Tensions rise between the U.S. and China, creating the possibility of continued disruption and diversion in areas such as technology, foreign policy, and global trade. What are some of the longer term challenges investors should consider? Listen Now as Shannon Saccocia, Chief Investment Officer, provides our analysis.

In this week’s Family Office Connections podcast, we discuss the art, wine and spirits, and collectibles spaces and how family offices can engage with these industries, risk management considerations and engaging next-gen in collections. Listen now.

In this week’s CIO Update podcast, Shannon Saccocia discusses how investors should evaluate stocks which have benefited from the pandemic, but may face challenging comparisons in a more normal environment. Listen Now.

In this week’s Family Office Connections podcast, we are joined by consolidated reporting professionals who specialize in supporting family offices. Our discussion includes the history of consolidated reporting, innovations on the horizon, best practices and risk management considerations. Listen now.

While we’re seeing evidence of economic rebound, what could dampen optimism this earnings season? This week’s CIO podcast covers three factors Shannon is watching. Listen now.

Growth stocks have outperformed since the global financial crisis. Will this dynamic persist or will there be a rotation to value? Listen now as Shannon Saccocia, Chief Investment Officer, provides our analysis.

Is Facebook acting responsibly? SRI, ESG and Impact Investing - all ways in which Investors are increasingly looking for vehicles to invest responsibly and in a way that aligns with their values. Performing well by doing good is gaining popularity with investors. Shannon Saccocia weighs the social media landscape against socially responsible investing opportunities.

Listen to our discussion with the founders of The Chertoff Group, Former United States Secretary of Homeland Security Michael Chertoff and Chad Sweet, Former Chief of Staff of the Department of Homeland Security.

Edward Marshall, Managing Director at Boston Private, is joined by three different family office principals, Sam Bonsey, Justin Rockefeller and Liesel Pritzker Simmons, who discuss their unique insights as investors and pioneers in the impact investing space. Their conversation includes trends for family offices, the state of impact investing during COVID-19 and best practices for family offices looking to start or deepen their impact investing activities.

This week Shannon covers three reasons why now is the best time to review your portfolio and long-term goals. While volatility can drive emotions when the dust settles, were those in the moment decisions beneficial? Maintaining discipline can avoid costly mistakes. Listen now.