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UBS On-Air: Conversations

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

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

PublishesTwice monthlyEpisodes265Founded5 years ago
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Artwork for UBS On-Air: Conversations

Latest Episodes

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 ... more

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... more

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 operatin... more

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 admini... more

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Recent Guests

Marianna Mamou
Head of Advice Beyond Investing with the UBS Chief Investment Office
UBS Global Wealth Management
Episode: Top of the Morning: Women and health - Challenges and opportunities
Rishi Bali
Founder and CEO of opco.ai, with over 30 years of experience in finance and technology
opco.ai
Episode: Family Office Solutions Podcast: AI and Family Offices - building the intelligence layer
Justin Waring
Head of UBS Wealth Way Strategy and Solutions
UBS
Episode: Top of the Morning: Year-end planning priorities - Retirement and tax strategies
Sarah Rosen
Managing Director and Head of Strategic Partnerships at Blackcloak
Blackcloak
Episode: Cybersecurity for Family Offices: Safeguarding Wealth in a Digital World
Tiffany Agard
Sustainable and Impact Investing Strategist with CIO Global Investment Management at UBS
UBS
Episode: Sustainable Investing: Themes in focus, Portfolio construction, Climate Week
Jens Peers
CIO of Sustainable Equities with Mirova
Mirova
Episode: Sustainable Investing: Themes in focus, Portfolio construction, Climate Week
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

Host

Dan Cassidy
Host of various UBS podcasts including UBS On-Air: Conversations and UBS Conversations podcast channels. Known for engaging discussions on financial strategies and family office solutions.

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 States4 years ago

Listeners Say

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

Audio quality has been criticized, with some listeners finding it distracting despite the content being good.
Insights are valued for their applicability and depth, especially regarding wealth management and financial strategies.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Top of the Morning: Women and health - Challenges and opportunities
Q: Why is it so important to close this gender health gap?
Closing the gap is essential not only for health equity but also for economic growth; poor health among women hinders their workforce participation and can lead to significant economic losses.
Top of the Morning: Women and health - Challenges and opportunities
Q: Can you provide our listeners with a bit of background in terms of what FEMTECH is?
FEMTECH refers to companies focused on women's health, addressing women's specific conditions and those disproportionately affecting them.
Top of the Morning: Women and health - Challenges and opportunities
Q: What has the scope of impact consisted of there in terms of women's financial well-being?
The scope of impact includes challenges in wealth accumulation, higher medical expenses, and the necessity for women to make their savings last longer due to longer life expectancies.
Top of the Morning: Women and health - Challenges and opportunities
Q: Can you define for them what the gender health gap is and how it has impacted women?
The gender health gap impacts women by leaving them with longer lifespans fraught with more years of poor health, often due to underrepresentation in clinical trials and medical research.
Family Office Solutions Podcast: AI and Family Offices - building the intelligence layer
Q: What does it take to move the IPS from policy to practice while keeping the organization agile?
We implement real-time monitoring and operationalization of the IPS to ensure it is continually adhered to without dependency on individuals.

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 centers around financial planning, investment strategies, and emerging trends affecting ultra-high net worth individuals. Discussions often involve expert insights on topics such as sustainable investing, tax law changes, and wealth management strategies tailored for family offices. Episodes explore practical advice on navigating complex financial landscapes, emphasizing proactive strategies for year-end planning, retirement, and estate management. The podcast features a variety of guests from the finance and consulting sectors, offering diverse perspectives on pressing financial issues and market disruptions. Unique in its approach, the show combines financial expertise with broader discussions on wealth, governance, and impact... 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. Exchanges
3. Thoughts on the Market
4. Making Sense
5. At Any Rate

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

UBS On-Air: Conversations launched 5 years ago and published 265 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. Marianna Mamou
2. Rishi Bali
3. Justin Waring
4. Sarah Rosen
5. Tiffany Agard
6. Jens Peers
7. Josh Gentine
8. Jeremy Langlois

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