Hosted by Brown Advisory · 🇺🇸 US · EN · 28 episodes
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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.
Brown Advisory hosts Brown Advisory CIO Perspectives, a business show with 28 episodes published.
In this episode of CIO Perspectives, host Sid Ahl is joined by Eliza Erikson, Head of Impact Investing and Advice, for a wide-ranging discussion on the intersection of artificial intelligence, energy demand and long-term
In this episode of CIO Perspectives, host Sid Ahl is joined by Brown Advisory’s CIO Paul Chew for a timely discussion on how geopolitical headlines have dominated investor attention even as the underlying earnings enviro
In this episode of CIO Perspectives, host Sid Ahl speaks with portfolio manager Mike Poggi, who manages the Brown Advisory Large-Cap Sustainable Value strategy, about the return of value investing and why quality stocks
In this episode of CIO Perspectives, host Sid Ahl speaks with Kif Hancock, International CIO, and Campbell Donley, CIO Investment Analyst, about the sharp market reaction to AI, the so‑called AI Death Star and the recent
In our latest episode, Sid Ahl and Paul Chew discuss the early‑2026 investment backdrop—from U.S. economic momentum and Fed independence to market concentration, AI, and portfolio positioning. The conversation spans the
In this year-end episode of CIO Perspectives, Sid Ahl and Erika Pagel, Co-CIOs for Private Clients, Endowments and Foundations at Brown Advisory, are joined by two senior investment leaders at the firm: Sarge McGowan, CI
In this episode of CIO Perspectives, Sid Ahl and Erika Pagel, Co-CIOs for Private Clients, Endowments and Foundations at Brown Advisory, sit down with Jordan Wruble, partner and head of Investment Solutions at the firm.
In this episode of CIO Perspectives, Sid Ahl and Erika Pagel, Co-CIOs for Private Clients, Endowments and Foundations at Brown Advisory, are joined by Ryan Myerberg, Partner and Portfolio Manager on the firm’s Global Fix
In this episode of CIO Perspectives, Sid Ahl, Co-CIO for Private Clients, Endowments and Foundations at Brown Advisory, and Co-CIO Erika Pagel interview Jon Lewinsohn, founder and managing partner at Diameter Capital Par
In 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
In 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,
In 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. The
In 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 in
In 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
In 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
In 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 infla
In 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, conc
In 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 ma
In 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
As 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 develo
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Brown Advisory CIO Perspectives is hosted by Brown Advisory. The show is categorised under business (investing) and has published 28 episodes.
Brown Advisory CIO Perspectives has published 28 episodes.
Brown Advisory CIO Perspectives regularly covers business, investing. It sits in the business category, with a investing focus.
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