Wells Fargo, every mention
20 scenes, the whole family · ← back to Wells Fargo
tap a year for its mentions
every year anyone Ted Seides 10Steve Nesbitt 4Stephen McKeon 2Shiloh Bates 2Paul Black 2Jonathan Wang 2Joel Holsinger 2Charlie Ellis 2Tom Russo 1Steve Galbraith 1
Verbatim, from the transcripts: the passages where Wells Fargo comes up
Hotel Investing at EOS – Jonathan Wang (EP.506)
- ▶ 49:25 Jonathan Wang He ran and built Wells Fargo's hotel hospitality lending unit, as well as many other things over a couple of decades. 2 times in the scene
Promote Giving – A New Model for Performance-Driven Giving (EP.496)
- ▶ 7:27 Joel Holsinger John Shrewsbury, who stayed at that group once we sold it to Wells Fargo in 2000, he ended up becoming the CFO of Wells Fargo years later. 2 times in the scene
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.
Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)
- ▶ 48:22 unnamed speaker We partnered with Wells Fargo to focus on companies that have nothing to do with Wall Street, that are family owned. 2 times in the scene
- ▶ 53:41 Jeff Aronson What we've done with Wells Fargo is pretty novel.
Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410)
- ▶ 6:55 Steve Nesbitt The first coming out of business school was with Wells Fargo Investment Advisors, and they were one of the first to do index funds, if not the first. 2 times in the scene
- ▶ 22:24 unnamed speaker I've learned about them, actually implementing them at Wells Fargo Investment Advisors, so created a couple indices, two or three at Wilshire Associates.
- ▶ 47:36 Steve Nesbitt First of all, Bill Sharp, because I got to meet him when I took this job in San Francisco with Wells Fargo, who was an advisor there. 2 times in the scene
Ben Hunt - The Stories that Drive Markets (EP.393)
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
- ▶ 2:58 Shiloh Bates So I went to graduate school at Harvard, and after graduating, I went to work for Wells Fargo as an investment banking analyst. 2 times in the scene
Kipp deVeer – The World of Private Credit at Ares (EP.329)
- ▶ 39:17 Kipp deVeer We have a good friend who used to be the chief risk officer of Wells Fargo, and during the GFC, he came in and he was like, I need to sit down with you guys.
Charley Ellis - Figuring Out Investing and Vanguard (Capital Allocators, EP.286)
- ▶ 48:56 Charlie Ellis Jim Burton, who was, uh, in charge of the trust investment and the investment management division of the Wells Fargo Bank, and didn't get along with George Hopiak, who was the head of the trust division of the Wells Fargo Bank. 2 times in the scene
Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)
- ▶ 43:47 Stephen McKeon It's why we need these big systems of intermediation between, say, Bank of America and Wells Fargo. 2 times in the scene
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- ▶ 42:40 Jonathan Lewinsohn And because we are native to that market, this became the best opportunity just for alpha that we'd ever seen, you know, buying investment grade bonds at spreads that really had not been seen in real companies of consequence from Wells…
Thomas Russo – All About Google (Capital Allocators, EP.90)
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 4:40 Ted Seides Paul's early career included positions at Wells Fargo Bank and Bank of America.
- ▶ 9:58 Paul Black After those five years, Bank of America was sold, or the private bank was sold to Wells Fargo Bank. 2 times in the scene
Steven Galbraith – In the Boardroom (Capital Allocators, EP.48)
- ▶ 36:16 Steve Galbraith So in that sense, it was very helpful because you had a senior woman from Wells Fargo
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
- ▶ 18:59 Paul Johnson When the Wells Fargo news came out last summer, all the corporate stuff, there were a lot of people that felt that stock didn't go down as much as it would because the index funds were all piling in and waiting, and the waiting didn't…
Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
- ▶ 44:30 Ted Seides So I want to talk about a live case study of a name you and Warren have owned in common, which is Wells Fargo. 9 times in the scene