Brown Advisory

FEBRUARY 23, 2022

Topics will included: • How to structure the earn out. • Creating a diversification plan from a large single stock position • What are some of the key logistical issues to be aware of and how can you navigate them?

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Brown Advisory

FEBRUARY 23, 2022

Speakers: Michael Aldrich, Global Head of Operational Security; Rebecca Sugarman, Chief Human Resources Officer; Craig Standish, Head of Boston Office Moderator: Victor Abiamiri, Portfolio Manager. . Planning for Your Liquidity Event and Beyond. MORE ON THIS TOPIC Strategic Planning Roadmap for Entrepreneurs.

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Brown Advisory

SEPTEMBER 1, 2015

Richard Gamper, Strategic Planning Analyst, Brown Advisory. . Please download The Advisory to read other articles in this issue including: Europe's Slow Climb. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. Rude Awakening.

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The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’m gonna hold it in my portfolio. 00:04:02 That’s what value add software was originally.

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Indigo Marketing Agency

MARCH 24, 2025

AI-powered tools are transforming various facets of advisory businesses, including client engagement, portfolio management, compliance, and more. By reducing meeting preparation and documentation time from an hour to just 5-10 minutes, advisors can allocate more time to personalized client interactions and strategic planning.

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