Spotlight: A Closer Look at the One Big Beautiful Bill
Understanding the newest wave of tax reform—and how it might affect you. On July 4, President Trump signed the “One Big Beautiful Bill” Act into law, marking the most sweeping tax…
Bailard Appoints Dave Harrison Smith, CFA, as Chief Investment Officer
Continuity and Growth Across Our Investment Team. SAN FRANCISCO – July 1, 2025 – Bailard is pleased to announce that, as of today, Dave Harrison Smith, CFA, has been promoted to…
Mike Faust Awarded 2025 Advisors to Watch by AdvisorHub
Michael Faust, CFA, ranked in the top five of AdvisorHub’s Advisors to Watch for the second year—recognizing his standout leadership at Bailard [See more…] Download PDF
Built on Trust – Guided by Values: Q&A with Mary Bersot, CFA and Bailard CEO, Sonya Mughal, CFA
After founding and leading Bersot Capital Management for nearly two decades, Mary Bersot, CFA, joined Bailard this spring with her long-standing clients and colleague Nicholas Risser. In…
Animal Testing Issue Brief
The 2023 proxy season: More shareholder proposals, tougher proposals, and less support. Download PDF
Rare Earth Elements Issue Brief
The 2023 proxy season: More shareholder proposals, tougher proposals, and less support. Download PDF
Bailard Celebrated as a 2025 San Francisco Chronicle Top Workplace—for the Second Year in a Row
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