Edward Marshall, Managing Director at Boston Private, is joined by Kevin Hulbert, Senior Advisor at Dentons, to discuss our family office risk survey findings. Listen now as they talk about common security threats globally, how to approach travel risks, and ways to manage your social media.

Historically, the state of the economy can help predict the chances of an incumbent party remaining in the White House. So how will this year’s election results play out following the pandemic recession? In this week’s CIO Update, Shannon Saccocia provides some historical context, and a few thoughts on what could happen next. Listen Now.

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. 

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.

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.

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.

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.

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.

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.

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 markets

Listen Now.

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