UBS Advisor Podcasts

The Proper Exit

Reed Fawley and Lance Cholet from CORAL Investment Partners at UBS host conversations with entrepreneurs, business owners, and the professionals who support them. We explore their stories around the transitions of business owners to their next chapter. We will discuss the successes and missteps during the entire journey from startup to exit. If you’re an entrepreneur, business owner, or professional in this space, this is for you.

UBS advisor podcasts

coral-partners

Tony Zona

29:40

Today we hear from our friend Tony Zona about his experiences selling two different companies. The first was Quantum Bridge Communications which he co-founded in 1998 and sold in 2004 after surviving the Dot Com Bubble. He then sold Pixtronix in 2012 after joining the company as its CEO in 2008 and leading the company through the Great Recession. We also learn his philosophy on running businesses and what new ventures lie ahead for him.

James Jack

24:26

Our kick off episode features James Jack, Head of the Business Owners Client Segment for UBS. James talks about why his group was formed and how his team helps support UBS financial advisors and their clients. We also learn the one remaining U.S. state he has to yet to visit.

UBS On-Air

Tune in to more UBS podcasts for conversations with analysts, influencers and market experts

Market Moves

Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

In the Now

In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

Conversations

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