Morgan Stanley, every mention
12 scenes (2025), the whole family · ← back to Morgan Stanley
tap a year for its mentions
every year 2025 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
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.