Brown Advisory

FEBRUARY 15, 2019

Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure. Standard & Poor’s, S&P, and S&P 500 are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc. stock market.

Valuation 52

Valuation Clients Portfolio Assets 52

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure.

Management 52

Management Marketing Marketing Clients 52

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. At the end of 2008, we owned a lot of illiquid assets. And whilst on a relative basis, those assets outperformed what was going on in a lot of other private firms, you know, it was certainly, I think we had 169 positions on the book at the time.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. So they’d give individual asset allocation to people and they’d go invest their money. How about books? 00:44:18 [Speaker Changed] You know, I always like Michael Lewis books. That that was a great book. Interesting.

Banking 147

Banking Portfolio Assets Investing 147

The Big Picture

JULY 8, 2025

I had this whole vision for myself that involved like, you know, writing books in the summer I would be doing cool research. And I had a great opportunity to get exposed to a lot of different industries, you know, from traditional manufacturers to telecom companies, financial services and everything in between.

Investing 26

Investing Investments Numbers Assets 26

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. Let’s talk about books. RITHOLTZ: Right.

Management 222

Management Investing Investments Assets 222

The Big Picture

JUNE 13, 2023

You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services. Steve Schwarzman wrote his book. RITHOLTZ: (LAUGHTER) CHABRAN: And find a reason why they would allocate there. It’s called “What It Takes.”

Banking 147

Banking Assets Investing Investments 147

The Better Letter

JANUARY 26, 2024

In late 2008, Dent published another book, The Great Depression Ahead: How to Prosper in the Crash Following the Greatest Boom in History , moving into the “doom and gloom” business. He missed this one, too. At the GFC bottom, March 9, 2009, the Dow traded at 6,547. .” ” Real fear comes with names, faces, and a story.

Assets 105

Assets Valuation Marketing Marketing 105

The Big Picture

JANUARY 27, 2025

It is a financial services hub. It’s certainly not New York City, but it’s, it’s definitely the top two or three in terms of large financial services. Mike Freno : It’s become, it’s become an asset for us to be located there for, for sure. So it’s been, it’s been great.

Assets 147

Assets Insurance Investing Investments 147

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. And, and that book is just absolutely a, you know, a, a gem, a Wall Street classic for sure. Let’s talk about books. I love 01:11:05 [Speaker Changed] That book.

Numbers 147

Numbers Banking Management Marketing 147

Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time achen Fri, 02/03/2017 - 14:19 With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Provide our asset allocation perspective as it stands at the beginning of 2017—also based on a longer-term view.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

Brown Advisory

FEBRUARY 3, 2017

With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. In writing this report, we set out to accomplish two goals: Provide a window into our asset allocation philosophy and process, which emphasize a long-term view. Fri, 02/03/2017 - 14:19.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

The Big Picture

JANUARY 31, 2023

DUTTA: — and they’re using that to justify — RITHOLTZ: I’m talking of my book, I’m guilty. RITHOLTZ: Tell us about some of your favorite books, and what are you reading right now. DUTTA: I don’t really read books. I can’t remember the last time I picked up a book. RITHOLTZ: Right.

Economics 147

Economics Economy Marketing Marketing 147