Brown Advisory

OCTOBER 26, 2021

Concurrently, the weight of biotech in the index has ballooned from 9% at beginning of 2005 to close to 16% as of the end of the third quarter of 2021. The R2G and RMG experienced a decrease in the size of cyclical sectors (consumer discretionary, energy, financials, industrials and materials) since 2005. Exhibit 3: Sector Composition.

Manufacturing 52

Manufacturing Investing Investments Communication 52

Trade Brains

JANUARY 24, 2024

Fintuple: It is a new-age startup that offers technology services such as digital client onboarding, eKYC, fund reports, and other digital solutions to AIF & PMS. These clients come from industries like Airlines, Banking, Communications, Logistics, and others. Top 10 clients bring in ~42% of revenue. 14,097 EPS ₹16.13

Insurance 59

Insurance Clients Engineering Management 59

The Big Picture

OCTOBER 17, 2023

And if you’re in a quant fund and your clients say, you know, you’ve underperformed for the last three quarters and I don’t quite understand the black box, how do you retain, how you drive that alignment between the client and the business? It goes back to the client. And that is the case.

Investing 130

Investing Investments Clients Numbers 130

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

DECEMBER 14, 2022

Because when you’re doing that, every day, you’re interacting with different clients in different industries and having to learn a whole new set of vocabulary, whole new business. I had come at Goldman, almost all of our capital had come from high net worth clients. RITHOLTZ: Right. Also, I had done acquisitions.

Assets 162

Assets Investing Investments Portfolio 162

The Big Picture

APRIL 18, 2023

I think because the private equity investing model has been really good for our clients, which are state pension plans, sovereign wealth funds, you know, ensuring the retirement safety of many — tens of millions of people. BARATTA: I think it was 2005, when we started to look at in China and in India, in particular, and also Japan.

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

APRIL 25, 2023

My first job out of law school was at a mid-sized law firm out of Princeton, New Jersey, and I would have clients who wouldn’t call when an issue arose. For most of the clients that come to us for startup work, right? You could probably build a better communications strategy. They’re not losing clients.

Compliance 162

Compliance Clients Wealth Management Management 162

The Big Picture

MARCH 12, 2024

It was a wild ride because by the time you got, well, so in 2005, we went on a road show trying to tell people what we had learned, and there wasn’t a lot of reception. And in the 2000 at the 2005 conference, it’s kind of wild. So let’s talk a little bit about who the clients are for Amherst. Fascinating.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

JANUARY 27, 2025

But really in 2005 I made that, that shift to, to, to Babson and, and really still doing what I was doing focused on, on, you know, fundamental fixed income analysis. Yeah, Mike Freno : I would say communications was key and it, it was, it was much more regular speaking to the entire company as opposed to, you know, episodic.

Assets 147

Assets Insurance Management Investing 147

The Big Picture

NOVEMBER 25, 2024

This was the era, 2005, 2006, all of my friends were looking to get banking roles. And they’d say, well, who are your clients? And by the way, at that point, that client was at $13 billion. You have nothing whatsoever to do with how they market it, who the clients are, how they run it. Can’t.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. RITHOLTZ: 2005. They kept the reputation intact by communicating with their investors. But, but for other people, we have, we have clients who’ve sold businesses. LINDZON: Yes. So I was fascinated that a businessman could build businesses on the internet. LINDZON: I hate CNBC. RITHOLTZ: Right.

Media 290

Media Investing Investments Valuation 290

The Big Picture

FEBRUARY 4, 2025

But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. And this was in 2005. So we moved our family over here from Paris in 2005. Hey, I never put a 0% chance on anything.

Economy 257

Economy Banking Economics Taxes 257

The Big Picture

FEBRUARY 7, 2023

RITHOLTZ: In the ‘80s, they were really a financial arm of GE and a way to facilitate its client base. COHAN: — right now, that allowed people to communicate with one another. Jamie has been there since, whatever, 2005. And Hope Hicks who was his communications person at that time, you know, I was in touch with Hope.

Engineering 259

Engineering Banking Numbers Management 259

The Big Picture

AUGUST 23, 2022

I take him through the presentation and he’s not a very sort of friendly or communicative guy and he just stares blankly to me as I’m going through this presentation and the halfway through the presentation, he just gets up and leaves. This is going to go to his Russian client who’s an agent of the Russian government.

Government 321

Government Banking Numbers Investing 321