Trade Brains

JANUARY 5, 2023

These include automotive, broadcasting, communication, healthcare and transportation. Founded in 2006, Affle is a global technology company. The company offers its clients various services which include artificial intelligence, cloud, internet of things(IoT), blockchain robotics/drones, virtual/augmented reality, etc.

Engineering 52

Engineering Advertising Sales Investing 52

Brown Advisory

MARCH 1, 2016

With the Federal Reserve tightening for the first time since 2006, investors may generate competitive returns from the comparatively stable market for mortgage-backed securities. This piece is intended solely for our clients and prospective clients and is for informational purposes only. Tue, 03/01/2016 - 15:28.

Communication 52

Communication Clients Government Taxes 52

Brown Advisory

MARCH 1, 2016

Without a “tax drag” on the trust portfolio, the assets stay invested and grow for the benefit of family beneficiaries. With the Federal Reserve tightening for the first time since 2006, investors may generate competitive returns from the comparatively stable market for mortgage-backed securities.

Taxes 52

Taxes Estate Planning Assets Communication 52

The Big Picture

DECEMBER 14, 2022

Because when you’re doing that, every day, you’re interacting with different clients in different industries and having to learn a whole new set of vocabulary, whole new business. I had come at Goldman, almost all of our capital had come from high net worth clients. RITHOLTZ: Right. Also, I had done acquisitions.

Assets 154

Assets Investing Investments Portfolio 154

Brown Advisory

MARCH 1, 2016

During the past 12 months, we have shifted to a slightly more defensive position in client portfolios. equities in particular, while adding to weightings in assets with lower risk profiles than equities, such as high-yield bonds as well as some private credit opportunities where appropriate for clients.

Clients 52

Clients Economy Banking Investing 52

The Big Picture

AUGUST 29, 2022

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. at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there.

Assets 164

Assets Management Marketing Marketing 164

Brown Advisory

MARCH 1, 2016

Clients can gain exposure to early-stage investments through our Private Equity Partners (PEP) vehicles. These are concentrated portfolios of high-conviction ideas, incuding venture capital. PEP I and PEP II are ranked in the top quartile among peer portfolios. They are intended for the sole use of the addressee.

Valuation 52

Valuation Clients Communication Investing 52

The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. In 2006, ’07, ’08, you saw the financial crisis.

Assets 154

Assets Investing Investments Valuation 154

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 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. RITHOLTZ: Right.

Banking 143

Banking Management Investing Investments 143

The Big Picture

FEBRUARY 20, 2024

Next day I had to go to Boston for a client meeting. The New York Fed is kind of, I don’t know how to say this first, amongst the regional feds, because you’re located right in the heart of the financial community. 00:07:41 [Speaker Changed] Yeah, yeah. There wasn’t even an announcement of change in interest rates.

Economy 143

Economy Banking Marketing Marketing 143

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. They went public in 2006. They went public in May of 2006, and they’ve been public now for — RITHOLTZ: The argument is they avoided trouble in the financial crisis because they didn’t have a decade of overleverage.

Engineering 254

Engineering Banking Management Numbers 254

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

MAY 16, 2023

And then I didn’t do the internet again until 2006. Well, 2006 was a miracle. If you were alive and writing checks in 2006 to 2011. They kept the reputation intact by communicating with their investors. (LAUGHTER) And that’s how I learned the internet. Now that’s a good origin story. RITHOLTZ: Right.

Media 281

Media Investing Investments Valuation 281