Brown Advisory’s Post

The most exciting thing coming out of Chapel Hill 🏀 is not what you think...unless you know gradutating senior 🎓 , Rodrigo Hernández-Farrera. My meeting with Rodrigo was easily the highlight of my week, as I was so encouraged by his curiosity, conviction, and boldness. As a leader on the Kenan-Flagler's Student Investment Fund, he's been challenging decades of conventional wisdom with respect to #investing. When presented with an opportunity to allocate to a weapons system manufacturer growing rapidly along with multiple global conflicts, he stood up. "I love the fundamental thesis, but I'm uncomfortable with the outcome." 💡 You see? He's thinking like an owner. When pitched a leading online gambling 🎲 stock with attractive growth prospects, he passed. "It's not just money or profit we have to consider." 💡 You see? He's thinking like someone with concern for his neighbor. Financial advisor friends, Rodrigo far from alone. He represents the silent majority of people curious enough, convicted enough, and bold enough to push back on the notion that investing is about profit seeking at all costs. He represents the future and the future is bright. Thank you, Jon Lane, CFP®, for the introduction! ✌🏼 ————————— 👋 I partner with financial advisors committed to growing 📈 revenue, increasing referrals ♻️, and deepening client relationships 🤝 by leveraging the values investing advantage. #faithdriveninvestor #valuesbasedinvesting #wealthmanagement

Hetty Green: Wall Street’s Long-Forgotten Queen **************************************** "People who are honest nowadays are accused of being mad." HETTY GREEN **************************************** Her enemies referred to her as the witch of Wall Street, which was a moniker that could not be further from the truth. The reality was she was among the most talented investors in US history (if not the most talented). She was also modest, honest, and charitable, which was so foreign to stock operators in the lawless markets of the Gilded Age that it was mistaken for witchcraft. For those who missed the webinar, please feel free to join in. In the second half, Michelle Seitz explains how she resurrected many of Hetty Green’s virtues to drive her rapid ascent in the investment profession.

What's Politics got to do with Commercial Real Estate? Unfortunately... everything. On our next Join Lunch Table, we break down the upcoming election with two worldly scholars, Mark G. Roberts, CFA, AIA, Director of Research with Crow Holdings and Cullum Clark, Director of the Bush Institute-Southern Methodist University Growth Initiative. Topics to include: *Where would you invest in 2025? *Is there really a housing shortage? *The (surprise) darling of real estate *How deflation could bullwhip it's way onto the scene Both of these gentlemen have spent their careers in the private business world as Presidents/CIO's/Chairmen of Hedge Funds and Family Offices, Professors, Directors, and Global Head of Research at organizations like Invesco US, the SMU Cox - Folsom Institute for Real Estate & the National Council of Real Estate Investment Fiduciaries (NCREIF), and others. This will be a great session to wrap up 2024 and talk politics without talking... politics. Best of luck to the host! #LunchTable #RealEstate

Link Logistics president and chief investment officer Nicholas Pell recently joined a Scholars of Finance fireside chat at Duke University, sharing his career and industry insights with students. Scholars of Finance is a nonprofit organization that empowers future finance leaders to pursue ethical, purpose-driven careers through mentorship, training and community support.

🌟✨It’s here! ✨🌟 The 18th edition of the Douglas Elliman | Knight Frank Wealth Report. The Wealth Report is the ultimate guide to prime property markets, global wealth distribution, the threats and opportunities for wealth, commercial property investment opportunities, philanthropy and luxury spending trends.   To learn more: Elliman.com/WealthReport 516.707.9022 [email protected] • • • #daliaelison #realestate #realestateagent #luxuryrealestate #luxuryrealtor #wealth #wealthreport #economy #economics #invest #investment #realestateinvesting #globalmarket #philanthropy #douglaselliman #douglasellimanlongisland #douglasellimannewyork #thenextmoveisyours

🏛️ David Swensen: The Architect of the Yale Model David Swensen’s diversified endowment strategy transformed institutional investing. His approach, known as the Yale Model, balances traditional and alternative assets. Swensen’s work is a reminder that innovation and strategic thinking can revolutionize even the most established systems. #DavidSwensen #YaleModel #InstitutionalInvesting #Diversification

🏛️ David Swensen: The Architect of the Yale Model David Swensen’s diversified endowment strategy transformed institutional investing. His approach, known as the Yale Model, balances traditional and alternative assets. Swensen’s work is a reminder that innovation and strategic thinking can revolutionize even the most established systems. #DavidSwensen #YaleModel #InstitutionalInvesting #Diversification

Our Chief Strategy Officer, Josh DeLoach, CFP®, CSRIC®, returned to his hometown of Palm Harbor, Florida this past weekend for some family time, as well as a visit with clients and business partners at the Valspar Championship. #valsparchampionship #palmharbor #florida #wealthmanagement #financialadvisor #financialadvisors #financialplanning #investments

Herbert Smith Freehills' Reshaping the UK Investment System series kicked off last week by bringing together senior figures from the investment landscape to discuss the systemic challenges facing the UK economy. Our first panel chaired by former HSF chair and senior partner James Palmer discussed the structural challenges of the current UK investment regime, with insights from Mercer UK chair Ashok Gupta (pictured), former CEO of Aberdeen Standard Life Sir Keith Skeoch, and New Financial founder and director William Wright (pictured). The second panel chaired by HSF capital markets and venture capital co-head Michael Jacobs explored ongoing market reforms and highlighted the need for more radical change moving forward. Fidelity International chair Peter Horrell (pictured), managing director and head of government advisory at Rothschild & Co Nicola King (pictured), and former chief executive of British Business Investments Catherine Lewis La Torre (pictured) all made the case. This series will continue with events and insights in the coming weeks, advocating for long-term policy thinking and better outcomes for individuals and the wider economy. #PublicMarkets #Plc #CapitalMarkets #Policy #Regulation #HerbertSmithFreehills

We cannot be more pleased to learn from Mark Higgins, CFA, CFP® and Michelle Seitz, both legends, about the “Wall Street’s Forgotten Queen” and how Hetty Green’s investing principles are evergreen! Thank you to two terrific organizations for co-producing this webinar: 100 Women In Finance and Financial Women of San Francisco. 👇 Join us!! 👇 Mimi Mengis Carolina De Brigard #womenininvestments #womeninvestors #investmentprinciples