Self Equity

UBS advisor podcasts

Welcome to Self Equity, the podcast that dives into the inspiring journeys of founders, entrepreneurs, athletes, and entertainers. Throughout each episode, we'll explore the stories of remarkable individuals who have made significant impacts in their respective fields. From the challenges they faced to the triumphs they celebrated, we'll uncover the underlying factors that fueled their success. Whether you're an aspiring entrepreneur, looking to sell your business, or simply seeking inspiration, we're here to provide you with valuable insights and content to help you reach your goals. Join us as we delve into the journeys of business owners, athletes, founders, and executives to discover the key areas that led to their success. We'll discuss the pivotal moments, the lessons learned, and the strategies that helped them turn their dreams into reality.

mitch slater discussing raising financially responsible children

27 May 2026

Episode 36: The Power Of Access with Entertainment Access President, Mike Zandman

On Episode 36 of Self Equity we're joined by Mike Zandman, President of Entertainment Access, a VIP hospitality and ticketing firm that curates premium experiences for major events around the world. In this episode, we get into how Mike turned access into a scalable business, the financial realities behind a glamorous industry, and why human connection may be the most under appreciated form of leverage today. Co-Host of this episode is Jordan Zelniker, Wealth Strategy Associate at the Zelniker Dorfman Carr & Heritage Group.

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mitch slater discussing raising financially responsible children

13 May 2026

Episode 35: How Athletes Think About Real Estate with Nick Green

On Episode 35 of Self Equity we're joined by Nick Green, a real estate advisor working across New York, Miami, and Boston, specializing in luxury and sports and entertainment clients. We talk about how athletes think about real estate, and the decisions that separate those who build wealth from those who just spend it. Co-Host of this episode is Chris Bostick, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.

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mitch slater discussing raising financially responsible children

22 Apr 2026

Episode 34: The Millennial Career Crisis, Building Future Leaders with Chelsea Lewis

On Episode 34 of Self Equity we're joined by Chelsea Lewis, Founder of Loomrise Advisory. Chelsea works with leaders through one on one coaching and advisory engagements to help teams move faster, navigate change, and perform at a higher level. In this episode, we’ll talk about how she built her career and what she’s seeing among today’s most effective business owners.

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mitch slater discussing raising financially responsible children

08 Apr 2026

Episode 33: The Long Game, Stanford Thinking in a Chargers Uniform with NFL Safety Kendall Williamson

On Episode 33 of Self Equity we sit down with Kendall Williamson, safety for the Los Angeles Chargers. Kendall’s journey through the NFL has given him a front row seat to the realities of money, contracts, and self worth in a league where nothing is guaranteed. We’re talking about how his mindset around value has changed, what stability really means when your career is uncertain, and how he’s utilizing his network as a Stanford alumni to build on his brand beyond football. Joining as Co-host today is Ryan Lynch, Financial Advisor for the Zelniker Dorfman Carr & Heritage Group.

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mitch slater discussing raising financially responsible children

26 Mar 2026

Quarterly Market Update with Scott Zelniker 03.26.26

Each quarter we take a step back to look at what's been happening in the markets, what trends are shaping the economy, and what investors should be paying attention to in the months ahead. This episode was recorded on 3-24-26 and does not account for any information following.

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Contact information

The Zelniker Dorfman Carr & Heritage Group
1285 Avenue of the Americas
15th, 16th, 17th and 18th Floors
New York, NY 10019
(212) 713-3645

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