UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________ FORM 10-Q ________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ☐ ACT OF 1934 For the transition period from_________to ________ Commission File Number: 0-10200 _______________________________ ...

SEI Investments Company (NASDAQ:SEIC) Q3 2023 Results Conference Call October 25, 2023 4:30 PM ET Â Company Participants Alex Whitelam - Director, IR Ryan Hicke - CEO Dennis McGonigle - CFO Paul Klauder - EVP and Head, Advisor Business Jay Cipriano - EVP and Head, Institutional Business Phil McCabe - EVP and Head, Investment Managers Services Sanjay Sharma - EVP and Global Head, Private Banking & Wealth Management Conference Call Participants Owen Lau - Oppenheimer Ryan Kenny - Morgan Stanley Crispin Love - ...

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________ FORM 10-Q ________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ☐ ACT OF 1934 For the transition period from_________to ________ Commission File Number: 0-10200 ____________________________________ ...

Alex Whitelam – Director-Investor Relations Ryan Hicke – Chief Executive Officer Dennis McGonigle – Chief Financial Officer Sanjay Sharma – Executive Vice President and Global Head-Private Banking Ladies and gentlemen, thank you for standing by. Welcome to the SEI Second Quarter 2023 Earnings Call. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session, instructions will be given at that time. [Operator Instructions] As a reminder, this conference is b ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________ FORM 10-Q ________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ☐ ACT OF 1934 For the transition period from_________to ________ Commission File Number: 0-10200 ___________________________________ ...

On the talent and culture front, we have remained steadfast that to achieve our goal, we need to embrace change and align top talent across SEI to accelerate our growth. Today, I would like to highlight a couple of immediate leadership changes. Paul Klauder will lead our Investment Advisors business, which will expand to focus on North American intermediaries. Jay Cipriano will take Paul's current role as Head of our Institutional Asset Management business and join the current executive management team at S ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_________to ________ Commission File Number: 0-10200 ________________________________________ ________________________________________ SEI INVESTMENTS COMPANY (Exact name of R ...

SEI Investments Company (NASDAQ:SEIC) Q4 2022 Earnings Conference Call January 25, 2023 4:30 PM ET Conference Call Participants Ryan Kenny - Morgan Stanley Owen Lau - Oppenheimer Mike Brown - KBW Operator Lindsey Opsahl Welcome, everyone. Thank you for joining us on today's fourth quarter 2022 earnings call. Joining me on today's call are Ryan Hicke, SEI's Chief Executive Officer; Dennis McGonigle, Chief Financial Officer; and the leaders of our business segments, Paul Klauder, Phil McCabe, Sanjay Sharma an ...

SEI Investments Company (NASDAQ:SEIC) Q3 2022 Earnings Conference Call October 26, 2022 4:30 AM ET Company Participants Lindsey Opsahl - Head-IR Ryan Hicke - CEO Dennis McGonigle - CFO Paul Klauder - EVP, Head of the Institutional Group Phil McCabe - EVP, Head-Investment Manager Services Sanjay Sharma - EVP and Global Head-Private Banking Wayne Withrow - EVP, Independent Advisor Solutions Conference Call Participants Owen Lau - Oppenheimer Ryan Kenny - Morgan Stanley Ryan Bailey - Goldman Sachs Operator Lad ...