Morgan Stanley, every mention
156 scenes, the whole family · ← back to Morgan Stanley
tap a year for its mentions
every year anyone Ted Seides 76Greg Fleming 15Carla Harris 15Aaron Sack 15Steve Galbraith 12Michael Levy 9Melanie Pickett 9Mark Baumgartner 9Jake Walthour 9Paul Salem 8
Verbatim, from the transcripts: the passages where Morgan Stanley comes up
Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
- ▶ 1:37 Ted Seides My guest on today's show is Lauren Hochfelder, head of Global Real Assets at Morgan Stanley, where she oversees a team of 300 investment professionals across 13 countries, managing eighty billion dollars across real estate, infrastructure,… 5 times in the scene
- ▶ 10:58 Lauren Hochfelder That captures the essence of the culture across Morgan Stanley and the culture within our business.
- ▶ 11:42 Ted Seides You mentioned that when you first started investing, there was already a platform here, Morgan Stanley, we'll say, 26 years ago. 3 times in the scene
- ▶ 29:42 Lauren Hochfelder One of the reasons we've been able to do that is being a part of Morgan Stanley. 3 times in the scene
- ▶ 41:08 Ted Seides Where do the next 26 years at Morgan Stanley bring you? 3 times in the scene
- ▶ 43:44 Lauren Hochfelder It's been an amazing privilege of my life to be at Morgan Stanley for this long and to continue to be challenged and grow and learn every day, even if I'm still here in the same building.
Kieran Goodwin – Private Credit Concerns (EP.494)
- ▶ 8:05 Kieran Goodwin Morgan Stanley was more WASP-y.
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
- ▶ 8:29 Stephen Gilmore Then a detour to the IMF for six years, then back to the markets with Morgan Stanley.
Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
- ▶ 31:22 Lane MacDonald Great group of folks had come from the traditional model, Goldman, Morgan Stanley, and just didn't believe in the model.
Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
- ▶ 10:41 Mike Kelly We ultimately sold it to Morgan Stanley and ran it for Morgan Stanley for a few years. 2 times in the scene
- ▶ 18:46 Ted Seides So after a long period of time of doing that, you sell the business to Morgan Stanley, how did you decide what was going to come next for you?
- ▶ 31:48 Mike Kelly That's an important distinction because when you think about a firm like Morgan Stanley, like a wire house that has a significant number of advisors and their underlying clients looking at these strategies, they don't want an investment…
Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469)
- ▶ 12:20 Dave Thornton It was comprised of banks that were getting into the private markets and had wealth management businesses, so JPMorgan, Morgan Stanley, Goldman, Citigroup, Wells, UBS.
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 58:22 Mason Morfit In the aftermath of Valiant, we made an investment in Morgan Stanley, which was a GSIFI bank not too long after the great financial crisis.
Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)
- ▶ 3:22 Jack Kokko But I was talking to US investment banks and trying to raise money for that business and also made some connections to firms in London where I got an interview at Morgan Stanley and then ended up working as an analyst as my first job out…
Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
- ▶ 10:26 Kipp deVeer We were fortunate because the now head of our wealth management business was a pretty experienced Morgan Stanley guy. 3 times in the scene
- ▶ 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. 2 times in the scene
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
- ▶ 52:30 Kristin Kolurgis-Roland I was an intern at Morgan Stanley in our Lake Forest, Illinois office, which is where I'm from, and at the end of the summer, they offered me my bonus in cash or Apple stock, and I picked cash.
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.
Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
- ▶ 46:09 Brett Barth I mean, one of the things that I loved post Oh eight are things like the Volcker rule, which took Goldman and Morgan Stanley out of proprietary trading businesses.
- ▶ 57:34 Brett Barth They're something that a Morgan Stanley or Citi would put on their prop book, but they can't for red capital charges anymore.
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416)
- ▶ 10:56 Chris and Rob Michalik Started my first job out of college with Morgan Stanley in their mergers and acquisitions group. 2 times in the scene
- ▶ 15:29 Chris and Rob Michalik I started in UBS Capital as a group that I met while at Morgan Stanley, interviewed, got a summer internship between first and second year of business school, went back after business school.
Scott Bessent - Macro Maven (EP.415)
- ▶ 15:04 Scott Bessent The mid to late-ish eighties, there was kind of this tradition of management breakfast that Goldman Sachs, Morgan Stanley would host a management breakfast for a company, and over those years, I'd gotten to be friendly with Jim Chanos,…
Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414)
- ▶ 24:33 Ricky Sandler So we hired in quant, we hired Adam Parker from Morgan Stanley, and in data science, we hired Safar Jaffrey. 2 times in the scene
Graham Weaver – People-Driven Private Equity at Alpine (EP.391)
- ▶ 12:02 Graham Weaver And then Morgan Stanley Capital Partners to my knowledge was the only private equity firm that actually recruited undergrads. 4 times in the scene
- ▶ 13:17 Graham Weaver So I could have not been there and had the exact same impact on Morgan Stanley as I did being there.
Michael Levy – Crow Family Real Estate Empire (EP.353)
- ▶ 4:48 Ted Seides Before joining Crowe, Michael had a long career in real estate finance and investment management at Morgan Stanley, 2 times in the scene
- ▶ 7:59 Michael Levy I was at Prudential Securities, and I understood in that business that there was Class B firms and Class A firms, and so I was able to navigate my way to Salomon Brothers, and they quickly got gobbled up by Citigroup, and I said, well,… 4 times in the scene
- ▶ 10:06 Ted Seides What were the types of problems that you were dealing with inside of Morgan Stanley on the real estate side? 10 times in the scene
- ▶ 17:13 Michael Levy And here's another Morgan Stanley guy that I don't know coming in who has a different background, not from the liquid side.
- ▶ 19:17 Michael Levy There was no discussion of, oh, I see you went to NYU and you worked at Morgan Stanley.
- ▶ 56:12 Michael Levy Owen ran Morgan Stanley Real Estate when I was there, and I had the privilege of being his ops officer.
- ▶ 58:07 Michael Levy When I joined Morgan Stanley in 1998, there was this guy, Chris Niehaus, that I worked for, who, for the first time in my life, really gave me a review. 2 times in the scene
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
- ▶ 25:53 Vincent Daniel But it's a way of thinking that Porter and I never wanted to get to that level of thinking of just pair trading, say, Citigroup versus Morgan Stanley and pray to God.
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
- ▶ 18:06 Kiyan Zandiyeh So in a country like Pakistan, where we have a gentle Qassad, was at Morgan Stanley before, started a mapping company in the US, actually sold it, moved back to the country, was running one of the payment companies there, and then was…
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
- ▶ 4:34 Ted Seides Including the decision to return half the capital in 2011 and to sell a minority stake to Morgan Stanley and owning a stake in the Milwaukee Bucks NBA franchise over the last decade.
- ▶ 23:09 Marc Lasry Morgan Stanley's been a great partner. 4 times in the scene
Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)
- ▶ 0:52 Ted Seides My guest on today's Sponsored Insight is Aaron Sack, the head of Morgan Stanley Capital Partners, Morgan Stanley Investment Management's middle market private equity business.
- ▶ 0:52 Ted Seides My guest on today's Sponsored Insight is Aaron Sack, the head of Morgan Stanley Capital Partners, Morgan Stanley Investment Management's middle market private equity business.
- ▶ 1:03 Ted Seides Our conversation covers Aaron's path to Morgan Stanley, 16 years ago, the strengths and weaknesses of investing under the umbrella of the bank, and his team's investment principles and approach across sourcing, due diligence, deal-making,… 2 times in the scene
- ▶ 2:20 Aaron Sack Went to France on a Fulbright scholarship and was wandering around Paris while my friends were at Morgan Stanley working 20 hours a day.
- ▶ 8:54 Ted Seides So how'd you get from Goldman to Morgan Stanley? 3 times in the scene
- ▶ 11:20 Aaron Sack Morgan Stanley Private Equity is a pretty focused, disciplined, middle market private equity platform. 3 times in the scene
- ▶ 11:27 Aaron Sack So despite the large backing support brand of a global institution like Morgan Stanley, ultimately, we are trying to find smaller investments in illiquid founder and family-owned businesses where we typically take 50 to 60, 70% of the… 6 times in the scene
- ▶ 14:22 Aaron Sack So while the investment management division run by Dan Simkowitz and David Miller, who runs private credit and equity within the investment management division, they've done a great job at insulating the investment teams 2 times in the scene
- ▶ 32:05 Aaron Sack I was new to Morgan Stanley.
- ▶ 35:31 Aaron Sack In fact, he once told me, when I went off to Wharton, he said, I think you're going to end up a partner at Goldman Sachs, and we haven't kept in great touch, but I can tell him I've done even better because I'm at Morgan Stanley. 2 times in the scene
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
- ▶ 8:11 Tom Steyer And I had previously worked for two years as a mergers and acquisition analyst at Morgan Stanley out of college.
John-Austin Saviano – Emerging Managers and IC Governance (Capital Allocators, EP.294)
- ▶ 5:02 Ted Seides Whether you're joining hundreds of managers and allocators at Morgan Stanley's Breakers Conference, or AMA, or thousands at iConnection's Global Alts, you're in for a week of focused, nonstop meetings and gatherings.
Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
- ▶ 40:36 Tom Majewski Morgan Stanley or Citibank or JP Morgan, and we'll negotiate with them as to what their placement fees would be.
Frank Brosens – Culture and Partnership at Taconic Capital (Capital Allocators, EP.282)
- ▶ 8:31 Frank Brosens The big firms at the time were First Boston, Morgan Stanley.
Melanie Pickett – Modern Technology in the Investment Office at Northern Trust (Capital Allocators, EP.281)
- ▶ 0:56 Ted Seides Prior to Northern Trust, she spent six years as Chief Operating Officer at Emory University's Investment Office, and over a decade rising to Executive Director in Investment Operations at Morgan Stanley.
- ▶ 3:35 Melanie Pickett And the Supreme Court case was happening, and so I started temping at Morgan Stanley, literally answering phones at the front desk to pay rent, and they had a job opening, and that job opening was to work in this group called the Port… 6 times in the scene
- ▶ 5:29 Melanie Pickett So that would be operations, technology, risk, HR, legal, finance, things that I had done a little bit of at Morgan Stanley again, but was pretty naive in terms of the endowment world at large and the buy side.
- ▶ 6:53 Ted Seides Now, what did you find when you had seen the tech stack at Morgan Stanley, and then came into Emory, both what you saw at Emory and the conversations you had with these other large endowments? 2 times in the scene
- ▶ 24:32 Melanie Pickett My roles at Morgan Stanley had always been focused on change.
- ▶ 40:05 Melanie Pickett One, I had a manager at Morgan Stanley, Mike Lamenta, who now runs Wealthspire.
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.
Jack Sommers – Core Fixed Income at IR+M (Manager Meetings, EP.39)
- ▶ 4:57 Jack Somers So I was lucky enough to get a job at Morgan Stanley and
Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
- ▶ 3:18 Andy Acker And after I withdrew my applications from medical school, I actually went to Morgan Stanley,
Annie Duke – The Power of Quitting (Capital Allocators, EP.273)
- ▶ 39:32 Annie Duke So Dean Witter and the Discover card gets actually bought by Morgan Stanley, and at the time it represented 40% of the worth of Morgan Stanley. 2 times in the scene
SPECIAL ANNOUNCEMENT: Private Equity Deals Podcast
- ▶ 37:19 unnamed speaker And then as we engaged on that idea with other organizations, whether it was nonprofits like Ford Foundation, Rockefeller Foundation, banks, Goldman, Morgan Stanley, really all the banks were excited about this.
Carla Harris – Pearls of Career Wisdom (Capital Allocators, EP.267)
- ▶ 4:06 Ted Seides My guest on today's show is Carla Harris, a senior client advisor at Morgan Stanley, which is the most recent of many posts in her 35 year career at the firm that included serving as vice chairman of wealth management, heading the emerging…
- ▶ 17:22 Ted Seides When you were first at Morgan Stanley, you mentioned understanding what those adjectives are for the organization you're joining. 4 times in the scene
- ▶ 28:06 Carla Harris So that was an important decision because it also changed my career trajectory because it gave me a level of visibility with senior people in the firm that I would not have had if I had stayed in M&A. 11 times in the scene
- ▶ 48:31 Carla Harris And then in the role of senior advisor, because I've had the privilege of working for a great firm like Morgan Stanley for 35 years, if there's anything else that I can do to bring value to the firm, I want to be able to do that too. 2 times in the scene
- ▶ 51:39 Carla Harris I'm going to pick two leaders here at Morgan Stanley. 2 times in the scene
Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)
- ▶ 47:53 Paul Enright And the risks off your book and it disappears into the ether and it's Goldman or Morgan Stanley.
Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
- ▶ 7:46 Josh Friedman I was in one of the most interesting places in the M&A department because that was a business that was just exploding, thanks to people like Steve Friedman who ran that group and later on went to run Goldman, thanks to Bob Greenhill at…
John Barber – The Art of Co-Investing at Cohesive Capital (Manager Meetings, EP.31)
- ▶ 8:35 John Barber Tommy Saunders, a very legendary Morgan Stanley investment banker had been the syndicate manager.
- ▶ 11:19 John Barber Some people who were younger, who had already worked at a Payne Weber or a Prue or a Shearson or this or that very rarely from a Solomon or from a Goldman or from a Morgan. 2 times in the scene
Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)
- ▶ 13:33 Sahil Bloom They're hiring these kids that have gone and worked at Goldman Sachs for three summers in a row or Morgan Stanley or whatever.
Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
Will Cook - Sunriver Management (Manager Meetings, EP.22)
- ▶ 13:10 Will Cook And then after college, I was lucky enough to get a job at Morgan Stanley and didn't really want to be an investment banker, but it was good training. 2 times in the scene
- ▶ 23:49 Will Cook So it's William Blair and Avondale or something and not Morgan Stanley, Goldman Sachs, JP Morgan.
Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
- ▶ 23:08 Chas Cocke A manager would come to Charlottesville, show up, and they would have this amazing PowerPoint deck, and we'd go through it, and then the next day, another manager would show up, and they'd have an amazing PowerPoint deck, and man, it…
Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
- ▶ 24:49 Jordi Visser I remember what it felt like after nine 11, when people left the city and I left Morgan Stanley only a year and three months after the best man at my wedding and my best friend growing up died in nine 11.
- ▶ 1:02:08 Jordi Visser And so that inspiration, and the reason I bring it up that way, people always have like mentors, always have stuff, but my IQ helped me when I finally did start to focus at school and when I got the job at Morgan Stanley. 2 times in the scene
Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
- ▶ 8:18 Savneet Singh I spent my first two years of my career in investment banking at Morgan Stanley. 2 times in the scene
- ▶ 14:15 Savneet Singh I do think that I remember when I got to my investment banking class at Morgan Stanley and looking around and it was a very poignant moment.
- ▶ 59:56 Savneet Singh You know, when I got a, my first Morgan Stanley check, she made me go donate it.
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 32:57 Barry Sternlicht And I know like Goldman is in, parts of JP Morgan are in, parts of Morgan Stanley are in.
Katie Hall – Hall Capital Partners (Capital Allocators, EP.213)
- ▶ 6:06 Katie Hall So after I got out of grad school, I went back to Morgan Stanley, where I worked at the risk arb desk.
Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210)
- ▶ 6:10 Matt Spielman So I did start my career at Morgan Stanley, and I was in the fixed income analyst program, but actually just upon graduation from undergrad. 2 times in the scene
- ▶ 14:29 Matt Spielman The more senior I got in the various jobs, whether it was at Morgan Stanley or at some of these young companies, or I spent six years at Viacom and also was a senior leader at a digital media agency within the publicist group.
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- ▶ 15:15 Jonathan Lewinsohn I went to Morgan Stanley to do investment banking after college.
- ▶ 17:17 Jonathan Lewinsohn I was a very hard worker in school, always probably put in a little more effort than I needed to, and was not necessarily when I was working, when I was at Morgan Stanley or I was at Wachtell Lipton, I did what I needed to do to get by,…
Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)
- ▶ 25:25 Doug Ostrover Now I had come from GSO and Blackstone and we'd had a lot of success there, but to get people to leave Goldman and Morgan Stanley and other direct lenders,
Bill Ford – General Atlantic (Manager Meetings, EP.03)
Innovation in Private Markets 1: Steve Moseley – The Space in Between GPs and LPs at Alaska Permanent Fund (Capital Allocators, EP.192)
- ▶ 4:50 Steve Moseley My first interview, which I remember was with Morgan Stanley, was a complete disaster, which is what you would expect if you, if you knew how little I knew then, it had to be a disaster, but I didn't know what to expect.
Private Equity Masters: Paul Salem – Providence Equity Partners (Capital Allocators, EP.175)
- ▶ 7:57 Paul Salem And I called Morgan Stanley collect. 5 times in the scene
- ▶ 11:56 Paul Salem So after about nine months at Morgan Stanley, they had raised one hundred and seventy one million dollars.
- ▶ 12:02 Paul Salem And I was on a roadshow for Morgan Stanley. 2 times in the scene
Diversity, Equity & Inclusion 3: Shundrawn Thomas – Leading the Way (Capital Allocators, EP.153)
- ▶ 5:59 Shundrawn Thomas The last one actually being working for Morgan Stanley, because over time I moved from having an interest in accounting, believing that I would be an auditor to really getting exposed to the capital markets and investing in those things. 2 times in the scene
Diversity, Equity & Inclusion 1: Jacob Walthour – A Blueprint for Diversity (Capital Allocators, EP.151)
- ▶ 3:52 Ted Seides And at investment managers Cowan, Citadel, More Capital, and Morgan Stanley Asset Management.
- ▶ 11:11 Jake Walthour So I transitioned from the state comptroller's office to working at, at Morgan Stanley Asset Management. 3 times in the scene
- ▶ 12:16 Jake Walthour Morgan Stanley back then was sort of on the cutting edge of international investing, really viewed as one of the true kind of global firms. 6 times in the scene
- ▶ 34:13 Ted Seides I want to circle back to kind of where we were with your career, because after Morgan Stanley, I know you spent the better part of the last two decades in and around the hedge fund space in a whole bunch of different seats. 2 times in the scene
page 1 of 2 · 100 scenes per page · newest episode first next →