Beyond the Balance Sheet

UBS advisor podcasts · ubs.com

Beyond the Balance Sheet dives into the stories behind the strategies. Hosted by Michael Pasquale, the podcast spotlights the people, passions, and purpose guiding modern wealth. Through candid conversations with creators and leaders, the podcast uncovers how financial decisions, cultural influence, and personal legacy intertwine. Inspiring, insightful, and made for listeners who want to think differently by looking beyond the balance sheet.

4 episodes

1mo ago latest

monthly cadence

English language

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Episodes 5

Where Data, Research, and Intuition Drive Better Decisions
3d ago · 37:18
In this episode of Beyond the Balance Sheet, we sit down with Adam Parker, founder of Trivariate Research and Trivector Research, to discuss how data, intuition, and experience come together to shape investment decisions. With more than 25 years in equities research and investing, Adam shares insights from his career on both the buy side and sell side, his transition to entrepreneurship, and the challenges of building an independent research firm. He reflects on the qualities that distinguish exceptional investors, the value of exploring unconventional ideas, and his perspective on wealth and
The Connection Between Mental and Financial Well-Being
1mo ago · 48:37
In this episode of Beyond the Balance Sheet, we sit down with Maris Pasquale Doran, licensed psychotherapist, speaker, author, and founder of Midlife Mothers: Pause. Reset. Reclaim., to explore the powerful connection between mental and financial well-being. Drawing on two decades of clinical experience, Maris shares how identity, nervous system regulation, and the stories we tell ourselves influence the way we make decisions, navigate change, and show up in our relationships and work. From major life transitions and care giving responsibilities to stress, resilience, and emotional awareness,
From Inclusion to Influence with Mary Ellen Iskenderian
2mo ago · 42:20
In this episode of Beyond the Balance Sheet, we sit down with Mary Ellen Iskenderian, CEO and President of Women’s World Banking, to explore what it really means for women to become the primary stewards of global wealth. From the gaps in today’s financial system to the emotional and behavioral side of money, Mary Ellen shares insights on how finance must evolve as well as what women can do to build resilience, confidence, and impact along the way.
Beyond the Balance Sheet: Where Confidence Meets Entrepreneurship with EpicLight Beauty
3mo ago · 37:26
In this episode of Beyond the Balance Sheet, host Michael Pasquale sits down with the co‑founders of EpicLight Beauty to talk confidence, identity, and the business of building a brand for women 35+. They discuss the financial realities of launching a product company, the mindset shifts that come with experience, and why confidence can be one of the most powerful forms of capital. The conversation goes beyond beauty to explore entrepreneurship, personal finances, and redefining success at every stage of life.
Turning Creativity into Capital with Sophie Qi
7mo ago · 51:10
Join host Michael Pasquale as he sits down with Sophie Qi, Tony and Olivier Award-winning cultural entrepreneur and CEO of Harmonia Holdings. In this episode, Sophie shares her journey from finance to the arts, her strategies for building wealth through creativity, and how she bridges cultures through global investment and theatrical innovation. Discover insights on women’s leadership, financial empowerment, and the future of cultural exchange.