Asset Management · Financial Services
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.”
“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?”
“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.”
“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.”
Affiliation history
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Raymond James
Analyst
Transcript header (unverified)
Current
Company network
Asset Management · Financial Services
Asset Management · Financial Services
Insurance - Life · Financial Services
BLUE OWL CAPITAL
Asset Management · Financial Services
Asset Management · Financial Services
Asset Management · Financial Services
Recent activity
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Earnings call
Blue Owl Q1 2026 Conference Call
BLUE OWL CAPITAL
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