Merrill Lynch, every mention
68 scenes, the whole family · ← back to Merrill Lynch
tap a year for its mentions
every year anyone Greg Fleming 22Alex Shahidi 10Ted Seides 8Chris Gordon 8Ashvin Chhabra 7Peter Kraus 5Kieran Goodwin 4Steve Moseley 3Scott Wilson 3Michael Sidgmore 3
Verbatim, from the transcripts: the passages where Merrill Lynch comes up
Fundraising Mastery: The Tao of Kimmer – John Kim (EP.503)
- ▶ 9:33 John Kim (Kimmer) Then I went into sales and trading at Merrill Lynch, then a couple other Wall Street firms.
Kieran Goodwin – Private Credit Concerns (EP.494)
- ▶ 8:12 Kieran Goodwin Then I went to Merrill, which was like Mother Merrill. 3 times in the scene
- ▶ 10:26 Kieran Goodwin When I was at Merrill, a friend of mine who was a salesperson knew them and we pitched them the idea of credit derivatives as a way to go short because they had been short in high yield bonds.
Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
- ▶ 32:07 Kipp deVeer The big dollars is you go in and inevitably you're driven by the wires because they're the largest AUSO, Morgan Stanley, Merrill Lynch.
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
- ▶ 28:27 Michael Sidgmore So it's the Merrill's, the Morgan Stanley's, the UBS's.
- ▶ 31:31 Michael Sidgmore So you could be at Merrill Lynch, and you might be a advisor team that has ultra high net worth, fifty million, hundred million dollar plus clients, billionaire clients, but you could also be another Merrill Lynch advisor and have massive… 2 times in the scene
Brad Jacobs – Masterclass on Leadership and Management (EP.368)
- ▶ 14:34 Brad Jacobs United Rentals, we started on Labor Day weekend, like my kitchen table down the street in 1997, and by the second week in December, we were publicly traded on the New York Stock Exchange, and Dan Tully, who was the chairman and CEO of…
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
- ▶ 14:25 Mike Vieth I turned to a big brand at the time, Merrill Lynch, thinking it was an investment job, and quickly found out it was the ultimate entrepreneurial experience. 2 times in the scene
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
- ▶ 6:35 Allison Thacker I'm going to have to look back to Merrill Lynch investment banking days, and it was an interesting time. 3 times in the scene
Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)
- ▶ 55:09 Eric Seabush She raised four kids on her own, was a valedictorian, but chose to raise four kids and taught me no matter what job I had when I worked landscaping or concrete construction, or when I first started Merrill Lynch in mid eighties, she said,…
Classic Deal: HCA – Chris Gordon, Bain Capital (EP.335)
- ▶ 17:58 Chris Gordon Of course, the frists were an important part of that capital base as well, and so that was us, and KKR, and then Merrill Lynch at the time, 7 times in the scene
- ▶ 29:31 Chris Gordon We've always found that to be a pretty good dynamic for us, and we found the KKR team and certainly the Frisk family and the Merrill Lynch team to be really good partners in all of this because nobody was really showing up with a lot of
- ▶ 33:30 Ted Seides One is bad debt risk, and the other is Merrill Lynch.
- ▶ 39:01 Ted Seides So when Merrill Lynch had its troubles in the financial crisis, presumably it didn't continue to make these equity investments. 2 times in the scene
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 40:52 Seth Klarman In the historic days of Baupost, 35, almost 40 years ago, we'd get a phone call, hey, I'm Joe Smith or Jill Smith, and I'm your new coverage for Merrill Lynch, and I'd like to come by and talk about what we can do for you.
Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
- ▶ 16:51 Don Mullen I could study Merrill Lynch at the time, was very successful, and then figure out what could we do without the resources that a Merrill Lynch had to accomplish our goal. 2 times in the scene
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
- ▶ 6:43 Jose Feliciano We actually went to work in Wall Street, went for Merrill Lynch, and that opened up a whole new world for me, a world that I didn't know existed.
Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
- ▶ 12:28 Tom Majewski After a brief stop at Bear Stearns, I ended at Merrill Lynch, and that was a great spot, and we did many of the same things and repeated that same playbook and built out a fairly big CLO business for Merrill. 2 times in the scene
Michael Rees – Inside GP Stakes at Dyal Capital (Capital Allocators, EP.278)
- ▶ 15:43 Michael Rees You look back, you know, it was a darn near four-letter word in the 2000 era when a big, bad institution like Lehman Brothers or Morgan Stanley or Merrill Lynch bought a 20% stake in a firm.
Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
- ▶ 28:05 Ted Seides And before that, he was the head of private wealth at Merrill Lynch.
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
- ▶ 4:17 Ted Seides Ashvin joined Euclidean in 2015 after spending time as CIO of the Institute for Advanced Study and CIO of Merrill Lynch Wealth Management.
- ▶ 21:18 Ashvin Chhabra By then, I had moved to Merrill, and I had the Thundering Hood to work with, and that was a great experience, and I developed, I wrote Beyond Markowitz there, and we began to apply it.
- ▶ 25:06 Ashvin Chhabra I was in the retail side of Merrill, so we saw all kinds of clients. 3 times in the scene
- ▶ 40:26 Ashvin Chhabra My view was, give me any large cap stock, JP Morgan, Merrill Lynch, IBM, Microsoft, I still don't know what I'm investing in.
- ▶ 44:53 Ashvin Chhabra I actually released it the month I left Merrill, so there never was a book tour, and I think I sorely underestimated
- ▶ 58:44 Ashvin Chhabra I joined Merrill as global CIO, which is sort of a nice, interesting job after what I
John Barber – The Art of Co-Investing at Cohesive Capital (Manager Meetings, EP.31)
- ▶ 13:05 John Barber We are competing against Goldman, against Morgan, against Merrill, against other people and struggling.
Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
- ▶ 13:20 Savneet Singh And then going to every single meeting and sitting down with Merrill Lynch and Bank of America and Goldman Sachs, all the big banks, and everyone saying, that makes sense.
Max Frumes and Sujeet Indap –Inside the Sausage Factory of the Caesar's Restructuring (Capital Allocators, EP.209)
- ▶ 6:23 Sujit Indap Did that for two years at Merrill Lynch in the San Francisco Bay Area.
- ▶ 56:47 Sujit Indap The second person I would name is a vice president I worked with when I was an analyst in investment banking at Merrill Lynch, which was my first job out of college.
Eli Casdin – Casdin Capital (Manager Meetings, EP.02)
- ▶ 8:50 Eli Casdin If he had taken the stock, this would be a different podcast about what's life on a boat like, and he began looking for the next thing, and that's when he stumbled on biotech, went back to Wall Street as one of the first biotech analysts…
Innovation in Private Markets 2: Mark Johnson – New Leaders in Private Equity at Astra (Capital Allocators, EP.193)
- ▶ 3:56 Mark Johnson I started in investment banking, and then while I was at Merrill Lynch, I worked on a deal called Park Communications.
- ▶ 13:26 Mark Johnson But at the same time, from the day I stepped into Merrill out of Princeton till now, I was always committed to the communications and technology sector.
- ▶ 21:29 Mark Johnson Off and on since our time at Merrill Lynch, my partner Matt Murphy
Innovation in Private Markets 1: Steve Moseley – The Space in Between GPs and LPs at Alaska Permanent Fund (Capital Allocators, EP.192)
- ▶ 5:35 Steve Moseley By the time I'd stumbled through four or five of those, I had kind of learned some things to say, and apparently learned enough to get an offer from Merrill Lynch. 3 times in the scene
Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
- ▶ 4:21 Ted Seides Alex came at the business from a long tenure advising portfolios at Merrill Lynch, and Damien joined after nine years at Bridgewater.
- ▶ 5:39 Alex Shahidi I started at Merrill Lynch as a financial advisor. 8 times in the scene
- ▶ 54:42 Alex Shahidi And David Ho, Mark Sear are two people that we partner with that I've known since my early days in Merrill.
- ▶ 1:04:56 Alex Shahidi I was at Maryland for 15 years.
Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
- ▶ 7:44 Mathieu Chabran My very first job at Merrill Lynch at the time, as a young intern in the Paris office, you know, I met this guy, Antoine Flammarion, who was a first-year analyst, and when he interviewed me, you know, for the first time,
Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
- ▶ 11:33 Scott Wilson I had the opportunity to go to Merrill at the end of my two-year program to be a senior equity research analyst. 3 times in the scene
Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- ▶ 26:37 Morgan Housel Went to Harvard and got an MBA from University of Chicago and was a vice chairman at Merrill Lynch and went bankrupt around the same time that this bumbling country bumpkin gas station attendant left his fortune at charity.
Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
- ▶ 4:47 Ted Seides Prior to taking on this challenge, Greg was the president of Morgan Stanley Wealth Management and Morgan Stanley Investment Management, and before that spent 17 years at Merrill Lynch,
- ▶ 9:20 Greg Fleming So I got a call from Merrill Lynch, which at the time was really starting to expand its wings beyond just retail into being a broad-based financial services company and, and a big name. 6 times in the scene
- ▶ 13:31 Greg Fleming Because when I was made co-president in 2007, I was the youngest president, I think, in the history of Merrill Lynch. 6 times in the scene
- ▶ 18:35 Greg Fleming And then over the next month or two, I realized that it was going to be quite a difficult transition for Merrill and for me personally, because it was a very different culture at Bank America. 3 times in the scene
- ▶ 22:05 Greg Fleming At Merrill it reported to me, I knew the business well, but I was president and I had everything.
- ▶ 39:26 Greg Fleming So if we hire a team from Merrill Lynch or Morgan Stanley, UBS, JP Morgan, they're used to more of an external manager model.
- ▶ 47:33 Greg Fleming I used to say in the Merrill days that the trick on leadership was to find people that were more talented than you and 2 times in the scene
- ▶ 53:40 Greg Fleming At Merrill, I had, there were 65,000 people when I was president, and there were 35,000 in the two businesses at Morgan Stanley.
- ▶ 1:05:29 Greg Fleming I'll come back to what I was saying to you in the Merrill time, because it really was the sale of Merrill Lynch to Bank of America when this was most dramatically illustrated for me. 2 times in the scene
Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
- ▶ 5:08 Doug Phillips Actually, my grandfather's brother, so my great uncle was the manager of a Merrill Lynch office in New Jersey.
Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)
- ▶ 19:27 Peter Kraus Merrill Lynch had replaced their CEO.
- ▶ 19:49 Peter Kraus And John Thain, who was a great friend and remains a great friend and who I had a tremendous amount of respect for, was running Merrill Lynch. 4 times in the scene
David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
- ▶ 7:26 David Zorub I went into a traditional two-year banking program at Merrill Lynch doing credit,
- ▶ 16:29 David Zorub And so when I think about some of the people that I've been exposed to, whether it was my early job at Merrill, someone, one of my senior bankers, Greg Margulies, Greg taught me the credit skill set, and he really made me think at a young…
Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
- ▶ 24:16 unnamed speaker And had gone from being a, you know, relatively pure fixed income asset manager, and then with the acquisitions of State Street Research and Management, Merrill Lynch Investment Managers, and ultimately BGI, along with Quelos, had…
Donna Snider – Inside the Investment Process at the Kresge Foundation (Capital Allocators, EP.84)
- ▶ 8:01 Donna Snider So I did that, so I started with Merrill Lynch, I spent my summer internship there, and then joined full-time after business school.
Stephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69)
- ▶ 1:01:33 Stephen McKeon So like, I get an account of Merrill Lynch, they do KYC, they make sure I'm not doing bad things, you have an account at E-Trade or whatever, and they do the same thing to you, and then we trade through these sort of two walled gardens,…
Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
- ▶ 15:00 Manny Friedman If somebody else followed 10, then I would follow another 10, so I could compete with Merrill Lynch.
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 13:53 James Aitken Merrill Lynch tries to make a margin call on Bear Stearns asset management. 2 times in the scene
Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)
- ▶ 25:26 Brian Portnoy Number one, for the end client, the mom and pop client of, of Merrill or Ameriprise or UBS or Raymond James and so forth, for them to really achieve their financial objectives.
- ▶ 30:04 Brian Portnoy It's funny, like, of course, I thought I knew who Merrill Lynch or Raymond James was, but I had no idea.
Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
- ▶ 6:28 Basil Qunibi I started my career at Merrill Lynch after I graduated UVA, and great training for two years on the credit side. 2 times in the scene
Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)
- ▶ 8:04 Ellen Ellison I joined Merrill Lynch on the sell side, I, and then finally made my way back to graduate school at Columbia Business School.
Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
- ▶ 5:40 Ted Seides Before taking the helm at Brandywine five years ago, Jenny worked at the Sloan Foundation, Stanford University Management Company, and Merrill Lynch in its investment banking programs.
- ▶ 6:54 Jenny Heller And when I got my first job at Merrill Lynch in investment banking, they both thought I was going to be a stockbroker.