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.
Podcast
Washington Update: Inflation Reduction ACT of 2022
45:37The Shantz Mantione Group recently had a lively discussion with Shane Lieberman, Federal Affairs Manager UBS Office of Public policy and Brad Dillon, Senior Wealth Strategist in the UBS Advanced Planning Group and Jessica Mullin, UBS Head of Equity Advisory Group as we discussed the particulars of the new compromise between Senators Manchin and Schumer.
Own Your Worth with Carey Shuffman
23:13Join us for a special conversation between Jill Faherty Lloyd and Carey Shuffman, Head of the Women’s Segment at UBS as the Shantz Mantione Group celebrates Women’s History Month and International Women’s Day. Carey will share more about the work UBS has done to champion gender equality through the lens of women’s financial participation, and the key insights from our groundbreaking Own Your Worth reports on women, wealth and financial well-being. Jill and Carey will also discuss “Women and investing: Reimagining wealth advice,” the newly released report from our global Chief Investment Office that just came out this month on the changing face of wealth and the positive momentum we’re seeing around women taking their seat at the financial table.
Washington Update with Jeb Hensarling
47:37Please join us for a discussion on the current market, federal policy and legislation with Jeb Hensarling, former eight-term US Congressman and former Chair of the House Financial Services Committee. Jeb Hensarling serves as a Managing Director and Executive Vice Chairman of UBS Americas. In this role he works with the firm’s senior leadership and most importantly, clients to better evaluate political risks and how public policy impacts their business interests and investment portfolios.
Women's Salon Event with Author, Eve Rodsky and Jill Faherty Lloyd
01:06:24Join Jill Faherty Lloyd for a conversation with New York Times best-selling author Eve Rodsky to discuss her new book. In Find Your Unicorn Space Eve offers an inspirational guide for setting new personal goals, rediscovering your interests, cultivating creativity, and reclaiming your Unicorn Space. In this fun and engaging talk, attendees will leave with a greater understanding of how to effectively divide domestic labor, help create a culture based on fairness, and find time and space for their passions. Eve Rodsky is the New York Times bestselling author of Fair Play: A Game-Changing Solution for When You Have Too Much to Do (and More Life to Live). She received her B.A. in economics and anthropology from the University of Michigan, and her J.D. from Harvard Law School.
Special Washington Update: What to Expect from Washington in 2022
34:35The 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.