by Client Strategy Office
UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere
Language
🇺🇲
Publishing Since
1/11/2021
Email Addresses
1 available
Phone Numbers
0 available
April 29, 2025
Justin and Ainsely outline the considerations for adding annuity income as part of one’s retirement strategy, along with explain the current appeal of annuities, and steps investors can take in order to make a plan. Featured is Justin Waring, Senior Total Wealth Strategist, & Ainsley Carbone, Retirement Strategist, UBS Chief Investment Office. Host: Daniel Cassidy
April 28, 2025
John Mathews and Neil Malik from K1 Investment Management had a conversation on various topics, including the inception of K1, key lessons learned early in Neil Malik's career, and the biggest trends shaping the enterprise software space in the next 5-10 years. Additionally, they touched on the current environment for exits, volatility and risk strategies, and the impact of AI on their firm and the enterprise software space.
April 28, 2025
John Mathews had an insightful conversation with Chris Davis, Chairman and Portfolio Manager of Davis Advisors. During their discussion, Chris Davis shared his perspectives on market volatility, geopolitical events, emotion-based investment decisions, and intergenerational wealth transfer.
Client Strategy Office
Client Strategy Office
Dr. David Kelly
J.P. Morgan
Morgan Stanley
Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
Goldman Sachs
Michael Cembalest
Goldman Sachs
J.P. Morgan Global Research
J.P. Morgan Global Research
Goldman Sachs
Ted Seides – Allocator and Asset Management Expert
Bloomberg
Bloomberg
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