UBS, every mention
44 scenes, the whole family · ← back to UBS
tap a year for its mentions
every year anyone Ted Seides 17John Matthews 16Nigel Dawn 7James Aitken 4Chris and Rob Michalik 4Simon Krinsky 3Ryan Lovell 3Dawn Fitzpatrick 3Brett Barth 2Andrew Milgram 2
Verbatim, from the transcripts: the passages where UBS comes up
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- ▶ 23:57 Ryan Lovell One of the big industry initiatives that we've worked on with huge CSDs, banks and asset managers, the likes of DTCC, Euroclear, Swift, Wellington, UBS.
- ▶ 29:36 Ryan Lovell We worked with UBS asset management in Singapore, wanted to create a fund service transfer agent operating model on a public blockchain. 2 times in the scene
Year in Review 2025 (EP.478)
- ▶ 30:09 Ted Seides John Matthews, the head of UBS's private wealth channel, and he's running 230 teams that manage north of a billion dollars.
Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469)
- ▶ 12:20 Dave Thornton It was comprised of banks that were getting into the private markets and had wealth management businesses, so JPMorgan, Morgan Stanley, Goldman, Citigroup, Wells, UBS.
Ted on Alt Goes Mainstream (EP.458)
- ▶ 24:10 Ted Seides So if you're a very large sovereign wealth fund or your UBS platform or JP Morgan private bank, and you need access to large dollars to put to work, you don't necessarily need to make as high a return as someone who's smaller and has a…
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
- ▶ 52:46 Kristin Kolurgis-Roland So that was lesson number one, but I will say lesson number two, a year later I worked at UBS for a neighbor of mine, and every morning I was like the coffee girl.
John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
- ▶ 6:50 Ted Seides My guest on the second episode of Private Wealth is John Matthews, the Head of Private Wealth Management in the Americas for UBS. 3 times in the scene
- ▶ 9:38 John Matthews Fast forward, 34 years later, and I now lead the private wealth business for UBS here in the Americas.
- ▶ 12:05 John Matthews I love the leadership principle of it, and I have hundreds of private wealth advisors that report into our business here at UBS in the Americas. 6 times in the scene
- ▶ 16:44 John Matthews A couple of things is we are an open architecture platform at UBS in the United States, so we can talk about different products and services and asset managers until we can't talk about them anymore, because we offer just about everything. 4 times in the scene
- ▶ 17:03 John Matthews We have our asset management company, which I think is one of our crown jewels, but our advisors aren't required to
- ▶ 20:24 John Matthews They work for UBS, but they're entrepreneurs.
- ▶ 40:47 John Matthews At our firm, in our private wealth business, it's just about eight percent as adults. 2 times in the scene
- ▶ 46:05 Ted Seides And you have the UBS business, you have all these different advisors, you then have their clients, and then asset managers, and in particular alternatives, that's been a big issue for a long time. 2 times in the scene
- ▶ 47:56 Ted Seides And if you take that up a level of the advisors and their relationship with UBS, there's long been a history of, you know, as you said, the onset, advisors as independent contractors.
- ▶ 52:48 John Matthews We actually home grow these people in the organization working on existing UBS relationships that are smaller,
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
- ▶ 28:27 Michael Sidgmore So it's the Merrill's, the Morgan Stanley's, the UBS's.
Mitchell Green - Lead Edge of Harnessing Networks (EP.429)
- ▶ 8:13 Mitchell Green So I joined UBS and the M&A group in New York, and three months in, I realized I was a glorified PowerPoint monkey.
Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)
- ▶ 15:04 Simon Krinsky He said, you should hire this guy, Terry Sullivan at UBS.
- ▶ 34:01 Simon Krinsky And there was a leak, still don't know who leaked it, but it said all capital hires UBS to explore. 2 times in the scene
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416)
- ▶ 15:29 Chris and Rob Michalik I started in UBS Capital as a group that I met while at Morgan Stanley, interviewed, got a summer internship between first and second year of business school, went back after business school.
- ▶ 15:54 Chris and Rob Michalik It was intended to bring broader business to UBS. 2 times in the scene
- ▶ 53:32 Chris and Rob Michalik Rob worked for him back at UBS 30 years ago, and Jeffrey's been a consistent voice of reason and someone that has clarity of thought and has been willing to do things for us professionally, step into operating roles, step into all kinds of
Nigel Dawn - Secondaries in Private Markets (EP.378)
- ▶ 7:21 Nigel Dawn And then eventually wound myself around through UBS and then Evercore to this seat. 2 times in the scene
- ▶ 8:12 Nigel Dawn UBS merged with Swiss bank and bought Payne Weber and Dylan Reed.
- ▶ 9:29 Nigel Dawn So on the back of that, I was asked by Richard Alsop, who ran UBS's private funds group, the fundraising, to come and consider starting an advisory business to advise LPs who are interested in getting liquidity, which is very, very new at… 2 times in the scene
- ▶ 13:15 Nigel Dawn I had a great run at UBS. 2 times in the scene
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
- ▶ 6:59 Stan Miranda So in our minds, we were embracing diversification as a solution to that problem, and in the weeks prior to that, we had been meeting with various private banks, mostly the Goldman Sachs, Citibank, UBS of this world, and it was,
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 27:38 Louis-Vincent Gave Before I could think, okay, I'll have all my money in my bank account with UBS at Zurich,
Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
- ▶ 9:12 Andrew Milgram Simultaneously Swiss bank corporation and UBS had gone through a merger. 2 times in the scene
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 10:00 David Rosenthal I was doing TMT coverage at UBS right before I graduated from college in 2007.
Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
- ▶ 39:26 Greg Fleming So if we hire a team from Merrill Lynch or Morgan Stanley, UBS, JP Morgan, they're used to more of an external manager model.
Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (Capital Allocators, EP.112)
- ▶ 4:27 Ted Seides In 2016, UBS Asset Management promoted her to global head of equities, multi-asset, and O'Connor,
- ▶ 4:48 Ted Seides Our conversation starts with Dawn's development in the industry from trading and option pits to navigating the global financial crisis at O'Connor and leadership roles at UBS.
- ▶ 18:56 Ted Seides Was O'Connor part of UBS at that point in time? 3 times in the scene
- ▶ 20:16 Ted Seides And so then a few years after that, you got moved into being head of asset management for UBS. 3 times in the scene
- ▶ 20:23 Dawn Fitzpatrick So all of the investment teams within UBS Asset Management reported to me.
- ▶ 49:05 Dawn Fitzpatrick I was at UBS for 25 years. 2 times in the scene
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 22:59 Mike Novogratz And the only reason I actually became a Bitcoin public spokesman, I was at a, I was at a conference, UBS wealth management conference, it was boring as hell panel.
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 4:36 Ted Seides In August of 2006, two years before the crisis hit, he joined UBS, where he deployed his knowledge of the inner workings of the financial system to help his institutional investor clients successfully navigate their portfolios through 2007…
- ▶ 9:50 James Aitken I was hired by UBS, and again, how lucky was I to be employed by UBS on a foreign exchange sales desk in London? 2 times in the scene
- ▶ 16:14 James Aitken And I got to work with more and more people at UBS. 2 times in the scene
Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)
- ▶ 25:26 Brian Portnoy Number one, for the end client, the mom and pop client of, of Merrill or Ameriprise or UBS or Raymond James and so forth, for them to really achieve their financial objectives.
Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
- ▶ 20:44 Brett Barth Well, we, the catalyst to get us really started was that UBS bought GAM early in the fall of 2 times in the scene