Brown Advisory

NOVEMBER 14, 2018

We covered a lot of ground in a freewheeling conversation, but one question he asked me really got my attention: “What are the most important lessons you learned from managing through the technology bubble in 2000-01 and the financial crisis of 2008-09?”. LESSONS FROM 2008. Great Companies Survive.

Clients 52

Clients Investing Investments Assets 52

Indigo Marketing Agency

DECEMBER 19, 2022

As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. Peter Lazaroff. Guess what?

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Brown Advisory

MAY 10, 2022

Today’s governance landscape is heavily influenced by the two biggest financial shocks of the 21st century: The breakdowns in governance and ethics at Enron and Worldcom in the early 2000s triggered meaningful change. The 2008-09 credit crisis showed that further governance reform was needed in the U.S.

Government 52

Government Investing Investments Clients 52

The Big Picture

JANUARY 9, 2024

And it stopped in like September of 2008. You were saying that you had a code of ethics, but then your CEO was sexually harassing people. And like really meant it and like wanted to hear from his clerks and like wanted to to hear your opinions and who just like had like a work ethic and a just an ethic that was really inspiring.

Retail 130

Retail Banking Math Management 130

The Big Picture

AUGUST 29, 2022

BALCHUNAS: … I would say the financial crisis of 2008 is when they really kicked in. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. BALCHUNAS: 2008 was the year that made Vanguard and ETFs. RITHOLTZ: Right. RITHOLTZ: Yes. BALCHUNAS: Yeah.

Assets 167

Assets Management Marketing Marketing 167

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? 2008 through 2010 was a particularly tough and very formative experience.

Assets 157

Assets Investing Investments Portfolio 157

Sara Grillo

SEPTEMBER 26, 2022

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

DECEMBER 6, 2022

Think about the two founders of Global X, Bruno and Jose, they set up Global X in 2008. And I think when you’ve gone through the financial crisis in 2008, when I was working with Morgan Stanley, or even laid it on, you know, December of 2018– RITHOLTZ: The fourth quarter was down 20 percent. BERRUGA: Exactly. BERRUGA: Yeah.

Clients 157

Clients Investing Investments Management 157

Aleph

MARCH 25, 2023

Mar 24, 2023 The banking precedent that matters for where we are now isn’t 2008, but the empire-building a decade earlier [link] As I have said before, hand banking regulation back to the states. Do we really want payment networks to be ethics guardians? End interstate banking.

Banking 59

Banking Risk Management Government Accounting 59

Dear Mr. Market

MARCH 11, 2023

Obviously this rattled a lot of nerves and the way we see it is that it won’t be a 2008 “Lehman” type event, however there will be other casualties or at least some banks that get major pressure. Watch for those that have even worse financials and balance sheets than SVB did.

Investing 105

Investing Investments Portfolio Assets 105

The Better Letter

APRIL 27, 2023

On the other hand,… …I see the evidence as demonstrating that there are many, many exceedingly difficult questions, personal, moral, ethical, religious, economic, political, and otherwise. And today’s world seems chock-full of fundamentalists. Many are indeed fundamental. Who should I vote for? Where should I go to school?

Media 73

Media Banking Ethics Compliance 73

The Big Picture

JULY 19, 2022

But it was — on the other hand, it was just a great place, well, first to try it but the second thing is when 2008 came along, it was one of the few places that we’re making money. And then, most importantly, I do love his ethical antenna and his kind of truth-telling obsession that he has. RITHOLTZ: Just not a great fit.

Investing 130

Investing Investments Valuation Portfolio 130

Brown Advisory

MAY 16, 2016

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. for the S&P® 500.

Insurance 52

Insurance Investing Investments Banking 52

The Big Picture

APRIL 8, 2024

The last cycle, for example, it took 18 months from when the yield corps inverted to when the recession started in 2008, 18 months. Prince of a person, a great intellect, a very serious investor, a good macro guy, but a real stock person and, and he was very helpful to me in culture ethics. Just a, a great role model.

Economy 144

Economy Clients Economics Banking 144

The Big Picture

MAY 2, 2023

Ben Clymer took a buyout offer from UBS in 2008 right in the middle of the financial crisis and said, “I know what I’m going to do. 2008, you launched a blog after you leave UBS in the midst of the financial crisis. RITHOLTZ: Hey, in 2008, that was not nothing. I know a little bit about that. CLYMER: It started for fun.

Retail 167

Retail Insurance Advertising Numbers 167

The Big Picture

NOVEMBER 19, 2023

New York Times ) • The Supreme Court’s new ethics code is a joke : The code is so weak that it serves to legitimize Clarence Thomas’s corruption. The tech-focused fund started in 2008 and invests in both public and private firms. Has Turned His Public Crusades Into a Private Windfall : The causes Robert F. Kennedy Jr.

Ethics 130

Ethics Insurance Startup Government 130

Brown Advisory

AUGUST 1, 2018

In the last 10 years (2008 through 2017), Berkshire’s shareholders’ equity per share and share price grew at 10.5% Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. These have compounded at an amazing pace that is almost twice the 9.7%

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

In the last 10 years (2008 through 2017), Berkshire’s shareholders’ equity per share and share price grew at 10.5% Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. These have compounded at an amazing pace that is almost twice the 9.7%

Assets 52

Assets Investing Investments Insurance 52