SVB Private Perspectives

CIO Update: Elections & the Economy

Historically, the state of the economy can help predict the chances of an incumbent party remaining in the White House. So how will this year’s election results play out following the pandemic recession? In this week’s CIO Update, Shannon Saccocia provides some historical context, and a few thoughts on what could happen next. Listen Now.

Surveying the Risk and Threat Landscape to Family Offices

We asked over 200 family office executives to give us their thoughts on risk and threat matters they face every day. The results were illuminating and answered many questions and provided some unexpected insights. Listen to our discussion with industry expert Chad Sweet, former Chief of Staff of the U.S. Department of Homeland Security and Co-Founder and CEO of The Chertoff Group. We review these findings, discuss U.S. election security, and discuss the relevant global geopolitical events affecting family offices. 

Family Office Connections: Managing Your Online Reputation

Edward Marshall, Managing Director at Boston Private is joined by Shannon Wilkinson, CEO at Reputation Communications, to discuss our family office risk survey findings. Listen now as they talk about peer network risk management, partnering with the right vendors, and reputation management trends and concerns.

Family Office Connections: Prepare for a Medical Disruption

Edward Marshall, Managing Director at Boston Private is joined by John Prufeta, Chairman at Medical Excellence International to discuss our family office risk survey findings. Listen now as they talk about medical, health, and travel risks, and ways to prepare for potential medical disruption during the pandemic.

Family Office Connections: Enterprise Risk & Insider Threat

Edward Marshall, Managing Director at Boston Private is joined by Wes Bull, founder and CEO at Mantle Advisors to discuss our family office risk survey findings. Listen now as they talk about potential risks and vulnerabilities by third-party vendors, how to prevent insider threat, and ways to mitigate enterprise risks.

CIO Update: Is Infrastructure the Next Big Thing?

With both Republicans and Democrats likely to pursue an infrastructure spending bill post-election, what shape could the legislation take? In this week’s CIO Update, Shannon Saccocia provides her analysis on the possibilities for this potential source of significant fiscal stimulus.

Family Office Connections: Policy Issues Around Election 2020

Edward Marshall, Managing Director at Boston Private is joined by members of Denton’s Public Policy and Regulation practice Ron Kaufman, Mayor Michael Nutter and Eric Tanenblatt. Their conversation is a primer on the presidential election, the debates, and a key Senate race.

Family Office Connections: Risk Management

Edward Marshall, Managing Director at Boston Private is joined by Brad Deflin, founder at Total Digital Security, to discuss our family office risk survey findings. Listen now as they talk about how to position risk management mindsets, ways to be aware of a security threat, and cybersecurity best practices.

Third Quarter 2020 Market and Economic Outlook Podcast

Our Chief Investment Officer Shannon Saccocia sits down with Rich Grasfeder, Senior Equity Portfolio Manager, and Ryan McQuilkin, Head of Fixed Income, to discuss:

- the outlook for Q4 as we continue to see market volatility due to Covid-19;

- how the upcoming U.S. elections might impact employment, fiscal policy, and earnings;

- sectors to watch in the equity and bond markets

Listen Now.

Family Office Connections: Protecting Your Cybersecurity During Covid-19

Edward Marshall, Managing Director at Boston Private is joined by Deborah Nitka, Cyber & Privacy Advisor at CohnReznick, to discuss our family office risk survey findings. Listen now as they talk about cybersecurity, potential vulnerability and risk amidst the Covid-19 working from home environment, and insights on how to position resilience after the pandemic.