management's award-winning global female program and the Gender ETF, shares why she co-founded SmartPurse, the global impact they're seeking to make and how financial advisers around the world can leverage the platform to grow their own businesses. We also chat about Olga's current research around women and money which, despite being a highly researched topic has had really slow progress, and how she's hoping to change that. And finally, as an expert in gender-smart investing, we chat about what that means and why advisers should be more knowledgeable in this area. Links, show notes and timestamps at https://innovatingadvice.com/post/episode53. Join the Global Community Connect with Kate on LinkedIn Humans Under Management virtual event happening 8th September: https://bit.ly/IAHUM2020 Tickets: R500, US$30, £23, AU$42.

Mitch is joined by Casey Jojic, head of Sustainable Investing Solutions at UBS Wealth Management and Andrew Lee, Deputy Global Head - CIO UHNW, Alternatives, Sustainable & Impact Investing team to discuss sustainable investing and why more people are trying to align their portfolios with their values.

Olga Feldmeier speaks about being called the "Bitcoin Queen" of Switzerland, making the jump from banking to cryptocurrencies, setting up cold storage in Switzerland, spearheading crypto regulation in Switzerland, what attracts her to Bitcoin, the beginnings of Crypto Valley in Zug, the difficulty of explaining cryptocurrencies to financial regulators, why the traditional financial sector should embrace cryptocurrencies, ICO regulation, tokenizing off-chain assets, creating a token market with her new company Smart Valor, skills and challenges for startup entrepreneurs, dealing with criticism, and why it's important to "just do it". Olga is the CEO of Smart Valor, a Swiss-based blockchain company building a decentralized marketplace for tokenized alternative investments. Olga has worked for leading financial institutions such as Barclays Capital, UBS Wealth Management and Boston Consulting Group, and she has been Commercial Managing Partner at Xapo, one of the largest Bitcoin custodians. Olga is the producer of a series of blockchain conferences in Switzerland, she's a mentor at Kickstart Accelerator, and she often delivers talks about blockchain regulation, the tokenization of assets and the disruption of the banking industry. Olga Feldmeier: http://www.linkedin.com/in/olga-feldmeier, http://www.twitter.com/olgafeldmeier Smart Valor: http://smartvalor.com, http://www.twitter.com/smartvalorinc Xapo: http://www.xapo.com/ Also mentioned in the episode: Nathaniel Popper's book "Digital Gold: Bitcoin and the Inside Story of the Misfits and Millionaires Trying to Reinvent Money", http://www.goodreads.com/book/show/23546676-digital-gold Many thanks to our sponsor! This episode has support from Shift Cryptosecurity, the maker of BitBox, a minimalist hardware wallet for cryptocurrencies. BitBox is rock-solid, compact, portable, easy to use, and designed and manufactured in Switzerland. To learn more and get your wallet today, visit http://www.shiftcrypto.ch.

Evercore ISI Chairman Ed Hyman explains why he's so optimistic about the U.S. jobless rate. Mark Haefele, UBS Wealth Management's global chief investment officer, says emerging markets mirror improving U.S. markets. Craig Moffett, MoffettNathanson's senior research analyst, says cable TV isn't done yet. Finally, Max Baucus, a former Senator from Montana, and Michael Cannon, CATO Institute's director of health policy studies, react to the Senate's proposed health-care bill. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com