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Discussion of relevant topics in today's market environment as well as interviews with local business leaders.
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Mike Ryan, CFA, Divisional Vice Chairman for UBS Global Wealth Management
32:07We welcome our guest speaker, Michael Ryan, CFA, Divisional Vice Chairman for UBS Global Wealth Management, who has more than 35 years of experience in the financial industry and is widely recognized as a leading market expert. In his role as vice chairman, Mike focuses on engaging with UBS clients to help deepen their understanding of the macroeconomic, social, geopolitical and policy trends and how they impact both the short- and long-term investment outlook.
Building Your Legacy Through Philanthropy
26:47As a Senior Strategist with Family Advisory and Philanthropy Services Americas, Liam works with families helping them understand their relationship with money, values and philanthropic intent. Focus is placed on the intersection of the five types of capital; human, intellectual, social, foundational and financial. Family Advisory and Philanthropy Services is a thought partner to Financial Advisors and exceptional client families supporting wealth transition, family governance, and philanthropy as families seek guidance in developing cohesive strategies to bridge generations and build legacy.
Energy Update - Featuring James (Jay) Dobson, MLP and Utilities Analyst, UBS Global Wealth Management
33:20We welcome James (Jay) Dobson, Energy and Utilities Analyst Americas, UBS Global Wealth Management to provide an update on the energy sector with geo-political tensions on the rise. We discuss what is really happening within the sector and what to expect as we move ahead.
Jeb Hensarling - Former congressman and chairman of the House Financial Services Committee
38:23Congressman Hensarling joins us and shares his perspectives on the current consensus thinking on inflation, expectations for rising interest rates and how they could impact markets, and how the political climate and the composition of the Fed board could shape monetary policy going forward.
The Year Ahead - 2022
31:52John Petika Sr, Senior Portfolio Manager & Senior Vice President of Wealth Management, shares his views of the markets and the economy for the year ahead.
