Integrating Private Equity: A Blueprint for Modern Portfolio Construction – Neuberger Berman – 6.4.25

Overview:
Title: Integrating Private Equity: A Blueprint for Modern Portfolio Construction
Date: Wednesday, June 4, 2025
Time: 12:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Private markets have become a vital component of modern portfolio construction, unlocking unique benefits and growth opportunities for individual investors. Join Shannon Saccocia, Neuberger Berman CIO-Wealth, as she draws on her extensive expertise and decades of experience working with financial advisors to integrate private markets into client portfolios.

The webinar will cover:

  • Important strategies for incorporating private markets into portfolios.
  • Key considerations when selecting the appropriate structure and manager.
  • Addressing common concerns from advisors around illiquidity and fees.

Accepted for 1 CFP / IWI / CFA CE Credit

Speaker:
Shannon Saccocia, CFA Shannon Saccocia, CFA Chief Investment Officer – Wealth Neuberger Berman

Shannon Saccocia, CFA, is Managing Director and Chief Investment Officer – Wealth for Neuberger Berman. As a member of the firm’s global Asset Allocation Committee, Ms. Saccocia works closely with investment leadership across Neuberger Berman to establish market views, strategic and tactical asset allocation, and portfolio recommendations. She leverages her deep expertise and decades of experience working with individuals, families, financial advisors and small institutions to deliver the firm's comprehensive investment capabilities to Wealth clients. Prior to joining Neuberger Berman in 2023, she was the Chief Investment Officer for five years for SVB Private and Boston Private Wealth, which SVB acquired in July 2021, overseeing portfolio construction, asset allocation, third-party manager selection, equity and fixed income portfolio management, performance and trading. Previously, she held senior roles at Banyan Partners and Silver Bridge Advisors focused on manager selection, asset allocation and portfolio construction.

Shannon received her BA in Economics and History from Brandeis University, and has been awarded both the Chartered Financial Analyst and Certified Investment Management Analyst® designations. Ms. Saccocia is a longtime CNBC contributor and is regularly featured in the financial media. She resides in the Boston area with her husband and two children.

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