Sei Investments Company · NASDAQ:SEIC
Sei Investments — William Blair Growth Stock Conference 2025
14 slides from Sei Investments's conference presentation, Jun 5, 2025
Slide 1: SEI Investments William Blair Growth Stock Conference
SEI Investments William Blair Growth Stock Conference June 5, 2025 ©2025 SEI
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission. In some cases you can identify forward- looking statements by terminology, such as "may," "will," "expect," "believe," ”remain” and "
Slide 3: Serving the financial services industry
Serving the financial services industry. % of Total SEI revenue in 2024 INVESTMENT PRIVATE INSTITUTIONAL INVESTMENT CONSOLIDATED MANAGERS BANKING INVESTORS ADVISORS SEI Technology 33% 18% 3% $1,171M & operations Asset 6% 12% 20% $853M management Example clients: Example competitors: William Blair Gr
Slide 4: The first 20 years
The first 20 years. $16,000 Value of $100 invested at March 1981 $14,000 $12,000 $10,000 $8,000 $6,000 $4,000 $2,000 $0 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 Source: FactSet William Blair Growth Stock Conference JUNE 2025 ©2025 SEI 4
Slide 5: Expanding capabilities and market reach
Expanding capabilities and market reach. Core Technology & Tech, Operations, Capabilities Investment and Asset Operations Management Investment Managers Advisors Markets Institutional Investors Banks Regions United States Canada Ireland U.K. EMEA, Asia 1968 1980 1990 2000 2010 2020 William Blair Gro
Slide 6: The new millennium
The new millennium. $200 Value of $100 invested at January 2001 $160 $120 $80 $40 $0 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Source: FactSet William Blair Growth Stock Conference JUNE 2025 ©2025 SEI 6
Slide 7: The hangover period: Rangebound
The hangover period: Rangebound. $80 SEI share price $60 $40 $20 $0 2015 2016 2017 2018 2019 2020 2021 2022 Source: FactSet William Blair Growth Stock Conference JUNE 2025 ©2025 SEI 7
Slide 8: New leadership
New leadership. SEI names successor to founder Al West as CEO SEI picks next CEO After 54 years, founder Al West picks a successor for SEI, the Pa. company that keeps Wall Street running William Blair Growth Stock Conference JUNE 2025 ©2025 SEI 8
Slide 9: Encouraging progress
Encouraging progress. $90 SEI share price $70 $50 $30 Jan 2022 Jul 2022 Jan 2023 Jul 2023 Jan 2024 Jul 2024 Jan 2025 Source: FactSet William Blair Growth Stock Conference JUNE 2025 ©2025 SEI 9
Slide 10: Leadership: Deep industry experience and fresh perspectives
Leadership: Deep industry experience and fresh perspectives. Ryan Hicke Sean Denham Michael Lane Phil McCabe Sanjay Sharma CEO CFO & COO Head of Asset Management Head of Investment Managers business Head of Private Banking business 3 years in role 1 year in role 1 year in role 7 years in role 3 year
Slide 11: Measurable impact
Measurable impact. Improvements driven by enhanced client engagement, refreshed business leadership and clarity of vision Sales Events ($M) +125% Margins +300bps Q1 '25 TTM $153 Q1 '25 TTM 26.9% 2022 $68 2022 23.9% -$40 $40 $120 $200 21.0% 23.0% 25.0% 27.0% EPS +55% Share Price +46% Q1 '25 TTM $4.60
Slide 12: Drivers of future revenue, margin, and earnings growth
Drivers of future revenue, margin, and earnings growth. Expand asset management businesses well Expand Asset Management focus. beyond current market niches Leverage Investment Managers alternatives Capitalize on alts momentum. strength across enterprise, including SEI AccessTM Operational excellence
Slide 13: Capital allocation, liquidity, and capitalization
Capital allocation, liquidity, and capitalization. Capital returned Liquidity and $10,570 to shareholders Buybacks Dividends capitalization ($M) ($M) $123 $649 $62 $193 $711 $0 Q1 '25 TTM Q1 '25 Cash Long-Term Debt Market Capitalization William Blair Growth Stock Conference JUNE 2025 ©2025 SEI 13
Slide 14: Reconciliation
Reconciliation Slide 3: The following tables provide additional information pertaining to our revenues Slide 11: Reconciliation of GAAP diluted EPS in disaggregated by major product line for each of the Company’s business segments for the year-to- fiscal 2022 to adjusted metric excluding a client da
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