Episode 14: The lessons for us all in Junior Bridgeman’s career transformation: NBA star to restaurant mogul. Taped in front of a live audience!

Junior Bridgeman is one of the most successful former athletes of all time. After retiring from the Milwaukee Bucks in 1987, he started a career that took him from owning and running a few Wendy’s in Milwaukee to being one of the largest franchisees in America. His next act? Coca Cola bottler.

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Podcast Important Disclaimer: This podcast contains general information, and no portion of the content is intended to apply to any specific individual’s situation.  No portion of the podcast content serves as the receipt of, or as a substitute for, personalized individual advice from BBR Partners.  Nothing herein constitutes or is intended to constitute legal or tax advice, or any other client specific advice.  The information may not reflect current legal/tax developments or otherwise be applicable to an individual’s circumstance.  With respect to investment-related content, please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy made reference to directly or indirectly in this podcast will be profitable, equal any corresponding indicated historical performance levels(s), or be suitable for your portfolio.  To the extent that an individual has any questions regarding the applicability of any specific issue to their individual situation, he/she is encouraged to consult with the professional advisors of his/her choosing.  A copy of BBR Partners’ current written disclosure statement discussing our advisory services is available for review upon request.

Sarah Rumph served on the Selection Committee for the ICS Nantucket 2016 Fund Scholarship at the Smarter Money Impact Capitalism Summit

ICS Fund Metrics Scholarship

• Why. Big Path supports a diverse ecosystem of fund managers as this in turn creates a diverse ecosystem of companies creating a more resilient, robust and open dynamic economy for all.
• What. The Nantucket 2016 Fund metrics scholarship will give the winning Fund the opportunity to present their strategy and impact investment capabilities to a large group of institutional investors at ICS Nantucket 2016 who are currently allocating to impact managers.
• Who. An expert committee of investors will select one (1) Impact Fund Manager based on the best impact reporting metrics. We invite Funds to apply for a scholarship to participate in ICS Nantucket 2016 if they are raising capital in 2016 or 2017.

BBR had 20 participants demonstrate their commitment “to change the face of men’s health” by growing a moustache during the month of November. With support from colleagues, this group raised almost $5,000 for The Movember Foundation.

BBR sent a volunteer team to participate in FeedingNYC, a community effort to provide Thanksgiving meals to New Yorkers in need. The team successfully delivered 350 meals to families throughout Harlem and the Bronx.

BBR Partners, a wealth management firm based in New York and San Francisco, announced today the hiring of Barry M. Klayman as the firm’s Chief Operating Officer and newest Partner.

Mr. Klayman was previously a founding member of Asset Management Finance, LLC, a Credit Suisse affiliate. As BBR’s Chief Operating Officer he will coordinate all operational efforts to ensure efficient, secure and effective internal processes. Additionally, he will assist in formulating the strategic direction of the firm. “Barry will be an excellent addition to our firm. He has extensive experience in developing and executing operational process improvements, which will allow BBR to continue providing a high level of service to our clients,” said Evan Roth, Managing Partner of BBR Partners, who co-founded the firm in 2000.