Brown Advisory

SEPTEMBER 4, 2019

The missions that these organizations tackle— helping vulnerable families, advancing health care, and protecting the environment, just to name a few—are incredibly challenging. And in parallel with their program work, nonprofit leaders must also build the financial and organizational infrastructure to sustain those programs.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap achen Thu, 06/14/2018 - 10:27 The NOW conference is always memorable, but this year’s conference included some particularly compelling and provocative ideas. They all believe what I believe, which is that the point of NOW is to not just to expose us to provocative ideas.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap. I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. Our group covered a wide range of topics during a freewheeling two-hour conversation.

Investing 52

Investing Investments Clients Numbers 52

The Big Picture

OCTOBER 31, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio. How do you define liquid alts?

Management 152

Management Investing Investments Portfolio 152

The Big Picture

JANUARY 30, 2024

 The transcript from this week’s, MiB: Sarah Kirshbaum Levy, CEO Betterment , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. With no further ado, my discussion with Betterment, CEO, Sarah Kirschbaum Levy. What was that?

Media 141

Media Wealth Management Investing Investments 141

The Big Picture

OCTOBER 17, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio. What is that? Right, right.

Investing 130

Investing Investments Clients Management 130

The Big Picture

JANUARY 16, 2024

The transcript from this week’s, MiB: Cathy Marcus, co-CEO, global COO of PGIM Real Estate , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Barron’s 100 most influential women in US finance, lots and lots of others.

Assets 258

Assets Investing Investments Management 258

The Big Picture

MAY 30, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. That’s my favorite one.

Banking 141

Banking Economics Economy Business Planning 141

The Big Picture

SEPTEMBER 12, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. At six months, let’s see — let’s see how this goes.”. I want to be client-facing.

Clients 286

Clients Wealth Management Investing Investments 286

Sara Grillo

MAY 8, 2023

Indexed universal life (IUL) is often sold using smoke-and-mirrors sales shams, but in this podcast we’ll expose the truth! Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

DECEMBER 6, 2022

The transcript from this week’s, MiB: Luis Berruga, CEO, Global X ETFs , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

Clients 152

Clients Investing Investments Management 152

The Big Picture

DECEMBER 14, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. But before we get to that, let’s talk a little bit about you and your background. What was that like?

Assets 152

Assets Investing Investments Portfolio 152

Sara Grillo

NOVEMBER 14, 2022

Given the sorry state of America’s finances, how are average households going to address income “sustainability” over 3+ decades? The contenders are: David Macchia is the founder and CEO of Wealth2k and a defender of annuities. Scott Salaske , CEO of Firstmetric. Is selling annuities to them the answer?

Insurance 59

Insurance Financial Advisor Retirement License 59

The Big Picture

SEPTEMBER 26, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Google , YouTube , and Bloomberg. He is also the incoming CO c e o A job he will take the reins at in the first quarter of 2024, helping to run oak trees. I wanna say it’s about $179 billion in client assets.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

JULY 4, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Bloomberg , Stitcher , Google , and YouTube. Ilana Weinstein returns to tell us about all the competitive recruiting and superstar talent she’s been working with over the past couple of years. I was in my mid-twenties.

Management 141

Management Recruitment Numbers Banking 141

The Big Picture

MARCH 26, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast, what can I say?

Investing 141

Investing Investments Marketing Marketing 141

The Big Picture

APRIL 18, 2023

You can stream and download our full conversation, including any podcast extras, iTunes , Spotify , Stitcher , Google , Bloomberg , and Omny. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

Assets 152

Assets Investing Investments Valuation 152

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? What is your opinion?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

MARCH 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News. And then by 1994, a group of us had started, started our own business.

Banking 141

Banking Investing Investments Marketing 141

Sara Grillo

FEBRUARY 13, 2023

Don’t let your clients get taken! In this podcast we are going to expose the truth about ESG investing. I am a CFA® charterholder and I used to be a financial advisor. Reasons why ESG sucks The following are reasons why we believe that ESG is a bad investment strategy. Listen to this show. So please subscribe!

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

FEBRUARY 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Really a masterclass in how monetary policy is not only made but executed and put into actual operations. Tell, tell us a little bit about that role. Tell, tell us a little bit about that role.

Economy 141

Economy Banking Marketing Marketing 141

The Big Picture

FEBRUARY 7, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. Tell us about Lazard.

Engineering 252

Engineering Banking Management Numbers 252

The Big Picture

DECEMBER 26, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio. But the problem was we were charging 4 cents a share.

Marketing 152

Marketing Marketing Financial Advisor Clients 152