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. During the past 12 months, we have shifted to a slightly more defensive position in client portfolios.

Clients 52

Clients Economy Banking Investing 52

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? MCCARTHY: — and end up in M&A on Wall Street. RITHOLTZ: Right.

Assets 154

Assets Investing Investments Portfolio 154

Brown Advisory

MARCH 1, 2016

Clients can gain exposure to early-stage investments through our Private Equity Partners (PEP) vehicles. 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.

Valuation 52

Valuation Clients Communication Investing 52

The Big Picture

MARCH 12, 2024

And I would say that Washington was pretty interesting because we had gone and, and spoken to people in 2005, 2006, and to kind of let people know that there was something, these are, this is a trillion dollars worth of misprice risk. So let’s talk a little bit about who the clients are for Amherst. Fascinating.

Banking 143

Banking Investing Investments Marketing 143

The Big Picture

APRIL 18, 2023

I think because the private equity investing model has been really good for our clients, which are state pension plans, sovereign wealth funds, you know, ensuring the retirement safety of many — tens of millions of people. In 2006, ’07, ’08, you saw the financial crisis. So we share themes and we share these economic signals.

Assets 154

Assets Investing Investments Valuation 154

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. Next day I had to go to Boston for a client meeting. 00:21:42 [Speaker Changed] Now, you could go back not all that far in the Fed history, and there was none of this communication.

Economy 143

Economy Banking Marketing Marketing 143

The Big Picture

APRIL 4, 2023

And back then, you know, again, it was a very interesting place to be because they had lots of capital and they had lots of clients. So subsequent to that business at Indosuez, I launched my own firm in 2006, and this is now further into that bank consolidation dynamic. KENCEL: That’s exactly right. You guys had a huge year.

Banking 143

Banking Management Investing Investments 143

The Big Picture

DECEMBER 26, 2023

So I wanted to challenge myself, improve my communication skills, you know, through, through the writing process. So we service the, the global private clients. So a again, ways to measure market breadth would be the advance of client lines you just mentioned. Said, you know what? Lemme get a double major and do English writing.

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. Goldman had clients on the other side. They were trying to make their clients a ahead price and get hedged, and they were gonna walk away from the trade. Oh, really? So that was really unique.

Taxes 271

Taxes Banking Clients Management 271