The Big Picture

DECEMBER 19, 2023

00:06:36 [Speaker Changed] So in, in 2004, I joined Morgan Stanley equity research. And, and our vision was to create an investment partnership like you’d find with a Wellington or a capital group with the risk management expertise of Citadel wrapped in a specialist structure at Woodline. That was great.

Healthcare 162

Healthcare Portfolio Management Investing 162

The Big Picture

JULY 4, 2023

And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. They built their infrastructure, risk management, and hired great PMs to lead these businesses.

Management 147

Management Recruitment Numbers Banking 147

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

OCTOBER 17, 2023

And the third, the one that nobody talks about is risk management. Risk management. And so that’s not just, we talk about risk management in terms of buying at a big discount to intrinsic value and then that gives you that capital sort of buffer. That’s a long time. It’s a long time.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

APRIL 18, 2023

Probably somewhere around 2004 or ‘05, we started doing things by ourselves. We find great management teams. So we operate from a board level and really focus on key strategic and risk management variables. There’s some like risk management things that you always need to be mindful of.

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

JANUARY 14, 2025

So that is a big focus and if you think about what risk managers would do at a casino, it’s the same thing. They’re gonna make sure that these, these tables, these games are not gonna be making or losing money at the same time. They did not create the Dunning Kruger curve. And it’s mount stupid.

Management 147

Management Investing Investments Assets 147

The Big Picture

AUGUST 23, 2022

BROWDER: I just gone the risk management committee. And so, one by one by one, some oligarchs went to Putin after Khodorkovsky was convicted and sentenced to 10 years and they say to Putin, it’s the summer of 2004, Vladimir, what do we have to do so we don’t sit in the cage, and Putin says, real simple, 50 percent.

Government 321

Government Banking Numbers Investing 321