Winged & Ready
Using real stories to understand the pivotal moments and critical skills to get you and your business winged and ready to take flight, move nimbly and stop waiting (in the wings).
UBS Advisor Podcasts
Monique Marshall - "Black to Business"
20:25Monique Marshall grew up in the small Georgia town of Ocilla. She had zero representation of what it was to be a Black entrepreneur. Attending Howard University she saw the power of collaboration unfold for the first time and it struck a chord Especially when she later saw peers stalling out when they tried to start businesses, not because of lack of dreams, but from the uncertainty of what steps to take to make their dreams a reality. So she started Black To Business, with a mission to support first-time Black entrepreneurs by helping them navigate the world of business and simplify the startup journey for early-stage and first-generation Black entrepreneurs. Her ability to pay it forward and build community is inspirational! Enjoy this episode.
Christine Farrier Rosemin - "Walking Down the Street"
26:42Stroll through the accidental discovery of the new community 'TechWalk' with founder Christine Farrier Rosemin. She is not only UBS Luminary Fellow but she is a career B2B marketer with extensive experience in leadership roles at tech unicorns. She is founder of TechWalk, a wildly popular community for SaaS professionals, now boasting over 4,000 participants and celebrating its 100th walk in October. Christine’s passion lies in helping people reimagine what fun, inclusive, and impactful networking can look like.
Julie Binder - "Above Board: Friendraising 101"
18:50What is 'friendraising?' listen to advice from Julie to learn how it can meaningfully move a charity's mission forward. Julie Binder is a Senior Strategist with Family Advisory and Philanthropy Services, and works with families on understanding money, values and philanthropic intent in the family wealth context and the dynamic overlap of five types of capital—human capital, intellectual capital, social capital, foundational capital, and financial capital. Family and Philanthropy Advisory is a thought partner to advisors and their exceptional client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.
Paul Hsiao - "Wait and See"
18:39UBS’ Wealth Management’s CIO team launched a new report, "CEO Macro Briefing Book," that digs into the current landscape specifically for business owners and CEOs. Paul has an engaging and fun way of sifting through topics that matter in the economy, markets and geopolitical environment. Hear directly what matters most today from Paul who, prior to UBS, was an Economist for the Boston Consulting Group (BCG) and for Pine Bridge Investments, in their New York and Hong Kong offices. His work has been published in Fortune Magazine, Harvard Business Review, CNBC, Asian Investor and other major outlets. Paul graduated from Columbia University in the School of New York with a degree in Economics and a minor in Psychology and has also studied at The Johns Hopkins University and the London School of Economics.
Saroya Friedman-Gonzalez - "Where Everybody Knows Your Name"
20:26Saroya Friedman-Gonzalez is the CEO of Greater New York Councils, Boy Scouts of America, "BSA." She has a deep passion for serving youth and brings that verve to over 8,000 Scouts and Explorers and over 2,220 volunteers in the five boroughs of NYC! She tells us why BSA is not what many expect it to be and how it combines empathy, civic service and life changing skills to change the lives of NYC youths from every imaginable background. This is Scouting in a New York state of mind.
