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SEI Investments Company (SEIC) Presents at 46th Annual William Blair Growth Stock Conference Transcript

June 3, 2026
in Market & News
Reading Time: 4 mins read
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SEI Investments Company (SEIC) Presents at 46th Annual William Blair Growth Stock Conference Transcript
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SEI Investments Company (SEIC) 46th Annual William Blair Growth Stock Conference June 2, 2026 4:20 PM EDT

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Jeffrey Schmitt – William Blair & Company L.L.C., Research Division

Presentation

Jeffrey Schmitt
William Blair & Company L.L.C., Research Division

Go ahead and get started here, everyone. Good afternoon, and thank you for coming. My name is Jeff Schmitt. I cover wealth management and capital market stocks here at William Blair. I would like to introduce SEI Investments. They provide outsourced technology and investment solutions to banks, financial advisers and asset managers. We’re pleased to have with us Sean Denham. He is the CFO and COO of the company. He’ll discuss the business. So thank you, Sean, for joining us. And then just one quick note, just go to our website williamblair.com for a complete list of disclosures. So with that, I will turn it to you, Sean.

Sean Denham
Executive VP, CFO & COO

Thank you, Jeff. Is this — can you hear — yes hear me okay? Great. So nice to see everyone. I recognize a lot of faces, really excited for the faces I don’t know. I’ve been in the chair — in this chair for a little over 2 years now, having a lot of different investor and analyst conversations. And the thing I get the most about individuals that are considering new coverage or potentially thinking about investing in SEI is, “man, you guys are really complex and difficult company to understand.” I disagree. We do have 4 different — we have 4 segments right now. But what I find is the investors or the analysts that really covers well and make the effort to really dive down and do the research and have the conversations with us all agree, we’re actually not that complex of a company.

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