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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
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
Creators and Guests
What is CAIS Live Conversations, Building With Alts ?
CAIS Live Conversations: Building With Alts, tackles the often untapped potential of alternative investments by sitting down with the various players in the alts ecosystem. Listen in as we dive into alternative investments from the perspective of industry experts, RIA executives, IBD executives, alts manager leaders, and alts experts. Hear what other advisors are doing, learn about new technology, and join us as we turn investment complexities into real-life concepts that could potentially help diversify and drive growth in the independent space.