ALO12: How to Invest like a Private Bank ft. Shannon Saccocia

Today, we are joined by Shannon Saccocia, CIO at SVB Private, for a conversation on how portfolio management and manager selection is carried out at a private bank. We discuss how the current unstable environment has caused a change in investor behaviour and how technology has impacted the economy, what the next phase of investments looks like and how the economic landscape has changed as well as how SVB Private has adapted their asset allocation to the current crisis and the implications of going back to a low growth environment. We also discuss why managed futures is now worth considering, what defines a good team of managers and how to deal with behavioural bias in manager selection, where the IRA industry is heading and how it affects clients, advice to aspiring CIOs and much more.

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Episode TimeStamps:

00:00 - Intro

03:15 - Introduction to Shannon and her work

10:37 - A change in behaviour?

19:12 - Moving beyond the three buckets

26:20 - A rough year

33:01 - Staying diversified

40:03 - Are Managed Futures becoming viable for Private Banks...again?

44:05 - Manager selection vs. asset allocation

50:26 - Dealing with behavioural bias

57:06 - Discussing the IRA industry

01:03:33 - Advice to aspiring CIOs

01:06:56 - Key takeaways from Niels

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