Sat.Mar 30, 2019 - Fri.Apr 05, 2019

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How to Get What You Want

The Irrelevant Investor

Last week I was on a panel in front of a room full of college students. A few of them have since reached out to me asking for tips on how to get into the financial industry. Unfortunately, I'm not the best person to give this sort of advice because I experienced a lot of trouble when I was in their shoes. I'm very lucky that things worked out for me because if it wasn't for a chance encounter , I might never have gotten my foot in the door.

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Zucked: Waking Up to the Facebook Catastrophe

Brown Advisory

Zucked: Waking Up to the Facebook Catastrophe. ajackson. Mon, 04/01/2019 - 05:30. Speaker: Roger McNamee, Author, Zucked: Waking Up to the Facebook Catastrophe; Managing Director, Elevation Partners. Moderator: Brett Gibson, Managing Partner, NextGen Venture Partners. Read the conference recap here.

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Best Accounting Technology Solution

SEI

SEI Archway awarded by Family Wealth Report

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How to Be Wrong and Think You’re Right

The Irrelevant Investor

Albert Edwards is famous in the financial world for being negative, to put it mildly, on anything and everything related to the future prospects of the world. By his own admission, he's been bearish for 23 years. Edwards recently shared the following chart which he claims vindicates his bearish take on global stocks even as they rose 300% (U.S. stocks did 450% over this time).

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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

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Animal Spirits: Netflix for Financial Planning

The Irrelevant Investor

On today's Animal Spirits we discuss: Teaching kids basic financial advice Financial literacy is an epic fail Netflix for financial planning There are a lot of rich people A hot take on Lyft Research affiliates symposium Listen here Recommendations Spending Time: The Most Valuable Resource New Ideas From Dead CEOs Tweets mentioned [link] Charts mentioned The post Animal Spirits: Netflix for Financial Planning appeared first on The Irrelevant Investor.

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How is the Market Doing?

The Irrelevant Investor

How is the market doing? This question is answered every day by countless media outlets: "In financial markets, the Dow gained 65 points today while the S&P 500 rose 0.13% and the NASDAQ tacked on 0.25%." This generic language has accompanied each of the 302 trading days since January 17, 2018. Since that time, these absolute daily changes add up to over 58,000 Dow points.

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Future of Mobility

Brown Advisory

Future of Mobility. ajackson. Mon, 04/01/2019 - 07:31. Speakers: Joe Deshotel, Manager of Government Relations and Community Affairs, Austin and San Antonio, Lime; Blanca LaBorde, Senior Manager of Government Relations, Bird; Jennifer Lee Krusius, Venture Partner, Columbia Capital. Moderator: Jacob Hodes, Head of Private Equity, Brown Advisory. Read the conference recap here.

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Curating Community: An Investment Thesis

Brown Advisory

Curating Community: An Investment Thesis. ajackson. Mon, 04/01/2019 - 08:34. Speakers: Matt Alexander, Co-Founder and CEO, Neighborhood Goods; Gesche Haas, Founder and CEO, Dreamers // Doers. Moderator: Alyssa Gill, Community Manager, NextGen Venture Partners. Read the conference recap here.

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Opportunity Zones: Spurring Economic Growth

Brown Advisory

Opportunity Zones: Spurring Economic Growth. ajackson. Mon, 04/01/2019 - 09:00. Speakers: Amy Bell, Senior Director, Tideline; John Lettieri, President and CEO, Economic Innovation Group; David Robinson, Co-Founder, Admiral Capital Group and NBA Hall of Famer. Moderator: Elise Liberto, CAIA, Private Equity Analyst, Brown Advisory. Read the conference recap here.

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What If Health Care Worked?

Brown Advisory

What If Health Care Worked? ajackson. Mon, 04/01/2019 - 09:32. Speakers: Elizabeth Teisberg, Ph.D., Executive Director, Value Institute for Health & Care, Dell Medical School, University of Texas at Austin. Read the conference recap here.

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Book of Secrets on the Month-End Close

Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.

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Leading a Global Business in Today's Complex Landscape

Brown Advisory

Leading a Global Business in Today's Complex Landscape. ajackson. Mon, 04/01/2019 - 09:33. Speaker: Rick Clemmer, CEO, NXP Semiconductors N.V. Moderator: Ken Stuzin, CFA, Portfolio Manager, Large-Cap Growth Strategy, Brown Advisory. Read the conference recap here.

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These Are the Goods

The Irrelevant Investor

Articles Factor funds underperform their academic factors by about 3% per year By Dan Rasmussen When a measure becomes the target it ceases to be a good measure By Ryan Krueger The people that missed the bubble spent the next eight years ridiculing the people who got sucked into it. By Jared Dillian Permanent information is what teaches you what to do with expiring information By Morgan Housel There are no hard and fast rules.

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Global Leaders Investment Letter - Q1 2019

Brown Advisory

Global Leaders Investment Letter - Q1 2019 ajackson Sun, 03/31/2019 - 09:50 Global Leaders Strategy Investment Letter - Q1 2019 In this letter the team discuss their thoughts on pricing power and the various nuances that surround this concept as one possible measure of the quality of a business. The team look at various scenarios using a fictional company and hypothetical data to explore the concept of pricing power in more detail.

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Global Leaders Investment Letter - Q1 2019

Brown Advisory

Global Leaders Investment Letter - Q1 2019. ajackson. Sun, 03/31/2019 - 09:50. Global Leaders Strategy Investment Letter - Q1 2019. In this letter the team discuss their thoughts on pricing power and the various nuances that surround this concept as one possible measure of the quality of a business. The team look at various scenarios using a fictional company and hypothetical data to explore the concept of pricing power in more detail. . .

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Stop Falling Short When It Matters Most—The Elite Advisor’s Playbook to Success

Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?