Relentless Pursuit with The Shantz Mantione Group
Thank you for joining the Shantz Mantione group as we invite our UBS colleagues, members from an extensive professional network, and leaders from our communities to discuss timely topics and issues, and sometimes even have a little fun. Driven to transform your financial life, our core values start with clients first and that is what this series is all about. We put you first as we deliver honest, fair and insightful financial solutions.
21 Mar 2024
Conversation on happenings in the art world with Matthew Newton, UBS Art Advisory Specialist
Andrew Shantz and Jill Faherty Lloyd are joined by Matthew Newton, UBS Art Advisory Specialist, to discuss new happenings in the art world.
18 Sep 2023
Women-led businesses, how to best align investment dollars with company mission, vision, and purpose
The funding landscape has changed. Whether you’ve just closed a funding round, are thinking about the next phase of growth, or are a passionate investor in women-led businesses, it’s crucial to consider how to best align investment dollars with company mission, vision, and purpose. We are excited to have Delilah Panio to discuss approaches to funding company growth and how to successfully navigate raising capital.
27 Mar 2023
What to Expect from Washington in 2023
The Shantz Mantione Group and John Savercool discuss what we can expect for 2022 in both policy and politics. The biggest dynamic in the transition from 2021 to 2022 in Washington is that we are now in an election year. Members of Congress will spend more time in their districts and states campaigning for re-election, particularly during and after the summer. Given that, the window for legislating will be small and there will be a rush to tackle priority issues early in the year (particularly in the first quarter). John Savercool serves as Managing Director and Head of the UBS U.S. Office of Public Policy . This office covers all of the primary business units within UBS, including the Investment Bank, Wealth Management and Global AM. In this capacity, John directs the firm’s lobbying, political and policy advocacy efforts at the federal level.
27 Mar 2023
UBS Knowledge Network Insights to the markets with Greg Poole
Join The Shantz Mantione Group for a conversation with Greg Poole, UBS Global Head of Knowledge Network. Greg will discuss what KNET is, what information they gather and from whom, and how they use that data to help clients think about risk, positioning, edge, performance and flows. This is a very different view of UBS research than what you see from our CIO office and one that is more tactical and fast-paced.
Contact information
Contact information
The Shantz Mantione Group
1701 Highway A1A
Suite 101
Vero Beach, FL 32963
(203) 705-4222
