Morgan Stanley, every mention

24 scenes (2022), the whole family · ← back to Morgan Stanley

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

  • ▶ 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) Nov 21, 2022 · 1 mention

Melanie Pickett – Modern Technology in the Investment Office at Northern Trust (Capital Allocators, EP.281) Nov 17, 2022 · 12 mentions

  • ▶ 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) 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.

Jack Sommers – Core Fixed Income at IR+M (Manager Meetings, EP.39) Oct 20, 2022 · 1 mention

Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274) Oct 6, 2022 · 1 mention

  • ▶ 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) Oct 3, 2022 · 2 mentions

  • ▶ 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 Sep 15, 2022 · 1 mention

  • ▶ 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) Aug 22, 2022 · 20 mentions

  • ▶ 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) Aug 15, 2022 · 1 mention

  • ▶ 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) Jul 25, 2022 · 1 mention

  • ▶ 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) May 19, 2022 · 3 mentions

  • ▶ 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) May 9, 2022 · 1 mention

  • ▶ 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) Mar 28, 2022 · 1 mention

  • ▶ 56:10 Kathy Xu You quit your job at Morgan Stanley to run this small company, and the internet bubble already burst.
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