Brown Advisory

APRIL 16, 2018

The Other 95% achen Mon, 04/16/2018 - 13:23 The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

Mon, 04/16/2018 - 13:23. The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. In our work with all of our endowment and foundation clients, we follow a disciplined process to ensure that we: Discover and fully understand the nonprofit’s long-term objectives.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. annualized compared with 6.9%

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. 2018 Annual Shareholders Meeting.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JULY 23, 2019

Abel and Jain, the designated successors to Buffett, were each paid $18 million in 2018. The highest paid members of Berkshire’s board of directors—those serving on the audit committee and get an extra $4,000 stipend—earned just $7,300 in 2018, compared to $300,000 or more per year at most large public companies. billion in 2018.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Abel and Jain, the designated successors to Buffett, were each paid $18 million in 2018. The highest paid members of Berkshire’s board of directors—those serving on the audit committee and get an extra $4,000 stipend—earned just $7,300 in 2018, compared to $300,000 or more per year at most large public companies. billion in 2018.

Insurance 52

Insurance Investing Investments Management 52

The Big Picture

JULY 4, 2023

I know you don’t disclose your clients, but the Wall Street Journal certainly mentioned those. ” I just had this with a client who runs a very large, not multi-manager, but multi-strategy fund. And the phone rings an hour in and it’s my client. RITHOLTZ: Really? It was year one or so of IDW.

Management 147

Management Recruitment Numbers Banking 147

Brown Advisory

JUNE 16, 2022

rates were going up in 2018 we did debate raising our WACC hurdle when the Federal Reserve (FED) funds rate was at 2.5% 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.

Investing 52

Investing Investments Accounting Valuation 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

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.

Investing 147

Investing Investments Clients Assets 147

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. Salaske says that having the CFP designation was never a requirement in anything he did to advise clients. Wright retorts back that restrictions don’t necessarily mean higher ethical standards.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting ajackson Wed, 08/01/2018 - 09:30 The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. They answered about 60 questions during the five-hour gathering.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting. Wed, 08/01/2018 - 09:30. 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.

Assets 52

Assets Investing Investments Insurance 52