Top Traders Unplugged

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

Nov 30, 2022
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 3min
2
SVP Private Banking - Shannon Scosia
02:40 • 2min
3
What's the Type of Portfolios That You're Running?
05:10 • 3min
4
Are You Getting Younger Clients?
08:26 • 2min
5
Is There a Big Shift in Investor Behavior?
10:34 • 4min
6
The Growth of Technology Stocks in a Constrained Labor Environment?
14:46 • 4min
7
How Do You Think About Portfolio Building?
19:14 • 4min
8
Investing in Active Management
22:48 • 3min
9
Is It a Good Year for Asset Allocation?
25:55 • 4min
10
Is There a Recession in the Economy?
30:04 • 3min
11
Equity Long Short, Relative Credit, Managed Futures - Is That a Challenge?
33:04 • 4min
12
Is There an Opportunity to Refinance?
36:55 • 3min
13
Managed Futures
40:04 • 4min
14
Is There a Difference Between Asset Allocation and Manager Selection?
43:49 • 3min
15
What Makes a Great Manager?
46:33 • 3min
16
Is There a Process for Selecting Managers?
49:56 • 3min
17
Is There a Process for Onboarding Managers?
53:17 • 4min
18
Is There a Race for Scale in the RIA Industry?
57:05 • 5min
19
What's Your Takeaway From Your Career as a CIO?
01:02:02 • 5min
20
Top Trader's Unplugged - Alan and Shannon's Interview
01:06:40 • 2min