International College of Financial Planning

AUGUST 16, 2020

Looking at this scenario from a futuristic perspective, the students of today will play a major role in stabilizing the country’s economy in the post-COVID business world. If until now you were banking on your inter-personal communication skills to take your further, you will now need to be able to use the digital ecosystem for communication.

Recruitment 52

Recruitment Financial Planning Communication Certification 52

Brown Advisory

NOVEMBER 28, 2022

Meanwhile, the global economy has been deeply impacted by the confluence of all of these events; the most significant near-term result, in our view, has been the return of inflation as a truly global economic threat for the first time in decades.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

Meanwhile, the global economy has been deeply impacted by the confluence of all of these events; the most significant near-term result, in our view, has been the return of inflation as a truly global economic threat for the first time in decades. Rethink lines of credit and other lending arrangements in light of rising interest rates.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

DECEMBER 5, 2023

The origin story of the term “ESG” therefore directly ties environmental, social, and governance know-how to: management quality, competitive position, risk management, shareholder value, new markets (growth), and brand reputation. One could call these ESG issues, or fundamental opportunities, or existential risks.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So, so let’s talk a little bit about risk management. We actually have a budget for risk management and technology and tools.

Assets 144

Assets Management Portfolio Investing 144

The Big Picture

OCTOBER 17, 2023

And the third, the one that nobody talks about is risk management. Risk management. And so that’s not just, we talk about risk management in terms of buying at a big discount to intrinsic value and then that gives you that capital sort of buffer. That’s a long time. It’s a long time.

Investing 130

Investing Investments Clients Management 130

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. BITTERLY MICHELL: … obviously, the United States, the global economy. And so, when you think of the area that I was very passionate about in derivatives, there’s a natural understanding just by growing up in an economy like that, that interest rate risk matters. risk matters.

Clients 293

Clients Wealth Management Investing Investments 293

Brown Advisory

DECEMBER 2, 2019

OPPORTUNITIES FOR INFRASTRUCTURE INVESTMENT In our view, the municipal market offers a robust pipeline of climate-related investments, aimed at mitigating climate change by accelerating the transition to a low-carbon economy, and adapting to the consequences of climate change through bolstering existing infrastructure (see chart below).

Marketing 52

Marketing Marketing Transportation Investing 52

Brown Advisory

DECEMBER 2, 2019

In our view, the municipal market offers a robust pipeline of climate-related investments, aimed at mitigating climate change by accelerating the transition to a low-carbon economy, and adapting to the consequences of climate change through bolstering existing infrastructure (see chart below).

Marketing 52

Marketing Marketing Transportation Investing 52

The Big Picture

AUGUST 29, 2023

DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk. There’s conversations that happen with our risk management department to make sure we’re comfortable in terms of what kind of exposure that creates in the fund.

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

NOVEMBER 1, 2019

In an economy where more of our younger clients are classified as consultants or freelancers, and not “employees” in a legal sense, payment of medical premiums that may be higher than with a traditional employer plan is a meaningful gift.

Planning 52

Planning Taxes Clients Estate Planning 52

The Big Picture

APRIL 18, 2023

BARATTA: Wind, solar, electrifying the economy, getting off of oil and gas, and it’s all kinds of companies engaged. BARATTA: A growing economy, zero cost to capital, markets compounding at 15, 16, 17 percent. BARATTA: — into people’s pocketbooks, which massively accelerated the economy and rates stayed low.

Assets 157

Assets Investing Investments Valuation 157

The Big Picture

MARCH 12, 2024

And so the other thing is, is that, and I think it’s our core risk management culture, is that we think that till risk is way more probable than everyone else does. They 00:38:39 [Speaker Changed] Price insensitive, they 00:38:41 [Speaker Changed] Right, they cared what the lower mortgage rate did to the economy.

Banking 144

Banking Investing Investments Marketing 144

The Big Picture

APRIL 4, 2023

And we brought them a plan that, you know, I think, was very similar to what the banks were doing at the time, which was providing financing to private equity-owned companies, huge area of growth in the economy. middle market is the third largest economy in the world. PE, at that point, was really just developing in the middle market.

Banking 144

Banking Management Investing Investments 144

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? She left there, she became a crisis communications expert. She also knew Washington in and out.

Taxes 274

Taxes Banking Clients Management 274

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. BROWDER: I just gone the risk management committee. I go over to Salomon.

Government 318

Government Banking Numbers Investing 318