Brown Advisory

APRIL 20, 2022

To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance on private equity, real estate and other less liquid “alternatives” to sustain their growth objectives and, ultimately, their charitable objectives. For more details on the act, see below.)

Investment Advisor 52

Investment Advisor Investments Investing Nonprofit 52

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Assets 167

Assets Management Portfolio Taxes 167

Brown Advisory

APRIL 1, 2016

Fri, 04/01/2016 - 15:39. After several years of relative calm, investors have had renewed reason to worry about protecting their portfolios. Following the turmoil of the Great Recession, many market participants were lulled into complacency by seemingly steady gains in asset prices and the extended period of low interest rates.

Investments 52

Investments Investing Portfolio Assets 52

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Among the larger equity holdings in Berkshire’s portfolio are Apple (Berkshire owns 5.4%

Insurance 52

Insurance Investments Investing Management 52

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Among the larger equity holdings in Berkshire’s portfolio are Apple (Berkshire owns 5.4%

Insurance 52

Insurance Investments Investing Management 52

Brown Advisory

NOVEMBER 1, 2019

Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. OZ Funds” allow the deferral, and partial avoidance, of capital gains arising out of the sale of appreciated assets. Intra-spousal transfer, to provide one spouse with sufficient assets to fund…. …a

Planning 52

Planning Taxes Clients Estate Planning 52

The Big Picture

FEBRUARY 7, 2023

You know, if you’ve got $650 billion of assets floating around, including loans of actual buildings because you’re in the real estate business — RITHOLTZ: Right. It was like 13 out of 13 in the GE portfolio. Like, selling GE Capital assets was not an option. They were really an M&A machine. RITHOLTZ: Right.

Engineering 256

Engineering Banking Numbers Management 256