Brown Advisory

JANUARY 4, 2016

In 2013, she applied it to the small number of privately held companies with a market value over $1 billion to denote their rarity. Uber, arguably the best known, first became a unicorn in mid-2013, about the time Ms. Most have achieved their unicorn status rather recently, and in fact nearly all did so in just the past five years.

Investments 52

Investments Investing Numbers Valuation 52

The Big Picture

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 It has to be such a different set, the retirement planning is different, the safety net is different. I had the chance to be part of some very interesting transactions in the banking space. billion deal. BERRUGA: Yeah.

Clients 157

Clients Investing Investments Management 157

Brown Advisory

JANUARY 1, 2023

These are the businesses in which we want to invest your savings (and ours) so that they can compound over time, ensuring your security in retirement and our opportunity to create value for you. Allegion was spun-out of Ingersoll Rand in 2013 and it’s thirty-two brands including Schlage in the U.S. 5 on a net of fees basis.

Investments 52

Investments Investing Valuation Clients 52

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And I would constantly hear them frustrated by the compliance department. HAMBURGER: They were just blaming compliance for everything they couldn’t do. RITHOLTZ: Right.

Compliance 157

Compliance Clients Wealth Management Management 157

The Big Picture

MAY 9, 2023

SALISBURY: So I led the European Special Situations Group from 2008 to 2013. RITHOLTZ: what we’re really talking about is, hey, we have a bunch of people retiring in 10 years and we expect to have to pay out X dollars. RITHOLTZ: So what brought you back to New York and what year was that? There were a couple of reasons for that.

Assets 293

Assets Clients Investing Investments 293

Sara Grillo

MAY 8, 2023

Policy lapse results in phantom income tax on the entire amount of the capital gain in the policy, plus there is the disappointment of having an asset you counted on (maybe to retire) go to zero. Prior to joining MetLife in 2013, Bobby was a consultant to life insurers, distributors and high-end agents. BOBBY SAMUELSON: It depends.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

JULY 29, 2024

So built in a retirement offering an insurance offering, expanded their mutual fund offering, expanded their ETF offering. 00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal.

Clients 144

Clients Portfolio Financial Advisor Investing 144

Sara Grillo

SEPTEMBER 26, 2022

2013, March). Along his journey he has been quoted in the following publications: The Wall Street Journal, Investor’s Business Daily, Kiplinger’s Retirement Report, TheStreet.com, Cheddar.TV, Crain’s Detroit Business and MarketWatch.com; among others. For advise on such matters, contact a legal or compliance advisor.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

Nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. 2013, March). The opinions expressed herein do not necessarily represent the views of Sara Grillo or Grillo Investment Management, LLC. About John “JR” Robinson.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

NOVEMBER 25, 2024

Corey Hoffstein : So throughout 2013, I was doing a lot of this research. And so in 2013, I’m staring down my largest client, all of a sudden it becomes obvious. You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up.

Portfolio 144

Portfolio Management Assets Marketing 144