Brown Advisory

JUNE 12, 2017

Insurance operations in total contributed about 20% of Berkshire’s revenue in 2016, and about 6% of pretax income came from insurance underwriting profits. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. More importantly, insurance contributed $91.5 annualized compared with 6.9%

Investing 52

Investing Investments Ethics Taxes 52

The Big Picture

AUGUST 29, 2022

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. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. RITHOLTZ: In 2016 ….

Assets 173

Assets Management Marketing Marketing 173

Brown Advisory

JULY 23, 2019

Buffett agreed that precision railroading had been beneficial for its adopters over time, but it created disruption—sometimes substantial—to client service as it was implemented. Buffett praised Abel and Jain for their accomplishments and their knowledge of the businesses and work ethic, and invited questions for them as well.

Insurance 52

Insurance Investments Investing Management 52

Brown Advisory

JULY 23, 2019

Buffett agreed that precision railroading had been beneficial for its adopters over time, but it created disruption—sometimes substantial—to client service as it was implemented. Buffett praised Abel and Jain for their accomplishments and their knowledge of the businesses and work ethic, and invited questions for them as well.

Insurance 52

Insurance Investments Investing Management 52

Sara Grillo

SEPTEMBER 26, 2022

JR: The advisors were as much the victims as their clients were, and the brokerage firm would say they were all inappropriate behavior, so they’re all disclosures. Option rate securities were… 0:14:54.9 So it’s very difficult to do that. It is kind of a case by case thing. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? We were able to open doors and keep open doors with clients.

Assets 162

Assets Investing Investments Portfolio 162

Brown Advisory

SEPTEMBER 12, 2016

Investors Seeking Sustainability Gain Confidence Through Screening achen Mon, 09/12/2016 - 09:40 Some Wal-Mart stores sell rifles, some Starbucks coffee shops sell alcohol and GE builds engines for jet fighters and bombers. However, screening can exact a cost, so we help clarify for clients the potential impact on risk and return.

Clients 52

Clients Portfolio Distribution Communication 52

Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 09:40. However, screening can exact a cost, so we help clarify for clients the potential impact on risk and return. Investors should be aware that only 53 companies worldwide report 100% of their carbon emissions, according to a Bloomberg assessment of greenhouse gas emissions disclosure dated July 22, 2016.

Clients 52

Clients Portfolio Distribution Communication 52

The Big Picture

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. We have most of our clients from Europe.

Clients 147

Clients Investments Investing Assets 147

Brown Advisory

MAY 16, 2016

2016 Berkshire Hathaway Annual Shareholder Meeting. Mon, 05/16/2016 - 16:07. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. They answered about 60 questions during the five-hour gathering. for the S&P® 500.

Insurance 52

Insurance Banking Investing Investments 52

Brown Advisory

AUGUST 1, 2018

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett likes Tim Sloan, who became CEO at Wells after the sales incentive revelations in 2016, and his efforts to fix those past mistakes.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett likes Tim Sloan, who became CEO at Wells after the sales incentive revelations in 2016, and his efforts to fix those past mistakes.

Assets 52

Assets Investing Investments Insurance 52

The Big Picture

MAY 2, 2023

But there were a lot of other purveyors of watches that really were not super, super ethical folks. That came out in 2016. RITHOLTZ: I have a client that has a GT3 that he wanted to sell huh and the dealer said give it to us we’ll take a 20% consignment I’m like we know people that bring a trailer let me list it for you.

Retail 173

Retail Insurance Advertising Numbers 173

The Big Picture

DECEMBER 24, 2024

These are ethically compromised executives who are just hell bent on increasing profits by any means necessary. And, and just to, to wrap up the M&A, you win another Loeb award in 2016 covering the Dow DuPont merger. I mean, you know, it’s a tough world ethic. It seems like ethics is completely irrelevant.

Retail 130

Retail Advertising Taxes Numbers 130