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Transcript: Jonathan Clements

The Big Picture

And it was really the ETF revolution that took indexing and turned it into a national phenomenon that now it surpasses the amount of money inactively managed funds. I did it in 2000, 2002. And one of the common conversations is, I have a client, he’s got millions of dollars invested. I did it in 2008 in oh nine.

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Raising Women's Voices Webinar Series

Brown Advisory

Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory India’s COVID-19 Crisis and Its Impact on Women June 29, 2021 Disasters exacerbate existing inequities, and COVID-19 is proving no different. The devastation in India has been harrowing for women, as communities struggle to protect public health.

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Raising Women's Voices Webinar Series

Brown Advisory

Speakers: Andrea Hoban, Co-Founder and Head of Oji Life Lab; Lindsay Jurist-Rosner, Founder and CEO of Wellthy; Ashley Williams, Founder and CEO of Infinite Focus Moderator: Meredith Shuey Etherington, Portfolio Manager at Brown Advisory. . Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory. . June 29, 2021.

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Transcript: Michael Rockefeller

The Big Picture

There are about 13 different portfolio managers each focused on a different sub-sector. I got an internship at a investment fund in Baltimore, and this was 2002 at the time. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year. 00:08:21 [Speaker Changed] Wow.

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Investment Perspectives | Bubbles II

Brown Advisory

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Not only have U.S. So, it may be a good time to revisit the bubbles theme.

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Transcript: Tom Rampulla

The Big Picture

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was.

Clients 280
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Keep your clients far away from ESG investing – it’s a rip-off!

Sara Grillo

Don’t let your clients get taken! These meetups are free and the goal is to learn from each other about how to grow and manage a transparent practice for the benefit of clients. So according to Yardini Research, there was $200 billion of buybacks in quarter two, 2002 for S&P stocks. Don’t let your clients get taken!