The Intersection of Public & Private Markets: A CIO’s Perspective (EP. 15)

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