April 
15
, 
2025
A Look Ahead: Third Quarter Market Update and Economic Outlook

Michael Lee

Founder, Culture Plus

I'm passionate about music and cooking. Also my dog is named after a superhero.

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

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Equinox Golf Resort & Spa

Where does the Summit take place?

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The Summit takes place at The Equinox, a Luxury Collection Golf Resort & Spa, Vermont, established in 1769.

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

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Equinox Golf Resort & Spa

Beer & Cheese Chat

1:00 PM - 5:00 pm

Join us in the Falcon Bar before and after your activity to taste the region's craft brews and local cheeses. This will be a casual lounge for you to come and go as you please.

Michael Lee

Founder, Culture Plus

I'm passionate about music and cooking. Also my dog is named after a superhero.

Silicon Valley Bank
Silicon Valley Bank
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A Look Ahead: Third Quarter Market Update and Economic Outlook
Tuesday
, 
April 
15
, 
2025
2:00pm
 - 
3:00pm 
PDT
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The economy has had another lively quarter. Inflation has accelerated, supply chain disruption continues and investors are reassessing their short-term strategies. There is much to unpack as we do our best to enjoy the summer months.  

 

During our third quarter market and economic outlook webinar, Chief Investment Officer, SVB Private, Shannon Saccocia examined the latest economic developments to help you assess your investment strategy during the remainder of the year.

 

During the webinar Shannon shared her insights on:

• The impact of the Fed’s monetary policy

• Fuel costs, Covid-19 and the housing market’s role in economic performance

• Prudent investor strategies during a time of uncertainty

 

Please note this is a client event and is unrelated to the financial performance or outlook of SVB Financial Group.


Questions? 

Please email Kristin Leanues kleanues@svb.com. 

Registration is required to participate and receive link to the virtual event via Zoom.

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This event is invite only. Invitations are non-transferable. 

Empathy Banks Here: SVB is here to help. For additional information on resources available to you and your community during the COVID-19 pandemic, please visit https://www.svb.com/covid-relief


Review our event entertainment code of conduct.
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Wednesday
, 
April 
22
, 
2020
2:00pm
 – 
3:00pm 
PDT

Agenda

August 30
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August 31
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September 1
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September 2
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September 3
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February 11th

8:15 AM

Check-in & Breakfast 

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

Equinox Golf Resort & Spa

8:30 AM

Presentations

Stop by to pick up your event materials and enjoy a chair massage.

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Great Room

9:30 AM

Q&A / Networking 

Families & guests encouraged to attend. Arrive on time for the Master Falconer Experience.
There will be a supervised children's activity at the reception.

  • List Item 1

Rockwell Courtyard

10:00 AM

Event End

Stop by to pick up your event materials and enjoy a chair massage.

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Equinox Golf Resort & Spa

August 31

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

Equinox Golf Resort & Spa

2:00 – 6:30 PM

SVB Registration Desk

Stop by to pick up your event materials and enjoy a chair massage.

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Great Room

6:00 – 10:00 PM

Welcome Reception

Families & guests encouraged to attend. Arrive on time for the Master Falconer Experience.
There will be a supervised children's activity at the reception.

  • List Item 1

Rockwell Courtyard

Speakers

Michael Lee

Founder, Culture Plus

Michael Lee is the Founder and CEO of the Culture Plus brand. Michael comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Eve McCormick

Partner & COO, Taconic

Eve McCormick is the Partner & COO of the Taconic brand. Eve comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Karla Proskauer

CFO & CCO, BVA Compliance Corp

Karla Proskauer is the CFO & CCO of the BVA Compliance Corp brand. Karla comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Patrick Fields

President, Century 53

Patrick Fields is the President of the Century 53 brand. Patrick comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Natalie Smith

President, Landmark Place

Patrick Fields is the President of the Landmark Place brand. Natalie comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Michael Lee

Founder, Culture Plus

Michael Lee is the Founder and CEO of the Culture Plus brand. Michael comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Sponsors

Featured Speaker

Shannon Saccocia

Chief Investment Officer, SVB Private

As SVB Private CIO, Shannon is responsible for setting the overall investment strategy. Shannon works closely with the firm’s business development and wealth advisor teams to construct and deliver customized wealth management solutions for clients. In addition, Shannon oversees the asset allocation, research, portfolio management and implementation as well as the trading and investment risk management functions.

Virtual Event Information

To join the webinar click here: https://svb.zoom.us/j/95476435188

 A link to join will be included in your registration confirmation email.

If you have any questions, please contact Kristin Leanues at kleanues@svb.com  

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Access to Innovation

SVB is dedicated to the success of the innovation economy. Through our Access to Innovation program, we provide educational and job opportunities for emerging talent, make connections for female and minority founders and investors and encourage gender parity and diversity in leadership. Learn more

Providing educational and job opportunities for emerging talent

1:00 – 5:00 pm

SVB helps underserved youth gain a path to training and a tech career through paid work experiences, a community college certificate in business and data analytics, and events.

Encouraging gender parity and diversity in leadership

1:00 pm, meet at the Golf Club

SVB supports women and minorities in leadership in the innovation economy by focusing on activities and partnerships that will fund and increase the representation of diverse entrepreneurs and investors.

Making connections for female and minority founders and investors

2:00 pm, meet at the Tennis Courts

SVB creates opportunities for all by developing networks, partnerships and events to bring founders and investors together, and increase funding and support for entrepreneurs.

Gallery

Zoom Recording

Thank you to all who participated!

For your reference, we have added the Zoom recording replay video of the webinar here.

Frequently Asked Questions

Where does the Summit take place?

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The Summit takes place at The Equinox, a Luxury Collection Golf Resort & Spa, Vermont, established in 1769.

When does the Summit take place?

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The Summit takes place from Friday, August 30th through Monday, September 2nd, 2019, and registration opens at 8am.

Who is delivering the keynote at the Summit?

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Natalie Smith, the President of Landmark Place, will deliver the 2019 Silicon Valley Bank Summit.

What types of activities are on the schedule for this year's summit?

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The Summit will include professional development, networking, and activities like fly fishing, glass blowing, off-road driving, golf, and more, tailored just for Private Equity CFOs and COOs.

3003 Tasman Drive
Santa Clara, CA 95054

Banking, lending, and trust products or services are offered by Silicon Valley Bank, a California bank with trust powers. Silicon Valley Bank is a member of the FDIC and of the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB).

SVB Investment Services Inc. (member FINRA and SIPC; SEC-registered investment adviser) offers brokerage and investment management products and services and is a wholly-owned, non-bank subsidiary of Silicon Valley Bank. SVB Wealth LLC (an SEC-registered investment adviser) offers wealth management services and is also a wholly-owned, non-bank subsidiary of Silicon Valley Bank.

Investment Products offered by SVB Investment Services Inc. and/or SVB Wealth LLC are:

·       Not FDIC Insured           
·       Not Bank Guaranteed   
·       May Lose Value

Not all products/services are offered by all advisors.

None of Silicon Valley Bank, SVB Investment Services, SVB Wealth or any of their respective affiliates provide legal advice. Estate planning requires legal assistance. Please consult your legal advisors for such guidance.

All loans are subject to underwriting, credit, and collateral approval. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs and underwriting policies subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 442029.

© 2022 SVB Financial Group. All rights reserved. SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, and the chevron device are trademarks of SVB Financial Group, used under license.

The information and materials contained in this communication are not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be contrary to law or regulation or which would subject Silicon Valley Bank or its subsidiaries or affiliates to any registration requirement within such jurisdiction or country. The information and materials contained in this communication are not intended as an offer or solicitation for the purchase of stock, any other security or any financial instrument of Silicon Valley Bank or any other issuer or company.

Read about our Privacy Notice. If you have any questions or concerns about our privacy policies, please contact us by email PrivacyOffice@svb.com. Also read about our cookie policy SVB Private.

2770 Sand Hill Road Menlo Park, CA 94025.

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SVB’s mission is to help innovators and their investors move bold ideas forward fast. SVB Events create an environment for SVB clients, prospects, partners and employees to connect, learn from each other, pursue big ideas and make a powerful impact on people’s lives. Through our events, we help SVB to achieve its mission.


SVB does not tolerate disrespectful or harassing behavior, conversations or interactions by any event attendee, in any form, at any aspect of the program, regardless of the event location.


As an SVB event attendee, we encourage you to assist in creating a welcoming and safe networking environment. SVB reserves the right and retains sole discretion to refuse admittance to, or remove any person from, an event at any time.


Please report any violation of the Event Entertainment Code of Conduct to the following:
• Security Guard onsite

• SVB Event

• Venue Staff


If you feel that an SVB event is against our code of conduct policy or inconsistent with SVB’s culture, please contact:


SVB Events
Heidi Bianchi | 650.855.3050

SVB Financial Group Code of Conduct Policies
Evelyn De la Cruz | 312.704-9525

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