The Shantz Mantione Group's Jill Faherty Lloyd sits down with Laura Gerson from Venture F.

We are excited to welcome back one of our favorite guests Paul Donovan, Chief economist UBS Global Wealth Management for a conversation on the state of the global economy, central banks, and where it’s all heading.

We are excited to welcome back one of our favorite guests John Savercool, UBS head of Governmental Affairs US for a conversation on the current political landscape, where we’re at and a preview of the coming elections.

Andrew Shantz and Jill Faherty Lloyd are joined by Matthew Newton, UBS Art Advisory Specialist, to discuss new happenings in the art world.

Due to the declining marriage rate, high divorce rate, and longer life expectancies of women we know there are more single women than ever before, so with that in mind, what did the research find?

The funding landscape has changed. Whether you’ve just closed a funding round, are thinking about the next phase of growth, or are a passionate investor in women-led businesses, it’s crucial to consider how to best align investment dollars with company mission, vision, and purpose. We are excited to have Delilah Panio to discuss approaches to funding company growth and how to successfully navigate raising capital.

Tom Mantione and Andrew Shantz speak with John Mathews, Head of Private Wealth Management and Jennifer Gabrielli, Head of Ultra High New Worth Client Solutions on the current state of Private Wealth Management at UBS and what we can expect in the future.

A discussion with Jill Faherty Lloyd and Carey Shuffman on the challenges women breadwinners face embracing their financial clout.

The Shantz Mantione Group and John Savercool discuss what we can expect for 2022 in both policy and politics. The biggest dynamic in the transition from 2021 to 2022 in Washington is that we are now in an election year. Members of Congress will spend more time in their districts and states campaigning for re-election, particularly during and after the summer. Given that, the window for legislating will be small and there will be a rush to tackle priority issues early in the year (particularly in the first quarter). John Savercool serves as Managing Director and Head of the UBS U.S. Office of Public Policy . This office covers all of the primary business units within UBS, including the Investment Bank, Wealth Management and Global AM. In this capacity, John directs the firm’s lobbying, political and policy advocacy efforts at the federal level.

Join The Shantz Mantione Group for a conversation with Greg Poole, UBS Global Head of Knowledge Network. Greg will discuss what KNET is, what information they gather and from whom, and how they use that data to help clients think about risk, positioning, edge, performance and flows. This is a very different view of UBS research than what you see from our CIO office and one that is more tactical and fast-paced.

Join the Shantz Mantione Group for a conversation with Paul Donovan who discusses current economic trends and what we should be watching for in 2023. Paul Donovan is the Chief Economist of UBS Global Wealth Management. Paul believes passionately that economics is something everyone can and should understand. He thinks of himself as a political economist, not a mathematical economist. Paul joined UBS in in 1992 and is a supporter of the UBS Women in Economics Program. Paul is also an amateur light-heavyweight boxer who is prepared to defend his forecasts in the ring!

Jill Faherty Lloyd speaks with Amantia Muhedini regarding ESG and sustainable investing.

Please join us for a conversation between Jill Faherty Lloyd and UBS Head of the Women’s Segment, Carey Shuffman as they discuss our latest Own Your Worth research.

The Shantz Mantione Group recently had a lively discussion with Shane Lieberman, Federal Affairs Manager UBS Office of Public policy and Brad Dillon, Senior Wealth Strategist in the UBS Advanced Planning Group and Jessica Mullin, UBS Head of Equity Advisory Group as we discussed the particulars of the new compromise between Senators Manchin and Schumer.

Join us for a special conversation between Jill Faherty Lloyd and Carey Shuffman, Head of the Women’s Segment at UBS as the Shantz Mantione Group celebrates Women’s History Month and International Women’s Day. Carey will share more about the work UBS has done to champion gender equality through the lens of women’s financial participation, and the key insights from our groundbreaking Own Your Worth reports on women, wealth and financial well-being. Jill and Carey will also discuss “Women and investing: Reimagining wealth advice,” the newly released report from our global Chief Investment Office that just came out this month on the changing face of wealth and the positive momentum we’re seeing around women taking their seat at the financial table.

Please join us for a discussion on the current market, federal policy and legislation with Jeb Hensarling, former eight-term US Congressman and former Chair of the House Financial Services Committee. Jeb Hensarling serves as a Managing Director and Executive Vice Chairman of UBS Americas. In this role he works with the firm’s senior leadership and most importantly, clients to better evaluate political risks and how public policy impacts their business interests and investment portfolios.

Join Jill Faherty Lloyd for a conversation with New York Times best-selling author Eve Rodsky to discuss her new book. In Find Your Unicorn Space Eve offers an inspirational guide for setting new personal goals, rediscovering your interests, cultivating creativity, and reclaiming your Unicorn Space. In this fun and engaging talk, attendees will leave with a greater understanding of how to effectively divide domestic labor, help create a culture based on fairness, and find time and space for their passions. Eve Rodsky is the New York Times bestselling author of Fair Play: A Game-Changing Solution for When You Have Too Much to Do (and More Life to Live). She received her B.A. in economics and anthropology from the University of Michigan, and her J.D. from Harvard Law School.

The Shantz Mantione Group and John Savercool discuss what we can expect for 2022 in both policy and politics. The biggest dynamic in the transition from 2021 to 2022 in Washington is that we are now in an election year. Members of Congress will spend more time in their districts and states campaigning for re-election, particularly during and after the summer. Given that, the window for legislating will be small and there will be a rush to tackle priority issues early in the year (particularly in the first quarter). John Savercool serves as Managing Director and Head of the UBS U.S. Office of Public Policy . This office covers all of the primary business units within UBS, including the Investment Bank, Wealth Management and Global AM. In this capacity, John directs the firm’s lobbying, political and policy advocacy efforts at the federal level.

The Shantz Mantione Group is joined by Julie Binder, Senior Strategist UBS Family Advisory and Philanthropy Services for a conversation. With the holiday season fast approaching, families will be gathering to celebrate the holidays with one another. Conversations among family members are key to gaining a deeper understanding of individuals, the family as a whole, and important family dynamics. We will share an activity for you and your family to enjoy at your next gathering. As we have found, reconnecting through conversation is often the highlight of precious time together.

Jill Faherty Lloyd and Margot Navins, Vice President, Charitable Planning Consultant with Fidelity Charitable have a conversation on smarter ways to give to charity as the year is coming to an end. Margot shares strategic and creative ways to fund your charitable giving and some efficient Estate Planning ideas.