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Founders and Builders: What I Wish I Knew

Brown Advisory

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?

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Founders and Builders: What I Wish I Knew

Brown Advisory

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.

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Shadow Consumption

Brown Advisory

We currently own several companies across our portfolios that align with this paradigm, including Costco , TripAdvisor and Priceline. Richard Gamper, Strategic Planning Analyst, Brown Advisory. . By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst.

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Investment Perspectives | Liquidity & Volatility

Brown Advisory

After several years of relative calm, investors have had renewed reason to worry about protecting their portfolios. Instead, we caution against suddenly reacting to volatility and reiterate the imperative to focus on fundamentals and stay true to a portfolio structure that ensures adequate liquidity. Fri, 04/01/2016 - 15:39.

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Investment Perspectives | China's Shock

Brown Advisory

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.

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Transcript: Mike Green, Simplify Asset Management

The Big Picture

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. Initially I joined to help them manage their equity portfolio. 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right?

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Transcript: Sander Gerber, CEO and CIO Hudson Bay Capital

The Big Picture

Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. In other words, people had these models that would give you one volatility exposure across the entire portfolio. How, how do you guys actually use it?