Podcast by Boston Private
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.
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.
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.
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.
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.
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.
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Boston Private “Fee intelligence”
This podcast deserves more than 5 stars.
Everything is clear and on to the point
Best podcast ever