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Wilma Bertis

Analyst

Raymond James

Equibles does not estimate personal net worth.

About Wilma Bertis

Wilma Bertis is recorded as Analyst at Raymond James. Wilma Bertis has spoken on 8 earnings calls across 7 companies, most recently for Principal Financial Group Inc on July 28, 2026. Those appearances were for Principal Financial Group Inc (PFG), Apollo Global Management, Inc. (APO), Equitable Holdings, Inc. (EQH), CNO Financial Group, Inc. (CNO), BLUE OWL CAPITAL and 2 other companies. The companies whose calls Wilma Bertis spoke on are classified in the Financial Services sector.

Wilma Bertis on recent calls

“Could you talk about the market opportunity in Japan? We know Apollo is very strong there, and there's fewer competitors, and we've definitely seen an uptick in activity with Aflac and Prudential doing some deals.”
Analyst — Raymond James, Apollo Global Management, Inc. Q1 FY2026 Earnings Call ·
“Given the window for buybacks will be May 6th or sometime in June, maybe if we could just drill down a little bit, is there any limit to the amount equitable could buy given limitations on the percentage of daily trading volume?”
Analyst — Raymond James, Equitable Holdings, Inc. First Quarter Earnings Call ·
“Can you talk a little bit about the FAA ban market this year? Our understanding is that just the spread environment is a little bit less favorable. Just interested to hear what you're seeing there.”
Analyst — Raymond James, CNO Financial Group, Inc. Q1 FY2026 Earnings Call ·
“You gave some good color on software earlier, but if you can give us a bit of a preview on what the software LTVs would look like today, sort of an update of those 24 to 26 slides.”
Analyst — Raymond James, Blue Owl Q1 2026 Conference Call ·

Affiliation history

  • Raymond James

    Analyst

    Transcript header (unverified)

    Current

Company network

BLUE OWL CAPITAL

Asset Management · Financial Services

1 appearance Latest appearance 2026-04-30

Recent activity