Talking Business with Fred Brazelton of Platform Partners
Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer Team
by UBS advisor podcasts
1w ago
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 this space has changed over the years, and what could be on the horizon. Unfortunately his Final Four pick didn't hold up too well ..read more
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Cooking up a good time with Hugo Ortega and Tracy Vaught
Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer Team
by UBS advisor podcasts
5M ago
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 Barry were initially a little star-struck, they talk to these local legends about the Houston restaurant scenes, Hugo's heritage, running a family-owned business, and some favorite holiday traditions ..read more
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Taking Care of Aging Loved Ones with Debra Phares, UBS Family Advisory & Philanthropy Services
Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer Team
by UBS advisor podcasts
6M ago
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 care of aging/sick loved ones. While the topic can be uncomfortable to think about, it is something that affects or will affect each of us at some point. Debra, Brittany, and Liz discuss the important things to keep in mind when planning around, communicating about, and charting a course through this season of life ..read more
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Talking "Unsettled Business" with Mike Ryan, UBS Divisional Vice Chairman
Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer Team
by UBS advisor podcasts
1y ago
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 and Liz pick Mike's brain on the Federal Reserve, the recent banking fallout, and opportunities in the investment landscape. Tune into why he thinks there is "unsettled business" in the macro environment and what he thinks makes today's market uniquely unique ..read more
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Market Outlook with Chris Wallis, Vaughan Nelson
Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer Team
by UBS advisor podcasts
1y ago
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 and economic markets, as well as his take on moving to Houston from Boston, how the investment business has changed over the year, and the grade he would give the Federal Reserve for their performance over the past few years (spoiler alert: it's not an A ..read more
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Around the Turn with Bruce Davidson, Director of Golf forthe Friedkin Group
Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer Team
by UBS advisor podcasts
1y ago
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 controversy is really about, who he is watching as the sport's up-and-comers, and his favorite courses to play ..read more
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The Outlook for Global Real Estate with Jennifer Jones
Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer Team
by UBS advisor podcasts
1y ago
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 the global real estate market, which has experienced tremendous appreciation over the past 3 years. Jennifer will answer questions around opportunities in the asset class, areas of potential slowdown, and inflationary pressures ..read more
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Tennis is Back!
Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer Team
by UBS advisor podcasts
1y ago
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 Adkins to tell us all about what is in store for April. This is going to be a historic event for a number of reasons, and we discuss everything from the history of the Tournament to all of the things we have to look forward to in April ..read more
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Energy Market Outlook with Brad Olsen, Recurrent Investment Advisors
Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer Team
by UBS advisor podcasts
1y ago
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 "buzzwords" of 2021 shaped energy markets and what to expect ahead. Finally, Brad gives his take on the energy transition and the industry's focus on environmental impact ..read more
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A walk through the Menil Collection, featuring Senior Curator Michelle White
Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer Team
by UBS advisor podcasts
1y ago
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 legacy in Houston. Michelle will provide listeners with an overview and history of the Menil, insights specifically from the Niki de Saint Phalle exhibit currently on display, and a peek into what's next at the museum ..read more
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