Bailard, Inc.

The Bailard Real Estate team achieved a key milestone in Q4 2024, clearing all outstanding redemption requests while expanding our team with two new real estate analysts. With values stabilizing and capital markets improving, we’re ready to seize opportunities in 2025. As James Pinkerton, SVP of Portfolio Management & Acquisitions, shared, “Clearing the redemption queue and expanding our team reflect our readiness to meet today’s challenges while preparing for future opportunities.” Learn more about our progress and plans: https://lnkd.in/e94AREVH 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. Please read the linked press release for important risks and disclosures. An investor in the Bailard Real Estate Fund must be an “accredited investor” as defined in Regulation D and provide documentation verifying such status as requested by the Fund.

“Now is the time for investors to position themselves for the shift from hype to impact [of AI]. As AI projects move from development to deployment, those who stay the course or increase their exposure to the right opportunities are likely to see meaningful returns ahead,” shared Bailard EVP, Domestic Equities, Dave Harrison Smith, CFA. Read the full piece of where investors might feel the impact of AI in Pensions & Investments, here: https://lnkd.in/gefJD7iA   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.

As 2024 comes to a close, we gratefully reflect on the continued support of our clients and partners as we celebrate an incredible milestone with the Bailard Foundation this year. Wishing you a very happy holiday season and New Year! Cheers to 2025! Please visit https://lnkd.in/drTBwkfk to learn more about the Bailard Foundation.

Year-end gifting is more than just generosity—it’s a strategic way to help your loved ones while maximizing tax efficiency. Bailard's Director of Estate Strategy, Dave Jones, shares how to leverage gifting exclusions to make a lasting impact on your family’s future. Explore how to make the most of gifting: https://lnkd.in/eXSyEena

Last week, Pensions & Investments published a special feature highlighting our CEO, Sonya Mughal, CFA, and her 30-year journey at Bailard. Written by Caryl Anne Francia, the article explores Sonya’s remarkable career path, her passion for principled leadership, and her thoughtful advice for others navigating their own professional journeys.   One of Sonya’s reflections perfectly captures the essence of her leadership: “If you’re ever in doubt, read the six words on the wall and try to walk through. It’ll give you an answer, so being principled, you know what is the right thing to do.” Her words remind us of the power of values—accountability, compassion, courage, excellence, fairness, and independence—in guiding decisions and building a strong culture.   We’re proud to see Sonya’s leadership and approach recognized in such a meaningful way. You can read the full feature here: https://lnkd.in/eGNz23zY 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.

ThinkAdvisor held their 2024 Luminaries Awards ceremony, where Bailard was honored with multiple accolades. These prestigious awards recognize excellence and innovation in the financial services industry. We are proud to win a firm award for our corporate social responsibility efforts, and to have our own Kim Aquino, CFP and Annalise Durante honored among the Luminaries With Heart and Next-Gen Rising Stars, respectively. Congratulations to all the winners and finalists! You can read more about them here: https://lnkd.in/g82G6s5a 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. This award does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance. The ranking was released 12/12/2024; there was no fee to enter. ThinkAdvisor’s editorial staff and its Luminaries advisory board select the finalists; a panel of independent judges made up financial services industry leaders selected the winners. See more information here: https://lnkd.in/gtAYyExR   #ThinkAdvisorLuminaries #LuminariesAwards 

 A recognition that speaks volumes about the people and values that drive us: Bailard is among Pensions & Investments’ #BestPlacestoWork in Money Management for 2024. Ranking in our category for the seventh year in a row reflects the incredible dedication of our team and the culture we continue to build together. A heartfelt thank you to everyone at Bailard for making this possible. Explore this year’s top workplaces here: https://lnkd.in/ercrkMhv   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. This award does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance. The ranking was released 12/9/2024; there was no fee to enter. There were 27 managers in Bailard’s category for 50-99 employees. Please see the press release for full disclosures: https://lnkd.in/eWR32X2M

Being shortlisted in two categories for the With Intelligence Private Asset Management (PAM) Awards 2025 highlights the Bailard team’s hard work and dedication. Nominations in the categories of “Best Philanthropic Initiative” and “Women in Wealth Advocate - Company” underscore the impact of the Bailard Foundation and our ongoing efforts to champion women in wealth. These recognitions celebrate the thoughtfulness and care that go into all that we do. Congratulations to our Bailard team! See the full short list here: https://lnkd.in/g2rGZmc4 #PAMAwards #Philanthropy #WomenInWealth 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 recognitions 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 Private Asset Management Awards 2025 judging process is designed to be rigorous and thorough to ensure all entries receive full consideration and that excellence in each of the categories is truly rewarded. A mix of leading wealth managers, advisors/consultants, service providers, and other industry experts make up the judging panel. The shortlist was released in November 2024, and the winners will be announced at a live event in February 2025. Additional information is available here: https://lnkd.in/gsBjDS9M

Thanksgiving is more than just a feast—it’s an opportunity for meaningful conversations with your family. Kiplinger has republished an article by Michael Faust, CFA, Bailard’s President of Wealth Management, that’s as timely now as it was when he first wrote it. Mike offers thoughtful tips on bringing up important financial topics in a gentle, approachable way. Take a look: https://lnkd.in/eWRT298k   #FinancialPlanning #EstatePlanning #WealthManagement #ICYMI 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.

Gen Z is redefining the future of investing and client engagement. In a recent Forbes piece, our CEO, Sonya Mughal, CFA, offered actionable insights for financial institutions looking to better connect with this forward-thinking generation. The article explores strategies, tools, and opportunities to foster meaningful relationships. Read the full piece from the Forbes Finance Council here: https://lnkd.in/gqMG-Mi7 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.