Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Optimists point out that every recession in the last 45 years was preceded by either a large financial bubble (technology stocks in 2000, U.S.

Investing 52

Investing Investments Clients Portfolio Management 52

The Big Picture

OCTOBER 17, 2023

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

Investing 130

Investing Investments Clients Management 130

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Consulting 283

Consulting Management Numbers Investing 283

Brown Advisory

JULY 23, 2019

Buffett places a very high value on this float but won’t give a number. Our system has been remarkable in growing the number and quality of goods per person over time through improvements in productivity. He communicates to them what he would tell anyone who has a large investment in the company. He quoted Thomas Watson Sr.,

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Buffett places a very high value on this float but won’t give a number. Our system has been remarkable in growing the number and quality of goods per person over time through improvements in productivity. He communicates to them what he would tell anyone who has a large investment in the company. General Investment Questions.

Insurance 52

Insurance Investing Investments Management 52

The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: … obviously, the United States, the global economy. And ultimately, to make a very long story short, I fell in love with derivatives. So derivatives were a part where I was very intimidated. RITHOLTZ: Right.

Clients 283

Clients Wealth Management Investing Investments 283

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. Yeah, ’99-ish, early 2000, I got headhunted.

Assets 158

Assets Management Marketing Marketing 158

Brown Advisory

MARCH 1, 2016

In January, China said that the nation’s economy grew 6.9% We rarely, if ever, can predict the short-term twists and turns in the economy. We are really looking at a tale of two eras: one exhibiting a baseline of volatility from 1970 until 2000, and the other showing meaningfully higher volatility from 2000 to the present.

Clients 52

Clients Economy Banking Investing 52

The Big Picture

AUGUST 8, 2022

There’s no corporation that lives its healthy — unless they’re on their way to bankruptcy that lives with single digit equity numbers. RITHOLTZ: And to put some numbers on that, the Internet peak to trough was about 81 percent decline in the NASDAQ comp whereas I think houses fell about 32 percent. RITHOLTZ: Right.

Banking 192

Banking Government Insurance Taxes 192

The Big Picture

JULY 18, 2023

WAGNER: So I was at Credit Suisse, I guess you could say I started just after my internship finished And I was there until the fall of 2000 when I received a call from somebody at Goldman Sachs on their desk that I had met and cajoled me into coming into interview for a spot on the distressed debt trading desk. The worst the economy is.

Investing 130

Investing Investments Assets Insurance 130

Brown Advisory

OCTOBER 11, 2021

Hedge funds can include a number of strategies: long-short, trading-oriented, global macro, event-driven and activist. Private Equity and Venture Capital benchmark from December 31, 2000 through December 31, 2017, which represents the most relevant recent data available. An index constituent must also be considered a U.S. company.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

Hedge funds can include a number of strategies: long-short, trading-oriented, global macro, event-driven and activist. Private Equity and Venture Capital benchmark from December 31, 2000 through December 31, 2017, which represents the most relevant recent data available. An index constituent must also be considered a U.S. company.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. 2000), MSCI Korea Index (gross div.),

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. 2000), MSCI Korea Index (gross div.),

Government 52

Government Commission Economics Distribution 52

The Big Picture

MARCH 14, 2023

RITHOLTZ: That whole irrational exuberance era from ’96, from the speech to 2000, that could be the best four-year run in market history. So up 18 or 19 percent for the year, you see those spectacular numbers. economy was actually starting to slow and slow pretty dramatically. BERNSTEIN: It was crazy. It was really crazy.

Economy 150

Economy Investing Investments Portfolio 150

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. BARATTA: Wind, solar, electrifying the economy, getting off of oil and gas, and it’s all kinds of companies engaged. BARATTA: Yeah. In the long run. RITHOLTZ: Right.

Assets 150

Assets Investing Investments Valuation 150

The Big Picture

MARCH 12, 2024

And that’s, that’s the predecessor to Amherst, which we bought in 2000 and had been running it since then. So think about 2003 home prices had gone up a lot from 2000. So mortgage position in 2000 were way more valuable in 2003 than they were when they originated because they weigh less credit risk. Anything else?

Banking 140

Banking Investing Investments Marketing 140

The Big Picture

APRIL 25, 2023

And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. Because when I started MarketCounsel and the Hamburger Law Firm back in 2000, the only firms that were doing regulatory compliance work were registration services and service bureaus. They talk about economies of scale.

Compliance 150

Compliance Clients Wealth Management Management 150

The Big Picture

FEBRUARY 12, 2024

He has put together an amazing track record at Greenlight in the middle 2000 and tens. And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. That explaining that process and communication to people built confidence.

Management 279

Management Investing Investments Economy 279

The Big Picture

DECEMBER 26, 2023

So I wanted to challenge myself, improve my communication skills, you know, through, through the writing process. And 00:06:38 [Speaker Changed] Door number one was much better than door number three in, in the circumstances. When we talk about breadth, we’re talking about the numbers of advancers versus decliners.

Marketing 150

Marketing Marketing Financial Advisor Clients 150

The Big Picture

FEBRUARY 7, 2023

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. So that’s important, number one. RITHOLTZ: He had Bernie Madoff numbers, didn’t he? He is one of the co-founders of Puck. RITHOLTZ: Absolutely. COHAN: Okay. He was fine.

Engineering 251

Engineering Banking Management Numbers 251

The Big Picture

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. And the process is going to lift up their particular communities and strengthen America in terms of having, you know, kind of a more inclusive economy.

Startup 158

Startup Investing Investments Numbers 158

The Big Picture

OCTOBER 31, 2022

It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. So this is after March of 2000, his famous op-ed “Big-Cap Tech Stocks are a Sucker’s Bet.”. In every recession, except one and that was the tech bust of 2000, the drawdown of REITs was greater than the S&P 500.

Numbers 140

Numbers Investing Investments Marketing 140

The Big Picture

MAY 16, 2023

In 2000, I mean, sorry, in 1980, I was 15 years old, I’m sneaking into comedy clubs watching, you know, Jim Carrey and Dave Thomas and, you know, like everybody could show up on a night. I mean, a lot of the best trades that Cramer did as a hedge fund manager, you know, tapping out before everything went to hell in 2000.

Media 275

Media Investing Investments Valuation 275

The Big Picture

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. I said, no, that couldn’t be right.

Government 309

Government Banking Numbers Investing 309