Bailard, Inc.

Bailard’s SVP of Business Development and Client Services - Real Estate, Ben Lathrop, will be at the PENSION REAL ESTATE ASSOCIATION (PREA) 2025 Spring Conference in Dallas on March 26-27. PREA is always an incredible venue to engage with peers, exchange insights, and stay up to date on key trends in real estate, this year’s event also features an outstanding lineup of speakers, including Fareed Zakaria, Emmitt Smith, and Troy Aikman. It’s shaping up to be a great conference—if you're attending, reach out to connect with Ben! 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. 

We’re honored that Bailard has been named to Worth Media Group's Top RIA Firms 2025 list! For over 50 years, Bailard has been committed to delivering independent, high-quality investment advice to individuals, families, and institutions. This recognition reaffirms our continued dedication to values-driven, client-first wealth management. A big thank you to the team and our clients for making this possible. Find Worth's full list here: https://lnkd.in/gpccCZnG #LeadingAdvisors #WealthManagement 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 2025 edition of the Leading Advisors List of 300 independent RIAs was released in March 2025, using a rigorous selection process, including AUM of over $500 million, predominance of high-net-worth clients, and unbiased advice independent from brokerdealers. This is not an offer, recommendation or professional advice.

At Bailard, being a values-driven firm isn’t just a statement—it’s how we operate. In 2024, we became a Certified B Corp™, reinforcing our commitment to responsible business practices. CEO Sonya Mughal, CFA shares why seeking B Corp certification can be a meaningful step for financial firms looking to integrate sustainability in a way that aligns with their mission. Read the full piece alongside other Forbes Finance Council insights here: https://lnkd.in/e7yif6US   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.

ICYMI—this quarter’s 9:05 newsletter dives into momentum investing in the market section as well as some excellent estate planning takeaways inspired by Warren Buffett.

Private credit is booming—but where does it fit in a portfolio? With rapid growth comes complexity, and investors who take the time to explore its structure and dynamics can make more informed decisions. Blaine Townsend, CIMA™ breaks down the forces driving the private credit market and what savvy investors should watch for in his latest Kiplinger article. Read the full story: https://lnkd.in/eHdun29k #privatecredit #investing    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 week, @Dave Harrison Smith, CFA (Bailard’s head of technology investing) had the opportunity to present at the Florida Public Pension Trustees Association winter Trustee School for the first time. His session, "AI, Big Data, Cybersecurity – Why Tech? Why Now?" provided public plan trustees with an educational look at how technology is shaping the future. We’re grateful to the FPPTA for welcoming this discussion—Dave enjoyed engaging with such a thoughtful group!

Ever wondered how companies become Certified B Corporations™? It’s not just about meeting rigorous standards—it’s about making a measurable impact while driving meaningful change. At Bailard, our B Corp journey was spearheaded by Stacy Pearl Dauber, CFP® Dauber (SVP and Investment Counselor at Bailard), whose dedication helped align our practices with the values at the heart of this certification. As Stacy shares in this article from the U.S. Chamber of Commerce, “The B Corp certification process energizes improvement and company culture, and is a wonderful opportunity across the board.” Learn more about the path to purposeful business here: https://lnkd.in/eSZjZ5Cv 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’s new in this quarter’s Bailard newsletter, the 9:05? ·      Momentum investing’s surge in 2024—what it means for the future. ·      Estate planning inspired by Warren Buffett’s thoughtful perspective. ·      Tax-efficient strategies to preserve family wealth.   Catch up on these insights and more: https://lnkd.in/gctYpenp

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.