Bailard, Inc.

How will we power the future demands of #AI?   In a recent article featured in U.S. News & World Report, Blaine Townsend, CIMA™ discusses how nuclear energy could play a key role. For insights on the investment and what it means for the future of energy, check out Matt Whittaker’s piece here: https://lnkd.in/e9kEvMPt   Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees.

“We continue to feel that cybersecurity is one of the best long-term secular growth tailwinds in technology today,” – Catch our Head of Technology Investing, Dave Harrison Smith, CFA, on Nasdaq #TradeTalks as he discusses the future of cybersecurity, the impact of #AI on the threat landscape, and opportunities for investors. Watch the full panel here: https://lnkd.in/df_naWmr #TechInvesting #Cybersecurity #ArtificialIntelligence Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees.

Trust and long-term wealth preservation don’t happen by accident. Bailard is honored to be named among Forbes and Shook Research's 2024 Top RIA Firms, securing a Top 100 spot out of 250 firms ranked. This recognition reflects the thoughtful approach and deep expertise we bring to managing and growing our clients’ wealth. Our commitment remains focused on delivering exceptional outcomes, safeguarding client wealth across generations, and building lasting partnerships. Find Forbes’ full list of America’s Top RIA Firms here: https://lnkd.in/gyRbJuW8   Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees. These awards do not evaluate the quality of services provided to clients and are not indicative of Bailard’s future performance. There was no cost to enter. Bailard ranked 90 out of 250 firms in the 2024 Forbes Top RIA Firms, announced in October. The ranking, developed by SHOOK Research, is based on qualitative interviews and quantitative data, weighing factors such as revenue trends, assets under management, compliance records, and industry experience. There were 46,212 nominations received, 25,103 invited to complete the online survey, and Bailard participated in one of 1,545 virtual interviews. More information is available here:  https://lnkd.in/gN37x7Fy

With market trends shifting and tax changes on the horizon, it’s the perfect time to reflect on your financial strategy. In our latest quarterly newsletter, the Bailard team covers timely topics including market trends, retirement strategies, and family gifting. With valuable insights from Jon Manchester, Lena McQuillen, and Dave Jones, you’ll find practical perspectives to help guide your wealth management decisions. Read the full newsletter here: https://lnkd.in/eEbev7E9      

At Bailard, our #Compliance team is critical to the organization. In a recent Forbes Finance Council article, our CEO Sonya Mughal, CFA highlights how bringing compliance teams into the process early fosters #collaboration, #teamwork, and clear #goalsetting, allowing them to elevate any project. Read Sonya’s insights alongside other leaders in Forbes, here: https://lnkd.in/eSiuTDq8 Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees.

In honor of Hispanic Heritage Month, Bailard partnered with La Casa de las Madres, an organization founded by a group of Latina women from San Francisco, to support their Teen Dating Violence Awareness campaign. Forty-five employees from both of our Bay Area offices gathered to create bracelets for this important cause. La Casa provides critical services, including emergency shelter and 24/7 crisis support for survivors of domestic violence. It was truly meaningful to see everyone come together in support of their vital mission. Thank you again to all our Bailardians that volunteered their time.

With employee tenure averaging just 4.1 years in the U.S., building long-term loyalty and nurturing leadership can be challenging. At Bailard, we’re proud to be an exception. Among our current employees, the average tenure is 15 years, and some, including our CEO, Sonya Mughal, CFA, have built their careers here. In her latest Forbes article, Sonya shares how Bailard fosters this environment and offers actionable insights for cultivating future leaders. Read Sonya’s full byline here: https://lnkd.in/enptj6nU #Leadership #TalentRetention #WorkCulture Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees.

On the road again—this time to the dais at the FPPTA_Florida Public Pension Trustees Assoc. fall conference! Alex Spotswood (SVP – Real Estate) and Ben Lathrop (SVP – Director, Business Development) presented the “Case for Private Core Real Estate,” engaging in meaningful discussions with trustees about its potential in today’s landscape. Grateful for the chance to connect and share knowledge. Kindly note: All investments have the risk of loss. Past performance is no indication of future results. There is no guarantee that any investment strategy will be successful. This does not constitute, and should not be construed as, an offer to sell any securities or interests by Bailard. 

Last week, Barron's revealed its Top 100 RIA Firms, and we are honored to announce Bailard’s inclusion in the 2024 list. This recognition highlights our dedication to providing comprehensive financial and wealth planning, investing, and family office services, always with a focus on what matters most to our clients. We extend our gratitude to Bailard’s wealth management team for their remarkable service. For more information, visit: https://lnkd.in/evcPfj3H Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees. These awards do not evaluate the quality of services provided to clients and are not indicative of Bailard’s future performance. There was no cost to enter. The 2024 Barron Top RIA Firms rankings were announced in September 2024.

In case you missed it, Bailard is honored to have been named a San Francisco Bay Area Top Workplace. Our values-based culture we’ve built, shaped by the dedication of our CEO, Sonya Mughal, CFA, continues to thrive. We extend our gratitude to the San Francisco Chronicle and Top Workplaces for recognizing Bailard among local employers committed to enhancing the employee experience. If you haven’t had a chance yet, explore our Top Workplaces profile to learn more about what sets Bailard apart: https://lnkd.in/e68BzAYr #TopWorkplaces #CompanyCulture #Leadership Kindly note: The Greater Bay Area list is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage LLC. Released in August 2024, there were 34,036 Greater Bay Area employees surveyed by Energage with 117 winners among small, midsize, and large companies. Bailard ranked #2 out of 105 participants in the small company category of less than 149 employees in the region. This achievement does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance. There was no fee to enter. For more information, please visit https://lnkd.in/gtZCuD8M