Beyond the Balance Sheet

Publicly listed emails

sh-advisorpodcasts@ubs.com

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Beyond the Diagnosis: Sten Oedman on Uncertainty, Resilience, and Purpose

October 07, 2026

On this episode of Beyond the Balance Sheet, Michael Pasquale sits down with entrepreneur, board member, and author Sten Oedman to discuss what happens when life upends everything you thought you knew. After being given a terminal diagnosis and daunting odds, Sten embarked on a journey that challenged conventional thinking about health, resilience, and personal agency. Together, they explore the role of judgment in times of uncertainty, the importance of accepting reality without surrendering...

Where Data, Research, and Intuition Drive Better Decisions

August 27, 2026

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...

The Connection Between Mental and Financial Well-Being

July 30, 2026

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 m...

Lipstick & Legacy · Medium booking difficulty · 100 - 1,000 listeners

How do I get in touch with Beyond the Balance Sheet?

Beyond the Balance Sheet is hosted by Michael Pasquale. Its publicly listed email is sh-advisorpodcasts@ubs.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Beyond the Balance Sheet?

The publicly listed email for Beyond the Balance Sheet: sh-advisorpodcasts@ubs.com.

How many listeners does Beyond the Balance Sheet have?

Podseeker estimates Beyond the Balance Sheet reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Beyond the Balance Sheet?

Beyond the Balance Sheet typically books industry leaders. Typical guest background: Founders, CEOs, senior leaders, award-winning cultural entrepreneurs, published authors, and established experts with credible perspectives on wealth, finance, leadership, entrepreneurship, wellbeing, or legacy. Common among recent guests: Executive leadership of an established organization; Founding and building a company or initiative; Published books or recognized professional expertise. Recent guests include Maris Pasquale Doran, Mary Ellen Iskenderian, and Sophie Qi.

How hard is it to get booked on Beyond the Balance Sheet?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Beyond the Balance Sheet cover?

Recent episodes cover Wealth Management, Financial Wellness, Entrepreneurship, Women's Leadership, and Legacy. Pitch an idea tied to one of these topics and mention a recent episode.