Winged & Ready
Using real stories to understand the pivotal moments and critical skills to get you and your business winged and ready to take flight, move nimbly and stop waiting (in the wings).
UBS Advisor Podcasts
Avi Sinensky - "Exit Right: The Five P's"
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!
Natalie McVeigh- "Speak it as Truth"
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 - "Pick Up the Phone!"
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!
Joseph Sciortino - "Go Ahead, Take Credit"
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 - "Black to Business"
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.
