Brown Advisory

SEPTEMBER 6, 2022

The RoIC has been above 20% for every year of the past two decades except once at the depths of the global financial crisis in 2009. In the financial markets we see evidence of cycles in capital flows as market prices rise. Ethical AI is a highly nuanced subject and is at the top of our engagement priorities.

Investing 52

Investing Investments Insurance Ethics 52

The Big Picture

JANUARY 9, 2024

And so I had the spreadsheet of every convertible bond deal that we or anyone else in the market did. And it restarted in, I wanna say March of 2009, but like onlya little bit. You were saying that you had a code of ethics, but then your CEO was sexually harassing people. And it stopped in like September of 2008.

Retail 130

Retail Banking Math Management 130

The Big Picture

DECEMBER 6, 2022

First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. And I think that the financial advisors are used, but not as widely used as they are in the U.S. And definitely, their retail market participation is significantly lower than you can see in the U.S.

Clients 154

Clients Investing Investments Management 154

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Wright retorts back that restrictions don’t necessarily mean higher ethical standards.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

JULY 19, 2022

Following the financial crisis and the Fed cutting rates, economy and the market starts recovering in late 2009 and then 2010 and we kept hearing from a lot of different value corners, hey, everything is richly priced. And then, most importantly, I do love his ethical antenna and his kind of truth-telling obsession that he has.

Investing 130

Investing Investments Valuation Portfolio 130