Brown Advisory

DECEMBER 5, 2023

An unassuming shorthand (from 20 years ago) A 2004 report published by the United Nations is often given credit for popularizing “ESG” as a shorthand for the myriad issues in environmental, social, and governance categories. One could call these ESG issues, or fundamental opportunities, or existential risks.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

The Big Picture

JUNE 6, 2023

So, you start the blog in 2004, more or less. I’ll tell you something funny and people you know, we never quite had that accusation, but for the better part of 15 years before I started accepting capital, it was, “Hey, everybody’s telling you how to manage your assets the wrong way. SETHI: Yes. You could do it.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. They understand that, they recognize it and you know, we’re always communicating with them to sort of help them through those periods. We do have multi-asset strategy called balanced, which we launched in 2014 15. What is that?

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

JUNE 11, 2024

What led you to acquire the company in 2004? Did that, was the substantial purchase, a hundred plus billion dollars in 401k 00:17:03 [Speaker Changed] Assets. And so I am very focused on who these people are, what is their attitude, how do they communicate and all of those things. That was back in 1983. Peter Mallouk : I was.

Planning 162

Planning Clients Investing Investments 162

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

JANUARY 14, 2025

Cliff Asus, founder of a QR capital managing partner there, at the time, I think it was late twenties, he was finishing up his PhD at the University of Chicago and was working for Goldman Sachs Asset Management. There was really no jobs for asset management, but those are the courses I love the most at Penn and really wanted to pursue that.

Management 147

Management Investing Investments Assets 147

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. They kept the reputation intact by communicating with their investors. Why wouldn’t you, you can buy a fintech assets for 90, 90 cents off the dollar. So the VCs were like, we got to go after the assets under management. How’s my 10 grand doing? LINDZON: Yes. LINDZON: I hate CNBC.

Media 290

Media Investing Investments Valuation 290

The Big Picture

FEBRUARY 20, 2024

So, if you remember, we were, we were still rolling out various facilities like the, the, the term asset backed, the lending facility, for example. The New York Fed is kind of, I don’t know how to say this first, amongst the regional feds, because you’re located right in the heart of the financial community.

Banking 147

Banking Economy Marketing Marketing 147

The Big Picture

OCTOBER 31, 2022

And arguably, they went from an underpriced position in 2004 I’d say — RITHOLTZ: Right. RITHOLTZ: The research department in the FOMC don’t seem to communicate. We have been speaking with Professor Jeremy Siegel of the Wharton School of Business, and Jeremy Schwartz of WisdomTree Asset Management. SIEGEL: Yeah.

Numbers 147

Numbers Investing Investments Marketing 147

The Big Picture

AUGUST 23, 2022

So, it’s 150 million voucher times $20 gives you a $3 billion of vouchers in circulation and this $3 billion of vouchers in circulation were exchangeable for 30 percent of the share capital of all Russian companies, which meant that the market cap of the entire country of Russia, every asset in the country, was $10 billion.

Government 321

Government Banking Numbers Investing 321