Brown Advisory

JANUARY 17, 2024

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

Investments 52

Investments Investing Portfolio Compliance 52

The Big Picture

FEBRUARY 28, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. RITHOLTZ: Really interesting. And he’s been a great mentor.

Investments 148

Investments Investing Clients Assets 148

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. 00:02:59 [Speaker Changed] I was not, I was waitressing one summer, my final summer after my senior year and a friend called and said, I just interviewed with the financial services company.

Math 130

Math Management Insurance Assets 130

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

Investments 52

Investments Investing Portfolio Accounting 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. Let me say what your compliance wouldn’t allow you to say.  The transcript from this week’s, MiB: Ted Seides, Capital Allocators , is below. RITHOLTZ: You were crushing it.

Management 130

Management Investments Investing Government 130

The Big Picture

APRIL 25, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. RITHOLTZ: Right. RITHOLTZ: No, no, no.

Compliance 163

Compliance Clients Wealth Management Management 163

Carson Wealth

FEBRUARY 5, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. As noted in our 2024 Outlook, which you can download here , productivity growth is a potential game changer, if it continues. That’s why productivity is up.

Marketing 97

Marketing Marketing Economy Manufacturing 97

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. My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was.

Clients 163

Clients Management Engineering Investments 163

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. And again, I ended up in the financial services audit practice at KPMG.  The transcript from this week’s, MiB: Julian Salisbury, CIO, Goldman Sachs , is below.

Assets 300

Assets Clients Investments Investing 300

The Big Picture

SEPTEMBER 10, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. You have to get compliance.

Valuation 163

Valuation Clients Investments Investing 163

The Big Picture

JULY 29, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She has an absolutely comprehensive resume in the financial services industry. Like there’s personalization in all aspects of our life and financial services is catching up.

Clients 148

Clients Portfolio Financial Advisor Investments 148

The Big Picture

SEPTEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services. MILLER: That they’re going to move their location.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

MAY 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing.

Numbers 148

Numbers Management Banking Marketing 148

The Big Picture

MAY 16, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So I was very heavy in financial services stock, which was a great lead gen engine. The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. RITHOLTZ: Yes.

Media 291

Media Investments Investing Valuation 291