Wellington Management, every mention
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every year anyone Ted Seides 175Jean Hynes 57Sarah Williamson 13Sarah Samuels 10Mark Sullivan 8Wendy Cromwell 5Roberto Ish 4Michael Carmen 4Fran Kinniry 4Charlie Ellis 3
Verbatim, from the transcripts: the passages where Wellington Management comes up
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- ▶ 41:41 Rodney Comegys Wellington runs on our behalf.
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- ▶ 23:57 Ryan Lovell One of the big industry initiatives that we've worked on with huge CSDs, banks and asset managers, the likes of DTCC, Euroclear, Swift, Wellington, UBS.
Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)
- ▶ 0:52 Ted Seides My guests on today's sponsored insight are Mark Sullivan and Roberto Ish, partners at Wellington Management, the 1.3 trillion dollar privately owned firm. 4 times in the scene
- ▶ 3:20 Ted Seides Would love to dive back into what brought you each to this path of hedge funds at Wellington. 6 times in the scene
- ▶ 6:42 Ted Seides Wellington getting into hedge funds, even predating Mark in the mid nineties. 10 times in the scene
- ▶ 9:03 Roberto Ish 23rd or 24th year, but it was essentially, instead of having our clients pick one fund or two funds, whether it be thematic or focusing on a sector, is saying, we can take the best of what's at Wellington, package it in one global… 3 times in the scene
- ▶ 16:21 Mark Sullivan And then the part relates more specifically to Wellington, which is Wellington has, I think, a very unique and strong starting point as an investment platform for a hedge fund team. 3 times in the scene
- ▶ 21:26 Ted Seides Does you think about growing and building talent on the hedge fund platform, particularly that's not already inside of Wellington? 8 times in the scene
- ▶ 31:26 Roberto Ish We want to utilize the breadth of Wellington.
- ▶ 33:12 Ted Seides Curious how you think about that when the portfolio managers are all within the Wellington umbrella. 6 times in the scene
- ▶ 46:27 Mark Sullivan Our goal is to attract talent to the platform that can thrive here and take advantage of what makes Wellington unique. 2 times in the scene
- ▶ 49:54 Mark Sullivan For me, it's hard to name just two, and I think that's a testament to Wellington that, you know, I've been here for a long time, and Wellington itself is designed as a collaborative culture, and it really lives that. 3 times in the scene
Training Grounds: Wellington Management – Jean Hynes (EP.423)
- ▶ 4:38 Ted Seides Wellington Management is one of the world's largest privately held asset managers, managing over 1.3 trillion dollars in assets with 875 investment professionals across 19 offices and nearly a hundred year history with an unusually low… 6 times in the scene
- ▶ 7:04 Ted Seides Well, I'd love to dive into this training ground story of Wellington going through your story as a classic homegrown talent. 5 times in the scene
- ▶ 10:06 Jean Hynes So we continue to have a really robust early career group at Wellington, so people who start out either right from college, a few years out of college, or from MBAs that are starting their career in the investment management industry.
- ▶ 11:15 Jean Hynes So by the time someone joins Wellington, and they will joke about it, like they will typically have gone anywhere from 25 to 35 interviews. 8 times in the scene
- ▶ 13:28 Jean Hynes Because like every company, Wellington has its ways of working, and it can be a little overwhelming to get to understand Wellington. 6 times in the scene
- ▶ 22:52 Jean Hynes I'm 33 years at Wellington, and I'm not an unusual partner at Wellington to have spent, one, my entire career or a long career at Wellington, but I think it's a very personal thing when people want to leave the partnership and retire. 3 times in the scene
- ▶ 26:26 Jean Hynes You have a group of people who are better at their jobs because they're part of the broader Wellington ecosystem. 2 times in the scene
- ▶ 28:07 Jean Hynes If you take Wellington at its core, we're a research shop. 4 times in the scene
- ▶ 33:18 Jean Hynes Investors in London are part of the Wellington investment platform and ecosystem, and it didn't become a siloed office.
- ▶ 36:40 Jean Hynes Over time, it became what else makes sense for Wellington to win, and I think we take the lens on what are our clients interested in? 4 times in the scene
- ▶ 48:07 Jean Hynes Even in an organization as nice and kind as Wellington, that's really important.
- ▶ 48:37 Jean Hynes You're going to make a bunch of decisions, but in the end, it's back to the story of Wellington. 6 times in the scene
- ▶ 50:59 Ted Seides So Jean, as you step back and think about the takeaways of what's made Wellington such a great training ground over the years, 3 times in the scene
Succession - Sarah Samuels on Generational Transitions (EP.400)
- ▶ 16:34 Sarah Samuels Wellington has a wonderful program where they are basically providing in-house executive coaching and a leadership program for managing directors and even some partners to learn about these skills, and other organizations support a coach.
- ▶ 21:13 Sarah Samuels Wellington has
- ▶ 43:46 Ted Seides Smaller public equity firms or hedge funds compared to much longer standing, maybe traditional long only to mutual fund organizations, Wellington capital, fixed income organizations, in terms of how you calibrate that succession in a…
Jennifer Prosek – Nailing the Narrative (EP.396)
- ▶ 45:44 Jennifer Prosek And the reason is, if you look at the unbelievable women I work with, Jean Hines at Wellington, Jenny Johnson at Franklin Templeton, Robin Grew at Man Group, and the list goes on.
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
- ▶ 6:44 Sarah Samuels I started my career as an administrative assistant at Wellington Management Company.
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 6:34 Sarah Samuels I started my career as an administrative assistant at Wellington Management Company.
Ted Seides – Unlocking Investment Wisdom (EP.352)
- ▶ 4:54 Ted Seides We recorded live in Wellington Management's headquarters earlier this month in front of a crowd that included Tim McCusker, the CIO at NEPC, and Gene Hines, the CEO of Wellington, and both past guests on the show. 2 times in the scene
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- ▶ 0:52 Ted Seides My guest on today's Sponsored Insight is Michael Karman, the co-head of private investments at Wellington Management. 5 times in the scene
- ▶ 7:17 Ted Seides How did you eventually find your way to Wellington? 5 times in the scene
- ▶ 8:50 Michael Carmen For the majority of my career at Wellington, I was a diversified portfolio manager on the public side over the course of that first decade.
- ▶ 10:49 Michael Carmen So for us specifically, I thought it would be a great strategy because when I think about the elevator pitch or what does Wellington even bring to the table around this asset class is that we're able to bring public market expertise to the… 2 times in the scene
- ▶ 16:04 Ted Seides As you're digging through that diligence on the company, how do you go about leveraging the massive research platform of everyone else at Wellington? 3 times in the scene
- ▶ 50:43 Michael Carmen He hired me at Wellington in 1999.
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
- ▶ 30:52 Vincent Daniel I think Wellington. 2 times in the scene
Charley Ellis - Figuring Out Investing and Vanguard (Capital Allocators, EP.286)
- ▶ 4:59 Ted Seides From Inside Vanguard, we cover the rocky early days of Vogel's folly, the firm's on-again, off-again relationship with Wellington, its growth under Jack Brennan, compensation model, recent initiatives, and future prospects.
- ▶ 32:35 Charlie Ellis Well, the early, early years, Jack was at the old fashioned mutual fund, balanced fund manager, Wellington management, and he was terrific at doing what was traditional in the trade at those days. 2 times in the scene
- ▶ 35:54 Ted Seides So if you think today about what Wellington became, multi-trillion dollar asset manager, what Vanguard became, it's hard to think back to that time when this split happened and Jack goes and starts this thing called Vanguard, this… 11 times in the scene
- ▶ 41:41 Ted Seides How did Vanguard come back to Wellington to have what's today a very symbiotic relationship? 2 times in the scene
- ▶ 1:02:45 Charlie Ellis And then if you said, well, how about someone who's not so much an investment manager, but someone you really admire for their capabilities at organizing it, then I would go to Bob Doran, who for many years was the leader of the…
Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
- ▶ 44:10 Charles Van Vleet I have no problem with seed capital, something at Wellington or seed capital where it's a room full of adults can handle a sharp knife.
Carla Harris – Pearls of Career Wisdom (Capital Allocators, EP.267)
- ▶ 22:08 Carla Harris And that actually came with experience and dealing with certain salespeople who covered Fidelity or Wellington or Capital or Janice.
Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
- ▶ 5:48 Sarah Samuels One was as a fund accountant with a very well-known custodian bank here in Boston, and one was as an administrative assistant at Wellington Management Company. 3 times in the scene
- ▶ 7:19 Sarah Samuels I was there for six years. 2 times in the scene
- ▶ 8:18 Sarah Samuels So Prim was a client of Wellington's and they were super well-respected.
Fran Kinniry – The Comfort of Paradox at Vanguard Group (Capital Allocators, EP.173)
- ▶ 21:00 Fran Kinniry We have a portfolio review department that does manager and oversight, where we will partner with the world's greatest asset managers, and some examples would be Wellington, Bailey Gifford, PrimeCap,
- ▶ 27:01 Fran Kinniry We had one manager, Wellington.
- ▶ 46:29 Fran Kinniry Someone is trading on the other side of every trade, and to think that Wellington and Bailey Gifford and Harbor Vest are not at a competitive advantage to retail investors, people doing this on their own, smaller active management shops,… 2 times in the scene
Ted Seides - Capital Allocators Year in Review (Capital Allocators, EP.170)
- ▶ 11:28 Ted Seides And Wellington Management.
Sustainable Investing 10: Hiro Mizuno – Changing the Game (Capital Allocators, EP.148)
- ▶ 1:22 Ted Seides My special thanks go out to Wellington Management for sponsoring this miniseries, Sustainable Investing, The Next Frontier. 5 times in the scene
Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
- ▶ 1:22 Ted Seides My special thanks go out to Wellington Management for sponsoring this mini series, Sustainable Investing, The Next Frontier. 5 times in the scene
Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
- ▶ 1:22 Ted Seides My special thanks go out to Wellington Management for sponsoring this miniseries, Sustainable Investing, The Next Frontier. 5 times in the scene
Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
- ▶ 1:22 Ted Seides My special thanks go out to Wellington Management for sponsoring this mini series, Sustainable Investing, The Next Frontier. 5 times in the scene
Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)
- ▶ 1:22 Ted Seides My special thanks go out to Wellington Management for sponsoring this mini series, Sustainable Investing, The Next Frontier. 5 times in the scene
Sustainable Investing 5: David Blood - Pioneering a Generation (Capital Allocators, EP.143)
- ▶ 1:22 Ted Seides My special thanks go out to Wellington Management for sponsoring this miniseries, Sustainable Investing, The Next Frontier. 5 times in the scene
Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)
- ▶ 1:22 Ted Seides My special thanks go out to Wellington Management for sponsoring this miniseries, Sustainable Investing, The Next Frontier. 5 times in the scene
Sustainable Investing 3: Bob Litterman – Pricing Climate Risk (Capital Allocators, EP.141)
- ▶ 1:22 Ted Seides My special thanks go out to Wellington Management for sponsoring this miniseries, Sustainable Investing, The Next Frontier. 4 times in the scene
Sustainable Investing 2: Liqian Ma – Allocator Perspective (Capital Allocators, EP.140)
- ▶ 1:20 Ted Seides My special thanks go out to Wellington Management for sponsoring this miniseries, Sustainable Investing, The Next Frontier. 5 times in the scene
Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
- ▶ 4:01 Ted Seides My guest on the first episode of Sustainable Investing, The Next Frontier, is Wendy Cromwell, Vice Chair of Wellington Management and the Director of Sustainable Investment at the firm. 3 times in the scene
- ▶ 6:16 Wendy Cromwell Coming up from the bottom up with our investors and others at Wellington, including some from within my former team, where we were focused on impact investing. 3 times in the scene
- ▶ 15:16 Ted Seides You are Wellington, an active manager. 2 times in the scene
- ▶ 27:47 Ted Seides If you take a step back or Wellington's a big organization, how do you think about the lens of sustainable investing effectively across the whole firm? 3 times in the scene
- ▶ 40:16 Wendy Cromwell They do a literature review, and they say, here, Wellington, read all of this, so that we have more of a basis
- ▶ 1:09:42 Wendy Cromwell I've been in the asset management industry, and in fact, I've been at Wellington for 24 years, and I feel like my whole, my work is just self-growth.
- ▶ 1:12:57 Ted Seides My special thanks go out to Wellington Management for sponsoring this mini-series, Sustainable Investing, The Next Frontier. 6 times in the scene
Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
- ▶ 42:32 Kip McDaniel It applies for Wellington. 2 times in the scene
Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
- ▶ 46:54 Scott Kupor Rowe or BlackRock or Wellington, I'm
Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
- ▶ 4:06 Ted Seides My guest on today's show is Jean Heinz, a managing partner at Wellington Management, where she is one of three people responsible for the governance of Wellington's storied partnership. 5 times in the scene
- ▶ 5:23 Ted Seides So we're going to try to tell your story and the Wellington story. 11 times in the scene
- ▶ 9:06 Jean Hynes So that is what got me noticed at Wellington.
- ▶ 15:20 Ted Seides A certain way of looking at stocks, and how does that work its way back into portfolios that you're managing, and then broader portfolios that Wellington's managing? 8 times in the scene
- ▶ 18:41 Ted Seides Was there more of an ethos of the firm that there was either a style bias or a certain way of doing research back then? 6 times in the scene
- ▶ 24:15 Jean Hynes So I think if you ask the last hundred people that were hired at Wellington, they will say the interview process is long and in depth and at the time can seem like a lot. 3 times in the scene
- ▶ 28:34 Jean Hynes Determine a managing director bonus, which is sharing the part of the profits of the firm, and then allocating the profits of the firm to each partner every year. 6 times in the scene
- ▶ 32:33 Ted Seides Wellington for a long time has managed active assets under the Vanguard brand. 4 times in the scene
- ▶ 35:46 Jean Hynes So one of our big areas of investment is in, we have a new group form or group coming together called investment science, and so that's a big area of investment for Wellington as a whole, and the goal of that group would be, when I think… 3 times in the scene
- ▶ 43:48 Jean Hynes We have a few groups here at Wellington. 6 times in the scene
- ▶ 55:25 Jean Hynes One would probably be, and I tell this to a lot of young people at Wellington, is to don't sweat the small things that 2 times in the scene
Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)
- ▶ 4:41 Ted Seides Prior to joining FCLT Global in 2016, Sarah spent 21 years at Wellington Management Company, where she was most recently a partner and director of alternative investments. 2 times in the scene
- ▶ 7:27 Sarah Williamson and then I went to business school at Harvard and went to McKinsey, first in London and then in Dallas and then in Boston for five years, and then I went to Wellington. 9 times in the scene
- ▶ 11:22 Ted Seides And Wellington, I think maybe people don't know this, but has always managed a lot of Vanguard's active money. 2 times in the scene
- ▶ 14:00 Sarah Williamson So I loved Wellington. 3 times in the scene
- ▶ 39:55 Sarah Williamson So one of the things we did at Wellington years ago, I was responsible for overseeing a number of portfolios that the OCC also was responsible for looking at.
Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)
- ▶ 50:08 Chris Douvos So richly valued and wire kind of fidelity and Wellington, all these hedge funds playing in Silicon Valley.