The Intersection
SEI Investments
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Join us at The Intersection, where investments and technology meet. Our experts come together to analyze market and industry trends and provide you with innovative ideas to create business efficiency and drive a collaborative culture.
Available episodes
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Dec 6, 2021
Talking taxes
Dean Mioli, Director of Investment Planning, and Steve Wittenberg, Director of Legacy Planning, return for a discussion around year-end tax planning tips. They sit down with Leslie Wojcik, Head of Global Communications, to remind us there’s no need to act like a “deer in headlights” when it comes to the new tax bill.
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Jun 8, 2021
Nicole Marquis on Perseverance and Compassion
Nicole Marquis, founder and CEO of nine plant-based restaurants in Philadelphia and Washington D.C., sits down with SEI’s Seth Morrison and Stephanie Giaramita to talk about the catalysts and milestones that ignited her advocacy passion and paved the way for her impressive career. Enjoy Episode 20.
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May 14, 2021
Tax Planning Strategies: A Year-Round Focus
Dean Mioli and Steve Wittenberg are back to share more strategic tax planning tips. They sit down with Leslie Wojcik to discuss five proposed steps tax payers can take during the second half of this year to prepare for the next tax season. Enjoy Episode 19.
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Apr 28, 2021
The ABCs of Financial Literacy
Dan Simon, CEO and co-founder of Vested, an integrated communications agency, sits down with Leslie Wojcik, Head of Global Communications at SEI, to discuss the importance of incorporating financial literacy into adolescent curriculum and family conversations. Dan shares personal anecdotes that fuel his passion for educating our youth on finances and developing user-friendly products that mitigate the need for a complex understanding of the system to begin with. Enjoy Episode 18.
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Apr 14, 2021
Where Health and Wealth Connect
Russ Kliman, Global Leader of SEI Ventures, and Jacqueline Baker, VP of Startup Programming at AARP Innovation Labs, talk about the rapidly evolving connection between health and wealth—and how technology can support it.
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Mar 24, 2021
Podcast: Going Public: How it Started, How it’s Going
In this episode of The Intersection, our Chairman and CEO Alfred P. West Jr. discusses the decision to take SEI public in 1981, during a time of economic uncertainty.
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Mar 5, 2021
Tested by 2020, Powered by Purpose
In celebration of International Women’s Day, Jennifer Ciotti, Alyssa Mandeville and Emily Swope look back at sessions from the Leadership Summit and review key takeaways gathered from the event. Speakers highlighted in this episode are Lola Banjo, Vivian Estadt, Nicole Marquis, Melissa Butler, Tamara Hobbs and Jane Marcus. Enjoy Episode 15.
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Mar 2, 2021
Tax Talk
Dean Mioli and Steve Wittenberg join Leslie Wojcik to talk tax planning in preparation for the 2021 tax season. Listen as they share their thoughts and ideas on potential legislation that could affect tax payer’s planning decisions. Enjoy episode 14.
Important Information
Neither SEI nor its subsidiaries provide financial estate planning or tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.
Neither SEI nor its subsidiaries provide estate planning services unless you have otherwise separately entered into a written agreement for the provision of certain estate planning services.
This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice. This information is for educational purposes only and should not be interpreted as legal opinion or advice.
Glossary:
The Pease limitation put a cap on how much certain taxpayers could claim in the way of itemized deductions before it was repealed when President Donald Trump signed the Tax Cuts and Jobs Act (TCJA) into law on December 22, 2017. It could potentially return after 2025 if Congress doesn’t intervene when the TCJA expires at that time.
Tax loss harvesting is a strategy of selling securities at a loss to offset a capital gains tax liability. It is typically used to limit the recognition of short-term capital gains, which are normally taxed at higher federal income tax rates than long-term capital gains, though it is also used for long-term capital gains.
An irrevocable trust is a type of trust where its terms cannot be modified, amended or terminated without the permission of the grantor's named beneficiary or beneficiaries. A CRUT (charitable remainder unitrust trust) is an irrevocable trust that provides income to a named beneficiary or beneficiaries during the grantor's life and then the remainder of the trust to a charitable cause. The Spousal Lifetime access Trust (SLAT) is an irrevocable trust where one spouse makes a gift into a trust to benefit the other spouse (and potentially other family members) while removing the assets from their combined estates.
For more information on the Biden campaign tax proposals, please visit https://www.forbes.com/sites/forbesfinancecouncil/2021/01/26/what-changes-you-could-see-under-bidens-tax-plans/?sh=5c72b0e050a0
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Feb 17, 2021
The Value of Shared Experiences
SEI Black Professionals Network board members Tamara Hobbs and Parys Hall join Leslie Wojcik, Head of Global Communications, to discuss the group’s mission. Listen as they chat about the network’s origin and why it’s important for our company.
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Jan 28, 2021
Future Leaders in Finance
Roger Messina and Dan O’Connor join Leslie Wojcik, Head of Global Communications at SEI, to discuss our Future Leaders in Finance program. Roger is a Managing Director for SEI’s Institutional Group, and Dan is a Professor at and Director of Moravian College’s Student Investment Fund. Listen as they explore why getting an early start is the key to developing the future leaders of the financial services industry. Kent State has been a client since 7/3/2017 and Moravian College since 10/31/2016. Investment services are provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company.
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Dec 2, 2020
Unconscious Bias: Making Changes at Scale
In this episode, Krista Deguffroy, Director of Inclusion and Compliance at SEI, and Joe Riddle, Director at Neurodiversity in the Workplace, have a fascinating conversation about unconscious bias. Their discussion focuses on the presence of bias in the workplace, and the impact it can have on an individual’s professional and personal life. Krista and Joe also share actionable steps that can be taken to help mitigate these biases.
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Nov 23, 2020
Finding Your Philanthropic Purpose
In this episode, Leslie Wojcik, Head of Global Communications, sits down with Michael Farrell and Jeff Ladouceur, leaders of our Private Wealth Management team, who share advice and client anecdotes around constructing the best philanthropic approach to make an impact.
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Nov 9, 2020
SEI Salutes our Veterans
In this episode, Krista Deguffroy, Director of Inclusion and Compliance at SEI, sits down with Tom Palmer and Melissa Myers, both of whom co-lead the SEI Salutes affinity group. Listen as they discuss the history and mission of SEI Salutes, and the importance of purposely recruiting veterans and supporting them, and their families, as they transition to civilian careers.
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Oct 20, 2020
Neurodiversity in the Workplace
In this episode, Al Chiaradonna, Senior Vice President of North America Private Banking, talks with Krista Deguffroy and Alicia Peracchia, the co-founders of SEI’s Neurodiversity@Work Program. Expanded from the Austism@Work program, this initiative seeks to increase neurodivergent populations in employment and includes both full-time and internship opportunities. One program highlight includes “discovery weeks,” where prospective interns focus on employment-readiness, collaboration, resume reviews, business shadows, case studies and a reverse career fair—all focused on the skills each candidate brings
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Oct 5, 2020
World Mental Health Day
In this episode, Megan McCloskey, Global Communications Specialist, sits down with Andrew Onimous for an enlightening conversation about his work in mental health advocacy. Andrew is a Director of Corporate Programs and speaker with Minding Your Mind, a nonprofit organization with a mission of providing mental health education and resources to adolescents, teens, young adults and their parents.
In partnership with this organization, Andrew’s goal is to help reduce the stigma surrounding mental health issues and help others who may be suffering know that they are not alone and that it gets better. Andrew shares resources for and insights into coping with mental health issues, particularly in a time of isolation, and provides tips for starting conversations about mental health with colleagues, friends and family.
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Sep 15, 2020
Leaning into Your Strengths
In the sixth episode of The Intersection, Leslie Wojcik, Head of Global Communications, sits down with Lisa Penn, Director of Coaching at SEI, to chat about the CliftonStrengths assessment, which helps individuals uncover and develop their innate strengths. Lisa discusses why people who understand their own top strengths are more engaged, more productive, and happier and healthier. She also explains how CliftonStrengths can improve team dynamics.
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Aug 25, 2020
The Future of Advice
In the fifth episode of The Intersection, Leslie Wojcik, Head of Global Communications, sits down with John Anderson and Russell Andrews. John is the Head of Practice Management for our advisor business in the U.S., and Russell serves as Head of Solutions for our Asset Management Distribution team in the UK, Europe and Asia. John and Russell touch upon the impact of the pandemic on the advisor space, and chat about what the future could hold for advisors and their clients moving forward.
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Aug 4, 2020
The Call to Care
In the fourth episode of The Intersection, we’re joined by John Grasso, a member of our Institutional Marketing team and President of SEI Cares. SEI Cares is our global employee-led group focused on grassroots fundraising and volunteering. This group provides charitable grants to other local 501(c)(3) organizations through the SEI Cares Fund, an employee contribution fund. John sits down with Leslie Wojcik, Head of Global Communications, to talk about the group's history and mission, and share about some of the work SEI employees have been involved in this year.
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Jul 13, 2020
Getting Personal with Linh Nguyen
In the third episode of The Intersection, Linh Nguyen discusses her career path in Human Resources and why it’s imperative for companies to invest in their employees.
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Jun 29, 2020
Radical Empathy and Active Allyship
As part of Pride Month 2020, we are proud to share a conversation between Krista Deguffroy, Director of Inclusion and Compliance at SEI, and Rei Lemashov, LGBTQ+ speaker and advocate. Listen as Rei dives into his own experiences of coming out in the workplace and encourages us to find our own identities.
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Jun 9, 2020
Leadership During Times of Change
In our first episode of The Intersection, our CFO, Dennis McGonigle, shares his thoughts on the resiliency of our workforce, the challenges he’s faced as a leader during the pandemic, and what’s surprised him during the past few months.
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