Shawna Hamilton, Senior Strategist on the UBS Family Advisory and Philanthropy Services team, talks with Dr. Barney Long, Senior Director of Conservation Strategies at Re:wild. Re:wild’s mission is to protect and restore the wild to build a thriving Earth where all life flourishes. Barney shares the importance and power of partnerships to expand and amplify this mission. Re:wild combines more than three decades of conservation impact by Leonardo DiCaprio and Global Wildlife Conservation, expertise, partnerships and platforms to bring new attention, energy and voices together.
20 Feb 2024
Force Blue
Liam McCormick, Senior Strategist for UBS Family Advisory and Philanthropy Services, speaks with Force Blue Co-Founder Jim Ritterhoff and Roger Sparks, Special Operations Veteran and Force Blue Diver. Force Blue seeks to address two seemingly unrelated problems: the rapidly declining health of our planet’s marine resources and the difficulty combat veterans have in adjusting to civilian life. Jim and Roger share the importance of intentionality and a focused mission statement as Force Blue works to unite Special Operations veterans with the world of marine conservation for the betterment of both lives and the planet.
20 Feb 2024
Bob Roth, David Lynch Foundation
Sabrina Parks, Business Associate on the Family Advisory and Philanthropy Services team, talks with Bob Roth, CEO of the David Lynch Foundation. The David Lynch Foundation helps prevent and eradicate the epidemic of trauma and toxic stress among at-risk populations through widespread implementation of the evidence-based Transcendental Meditation (TM) ® program. Bob has found passion and purpose in bringing TM to underserved inner-city students, veterans and abuse survivors with the goal of improving their health and cognitive abilities. He shares how the foundation has approached scale and evolved their strategy over time to achieve global impact.
20 Feb 2024
Levitt Foundation
Elizabeth Cribbs, Senior Strategist for Family Advisory and Philanthropy Services, talks with Levitt Foundation Board President Liz Levitt Hirsch and Founding Executive Director Sharon Yazowski. The Levitt Foundation partners with nonprofits across the country to activate underused public spaces to create joyous, inclusive community destinations. Liz and Sharon share practical advice on how to transition a family foundation, partner with local nonprofits and strategically approach sunsetting a private foundation.
20 Feb 2024
Pete Kadens, Hope Chicago and Kadens Family Foundation
Sarah Salomon, Head of UBS Family Advisory and Philanthropy Services, speaks with Pete Kadens, serial entrepreneur and philanthropist. Co-Founder of Green Thumb Industries, Pete is now Chairman of the Kadens Family Foundation and Hope Chicago, both nonprofit organizations focused on creating pathways out of poverty through education. Pete shares his journey and what he has learned along the way, such as the importance of family philanthropy and having a well-defined mission statement.
20 Feb 2024
Jean Trebek, Inside Wink
Sarah Salomon, Head of UBS Family Advisory and Philanthropy Services, speaks with Jean Trebek, CEO of Inside Wink, an altruistic lifestyle website. Driven by her passion to assist people in recognizing the innate goodness and generosity in life, she created Inside Wink with her partner Alison Martin. Jean shares insights from her philanthropy journey, including finding inspiration, seeing the benefits of a family foundation and the impact of involving her children in their family’s philanthropy.
20 Feb 2024
Danielle M. Reyes, Crimsonbridge Foundation
Elizabeth Cribbs, Senior Strategist for Family Advisory and Philanthropy Services, talks with Danielle M. Reyes, President and CEO of the Crimsonbridge Foundation, which takes an entrepreneurial approach to philanthropy to create social change. With over 25 years of experience in designing and leading innovative philanthropic programs and partnerships, Danielle provides insights on the right time to hire a professional to partner for your family’s philanthropy, plus how to think through your legacy.
20 Feb 2024
Dale and Katy Carlsen, Ticket to Dream
Shawna Hamilton, Senior Strategist on the Family Advisory and Philanthropy Services team, speaks with Dale Carlsen, Founder and CEO Emeritus of Ticket to Dream, and Dr. Katy Carlsen, Ticket to Dream Board Member. Dale and Katy discuss how they are living their legacy through their shared philanthropic passion for foster youth and Ticket to Dream, a nonprofit organization dedicated to providing hope and opportunity for foster children across the country.
20 Feb 2024
Andrea Jung, Grameen America
Julie Binder, Senior Strategist for Family Advisory and Philanthropy Services, speaks with Andrea Jung, President and CEO of Grameen America. The longest-serving female chief executive in the Fortune 500, Andrea is a trailblazer and long-term champion for women. She shares her passion for Grameen America, a microfinance institution dedicated to helping women who live in poverty build small businesses to create better lives for their families.
20 Feb 2024
Joe Blackstone, J3 Foundation
Speaking with Shawna Hamilton, Senior Strategist for Family Advisory and Philanthropy Services, Joe Blackstone discusses how his philanthropic journey parallels his entrepreneurial journey. After founding Blackstone Consulting Inc., an international service provider supporting nearly 6,000 employees, he and his wife Jamie Mohn created the J3 Foundation to help children in Los Angeles County schools stay on track.
20 Feb 2024
John Inserra, For Our Shared Humanity
Liam McCormick, Senior Strategist for Family Advisory and Philanthropy Services, talks with John Inserra, Founder of For Our Shared Humanity. John walked 1,700 miles over 120 days from North Dakota to Texas on a trek he called “Walking the Middle.” Part of living his legacy, John’s walk through 75 towns allowed him to concentrate on finding what we have in common.
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