news
Hosted by UHNW Advisory Americas · news · EN
Dive into insights on family offices, art, philanthropy and wealth planning.
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Contact path
Verified email
Booking probability
32%
Guest openness
Selective
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Signup to Generate a PitchIn conversation is hosted by UHNW Advisory Americas. The show has published 40 episodes to date.
Recent episodes include "Beyond the ballpark: Leadership and strategy in team ownership" (26 October 2026, 27 minutes), "Building the next generation of family office talent" (13 October 2026, 41 minutes), and "Advanced Planning: 2026 Planning Guide podcast" (28 May 2026, 10 minutes).
In conversation publishes roughly every two weeks, with episodes averaging 22 minutes across 40 episodes.
Booking probability for In conversation is 32%, and the host is rated Selective on guests. In conversation requires a Pod Score of 80 or higher. In conversation's contact route on record: verified email.
The strongest fits for In conversation are Investing & Wealth Management. In conversation has a news audience.
UHNW Advisory Americas hosts In conversation, a news podcast with 40 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
In conversation
Alex Rodriguez, Chairman and CEO of A-Rod Corp, Co-Chairman of the Minnesota Timberwolves and Minnesota Lynx, and Major League Baseball legend, for a discussion on leadership, investing, and strategic decision-making...
In conversation
In this episode of Family Office in Focus, Mark Tepsich and Ben Pogue discuss Indiana University’s School of Law’s groundbreaking Family Office Program, the first law school initiative designed to prepare students for...
In conversation
Jacqueline Denton and Matt Fecteau from the UBS Advanced Planning Group join UBS Conversations to discuss the 2026 Planning Guide, new charitable income tax deduction rules, and qualified small business stock. Host...
In conversation
Jacqueline Denton and Matt Fecteau from the UBS Advanced Planning Group join UBS Conversations to discuss the 2026 Planning Guide, new charitable income tax deduction rules, and qualified small business stock. Host...
In conversation
Hear Libby Stantial, strategist with UBS Family Advisory and Philanthropy Services, discuss new challenges and opportunities families face with $83 trillion being transferred across generations.
In conversation
Matthew Newton, Head of UBS Art Advisory Americas, sits down with Linda Selvin, Executive Director of the Appraisers Association of America, to discuss why appraisals matter throughout the lifecycle of a collection. The...
In conversation
Head of UBS Art Advisory Americas, Matthew Newton, sits down with John S. Matthews, Head of UBS Private Wealth Management, to discuss Leading insights from "The Art Basel and UBS Global Art Market Report 2026 by Arts...
In conversation
UBS Art Advisory Specialist, Rachel Peart, sits down with David Galperin, Vice Chairman, Head of Contemporary Art at Sotheby’s, to explore how a marquee evening sale is built. From sourcing trophy works to managing...
In conversation
UBS Art Advisory Specialist, Rachel Peart, sits down with Emily Kaplan, Senior Vice President and Senior Specialist, Postwar and Contemporary Art at Christie’s, to dive deeper on how auction estimates, reserves, and...
In conversation
Jeremy Langlois of iCapital discusses juggling his hockey career while developing Mirador with CEO Joe Larizza, the value of consolidated reporting and data mining for family offices today, ways the industry is evolving...
In conversation
When does it make sense to have a dedicated policy for your fine art collection? Should you itemize your artworks? How should you approach valuation? Bradly Taylor of HUB International joins Matthew Newton, Head of UBS...
In conversation
Dan Cassidy hosts Jennifer Lan and Chelsea Rubio, who discuss an assortment of year-end planning ideas. Jennifer is a Senior Wealth Strategist based in Dallas. Chelsea is a Senior Wealth Strategist based in Washington...
In conversation
In honor of Cyber security Awareness Month, this episode of the Family Office Solutions podcast explores the rising threat landscape facing family offices and ultra-high-net-worth individuals. Host Mark Tepsich, Family...
In conversation
Sarah Rosen, Managing Director and Head of Strategic Partnerships at Blackcloak, and Mark Tepsich, Family Office Design and Governance Strategist, address the critical importance of cybersecurity for family offices...
In conversation
Advanced Planning Senior Wealth Strategists, Todd Mayo and Jacqueline Denton and Associate Wealth Strategist, Chelsea Rubio, sit down with Dan Cassidy to discuss meaningful planning insights from this year’s guide.
In conversation
Advanced Planning Senior Wealth Strategists, Brad Dillon and Joanna Morrison give insights as to what makes planning for LGBTQ couples unique and highlight specific examples from their new whitepaper, Planning for the...
In conversation
In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, sit down with Dan Cassidy to discuss what makes planning for the LGBTQ community unique.
In conversation
Dan Cassidy sits down with Jaqueline Denton and Laura Chooljian who discuss various estate tax, income tax, charitable, and other planning strategies that individuals may wish to consider in light of the recent federal...
In conversation
Patrick McCurry, Partner at McDermott Will & Emery, and Mark Tepsich, UBS Family Office Design and Governance Strategist, continue their exploration of common types of long-term compensation plans for family offices and...
In conversation
Patrick McCurry, Partner at McDermott Will & Emery, and Mark Tepsich, UBS Family Office Design and Governance Strategist, discuss common types of long-term compensation plans for family offices and their key executives...
Recent guests on In conversation. Study who booked and why before you pitch.
Head of UBS Art Advisory Americas, UBS Family Office Solutions
Senior Vice President and Senior Specialist, Postwar and Contemporary Art, The Broken Science Initiative
Managing Director and Head of Strategic Partnerships, Strathcona Regional District
Senior Wealth Strategist, UBS
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