SVB Private Perspectives

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.