78 relations: Abby Joseph Cohen, Account manager, Active management, Alfred Sommer, AnitaB.org, Assets under management, Assistant Secretary of the Treasury for Financial Markets, Baltimore, Bank of America Building (Baltimore), Barron's (newspaper), Bill Stromberg, Boeing, Brokerage firm, Daiwa Securities Group, Danaher Corporation, Domicile (law), Dot-com bubble, Eddie C. Brown, Elevation Partners, Epidemiology, Ernst & Young, Fiduciary, Financial adviser, Financial intermediary, Fixed income, Forbes, Fortune (magazine), Freeman A. Hrabowski III, Great Depression, Growth stock, Harvard Business School, IBM, Incorporation (business), Inflation, Initial public offering, Institutional Investor (magazine), Investment management, Investor's Business Daily, Jardine House, Johns Hopkins Bloomberg School of Public Health, Joint venture, Legg Mason, Ludwig Mies van der Rohe, Mary J. Miller, McCormick & Company, McGuireWoods, Mutual fund, Olympia Snowe, One Charles Center, Pension, ..., Portfolio.com, Public company, Retirement planning, Risk aversion, Robert Fleming & Co., Roger McNamee, S&P 500 Index, Target date fund, The Baltimore Sun, The New York Times, The Sumitomo Bank, The Wall Street Journal, Thomas Rowe Price Jr., U.S. Securities and Exchange Commission, Under Secretary of the Treasury for Domestic Finance, Unit Trust of India, United States, United States Department of the Treasury, United States Deputy Secretary of the Treasury, United States dollar, University of Maryland, Baltimore County, USF&G, Value investing, Wealth management, World War II, Xerox, 100 East Pratt Street, 1973–75 recession. Expand index (28 more) » « Shrink index
Abby Joseph Cohen (born February 29, 1952) is an American economist and financial analyst on Wall Street.
An account manager is a person who works for a company and is responsible for the management of sales and relationships with particular customers.
Active management (also called active investing) refers to a portfolio management strategy where the manager makes specific investments with the goal of outperforming an investment benchmark index.
Alfred (Al) Sommer is a prominent American ophthalmologist and epidemiologist at the Johns Hopkins Bloomberg School of Public Health.
AnitaB.org (formerly Anita Borg Institute for Women and Technology, and Institute for Women in Technology) is a global nonprofit organization based in Palo Alto, California.
In finance, assets under management (AUM), sometimes called funds under management (FUM), measures the total market value of all the financial assets which a financial institution such as a mutual fund, venture capital firm, or brokerage house manages on behalf of its clients and themselves.
The Assistant Secretary of the Treasury for Financial Markets is an official in the United States Department of the Treasury who heads the Office of Financial Markets.
Baltimore is the largest city in the U.S. state of Maryland, and the 30th-most populous city in the United States.
The Bank of America Building, also known as 10 Light Street and formerly as the Baltimore Trust Company Building, is a 34 story, skyscraper located at the corner of East Baltimore and Light Streets in downtown Baltimore, Maryland.
Barron's is an American weekly newspaper published by Dow Jones & Company, a property of News Corp.
William "Bill" Stromberg (born March 10, 1960) is President and CEO of T. Rowe Price, a Baltimore-based global asset management firm and a former American football player.
The Boeing Company is an American multinational corporation that designs, manufactures, and sells airplanes, rotorcraft, rockets, satellites, and missiles worldwide.
A brokerage firm, or simply brokerage, is a financial institution that facilitates the buying and selling of financial securities between a buyer and a seller.
is a Japanese investment bank that is the second largest securities brokerage after Nomura Securities.
The Danaher Corporation is a globally diversified conglomerate with its headquarters in Washington, D.C., United States.
In law, domicile is the status or attribution of being a lawful permanent resident in a particular jurisdiction.
The dot-com bubble (also known as the dot-com boom, the dot-com crash, the Y2K crash, the Y2K bubble, the tech bubble, the Internet bubble, the dot-com collapse, and the information technology bubble) was a historic economic bubble and period of excessive speculation that occurred roughly from 1997 to 2001, a period of extreme growth in the usage and adaptation of the Internet.
Eddie Carl Brown (born November 26, 1940) is an American investment manager, entrepreneur and philanthropist.
Elevation Partners is an American private equity firm that invests in intellectual property and media and entertainment companies.
Epidemiology is the study and analysis of the distribution (who, when, and where) and determinants of health and disease conditions in defined populations.
Ernst & Young (doing business as EY) is a multinational professional services firm headquartered in London, England.
A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties (person or group of persons).
A financial adviser is a professional who suggests and renders financial services to clients based on their financial situation.
A financial intermediary is an institution or individual that serves as a middleman among diverse parties in order to facilitate financial transactions.
Fixed income refers to any type of investment under which the borrower or issuer is obliged to make payments of a fixed amount on a fixed schedule.
Forbes is an American business magazine.
Fortune is an American multinational business magazine headquartered in New York City, United States.
Freeman Alphonsa Hrabowski III (born August 13, 1950) is a prominent African American educator, advocate, and mathematician.
The Great Depression was a severe worldwide economic depression that took place mostly during the 1930s, beginning in the United States.
In finance, a growth stock is a stock of a company that generates substantial and sustainable positive cash flow and whose revenues and earnings are expected to increase at a faster rate than the average company within the same industry.
Harvard Business School (HBS) is the graduate business school of Harvard University in Boston, Massachusetts.
The International Business Machines Corporation (IBM) is an American multinational technology company headquartered in Armonk, New York, United States, with operations in over 170 countries.
Incorporation is the formation of a new corporation (a corporation being a legal entity that is effectively recognized as a person under the law).
In economics, inflation is a sustained increase in price level of goods and services in an economy over a period of time.
Initial public offering (IPO) or stock market launch is a type of public offering in which shares of a company are sold to institutional investors and usually also retail (individual) investors; an IPO is underwritten by one or more investment banks, who also arrange for the shares to be listed on one or more stock exchanges.
Institutional Investor magazine is a monthly periodical published by Euromoney Institutional Investor.
Investment management is the professional asset management of various securities (shares, bonds and other securities) and other assets (e.g., real estate) in order to meet specified investment goals for the benefit of the investors.
Investor's Business Daily (IBD) is an American newspaper and website covering the stock market, international business, finance and economics.
Jardine House, formerly known as Connaught Centre, is an office tower in Hong Kong.
The Johns Hopkins Bloomberg School of Public Health (JHSPH) is part of Johns Hopkins University in Baltimore, Maryland, United States.
A joint venture (JV) is a business entity created by two or more parties, generally characterized by shared ownership, shared returns and risks, and shared governance.
Legg Mason, Inc. is an American investment management firm with a focus on asset management and serves customers worldwide.
Ludwig Mies van der Rohe (born Maria Ludwig Michael Mies; March 27, 1886 – August 17, 1969) was a German-American architect.
Mary John Miller is the former Under Secretary for Domestic Finance and former Acting Deputy Secretary of the Treasury at the United States Department of the Treasury.
McCormick & Company is a Fortune 1000 company that manufactures spices, herbs, and flavorings for retail, commercial, and industrial markets.
McGuireWoods LLP is a U.S. law firm with more than 1,100 lawyers in 23 offices across the United States and Europe.
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities.
Olympia Jean Snowe (née Bouchles; born February 21, 1947) is an American businesswoman and politician who was a United States Senator from Maine from 1995 to 2013.
One Charles Center is a historic office building located in Baltimore, Maryland, United States.
A pension is a fund into which a sum of money is added during an employee's employment years, and from which payments are drawn to support the person's retirement from work in the form of periodic payments.
Portfolio.com was a website published by American City Business Journals that provideed news and information for small to mid-sized businesses (SMB).
A public company, publicly traded company, publicly held company, publicly listed company, or public corporation is a corporation whose ownership is dispersed among the general public in many shares of stock which are freely traded on a stock exchange or in over the counter markets.
Retirement planning, in a financial context, refers to the allocation of savings or revenue for retirement.
In economics and finance, risk aversion is the behavior of humans (especially consumers and investors), when exposed to uncertainty, in attempting to lower that uncertainty.
Robert Fleming & Co. was an asset manager and merchant bank founded in Dundee, Scotland, in 1873.
Roger McNamee (born May 2, 1956) is an American businessman, investor, venture capitalist and musician.
The Standard & Poor's 500, often abbreviated as the S&P 500, or just the S&P, is an American stock market index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ.
A target date fund (TDF) – also known as a lifecycle, dynamic-risk or age-based fund – is a collective investment scheme, often a mutual fund or a collective trust fund, designed to provide a simple investment solution through a portfolio whose asset allocation mix becomes more conservative as the target date (usually retirement) approaches.
The Baltimore Sun is the largest general-circulation daily newspaper based in the American state of Maryland and provides coverage of local and regional news, events, issues, people, and industries.
The New York Times (sometimes abbreviated as The NYT or The Times) is an American newspaper based in New York City with worldwide influence and readership.
was a major Japanese bank based in Osaka and a central component of the Sumitomo Group.
The Wall Street Journal is a U.S. business-focused, English-language international daily newspaper based in New York City.
Thomas Rowe Price Jr. (March 16, 1898 – October 20, 1983) was the founder of T. Rowe Price, an American publicly owned investment firm, established in 1937 and headquartered in Baltimore, Maryland.
The U.S. Securities and Exchange Commission (SEC) is an independent agency of the United States federal government.
The Under Secretary of the Treasury for Domestic Finance is a high-ranking position within United States Department of the Treasury that reports to, advises, and assists the Secretary of the Treasury and the Deputy Secretary of the Treasury.
UTI Mutual Fund was carved out of the erstwhile Unit Trust of India (UTI) as a SEBI registered mutual fund from 1 February 2003.
The United States of America (USA), commonly known as the United States (U.S.) or America, is a federal republic composed of 50 states, a federal district, five major self-governing territories, and various possessions.
The Department of the Treasury (USDT) is an executive department and the treasury of the United States federal government.
The Deputy Secretary of the Treasury, in the United States government, advises and assists the Secretary of the Treasury in the supervision and direction of the Department of the Treasury and its activities, and succeeds the Secretary in his absence, sickness, or unavailability.
The United States dollar (sign: $; code: USD; also abbreviated US$ and referred to as the dollar, U.S. dollar, or American dollar) is the official currency of the United States and its insular territories per the United States Constitution since 1792.
The University of Maryland, Baltimore County (often referred to as UMBC) is an American public research university, located in Baltimore County, Maryland, United States, mostly in the community of Catonsville, approximately 10 minutes (8.3 miles) from downtown Baltimore City.
USF&G was an American insurance company which existed from 1896 until 1998.
Value investing is an investment paradigm which generally involves buying securities that appear underpriced by some form of fundamental analysis, though it has taken many forms since its inception.
Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services.
World War II (often abbreviated to WWII or WW2), also known as the Second World War, was a global war that lasted from 1939 to 1945, although conflicts reflecting the ideological clash between what would become the Allied and Axis blocs began earlier.
Xerox Corporation (also known as Xerox, stylized as xerox since 2008, and previously as XEROX or XeroX from 1960 to 2008) is an American global corporation that sells print and digital document solutions, and document technology products in more than 160 countries.
100 East Pratt Street is a building located on Pratt Street in the Inner Harbor district of Baltimore, Maryland that consists of a ten-story concrete building finished in 1975 and a 1991 glass and steel twenty-eight story tower.
The 1973–75 recession or 1970s recession was a period of economic stagnation in much of the Western world during the 1970s, putting an end to the overall Post–World War II economic expansion.