Assets, Nonprofit and Valuation - Financial Advisor Source

Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

APRIL 29, 2025

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. They, they trained them together.

Management

Management Assets Portfolio Insurance

Alternative Investments Explained: What Are They, And How Are They Taxed?

Harness Wealth

FEBRUARY 4, 2025

In this article, well explore all the details of alternative investments, the reasons behind their growth as an investment choice, and how their tax treatment differs from traditional assets. Eligibility: Retail investors can purchase digital assets without accreditation, though some advanced products may have restrictions.

Taxes

Taxes Investments Investing Startup

Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

MAY 20, 2025

We want to donate half of our profits to nonprofit organizations. Tell us a little bit about the impact of that on running an asset management business. I mean, and I immediately got the 80 20 rule. 00:04:40 [Speaker Changed] So you’ve previously discussed the epiphany you had at Harvard Business School.

Management

Management Numbers Transportation Accounting

Webinars

Your Accounting Expertise Will Only Get You So Far: What Really Matters

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Making More From Less

Brown Advisory

NOVEMBER 29, 2016

The directors at many nonprofits today are finding that, by some measures, working for the common good has never been so tough. The budget gap for nonprofits has widened because of a slump in their three sources of funds—donations, grants and portfolio returns. Making More From Less. Tue, 11/29/2016 - 14:44.

Nonprofit

Nonprofit Asset Allocation Portfolio Budgeting

Transcript: Heather Brilliant, Diamond Hill

The Big Picture

SEPTEMBER 3, 2024

So, so you’ve held analyst roles and a number of asset managers. And so I had a lot of contacts in Australia at that point, and one of them was the CEO of what was at the time called Colonial First State Global Asset Management. But there’s always gotta be some element of the valuation really being compelling.

Investments

Investments Investing Valuation Management

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor

Brown Advisory

APRIL 20, 2022

The ambiguity surrounding securities levels is sometimes a point of frustration for NFP staff, especially in the valuing of less liquid, harder-to-ascertain level 2 and 3 assets. Explain the timing difference and cutoff on valuations. To help efficiently support the leveling process, we recommend a four-step process: 1.

Investment Advisor

Investment Advisor Investments Investing Nonprofit

On A Shoestring

Brown Advisory

MARCH 28, 2019

The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. In the past, spend-rate planning was a fairly straightforward task for investment committees.

Asset Allocation

Asset Allocation Portfolio Assets Clients

On A Shoestring

Brown Advisory

MARCH 28, 2019

The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. In the past, spend-rate planning was a fairly straightforward task for investment committees.

Asset Allocation

Asset Allocation Portfolio Assets Clients

Are Alternatives Right for Our Organization?

Brown Advisory

OCTOBER 11, 2021

ajackson Mon, 10/11/2021 - 11:55 Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. Source: BLOOMBERG.

Assets

Assets Portfolio Asset Allocation Risk Tolerance

Are Alternatives Right for Our Organization?

Brown Advisory

OCTOBER 11, 2021

Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. Source: BLOOMBERG. It is not representative of an actual portfolio.

Assets

Assets Portfolio Asset Allocation Risk Tolerance

Transcript: Ted Seides

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

Management

Management Investments Investing Government

Morningstar Conference Fireside Chat

SEI

SEPTEMBER 17, 2022

Maybe we can touch base on your asset management distribution business. But over the past five years, the good news is that business has gotten diversified as that one or really two larger clients kind of moderated and in one case shrunk pretty significantly in terms of assets with us. Ryan Hicke: Yeah, IMF clients, advisor clients.

Clients

Clients Assets Banking Planning

Introducing the Brown Advisory U.S. Large-Cap Sustainable Value Strategy

Brown Advisory

JUNE 1, 2023

This is achieved by investing in a concentrated portfolio of companies that, according to our analysis, generate durable levels of free cash flow, exhibit capital discipline and have attractive valuations. They have been chosen for their capital discipline and durable fundamental cash flow, together with an attractive valuation.

Portfolio

Portfolio Valuation Clients Investments

Transcript: Aswath Damodaran

The Big Picture

APRIL 11, 2023

The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation

Valuation Education Numbers Government

Financial Advisor Source

Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

Alternative Investments Explained: What Are They, And How Are They Taxed?

Webinars

Trending Sources

Transcript: John Montgomery, Bridgeway Capital Management

Webinars

Making More From Less

Transcript: Heather Brilliant, Diamond Hill

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor

On A Shoestring

On A Shoestring

Are Alternatives Right for Our Organization?

Are Alternatives Right for Our Organization?

Transcript: Ted Seides

Morningstar Conference Fireside Chat

Introducing the Brown Advisory U.S. Large-Cap Sustainable Value Strategy

Transcript: Aswath Damodaran

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