Brown Advisory

NOVEMBER 26, 2018

2018 Impact Report: Sustainable Core Fixed Income Strategy. Mon, 11/26/2018 - 08:01. 30, 2018, our firm managed approximately $4.1 A Letter of Introduction From The Portfolio Managers. . Brown Advisory is deeply committed to sustainable investing. As of Sept.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

MAY 31, 2018

NOW 2018 | The Changing Nature of Trust achen Thu, 05/31/2018 - 10:51 For 18 years, Matt Harrington has been studying, analyzing and synthesizing the evolution of society’s trust in four institutions: government, business, NGOs and media. The topic of trust came up many times throughout the NOW 2018 panel discussions.

Government 52

Government Media Clients Investing 52

Brown Advisory

MAY 31, 2018

NOW 2018 | The Changing Nature of Trust. Thu, 05/31/2018 - 10:51. In his presentation at NOW, Harrington covered three themes that emerged from the 2018 Trust Barometer survey. The topic of trust came up many times throughout the NOW 2018 panel discussions.

Government 52

Government Media Clients Investing 52

Brown Advisory

SEPTEMBER 30, 2018

Global Leaders Investment Letter - Q3 2018 ajackson Sun, 09/30/2018 - 09:50 Global Leaders Strategy Investment Letter - Q3 2018 In this letter, the team discuss the dangers of shorthand valuation techniques and the oversimplification of passive investing, particularly during periods of market volatility. Download the Letter Past performance (..)

Investing 40

Investing Investments Valuation Clients 40

Brown Advisory

SEPTEMBER 30, 2018

Global Leaders Investment Letter - Q3 2018. Sun, 09/30/2018 - 09:50. Global Leaders Strategy Investment Letter - Q3 2018. In this letter, the team discuss the dangers of shorthand valuation techniques and the oversimplification of passive investing, particularly during periods of market volatility. . .

Investing 40

Investing Investments Valuation Clients 40

Brown Advisory

MAY 31, 2018

NOW 2018 | Towards Artificial General Intelligence? achen Thu, 05/31/2018 - 11:51 In a first for NOW, the multitalented Ashley Llorens kicked off the 2018 conference with a killer hip-hop performance that had the crowd putting their hands in the air.

Clients 52

Clients Investing Investments Communication 52

Brown Advisory

MAY 31, 2018

NOW 2018 | Towards Artificial General Intelligence? Thu, 05/31/2018 - 11:51. In a first for NOW, the multitalented Ashley Llorens kicked off the 2018 conference with a killer hip-hop performance that had the crowd putting their hands in the air.

Clients 52

Clients Investing Investments Communication 52

Brown Advisory

JUNE 30, 2018

Global Leaders Investment Letter - Q2 2018 ajackson Sat, 06/30/2018 - 09:50 Global Leaders Strategy Investment Letter - Q2 2018 With the Global Leaders Strategy having reached its 3 year anniversary, the team reflect here on what they’ve learnt on their journey so far. Download the Letter Past performance is not a guarantee of future performance (..)

Investing 40

Investing Investments Clients Marketing 40

Brown Advisory

JUNE 30, 2018

Global Leaders Investment Letter - Q2 2018. Sat, 06/30/2018 - 09:50. Global Leaders Strategy Investment Letter - Q2 2018. With the Global Leaders Strategy having reached its 3 year anniversary, the team reflect here on what they’ve learnt on their journey so far. . . Download the Letter. . .

Investing 40

Investing Investments Clients Marketing 40

Brown Advisory

MAY 31, 2018

NOW 2018 | Free Trade, Tariffs and Trouble achen Thu, 05/31/2018 - 11:17 Current news of tariffs and trade wars is the latest evidence that the ideology of free trade and globalization is under attack.

Education 52

Education Communication Clients Media 52

Brown Advisory

MAY 31, 2018

NOW 2018 | Free Trade, Tariffs and Trouble. Thu, 05/31/2018 - 11:17. Free trade supporters have lost the debate completely in… this new space,” stated Andrew Wilson during our NOW 2018 panel on trade policy.

Education 52

Education Communication Clients Media 52

The Irrelevant Investor

MARCH 25, 2023

A few examples below: From January 2018 through April 2018, the S&P 500 fell 10%. From September through December 2018, the S&P 500 fell 20%. Prior to the most recent period, every time the market fell, Bitcoin fell more. Bitcoin fell 35% over the same time. Bitcoin fell 43% over the same time. From February through M.

Banking 122

Banking Marketing Marketing 122

Brown Advisory

MARCH 30, 2018

Global Leaders Investment Letter - Q1 2018 ajackson Fri, 03/30/2018 - 09:50 Global Leaders Strategy Investment Letter - Q1 2018 In this letter, the team discuss their view of the importance of capital allocation.

Investing 40

Investing Investments Clients Marketing 40

Brown Advisory

MARCH 30, 2018

Global Leaders Investment Letter - Q1 2018. Fri, 03/30/2018 - 09:50. Global Leaders Strategy Investment Letter - Q1 2018. In this letter, the team discuss their view of the importance of capital allocation.

Investing 40

Investing Investments Clients Marketing 40

Brown Advisory

MAY 31, 2018

NOW 2018 | What Makes a Great Leader? achen Thu, 05/31/2018 - 09:49 What do the Magna Carta, the Washington Monument and giant pandas have in common? Those who have followed David Rubenstein’s career know that he has supported all of these causes and many others through his exemplary philanthropic efforts.

Government 52

Government Clients Startup Assets 52

Brown Advisory

MAY 31, 2018

NOW 2018 | What Makes a Great Leader? Thu, 05/31/2018 - 09:49. During the NOW 2018 conference, Rubenstein and Brown Advisory CEO Mike Hankin engaged in a rapid-fire conversation that covered Rubenstein’s thoughts on a wide range of topics, from the Founding Fathers to Facebook and Twitter.

Government 52

Government Clients Startup Assets 52

Brown Advisory

MAY 31, 2018

Welcome to the NOW 2018 Review and Videos achen Thu, 05/31/2018 - 11:51

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Brown Advisory

MAY 30, 2018

NOW 2018 | The Global Refugee Crisis. Wed, 05/30/2018 - 17:06. The world currently faces one of the most tragic humanitarian crises in modern history. According to the United Nations, more than 65 million people are currently forcibly displaced from their homes, a larger number than at any time since World War II.

Clients 52

Clients Investing Investments Food 52

Brown Advisory

MAY 31, 2018

Welcome to the NOW 2018 Review and Videos. Thu, 05/31/2018 - 11:51.

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Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019 ajackson Thu, 02/07/2019 - 08:44 Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. Treasury yields in late November and December 2018.

Taxes 52

Taxes Investing Investments Clients 52

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019. Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. 2018: Tough Conditions Prove Helpful for Munis. Thu, 02/07/2019 - 08:44.

Taxes 52

Taxes Investing Investments Clients 52

Brown Advisory

MAY 31, 2018

NOW 2018 | 50 Years after MLK: Does Race Matter? achen Thu, 05/31/2018 - 11:41 Fifty years after Dr. King’s assassination, many Americans are examining how we’ve changed for the better as a country and where we still fall short.

Clients 52

Clients Economics Investing Investments 52

Brown Advisory

MAY 31, 2018

NOW 2018 | 50 Years after MLK: Does Race Matter? Thu, 05/31/2018 - 11:41. Dr. Gates, one of the country’s most respected voices on race in America, opened our panel on this topic at NOW 2018 with a blunt question: Fifty years later, what changes would please Dr.

Clients 52

Clients Economics Investing Investments 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Is Blockchain the New Internet? achen Wed, 05/30/2018 - 16:45 Despite the countless benefits of the internet, it suffers from a glaring gap in its fundamental design. To hear popular science author Steven Johnson describe it, this fundamental flaw is that the internet lacks an open-source feature to map each user’s identity.

Advertising 52

Advertising Clients Engineering Distribution 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Is Blockchain the New Internet? Wed, 05/30/2018 - 16:45. Despite the countless benefits of the internet, it suffers from a glaring gap in its fundamental design. To hear popular science author Steven Johnson describe it, this fundamental flaw is that the internet lacks an open-source feature to map each user’s identity.

Advertising 52

Advertising Clients Engineering Distribution 52

Brown Advisory

MAY 31, 2018

NOW 2018 | China and the Race for Artificial Intelligence achen Thu, 05/31/2018 - 09:20 The advent of artificial intelligence (AI) is one of the top technology stories in recent years. Not surprisingly, AI has also permeated public policy discussions, especially with the U.S.

Startup 52

Startup Math Clients Assets 52

Brown Advisory

MAY 31, 2018

NOW 2018 | China and the Race for Artificial Intelligence. Thu, 05/31/2018 - 09:20. The race is on to lead the world in AI innovation, and a panel of experts at NOW 2018 offered insight on the competitive dynamics between the two global superpowers driving progress in AI.

Startup 52

Startup Math Clients Assets 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Engaging the Next Generation in Public Service achen Wed, 05/30/2018 - 15:15 Our NOW 2018 conference dealt with a variety of forces that are tearing at the fabric of society, from social inequities, to political strife, to technological disruption.

Nonprofit 52

Nonprofit Government Recruitment Clients 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Engaging the Next Generation in Public Service. Wed, 05/30/2018 - 15:15. Our NOW 2018 conference dealt with a variety of forces that are tearing at the fabric of society, from social inequities, to political strife, to technological disruption.

Nonprofit 52

Nonprofit Government Recruitment Clients 52

Calculated Risk

APRIL 23, 2024

2018 2019 2020 2021 2022 2023 2024 Jan to Mar 3.7% NA The 2024 increase in median prices from January to March was about the same as in 2018 and 2019. And prices only declined slightly in the 2nd half of 2021. Mar to Jun 9.6% NA Total Jan to Jun 13.7% NA Jun to Dec -7.0% -3.8% 5.0% -2.2% -11.4% -7.0%

Sales 64

Sales 64

Calculated Risk

APRIL 12, 2024

Dashed purple is for 2018, the record year for hotel occupancy. From STR: U.S. hotel results for week ending 6 April U.S. hotel performance showed mixed results from the previous week but positive comparisons year over year, according to CoStar’s latest data through 6 April. Click on graph for larger image.

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The Big Picture

MARCH 28, 2023

Wall Street Journal ) see also The Dodd-Frank Act could have at least helped Silicon Valley Bank ‘fail well’ Looking at the 2018 bill deregulating banks like SVB can not only help us understand what just happened, but it can also help us figure out what to do now. The book is a fun romp covering the 1998-2018 era. MSNBC ). •

Banking 273

Banking Retirement Economy Economics 273

The Big Picture

MAY 21, 2023

In 2018, the PE firm shelled out over $5 billion in 2018 to take Envision private, in a deal valued at $9.9 Free speech—unless a country doesn’t really do free speech. “The bankruptcy wipes out private equity firm KKR’s investment in Envision. billion including debt.

Insurance 280

Insurance Healthcare Nonprofit Ethics 280

Wealth Management

SEPTEMBER 29, 2022

Activity in ETFs tends to jump at times of turmoil because they’re easy to trade—investors can quickly pare risky positions, shift into safety or place directional bets.

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Wealth Management

DECEMBER 7, 2023

Toronto-based Wealthsimple has grown rapidly, with assets rising about 10-fold to C$25 billion since 2018, thanks in part to slick advertising and some Hollywood star power — celebrities Drake, Michael J. Fox and Ryan Reynolds are among its minority investors.

Assets 103

Assets Advertising 103

The Big Picture

MARCH 2, 2023

Year-over-year growth is now pacing just slightly ahead of the average rate from 2018 to 2019 (2.8 Apartment List notes in its most recent report that “Year-over-year rent growth is continuing to decelerate, and now stands at 3.0 percent, its lowest level since April 2021. percent), and is likely to decline further in the months ahead.”

Marketing 299

Marketing Marketing 299

Wealth Management

OCTOBER 5, 2023

Genstar, which first took a majority stake in Cetera in 2018, remains the majority shareholder in the broker/dealer network.

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