Just write out one question but please read the links and have one good quality question
Module 9 Discussion: Questions for Shannon Saccocia, our speaker for Module 11
Background
In the topic about Niche Investment Strategies (Module 11), we will have a guest speaker named Shannon Saccocia. Here is her biography:
Shannon Saccocia is the chief investment officer at Boston Private, a leading provider of fully integrated wealth management, trust, and private and commercial banking services.
Ms. Saccocia is responsible for setting the overall investment strategy for the firm. She oversees asset allocation, research, portfolio management, external manager search and selection, portfolio implementation, trading, and investment risk management functions. She also works closely with both the business development team and the wealth advisor team to help construct and deliver customized wealth management solutions to meet clients specific needs. In her capacity as chief investment officer, she is a member of the firms executive team, as well as the Investment Policy Committee, and Asset Allocation Working Group.
Previously, Ms. Saccocia was the director of Manager Search and Selection for Silver Bridge Advisors, which was acquired by Banyan Partners in 2013. Boston Private Wealth acquired Banyan Partners in 2014. Prior to joining Silver Bridge, she worked at State Street Corporation, providing performance and attribution analysis for institutional investors.
Ms. Saccocia holds the Chartered Financial Analyst designation and is a Certified Investment Management Analyst professional. She is also a member of the Boston Security Analysts Society, the CFA Institute, and the Investment Management Consultants Association. She earned a BA in economics and history from Brandeis University.
Ms. Saccocia is an official contributor to CNBC’s Halftime Report and is regularly featured in the financial media. She resides in the Boston area with her husband and two children.
Topics
Shannon will be focusing on three key topics. Each topic and a bit about each topic appear below.
Litigation Finance: https://www.mondaq.com/unitedstates/maprivate-equity/755642/litigation-funding-opportunities-abound-for-private-equity-firms-looking-to-diversify (Links to an external site.)
Life Settlements: Apollo in $525m life-settlements bet | Private Equity International.pdf
Search funds: https://www.searchfund.org/
