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Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer Team

by UBS advisor podcasts · 13 episodes

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Liz DeMontrond from the Young Lockwood Sauer Team at UBS in Houston interviews influential thinkers both inside and outside of the firm. We discuss markets, culture, planning, charity, sports, and overall lifestyle items with a special guest varying in each episode. Our goal with this series is to showcase the team's personality to our listeners and to enlighten with thought-provoking conversations across a diverse set of topics.

Latest episodes

  1. Gone Fishing with Oliver White

    Liz DeMontrond and Barry Young interview Oliver White, owner of Oliver White Fishing, Inc. Oliver tells us more about the state of global travel, the best places to fish around the…

    37 min
  2. Talking Business with Fred Brazelton of Platform Partners

    Liz DeMontrond and Charles Litton host Fred Brazelton, CEO of local Private Equity firm Platform Partners. Fred tells us his thoughts on the private equity landscape right now, how…

    28 min
  3. The Trailblazers of the Houston Livestock Show & Rodeo

    Host Liz DeMontrond is joined by teammate Crystal Maxwell and UBS colleague Ann Page to discuss everyone's favorite time in Houston - Rodeo season! The 3 ladies discuss the history…

    37 min
  4. Cooking up a good time with Hugo Ortega and Tracy Vaught

    It's a holiday miracle! Liz DeMontrond and Barry Young from the Young Lockwood Sauer team at UBS in Houston interview renowned chefs Hugo Ortega and Tracy Vaught. While Liz and Bar…

    52 min
  5. Taking Care of Aging Loved Ones with Debra Phares, UBS Family Advisory & Philanthropy Services

    Liz DeMontrond and Brittany Steitz have a productive and engaging conversation with Debra Phares, from UBS Family Advisory & Philanthropy Services, on the tough subject of taking c…

    28 min
  6. Talking "Unsettled Business" with Mike Ryan, UBS Divisional Vice Chairman

    Liz DeMontrond and Liz Lockwood, from UBS' Young Lockwood Sauer Team in Houston, interview UBS Divisional Vice Chairman and former Chief Investment Officer Americas Mike Ryan. Liz…

  7. Market Outlook with Chris Wallis, Vaughan Nelson

    Liz DeMontrond and Barry Young sit down with Chris Wallis, CEO and CIO of Vaughan Nelson Investment Management. Chris provides us with his thoughts on different parts of financial…

    51 min
  8. Around the Turn with Bruce Davidson, Director of Golf forthe Friedkin Group

    Liz DeMontrond and Brian Sauer sit down with Bruce Davidson, Director of Golf for the Friedkin Group to talk golf. We discuss Bruce's thoughts on the sport right now, what the LIV…

    23 min
  9. The Outlook for Global Real Estate with Jennifer Jones

    Liz DeMontrond and Barry Young host Jennifer Jones, Senior Portfolio Manager for UBS Asset Management's Global Real Estate Fund. Jennifer will walk us through dynamics at play in t…

    39 min
  10. Tennis is Back!

    Liz DeMontrond and Barry Young are excited for Tennis! The US Men's Clay Court Championship is back, and we have Tournament Director Bronwyn Greer and Tournament Chair Cynthia Adki…

    26 min
  11. Energy Market Outlook with Brad Olsen, Recurrent Investment Advisors

    Liz DeMontrond and Charles Litton talk energy markets with co-founder and co-Portfolio Manager of Recurrent Investment Advisors, Brad Olsen. We discuss how certain events and "buzz…

    34 min
  12. A walk through the Menil Collection, featuring Senior Curator Michelle White

    Liz DeMontrond and Barry Young, from the Young Lockwood Sauer Team at UBS, host Menil Collection Senior Curator Michelle White for a diverting conversation on arts, culture, and le…

    32 min
  13. Economic Outlook with UBS Chief Economist, Paul Donovan

    Liz DeMontrond, a Financial Advisor on the UBS Young Lockwood Sauer Team in Houston, kicks off the Team's first podcast with an engaging and informative interview featuring the ini…

    35 min
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