Brown Advisory

OCTOBER 28, 2021

As an Egyptian-American Muslim in the predominantly white, male tech world, she is committed to diversity, equity and inclusion, and to ensuring that AI is developed ethically and addresses concerns around privacy and algorithmic bias. It should not be assumed that investments in such securities have been or will be profitable.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Sara Grillo

MARCH 13, 2023

ETFS can be thought of as a wrapper around an investment strategy. According to Bak, assets don’t care about the ethics of their investors. Or they invest in bitcoin on their own using self-storage (at the risk of losing their keys). Investment managers are smart and pay attention to ESG risks such as litigation.

Financial Advisor 59

Financial Advisor Assets Management License 59

Brown Advisory

JULY 23, 2019

A touchpoint for developing good investment thinking is going to Omaha each May for the Berkshire Hathaway shareholders’ meeting to hear the insights of Warren Buffett, chairman, and his longtime business partner, Charles Munger, vice chairman. Members of our investment team have attended these meetings for over 30 years.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

A touchpoint for developing good investment thinking is going to Omaha each May for the Berkshire Hathaway shareholders’ meeting to hear the insights of Warren Buffett, chairman, and his longtime business partner, Charles Munger, vice chairman. Members of our investment team have attended these meetings for over 30 years.

Insurance 52

Insurance Investing Investments Management 52

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Blake Grossman was the chief investment officer there. That’s the real success story, and that’s much harder than investing. RITHOLTZ: Interesting. RITHOLTZ: Right. NADIG: Yeah.

Management 279

Management Assets Portfolio Investing 279

Trade Brains

APRIL 30, 2023

Dr. Reddy passed away in 2013 after suffering from cancer. HCL was founded with an investment of Rs. Family-owned businesses often outperform because they often have a longer-term investment focus compared to non-family-owned companies. During the 1990s the company began trying to discover its own patentable drugs. Let us Know!

Management 52

Management Pharmaceutical Engineering Ethics 52

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. RITHOLTZ: And how did you shift into real estate principal investment at Goldman Sachs? But I’d say, overall, folks are more kind of corporate-oriented, you know, investing in companies.

Assets 163

Assets Investing Investments Portfolio 163

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. If we are comparing them to the Utopian idea of what a fraternity of ethics and competence testing should be, then we should find a way to implement it because daydreaming about what it ought to be is less useful.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MAY 2, 2023

But there were a lot of other purveyors of watches that really were not super, super ethical folks. This is 2012, 2013, was enormous in the industry. CLYMER: So he actually invested as early as 2015. And then in 2013, ‘14, an agency that actually Jeff knows about called Wondersauce –- RITHOLTZ: That’s a great name.

Retail 174

Retail Insurance Advertising Numbers 174

The Big Picture

DECEMBER 24, 2024

These are ethically compromised executives who are just hell bent on increasing profits by any means necessary. When I started in 2013. I mean, you know, it’s a tough world ethic. 00:22:29 [Speaker Changed] Why didn’t David Shaw invest in Bezos and Amazon when, when he left for Seattle? Toughen up.

Retail 130

Retail Advertising Taxes Numbers 130