Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. In sum, there are a variety of planning opportunities (many of which are summarized below) that we can consider together as we think about your long-term plans.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets. We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

The Big Picture

MAY 7, 2024

So then I, I knew the Yahoo folks, Jerry Yang and Sue Decker asked me to come in and help them in 2008. I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. And so we offer that plan for $2,500. It’s hard to navigate as an employee. He’s great.

Startup 148

Startup Advertising Engineering Numbers 148

The Big Picture

SEPTEMBER 23, 2024

I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. I write a business plan for it. By the time 2008 came around, we had about $5 billion. Investing in secondary debt took off in 2008. So as a firm in 2008, we started to go down a different path.

Banking 148

Banking Investing Investments Assets 148

The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. It pushes valuations higher over time. In 2008, we didn’t have Uber, right?

Assets 174

Assets Management Portfolio Marketing 174

The Big Picture

FEBRUARY 7, 2023

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. Don’t forget, in whatever was, April of 2008, after Jeff announced that the first quarter of 2008 was going to be a major miss. You’re right.

Engineering 259

Engineering Banking Numbers Management 259