Lightning in a bottle: Entrepreneurial journeys from idea to exit
In this podcast series, Josh Pottinger and Jason Chirogianis, two veterans with over 2 1/2 decades of experience in the financial services industry bring real world perspectives to help business owners and entrepreneurs through the process of making the decision to monetize their ownership position, managing the process and then life after. Throughout this series, they’ll provide their own thoughts as well as interview key people along the way. Email questions / comments to atxwealthpartners@ubs.com
UBS Advisor Podcasts
Episode 34: Admiral Jonathan Greenert on Geopolitics and Leadership in Uncertain Times
Join us as we welcome Admiral Jonathan Greenert, four-star admiral and 30th Chief of Naval Operations, for a candid conversation on today’s geopolitical and leadership challenges. Admiral Greenert shares his perspective on the conflicts in Ukraine and the Middle East, the China–Taiwan dynamic, and the broader forces shaping global stability. The discussion also turns to executive leadership and trust—from how institutions can maintain credibility in a polarized environment to the attributes that define successful leaders. Drawing from his experience leading the U.S. Navy and mentoring more than 250 flag officers, Admiral Greenert offers timeless lessons for decision-makers in business, government, and beyond.
Episode 33: Inside Washington – OBBB, Trump, Tariffs & Everything in Between
After 44 years in Washington, John Savercool, former UBS Senior Lobbyist and Head of the U.S. Office of Public Policy at UBS—offers a rare, behind-the-scenes look at how the gears of American politics are turning right now. In this episode, we discuss what Congress is focused on heading into the fall, and what the One Big Beautiful Bill (OBBB) means for business owners now that it’s officially law. John also shares his take on Elon Musk’s call for a third party, updates on the Middle East and Ukraine, and the outlook for tariffs through year-end. With deep experience in both public service and the private sector, John brings thoughtful perspective to some of today’s most pressing policy questions.
Episode 32: The Shift to Family Office 3.0
Mark Tepsich, UBS Family Office Design & Governance Strategist, returns to Lightning in a Bottle to unpack the concept of Family Office 3.0—the next phase in the evolution of wealth management for the ultra-affluent. We look back at how the family office model has changed over the years and dig into why a more robust, resource-rich approach is taking hold. From families managing wealth outside the $500M+ tier to those navigating life after a liquidity event, we’ll break down how investment opportunities, governance structures, and strategic planning are shifting. We also explore how the rise of Family Office 3.0 is reshaping the investor landscape—not just for families, but for the portfolio companies they back.
Episode 31: UBS 2025 Global Entrepreneur Report - a glimpse inside the minds of modern founders
What’s keeping top entrepreneurs up at night in 2025? From navigating AI integration to retaining top talent in a competitive market, the landscape is shifting fast. Christian van Driel, Director and Client Solutions Specialist at UBS, joins us to break down key findings from the 2025 Global Entrepreneur Report, built on insights from over 150 UBS entrepreneur clients and network members. We explore how business owners are thinking about investment trends, cybersecurity, succession planning, and the growing role of family offices—all while balancing personal priorities with long-term business goals in an increasingly uncertain world.
Episode 30: Q1'25 CEO Macro Briefing - A ‘Roaring’ Economy Amid Uncertainty
As 2025 unfolds, what kind of economy is inheriting Trump 2.0? In this special episode featuring Paul Hsiao, UBS Asset Allocation Strategist, we dive into the latest Q1 2025 CEO Macro Briefing Book from the UBS Chief Investment Office, providing business owners with a high-level assessment of economic conditions, policy shifts, and market dynamics. With a resilient labor market, accommodative monetary policy, and strong consumer-driven growth, the economy appears robust. But mounting deficit concerns, policy uncertainty, and geopolitical risks create a more complex outlook. Will dealmaking accelerate in 2025? Is AI optimism overblown? And how should business leaders navigate these shifting tides?
