Thank you for joining the Wise River Advisors as we invite you to join conversations with our UBS colleagues, members from an extensive professional network, and leaders from our communities. We will discuss timely topics and break down some of the biggest questions in the world of finance.
Latest episodes
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34 min
Wild Fires, Wealth and Property & Casualty Insurance: What You Need to Know
In this Expert Series episode, Austin Del'Ve sits down with Eric Massi, a risk advisor specializing in property and casualty insurance. With California wildfires devastating homes,…
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24 min
Donor Advised Funds as a Giving Vehicle
This episode explores Donor Advised Funds (DAFs) as a powerful giving vehicle. Learn how DAFs can help maximize charitable giving, provide potential tax benefits and help align wit…
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39 min
Estate Planning Before the November 2024 Election
In this podcast of our Expert Series, Austin Del’Ve with Wise River Advisors has a thought provoking estate planning conversation with Rob Strauss, estate planning attorney and Par…
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34 min
2024 Market Outlook
A discussion with David McGarel, Chief Investment Officer of First Trust, on the Federal Reserve policy, interest rate forecasts, GDP growth estimate, and more.
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47 min
Longevity - How to invest in your most valuable asset - Health
A discussion with Jordan Shlain, MD Founder and Chairman of Private Medical.
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25 min
Wise River Advisors Discussion With Former Congressman Jeb Hensarling Regarding the Debt Ceiling
In this episode, Mark and Craig speak to former Congressman Jeb Hensarling to discuss the status of debt ceiling negotiations and the potential impacts of these negotiations on fin…
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26 min
Mid Year Update with Richard Bernstein
Recorded June 24th, 2022
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14 min
Wise River Advisors June 2022 Market Update
Mark Binder and Craig Chiate from Wise River Advisors discuss the current market environment and outlook in the days ahead.
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40 min
Investing in Art with Barbara Guggenheim
Barbara Guggenheim discusses investing in art, how to tell good vs bad in contemporary art, and her thoughts on collecting contemporary art.
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27 min
Vehicles for Philanthropic Giving
In this podcast, we explore popular vehicles that allow ultra-high net worth families to achieve philanthropic goals in a tax efficient manner, all while creating a legacy for thei…
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29 min
Current Market Environment with Richard Bernstein
Richard will discuss a number of investor topics including the economic trajectory of the US economy in 2021, expectations for earnings growth, trends that might remain with us as…
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37 min
John Savercool - Head of UBS U.S. Office of Public Policy
John helps us navigate the current political landscape and describe how events in Washington could impact our economy.