On October 18 we hosted a webinar featuring Shannon Saccocia, CFA, CIMA, Chief Investment Officer – Private Wealth, in conversation with Joe Amato, President and CIO—Equities, Jamie Iselin, Senior Portfolio Manager and Head of Municipal Fixed Income. The team discussed their outlook for the final innings of 2023, as well as their thoughts on the current headwinds unfolding in the markets.
We were also joined by Stephanie Luedke, Head of NB Private Wealth, who shared the latest happenings at the firm.
VIDEO
Holly Newman Kroft Discusses 2024 Market Outlook
Podcast
The Art of Giving in Philanthropy
INSIGHTS
October Inflation Data: More Treat Than Trick
VIDEO
Holly Newman Kroft Discusses Opportunity in Private Credit
MARKET COMMENTARY
Amid Tragedy, Resilience Remains the Trend
INSIGHTS
Reflections: The Washington Principles on Nazi-Confiscated Art
INSIGHTS
Index Investing: Reading the Fine Print
INSIGHTS
Constructing Your Philanthropic Portfolio
INSIGHTS
Fed Holds Steady, Treads Carefully
INSIGHTS
The Future is Much More Female
INSIGHTS
Private Markets: From Institutional to Individual
INSIGHTS
Less about ‘Me,’ More about ‘We’
MUNICIPAL BASIS POINTS
Clarity May Take Too Long
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