64 episodes

Podcast by Boston Private

Boston Private Perspectives Boston Private

    • Investing
    • 5.0 • 16 Ratings

Podcast by Boston Private

    Family Office Connections: Enterprise Risk & Insider Threat

    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.

    • 20 min
    CIO Update: Is Infrastructure the Next Big Thing?

    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.

    • 11 min
    Family Office Connections: Policy Issues Around Election 2020

    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.

    • 22 min
    Family Office Connections: Risk Management

    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.

    • 20 min
    Third Quarter 2020 Market and Economic Outlook Podcast

    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 marketsListen Now.

    • 21 min
    Family Office Connections: Protecting Your Cybersecurity During Covid-19

    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.

    • 14 min

Customer Reviews

5.0 out of 5
16 Ratings

16 Ratings

zeigss ,

Boston Private “Fee intelligence”

This podcast deserves more than 5 stars.
Absolutely educational.
Steven Z

shiroRathi ,

Podcast Perspective

Everything is clear and on to the point

XxxDragon_LoverxxX ,

Awesome

Best podcast ever

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