Merrill Lynch, every mention

10 scenes (2022), the whole family · ← back to Merrill Lynch

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every year 2022 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

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Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284) Dec 1, 2022 · 2 mentions

  • ▶ 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) Oct 31, 2022 · 1 mention

  • ▶ 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) Sep 5, 2022 · 1 mention

Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260) Jul 4, 2022 · 8 mentions

  • ▶ 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) May 19, 2022 · 1 mention

  • ▶ 13:05 John Barber We are competing against Goldman, against Morgan, against Merrill, against other people and struggling.
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