20 episodes

Join us at The Intersection, where investments and technology meet. Our experts come together to analyze market and industry trends and provide you with innovative ideas to create business efficiency and drive a collaborative culture.

The Intersection SEI Investments

    • Business
    • 5.0 • 8 Ratings

Join us at The Intersection, where investments and technology meet. Our experts come together to analyze market and industry trends and provide you with innovative ideas to create business efficiency and drive a collaborative culture.

    Nicole Marquis on Perseverance and Compassion

    Nicole Marquis on Perseverance and Compassion

    Nicole Marquis, founder and CEO of nine plant-based restaurants in Philadelphia and Washington D.C., sits down with SEI’s Seth Morrison and Stephanie Giaramita to talk about the catalysts and milestones that ignited her advocacy passion and paved the way for her impressive career.  Enjoy Episode 20.

    • 29 min
    Tax Planning Strategies: A Year-Round Focus

    Tax Planning Strategies: A Year-Round Focus

    Dean Mioli and Steve Wittenberg are back to share more strategic tax planning tips. They sit down with Leslie Wojcik to discuss five proposed steps tax payers can take during the second half of this year to prepare for the next tax season. Enjoy Episode 19. 

    • 29 min
    The ABCs of Financial Literacy

    The ABCs of Financial Literacy

    Dan Simon, CEO and co-founder of Vested, an integrated communications agency, sits down with Leslie Wojcik, Head of Global Communications at SEI, to discuss the importance of incorporating financial literacy into adolescent curriculum and family conversations. Dan shares personal anecdotes that fuel his passion for educating our youth on finances and developing user-friendly products that mitigate the need for a complex understanding of the system to begin with.  Enjoy Episode 18.

    • 28 min
    Where Health and Wealth Connect

    Where Health and Wealth Connect

    Russ Kliman, Global Leader of SEI Ventures, and Jacqueline Baker, VP of Startup Programming at AARP Innovation Labs, talk about the rapidly evolving connection between health and wealth—and how technology can support it.

    • 18 min
    Podcast: Going Public: How it Started, How it’s Going

    Podcast: Going Public: How it Started, How it’s Going

    In this episode of The Intersection, our Chairman and CEO Alfred P. West Jr. discusses the decision to take SEI public in 1981, during a time of economic uncertainty.

    • 23 min
    Tested by 2020, Powered by Purpose

    Tested by 2020, Powered by Purpose

    In celebration of International Women’s Day, Jennifer Ciotti, Alyssa Mandeville and Emily Swope look back at sessions from the Leadership Summit and review key takeaways gathered from the event. Speakers highlighted in this episode are Lola Banjo, Vivian Estadt, Nicole Marquis, Melissa Butler, Tamara Hobbs and Jane Marcus. Enjoy Episode 15.

    • 34 min

Customer Reviews

5.0 out of 5
8 Ratings

8 Ratings

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