Brown Advisory

SEPTEMBER 21, 2022

The idea has since been refined more quantitatively, first by Benoit Mandelbrot in his 1982 book, The Fractal Geometry, and more recently by Nassim Nicolas Taleb in his 2007 book, The Black Swan: The Impact of the Highly Improbable, and then again in his 2012 book, Antifragile: Things That Gain from Disorder.

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

Brown Advisory

SEPTEMBER 21, 2022

The idea has since been refined more quantitatively, first by Benoit Mandelbrot in his 1982 book, The Fractal Geometry, and more recently by Nassim Nicolas Taleb in his 2007 book, The Black Swan: The Impact of the Highly Improbable, and then again in his 2012 book, Antifragile: Things That Gain from Disorder.

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

Trade Brains

APRIL 30, 2023

As of 2018, India ranked third on the list of countries with the highest number of family-owned businesses with 111 such companies. At the time of his death in 2002, Reliance was already a conglomerate having its business in the Oil and Gas, Refining, petrochemical, Electricity, Telecom, and Financial services industries.

Management 52

Management Pharmaceutical Engineering Ethics 52

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. ” Who are the number one users of TurboTax?

Management 213

Management Investing Investments Assets 213

The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. And again, I ended up in the financial services audit practice at KPMG. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. What can I say about Julian Salisbury?

Assets 286

Assets Clients Investing Investments 286

The Big Picture

OCTOBER 31, 2023

And so our initial thrust was what our first hedge fund called Bay Pond, which is a financial services hedge fund, started by Nick Adams back in 1994, which will, I guess be celebrating its 30th anniversary next year. Do do we care about round numbers like a hundred million or 500 million in sales? There’s no guarantee.

Management 152

Management Investing Investments Portfolio 152

The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. At Citi, in 2007, fantastic timing, you take over as Head of Structured Solutions. And so, 2007, I came over to Citi. I’m talking about diversified financial services. BITTERLY MICHELL: … was — no, no.

Clients 286

Clients Wealth Management Investing Investments 286

The Big Picture

AUGUST 15, 2023

RITHOLTZ: The whole pre-financial crisis decade or two, hedge funds crushed-crushed it. Or at least the top, pick a number, 30, 40%. SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. This is the summer of 2007.

Management 130

Management Investing Investments Government 130

Brown Advisory

OCTOBER 18, 2019

This fact is on the minds of a growing number of investors today who are concerned about the market’s direction. CBOE S&P 500 Implied Correlation Index, 1/1/2007-8/30/2019 Source: Chicago Board Options Exchange (CBOE). Any number of factors could cause valuations to quickly readjust or correlations to spike.

Marketing 52

Marketing Marketing Valuation Numbers 52

Brown Advisory

OCTOBER 18, 2019

This fact is on the minds of a growing number of investors today who are concerned about the market’s direction. CBOE S&P 500 Implied Correlation Index, 1/1/2007-8/30/2019. Any number of factors could cause valuations to quickly readjust or correlations to spike. Source: Chicago Board Options Exchange (CBOE). Global Macro.

Marketing 52

Marketing Marketing Valuation Numbers 52

Carson Wealth

MAY 22, 2023

We reviewed single-family housing starts across the five recessions that preceded the pandemic-led 2020 recession, including 1980, 1981-1982, 1990-1991, 2001, and 2007-2009. However, there’s a lot of pent-up demand due to a record number of people ages 25-34 , which is prime homebuying age.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation.

Sales 130

Sales Numbers Taxes Marketing 130

Brown Advisory

JULY 1, 2016

Looking back over the 30 years beginning in 1985, a number of factors contributed to the strong performance of equities. Following the 2007–2008 financial crisis, some observers began referring to the “new normal.” These factors tend to limit the number of passive vehicles available to fill specific niches in a portfolio.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Looking back over the 30 years beginning in 1985, a number of factors contributed to the strong performance of equities. Following the 2007–2008 financial crisis, some observers began referring to the “new normal.” These factors tend to limit the number of passive vehicles available to fill specific niches in a portfolio.

Investing 52

Investing Investments Portfolio Assets 52

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis. You know, we bought Hilton in June of 2007. BARATTA: Yeah.

Assets 152

Assets Investing Investments Valuation 152

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 286

Valuation Education Government Numbers 286