Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
Michael Lang is recorded as Analyst at Goldman Sachs. Michael Lang has spoken on 6 earnings calls across 2 companies, most recently for Comcast Corp on October 22, 2026. Those appearances were for Sei Investments Co (SEIC) and Comcast Corp (CMCSA). The companies whose calls Michael Lang spoke on are classified in the Financial Services and Communication Services sectors.
“First, it was encouraging to hear about parks performance expected to strengthen throughout 2027. Just in terms of some of the factors that you called out, on the Orlando side, when do you think we could see Orlando trends begin to improve?”
“So we both are growing the number of ETFs we're outselling both on platform and off platform and the size, the actual volume of the ETF business overall, and the industry is growing as it's ours.”
“Yeah, the good news is with Stratos is we are, we literally, our pipeline is a record high for Stratos across both M&A opportunities as well as recruiting opportunities.”
“We do see that the multiples on the high end definitely have been increasing. And if you look at the scaled firms, there was a report recently that came out that the typical multiple would be between 22 and 24.”
“First, just on the comments around the broadband investments this year, I was just wondering if you could just expand on that a little bit more. You know, is that more in kind of customer relationships and pricing?”
Goldman Sachs
Analyst
Transcript header (unverified)
SEIC
Asset Management · Financial Services
CMCSA
Telecom Services · Communication Services
