67 episodes

Podcast by Boston Private

Boston Private Perspectives Boston Private

    • Investing
    • 5.0 • 16 Ratings

Podcast by Boston Private

    Surveying the Risk and Threat Landscape to Family Offices

    Surveying the Risk and Threat Landscape to Family Offices

    We asked over 200 family office executives to give us their thoughts on risk and threat matters they face every day. The results were illuminating and answered many questions and provided some unexpected insights. Listen to our discussion with industry expert Chad Sweet, former Chief of Staff of the U.S. Department of Homeland Security and Co-Founder and CEO of The Chertoff Group. We review these findings, discuss U.S. election security, and discuss the relevant global geopolitical events affecting family offices. 

    • 1 hr 5 min
    Family Office Connections: Managing Your Online Reputation

    Family Office Connections: Managing Your Online Reputation

    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.

    • 18 min
    Family Office Connections: Prepare for a Medical Disruption

    Family Office Connections: Prepare for a Medical Disruption

    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.

    • 20 min
    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

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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