"So I think this whole idea of cumulative culture is a way to make humans exceptional. But it's clear to me that humans are exceptional, and seeing it through baboon glasses, I can understand in a different way why they're exceptional. But many of the things that we think are uniquely human are actually present in other animals." - Dr. Shirley Strum Dr. Shirley Strum is a groundbreaking anthropologist who has spent over five decades living alongside wild baboons in Kenya. Her work has transformed our understanding of these intelligent, socially complex animals — their relationships, their adaptability, and the intricate societies they create. In her new book, Echoes of Our Origins , Shirley challenges long-held beliefs about evolution, the human-animal divide, and what it truly means to coexist. This conversation is about science — but it’s also about humility, hope, and the messy, beautiful complexity of life on Earth. Links: https://www.press.jhu.edu/books/title/53757/echoes-our-origins https://anthropology.ucsd.edu/people/faculty/faculty-profiles/shirley-strum.html…
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Welcome to our Investment Podcast where our CIOs explore issues of the day with leading investors from inside and outside Brown Advisory.
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With over 30 years of experience, Joe Brown helps retirees and soon-to-be retirees protect their savings, ensuring not one client has ever lost principal due to market downturns. As President of Brown Advisory Group, LLC, he shares insights on securing retirement assets across multiple states. Join Joe for expert strategies to safeguard your financial future and gain peace of mind in retirement.
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Quality Investing with Valuation Discipline in Europe: A Conversation with Dirk Enderlein of Wellington Management
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1:00:28
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1:00:28In this episode of CIO Perspectives, Sid Ahl, Co-CIO for Private Clients, Endowments and Foundations at Brown Advisory, and his Co-CIO Erika Pagel, interview Dirk Enderlein, senior managing director and portfolio manager at Wellington Management in London. They discuss Dirk's investment philosophy, his experience building European equity strategies…
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Safe and Secure Retirement Episode 16
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28:00Joe will help you maximize your financial plan for the good times...and protect it from the bad times so you'll always be assured that you will never run out of money in retirement!Von Rand DeWitt
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Safe and Secure Retirement Episode 15
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28:00Want to retire with confidence?! Joe will guide you to guarantees and safety!Von Rand DeWitt
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Safe and Secure Retirement Episode 14
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26:00How do you measure success? Joe offers some eye opening facts that may have you rethinking it!Von Rand DeWitt
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AI Acceleration, Tariff Turnaround and the End of American Exceptionalism?
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42:00
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42:00In this CIO Perspectives discussion, Sid Ahl, Erika Pagel and Sargent McGowan (CIO of Endowments & Foundations) analyze recent market resilience amidst significant uncertainty, including trade policy shifts, US deficits, and geopolitical tensions. Despite these challenges, equity markets have rallied, with notable sector rotation and international …
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Safe and Secure Retirement Episode 13
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28:00Retirement is not about how big your account is...it's about how much income you have!Von Rand DeWitt
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Safe and Secure Retirement Episode 12
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28:00You've heard "Scared money, don't make money"?.....Well....the fact that safe money, don't lose money is the key to a happy retirement!Von Rand DeWitt
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Safe and Secure Retirement Episode 11
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28:00When it comes to retirement planning, it's all about safety first!Von Rand DeWitt
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Safe and Secure Retirement Episode 10
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28:00Equity protected accounts sound good, right?! Let Joe be your guide!Von Rand DeWitt
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Safe and Secure Retirement Episode 9
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28:00You insure your home, health and vehicles...shouldn't you also insure your money?!Von Rand DeWitt
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Safe and Secure Retirement Episode 8
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28:00When is comes to retirement, good isn't good enough. Joe wants to help you make it GREAT!Von Rand DeWitt
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Safe and Secure Retirement Episode 7
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28:00Don't get caught up in the propaganda! You can achieve maximization AND safety!Von Rand DeWitt
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Safe and Secure Retirement Episode 6
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26:00You don't need to worry about outliving your $....if you listen to Joe!Von Rand DeWitt
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Safe and Secure Retirement Episode 5
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28:00Don't let your nest egg drop off of a cliff and smash into pieces! You can actually guarantee it doesn't....Von Rand DeWitt
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Safe and Secure Retirement Episode 4
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28:00Don’t you think it is time to take the risk off your shoulders and replace it with guarantees?Von Rand DeWitt
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Safe and Secure Retirement Episode 3
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28:00The cost of anxiety is VERY high. So let's get financial future anxiety removed from your life!Von Rand DeWitt
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Safe and Secure Retirement Episode 2
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28:00It's difficult to make up losses....SO DON'T LOSE!Von Rand DeWitt
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Positioning for Uncertainty: 2025 Asset Allocation Perspectives/Outlook
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54:00
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54:00In this latest episode of CIO Perspectives, Sid Ahl, Co-CIO of Private Client, Endowments and Foundations at Brown Advisory, conversed with Paul Chew, Firm Chief Investment Officer and Kif Hancock, CIO International. They analyze the 2025 Asset Allocation Outlook, noting market volatility and the significant shifts since the US elections. The conve…
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Safe and Secure Retirement Episode 1
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28:00Don't lose sleep and learn how to avoid retirement propaganda.Von Rand DeWitt
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Election Reflections: Economic, Market and Policy Implications, A CIO Podcast Special
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49:06
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49:06In the latest episode of CIO Perspectives, Sid Ahl and Erika Pagel from Brown Advisory discuss the impact of the recent U.S. elections on markets and policy. Joined by colleagues Eric Gordon and Alice Paik, they delve into the implications of a "red sweep" with Trump winning the presidency and Republicans gaining control of both the House and Senat…
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Japan’s Reforms, China’s Struggles and the Case for Asian Stocks with Ward Ferry’s Vineet Mitera
1:10:31
1:10:31
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1:10:31In this episode of CIO Perspectives, Sid Ahl and Erika have a chat with Vineet Mitera, the CIO/Manager at Ward Ferry Management, an independent investment firm based in Hong Kong. The discussion highlights the investment landscape across various Asian markets, emphasizing the importance of healthy balance sheets, regional economic conditions, and s…
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Exploring Small-Cap Value Investing with Lauren Taylor Wolfe of Impactive Capital
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59:02In this episode of CIO Perspectives, Sid Ahl and Erika Pagel speak with Lauren Taylor Wolfe, co-founder and managing partner of Impactive Capital, a $3 billion active impact investing firm. Lauren explains her journey of active investing in smaller companies, emphasizing value and sustainability. She discusses the challenges and opportunities in th…
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Powering the AI Boom, Investing in Aerospace, and a Surge in Drug Innovation
51:34
51:34
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51:34In our latest episode, Sid Ahl and Erika Pagel are joined by portfolio manager and equity investor Eric Gordon to discuss some themes that have driven markets for several years now. These include the ongoing global inflation saga now entering its fifth year and the race to develop technology and business models around generative artificial intellig…
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2024 Asset Allocation Perspectives / Outlook
44:46
44:46
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44:46In our latest episode, Sid and Erika cover some of the major themes in the recently produced 2024 Outlook and share their thoughts on the surprising resilience of the US economy, the mounting impact of higher rates, concerns about the deficit and fiscal situation in the US, and the potential economic and market impacts of AI and the GLP-1 weight lo…
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A New Bull Market? Markets shaking off a long list of concerns
41:29
41:29
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41:29In this episode, Erika Pagel and Sid Ahl are joined by Brown Advisory’s David Schuster, portfolio manager of the firm’s Small Cap Fundamental Value strategy, for a discussion about the surprising resilience of capital markets in the face of a challenging economic environment. For important disclosures and a list of terms and definitions, please vis…
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Banking Crisis Update, AI Developments & COVID Normalization
52:02
52:02
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52:02In our latest episode, Sid and Erika are joined by Mick Dillon, who co-manages Brown Advisory’s Global Leaders and Global Focus strategies and has played a critical role in developing the firm’s global equity investment platform since joining Brown Advisory in 2014. Mick joins the podcast at an especially timely moment. Many investors and pundits c…
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The Outlook for 2023, a deep dive into the venture landscape and dissecting the AI buzz
51:11
51:11
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51:11As the end of the first quarter of 2023 approaches, Sid Ahl and Erika Pagel are joined by Jon Bassett and Joe Pasqualichio to discuss one of the most fascinating technological developments of the new year: the new developments in generative AI. The group also analyzes the macro outlook for the new year including who may benefit from China’s long-aw…
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The FTX fiasco, tech belt-tightening and key investment themes for a new year
55:44
55:44
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55:44Von Brown Advisory
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Private markets, slowing global growth and are bonds back?
47:24
47:24
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47:24Investors have plenty of challenges to focus on as a volatile year enters its final months. The global growth picture seems to be slowing, corporate earnings may face headwinds and geopolitical tensions seem to be rising. And while we believe private markets continue to be hotbeds of innovation and long-term outperformance, they too face some chall…
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Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up
43:53
43:53
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43:53Open From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. But markets, which climb the proverbial “wall of worry” have posted a meaningful rebound off summer lows. configuration options From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned ab…
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A Soft Landing, or More Volatility Ahead?
54:48
54:48
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54:48As we approach the first half of 2022, volatility is back with a vengeance. This follows an unusually tranquil 2021 where markets seemed to only glide upwards. We recently assembled a great group of colleagues to discuss the recent volatility, market conditions and how we are positioning client portfolios. Sidney Ahl, Erika Pagel, Ryan Myerberg and…
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2022 Asset Allocation Outlook
56:14
56:14
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56:14Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. At the same time, high levels of innovation and productivity, as well as the growing hope that the worst of the COVID-19 crisis is behind us, have given investors rea…
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Inflation, “Greenflation” and Tech Regulation
1:02:51
1:02:51
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1:02:51As we enter the fourth quarter, we wanted to drill down on one of the key themes of the year: inflation The discussion drills down into how transitory inflation may actually be, and how we have been positioning portfolios. We also discuss “greenflation,” why the semiconductor shortage is playing an outsized role in inflation and why a potential cap…
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Lessons from the Late 1990s Bubble and the Road Ahead
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44:02
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44:02As signs of market froth abound, our CIOs discuss the most important dynamics for investing in the current environment. Drawing on experiences as technology and consumer analysts, respectively, during the bubble of the late 1990s for perspective. The vantage point allows for insights in investing in frothy markets and avoiding pockets of overvaluat…
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For our kick-off conversation, Private Client Chief Investment Officer, Sid Ahl, will be joined by Paul Chew and Erika Pagel. Paul is the CIO of Brown Advisory, one of our most tenured investors, the architect of our equity research team and, helpful for this discussion, our firm’s first technology analyst. Erika Pagel is our CIO of Sustainability …
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