Brown Advisory

JUNE 23, 2016

Welcome to the NOW 2016 Review and Videos. Thu, 06/23/2016 - 10:27. NOW, which is short for “Navigating Our World,” is a forum in which we join with clients and friends to learn from thought leaders about some of today’s most profound changes in technology, geopolitics and other fields. I love our NOW conferences.

Communication 52

Communication Clients Taxes Food 52

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 Economy Taxes 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 Economy Taxes 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. The benefits to the U.S. economy since 2008. Thanks to shale, the U.S.

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

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 rising cost of a college diploma has helped fuel the growth in student debt.

Communication 52

Communication Education Clients Accounting 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 Accounting 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. Advances in computing and connectivity have thrust us into a new world of increasingly sophisticated robots and other "autonomous systems."

Ethics 52

Ethics Communication Clients Accounting 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 Accounting 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.," wasted no time digging down to a bedrock question—why should Americans care about a widening gap between rich and poor?

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

Random Roger's Retirement Planning

JANUARY 18, 2025

One client owns it on a mandate. Oddly, Barron's included some industry funds in their discussion of thematic funds and mentioned some that have done very well including iShares Medical Devices (IHI) which I've owned for clients for 12 or 13 years. The article shows being updated in 2016 but not by me, the URL has the 2004 time stamp.

Advertising 52

Advertising Medical Clients Distribution 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 Investments 52

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. In the U.S., This communication and any accompanying documents are confidential and privileged.

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 Communication Medicine 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 Communication Medicine 52

Random Roger's Retirement Planning

MARCH 7, 2024

Quite a few client holdings have been in the portfolio for more than 15 years. I've owned this stock for clients going back to at least 2011. Dropping from $27 down to $16 like in 2016 is a very difficult thing to sit through. There are of course many definitions. For me, I tend to hold for many many years.

Medical 98

Medical Clients Taxes Portfolio 98

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 Investing Investments 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 Investing Investments 52

MarketWatch

APRIL 18, 2023

Robo-adviser investment firm Betterment LLC agreed late Tuesday to pay a $9 million penalty to settle charges by the Securities and Exchange Commission that it misled customers about its automated tax loss harvesting (TLH) service. The penalty will be disbursed to affected customers by Betterment, the SEC said.

Commission 52

Commission Taxes Communication Clients 52

Brown Advisory

NOVEMBER 12, 2015

As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. The highest federal marginal tax bracket in 2015 is 39.6% (as it was in 2014). Thu, 11/12/2015 - 11:10.

Planning 52

Planning Taxes Distribution Medical 52

Random Roger's Retirement Planning

AUGUST 5, 2023

There's a news story out there about an advisor who got into a world of trouble loading up on levered long equity ETFs for clients. It spent so much time running below Portfolio 2 because it lagged by a lot in 2016. Problem is daily reset which effects the tracking. compared to 7.35, had a standard deviation of 8.07 versus 10.32

Portfolio 93

Portfolio Clients Taxes Numbers 93

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

Random Roger's Retirement Planning

FEBRUARY 9, 2024

John Authors at Bloomberg goes into better detail including a reference to the Bernstein paper from 2016 that likened indexing to Marxism. A huge priority for me as an advisor is making sure that clients have no worries about meeting their normal, portfolio cash flow needs.

Investment Advisor 73

Investment Advisor Management Taxes Portfolio 73

Brown Advisory

NOVEMBER 1, 2019

Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for them to consider with their other advisors. As detailed in prior publications, the 2017 Tax Act changed important aspects of federal income, estate, gift, and generation-skipping transfer (GST) tax law. Non-Taxable Gifts.

Planning 52

Planning Taxes Clients Assets 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.

Investments 52

Investments Investing 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. SIBs are not backed by tax revenue or the creditworthiness of the issuer.

Investments 52

Investments Investing 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

Random Roger's Retirement Planning

JUNE 22, 2024

ACWI is the iShares All Country World Index ETF and XME is client holding SPDR Metal and Mining ETF. XME fell 50% in 2015 and then made it all back with a 106% gain in 2016. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 98

Portfolio Distribution Marketing Marketing 98

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.

Banking 52

Banking Communication 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. In Too Deep? The Risks From Sub-Zero Rates. vote to exit the European Union.

Banking 52

Banking Economics Communication Assets 52