Brown Advisory

AUGUST 5, 2020

Wed, 08/05/2020 - 14:42. Community stakeholders may disagree on key priorities, and even in cases when there is a dire need, a community foundation risks alienating its donors if it does not use its variance power with extreme care. Brown Advisory helps clients approach decisions from a risk management perspective.

Nonprofit 52

Nonprofit Clients Risk Tolerance Management 52

Trade Brains

JULY 4, 2024

Asset Management segment Nuvama with this segment is focused on providing portfolio management services (PMS) and investment management services for alternative investment funds. They do these services to a specialized client base, to have long-term value creation and risk management. 857.13 -551.4

Wealth Management 40

Wealth Management Management Planning Financial Services 40

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. They have a risk management technology. How do you guys think about risk management? RAMPULLA: Yeah.

Clients 286

Clients Financial Advisor Taxes Investing 286

The Big Picture

MAY 9, 2023

But in some ways, those events, and we saw it again in March of 2020, we saw it again around where you see these big moments where it draws people together. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. SALISBURY: Yes.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. And so if you compare that to today, if you remember Oaktree raised $15 billion fund in 2020, on its own. If you think of the biggest bankruptcy in 2020 was Hertz. So the magnitude is not even comparable.

Assets 285

Assets Investing Investments Management 285

The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. What does that do in terms of resetting the cycle? Just buy stocks that are going up.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

MAY 6, 2025

And risk is not about not losing money. Risk management is not about not losing money. Risk management is about unexpectedly losing money. But risk management is always about understanding what could go wrong and quantifying what could go wrong. Worst case downside. Exactly right.

Risk Management 147

Risk Management Banking Portfolio Distribution 147

The Big Picture

DECEMBER 20, 2022

I remember like 2020, during COVID, and you know, we wrote at Gramercy that we expected there could be a dislocation in the fourth quarter of 2019. I mean, I go back to, you know, my kids thought three months have been locked up in the house in the second quarter of 2020 was the worst thing ever happened. Relative value has changed.

Banking 162

Banking Assets Government Marketing 162

The Big Picture

JANUARY 14, 2025

You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. So that is a big focus and if you think about what risk managers would do at a casino, it’s the same thing. And so you think just simple supply and demand, lots of portfolio managers who can do them.

Management 147

Management Investing Investments Assets 147