61 episodes

Podcast by Boston Private

Boston Private Perspectives Boston Private

    • Investing
    • 5.0 • 16 Ratings

Podcast by Boston Private

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

    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.

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

    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.

    • 11 min
    Family Office Connections: Private Equity

    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.

    • 43 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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