Remove 2016 Remove Portfolio Remove Strategic Planning Remove Valuation
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Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor

Brown Advisory

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. Good preparation is key to a successful audit.

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Transcript: Mike Green, Simplify Asset Management

The Big Picture

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. Initially I joined to help them manage their equity portfolio. It was the exact same trade.

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2019 Year-End Planning Letter

Brown Advisory

Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. Market volatility may also have moved portfolio holdings of certain asset classes outside of desired ranges, which may require the trimming of appreciated positions. The December 2016 7520 rate of 1.8%

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Transcript: William Cohan

The Big Picture

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. It was like 13 out of 13 in the GE portfolio. And so Goldman’s valuation is around, you know, 110, $120 billion; and Morgan Stanley’s is around 170.