Brown Advisory

MARCH 1, 2016

In January, China said that the nation’s economy grew 6.9% We rarely, if ever, can predict the short-term twists and turns in the economy. For years, central banks around the world have supported their economies and capital markets by cutting interest rates to record lows and purchasing government bonds. decline for the month.

Clients 52

Clients Economy Banking Investing 52

The Big Picture

DECEMBER 14, 2022

And interestingly, I’m happy to come back to these things I learned in helping companies through mergers, particularly around things like communications and shareholder relations, and employee engagement that have now served me really well, couple decades later in my career. RITHOLTZ: Right. I think that is changing. People got to eat.

Assets 154

Assets Investing Investments Portfolio 154

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

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

APRIL 4, 2023

And we brought them a plan that, you know, I think, was very similar to what the banks were doing at the time, which was providing financing to private equity-owned companies, huge area of growth in the economy. middle market is the third largest economy in the world. PE, at that point, was really just developing in the middle market.

Banking 143

Banking Management Investing Investments 143

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 that’s an active part of portfolio trimming and opt and optimization.

Banking 143

Banking Investing Investments Marketing 143

The Big Picture

FEBRUARY 20, 2024

There are few people in the world who understand the interrelationships between central banks, the economy, and markets like Bill Dudley does this, this is just a master class in, in understanding all the factors that affect everything from the economy to inflation, to the labor market, the housing market, and of course, federal Reserve policy.

Economy 143

Economy Banking Marketing Marketing 143

The Big Picture

FEBRUARY 7, 2023

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. COHAN: — right now, that allowed people to communicate with one another. COHAN: Yeah.

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. What do you see in, in treasuries and the fixed income half of the portfolio? It was, I think it bottomed out in 2006. And since my writing skills weren’t all off the snuff, I just dove in. Said, you know what?

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. ” If I, if the president ever, this is like a blog post I wrote when the President tweets about the economy, the market will move. Well, 2006 was a miracle. If you were alive and writing checks in 2006 to 2011. Now that’s a good origin story.

Media 281

Media Investing Investments Valuation 281

The Big Picture

OCTOBER 31, 2022

SIEGEL: — or 2006, ’07, ‘08. RITHOLTZ: So 5% funds rate, what does that do to the economy? I’ve just been a little bit surprised that the Fed, etcetera, has not been trying to address this because how has it become so vigorous on pressing monetary policy when it — well, what is really happening in the real economy?

Numbers 143

Numbers Investing Investments Marketing 143