Brown Advisory

JUNE 23, 2016

To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. This communication and any accompanying documents are confidential and privileged.

Government 52

Government Communication Clients Economy 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | The Reality of Climate Change. Thu, 06/23/2016 - 10:27. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients.

Government 52

Government Communication Clients Economy 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | China’s Age of Ambition achen Thu, 06/23/2016 - 10:27 Friction will probably persist in Sino-U.S. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Communication 52

Communication Clients Taxes Economy 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | China’s Age of Ambition. Thu, 06/23/2016 - 10:27. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients.

Communication 52

Communication Clients Taxes Economy 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy achen Thu, 06/23/2016 - 10:27 The benefits to the U.S. Over time, such flexibility will help keep prices relatively low or moderate, though with a potential for volatility, Yergin predicted at the NOW 2016 conference. economy since 2008. Thanks to shale, the U.S.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy. Thu, 06/23/2016 - 10:27. Over time, such flexibility will help keep prices relatively low or moderate, though with a potential for volatility, Yergin predicted at the NOW 2016 conference. This communication and any accompanying documents are confidential and privileged.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Driverless Cars: Transforming Energy and Mobility. Thu, 06/23/2016 - 10:27. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Communication 52

Communication Clients Transportation Engineering 52

Million Dollar Round Table (MDRT)

AUGUST 6, 2023

When I joined the insurance industry at the end of 2016, I had just turned 24. That day, I firmly told myself that I must close bigger deals to upgrade my client market. Networking with the high-net-worth At first, I was unsure of myself in reaching out to high-net-worth clients, but then I found my own way.

Medicine 80

Medicine Marketing Marketing Communication 80

Brown Advisory

JUNE 23, 2016

NOW 2016 | The Future of College: Is It Worth the Money? achen Thu, 06/23/2016 - 10:27 The payoff from higher education is clear—college graduates generate 65% more in lifetime earnings than people with only a high school diploma. This communication and any accompanying documents are confidential and privileged.

Communication 52

Communication Education Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | The Future of College: Is It Worth the Money? Thu, 06/23/2016 - 10:27. While the burden of such borrowing is widely known, low graduation rates make the debt especially ill-advised, according to the speakers at the NOW 2016 panel titled, “The Future of College: Is It Worth the Money?”

Communication 52

Communication Education Clients Taxes 52

Brown Advisory

JUNE 16, 2016

Midyear Planning Tools for 2016. Thu, 06/16/2016 - 15:22. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Presidential election.

Planning 52

Planning Taxes Assets Clients 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Autonomous Systems: Ethics at the Edge of Technology achen Thu, 06/23/2016 - 10:27 The limits to what humans can create seem bound only by the limits of human imagination. This communication and any accompanying documents are confidential and privileged. They are intended for the sole use of the addressee.

Ethics 52

Ethics Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Autonomous Systems: Ethics at the Edge of Technology. Thu, 06/23/2016 - 10:27. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Ethics 52

Ethics Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Hope vs. Fear: Winning the Hearts and Minds of Arab Youth achen Thu, 06/23/2016 - 10:27 The Middle East, although torn by conflict, shows long-term promise, with a proportionally large and growing population of youth that is online, tech savvy and eager to find economic opportunities.

Communication 52

Communication Economics Clients Startup 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Hope vs. Fear: Winning the Hearts and Minds of Arab Youth. Thu, 06/23/2016 - 10:27. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Communication 52

Communication Economics Clients Startup 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Reviving the American Dream: Confronting Inequality in the U.S. achen Thu, 06/23/2016 - 10:27 The speakers for the session entitled, "Reviving the American Dream: Confronting Inequality in the U.S.," This communication and any accompanying documents are confidential and privileged.

Education 52

Education Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Reviving the American Dream: Confronting Inequality in the U.S. Thu, 06/23/2016 - 10:27. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Education 52

Education Communication Clients Taxes 52

Brown Advisory

JANUARY 18, 2016

NOW 2016 | Taking Courage in the Face of Disruption and Rapid Change. Mon, 01/18/2016 - 12:46. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Communication 52

Communication Clients Taxes Investing 52

eMoney Advisor

NOVEMBER 10, 2022

That occasion marked an agreement with the IRS on a $156 million value on Prince’s real estate and recordings for the artist who died in April 2016—without a will. As a financial planner, you’re well-positioned to collaborate with a client’s estate attorney to make sure their wishes are carried out.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

Brown Advisory

JUNE 23, 2016

NOW 2016 | Strokes, Science & Video Games: Breaking New Neurological Ground in Treating Stroke Patients achen Thu, 06/23/2016 - 10:27 Stroke persists as a scourge even in countries with the most advanced medical care. This communication and any accompanying documents are confidential and privileged. In the U.S.,

Communication 52

Communication Clients Medical Engineering 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Strokes, Science & Video Games: Breaking New Neurological Ground in Treating Stroke Patients. Thu, 06/23/2016 - 10:27. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Communication 52

Communication Clients Medical Engineering 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Gene Editing: Empowering a Cure for Cancer and Other Medical Breakthroughs achen Thu, 06/23/2016 - 10:27 Through genetic modification, humans are taking the reins from Mother Nature, making huge strides in fields such as human nutrition and health. Editing genes can help parents with genetic diseases bear healthy babies.

Medical 52

Medical Engineering Medicine Communication 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Gene Editing: Empowering a Cure for Cancer and Other Medical Breakthroughs. Thu, 06/23/2016 - 10:27. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Medical 52

Medical Engineering Medicine Communication 52

Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. We have been working hard to fulfill this commitment over the past 15 months, enhancing our offerings in a number of areas.

Portfolio 52

Portfolio Clients Investments Investing 52

Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios. Mon, 09/12/2016 - 08:16. At the time I wrote that our firm was fully committed to helping clients sort through an array of choices in sustainable investing, and to developing a tailored approach for each client—one that best fits their long-term goals.

Portfolio 52

Portfolio Clients Investments Investing 52

MarketWatch

APRIL 18, 2023

From 2016 to 2019, Betterment, in communicating with clients, misstated or omitted several material facts concerning TLH, a service that scans clients’ accounts for opportunities to reduce their tax burden,” the SEC said in a statement. The penalty will be disbursed to affected customers by Betterment, the SEC said.

Commission 52

Commission Taxes Communication Clients 52

Brown Advisory

JUNE 2, 2016

Thu, 06/02/2016 - 09:28. Brown Advisory colleagues recently gathered with clients to explore how disruption in technology and other fields calls for bold, even-handed decision-making and what we call moral courage. Download the NOW 2016 Special Edition of The Advisory. . . . Moral Courage Amid Disruption.

Communication 52

Communication Clients Accounting Transportation 52

Brown Advisory

SEPTEMBER 12, 2016

Five Ways to Invest That Make the World a Better Place achen Mon, 09/12/2016 - 11:11 Henry David Thoreau did not live to see the rise of impact investing, but he captured the spirit of it with a simple insight—“Goodness is the only investment that never fails.” 6, 2016, Acuity stock has surged 35% and 564%, respectively. Green bonds.

Investing 52

Investing Investments Communication Government 52

Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 11:11. 6, 2016, Acuity stock has surged 35% and 564%, respectively. We purchased a Georgia Power green bond in 2016 that is backing the production of 250 MW of wind energy—an amount that can provide power to more than 50,000 homes. Five Ways to Invest That Make the World a Better Place. Green bonds.

Investing 52

Investing Investments Communication Government 52

Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 05:00. The supply of capital is high, with private debt fund managers holding a record $199 billion available for private credit as of June 30, 2016, a 173% surge from $72.9 We encourage clients to view private credit as an opportunistic asset with low liquidity offering steady growth. Demand is also robust.

Valuation 52

Valuation Banking Portfolio Communication 52

Brown Advisory

SEPTEMBER 12, 2016

Falling Interest Rates Trigger Investor Hunger For Yield achen Mon, 09/12/2016 - 03:00 The rush by investors had all the hallmarks of a bond market panic. This piece is intended solely for our clients and prospective clients and is for informational purposes only. When the U.K.

Communication 52

Communication Banking Electronics Clients 52

Brown Advisory

JUNE 2, 2016

Thu, 06/02/2016 - 12:58. This article was updated on July 14, 2016 to reflect the U.K. This piece is intended solely for our clients and prospective clients and is for informational purposes only. This communication and any accompanying documents are confidential and privileged. In Too Deep?

Banking 52

Banking Economics Communication Assets 52

Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 03:00. We purchased Micron bonds in June 2016, confident that investors had overestimated its default risk because of expectations that excessive supply would keep down the price of semiconductors for an extended period. This communication and any accompanying documents are confidential and privileged.

Communication 52

Communication Banking Electronics Clients 52

Brown Advisory

MAY 31, 2018

According to Wilson, free trade proponents have a communication problem: Despite convincing arguments, they have steadily lost ground to inflammatory anti-trade rhetoric that connects emotionally on issues like jobs or security. trillion between 1950 and 2016. We need the markets overseas.” GDP grow by $2.1 businesses and major U.S.

Education 52

Education Communication Clients Media 52

Brown Advisory

MAY 31, 2018

According to Wilson, free trade proponents have a communication problem: Despite convincing arguments, they have steadily lost ground to inflammatory anti-trade rhetoric that connects emotionally on issues like jobs or security. trillion between 1950 and 2016. We need the markets overseas.” GDP grow by $2.1 businesses and major U.S.

Education 52

Education Communication Clients Media 52

Brown Advisory

APRIL 20, 2022

To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance on private equity, real estate and other less liquid “alternatives” to sustain their growth objectives and, ultimately, their charitable objectives. Confirm the role of your board of directors.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

Brown Advisory

SEPTEMBER 12, 2016

Case Studies Show Sustainable Investing Yields Varied Benefits achen Mon, 09/12/2016 - 12:31 Nurturing Well-Being Through Sustainable Investing Nancy Klavans is hardly a newcomer to the idea of backing projects that improve the lives of others. This communication and any accompanying documents are confidential and privileged.

Investing 52

Investing Investments Portfolio Communication 52