Communication, Economy and Nonprofit - Financial Advisor Source

Transcript: Melissa Smith, co-Head of Commercial Banking at JPMorgan

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Alright, so, so you go from public finance, how did you evolve towards co-head of innovation economy? So Barry Ritholtz : Let’s talk about your dual role, your, your co-head of innovation economy and your head of specialized industries.

Banking

Banking Economy Startup Marketing

A Guide to Tax-Efficient Real Estate Investment

Harness Wealth

JULY 14, 2025

The most reliable approach is to maintain regular communication with a dedicated tax professional (CPA or tax attorney) who specializes in real estate. Real estate has shown itself to be very cyclical, somewhat mirroring the ups and downs of the overall economy. How do I stay updated on the latest tax law changes affecting real estate?

Taxes

Taxes Investing Investments Sales

How And Why To Give Away Your Money In 2024

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

A changing political landscape, the state of the economy, donor sentiment, and industry changes are four areas which present challenges and opportunities alike. The nonprofit sector has a path forward, but it needs the help of individuals, institutions, and government to get there. decrease in contributions on average.”

Nonprofit

Nonprofit Distribution Government Taxes

Webinars

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

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The Other 95%

Brown Advisory

APRIL 16, 2018

The Other 95% achen Mon, 04/16/2018 - 13:23 The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio.

Nonprofit

Nonprofit Portfolio Distribution Clients

The Other 95%

Brown Advisory

APRIL 16, 2018

The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio. When a nonprofit wants a mission-aligned investment strategy, we use the same process.

Nonprofit

Nonprofit Portfolio Distribution Clients

The CARES Act: A First Look

Brown Advisory

MARCH 27, 2020

Businesses with fewer than 500 workers, including sole proprietorships and nonprofits, may apply for loans up to $10 million to cover for costs of employee compensation, rent, mortgage payments, and utility expenses. There are a number of temporary income tax provisions in the CARES Act that will be of interest to our private clients.

Taxes

Taxes Clients Accounting Retirement

The CARES Act: A First Look

Brown Advisory

MARCH 27, 2020

Businesses with fewer than 500 workers, including sole proprietorships and nonprofits, may apply for loans up to $10 million to cover for costs of employee compensation, rent, mortgage payments, and utility expenses. There are a number of temporary income tax provisions in the CARES Act that will be of interest to our private clients.

Taxes

Taxes Clients Accounting Retirement

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

Brown Advisory

JUNE 1, 2023

Energy is the foundation of our economy and widely known to be responsible for emissions that contribute to climate change. While the energy sector is often personified as the villain, we prefer to view it as a sector of the economy, not a symbol of good or bad.

Portfolio

Portfolio Valuation Clients Investments

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. Are Alternatives Right for Our Organization? Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk.

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. This confidential communication has been prepared solely as a preliminary document to provide information regarding Brown Advisory’s private equity and alternative platform and may not be used or reproduced for any other purpose.

Assets

Assets Portfolio Asset Allocation Risk Tolerance

Transcript: Anat Admati

The Big Picture

AUGUST 8, 2022

A lot of the — even the innovations, the things that are wonderful that we take for granted, the fact that our email goes for free that all of a sudden we have all these communication technologies. They thought search should be run as a nonprofit in the academic domain. RITHOLTZ: Same with semiconductors began with NASA.

Banking

Banking Government Insurance Taxes

Transcript: Eric Balchunas

The Big Picture

AUGUST 29, 2022

BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there.

Assets

Assets Management Marketing Marketing

The American Rescue Plan Act: Potential Consequences for Clients

Brown Advisory

APRIL 22, 2021

Economic Stimulus that is provided by ARPA may be positive for the overall economy and perhaps the companies in which our clients invest. Increased government spending and the expected increase in demand resulting from the payments to ARPA's beneficiaries and the economy reopening may create inflationary pressures. ARPA provides $1.9

Clients

Clients Planning Taxes Executive Compensation

The American Rescue Plan Act: Potential Consequences for Clients

Brown Advisory

APRIL 22, 2021

Economic Stimulus that is provided by ARPA may be positive for the overall economy and perhaps the companies in which our clients invest. Increased government spending and the expected increase in demand resulting from the payments to ARPA's beneficiaries and the economy reopening may create inflationary pressures. ARPA provides $1.9

Clients

Clients Planning Taxes Executive Compensation

Transcript: Bill Browder

The Big Picture

AUGUST 23, 2022

I take him through the presentation and he’s not a very sort of friendly or communicative guy and he just stares blankly to me as I’m going through this presentation and the halfway through the presentation, he just gets up and leaves. But if you look at the financials, they were nonprofit. I go over to Salomon.

Government

Government Banking Numbers Investing

Financial Advisor Source

Transcript: Melissa Smith, co-Head of Commercial Banking at JPMorgan

A Guide to Tax-Efficient Real Estate Investment

Webinars

Trending Sources

How And Why To Give Away Your Money In 2024

Webinars

The Other 95%

The Other 95%

The CARES Act: A First Look

The CARES Act: A First Look

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

Are Alternatives Right for Our Organization?

Are Alternatives Right for Our Organization?

Transcript: Anat Admati

Transcript: Eric Balchunas

The American Rescue Plan Act: Potential Consequences for Clients

The American Rescue Plan Act: Potential Consequences for Clients

Transcript: Bill Browder

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