SVB Private Perspectives

Our own Tracy Tuens sits down with Tim Draper, a Silicon Valley venture capitalist and founder of Draper Associates, DFJ, and the Draper Venture Network, a global network of venture capital funds.  Tim shares how VC (and direct investing) has morphed during the last year through a global pandemic.

With the GameStop trade dominating the market narrative, Shannon Saccocia, Chief Investment Officer, shares a summary of what’s happening, and our perspective on it.

As we approach the one year anniversary of the first case of Covid-19 in the US, how has this global pandemic impacted the economy, markets and governments? Shannon Saccocia reviews in this week’s CIO update. Listen Now.

Shannon Saccocia, Chief Investment Officer, highlights where opportunities lie with stimulus package spending, taxes, and other key economic factors on the agenda in Washington. Listen now.

Shannon Saccocia, Chief Investment Officer, reviews how the COVID-19 pandemic lock-downs have impacted purchasing behavior from retail to home buying. Listen now.

Edward Marshall, Managing Director at Boston Private, is joined by Billy Gouveia, Managing Director at S-RM to discuss Family office risk survey findings. Listen now as they talk about positioning the right risk management mindsets and attitudes, reducing your chance of ransomware attacks, and best practices for protecting your privacy.

Shannon Saccocia, Chief Investment Officer, reviews the current economic and market environment, and changes Boston Private has been making to portfolios ahead of 2021. Listen now.

Shannon Saccocia, Chief Investment Officer, provides a review of, after pandemic recovery, what will likely be a major priority of the incoming Biden administration - trade policy.  Listen now.

In this week’s Family Office Connections, we are joined by Tim Robinson, Partner at Schillings, to discuss our family office risk survey findings. Listen now as he covers the impact of underestimation of cyber risks, insider threats, and common themes when family office security is attacked.

In this week’s Family Office Connections, we explore the decision-making around how family offices are built and run effectively. We have three former family office executives who have seen many sides of this industry and worked with some of the most complex family office operations in the world. Our discussion includes perspectives on make or buy decisions around services, financial management operations, and talent trends. These experts also share their lessons learned from their unique experiences in this industry. Listen now.