Bailard, Inc.

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

Thrilled to see financial literacy in action! Last week, Perri Page, our 2024 Bailard summer intern and Columbia Lions guard, teamed up with Alexandra Labagh to lead a financial literacy session for the CU Women’s Basketball team. It’s inspiring to watch our connection with Columbia University continue to grow, as we work together to empower the next generation with the tools they need to succeed on and off the court. Well done, Perri and Alex!

We’re excited to celebrate two Bailard team members who received individual nominations in the 2024 LUMINARIES Awards from ThinkAdvisor. Kim Aquino, CFP ®, Senior Vice President and Director of Operations of Wealth Management, stands as a finalist for the Luminaries With Heart award, recognizing her remarkable #philanthropy work. Annalise Durante, Senior ESG Analyst and Investment Counselor, secured a Next-Gen Rising Stars nomination for her passion in helping clients achieve their financial goals and her significant contributions in research, thought leadership, and corporate engagement. Bailard also earned a finalist spot in the Corporate Social Responsibility firm category. Congratulations to Kim, Annalise, and the entire Bailard team for exemplifying our core values. To learn more about these categories and the LUMINARIES Awards, visit: https://lnkd.in/gcZRCnp2 Kindly note: This award does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance. ThinkAdvisor’s LUMINARIES program is open to advisory and asset management firms as well as technology and support providers. Beyond traditional metrics such as asset growth or product enhancements, the Awards focus on exemplary leadership, groundbreaking innovation, and outstanding community impact by both firms and individuals. Finalists were selected by a panel of independent judges from across financial services, and the ThinkAdvisor editorial team. The finalists were announced in September 2024; there was no fee to enter. Please see the linked material for further information.

Helping clients through life’s toughest moments: Our SVP Romy Pavolotsky, CFP®, CDFA®, shares insights on advising with compassion, sensitivity, and emotional support. In a thoughtful byline for ThinkAdvisor, learn how advisors can support young, widowed clients: https://lnkd.in/e86AbrS9 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.

NAREIM is celebrating the next generation of #CommercialRealEstate leaders through the Jeff Barclay Fellows program, and we’re excited that James Pinkerton, Senior Vice President at Bailard, served as a judge for the Class of 2024/25. At Bailard, we’re proud to support an initiative that champions future real estate leaders. Learn more about the Jeff Barclay Fellows program! 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.

What a summer! We are delighted to announce and celebrate that Bailard has been recognized with multiple awards over the past few months—as a Top Workplace, Top Corporate Philanthropist, Advisor to Watch, and a Top RIA. These achievements reflect the values that drive our firm, and we’re proud to see our team’s dedication honored. Curious about the details? Dive in for more: https://lnkd.in/eMMN2QnP Kindly note: All investments have the risk of loss. These awards and recognitions do not evaluate the quality of services provided to clients and are not indicative of Bailard’s future performance. There were no fees to enter. Please see important award disclosures for each award below, as well as the linked text for additional important information regarding award eligibility and methodologies. The 2024 Top Workplaces was released by the San Francisco Chronicle in August 2024, where Bailard ranked #2 out of 105 participants in the small company category (35-149 employees). The Top 100 Bay Area Corporate Philanthropists was given by the San Francisco Business Times in July 2024, July 2023, July 2022, and July 2021. AdvisorHub’s RIAs to Watch was given in July 2024. Advisors are ranked on the scope and growth of the practice, as well as professionalism, which includes regulatory record, community service, and team diversity. The Worth Top RIA Firms 2024 was released in May 2024, using a rigorous selection process, including AUM, predominance of high-net-worth clients, and unbiased advice independent from broker-dealers.

How do #SmallCaps typically perform after rate cuts? Thomas J. Mudge III, CFA, Bailard’s Director of Equity Research, shares his insights in a recent MarketWatch story by Isabel Wang. Discover the relationship between #InterestRates and the #SmallCapETF market. Read more, here: https://lnkd.in/gWBYgy_E   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.