Podcasts by The Intersection
Join us at The Intersection, where investments and technology meet. Thought leaders and movers and shakers come together to discuss what’s shaping the future of business, community and culture.
Further podcasts by SEI Investments
Podcast on the topic Geldanlage
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Talking taxes from 2021-12-06T10:23:25
Dean Mioli, Director of Investment Planning, and Steve Wittenberg, Director of Legacy Planning, return for a discussion around year-end tax planning tips. They sit down with Leslie Wojcik, Head ...
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Nicole Marquis on Perseverance and Compassion from 2021-06-08T12:22:44
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 mi...
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Tax Planning Strategies: A Year-Round Focus from 2021-05-14T16:30:10
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 ...
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The ABCs of Financial Literacy from 2021-04-28T13:27:17
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 finan...
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Where Health and Wealth Connect from 2021-04-14T09:57:32
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 ...
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Podcast: Going Public: How it Started, How it’s Going from 2021-03-24T23:24:51
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.
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Tested by 2020, Powered by Purpose from 2021-03-05T13:57:52
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....
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The Value of Shared Experiences from 2021-02-17T11:28:18
SEI Black Professionals Network board members Tamara Hobbs and Parys Hall join Leslie Wojcik, Head of Global Communications, to discuss the group’s mission. Listen as they chat about the network...
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Future Leaders in Finance from 2021-01-28T15:47:31
Roger Messina and Dan O’Connor join Leslie Wojcik, Head of Global Communications at SEI, to discuss our Future Leaders in Finance program. Roger is a Managing Director for SEI’s Institutional Gr...
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Unconscious Bias: Making Changes at Scale from 2020-12-02T09:54:17
In this episode, Krista Deguffroy, Director of Inclusion and Compliance at SEI, and Joe Riddle, Director at Neurodiversity in the Workplace, have a fascinating conversation about unconscious bia...
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Finding Your Philanthropic Purpose from 2020-11-23T12:44:03
In this episode, Leslie Wojcik, Head of Global Communications, sits down with Michael Farrell and Jeff Ladouceur, leaders of our Private Wealth Management team, who share advice and client anecd...
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SEI Salutes our Veterans from 2020-11-09T11:05
In this episode, Krista Deguffroy, Director of Inclusion and Compliance at SEI, sits down with Tom Palmer and Melissa Myers, both of whom co-lead the SEI Salutes affinity group. Listen as they d...
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Neurodiversity in the Workplace from 2020-10-20T12:18:46
In this episode, Al Chiaradonna, Senior Vice President of North America Private Banking, talks with Krista Deguffroy and Alicia Peracchia, the co-founders of SEI’s Neurodiversity@Work Program. E...
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World Mental Health Day from 2020-10-05T17:12:14
In this episode, Megan McCloskey, Global Communications Specialist, sits down with Andrew Onimous for an enlightening conversation about his work in mental health advocacy. Andrew is a Director ...
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Leaning into Your Strengths from 2020-09-15T21:07:38
In the sixth episode of The Intersection, Leslie Wojcik, Head of Global Communications, sits down with Lisa Penn, Director of Coaching at SEI, to chat about the CliftonStrengths assessment, whic...
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The Future of Advice from 2020-08-25T17:23:12
In the fifth episode of The Intersection, Leslie Wojcik, Head of Global Communications, sits down with John Anderson and Russell Andrews. John is the Head of Practice Management for our advisor ...
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The Call to Care from 2020-08-04T16:41:16
In the fourth episode of The Intersection, we’re joined by John Grasso, a member of our Institutional Marketing team and President of SEI Cares. SEI Cares is our global employee-led group focuse...
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Getting Personal with Linh Nguyen from 2020-07-13T15:43:53
In the third episode of The Intersection, Linh Nguyen discusses her career path in Human Resources and why it’s imperative for companies to invest in their employees.
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Radical Empathy and Active Allyship from 2020-06-29T12:08:29
As part of Pride Month 2020, we are proud to share a conversation between Krista Deguffroy, Director of Inclusion and Compliance at SEI, and Rei Lemashov, LGBTQ+ speaker and advocate. Listen as ...
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Leadership During Times of Change from 2020-06-09T16:57:59
In our first episode of The Intersection, our CFO, Dennis McGonigle, shares his thoughts on the resiliency of our workforce, the challenges he’s faced as a leader during the pandemic, and what’s...
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