Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer Team
Liz DeMontrond from the Young Lockwood Sauer Team at UBS in Houston interviews influential thinkers both inside and outside of the firm. We discuss markets, culture, planning, charity, sports, and overall lifestyle items with a special guest varying in each episode. Our goal with this series is to showcase the team's personality to our listeners and to enlighten with thought-provoking conversations across a diverse set of topics.
UBS Advisor Podcasts
Talking Business with Fred Brazelton of Platform Partners
27:38Liz DeMontrond and Charles Litton host Fred Brazelton, CEO of local Private Equity firm Platform Partners. Fred tells us his thoughts on the private equity landscape right now, how this space has changed over the years, and what could be on the horizon. Unfortunately his Final Four pick didn't hold up too well...
The Trailblazers of the Houston Livestock Show & Rodeo
36:39Host Liz DeMontrond is joined by teammate Crystal Maxwell and UBS colleague Ann Page to discuss everyone's favorite time in Houston - Rodeo season! The 3 ladies discuss the history of the Houston Livestock Show & Rodeo, its incredible philanthropic efforts, how this massive organization is scaled, and the deep-fried food that you shouldn't miss out on (everything from Oreos to Lasagna...). Howdy!
Cooking up a good time with Hugo Ortega and Tracy Vaught
52:10It's a holiday miracle! Liz DeMontrond and Barry Young from the Young Lockwood Sauer team at UBS in Houston interview renowned chefs Hugo Ortega and Tracy Vaught. While Liz and Barry were initially a little star-struck, they talk to these local legends about the Houston restaurant scenes, Hugo's heritage, running a family-owned business, and some favorite holiday traditions.
Taking Care of Aging Loved Ones with Debra Phares, UBS Family Advisory & Philanthropy Services
27:36Liz DeMontrond and Brittany Steitz have a productive and engaging conversation with Debra Phares, from UBS Family Advisory & Philanthropy Services, on the tough subject of taking care of aging/sick loved ones. While the topic can be uncomfortable to think about, it is something that affects or will affect each of us at some point. Debra, Brittany, and Liz discuss the important things to keep in mind when planning around, communicating about, and charting a course through this season of life.
Talking "Unsettled Business" with Mike Ryan, UBS Divisional Vice Chairman
00:00Liz DeMontrond and Liz Lockwood, from UBS' Young Lockwood Sauer Team in Houston, interview UBS Divisional Vice Chairman and former Chief Investment Officer Americas Mike Ryan. Liz and Liz pick Mike's brain on the Federal Reserve, the recent banking fallout, and opportunities in the investment landscape. Tune into why he thinks there is "unsettled business" in the macro environment and what he thinks makes today's market uniquely unique.
Market Outlook with Chris Wallis, Vaughan Nelson
50:38Liz DeMontrond and Barry Young sit down with Chris Wallis, CEO and CIO of Vaughan Nelson Investment Management. Chris provides us with his thoughts on different parts of financial and economic markets, as well as his take on moving to Houston from Boston, how the investment business has changed over the year, and the grade he would give the Federal Reserve for their performance over the past few years (spoiler alert: it's not an A).
