Brown Advisory

FEBRUARY 23, 2022

Topics will included: • How to structure the earn out. • Creating a diversification plan from a large single stock position • What are some of the key logistical issues to be aware of and how can you navigate them?

Strategic Planning 52

Strategic Planning Portfolio Management Taxes Portfolio 52

Brown Advisory

FEBRUARY 23, 2022

Speakers: Michael Aldrich, Global Head of Operational Security; Rebecca Sugarman, Chief Human Resources Officer; Craig Standish, Head of Boston Office Moderator: Victor Abiamiri, Portfolio Manager. . Planning for Your Liquidity Event and Beyond. MORE ON THIS TOPIC Strategic Planning Roadmap for Entrepreneurs.

Strategic Planning 52

Strategic Planning Portfolio Management Taxes Portfolio 52

Brown Advisory

SEPTEMBER 1, 2015

Richard Gamper, Strategic Planning Analyst, Brown Advisory. . By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening.

Food 52

Food Portfolio Management Sales Strategic Planning 52

Brown Advisory

APRIL 1, 2016

This is the essence of the operating bucket, and we believe it’s a critical component of sensible portfolio management. If the operating bucket is consistently and thoughtfully maintained, then the rest of the portfolio can be managed without regard to having to meet unexpected cash needs at disadvantageous times in the market.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

OCTOBER 1, 2015

Market dislocations can sometimes cause allocations to shift away from one’s strategic plan, so we are reviewing portfolios to be sure they remain in line. For example, the sharp sell-off in emerging markets may open the opportunity to add exposure to them in balanced portfolios, if only to restore strategic weightings.

Investing 52

Investing Investments Economy Government 52