The Intersection of Public & Private Markets: A CIO’s Perspective (EP. 15)
Description
In this episode of CAIS Live Conversations: Building with Alts, host Alex Cavalieri sits down with Shannon Saccocia, Chief Investment Officer - Wealth at Neuberger Berman, to discuss how portfolio construction, private markets, and generational wealth trends are shaping the wealth management landscape. Shannon shares her views on public vs. private market allocations, how Next Gen investors think about wealth, and the evolving role of advisors in alternative investments. She also highlights the importance of technology, education, and structured approaches to integrating alternatives into client portfolios.
Chapter 1 (00:00 – 02:51 ) — From Medicine to Markets: Shannon’s Career Journey
Chapter 2 (02:52 – 08:14 ) — Public & Private Markets: A Portfolio Continuum
Chapter 3 (08:15 – 11:55 ) — Generational Wealth, Risk Mindsets & Private Market Education
Chapter 4 (11:56 – 19:24 ) — Advisor Challenges, Portfolio Construction & Structural Innovation
Chapter 5 (19:25 – 27:07 ) — Technology, Client Expectations & the Future of Private Wealth
United States
