April 25th, 2023 We are pleased to share the newest chapter of BBR In The Weeds. It delves into planning strategies and techniques of specific benefit to founders and entrepreneurs. Featuring Ryan Preston, Partner, Director of Portfolio & Wealth Advisory and Michael Arlein, Partner at Patterson Belknap Webb & Tyler, LLP. Founders and entrepreneurs have unique needs. […]
November 2022 We are pleased to share our perspective on deglobalization from Brett Barth (Co-CEO), Todd Whitenack (Co-Managing Partner), and Sophie Holt (Vice President of Investment Research). Investing in a Less Connected World Persistent Crises Test Globalization Over recent years, a number of developments have exposed the vulnerabilities of global integration; COVID, US-China tension, Russia’s […]
June 2022 Stephanie Diamond, our Director of Impact Driven Client Solutions, joined BBR to design and execute an innovative approach to philanthropic advising we call “Multidimensional Impact” (“MDI”). In the latest episode of BBR To-Go, Partner and Director of Portfolio & Wealth Advisory, Sean Apgar engages Stephanie in an informative dialogue on the fundamentals of MDI as […]
July 2021 The BBR Partners difference has always been the people that make up our various communities. Thriving communities and teams, as we know, do not happen by chance. They are the deliberate result of thoughtful leadership, and adherence to a clear set of stated values and characteristics. To offer a glimpse into how these […]
At BBR Partners we are continuously evolving our thinking about philanthropy and social impact. We and our clients find ourselves tilting charitable efforts toward greater impact and action. It is with this lens that we present the latest installment of BBR To-Go, featuring Kat Rosqueta, founding Executive Director of the Center for High Impact Philanthropy at the University of Pennsylvania’s School of Social Policy & Practice, and Jennifer Ray, Partner and Head of Innovation.
Episode 6- In the course of a fruitful conversation with Jennifer Ray, Partner and Head of Innovation at BBR, Kat illuminates the broad themes of giving with the objective of creating maximum impact. These include not only a definition of High Impact Philanthropy, but importantly its application to topical issues. The magnified effects of COVID on communities of color, and focus on issues related to diversity, equity, and inclusion, are among the subjects covered.
We are are are excited to bring to you what could be described as a “special edition” of our video series, BBR To-Go. It is a highly topical conversation between Co-Managing Partner Stephanie Gromek, and the Honorable Jane Harman, former Congresswoman from California, and the CEO of the Woodrow Wilson International Center for Scholars.
Episode 4 – Over the course of a lively discussion, Stephanie and Jane explore potential solutions for “toxic partisanship”, specific issues where executing on a collaborative vision is desirable for both parties, and the critical importance of preserving the sanctity of our elections.
We are excited to share with you the third installment of our video series BBR To-Go. It features a conversation between Todd Whitenack, BBR Co-Managing Partner, and Danny Meyer, Co-Founder and Partner at Enlightened Hospitality Investments (EHI).
Episode 3 – Todd and Danny cover subject matter that is poignant, topical, and instructional. Topics include Union Square Hospitality Group’s actions to rectify systemic pay imbalance in the industry, thoughts on diversity and achieving related goals, how to measure a person’s “HQ” (hospitality quotient), and the resiliency of New York City.
We are are happy to share with you the second chapter of a conversation between Todd Whitenack, BBR Co-Managing Partner, and Danny Meyer, Co-Founder and Partner at Enlightened Hospitality Investments (EHI).
Episode 3.2 – In the first episode, Todd and Danny spoke broadly about “Enlightened Hospitality” as a valuable operating principle across categories. In this segment, they discuss it a driving force for successful investing. EHI’s purpose is to partner with “growth companies that put people first.”
We are proud to introduce BBR To-Go Episode 2: A conversation between Marc Koslowsky, Partner and Head of Research at BBR, and Rob Kapito, Co-founder and President of BlackRock.
Episode 2 – Themes include asset management as a force for good, preserving company culture while working remotely, and a look into Rob’s “crystal ball” on future market conditions.
In honor of our 20th Anniversary, we introduce BBR To-Go: Conversations about Wealth Management and more
Episode 1 – Founders Evan Roth & Brett Barth on growing through change. Navigating disruptive times: what it has taught us, and how it’s made us stronger.