Brown Advisory’s investment and financial planning workshop for young adults takes place each year and provides an interactive learning environment facilitated by Brown Advisory professionals and outside experts. The agenda offers a combination of lectures, breakout sessions and intimate group discussions between attendees and Brown Advisory mentors. Key sessions covered during the workshop typically include:

  • Building an investment portfolio and allocating to different asset classes
  • Investing for performance and impact
  • Saving in a tax-efficient manner
  • Enhancing your interview skills
  • Achieving work/life balance

No prior financial knowledge is required in order to attend, all we ask is that participants commit to joining for the full duration of the workshop. 2021 dates to be announced soon.

Highlights from the 2020 workshop

For more information about the event, please send me an email.