SVB Private Perspectives

Family Office Connections: Covid-19 Impact on Privately Held Business Valuations

Edward Marshall, Managing Director at Boston Private, is joined by Jason Cain, Managing Director at Boston Private, William Martin, VP of Commercial Banking at Boston Private, Jack Maier, Head of Investment Banking at Capstone Headwaters, Jonathan Moore, Managing Director at PKF Advisory, and Matt Keis, Managing Director at Gemini Investors, for a discussion on privately held businesses during the pandemic. Their conversation features how evaluation and transactions have changed in the Covid-19 environment, what we can expect after, and what businesses should consider throughout the transaction. Listen Now.

CIO Update: Market Reaction to Trump’s Positive COVID-19 Test

The recent COVID-19 diagnosis of President Trump has created the potential for ripple effects across the markets and the economy just weeks before the election. In this week’s CIO Update, Shannon Saccocia dives into the impact of Trump’s diagnosis. Listen now as Shannon explains what has happened thus far in the market, what we could see happen next, and what the long-term implications might be.

Family Office Connections: Private Equity

Richard Perez, Managing Director and Chief Strategist at KLS, A Division of Boston Private is joined by Don Phillips, Chairman and CEO of WP Global Partners. Their discussion covers making good decisions during difficult times, best practices when developing a private equity investment platform and considerations to achieve meaningful returns in private equity.

CIO Update: Why Invest in Bonds Now?

As we move closer to the elections and continue to brace another wave of Covid-19 in the US, one of the challenges is how best to position our portfolios amidst short-term market volatility. In this week’s CIO Update, Shannon Saccocia discusses 3 reasons why bonds are still worth a look in your portfolio.

Financial Planning Essential: Life Insurance

Kathleen Kenealy, Director of Financial Planning, invites Tim Gibson, Managing Partner at McWalter Volunteer Insurance Agency, to answer some of the most frequently asked questions about life insurance. Listen now as they explain why you should consider purchasing life insurance, how much coverage you may need, and how you can work with advisors to obtain a policy.

CIO Update: Calm Before the Storm?

This summer boasted strong index returns, driven by gains in the technology sector. However, pre-election jitters and the uncertainty of Covid-19 have created concerns for the end-of-year outlook. In this week’s CIO Update, Shannon Saccocia discusses the rationale behind the recent weakness, and what it means for the weeks ahead.

Family Office Connections: Evolution of the Estate and Lifestyle Management Industry

Edward Marshall, Managing Director at Boston Private, is joined by Anne Lyons and Judy Boerner-Rule from Tapestry Associates for a discussion on the evolution of the estate and lifestyle management industry. Their conversation covers the evolution of the estate and lifestyle management industry, how to meet expectations for principals, staffing considerations, privacy and security issues, project management best practices, event planning, property maintenance tips and potential pitfalls, what changes to this industry in an “after Covid-19 environment”. Listen Now.

Family Office Connections: A Comparison of the Trump and Biden Tax Plans

Edward Marshall, Managing Director at Boston Private is joined by Jason Cain, Managing Director at Boston Private for a discussion on the Trump and Biden tax plans. Their conversation covers the tax proposals of the presidential candidates, an examination of the differences and potential preparations family offices should consider.

CIO Update: The Fed’s New Take on Inflation

With the Fed’s announcement of their new approach to inflation, investors are now looking for ways to adapt their investment portfolios to respond to potential changes in the market. This week, Ryan McQuilkin, Head of Fixed Income, joins the CIO Update podcast to provide our perspective on the Fed’s policy going forward.

CIO Update S&P 500 at Its Highest – Is It Justified

The disconnect between Main Street and Wall Street continues with a sharp rebound of stocks even as unemployment hovers over 10%. In this week’s CIO Update, Shannon provides her analysis on earnings growth recovery and subsequent events following the Fed’s actions to support the market.