Trade Brains

APRIL 17, 2023

He has been quoted multiple times stating how his grandmother helped him develop a strong set of values and ethics system which have guided him ever since he was a boy. In 2000 the group acquired London-based Tetley Tea, in 2004 it purchased the truck-manufacturing operations of South Korea’s Daewoo Motors, and Indian Hotels Co.

Retirement 98

Retirement Engineering Manufacturing Ethics 98

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. Here is an attempt to invoke fundamental investing basics to clarify exactly what we aspire to deliver for our clients.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

The Big Picture

JUNE 11, 2024

What led you to acquire the company in 2004? And I also think that there is something to be said for, and I think it sounds cliche, but it is not just Thiswe Midwest ethics, Midwest work ethic and, and kind of the attitude, this bias towards integrity. That was back in 1983. You were an employee at the time, weren’t you?

Planning 162

Planning Clients Investing Investments 162

The Big Picture

AUGUST 29, 2022

BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

JUNE 6, 2023

So, you start the blog in 2004, more or less. That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. We’d rather dream about having 10 million then start investing $100 a week. SETHI: Yes. RITHOLTZ: That’s really fascinating.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

JANUARY 14, 2025

I mean you mentioned it earlier on, I mean, Cliff’s hilarious and 00:14:09 [Speaker Changed] He’s a funny guy and it’s rare to find someone who is a quants who can communicate as eloquently as he can and at the same time has such a devilish sense of humor. Like that’s an unusual trifecta right there.

Management 147

Management Investing Investments Assets 147