Brown Advisory

MARCH 1, 2016

Stock market volatility has spiked in response to immediate market concerns about energy prices, weakening economic growth in China and changes to monetary policy, as well as momentous capital-market shifts during the past 20 years. This communication and any accompanying documents are confidential and privileged. Through The Storm.

Clients 52

Clients Economy Banking Investing 52

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Assets 154

Assets Investing Investments Valuation 154

The Big Picture

MARCH 12, 2024

No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We see it as, like I said, about 50 million assets and we’re modeling up the value of every home in the country, every, every week, basically. We’re we’re the quant shop in real estate, in the quant shop in physical assets.

Banking 143

Banking Investing Investments Marketing 143

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. This is really a fascinating story. Ken Kencel, welcome to Bloomberg.

Banking 143

Banking Management Investing Investments 143

The Big Picture

FEBRUARY 20, 2024

You get an economics PhD from California, Berkeley in 82, and around the same time you become an economist at the Federal Reserve Board from 81 to 83. So, if you remember, we were, we were still rolling out various facilities like the, the, the term asset backed, the lending facility, for example.

Economy 143

Economy Banking Marketing Marketing 143

The Big Picture

DECEMBER 26, 2023

So I wanted to challenge myself, improve my communication skills, you know, through, through the writing process. But the other factor is asset manager positioning. How, how do you consider different geographies, different sort of asset classes? And since my writing skills weren’t all off the snuff, I just dove in.

Marketing 154

Marketing Marketing Financial Advisor Clients 154

The Big Picture

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. 00:29:06 [Speaker Changed] So that was 2006. You’ve got a big asset management business that you care about. Your chief economic advisor to the president. Really intriguing.

Taxes 271

Taxes Banking Clients Management 271

The Big Picture

OCTOBER 31, 2022

SIEGEL: — or 2006, ’07, ‘08. RITHOLTZ: Did you see the Liberty Street Economics research paper? This recent paper at Liberty Street Economics blog, which is the New York Fed Research blog, said, “Oh, it turns out that people have adjusted to work from home. And as is usual, they got overpriced at the top. SIEGEL: Yeah.

Numbers 143

Numbers Investing Investments Marketing 143