The Irrelevant Investor

APRIL 5, 2019

Last week I was on a panel in front of a room full of college students. A few of them have since reached out to me asking for tips on how to get into the financial industry. Unfortunately, I'm not the best person to give this sort of advice because I experienced a lot of trouble when I was in their shoes. I'm very lucky that things worked out for me because if it wasn't for a chance encounter , I might never have gotten my foot in the door.

Accounting 52

Accounting Financial Market Assets Marketing 52

Brown Advisory

APRIL 1, 2019

Zucked: Waking Up to the Facebook Catastrophe. ajackson. Mon, 04/01/2019 - 05:30. Speaker: Roger McNamee, Author, Zucked: Waking Up to the Facebook Catastrophe; Managing Director, Elevation Partners. Moderator: Brett Gibson, Managing Partner, NextGen Venture Partners. Read the conference recap here.

Management 52

Management 52

SEI

APRIL 3, 2019

SEI Archway awarded by Family Wealth Report

Accounting 40

Accounting 40

The Irrelevant Investor

APRIL 2, 2019

Albert Edwards is famous in the financial world for being negative, to put it mildly, on anything and everything related to the future prospects of the world. By his own admission, he's been bearish for 23 years. Edwards recently shared the following chart which he claims vindicates his bearish take on global stocks even as they rose 300% (U.S. stocks did 450% over this time).

Government 52

Government Marketing Marketing 52

Advertisement

The Irrelevant Investor

APRIL 1, 2019

How is the market doing? This question is answered every day by countless media outlets: "In financial markets, the Dow gained 65 points today while the S&P 500 rose 0.13% and the NASDAQ tacked on 0.25%." This generic language has accompanied each of the 302 trading days since January 17, 2018. Since that time, these absolute daily changes add up to over 58,000 Dow points.

Marketing 52

Marketing Marketing Media Financial Market 52

Brown Advisory

APRIL 1, 2019

Creating Sustainable Business Advantages. ajackson. Mon, 04/01/2019 - 06:00. Speakers: Karen Quintos, Chief Customer Officer, Dell Technologies. Moderator: Karina Funk, CFA, Head of Sustainable Investing, Brown Advisory. Read the conference recap here.

Investing 52

Investing Investments 52

Brown Advisory

APRIL 1, 2019

Curating Community: An Investment Thesis. ajackson. Mon, 04/01/2019 - 08:34. Speakers: Matt Alexander, Co-Founder and CEO, Neighborhood Goods; Gesche Haas, Founder and CEO, Dreamers // Doers. Moderator: Alyssa Gill, Community Manager, NextGen Venture Partners. Read the conference recap here.

Investing 52

Investing Investments Management 52

Brown Advisory

APRIL 1, 2019

Opportunity Zones: Spurring Economic Growth. ajackson. Mon, 04/01/2019 - 09:00. Speakers: Amy Bell, Senior Director, Tideline; John Lettieri, President and CEO, Economic Innovation Group; David Robinson, Co-Founder, Admiral Capital Group and NBA Hall of Famer. Moderator: Elise Liberto, CAIA, Private Equity Analyst, Brown Advisory. Read the conference recap here.

Economics 52

Economics 52

Brown Advisory

APRIL 1, 2019

What If Health Care Worked? ajackson. Mon, 04/01/2019 - 09:32. Speakers: Elizabeth Teisberg, Ph.D., Executive Director, Value Institute for Health & Care, Dell Medical School, University of Texas at Austin. Read the conference recap here.

Medical 52

Medical 52

Brown Advisory

APRIL 1, 2019

Leading a Global Business in Today's Complex Landscape. ajackson. Mon, 04/01/2019 - 09:33. Speaker: Rick Clemmer, CEO, NXP Semiconductors N.V. Moderator: Ken Stuzin, CFA, Portfolio Manager, Large-Cap Growth Strategy, Brown Advisory. Read the conference recap here.

Portfolio Management 52

Portfolio Management Portfolio Management 52

Advertisement

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

Clients

The Irrelevant Investor

MARCH 31, 2019

Articles Factor funds underperform their academic factors by about 3% per year By Dan Rasmussen When a measure becomes the target it ceases to be a good measure By Ryan Krueger The people that missed the bubble spent the next eight years ridiculing the people who got sucked into it. By Jared Dillian Permanent information is what teaches you what to do with expiring information By Morgan Housel There are no hard and fast rules.

Financial Advisor 52

Financial Advisor Economy Portfolio Management 52

Brown Advisory

MARCH 31, 2019

Global Leaders Investment Letter - Q1 2019 ajackson Sun, 03/31/2019 - 09:50 Global Leaders Strategy Investment Letter - Q1 2019 In this letter the team discuss their thoughts on pricing power and the various nuances that surround this concept as one possible measure of the quality of a business. The team look at various scenarios using a fictional company and hypothetical data to explore the concept of pricing power in more detail.

Investing 40

Investing Investments Clients Marketing 40

Brown Advisory

MARCH 31, 2019

Global Leaders Investment Letter - Q1 2019. ajackson. Sun, 03/31/2019 - 09:50. Global Leaders Strategy Investment Letter - Q1 2019. In this letter the team discuss their thoughts on pricing power and the various nuances that surround this concept as one possible measure of the quality of a business. The team look at various scenarios using a fictional company and hypothetical data to explore the concept of pricing power in more detail. . .

Investing 40

Investing Investments Clients Marketing 40

The Irrelevant Investor

APRIL 2, 2019

On today's Animal Spirits we discuss: Teaching kids basic financial advice Financial literacy is an epic fail Netflix for financial planning There are a lot of rich people A hot take on Lyft Research affiliates symposium Listen here Recommendations Spending Time: The Most Valuable Resource New Ideas From Dead CEOs Tweets mentioned [link] Charts mentioned The post Animal Spirits: Netflix for Financial Planning appeared first on The Irrelevant Investor.

Financial Planning 52

Financial Planning Planning Financial Advice 52

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

Management