Navigating Our World

Powering the Future of AI [Recorded Live at NOW Austin] Dec 12, 2024

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such as Microsoft, Google and Amazon, invest heavily in expanding data center capacity—straining an already outdated U.S. energy grid.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 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 nuclear energy play? What are the national security implications?

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The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client. The views expressed are solely for informational purposes and do not represent an endorsement of any political party or candidate.

National Security and the Frontier of Tech Innovation [Recorded Live at NOW Austin] Nov 27, 2024

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.

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The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client. The views expressed are solely for informational purposes and do not represent an endorsement of any political party or candidate.

A New World Order: The Shifting Geopolitical Landscape [Recorded Live at NOW Austin] Nov 20, 2024

In the wake of the U.S. election, Emily Harding, Robin Niblett and James Harding kicked off the NOW conference in Austin by examining the geopolitical risks, alliances and power dynamics that could drive the 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 quite illuminating—insights.

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The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client. The views expressed are solely for informational purposes and do not represent an endorsement of any political party or candidate.

The Case for Techno-Optimism | A Conversation with Marc Andreessen Nov 08, 2024

Marc Andreessen is one of the most influential Silicon Valley founders and investors, so when he talks about the future of tech, we want to pay attention. In this conversation, recorded live at our NOW conference in June 2024, Brown Advisory's Elise Liberto sat down with Marc to explore: why he's a techno-optimist, innovation in the age of AI, the state of venture capital, and lots more.

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The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Creating Breakthrough Cultures | A Conversation with Dr. Kim Budil Nov 08, 2024

As investors, we are keenly interested in what it takes to create and sustain cultures of excellence. In this conversation, recorded live at our NOW conference in San Francisco in June, Brown Advisory's Karina Funk sat down with Kim Budil, Director of the Lawrence Livermore National Laboratory. For Dr. Budil, stewarding a culture designed for transformational technical breakthroughs--such as fusion ignition--is a matter of national security and global stability.

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The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Sustainable investment considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision making. Sustainable investment analysis may not be performed for every holding in every strategy. Sustainable investment considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Certain strategies seek to identify companies that we believe may be desirable based on our analysis of sustainable investment related risks and opportunities, but investors may differ in their views. As a result, these strategies may invest in companies that do not reflect the beliefs and values of any particular investor. Certain strategies may also invest in companies that would otherwise be excluded from other funds that focus on sustainable investment risks. Security selection will be impacted by the combined focus on sustainable investment research assessments and fundamental research assessments including the return forecasts. These strategies incorporate data from third parties in its research process but do not make investment decisions based on third-party data alone.

Climate Week Bonus Episode | A Conversation with Dr. Ellen Stofan, The Smithsonian’s Under Secretary for Science and Research Sep 26, 2024

As long-term investors and stewards of our clients’ capital, we seek to uncover and reflect on all kinds of quantitative and qualitative information to optimize our investment decisions. For this special Climate Week episode, Brown Advisory’s Karina Funk sits down with Dr. Ellen Stofan, Under Secretary for Science and Research at the Smithsonian. They discuss the power of information and collaboration—especially in service of big questions around reducing carbon, promoting biodiversity, creating thriving communities, and discovering life beyond our solar system.

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The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Sustainable investment considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision making. Sustainable investment analysis may not be performed for every holding in every strategy. Sustainable investment considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Certain strategies seek to identify companies that we believe may be desirable based on our analysis of sustainable investment related risks and opportunities, but investors may differ in their views. As a result, these strategies may invest in companies that do not reflect the beliefs and values of any particular investor. Certain strategies may also invest in companies that would otherwise be excluded from other funds that focus on sustainable investment risks. Security selection will be impacted by the combined focus on sustainable investment research assessments and fundamental research assessments including the return forecasts. These strategies incorporate data from third parties in its research process but do not make investment decisions based on third-party data alone.

The Global Battle for Chips | A Conversation with Chris Miller Aug 12, 2024

Two seismic forces that are shaping our world--deglobalization and digitization--are colliding over a single inflection point: semiconductor chips. Chips are the building blocks of the global economy, an irreplaceable enabler of tens of trillions of dollars of annual economic activity. Geopolitically, the stakes could not be higher.

In this conversation, recorded at the NOW Conference in June 2024, Ben Bayat speaks with Chris Miller, author of Chip War: The Fight for the World's Most Critical Technology. They discuss the true marvel that is semiconductor manufacturing, the remarkably complex supply chain and its risks, the CHIPS act, the state of the global semiconductor industry, and the precarious national security implications of our collective reliance on these diminutive components.

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The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Sustainable investment considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision making. Sustainable investment analysis may not be performed for every holding in every strategy. Sustainable investment considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Certain strategies seek to identify companies that we believe may be desirable based on our analysis of sustainable investment related risks and opportunities, but investors may differ in their views. As a result, these strategies may invest in companies that do not reflect the beliefs and values of any particular investor. Certain strategies may also invest in companies that would otherwise be excluded from other funds that focus on sustainable investment risks. Security selection will be impacted by the combined focus on sustainable investment research assessments and fundamental research assessments including the return forecasts. These strategies incorporate data from third parties in its research process but do not make investment decisions based on third-party data alone.

A New World Order: China and the Geopolitical Landscape Jul 02, 2024

Global world order is shifting. The last four decades have seen a marked rise in the economic power of China and a simultaneous weakening in the stability of liberal democracies the world over. The outlook for the 2020s appears rife with uncertainty.

We kicked off our NOW conference in San Francisco with two China experts in conversation about the changing geopolitical landscape and the future of U.S.-China relations--covering topics that included Xi Jinping's vision, the rise of national security over economic interests, multinational business engagement in China, Taiwan, and more.

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The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Fault Lines and Frontiers: A New Cold War? Jun 03, 2024

Global world order is shifting. The last four decades have seen a marked rise in the economic power of China, and a simultaneous weakening in the stability of liberal democracies the world over.

As investors, how should we be thinking about the geopolitical outlook—and what might be on the horizon?

In the lead-up to Brown Advisory's "Navigating Our World" conference in San Francisco, Meredith Shuey Etherington sat down with leading foreign policy expert Sir Robin Niblett for insights into current hot and cold conflicts and long-term geopolitical risks, and how they may shape the context for our investment decisions.

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The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Energy Transition—Or Energy Expansion? May 21, 2024

About 10% of the world’s population lacks access to reliable energy. A third of the world lacks access to clean cooking fuels—a major health risk. At some point, renewable energy sources will likely fill these gaps—but until then, Steve Riney, President and CFO of Apache, argues, the focus needs to be on empowering people to connect to the global economy and on providing more of every form of energy.

As always, we want to listen to and learn from varied perspectives as part of the shift to a lower carbon economy. In this episode, Erika Pagel sits down with Steve to talk about why he thinks in terms of energy expansion rather than energy transition. They unpack his experiences and points of view, from his leadership position in an “unapologetic” oil and gas company. Steve and Erika cover changes in the energy industry, conventional vs. unconventional production, energy poverty, sustainability, and “doing the right thing” in a politicized environment.

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The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Sustainable investment considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision making. Sustainable investment analysis may not be performed for every holding in every strategy. Sustainable investment considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Certain strategies seek to identify companies that we believe may be desirable based on our analysis of sustainable investment related risks and opportunities, but investors may differ in their views. As a result, these strategies may invest in companies that do not reflect the beliefs and values of any particular investor. Certain strategies may also invest in companies that would otherwise be excluded from other funds that focus on sustainable investment risks. Security selection will be impacted by the combined focus on sustainable investment research assessments and fundamental research assessments including the return forecasts. These strategies incorporate data from third parties in its research process but do not make investment decisions based on third-party data alone.

The Energy Transition: the Essential Role of Lithium Dec 05, 2023

Lithium is the lightest metal, so soft that you can cut it with a knife. Its structure gives it the ability to store large amounts of energy, making it ideal for manufacturing batteries. As the world moves to create a lower-carbon economy, the energy transition may well hinge on lithium.

To learn more about lithium and its role in electrification and the shift to renewable energy sources, Brown Advisory's Erika Pagel sits down with Eric Norris, President of Energy Storage at Albemarle—the largest producer of lithium in the world.

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The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Sustainable investment considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision making. Sustainable investment analysis may not be performed for every holding in every strategy. Sustainable investment considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Certain strategies seek to identify companies that we believe may be desirable based on our analysis of sustainable investment related risks and opportunities, but investors may differ in their views. As a result, these strategies may invest in companies that do not reflect the beliefs and values of any particular investor. Certain strategies may also invest in companies that would otherwise be excluded from other funds that focus on sustainable investment risks. Security selection will be impacted by the combined focus on sustainable investment research assessments and fundamental research assessments including the return forecasts. These strategies incorporate data from third parties in its research process but do not make investment decisions based on third-party data alone.

The Energy Transition: Is "New" Nuclear the Answer? Jul 18, 2023

Nuclear power has had a controversial history. Today, however, it is often considered an essential energy source for a lower carbon future. In a continuation of our NOW series on the energy transition, Erika Pagel sits down with Joe Dominguez, CEO of Constellation, the leading operator of nuclear power plants in the US. Joe and Erika discuss progress in shifting to a lower carbon economy, where nuclear fits in, promising innovations, and what it will take to get to net zero by 2050.

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The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Sustainable investment considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision making. Sustainable investment analysis may not be performed for every holding in every strategy. Sustainable investment considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Certain strategies seek to identify companies that we believe may be desirable based on our analysis of sustainable investment related risks and opportunities, but investors may differ in their views. As a result, these strategies may invest in companies that do not reflect the beliefs and values of any particular investor. Certain strategies may also invest in companies that would otherwise be excluded from other funds that focus on sustainable investment risks. Security selection will be impacted by the combined focus on sustainable investment research assessments and fundamental research assessments including the return forecasts. These strategies incorporate data from third parties in its research process but do not make investment decisions based on third-party data alone.

The Energy Transition: Why Solar? Nov 21, 2022

As investors, we know that climate risk is real—and that we cannot achieve real climate action without a material shift to renewable energy sources. So, as we think about driving toward a lower carbon economy, we want to understand different opportunities and perspectives across the energy landscape. In this episode we are diving into renewables, and specifically into solar power. Brown Advisory's Erika Pagel sits down with Raghu Belur, the Co-founder and Chief Products Officer of Enphase Energy, which has revolutionized the solar industry with its microinverter-based technology. Erika and Raghu explore solar—in terms of economics, job creation, energy security and climate action.

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The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Sustainable investment considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision making. Sustainable investment analysis may not be performed for every holding in every strategy. Sustainable investment considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Certain strategies seek to identify companies that we believe may be desirable based on our analysis of sustainable investment related risks and opportunities, but investors may differ in their views. As a result, these strategies may invest in companies that do not reflect the beliefs and values of any particular investor. Certain strategies may also invest in companies that would otherwise be excluded from other funds that focus on sustainable investment risks. Security selection will be impacted by the combined focus on sustainable investment research assessments and fundamental research assessments including the return forecasts. These strategies incorporate data from third parties in its research process but do not make investment decisions based on third-party data alone.

The Energy Transition: What Role Should/Can/Will Traditional Energy Companies Play? Oct 25, 2022

In part 1 of our energy transition series, Dr. Atul Arya, Chief Energy Strategist of S&P Global, said, "Energy companies are really good at putting steel in the ground and building stuff." In his mind, they must be part of the solution to create a low-carbon economy. So, in part 2, Brown Advisory's Erika Pagel explores the role of traditional energy companies with Allyson Book, the Chief Sustainability Officer of Baker Hughes, an engineering and technology provider that works with many of the largest global traditional oil and gas companies. How are the companies that built their businesses on fossil fuels facilitating a transition to a more sustainable, lower-carbon future?

Guest:
Allyson Book,Chief Sustainability Officer, Baker Hughes

Host:
Erika Pagel, CIO for Sustainable Investing; Portfolio Manager, Brown Advisory

Recommended reading:

Recommended listening:

Thank you for joining us on our podcast journey. To stay in touch about future podcasts, please sign up here. Visit our website to learn more: www.brownadvisory.com/now.

We want to hear from you! Send a note to NOW@brownadvisory.com to get in touch.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

The Future of Cities: What We Can Learn from San Francisco Apr 30, 2021

In this episode, Brown Advisory’s Meredith Shuey Etherington, a San Francisco-based portfolio manager, speaks with Fred Blackwell, CEO of the San Francisco Foundation, and Craig Young, Managing Principal of Tidewater Capital, to examine whether the Bay Area and San Francisco can retain and even enhance their identity as the home of the innovation economy.

San Francisco has been a paradox for decades—at once a stunningly beautiful city at the epicenter of high-tech innovation, and a fragile community grappling with various social crises, the highest cost of living in the U.S. and a vast wealth gap. The pandemic intensified many of the city’s problems, and recent headlines have revealed a string of companies moving their headquarters from the Bay Area to Austin, Miami and elsewhere. Our conversation looks at the challenges and opportunities that will shape San Francisco’s future. Later in the podcast, Brown Advisory’s JJ Baylin and Amy Hauter join Meredith to discuss how we are investing in the future of cities for our clients.

Guests:
Fred Blackwell
CEO, San Francisco Foundation

Craig Young
Managing Principal, Tidewater Capital

Host:
Meredith Shuey Etherington
Portfolio Manager, Brown Advisory

Investment Commentary:

JJ Baylin
Private Equity Analyst, Brown Advisory

Amy Hauter, CFA
Portfolio Manager; Head of Sustainable Fixed Income, Brown Advisory

Background Reading

Curb-cut effect, Angela Glover Blackwell, Stanford Innovation Review
Is Silicon Valley Dead? Not According to Venture Dollars, Wired, April 14, 2021
New California State Credit Will Fund Homes For Mentally Ill People, The Bond Buyer, November 14, 2019
Solving the Housing Crisis Is Key to Inclusive Prosperity in the Bay Area, PolicyLink; USC Program for Environmental and Regional Equity; The San Francisco Foundation

Thank you for joining us on our podcast journey. To stay in touch about future podcasts, please sign up here. Visit our website to learn more: www.brownadvisory.com/now.

We want to hear from you! Send a note to NOW@brownadvisory.com to get in touch.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Sustainable investment considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision making. Sustainable investment analysis may not be performed for every holding in every strategy. Sustainable investment considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Certain strategies seek to identify companies that we believe may be desirable based on our analysis of sustainable investment related risks and opportunities, but investors may differ in their views. As a result, these strategies may invest in companies that do not reflect the beliefs and values of any particular investor. Certain strategies may also invest in companies that would otherwise be excluded from other funds that focus on sustainable investment risks. Security selection will be impacted by the combined focus on sustainable investment research assessments and fundamental research assessments including the return forecasts. These strategies incorporate data from third parties in its research process but do not make investment decisions based on third-party data alone.

Making a Living While Making a Life: The Power of Microbusinesses with Etsy and GoDaddy Apr 01, 2021

Microbusinesses are becoming a way of life for more and more people; these very small businesses are often sole proprietorships or have just a few employees, yet can provide meaningful household income for millions of people. Digital platforms make many of these businesses possible, and companies like Etsy and GoDaddy have been an essential backbone for microbusinesses, especially during the pandemic (Etsy sellers contributed $13 billion and almost 3 million jobs to the economy last year).

For this NOW episode, Brown Advisory technology analyst and portfolio manager Emmy Wachtmeister sat down with Althea Erickson, VP of Global Public Policy & Impact at Etsy, and Alex Rosen, Director of GoDaddy's Venture Forward project, to discuss the evolution of microbusinesses, and what they mean for the growth and resilience of our communities. Later, David Powell, co-portfolio manager of Brown Advisory's Large-Cap Sustainable Growth strategy, joined Emmy to discuss takeaways for investors (36:18).

Guests:
Althea Erickson
Vice President, Global Public Policy & Impact, Etsy

Alex Rosen
Venture Forward Director, GoDaddy

Host:
Emmy Wachtmeister, CFA
Equity Research Analyst, Brown Advisory

Investment Commentary:
David Powell, CFA

Portfolio Manager, Brown Advisory

Background Reading

Venture Forward Report, Fall 2020
How Microbusinesses Have Blunted the Impact of COVID-19, GoDaddy, July 28, 2020
Fabric of Their Lives, Smithsonian Magazine, October 2006
Gee's Bend Quiltmakers, Souls Grown Deep

Thank you for joining us on our podcast journey. To stay in touch about future podcasts, please sign up here. Visit our website to learn more: www.brownadvisory.com/now.

We want to hear from you! Send a note to NOW@brownadvisory.com to get in touch.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Solving World Hunger through Innovation | Part 2 Mar 01, 2021

Solving world hunger—or “food insecurity”—is really hard. The solutions are not particularly sexy, and they require a very long-term outlook. We wanted to learn more about the problem and the innovators who are working to solve it.

In part 1 of this conversation, Brown Advisory's Emily High Daniels sat down with two leaders at opposite ends of the impact spectrum. Barron Segar, President and CEO of the World Food Program USA (the program was awarded the 2020 Nobel Peace Prize), is driving innovation and progress on a massive global scale. Mira Mehta is the Founder and CEO of Tomato Jos, a for-profit social enterprise whose mission is to make farming profitable and sustainable for smallholder farmers, while moving their communities toward the middle class. Listen to this conversation in Season 2 | Episode 3.

In this episode—part 2—we welcome two more entrepreneurs. Ezinne Uzo-Okuro, CEO of Terraformers, is using her background as a NASA scientist to empower people to grow healthy food and create sustainable livelihoods. Manuela Zierau, Global Lead of H2Grow, works with communities to grow food—and well-being—in impossible places. Private Client CIO Sid Ahl and CrossBoundary’s Kirtika Challa join Emily to discuss investment takeaways.

Guests:
Barron Segar
CEO, World Food Program USA

Manuela Zierau
Venture Project Manager, H2Grow

Ezinne Uzo-Okuro
CEO, Terraformers

Host:
Emily High Daniels
Strategic Advisor, Brown Advisory

Investment Commentary:

Sid Ahl, CFA
CIO for Private Client, Endowments and Foundations, Brown Advisory

Kirtika Challa
Head of Tunisia Advisory, CrossBoundary

Background Reading

Growth in the Time of COVID: How a Hydroponics Project is Keeping Refugees in Chad Fed During the Pandemic, WFP Innovation Accelerator, December 18, 2020
A Nigerian Tomato-Farming Business Shows the Human Impact of Private Investment, Invest, USAID, August 21,2020
Unlocking Innovation to Disrupt Global Hunger, Fast Company, July 29, 2020
COVID-19 is Exacerbating Food Shortages in Africa, World Economic Forum, April 27, 2020
United Nations Sustainable Development Goal 2: Zero Hunger
United Nations World Food Programme | Nigeria
Hunger in America, Feeding America

Thank you for joining us on our podcast journey. To stay in touch about future podcasts, please sign up here. Visit our website to learn more: www.brownadvisory.com/now.

We want to hear from you! Send a note to NOW@brownadvisory.com to get in touch.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Solving World Hunger through Innovation | Part 1 Feb 22, 2021

Featuring Barron Segar, USA CEO of Nobel Peace Prizewinner World Food Program, and Mira Mehta, Founder/CEO, Tomato Jos

Solving world hunger—or “food insecurity”—is really hard. The solutions are not particularly sexy, and they require a very long-term outlook. We wanted to learn more about the problem and those who are trying to solve it.

In part 1 of this conversation, Brown Advisory's Emily High Daniels sat down with two leaders at opposite ends of the impact spectrum. Barron Segar, President and CEO of the World Food Program USA (the program was awarded the 2020 Nobel Peace Prize), is driving innovation and progress on a massive global scale. Mira Mehta is the Founder and CEO of Tomato Jos, a for-profit social enterprise whose mission is to make farming profitable and sustainable for smallholder farmers, while moving their communities toward the middle class. From their very different vantage points, Barron and Mira show us how scalable innovation and long-term thinking can translate into progress over time.

In part 2 (which will drop next week), we welcome two additional entrepreneurs (Ezinne Uzo-Okuro, CEO of Terraformers, and Manuela Zierau, Global Lead of H2Grow). Then Emily sits down with Brown Advisory’s Sid Ahl and Kirtika Challa, who leads the Tunisian advisory practice for frontier-market advisor CrossBoundary, to discuss the investment implications for clients.

Guests:
Barron Segar
CEO, World Food Program USA

Mira Mehta
Founder and CEO, Tomato Jos

Host:
Emily High Daniels
Strategic Advisor, Brown Advisory

Background Reading

A Nigerian Tomato-Farming Business Shows the Human Impact of Private Investment, Invest, USAID, August 21,2020
COVID-19 is Exacerbating Food Shortages in Africa, World Economic Forum, April 27, 2020
United Nations Sustainable Development Goal 2: Zero Hunger
United Nations World Food Programme | Nigeria
Hunger in America, Feeding America

Thank you for joining us on our podcast journey. To stay in touch about future podcasts, please sign up here. Visit our website to learn more: www.brownadvisory.com/now.

We want to hear from you! Send a note to NOW@brownadvisory.com to get in touch.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Exploring the Future of Energy with Daniel Yergin Dec 12, 2020

In our latest episode, Dr. Daniel Yergin—a leading global authority on energy, economics and geopolitics, and Pulitzer Prize-winning author—sits down with Brown Advisory’s Jane Korhonen to discuss the future of energy, and how that future may shape innovation, international relations and the economy in the years ahead. The stakes are high: Climate change is creating an urgent need for a lower-carbon economy, and the incoming Biden administration will face the daunting challenge of reigniting the U.S. economy in the wake of the pandemic, and energy may be a critical catalyst of that recovery.

We are grateful to Dr. Yergin for sharing his insights with us. The episode also includes a follow-up conversation between Jane and Brown Advisory’s Chief Investment Officer, Paul Chew, in which they discuss some of the implications for investors.

Guest:
Daniel Yergin, Ph.D. Pulitzer Prize-winning Author and Vice Chair, IHS Markit

Host:
Jane Korhonen, CFA
Portfolio Manager, Brown Advisory

Paul Chew, CFA
Chief Investment Officer, Brown Advisory

Background Reading

The New Green Energy Giants Challenging Exxon and BP, The Wall Street Journal, December 11, 2020 (subscription)
Progress and Potential for Electric Vehicles to Reduce Carbon Emissions, Resources for the Future, December 8, 2020
The New Energy Giants are Renewable Companies, Bloomberg, November 30, 2020 (subscription)
Coronavirus Pandemic Speeds Shift to Cleaner Energy; The Wall Street Journal, October 13, 2020 (subscription)
Beijing is Winning the Clean Energy Race, Foreign Policy, October 2, 2020
The New Map: Energy, Climate and the Clash of Nations, Daniel Yergin, Ph.D., 2020
The Prize: The Epic Quest for Oil, Money & Power, Daniel Yergin, Ph.D., 2008

Thank you for joining us on our podcast journey. To stay in touch about future podcasts, please sign up here.

We want to hear from you! Send a note to NOW2020@brownadvisory.com to get in touch.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Sustainable investment considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision making. Sustainable investment analysis may not be performed for every holding in every strategy. Sustainable investment considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Certain strategies seek to identify companies that we believe may be desirable based on our analysis of sustainable investment related risks and opportunities, but investors may differ in their views. As a result, these strategies may invest in companies that do not reflect the beliefs and values of any particular investor. Certain strategies may also invest in companies that would otherwise be excluded from other funds that focus on sustainable investment risks. Security selection will be impacted by the combined focus on sustainable investment research assessments and fundamental research assessments including the return forecasts. These strategies incorporate data from third parties in its research process but do not make investment decisions based on third-party data alone.

Alan Jope Discusses the Secrets of Building a Purpose-Driven Business that Does Good and Performs Well Nov 29, 2020

Thinking that you have to trade off financial performance and sustainability is a “false dichotomy” and a “ridiculous mindset,” according to Alan Jope, CEO of Unilever, one of the largest consumer goods companies on the planet. Jope wants Unilever to be famous for three things: creating an envied portfolio of purpose-driven brands, proving the link between sustainable business and better financial outcomes, and serving as a beacon for diversity and inclusion—and he believes that radical transparency is the way to get there.
Brown Advisory’s Mick Dillon, Co-Portfolio Manager of the Global Leaders equity strategy, sat down with Jope to discuss radical transparency, attracting the next generation of consumers and employees, shaping social and environmental change, the power of capitalism and the need to evolve it. And then Mick and sustainability specialist Katherine Kroll sat down the next day to consider their takeaways as investors.

Navigating Our World is the podcast where we seek insights about some of the most pressing questions that we face as investors and as a society. We examine “what’s next”—the forces shaping the post-pandemic world, moving capital and raising the future—with the thoughtful experts across our network. These conversations help us make better decisions for our clients, and we welcome you to join us. Stay tuned at the end of each episode for our investment team’s observations and analysis.

Guest:
Alan Jope, CEO, Unilever

Host:
Mick Dillon, CFA
Portfolio Manager, Brown Advisory

Katherine Kroll
Senior Institutional Sustainable Investing Specialist, Brown Advisory

Background Reading:

The Circular Economy: A Transformative Covid-19 Recovery Strategy, Ellen MacArthur Foundation, October 27, 2020
Unilever is Using Geolocation Data and Satellite Imagery to Check for Deforestation in Its Supply Chain, CNBC, September 24, 2020
Global Leaders Strategy: 2019 ESG Transparency Report, July 14, 2020
Dove Self-Esteem Project | Our Mission in Action, April 22, 2020

If you would like to explore this issue in more depth, visit the sustainable investing section of our website, where you can find thought pieces by our ESG analysts.

Thank you for joining us on our podcast journey. To stay in touch about future podcasts, please sign up here.

We want to hear from you! Send a note to NOW2020@brownadvisory.com to get in touch.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Special Climate Week Edition | Fighting Fire: Investing in Climate Resilience Sep 26, 2020

With devastating wild fires and floods filling our news feeds, the consequences of a changing climate have rarely felt more acute or urgent. In the midst of Climate Week, Brown Advisory’s Karina Funk sat down with Kate Gordon, who leads climate policy for the state of California and is one of the world’s foremost authorities on the intersection of business and climate.

As investors, we are constantly looking for opportunities to mitigate climate risk and support climate solutions. If we can help improve outcomes for the people impacted by climate change, we can generate returns for all of our stakeholders—our clients, colleagues and communities. With California as an epicenter of both climate-based tragedy and innovation, Karina and Kate talk about the ongoing crisis, investing in solutions, and the state’s announcement this week to move toward selling only zero-emissions vehicles by 2035.

Guest
Kate Gordon, Director, California Governor's Office of Planning and Research; Climate Advisor to Governor Newsom

Host:
Karina Funk, CFA
Portfolio Manager; Chair of Sustainable Investing, Brown Advisory

Background Reading:

Governor Newsom Announces California Will Phase Out Gasoline-Powered Cars & Drastically Reduce Demand for Fossil Fuel in California’s Fight Against Climate Change, September 23, 2020
How Climate Migration Will Reshape America, The New York Times, September 20, 2020
A Climate Reckoning in Fire-Stricken California, The New York Times, September 10, 2020
Putting California on the High Road: A Jobs and Climate Action Plan for 2030, UC Berkeley Labor Center, September 3, 2020
Addressing Climate Change: Principles and Policies, Business Roundtable, September 2020
Portfolio Climate Risk Management: Case Studies on Evolving Best Practices, Ceres, July 2020

If you would like to explore this issue in more depth, visit the sustainable investing section of our website, where you can find thought pieces by our ESG analysts.

Thank you for joining us on our podcast journey. To stay in touch about future podcasts, please sign up here.

We want to hear from our listeners and learn from your thoughts and feedback. Please leave a review or take a moment to fill out a brief questionnaire on our website. It should take less than two minutes to complete. Thank you.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Sustainable investment considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision making. Sustainable investment analysis may not be performed for every holding in every strategy. Sustainable investment considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Certain strategies seek to identify companies that we believe may be desirable based on our analysis of sustainable investment related risks and opportunities, but investors may differ in their views. As a result, these strategies may invest in companies that do not reflect the beliefs and values of any particular investor. Certain strategies may also invest in companies that would otherwise be excluded from other funds that focus on sustainable investment risks. Security selection will be impacted by the combined focus on sustainable investment research assessments and fundamental research assessments including the return forecasts. These strategies incorporate data from third parties in its research process but do not make investment decisions based on third-party data alone.

Widening the Aperture in Venture Capital: A Conversation about Expanding Diversity & Inclusion in Silicon Valley and Beyond Jul 30, 2020

The data tell the story: Less than 1% of venture capital in the United States is invested in companies led by Black entrepreneurs. Add "female" as a data filter and it drops to 0.2%. Amid reckoning with legacies of racial injustice, we wanted to examine how a lack of representation in the startup ecosystem hinders access to capital for diverse founders. Brown Advisory’s Keith Stone sits down with three thought leaders in the venture industry—Charles Hudson, Richard Kerby and Monique Woodard—to explore paths to a growth economy where an expanded set of innovators and ideas can thrive.

Guests:

Charles Hudson, Founder & Managing Partner, Precursor Ventures
Monique Woodard, Founder, Cake Ventures
Richard Kerby, Co-founder & General Partner, Equal Ventures

Host:
Keith Stone, CAIA
Private Equity Analyst, Brown Advisory

Background Reading:

A VC’s Guide to Investing in Black Founders, Harvard Business Review, June 19, 2020
Precursor Ventures’ Charles Hudson on ‘the conversation no one has during an upmarket’, TechCrunch (subscription), April 24, 2020
The Black Founder List, February 28, 2020
Cities Using Capital to Build More Inclusive Ecosystems, November 6, 2019
Where Black Female Founders Can Find Funding, Resources, and More, September 22, 2019
Where Did You Go to School?, July 30, 2018

Thank you for joining us on our podcast journey. To stay in touch about future podcasts, please sign up here.

We want to hear from our listeners and learn from your thoughts and feedback. Please leave a review or take a moment to fill out a brief questionnaire on our website. It should take less than two minutes to complete. Thank you.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

“We're In It Together”: Why partnership is the key to understanding the universe and protecting our shared future Jul 07, 2020

Speaking with astrophysicist Jason Kalirai is a lesson in perspective. In this episode, Brown Advisory’s Ken Stuzin sits down with Dr. Kalirai to learn how he collaborates across national boundaries to explore the vastness of the universe and find answers to existential questions. As Dr. Kalirai points out, when you look at our planet from space, you see one world with no borders—just land, ocean, air and life—which provides a great antidote to our often polarized experience on Earth.

Guest:
Jason Kalirai, PhD
Space Exploration Sector

Mission Area Executive for Civil Space

Johns Hopkins University Applied Physics Laboratory

Host:
Ken Stuzin
Portfolio Manager, Brown Advisory

Background Reading:

American Spaceflight is Now in Elon Musk’s Hands, The Atlantic, May 27, 2020
Hubble Marks 30 Years of Seeing a Universe Being Born and Dying, The New York Times, April 24, 2020
The Sun is Still a Burning Mystery. That May Be About to Change, National Geographic, February 7, 2020
Ocean Worlds, NASA

We want to hear from our listeners and learn from your thoughts and feedback. Please leave a review or take a moment to fill out a brief questionnaire on our website. It should take less than two minutes to complete. Thank you.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Children in Crisis: How a Focus on Partnership and Education Can Brighten the Future Jun 30, 2020

Caryl Stern, long-time CEO at UNICEF USA and now executive director at the Walton Family Foundation, has spent her career focused on elevating the well-being of children. While Caryl is deeply concerned about the inequities that the pandemic is exacerbating, she is also profoundly energized about the current innovation, partnerships and social justice movements that can deliver quality education and opportunity for our next generation.

Guest:
Caryl M. Stern
Executive Director, Walton Family Foundation

Host:
Dune Thorne, CTFA, CWS

Head of Private Client Growth and Strategy, Brown Advisory

Background Reading:

The Results are in for Remote Learning: It Didn’t Work, The Wall Street Journal, June 5, 2020
COVID-19 and Student Learning in the United States: The Hurt Could Last a Lifetime, McKinsey, June 1, 2020
The Class Divide: Remote Learning at 2 Schools, Private and Public, The New York Times, May 9, 2020
The Future of Philanthropy, Ford Foundation
I Believe in ZERO: Learning from the World’s Children

We want to hear from our listeners and learn from your thoughts and feedback. Please leave a review or take a moment to fill out a brief questionnaire on our website. It should take less than two minutes to complete. Thank you.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

"It’s Okay Not To Be Okay": Shining a Spotlight on Our Mental Health in 2020 Jun 23, 2020

The concurrent crises of the pandemic, economic fallout and racial inequities are creating a recipe for another crisis—in mental health. Brown Advisory’s Bertie Thomson sits down with Dr. Ray DePaulo of Johns Hopkins Medicine, Kristen Roby Dimlow of Microsoft and Dr. Richard Frank of Harvard Medical School to gain a deeper understanding of the stressors, as well as solutions, posed by this challenging time.

Guests:
J. Raymond DePaulo Jr., M.D.
Co-director, Mood Disorders Center, Johns Hopkins Medicine

Kristen Roby Dimlow
Corporate Vice President, Human Resources, Microsoft

Richard Frank, Ph.D.
Professor of Health Economics, Harvard Medical School

Host:
Bertie Thomson, CFA
Portfolio Manager, Brown Advisory

Background Reading:

We want to hear from our listeners and learn from your thoughts and feedback. Please leave a review or take a moment to fill out a brief questionnaire on our website. It should take less than two minutes to complete. Thank you.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Impact Investing: The Importance of Resilience and Engagement in the "Never Normal" Jun 16, 2020

The UN Sustainable Development Goals provide a framework for addressing global challenges related to poverty, inequality, climate change, environmental degradation, peace and justice. Achieving them was never going to be straightforward—and that was before we faced a global pandemic, economic crisis, and the manifestation of centuries of racial violence and injustice. Investors have a particular role to play in pulling levers that make a difference.
Brown Advisory’s CIO of Sustainable Investing, Erika Pagel, sits down with Lynelle Cameron of Autodesk and Brian Rice of CalSTRS, who are each focused on creating long-term sustainable impact through resilience and engagement.

Guests:
Lynelle Cameron
Vice President, Sustainability, Autodesk; CEO, Autodesk Foundation

Brian Rice
Portfolio Manager, CalSTRS

Host:
Erika Pagel
CIO of Sustainable Investing, Brown Advisory

Background Reading:

Investing with SDG Outcomes: A Five-Part Framework, UN Principles for Responsible Investment, June 2020
Autodesk FY2020 Sustainability Report
Predictive Analytics Can Deliver More Sustainable Outcomes, Confluence Philanthropy, March 18, 2020
UN Sustainable Development Goals

We want to hear from our listeners and learn from your thoughts and feedback. Please leave a review or take a moment to fill out a brief questionnaire on our website. It should take less than two minutes to complete. Thank you.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Sustainable investment considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision making. Sustainable investment analysis may not be performed for every holding in every strategy. Sustainable investment considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Certain strategies seek to identify companies that we believe may be desirable based on our analysis of sustainable investment related risks and opportunities, but investors may differ in their views. As a result, these strategies may invest in companies that do not reflect the beliefs and values of any particular investor. Certain strategies may also invest in companies that would otherwise be excluded from other funds that focus on sustainable investment risks. Security selection will be impacted by the combined focus on sustainable investment research assessments and fundamental research assessments including the return forecasts. These strategies incorporate data from third parties in its research process but do not make investment decisions based on third-party data alone.

Citizens of Cyberspace: Who is in charge? Jun 09, 2020

Technology rules the way we communicate, connect, consume and collaborate. For both companies and governments, this provides incredible economic and infrastructure opportunities, but also exposes massive risks to security and privacy.
Brown Advisory’s Lauren Cahalan sits down with one of the nation's leading thinkers on these issues to discuss the challenges posed by technology’s penetration of all aspects of our lives, the responsibility of organizations to identify misinformation and protect our privacy, and how these issues have been heightened by the pandemic.

Host:
Lauren Cahalan
Equity Research Analyst, Brown Advisory

Background Reading:

Who Moderates the Social Media Giants? NYU Stern, Center for Business and Human Rights, June 2020
Facebook, Twitter and Google Write Their Own Rules for Political Ads—and What You See, The Wall Street Journal, June 4, 2020
One Nation, Tracked, The New York Times, December 19, 2019
The Decade Tech Lost Its Way: An Oral History of the 2010s, The New York Times, December 15, 2019
A Declaration of the Independence of Cyberspace, John Perry Barlow, February 8, 1996

We want to hear from our listeners and learn from your thoughts and feedback. Please leave a review or take a moment to fill out a brief questionnaire on our website. It should take less than two minutes to complete. Thank you.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Freedom to Read: A conversation with Dr. Carla Hayden, Librarian of Congress Jun 02, 2020

For Dr. Carla Hayden, libraries are freedom in action: Whether physical or online, libraries provide all people access to information, opportunity and education. As the Librarian of Congress, and the first woman and person of color to hold this position, Dr. Hayden leads the oldest federal cultural institution in the U.S.—yet it is anything but stale. Brown Advisory’s Jacob Hodes talks with Dr. Hayden about digitizing millions of items, creating an app for burgeoning hip hop artists, and turbo-charging the Library’s online resources during the pandemic. In the podcast, Dr. Hayden shares her passion for libraries as pivotal elements of our social infrastructure—they link us to the lessons of the past and bring people together to create the future.

Guests:
Carla Hayden, Ph.D.
Librarian of Congress

Host:
Jacob Hodes
Head of Private Equity, Brown Advisory

Background Reading:

We want to hear from our listeners and learn from your thoughts and feedback. Please leave a review or take a moment to fill out a brief questionnaire on our website. It should take less than two minutes to complete. Thank you.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Click. Connect. Change the World. How Gen Z lives every day on a global scale May 26, 2020

Gen Z is the future. Born between 1996 and 2012, this generation is the largest, most diverse cohort on the planet, with over $140 billion in purchasing power. And they may be more impacted by the global pandemic than any other generation. Brown Advisory’s Katherine Kroll speaks with Gen Z experts Ziad Ahmed, Joel Flory and Denise Villa to understand what Gen Zers care about and how their decisions as consumers and as culture-carriers will pave the way for our collective future.

Guests:
Ziad Ahmed
Founder and CEO, JUV Consulting

Joel Flory
Co-founder and CEO, VSCO

Denise Villa, Ph.D.
CEO, Center for Generational Kinetics

Host:
Katherine Kroll
Senior Sustainable Investing Specialist

Background Reading:

This Summer Will Scar Young Americans for Life, The Atlantic, May 28, 2020
On the Cusp of Adulthood and Facing an Uncertain Future: What We Know about Gen Z So Far, Pew Research Center, May 4, 2020
Gen Z is Redefining Creativity as Wellness During the Pandemic, VSCO blog post, January 31, 2020
For Young People, Two Defining Events: COVID-19 and Climate Change, National Geographic, April 28, 2020
The State of Gen Z: A New Generation Emerges — and Brings Tremendous Change, The Center for Generational Kinetics, 2019-2020

Please visit the Navigating Our World website to listen to our first episode: We've Been Here Before (and Made It Through): A Conversation with Jon Meacham, historian and Pulitzer Prize-winning author.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

The Fire & The Flood: Managing the threats of a global pandemic and changing climate May 19, 2020

Our house sits next to a river. We see the water slowly rising year after year and threatening to flood the foundation. Then, a house fire erupts. What do we do? If we don’t act against both the fire and flood, our house will be gone.

Doug Baker, Chairman and CEO of Ecolab, believes climate change is a serious business risk that must be addressed even amidst a burning pandemic, as he describes in his house-on-a-river parable. In conversation with Brown Advisory’s Karina Funk, Baker discusses climate risk and lessons of the pandemic from his vantage point at the helm of Ecolab, which provides technology for clean water, safe food and hygienic environments to three million businesses around the world.

Guest:
Doug Baker
Chairman and CEO, Ecolab

Host:
Karina Funk, CFA
Portfolio Manager; Chair of Sustainable Investing, Brown Advisory

Background Reading:

The Unlikely Environmentalists: How the Private Sector Can Combat Climate Change, Foreign Affairs, May/June 2020
Leading a New Era of Climate Action, Harvard Business Review, January 31, 2020
Larry Fink's Annual Letter to CEOs, BlackRock, January 14, 2020
Let’s Make Water Chapter One of the Climate Story, LinkedIn, September 25, 2019

Please visit the Navigating Our World website to listen to our first episode: We've Been Here Before (and Made It Through): A Conversation with Jon Meacham, historian and Pulitzer Prize-winning author.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Friend or Foe?: How the Pandemic is Shaping U.S.-China Relations May 12, 2020

The coronavirus pandemic raises many questions about the U.S.-China relationship – including how the two countries will address globalization, supply chains, technology and the environment going forward. Porter Schutt talks with two long-time students of China, Andy Rothman, investment strategist at Matthews Asia, and Linda Yueh, economist at the University of Oxford, to delve into the economic, cultural and geopolitical implications of the crisis.

Guests:
Andy Rothman
Investment Strategist, Matthews Asia

Linda Yueh, Ph.D.
Fellow in Economics, St Edmund Hall, University of Oxford;
Adjunct Professor of Economics, London Business School

Host:
Porter Schutt
Portfolio Manager; Head of Delaware Office, Brown Advisory

Background Reading:

Please visit the Navigating Our World website to listen to our first episode: We've Been Here Before (and Made It Through): A Conversation with Jon Meacham, historian and Pulitzer Prize-winning author.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Is Polarization Killing Democracy? May 05, 2020

According to Yascha Mounk, our guest on this week’s episode of Navigating our World, polarization poses an existential threat to democracy. In a conversation with Brown Advisory’s Jordan Wruble, Dr. Mounk examines the forces he feels are undermining our political systems, and discusses how the coronavirus pandemic might have the potential to bring us closer together.

Yascha Mounk is the author of The People vs. Democracy: Why Democracy Is in Danger & How to Save It, a professor at Johns Hopkins University, and a leading expert on global politics.

Guest:
Yascha Mounk, Ph.D.
Associate Professor of Practice, International Affairs, Johns Hopkins University

Host:
Jordan Wruble
Head of Manager Research, Brown Advisory

Background Reading:
No Testing, No Treatment, No Herd Immunity, No Easy Way Out, The Atlantic, April 28, 2020
For the First Time, I'm Doubting My Decision to Come to American, The Atlantic, March 28, 2020
This is Just the Beginning, The Atlantic, March 25, 2020
This is How Democracy Dies, The Atlantic, January 28, 2020
TEDx Talk: How to Save Democracy, October 2017
The People vs. Democracy: Why Democracy Is in Danger & How to Save It

Please visit the Navigating Our World website to listen to our first episode: We've Been Here Before (and Made It Through): A Conversation with Jon Meacham, historian and Pulitzer Prize-winning author.

The views and opinions expressed in this podcast are those of the speaker(s) and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. The information provided in this podcast is not intended to be and should not be considered a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. There is a risk that some or all of the capital invested in any such securities may be lost. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client

The Power of Purpose Apr 28, 2020

What does it mean to lead with purpose? Tamara Lundgren, Chairman, President and CEO of Schnitzer Steel, and Josh Silverman, CEO of Etsy, have each leveraged the power of purpose to lead significant organizations. Brown Advisory’s Stephanie McCormick sits down with Tamara and Josh to explore the connection between purpose and financial performance, and how being purpose-driven helps them navigate our challenging times.

Our podcast guests join the voices of a number of leading CEOs who are employing the power of purpose to become not only first-rate operating businesses but also deliver on a broader social mission. At the beginning of the episode, you will hear from several of those visionary leaders: Indra Nooyi, former Chairman and CEO, PepsiCo; Paul Polman, former CEO, Unilever; Rose Marcario, CEO, Patagonia; and Larry Fink, Chairman and CEO, BlackRock.

Guests:
Tamara Lundgren
Chairman, President and CEO, Schntizer Steel; Former Chair, U.S. Chamber

Josh Silverman
CEO, Etsy

Host:
Stephanie McCormick
Portfolio Manager, Brown Advisory

Background Reading:
Business Roundtable: New Statement on the Purpose of a Corporation
2020 Edelman Trust Barometer
Harvard Business Review: Put Purpose at the Core of your Strategy
Financial Times: The Company of the Future: Profit and Purpose

Please visit the Navigating Our World website to listen to our first episode: We've Been Here Before (and Made It Through): A Conversation with Jon Meacham, historian and Pulitzer Prize-winning author.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

We've Been Here Before (and Made it Through): A Conversation with Jon Meacham Apr 21, 2020

In an intimate and candid conversation, CEO Mike Hankin sits down with esteemed Pulitzer Prize-winning author and historian Jon Meacham to draw historical parallels with the current crisis, and discuss lessons we can take from past leaders about navigating challenging times.

Guests:
Jon Meacham
Historian and Pulitzer Prize-Winning Author

Host:
Michael Hankin
President and CEO, Brown Advisory

Background Reading:

We want to hear from our listeners and learn from your thoughts and feedback. Please leave a review or take a moment to fill out a brief questionnaire on our website. It should take less than two minutes to complete. Thank you.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Why NOW: CEO Mike Hankin Introduces the Podcast Apr 20, 2020

To kick off our Navigating Our World podcast, Brown Advisory CEO Mike Hankin shares his thoughts on why NOW is especially important during this crisis, and on the responsibility of business leaders to address the polarization around challenging issues -- including capitalism, climate change and more -- without taking sides.

Please visit the NOW website to listen to our first episode: We've Been Here Before (and Made It Through): A Conversation with Jon Meacham, historian and Pulitzer Prize-winning author.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance, and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

Navigating Our World Apr 14, 2020

Please visit the NOW website.

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