SVB Private Perspectives

CIO Update: Mid-Year Outlook Washington Policy, Cyclical Stocks and the Battle for Economic Growth

Can the economic rebound be sustained during this time of uncertainty? U.S. trade policy, supply chain constraints and infrastructure spend will each play a role in this growth story. This week, CIO Shannon Saccocia examines the impact of these factors during the months ahead. Listen now.

How to Use Debt Strategically

Ever wonder how you could be using debt as a strategic tool? Our own Gerald Baker sits down with our Head of Private Lending Karen Roses to discuss how using debt and leverage can be an important tool in a tax-efficient wealth plan.

CIO Update: Investing in 2021 – what are you actually buying?

Tools and technology have increased access to information and investing opportunities. Shannon Saccocia, Chief Investment Officer, provides three considerations before you dive into today’s hottest parts of the market.

CIO Update: First Quarter Review – Thoughts on stock shifts, rising yields and presidential spending

As COVID-19 vaccinations continue here in the U.S., can we look forward to a more robust economy? Shannon Saccocia, Chief Investment Officer, recaps the first quarter of 2021 and offers her take on three critical factors impacting market behavior over the next several quarters. Listen now.

Family Office Connections: FinTech

Richard Perez, Chief Strategist,  sits down with leaders within the FinTech and Family Office space. Logan Allin, Managing General Partner at Fin VC, Johnson Cook, President & COO of Green Light and Suna Said, Founder & CEO Nima Capital discuss the state of the industry, trends, and impacts on the next generation. Listen now.

CIO Update: What’s happening with energy stocks?

In this week’s CIO Update, Shannon Saccocia takes a deeper look at the energy sector. From the infrastructure boom to changes over the last few decades and threats to current favorable pricing. Listen now.

CIO Update: Inflation Fears in Focus

With massive stimulus just passed in Washington, it’s not surprising that the market is reacting to these significant fiscal policy moves. In this week’s CIO Update, Shannon Saccocia puts potential inflation risk into perspective. Listen now. 

CIO Update: Stay for the Exhale

Lately, it might feel hard to take a deep breath and see the upside. But improvement in economic data, resulting in higher interest rates and near term market disruption, is a positive sign and an important reminder to focus on the long-term. This week, Shannon Saccocia, Chief Investment Officer, takes a cue from her yoga practice to make sense of short-term market churn. Listen now.

Family Office Connections: Special Forces

Our own Joan Young sits down with Chris Frueh, clinical psychologist, professor of psychology at the University of Hawai‘i at Hilo with almost thirty years of professional experience working with military veterans and active-duty personnel. Chris shares with Joan the challenges that face special ops forces and how family offices and businesses can learn from their experiences and adapt as we have all been impacted in some way by this global pandemic.  

CIO Update: The Impact of Engagement in Our Digital World

Most of us are trying to maximize engagement, whether it’s at home, with family, or at work, but where engagement is most in focus is obviously in the digital world. While the opportunity lies in vying for the attention of the consumer, investors are challenged to find value in this space. This week, Shannon Saccocia, Chief Investment Officer examines the digital landscape and the factors impacting tech stocks and discusses where investor opportunities may be.  Listen now.