Brown Advisory

OCTOBER 28, 2021

Speakers: Andrea Hoban, Co-Founder and Head of Oji Life Lab; Lindsay Jurist-Rosner, Founder and CEO of Wellthy; Ashley Williams, Founder and CEO of Infinite Focus Moderator: Meredith Shuey Etherington, Portfolio Manager at Brown Advisory. . Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory. . June 29, 2021.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

SEPTEMBER 12, 2016

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Pritzker and United Way created the first social impact bond aimed at financing early childhood education in 2013. Social impact bonds (SIBs).

Investments 52

Investments Investing Communication Government 52

Brown Advisory

MARCH 28, 2017

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Pritzker and United Way created the first social impact bond aimed at financing early childhood education in 2013. Social impact bonds (SIBs).

Investments 52

Investments Investing Government Nonprofit 52

Brown Advisory

SEPTEMBER 12, 2016

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Pritzker and United Way created the first social impact bond aimed at financing early childhood education in 2013. Social impact bonds (SIBs).

Investments 52

Investments Investing Communication Government 52

Brown Advisory

MARCH 28, 2017

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Pritzker and United Way created the first social impact bond aimed at financing early childhood education in 2013. Social impact bonds (SIBs).

Investments 52

Investments Investing Government Nonprofit 52

Investment Writing

NOVEMBER 20, 2024

Note: This post was originally published on October 18, 2013, on the MarketingProfs blog , but it remains relevant today. Use the Oracle of Omaha When I push for plain language, sometimes my asset manager clients say they’re worried they’ll be seen as “dumb.” I have made some updates and additions.

Compliance 52

Compliance Communication Assets Investing 52

Brown Advisory

OCTOBER 4, 2021

Chart covers both the equity and fixed income portions of the sustainable model portfolio and the MSCI ACWI Index. *The The portfolio information above represents a model portfolio. It is not representative of an actual portfolio. Chart covers the equity portion of the sustainable model portfolio and the MSCI ACWI Index.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Chart covers both the equity and fixed income portions of the sustainable model portfolio and the MSCI ACWI Index. . The portfolio information above represents a model portfolio. It is not representative of an actual portfolio. Chart covers the equity portion of the sustainable model portfolio and the MSCI ACWI Index.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

JUNE 14, 2018

Jane Korhonen, a portfolio manager in our Washington, D.C. This was in 2013. With any of our clients, we can only help them answer the question of “how much” through an extended series of conversations over time, in which we discuss family obligations, legacy goals, estate planning constraints and a host of other factors.

Investments 52

Investments Investing Clients Numbers 52

Brown Advisory

JUNE 14, 2018

Jane Korhonen, a portfolio manager in our Washington, D.C. This was in 2013. With any of our clients, we can only help them answer the question of “how much” through an extended series of conversations over time, in which we discuss family obligations, legacy goals, estate planning constraints and a host of other factors.

Investments 52

Investments Investing Clients Numbers 52

The Big Picture

FEBRUARY 17, 2025

Was finance and investing always part of the plan? And essentially decided to pivot from that original plan because it became clear to me as I got older that to really make a living as a concert pianist, you need to be the top 1% in the world. I’m curious, I didn’t even talk about the grassroots business fund.

Investments 147

Investments Investing Economics Marketing 147

The Big Picture

MAY 9, 2023

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. SALISBURY: So I led the European Special Situations Group from 2008 to 2013. Let’s start out with a little bit of your background.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. So this secular bear market that we’re in today began in 2013 when we finally broke above the 1,500 level that was capping the index since 2000. Tell us a little bit about your research.

Marketing 130

Marketing Marketing Economy Valuation 130

Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

JANUARY 27, 2025

He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. Was finance always the career plan. What are your plans?

Assets 147

Assets Insurance Investing Management 147

The Big Picture

MARCH 26, 2024

What was the original career plan? 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. He says even God would get fired as a portfolio manager.

Marketing 147

Marketing Marketing Investing Investments 147

The Big Picture

NOVEMBER 25, 2024

Quantitative investing was, was that the plan from the beginning? 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. 00:59:26 [Speaker Changed] So it was 2013. Corey Hoffstein : Absolutely not really.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

JULY 31, 2023

Was the plan always to cover finance? And then I don’t know what God smiled on me, but I got hired by the Wall Street Journal in 2013. RITHOLTZ: So you start in 2013, and then you proceed to get some major news stories that you either covered intimately or broke. You know, when I got hired in 2013, M&A was dead.

Retail 130

Retail Government Economy Economics 130

The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. What were the career plans? Tony Kim : Career plans? Really, really interesting.

Engineering 130

Engineering Numbers Investing Investments 130

The Big Picture

JULY 22, 2024

Sounds like finance was always the career plan. So I left Morgan Stanley in 2013. So he, he focuses largely on the insurance company, Japan, you know, multi-sector is, you know, part of my remit ’cause I’m on the fund, so I’m a portfolio manager on those funds. Gregory Peters.

Portfolio 147

Portfolio Economy Investing Investments 147