Brown Advisory

JUNE 2, 2021

The opportunity set for global sustainable fixed income investing comprises a large and growing amount of debt issued by companies, governments and other entities committed to sustainable practices. clean drinking water, sewers, sanitation, transport, energy); access to essential services (e.g.,

Certification 52

Certification Investing Investments Compliance 52

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. I want to be client-facing.

Clients 293

Clients Wealth Management Investing Investments 293

The Big Picture

MAY 23, 2023

This is a fascinating conversation about business growth and leadership and management and how to run a team. I — I found this to just be a fascinating masterclass in running a giant financial organization. My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher.

Clients 157

Clients Management Engineering Investing 157

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. So we all know that by Monday morning the contagion risk was too high and, and the government did step in, but the opportunities really arose from that. Who’s the governor of how much risk a bank can take? Is that the moral hazard?

Banking 144

Banking Portfolio Assets Investing 144

SEI

SEPTEMBER 6, 2022

Those in and outside the financial services industry are seeking to reconcile this emerging technology and its impact on the ecosystem of investing. Not only can an investor benefit financially from owning a crypto token/NFT that constitutes ownership of the Web 3.0 How digital assets are democratizing the world of investing.

Assets 52

Assets Investing Investments Government 52

The Big Picture

APRIL 18, 2023

I think because the private equity investing model has been really good for our clients, which are state pension plans, sovereign wealth funds, you know, ensuring the retirement safety of many — tens of millions of people. You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis.

Assets 157

Assets Investing Investments Valuation 157

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? Goldman had clients on the other side. I knew nothing about government bonds. Oh, really?

Taxes 274

Taxes Banking Clients Management 274