Corporate political giving disclosure: Why transparency matters for investors

Corporate political giving disclosure: Why transparency matters for investors How Bailard’s NFI Capture framework evaluates political transparency in a post-Citizens United world…

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Simon Smundak

Business Wire, “Bailard names Simon Smundak, CFA, as SVP, Private Markets & Solutions, deepening its UHNW advisory bench”

Bailard names Simon Smundak, CFA, as Senior Vice President, Private Markets & Solutions, deepening its UHNW advisory bench.

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Bailard Foundation Nears $1.5 Million in Grants as Firm Earns Sixth Bay Area Philanthropy Ranking

Employees match that giving with hands-on volunteering, from San Francisco to New York.   San Francisco, Calif. – July 31, 2026 – Since the Bailard Foundation was created in…

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Quarterly Small Value Strategy Q2 2026

SNIPPET, LINK, META, Download PDF

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Quarterly Technology Strategy Q2 2026

SNIPPET Download PDF

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Maple Pond (rendering) | BREF Acquisition

Maple Pond

Maple Pond is a build-to-rent (BTR) townhome community in Charlotte’s Newell neighborhood that will consist of 127 townhome units across 33 two-story buildings, plus one clubhouse, on…

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“the 9:05” newsletter | Q2 2026

The 2023 proxy season: More shareholder proposals, tougher proposals, and less support. Download PDF

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