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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?
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. Moderator: Brad Dunn, Portfolio Manager; Meredith Shuey Etherington, Portfolio Manager.
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The Big Picture
FEBRUARY 21, 2023
You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. Like, I can just get private equity into my clients’ portfolios.
The Big Picture
AUGUST 20, 2024
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. Initially I joined to help them manage their equity portfolio.
Brown Advisory
APRIL 20, 2022
To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance on private equity, real estate and other less liquid “alternatives” to sustain their growth objectives and, ultimately, their charitable objectives. Good preparation is key to a successful audit.
Brown Advisory
SEPTEMBER 1, 2015
We currently own several companies across our portfolios that align with this paradigm, including Costco , TripAdvisor and Priceline. Richard Gamper, Strategic Planning Analyst, Brown Advisory. . Please download The Advisory to read other articles in this issue including: Europe's Slow Climb. Rude Awakening.
Brown Advisory
NOVEMBER 28, 2022
Continually assess where you stand today against your current financial and generational plans We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis.
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