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
Joseph Sciortino - "Go Ahead, Take Credit"
Look through the unique and specialized lens of Joe Sciortino, Global Head and CIO of Private Credit for Unified Global Alternatives within UBS Asset Management. Joe walks us through the landscape of Private Credit, what it is and why it's important today. This episode packs a learning punch to benefit portfolios big and small. Whether you're new to the concept or a seasoned professional, there is something for everyone as Joe weaves through the why of Private Credit, how credit touches everything in our economy and lives, and even debunks a few misnomers. Listen and learn!
Monique Marshall - "Black to Business"
Monique 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"
Stroll 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"
What 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"
UBS’ 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.
