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TEDxWilmington | Jump to the New S Curve: Unleash the Power of Inclusion

Brown Advisory

Dune Thorne is a partner, portfolio manager and head of the Boston office at Brown Advisory, where she helps families and nonprofits develop financial and investment plans to align with their long-term goals. Dune earned her BA at Dartmouth and MBA from Harvard Business School.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

So I made my way down to Greenwich, Connecticut, and I proceeded to learn that ING had taken the loan from the Dutch state, and that in the morning before we woke up, because Europe’s ahead, it was going to go public and my boss would become the CEO of the Americas, and I would become the CEO of the investment management firm.

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

What was the career plan? 00:01:42 [Speaker Changed] The career plan originally was urban development and transportation. So that’s when I really studied deeply the research why what I’d been doing was working more about when it might not and writing a business plan for Bridgeway. Tell us where that idea came from.

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Community Foundations: Challenges And Solutions

Brown Advisory

Compared to other nonprofits, community foundations enjoy distinct flexibility in pursuing programmatic goals, thanks to the variance power granted to them by law and the multiple types of component funds they can operate. This is especially true for community foundations.

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Community Foundations: Challenges And Solutions

Brown Advisory

Compared to other nonprofits, community foundations enjoy distinct flexibility in pursuing programmatic goals, thanks to the variance power granted to them by law and the multiple types of component funds they can operate. Brown Advisory offers broad knowledge to assist community foundations with developing and managing income streams.

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Transcript: Heather Brilliant, Diamond Hill

The Big Picture

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. It sounds like the career plan was always finance. Was that the plan?

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Starting Points

Brown Advisory

We have found that clients who clarify their values and reflect them in their portfolios view that process as a cornerstone of their investment plan, and they tend to successfully stick to that plan for the long term. One family we advise wants to support local businesses with a regionally focused portfolio.