Indigo Marketing Agency

JANUARY 24, 2024

Ron Carson Reason to Follow: Wealth of experience and strategic vision as the founder of Carson Group Ron Carson is another household name among financial advisors, and one of our personal heroes and mentors. You can listen to our episode on Preparing to Sell Your Financial Advisory Firm here. by Investopedia for 2023.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Ron Carson Reason to Follow: Wealth of experience and strategic vision as the founder of Carson Group Ron Carson is another household name among financial advisors, and one of our personal heroes and mentors. You can listen to our episode on Preparing to Sell Your Financial Advisory Firm here. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

DECEMBER 19, 2022

You can listen to their episode on Preparing to Sell Your Financial Advisory Firm here. . He is passionate about educating people about investing and financial planning and has been featured in The Wall Street Journal, Forbes, CNBC, and The New York Times. You can follow him on Twitter here. . Samantha Russell. Ellen Rogin. Jim Marous.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Brown Advisory

JANUARY 1, 2023

Mick, Bertie and the Global Leaders Team Performance in 2022 The Global Leaders Strategy Composite (net of fees) was down -19.5% The composite performance shown above reflects the Global Leaders Composite, managed by Brown Advisory Institutional. During 2022, the Global Leaders composite net of fees was down -19.5% in absolute U.S.

Investing 52

Investing Investments Valuation Electronics 52

The Big Picture

OCTOBER 31, 2023

I had an amazing 99 in early 2000, and I had left a hedge fund, so I was probably one of the few people to leave a hedge fund and go to a larger institution in the middle of the tech bubble. What I’ve discovered is that I think it actually makes sense because when you’re private, you can think more strategically.

Management 150

Management Investing Investments Portfolio 150

The Big Picture

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. And she was like, “You should come down and talk to some people at Vanguard.” And Greg Davis just does an amazing job. And so Ken was the main reason I came to Vanguard.

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

JULY 23, 2019

The Brown Advisory Flexible Equity Strategy holds shares in Berkshire Hathaway. Members of our investment team have attended these meetings for over 30 years. Buffett’s advice for people running businesses is to take action quickly when they find something that is leading to bad results or bad behaviors.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

The Brown Advisory Flexible Equity Strategy holds shares in Berkshire Hathaway. Members of our investment team have attended these meetings for over 30 years. Buffett’s advice for people running businesses is to take action quickly when they find something that is leading to bad results or bad behaviors.

Insurance 52

Insurance Investing Investments Management 52

The Big Picture

JULY 18, 2023

Most guys and gals who get into the business of working at a hedge fund, never mind you know founding and running one, you I think there’s a pretty typical track where they’re finance majors at top schools, they work at an investment bank or an advisory bank, sometimes at a law firm, and then they make their way into the investing realm.

Investing 130

Investing Investments Assets Insurance 130

WiserAdvisor

JANUARY 5, 2024

The rich understand the principle that higher risk can be synonymous with higher rewards, and they strategically leverage this understanding to amplify their wealth. It is a strategic venture to create a diverse portfolio of multiple real estate properties. Real estate is not merely about owning a primary residence for the affluent.

Investing 59

Investing Investments Wealth Accumulation Tax Planning 59

Brown Advisory

JUNE 1, 2023

Introducing the Brown Advisory U.S. We do not take an exclusionary approach at Brown Advisory andinstead build portfolios from the bottom up. Brown Advisory's large-cap, value and sustainable investing expertise IDENTIFYING DIFFERENTIATED VALUE OPPORTUNITIES THROUGH THE BROWN ADVISORY LENS The U.S.

Portfolio 52

Portfolio Valuation Investing Investments 52

The Big Picture

NOVEMBER 14, 2023

There are a few people in the world who are more knowledgeable about the management of asset managers and what it’s like to actually run a global organization and interact with lots of aspects of the business of finance, whether that’s acquisitions or compliance, or dealing with all the legalities of multi-jurisdictional regulations.

Math 130

Math Management Insurance Assets 130

Brown Advisory

MAY 16, 2023

The comedic legend’s fear of the unknown was put to the test throughout the series, although by the end of each episode Mr. Levy developed a sense of comfort with the land and people with whom he visited. In my opinion, that is one of the key competitive advantages an investment team can have.

Clients 98

Clients Management Investing Investments 98

Sara Grillo

DECEMBER 12, 2022

On active duty at Headquarters, Strategic Air Command (SAC), Offutt AFB, Omaha, Nebraska from 1984-1988, he obtained the rank of Captain and earned his MBA from the University of Nebraska-Lincoln. degree in Computer Science. Chris Randall is the Founder & CEO of Axis Capital Management. Charles King.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

SEPTEMBER 26, 2023

But here you have the guy who is part of the team running the fund day-to-day, right into the teeth of the collapse of the financial markets. What was it like working with Art Sandberg and, and some of the other really, you know, storied people who worked there? In the great financial crisis. Just an amazing track record.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

APRIL 18, 2023

I think they were operating at the really top of the industry, really smart people, good track record. Meaning, your team, your group would be a Fortune Top 20 Company. BARATTA: So I think we just raised a small credit fund, which is $900 million, and then we had an M&A advisory business. BARATTA: Yeah. BARATTA: Yeah.

Assets 150

Assets Investing Investments Valuation 150

The Big Picture

APRIL 4, 2023

KENCEL: It was a fascinating time and an incredible group of people. Drexel is an incredibly exciting place to work, young people given tremendous responsibility at, frankly, very young age in their careers. KENCEL: People were running away from working on it. RITHOLTZ: The barbarians, I think. Yes, right. RITHOLTZ: Yeah.

Banking 140

Banking Management Investing Investments 140

FMG

OCTOBER 5, 2022

Time has become such a valuable asset that people have coined the phrase “Time is Money.” Using automation allows your team to focus their resources on more pressing matters while still making an impact with your marketing. The more businesses, advisors, and people you know the better.

Marketing 52

Marketing Marketing Financial Advisor Media 52

The Big Picture

SEPTEMBER 26, 2022

I’ve interviewed a number of people from Revolution. But thankfully, two of the people I met there, Jim Kimsey, and Marc Seriff, and I co-founded America Online in 1985. And back then, only 3% of people were online, and those 3% were only on an hour a week. So with no further ado, my conversation with Steve Case.

Startup 158

Startup Investing Investments Numbers 158

The Big Picture

FEBRUARY 7, 2023

So, you know, there are a lot of people at the top of the funnel, pushing down on the people at the bottom of the funnel. It was easier to do that arbitrage and if you had people in place who understood the risks and managing the risk. So, you know, that was not a pyramid structure. RITHOLTZ: Right. You know, it was just easier.

Engineering 251

Engineering Banking Numbers Management 251

Brown Advisory

AUGUST 1, 2018

Berkshire Hathaway is one of the larger holdings in the Brown Advisory Flexible Equity Strategy. Members of our investment team have attended these annual meetings for over 30 years. Buffett observed that multiple times in his life, people have felt the divisions were greater than ever.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

Berkshire Hathaway is one of the larger holdings in the Brown Advisory Flexible Equity Strategy. Members of our investment team have attended these annual meetings for over 30 years. Buffett observed that multiple times in his life, people have felt the divisions were greater than ever. Berkshire Hathaway.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

JUNE 28, 2017

Buck Chapoton, a strategic advisor in our Washington, D.C. People have concerns about the economy today, but it’s nothing like what we faced in 1981. People today also want to see taxes reduced. office, is a valuable resource for us when major changes to the tax code are under consideration.

Taxes 52

Taxes Economy Clients Government 52

Brown Advisory

JUNE 28, 2017

Buck Chapoton, a strategic advisor in our Washington, D.C. People have concerns about the economy today, but it’s nothing like what we faced in 1981. People today also want to see taxes reduced. office, is a valuable resource for us when major changes to the tax code are under consideration.

Taxes 52

Taxes Economy Clients Government 52