Hightower Advisors, every mention
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tap a year for its mentions
every year anyone Tim McCusker 29Ted Seides 20Bob Oros 14Simon Krinsky 6Michael Sidgmore 1
Verbatim, from the transcripts: the passages where Hightower Advisors comes up
Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
- ▶ 6:50 Ted Seides My guest on the seventh and final episode of Private Wealth is Bob Oros, the outgoing chairman and CEO of Hightower Advisors, a leading RIA platform with over one hundred and sixty five billion dollars in assets under management. 6 times in the scene
- ▶ 13:30 Ted Seides What did you see on your path and the evolution of private wealth from those days when you re-engaged with it in Schwab all the way through to when you came to Hightower?
- ▶ 15:31 Bob Oros We at Hightower created a new tagline in 2020 called Wealth Rebalanced. 2 times in the scene
- ▶ 16:16 Bob Oros I think for Hightower go back even further than me. 6 times in the scene
- ▶ 19:11 Bob Oros We learned a lot from our first few deals and then really implemented discipline on what we thought was a fit for Hightower. 2 times in the scene
- ▶ 31:53 Ted Seides What's been the impact of having private equity ownership of Hightower?
- ▶ 34:25 Ted Seides At the onset, before you got to Hightower, you said that the advisors all just kind of did what they wanted. 4 times in the scene
- ▶ 37:30 Bob Oros Today, on average, across all of Hightower, think of us as five to six percent allocated to privates. 2 times in the scene
- ▶ 39:30 Ted Seides As you look at Hightower as the organization, how do the investment decisions get made? 3 times in the scene
- ▶ 48:04 Bob Oros So I always wanted to be really thoughtful about it, and I don't think it could have worked out any better in terms of how we handled the transition and the individual we've selected to come in to be the next CEO of Hightower. 2 times in the scene
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
- ▶ 17:37 unnamed speaker The wire houses are putting large portions of capital into private markets, but then you have a large independent wealth managers, the creative plannings, the Mariners, the focus financials, the high towers, the dynasties, the sarities,…
- ▶ 32:10 Michael Sidgmore There's platforms like Hightower, Focus, Dynasty.
Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)
- ▶ 5:07 Ted Seides NEPC announced the sale of a majority stake in its firm to Hightower Holdings, adding NEPC's 1.8 trillion dollars of assets under advisement to Hightower's one hundred and thirty billion of assets under management.
- ▶ 13:38 Tim McCusker If we can bring solutions to Hightower's RIA platform and have them invest in it, that's a more scalable model than we've been able to create historically.
- ▶ 16:34 Tim McCusker Fast forward a couple years to what I guess was the late spring of twenty-twenty-three, got an inbound phone call indirectly from someone at Hightower asking for a meeting to talk about could we engage in some way.
- ▶ 19:50 Tim McCusker So it was really about is Hightower the right partner for us? 5 times in the scene
- ▶ 21:40 Tim McCusker Hightower, typically, when they're acquiring advisors, buys 6 times in the scene
- ▶ 31:29 Tim McCusker As it got close, the number of people that get involved, not within NEPC or within Hightower, but the different investment bankers, the law firms, it feels very confidential, but there's a lot of eyes that get on this thing, and it started…
- ▶ 39:54 Ted Seides How did you calibrate the expectations with Hightower of say, what percentage of your clients were going to stay 4 times in the scene
- ▶ 46:15 Tim McCusker We're just getting to know some of these RIAs on the Hightower platform, so we're learning a lot. 8 times in the scene
- ▶ 51:44 Tim McCusker So in those cases, we got a lot of inbound calls saying we work with Hightower.
- ▶ 55:34 Tim McCusker So we're still tied in having high tower equity. 2 times in the scene
- ▶ 57:16 Simon Krinsky Passstone's done 15 acquisitions, not as many as Hightower, but it's not their first rodeo, and I think they're quite good at integration. 6 times in the scene
- ▶ 1:02:38 Tim McCusker There will be some kind of event for Hightower. 2 times in the scene
- ▶ 1:04:11 Tim McCusker So there was this process that went on where we were getting to know Hightower and figuring out if we really wanted to engage in a transaction. 2 times in the scene