Morgan Stanley, every mention

156 scenes, the whole family · ← back to Morgan Stanley

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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

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Randall Stutman - Admired Leadership (Capital Allocators, EP.150) Jul 27, 2020 · 1 mention

  • ▶ 4:32 Ted Seides With something like 2000 senior executives and 400 CEOs, and in our world, with the most senior executives at JPMorgan, Goldman Sachs, Morgan Stanley, and Blackstone.

Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146) Jul 2, 2020 · 1 mention

  • ▶ 6:52 Lauren Taylor Wolfe Really, McKenzie folks meet Accenture folks, and their clients were Amazon and Zebra and others, and my clients turned out to be the big investment banks, so I went to go work with, my clients were Goldman Sachs and Morgan Stanley and the…

Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136) May 4, 2020 · 1 mention

  • ▶ 47:52 Daniel Adamson Not to knock Goldman or Morgan Stanley or JP Morgan, but if you're a family owned business, who do you want as a partner?

Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127) Mar 23, 2020 · 1 mention

  • ▶ 44:29 Michael Mauboussin So at the beginning of the year, I joined counterpoint global, which is part of Morgan Stanley investment management.

Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125) Mar 16, 2020 · 17 mentions

  • ▶ 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,
  • ▶ 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,
  • ▶ 20:33 Greg Fleming But in the final analysis, Morgan Stanley was and is a high-quality firm, and I knew James.
  • ▶ 21:29 Greg Fleming That was a good lead up to it because at Morgan Stanley, I ran asset management and I took over wealth management a year later, a dialogue James and I had going in. 6 times in the scene
  • ▶ 31:12 Greg Fleming One of our senior advisors is Laura Tyson, who sat on the board of Morgan Stanley I've known a long time, and she was at Davos, and she said Davos was about climate change this year.
  • ▶ 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.
  • ▶ 45:08 Greg Fleming They and I talked about doing something like this virtually from the first month or two I left Morgan Stanley.
  • ▶ 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.
  • ▶ 55:13 Greg Fleming I got to know Derek early on in the Morgan Stanley time, so I've known him about 10 years now. 4 times in the scene

Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120) Jan 20, 2020 · 3 mentions

Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119) Jan 6, 2020 · 1 mention

Steve Rattner – Overseeing Michael Bloomberg's Family Office (Capital Allocators, EP.113) Nov 18, 2019 · 4 mentions

  • ▶ 4:19 Ted Seides Steve's career has ranged from a journalist for the New York Times, to investment banking at Lehman Brothers, Morgan Stanley, and Lazard Frere, to founding private equity firm Quadrangle Group, and lastly, to serving in the Obama…
  • ▶ 8:42 Steve Rattner One went to Morgan Stanley. 3 times in the scene

Khe Hy – Radical Shift from Investing to Purpose (Capital Allocators, EP.101) Jun 3, 2019 · 1 mention

  • ▶ 6:22 Khe Hy I had someone explain to me what due diligence meant probably 90 minutes before my first Morgan Stanley interview, which I didn't get the job.

Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92) Mar 25, 2019 · 12 mentions

  • ▶ 4:24 Ted Seides Our conversation covers Jordy's decade of learning at Morgan Stanley and then turns to a deep dive on all aspects of Weiss's equity market neutral multi-manager process.
  • ▶ 7:42 Jordi Visser I got an offer to go to Morgan Stanley to start in their controller and risk management area. 4 times in the scene
  • ▶ 12:40 Ted Seides What were the other lessons that you took away from your experience at Morgan Stanley? 2 times in the scene
  • ▶ 15:35 Ted Seides Before we move on, any other things that pop into your head as important lessons you learned in your years at Morgan Stanley? 4 times in the scene
  • ▶ 1:01:57 Jordi Visser So if you ask me one thing about portfolio managers over the years, having worked with not only the ones here, but the option traders at Morgan Stanley, the number one thing that I care about when it comes to people getting better around…

Ron Biscardi – Putting Hedge Funds in Context (Capital Allocators, EP.83) Jan 21, 2019 · 1 mention

  • ▶ 4:06 Ted Seides Next week, a caravan of investors and managers will descend on Florida for two annual hedge fund events, the Morgan Stanley Breakers Conference and the Context Summit.

Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (Capital Allocators, EP.77) Nov 26, 2018 · 10 mentions

  • ▶ 4:20 Ted Seides Prior to joining IAS, Mark had stints at the Forge Foundation Overseeing Risk, at Morgan Stanley's Alternative Investment Partners, at both quantitative and qualitative hedge funds, and as a management consultant.
  • ▶ 14:03 Mark Baumgartner So the next step was Morgan Stanley. 6 times in the scene
  • ▶ 14:06 Mark Baumgartner I was fortunate, again, in the spirit of luck to find someone who actually understood my background, Jack Coates, who was the CIO at Morgan Stanley's alternative investment partners group in West Contra.
  • ▶ 19:35 Mark Baumgartner Morgan Stanley shrunk lots of businesses. 2 times in the scene

Andrew Tsai – Catching a Theme on the Chalkstream (EP.73) Oct 22, 2018 · 2 mentions

  • ▶ 8:12 Andrew Tsai yeah, you know, Morgan Stanley is about to come in with a big order
  • ▶ 30:47 Andrew Tsai It was originally inside of Morgan Stanley for about 20 years, and they spun out about five years ago, and then they run one of the best STATARB funds in the world.

Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65) Aug 20, 2018 · 1 mention

  • ▶ 34:49 Josh Wolfe You know, I remember I had a friend at Morgan Stanley who, um, was making some big, large private investments, and he went to visit a genetics company, and he said, you know, you guys have invested in a bunch of this stuff, and one of my…

Steven Galbraith – In the Boardroom (Capital Allocators, EP.48) Apr 16, 2018 · 6 mentions

  • ▶ 28:06 Steve Galbraith I mean, because we know each other, Joel Greenblatt's on the board as well, Charlie Johnston, who had run distribution for Morgan Stanley, and Dick Marowich, who is, who was head of one of the accounting practices. 3 times in the scene
  • ▶ 34:57 Steve Galbraith And so Dick Berner, who was the chief economist at Morgan Stanley, I've worked with super able, thoughtful, smart guy. 2 times in the scene
  • ▶ 39:02 Steve Galbraith It's a pretty easy thing to transfer to, and we had a bunch of folks from Morgan Stanley Prime Broker on the board, I'm on the board, other folks like that, and we basically came to the conclusion that the wallet share, we're only in…

Andy Redleaf - Evolution of Markets (Capital Allocators, EP.46) Apr 2, 2018 · 1 mention

Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24) Sep 4, 2017 · 1 mention

  • ▶ 50:13 Jim Dunn So I went to SocGen and Goldman Sachs and Morgan Stanley and said, look, I want a new ISDA.

Thomas DeLong – Authentic Leadership (Capital Allocators, EP.18) Jul 24, 2017 · 14 mentions

  • ▶ 4:22 Ted Seides After starting an academic career under the wing of Stephen Covey, Tom found himself recruited by John Mack to work alongside him to develop a positive culture at Morgan Stanley.
  • ▶ 7:27 Ted Seides I know you were at Morgan Stanley for a while before that, you were teaching before that, and have done incredible work in the areas of individual and organizational change, and I would love to know how in the world you got to this… 2 times in the scene
  • ▶ 13:09 Ted Seides And at, at some point in time you got the call, I don't remember if it was from John Mack, or within Morgan Stanley. 5 times in the scene
  • ▶ 17:58 Ted Seides You, you show up at Morgan Stanley, and John Max brought you in, so people probably take you a little bit seriously, but, you know, people have this technical expertise, they have their heads down, they're trying to make money, and the…
  • ▶ 31:14 Tom DeLong By the way, these are questions that I wish I had known, and push people at Morgan Stanley to ask themselves those questions. 2 times in the scene
  • ▶ 37:32 Tom DeLong I think that the people that I've, I'm attracted to, and by the way, when I walked on a trading floor at Morgan Stanley, I said to myself, I've come home.
  • ▶ 38:44 Ted Seides Joe, how did you decide when it was time to leave Morgan Stanley? 2 times in the scene

Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14) Jul 3, 2017 · 2 mentions

  • ▶ 10:20 Chris Douvos You know, I, I take no satisfaction in the fact that that company was bust in, in 18 months, but it would have been an amazing experience, and I, you know, I would have ended up probably going to work at, at General Catalyst, and life… 2 times in the scene

Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13) Jun 26, 2017 · 1 mention

  • ▶ 14:29 Andy Golden And, um, the chair at the time was a guy named Dick Fisher, who had a day job as chair and CEO of a little firm called Morgan Stanley.

Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04) Apr 27, 2017 · 1 mention

  • ▶ 33:20 Tom Lenehan She started, she gave up a 16 year career at Morgan Stanley as a fixed, she ultimately was the head of fixed income research.

Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03) Apr 20, 2017 · 1 mention

  • ▶ 53:28 Brett Barth The type of investments that used to be on Goldman Sachs or Morgan Stanley's balance sheet back when they were 20, 30 times levered, but, you know, in a, uh, in a Dodd-Frank world, they can't own.

Steven Galbraith – Five Tool Player (Capital Allocators, EP.01) Apr 13, 2017 · 14 mentions

  • ▶ 4:58 Ted Seides And later got recruited by Morgan Stanley to succeed the legendary duo of Barton Biggs and Byron Ween as chief investment strategist. 2 times in the scene
  • ▶ 22:59 Steve Galbraith I then moved on to Morgan Stanley and had Byron and Barton Biggs as, as mentors, and then most prominently, and perhaps the oddest couple of all,
  • ▶ 32:43 Ted Seides When you left Bernstein, you joined Morgan Stanley as the, the chief investment strategist followed in the footsteps of two mega giants, Barton Biggs and Byron Wien, who were just incredibly formidable in those seats. 5 times in the scene
  • ▶ 38:42 Steve Galbraith And so from Morgan Stanley, I really understood the power of momentum and trading, and a lot of the more what I would call real life as opposed to theoretical.
  • ▶ 46:28 Steve Galbraith Yeah, so stepping back after I'd had a modest degree of success at Morgan Stanley, I actually was getting interesting approaches.
  • ▶ 54:46 Ted Seides However, when you are starting a fund, you have far more limited resources than you did at Maverick or at Morgan Stanley.
  • ▶ 1:04:17 Steve Galbraith We worked together at Morgan Stanley in different roles, and Lucy had been a distressed investor with some success on, not some, notable success on her own, so our dinner time conversation tended to be very boring as it was.
  • ▶ 1:13:51 Steve Galbraith You know, it, it kind of does work out, and it, I've talked about this before, but, you know, after September 11th, it was one of the most poignant moments in my life, because Morgan Stanley had been the largest tenant in that building,… 2 times in the scene
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