Steve Sanduski

JANUARY 20, 2023

Tech company valuations were cratering, but interest in tech was still high thanks to the exploding popularity of the internet. ” Even for advisors and clients who are interested in alternative investments , software and the broader tech sector might seem like a tough sell right now. “Making it the best it can possibly be.”

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Brown Advisory

SEPTEMBER 20, 2017

After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014. While valuation is critical to our approach, it occurs near the end of our process. Second, we keep a keen eye on valuation.

Portfolio Management 52

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Brown Advisory

SEPTEMBER 20, 2017

After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014. While valuation is critical to our approach, it occurs near the end of our process. Second, we keep a keen eye on valuation.

Portfolio Management 52

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Trade Brains

FEBRUARY 2, 2024

Through a comprehensive range of tailored wealth management solutions, the company serves the highly specialized and sophisticated needs of high-net-worth and ultra-high-net-worth individuals, affluent families, family offices, and institutional clients. The company was incorporated in 2001. The company had an AUM of Rs.

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Healthcare Wealth Management Insurance Financial Services 59

The Big Picture

MAY 9, 2023

And then I was the beneficiary of the TMT bubble bursting in 2001. SALISBURY: At the simplest level we manage money for our clients. Three main client segments. So that’s essentially what we do from a client segmentation perspective and we do that globally — US, Europe, and Asia. What do they focus on?

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The Big Picture

SEPTEMBER 23, 2024

He also spent time at Sebus and More Capital before launching his own firm in 2001. But that valuation, to be able to come up with the valuation, to be then able to work in a restructuring process, bankruptcy process, and say, Hey, I think at the end of this, we are buying debt at 50 cents. It could be worth 80, 90 cents.

Banking 144

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The Big Picture

OCTOBER 24, 2022

NORTON: These are portfolios that we’re creating, whether they’re individual stocks, or whether they’re multi-asset portfolios that we offer to financial advisors who in turn offer them to their clients. And so our customer base is financial advisors and their underlying clients. NORTON: They can be.

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The Big Picture

JULY 24, 2023

RITHOLTZ: So let’s talk a little bit about what Stray Reflections is today and who your clients are. The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. The second, and what’s interesting about that period, is the fact that valuations actually peaked in 1961.

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Brown Advisory

NOVEMBER 1, 2023

This Present is Accounted For: An Overview of Low-Basis Gifting Strategies achen Wed, 11/01/2023 - 11:20 After spending a career helping clients with tax and estate advice, I often see reminders and lessons about my job in the unlikeliest places. And for many years, that was the case for most clients in the U.S.,

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The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

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The Big Picture

MAY 21, 2024

So it’s been, you know, back in, in 2001, strategists were telling you to put about 70% of your money in stocks. But no, but I think that where I get my best ideas is from talking to super smart people like you, like our financial advisors, like our hedge fund clients, our, our long only investor clients pensions.

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Brown Advisory

MAY 16, 2016

Reported earnings don’t grow every year due to the business cycle and occasional outsized insurance losses (2001), but the progress over time is clear. Low rates also raise valuations for business acquisitions. A quarter-point difference doesn’t sound like much, but on $60 billion [Berkshire’s cash balance], it is still painful.

Insurance 52

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The Big Picture

FEBRUARY 20, 2024

Next day I had to go to Boston for a client meeting. Not only were they late to start tightening in, in 2001, they they 2021, they were late to recognize inflation peaked in 22. But we had a very mild recession in 2001. 00:07:41 [Speaker Changed] Yeah, yeah. He said, oh, it’d take at least two or three weeks, really?

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The Big Picture

JUNE 3, 2024

He really is one of the most knowledgeable people in this space, and not just knowledgeable in the abstract, but helping to oversee just about a hundred billion dollars in client assets. So that was in, that was in 2001 early then. And you know, it’s the same thing when valuation gets outta control too.

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The Big Picture

FEBRUARY 7, 2023

RITHOLTZ: In the ‘80s, they were really a financial arm of GE and a way to facilitate its client base. COHAN: His memoir came out literally on September 11th, 2001. And this book comes out on September 11, 2001. So as part of the publicity that got picked up in October of 2001, by the way, the book was a big bestseller.

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Engineering Banking Numbers Management 256

The Big Picture

JULY 8, 2025

For the record, Mitchell Madison was formed out of a spinoff of a bunch of McKinsey partners and it was taking kind of a new way, a new approach frankly, to some of the similar types of clients as McKinsey had. And that’s also how I wanna approach things for my clients. Are they mom and pop investors? Are they institutional?

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