Brown Advisory

OCTOBER 11, 2021

Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. Importantly, this information should just be the start of a more in-depth conversation with an investment manager or advisor who would take into account the nuance and needs of each institution. Mon, 10/11/2021 - 11:55.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

MARCH 24, 2021

Here at HST Headquarters we subscribe to the idea that by investing in equities we are buying part ownership of a business. If a business has wonderful economics that are easy to understand but extremely difficult to replicate, then we believe in holding the investment for the long term. Data from 1 January 2020 to 31 December 2020.

Assets 52

Assets Economics Investing Investments 52

Brown Advisory

MARCH 24, 2021

Here at HST Headquarters we subscribe to the idea that by investing in equities we are buying part ownership of a business. If a business has wonderful economics that are easy to understand but extremely difficult to replicate, then we believe in holding the investment for the long term. Data from 1 January 2020 to 31 December 2020.

Assets 52

Assets Economics Investing Investments 52

Abnormal Returns

APRIL 9, 2023

humbledollar.com) Rich people can take flyers on risky investments that you can't. wsj.com) Why so many financial services companies introduce friction into the system. etf.com) AI Four questions startups using AI need to ask themselves. vox.com) Economy Hours worked are below where they were pre-pandemic.

Financial Advising 158

Financial Advising Startup Financial Services Manufacturing 158

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. The first job for Morgan Stanley was McCown De Leeuw.

Assets 152

Assets Investing Investments Valuation 152

SEI

SEPTEMBER 6, 2022

How digital assets are democratizing the world of investing. Those in and outside the financial services industry are seeking to reconcile this emerging technology and its impact on the ecosystem of investing. Tue, 09/06/2022 - 16:15. Ventures (US). Pulse on the Future. Accessibility and open finance.

Assets 52

Assets Investing Investments Government 52

The Big Picture

SEPTEMBER 5, 2023

MILLER: Don’t want to hear, and they’re invested in the old way, and in fact, when I started going negative on the market, I remember being in a “New York Times” front page story about prices dropping X percent, and I remember a real estate brokerage CEO to remain nameless called me and said, “What are you doing?

Sales 130

Sales Numbers Taxes Marketing 130

Aleph

APRIL 4, 2023

Mar 27, 2023 ‘Bonkers’ Bond Trading May Be Sending a Grim Signal About the Economy [link] When future policy is very uncertain, you should expect high volatility in fixed income. A host of startups are now working with retailers to the process more efficient — and even profitable [link] Looks promising. They should get it right.

Banking 59

Banking Economics Advertising Insurance 59

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. We also co-invested in an investment recently where we — RITHOLTZ: That’s right. HAMBURGER: — we participated in the same investment. Has that closed?

Compliance 152

Compliance Wealth Management Clients Management 152

The Big Picture

APRIL 11, 2023

What led you into that field of study in the world of investing? There are no Renaissance people left on Wall Street, and investing people who can talk about drama and talk about numbers at the same time. That’s a Graham approach investing, buy a bond with price appreciation. You’re known as the dean of valuation.

Valuation 286

Valuation Education Government Numbers 286

The Big Picture

MAY 16, 2023

How does a kid from Arizona, from Phoenix, get interested in venture investing, not exactly known as a hotbed of early-stage tech companies. LINDZON: So now the one lucky investment that I made, and it was a dumb investment, much like the dumb investments people made in ’21. So in 1999, I invested in this.

Media 278

Media Investing Investments Valuation 278