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
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.
Amy Freitag - "Crazy Quilt of Generosity"
30:00Amy Freitag is the fourth President of the 100 year old New York Community Trust where she serves with passion and curiosity. Her stories are not only uplifting and filled with pride for NYC, but she takes the distinct view that it takes a community. A community of people from cab drivers to families to make philanthropy actionable for everyone. A conglomeration of all kinds of individuals who are generous in amounts both big and small... a crazy quilt of generosity where each patch is a different donor with a different life journey in New York City. Listen and be inspired!
Jodi Delaney - "Giving and Thanks!"
39:49Jodi Delaney is no stranger to the impact of giving. As the Executive Director of the Television Academy Foundation, she sees the power of a gift and its ripple effect. Jodi walks us through her 25 years in philanthropy and social change using uplifting examples on how giving can be a gift for both the recipient and the giver! And, she winds us down with concrete advice pulled from her soon to be released book.
