Software - Application · Technology
Jeff Schmidt
Analyst
William Blair
Equibles does not estimate personal net worth.
About Jeff Schmidt
Jeff Schmidt is recorded as Analyst at William Blair. Jeff Schmidt has spoken on 28 earnings calls and 5 other investor events across 12 companies, most recently for Sei Investments Co on October 21, 2026. Those appearances were for SS&C Technologies Holdings Inc (SSNC), Sei Investments Co (SEIC), Assurant, Inc. (AIZ), Marketaxess Holdings Inc (MKTX), GCM Grosvenor Inc. (GCMG) and 7 other companies. The companies whose calls Jeff Schmidt spoke on are classified in the Technology, Financial Services and Communication Services sectors.
Jeff Schmidt on recent calls
“So, I know ETF assets have been growing at a high rate, and you recently out the integration with ICE ETF Hub, I think a few weeks ago. So as you begin distributing these ETFs kind of outside of the SEI ecosystem, how should we think about kind of the size and pace of that opportunity?”
“On the ARS business performance was obviously really good. Michael, I think you mentioned the timing of fees earlier. So is that what kind of drove the average fee rate down a bit, the strong AUM growth and the denominator effect versus any sort of fee pressures?”
“The growth in net operating revenues was principally driven by a $45 million increase in securities revenues.”
“Another question on the lender placed business. Again, good to see the win. Loans tracked are increasing. Are there other deals in the works? I mean, maybe if you could talk about your pipeline there, what that looks like.”
“The non-transaction fees for options were up around 40% in the first half, and I think you called out a couple things or fee increases on January 1, and you launched some new market data products, but could you just give us a sense of how much growth is being driven by these different factors?”
Affiliation history
-
William Blair
Analyst
Transcript header (unverified)
Current
Company network
SEIC
Asset Management · Financial Services
AIZ
Insurance - Property & Casualty · Financial Services
Capital Markets · Financial Services
GCMG
Asset Management · Financial Services
Capital Markets · Financial Services
SNEX
Capital Markets · Financial Services
Financial Data & Stock Exchanges · Financial Services
NDAQ
Financial Data & Stock Exchanges · Financial Services
IQST
Telecom Services · Communication Services
Capital Markets · Financial Services
Capital Markets · Financial Services