O’Leary Partners Observations
Welcome to The O’Leary Partners’ Observations (OPO) — a dynamic podcast series featuring unique insights from influential Floridian professionals, UBS thought leaders, and other distinguished voices within the O’Leary Partners’ network. Each month, we dive into thought-provoking topics designed to spark “aha!” moments, offering fresh perspectives to inspire both your personal growth and professional success. Contact information: O’Leary Partners, 100 SE Second Street, 25th Floor, Miami, FL, 33131, gabrielle.oleary@ubs.com, 305-536-9241
UBS Advisor Podcasts
The Heart of Miami: How United Way’s Chief Philanthropy Officer Drives Change
At the heart of every thriving community are people who care—and act. In this episode, Gabrielle O’Leary sits down with Gladys Reed, Chief Philanthropy Officer at United Way Miami, to explore how the organization is transforming lives across the city. Gladys shares the mission driving their work, the moments that fuel her passion, and the corporate partnerships making a real difference. Gabrielle highlights how individuals and families can amplify their giving through donor-advised funds, while Gladys offers a powerful glimpse into the stories, strategies, and collaborations shaping Miami’s future.
Chomping the Bear with UBS CIO: Florida Gators’ Triumph as a Blueprint for Market Success
What do the Florida Gators basketball team and bear markets have in common? In this high-impact episode, Gabrielle O’Leary welcomes Matthew Tormey, US Equity Strategist at UBS CIO, to break down what defines a bear market, whether we’re in one (or heading for one), and how smart investors can turn volatility into opportunity. From portfolio positioning to sector resilience, plus how to help investors stay focused when emotions run high—you’ll walk away with timely insights and actionable ideas straight from UBS’s playbook.
Sunshine and Strategy: Unlocking Hidden Value in Florida Lands with AgAmerica
In this episode, UBS sits down with AgAmerica to uncover the key market trends shaping Florida’s dynamic land and agriculture landscape. We explore the unique challenges and opportunities that today’s landowners are facing, from shifting market demands to evolving environmental considerations. But we don’t stop there—AgAmerica shares actionable strategies to help you maximize the value of your land, whether you’re running a family farm, considering your next big investment, or simply curious about the health of the soil beneath your boots. If you care about the future of agriculture, land ownership, or smart investment strategies, this is one conversation you won’t want to miss.
Fixed Income Focus: Navigating Markets and Opportunities with Lord Abbett
In this discussion, we team up with Lord Abbett to explore 2025's fixed income forecast. From stormy markets to central banks setting the temperature with interest rate policy, we'll map out the current conditions. We'll also uncover pockets of sunshine with relative value opportunities, assess the credit climate, and share tips for portfolio positioning to help you navigate uncertainty like a pro. Featured is Patrick Layng, Regional Manager at Lord Abbett. Host: Gabrielle O'Leary
Tax & Accounting Insights in the Post-Election Landscape
In this episode, we’re unpacking some important updates that could affect your financial world. We’ll start with a look at the election results and what they might mean for tax and accounting policies. Next, we’ll dig into potential tax policy changes that could impact everyone—from everyday taxpayers to high-net-worth individuals. Then, we’ll zero in on estate and gift tax planning, exploring how current and proposed rules might influence wealth transfer strategies. Lastly, we’ll tackle corporate and business tax implications, breaking down how companies of all sizes might need to adapt to new regulations. It’s all about giving you practical insights to plan for the road ahead—whether it’s for you, your family, or your business. Featured is Jonathan George, CPA. Host: Gabrielle O'Leary.
