Brown Advisory

JULY 14, 2020

31, 2019, our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. The report reviews how we seek to invest using sustainability research and look for companies with what we view as SBA Drivers and strong ESG risk management.

Portfolio Management 52

Portfolio Management Portfolio Management Risk Management 52

Brown Advisory

JULY 14, 2020

Download the Report. . A Letter of Introduction From The Portfolio Managers. . 31, 2019, our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. 2019 Global Leaders ESG Transparency Report. Tue, 07/14/2020 - 08:15.

Portfolio Management 52

Portfolio Management Portfolio Management Risk Management 52

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group.  . Transcript: MiB: Luis Berruga, Global X ETFs. BERRUGA: Yeah.

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The Big Picture

NOVEMBER 14, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. They are one of the world’s top 20 asset managers.

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Midstream Marketing

SEPTEMBER 15, 2019

In this article, we are reviewing the first 10, but we took the time and created an easy download if you want to take the longer list with you. If you make it a priority to follow just one financial advisor or wealth management blog, do yourself a favor and make sure it’s this one. Avondale Asset Management Blog.

Financial Advisor 52

Financial Advisor Wealth Management Certified Financial Planner Economics 52

The Big Picture

JULY 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. You mentioned in the beginning of the book lower asset yields and richer asset prices have pulled forward future returns. And then in addition, we write lots of papers. Explain that.

Investing 130

Investing Investments Valuation Portfolio 130

Brown Advisory

AUGUST 5, 2020

Community Foundations: Challenges And Solutions ajackson Wed, 08/05/2020 - 14:42 DOWNLOAD PDF On the surface, endowments and foundations are all pursuing similar goals, such as preservation of capital and ensuring income to cover spending needs. SOLUTION Brown Advisory helps clients approach decisions from a risk management perspective.

Nonprofit 52

Nonprofit Clients Risk Tolerance Management 52

Brown Advisory

AUGUST 5, 2020

DOWNLOAD PDF. Community stakeholders may disagree on key priorities, and even in cases when there is a dire need, a community foundation risks alienating its donors if it does not use its variance power with extreme care. Brown Advisory helps clients approach decisions from a risk management perspective.

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Nonprofit Clients Risk Tolerance Management 52

Tucker Advisors

SEPTEMBER 27, 2021

High Profile Use of Annuities Download. Macy’s purchases annuity to transfer $256 million in pension assets” Pensions & Investments; Sept. These corporations understand that, as the world’s risk managers, insurance firms are better-equipped to manage long-term pension liabilities. Forbes; June 1, 2012 [link].

Insurance 52

Insurance Banking Financial Advisor Investments 52

Tucker Advisors

SEPTEMBER 8, 2021

High Profile Use of Annuities Download. Even if market risk isn’t your thing, playing it safe has its own problems. These corporations understand that insurance firms act as the world’s risk managers and are better-equipped to manage long-term pension liabilities. Free Guide: High Profile Use of Annuities.

Retirement Pension 52

Retirement Pension Retirement Financial Advisor Planning 52

The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So I think selecting managers in any asset class has that two pieces.

Management 130

Management Investments Investing Government 130

Brown Advisory

NOVEMBER 28, 2022

Because the tax cost of the conversion is based on the value of the account when converted, these conversions may be particularly attractive when asset values are temporarily depressed. When these assets are transferred through family limited partnerships or LLCs, the gifts are often eligible for valuation discounting.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

Revisit your risk management plans (update insurance programs and review the operation of family business entities) and, Reevaluate your state of residency (or international residency/citizenship) – determine the most advantageous location from a personal, familial, business and tax standpoint. . Estate Tax Rules. Valuations.

Planning 52

Planning Taxes Clients Strategic Planning 52

The Big Picture

JANUARY 10, 2025

As a senior portfolio manager, he was in charge of over $15 billion in hedge fund assets. He explains how portable Alpha developed and why multi-strategy, multi-manager risk is the future of hedge funds. He brought 9over the same skill set and acumen to Clear Alpha.

Portfolio Management 147

Portfolio Management Risk Management Education Portfolio 147

The Big Picture

JANUARY 9, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It was derivatives math, it was like working with the traders on like risk management. How, how indexing works and how big asset managers like BlackRock or Vanguard or State Street work.

Retail 130

Retail Banking Math Management 130

The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. trillion in assets under supervision.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

MARCH 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion.

Assets 285

Assets Investing Investments Management 285

The Big Picture

MARCH 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So they’d give individual asset allocation to people and they’d go invest their money. So it’s, it’s assets like that. This was gonna be a multi-strategy vehicle.

Banking 147

Banking Portfolio Assets Investing 147

The Big Picture

OCTOBER 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. They have a risk management technology. RAMPULLA: Yeah.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple , Spotify , Google , Stitcher , YouTube , and Bloomberg. With no further ado, my conversation with Ken Kencel of Churchill Asset Management.

Banking 147

Banking Management Investing Investments 147

The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. RITHOLTZ: Hey, you get your money back.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

MAY 23, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes Stitcher , Bloomberg , Spotify , Google , and YouTube. And now we, you know, we’re just shy of $145 billion of assets on the management across the entire credit curve. Not its asset management, its brokerage piece.

Clients 162

Clients Management Engineering Investing 162

The Big Picture

DECEMBER 20, 2022

The transcript from this week’s, MiB: Robert Koenigsberger, Gramercy Funds Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And that, quite frankly, was the beginning of the of the asset class.

Banking 162

Banking Assets Government Marketing 162

The Big Picture

SEPTEMBER 26, 2023

 The transcript from this week’s, MiB: Armen Panossian, Oaktree Capital Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Google , YouTube , and Bloomberg. I wanna say it’s about $179 billion in client assets. That had mismatched assets.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

OCTOBER 17, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I want to get into that before we start talking about asset management. And the third, the one that nobody talks about is risk management. Risk management.

Investing 130

Investing Investments Clients Management 130

The Big Picture

MARCH 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We’re we’re the quant shop in real estate, in the quant shop in physical assets.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

NOVEMBER 7, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You start with the Tether website and you go through the various disclosures including the list of risks.  The transcript from this week’s, MiB: Zeke Faux, Number Go Up , is below.

Numbers 162

Numbers Banking Accounting Taxes 162

The Big Picture

JANUARY 14, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. There was really no jobs for asset management, but those are the courses I love the most at Penn and really wanted to pursue that. He got the mandate to launch a new quantitative research group.

Management 147

Management Investing Investments Assets 147

The Big Picture

AUGUST 23, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. BROWDER: I just gone the risk management committee. BROWDER: I was like the equivalent of Fidelity in Russia in terms of like the size of assets. RITHOLTZ: Wow.

Government 321

Government Banking Numbers Investing 321

The Big Picture

NOVEMBER 28, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And what I was ended up doing though, was the beginning of what we call asset-backed securities today, pulling together credit card loans for Sears, for MBNA and first USA car loans.

Banking 258

Banking Media Economics Food 258

The Big Picture

OCTOBER 3, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. You’ve got a big asset management business that you care about.

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