The Big Picture

MARCH 4, 2025

Healthcare, higher ed and nonprofit business, again, two very mature businesses. I’ll speak for, you know, financial services specifically. Any nonprofit obviously has a much more limited sort of staff overall. So the government business are not-for-profit. Than there are men.

Banking 130

Banking Economy Startup Marketing 130

Abnormal Returns

JANUARY 30, 2023

investmentnews.com) Jamie Hopkins & Ana Trujillo Limón talk with Jon Dauphine who is the CEO of the Foundation for Financial Planning, a nonprofit organization that provides grants and resources to underserved families. kitces.com) How to communicate with a client leaving your practice. bloomberg.com)

Management 241

Management Nonprofit Financial Planning Communication 241

SEI

SEPTEMBER 6, 2022

Nonprofits and healthcare organizations. Financial services organizations are at an inflection point as we usher in a new era of cybersecurity—one requiring a holistic approach. Broker-dealers. Independent broker-dealer advisors. Independent trust companies. Insurance companies. IT professionals (ITS). IT Professionals (ITS).

Budgeting 52

Budgeting Financial Services Healthcare Nonprofit 52

Brown Advisory

JUNE 1, 2023

Many companies that are traditionally perceived as ‘value stocks’, such as energy and financial services, do not typically fit the traditional mold of an ESG investment and have often been overlooked. Russell does not promote, sponsor or endorse the content of this communication.

Portfolio 52

Portfolio Valuation Clients Investing 52

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. Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure. Are Alternatives Right for Our Organization?

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

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 52

Assets Portfolio Asset Allocation Risk Tolerance 52

The Big Picture

AUGUST 15, 2023

And it got to the point where there was the potential to do this nonprofit, like charitable bet. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. ” It wasn’t that they didn’t communicate that. SEIDES: Yeah, that’s right. Both people are kicking money in.

Management 130

Management Investing Investments Government 130