Analyst
TD Cohen
Equibles does not estimate personal net worth.
Bill Katz is recorded as Analyst at TD Cohen. Bill Katz has spoken on 5 earnings calls across 4 companies, most recently for Alliancebernstein Holding L.P. on October 27, 2026. Those appearances were for Franklin Templeton Inc (BEN), Alliancebernstein Holding L.P. (AB), Marex Group Ltd (MRX) and Carlyle Group Inc. (CG). The companies whose calls Bill Katz spoke on are classified in the Financial Services sector.
“And Seth and Ona, congratulations to you both, respectively. Just maybe wanted to pick up what you mentioned on the high net worth side. You mentioned that the fourth quarter and 27 are feeling pretty good.”
“Jenny you laid out very strong growth beginning of the year for private markets and that you've already exceeded your year-to-date target with one quarter to go.”
“I just have a couple of nits added together, maybe equals one full question. On the tax minimization, tax optimization side, there's been some discussion around potential adverse tax rule for Exchange 351.”
“I apologize for any background, everybody. It's in transit this afternoon. Thank you very much for your commentary. Ian, I was really keyed in on your commentary around just sort of the growth in some of the larger accounts and not a lot of concentration to do that.”
“Just a moment to make sure I understand the math. If it's $4 to $5 billion of announced transactions, is the typical MOEC 2X to sort of think through the realization opportunity?”
TD Cohen
Analyst
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Asset Management · Financial Services
Asset Management · Financial Services
MRX
Capital Markets · Financial Services
Asset Management · Financial Services
