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UBS On-Air: Conversations

Hosted by Client Strategy Office · news · EN

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About this Podcast:

UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

Pitch Analysis

Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.

Contact path

Verified email

Booking probability

31%

Guest openness

Selective

Verified email on file
80/100
Required Score

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Questions about UBS On-Air: Conversations

What is UBS On-Air: Conversations about?

UBS On-Air: Conversations offers a surprising array of fresh perspective, it’s advice beyond investing, with topics that can take you anywhere

Who hosts UBS On-Air: Conversations?

UBS On-Air: Conversations is hosted by Client Strategy Office. The show has published 36 episodes to date.

What has UBS On-Air: Conversations covered recently?

Recent episodes include "Planning Podcast Series: Planning for the LGBTQ Family" (25 June 2026, 19 minutes), "Planning Podcast Series: Planning for the LGBTQ Family" (25 June 2026, 19 minutes), and "2026 Planning Guide podcast" (22 May 2026, 10 minutes).

How often does UBS On-Air: Conversations publish?

UBS On-Air: Conversations publishes roughly monthly, with episodes averaging 19 minutes across 36 episodes.

How hard is it to get booked on UBS On-Air: Conversations?

Booking probability for UBS On-Air: Conversations is 31%, and the host is rated Selective on guests. UBS On-Air: Conversations requires a Pod Score of 80 or higher. UBS On-Air: Conversations's contact route on record: verified email.

Who should pitch UBS On-Air: Conversations?

The strongest fits for UBS On-Air: Conversations are Investment Banking & Trading. UBS On-Air: Conversations has a news audience.

About the host

Client Strategy Office hosts UBS On-Air: Conversations, a news podcast with 36 episodes published.

Verified host email: ████████@████.comSign in to unlock →

Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • UBS On-Air: Conversations

    Planning Podcast Series: Planning for the LGBTQ Family

    Jun 25, 202619 min

    In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy

  • UBS On-Air: Conversations

    Planning Podcast Series: Planning for the LGBTQ Family

    Jun 25, 202619 min

    In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy

  • UBS On-Air: Conversations

    2026 Planning Guide podcast

    May 22, 202610 min

    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...

  • UBS On-Air: Conversations

    Sustainable Investing Perspectives: Renewable energy & Infrastructure trends

    Mar 11, 202632 min

    A roundtable discussion on growing global demand and application trends in renewable energy and infrastructure, along with a look at technological innovations and investment considerations associated with these themes...

  • UBS On-Air: Conversations

    Sustainable Investing Perspectives: Shifts shaping portfolios in 2026

    Feb 3, 202618 min

    Sustainable investing is entering a new era, one where outcomes, resilience, and real-world impact sit at the center of portfolio construction. From equities to fixed income to alternatives, 2026 brings both structural...

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  • UBS On-Air: Conversations

    Top of the Morning: Women and health - Challenges and opportunities

    Jan 23, 202612 min

    The UBS Women and health reports examines the gender health gap - what it is, and how it affects women’s lives and financial wellbeing. We discuss these topics and highlight the rapid growth over the last few years in...

  • UBS On-Air: Conversations

    Top of the Morning: 2026 Roth catch-up explained

    Jan 21, 202614 min

    Our conversation spotlights an important retirement savings change taking effect in 2026 as part of the SECURE 2.0 Act. For certain high wage earners, catch-up contributions will be required to be made on a Roth basis...

  • UBS On-Air: Conversations

    Family Office Solutions Podcast: AI and Family Offices - building the intelligence layer

    Dec 11, 202536 min

    In this episode of the Family Office Solutions Podcast, host Mark Tepsich, a family office design and governance strategist, speaks with Rishi Bali, founder and CEO of OPCO.AI. The discussion focuses on how family...

  • UBS On-Air: Conversations

    Planning Podcast Series: Year-end planning strategies

    Nov 17, 20259 min

    Jennifer Lan and Chelsea Rubio from the UBS Advanced Planning Group join UBS Conversations to outline planning considerations to be mindful of as we approach year end, including income tax planning, wealth transfer...

  • UBS On-Air: Conversations

    Top of the Morning: Year-end planning priorities - Retirement and tax strategies

    Nov 5, 202520 min

    Join Justin Waring, Head of UBS Wealth Way Strategy and Solutions, as he outlines year-end planning priorities and what’s on the horizon for retirement and tax strategies in 2026. Whether you are decades away from...

  • UBS On-Air: Conversations

    Cybersecurity for Family Offices: Safeguarding Wealth in a Digital World

    Oct 31, 202522 min

    In honor of Cybersecurity 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...

  • UBS On-Air: Conversations

    Sustainable Investing: Themes in focus, Portfolio construction, Climate Week

    Sep 29, 202521 min

    A look at longer-term investment themes, portfolio construction considerations, and how to measure climate impact. Pus, a look at critical conversations had during Climate Week in New York. Featured is Tiffany Agard...

  • UBS On-Air: Conversations

    The OBBB Effect: How One Big Beautiful Bill Is Reshaping Philanthropy

    Aug 19, 202515 min

    Discover how the One Big Beautiful Bill (OBBB) is reshaping philanthropy. Host Isaac Chota (UBS) and guest Gil Nusbaum (National Philanthropic Trust) discuss new charitable giving rules like the 0.5% AGI threshold, a...

  • UBS On-Air: Conversations

    Planning topics to consider after the One Big Beautiful Bill Act

    Aug 18, 202514 min

    Advanced Planning Senior Wealth Strategists, Jacqueline Denton and Laura Chooljian discuss various estate tax, income tax, charitable, and other planning strategies that individuals may wish to consider in light of the...

  • UBS On-Air: Conversations

    The Family Office Participation Plan

    Jul 30, 202525 min

    In this episode, Mark Tepsich, Family Office Design and Governance Strategist for UBS Americas, is joined by Josh Gentine. Josh is the founder of Bench Consulting, a family enterprise governance consulting firm. The...

  • UBS On-Air: Conversations

    Macro Monthly Podcast with UBS Asset Management

    Jul 28, 202514 min

    Join Evan Brown, Head of Multi-Asset Strategy and Portfolio Manager for UBS Asset Management, for an assessment of the current macro and geopolitical environment. Recorded on 25.07.01

  • UBS On-Air: Conversations

    Around the Horn: Fixed Income Roundtable with UBS Asset Management

    Jul 28, 202525 min

    Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the...

  • UBS On-Air: Conversations

    Macro Monthly Podcast with UBS Asset Management

    Jun 29, 202515 min

    Join Evan Brown, Head of Multi-Asset Strategy for UBS Asset Management, for an assessment of the macro environment as we head into the mid-point of 2025. Recorded on 25.06.09

  • UBS On-Air: Conversations

    In conversation: Consolidated Reporting: A function whose time has come

    Jun 26, 202523 min

    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...

  • UBS On-Air: Conversations

    Top of the Morning: A “Spending waterfall” to fund your retirement lifestyle

    Jun 18, 202519 min

    Learn about how retirees can manage taxes when withdrawing from their accounts in retirement to ultimately improve their after-tax growth potential. Featured are Justin Waring, Senior Total Wealth Strategist, & Ainsley...

Recent guests

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