Brown Advisory

People Behind the Strategy: Meet Song Wang, CFA, a Global Fixed Income Research Analyst. Hear how Song’s curiosity and enthusiasm to learn more led to his diverse professional experience and influences his current role as an analyst. #BrownAdvisory #PeopleBehindTheStrategy #FixedIncome

In the final Equity Beat of 2024, Eric Gordon, CFA, reflects on the S&P 500® Index’s successes during the year while considering the challenges of making predictions for a given year. He highlights technology, consumer preferences, and organizational behavior as key “macro factor” considerations for improving the quality of a business, suggesting a balanced approach of humility, knowledge of secular trends, and close monitoring of company fundamentals as we enter the new year. Subscribe to the Equity Beat Newsletter on LinkedIn: https://lnkd.in/gJ_7Up-6 Or visit the Brown Advisory website to browse additional insights: https://lnkd.in/gZUUWStR    #BrownAdvisory #EquityBeat #InvestmentManagement 

The race for AI supremacy is dramatically increasing electricity consumption, as hyperscalers, such as Microsoft, Google and Amazon, invest heavily in expanding data center capacity—straining an already outdated U.S. energy grid. In this episode, recorded live at our NOW conference in Austin, Brown Advisory's Katherine Kroll sat down with three experts—Dr. Brian Spears, Dr. Michael E. Webber and Alex Hernandez—to explore critical questions, including: -Is the data center expansion exaggerated? -How will it impact the energy transition? -What role will #nuclearenergy play? -What are the national security implications? Listen and subscribe here or wherever you get your podcasts: https://lnkd.in/g6HKCETm #BrownAdvisory #NOWPodcast #NOWATX #AI #DataCenters #EnergyTransition

We are delighted to welcome Kathleen McQuiggan to the team as a portfolio manager in our Boston office. Please join us in welcoming Kathleen, and read the full announcement on our website: https://lnkd.in/grT8MAi7

In this latest piece, Global Fixed Income Research Analysts Anna Rudgard and Yacine El-Mohri explore how #climatechange is reshaping European banks’ business models. Discover how sustainability-linked regulations are influencing these banks and who is leading the charge in sustainable finance. Learn more: https://lnkd.in/gjtE9dNW   #BrownAdvisory #FixedIncome #SustainableFinance   The Global Sustainable Total Return Bond Fund is a UCITS fund and not available to US Investors.

In a world fraught with geopolitical risks, the U.S. military is in a race to adapt its technology to the speed of artificial intelligence, quantum computing and increasing autonomy. In this conversation, recorded live at our NOW conference in Austin, Brown Advisory's Brett Gibson sat down with The Honorable Christine Fox and Dr. Casey Perley—ideal guides to explore defense tech innovation and the path to a safer world. Listen here or wherever you get your podcasts: https://lnkd.in/gPq5tpkb #BrownAdvisory #NOWPodcast #NOWATX #AI #DefenseTechnology

How do you turn tension into a productive force? In my latest Visionary Voices article, Matthew Barzun shares his unique approach to leadership, emphasizing the power of co-creation and constructive engagement. His career, from the tech industry to diplomacy, offers valuable lessons for all of us and his story is a powerful reminder of the importance of perspective and collaboration in achieving meaningful progress. #MatthewBarzun #Leadership #Innovation #StrategicThinking #VisionaryVoices

We are excited to announce that Sargent McGowan, CFA, has joined Brown Advisory as a partner and the Chief Investment Officer (CIO) for U.S. Endowments and Foundations. Prior to joining, Sarge served as a managing director and senior team member responsible for investing and managing the University of Virginia's endowment. With over 25 years of experience in global public and private equity, asset allocation and portfolio and risk management, Sarge brings a wealth of expertise that will be significantly additive to our Endowments and Foundations business. Please join us in welcoming Sarge.  You can read the full announcement on our website: https://lnkd.in/gwH_MgBt

People Behind the Strategy: Meet Ken Stuzin, Portfolio Manager of Brown Advisory’s Large-Cap Growth Strategy. Discover how Ken’s studies as an English Literature major influences him as an investor today and his belief that learning to think critically is essential. To learn more about the strategy click here https://lnkd.in/gTWJayKz

We were thrilled to kick off Navigating Our World (NOW) in Austin with deeply thoughtful perspectives on the shifting geopolitical landscape. In the wake of the U.S. election, Emily Harding, Sir Robin Niblett and James Harding (no relation) examined the geopolitical risks, alliances and power dynamics that could drive the new global order. It was a provocative discussion, reflecting the precarious state of our world. As you'll hear, Emily and Robin offer some unsettling—and illuminating—insights. Listen here or wherever you get your podcasts: https://lnkd.in/g-SPbjSD #BrownAdvisory #NOWPodcast #NOWATX