SEI Investments Company (NASDAQ:SEIC) Q2 2022 Earnings Conference Call July 20, 2022 4:30 PM ET Company Participants Lindsey Opsahl – Head-Investor Relations Ryan Hicke – Chief Executive Officer Dennis McGonigle – Chief Financial Officer Phil McCabe – Executive Vice President, Head-Investment Manager Services Sanjay Sharma – Executive Vice President and Global Head-Private Banking Wayne Withrow – Executive Vice President, Independent Advisor Solutions Conference Call Participants Ryan Kenny – Morgan Stanley ...

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, 2022 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) Q1 2022 Earnings Conference Call April 20, 2022 4:30 PM ET Company Participants Al West - Chairman and Chief Executive Officer Ryan Hicke - Executive Vice President Dennis McGonigle - Chief Financial Officer Al Chiaradonna – Senior Vice President, SEI Wealth Platform Phil McCabe - Head of Investment Manager Services Wayne Withrow - Executive Vice President, Independent Advisor Solutions Paul Klauder - Executive Vice President, Head of the Institutional Group Conference ...

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, 2021 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 ...

Connecting financial services SEI Investments Company (NASDAQ:SEIC) Investor Presentation, Q4 2021 ©2021 SEI | --- | --- | |--------------|--------------------------------------------------------------------------------------------------------------------------------------------------| | | | | Who we are. | We're part of the financial services industry's backbone, delivering platforms and solutions that help our clients face and embrace change. | ©2021 SEI 2 Who we are. Distinct position. With relationships ...

SEI Investments Company (NASDAQ:SEIC) Q4 2021 Earnings Conference Call January 26, 2022 4:30 PM ET Company Participants Alfred West - Chairman and CEO Al Chiaradonna - SVP, SEI Wealth Platform Phil McCabe - Head of Investment Manager Services Dennis McGonigle - CFO Kathy Heilig - Controller Wayne Withrow - EVP, Independent Advisor Solutions Paul Klauder - EVP, Head of the Institutional Group Conference Call Participants Owen Lau - Oppenheimer Michael Young - Truist Securities Robert Lee - KBW Chris Donat - ...

☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 or UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________ FORM 10-Q ________________________________________ ☐ 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 2021 Earnings Conference Call October 20, 2021 4:30 PM ET Company Participants Alfred West - Chairman and CEO Dennis McGonigle - EVP and Chief Financial Officer Steve Meyer - EVP, Head of Global Wealth Management Services Wayne Withrow - EVP, Independent Advisor Solutions Paul Klauder - EVP, Head of the Institutional Group Conference Call Participants Owen Lau - Oppenheimer Robert Lee - KBW Christopher Donat - Piper Sandler Ryan Kenny - Morgan Stanley Ryan Bailey - G ...

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, 2021 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) Q2 2021 Earnings Conference Call July 21, 2021 4:30 PM ET Company Participants Al West - Chairman and CEO Dennis McGonigle - Chief Financial Officer Steve Meyer - EVP, Head of Global Wealth Management Services Wayne Withrow - EVP, Independent Advisor Solutions Paul Klauder - EVP, Head of the Institutional Group Conference Call Participants Robert Lee - KBW Chris Donat - Piper Sandler Ryan Kenny - Morgan Stanley Ryan Bailey - Goldman Sachs Owen Lau - Oppenheimer Operator ...