Brown Advisory

OCTOBER 28, 2021

Speakers: Andrea Hoban, Co-Founder and Head of Oji Life Lab; Lindsay Jurist-Rosner, Founder and CEO of Wellthy; Ashley Williams, Founder and CEO of Infinite Focus Moderator: Meredith Shuey Etherington, Portfolio Manager at Brown Advisory. . Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory. . June 29, 2021.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Inside Information

DECEMBER 26, 2023

They will create more attractive cultures in order to win recruiting battles, and (separate trait) do what is necessary to keep their talent. Alongside them, we are told, there will be specialist firms that will serve client niches or (the paper says, more likely) multiple sub-niches with more than $100 billion AUM.

Wealth Management 40

Wealth Management Clients Management Numbers 40

Brown Advisory

JUNE 14, 2018

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. Jane Korhonen, a portfolio manager in our Washington, D.C. I wholeheartedly agree, and I suspect that AI will affect our business in a lot of ways that aren’t yet fully apparent.

Investments 52

Investments Investing Clients Numbers 52

Brown Advisory

JUNE 14, 2018

I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. Jane Korhonen, a portfolio manager in our Washington, D.C. I wholeheartedly agree, and I suspect that AI will affect our business in a lot of ways that aren’t yet fully apparent.

Investments 52

Investments Investing Clients Numbers 52

The Big Picture

MAY 9, 2023

But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So you’re Chief Investment officer of Asset and Wealth Management. And there was a problem with 168 of them at the end of 2008.

Assets 299

Assets Clients Investments Investing 299

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right. RITHOLTZ: Sure.

Portfolio 130

Portfolio Management Assets Investments 130

The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. RITHOLTZ: So let’s talk about that.

Portfolio 130

Portfolio Investments Investing Numbers 130

The Big Picture

MAY 23, 2023

This is a fascinating conversation about business growth and leadership and management and how to run a team. And then I was called by a headhunter, by a recruiter, who said, listen, there’s this — spent a couple years at Fidelity by this time — there’s a role at this thing called LIFFE or LIFFE. RITHOLTZ: Right.

Clients 162

Clients Management Engineering Investments 162

The Big Picture

FEBRUARY 17, 2025

We do have a limit on what percent of the portfolio could be in what’s classified as frontier. 00:27:00 [Speaker Changed] So we think the opportunity in China today is meaningful largest country weight in our portfolio. It’s about 30% of our portfolio today. So my original focus was Sub-Saharan Africa.

Investments 147

Investments Investing Economics Management 147

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. We love the portfolio. We love the forward on the portfolio. Very, very constructive on each of the names in the portfolio.

Investments 130

Investments Investing Assets Insurance 130

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. billion.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

MARCH 21, 2023

You’re accidentally waiting into yet another quant controversy, whether you need both these characteristics in every stock, or whether you can have some stocks that are great on one and simply average on the other and the portfolio comes out. I was a fixed income portfolio manager and trader, which is a ton of fun.

Valuation 173

Valuation Investments Investing Numbers 173

The Big Picture

APRIL 8, 2025

One of the reasons I went to Merrill is I was recruited by one of my best friends, who is Sally Crotch? There Lisa Shalett : Were certainly remnants. So, you know, just to, to reframe, you know, folks who are Wall Street historians will understand this chapter. Sally and I grew up at Sanford Bernstein together Oh. As baby analysts.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147

The Big Picture

FEBRUARY 4, 2024

Time ) • Iranian agent recruited Hells Angels in murder-for-hire plot : The plot is the latest in a growing list of interrupted Iranian-backed plots against regime dissidents around the world, including on U.S. He is the portfolio manager for the Quality Fund ( GQETX ). We listened as they grappled with their choices. (

Recruitment 130

Recruitment Portfolio Management Retail Economy 130

Aleph

FEBRUARY 11, 2023

Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile. link] If you can write something like this without mentioning war, plague, famine, expropriation, etc.,

Banking 59

Banking Government Economics Taxes 59