February 2025
We are delighted to present the first BBR-To-Go of our 25th anniversary year, a lively conversation between our co-founder, Evan Roth and Cliff Asness, co-founder of AQR Capital Management. With over thirty years of friendship as a backdrop, Evan and Cliff share their perspectives on a range of relevant topics; portfolio risk and diversity, active vs. passive management, private equity, and business ethics. We hope you find it informative and engaging.
IMPORTANT DISCLOSURE INFORMATION
This presentation by BBR Partners, LLC (“BBR”) is intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from BBR or any other investment professional of your choosing.
We believe the information contained in this presentation to be reliable but do not warrant its accuracy or completeness. Certain estimates, investment strategies, and views expressed in this presentation are based upon past or current market conditions and/or data and information that has been provided by third parties (which has not been independently verified) and is subject to change without notice.
To the extent that any portion of the content reflects assumptions and/or projections, no such content should be construed or relied upon as an absolute probability that such an assumption or projection will prove correct or projected result will occur. To the contrary, a different result (positive or negative) can, and most likely will, occur. Materially different results could occur at any specific point in time or over any specific time period.
Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful.
Neither BBR’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if BBR is engaged, or continues to be engaged, to provide investment advisory services. BBR is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice.
No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if BBR is engaged, or continues to be engaged, to provide investment advisory services.
Please Note Limitations: Although BBR and AQR Capital Management, LLC may collaborate on certain client engagements, there is no compensation given or received by either firm to or from the other, and no such future compensation arrangement is contemplated. There can be no assurance that a BBR client will experience a certain level of satisfaction or success.
A copy of BBR’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.bbrpartners.com.