I think there was a bit of a miss from folks on G&A. We did have some FX gains this quarter, and travel typically slows down a bit in the first quarter after a heavy fourth quarter.
Apr 30, 2025 / receipt, needs a key / Jason Gottlieb, other | earnings call 2025-04-30 | transcript a5e9540f-758b-45fb-a0e0-36dd8c2c7beb | chars 21552-21733 | segment 21
Travel expenses were also up $3 million during the year. The higher expense was driven by an increased travel by investment research and distribution professionals.
Feb 7, 2024 / receipt, needs a key / CJ Daly, CFO | earnings call 2024-02-07 | transcript b662440d-8394-4605-9b79-dec61f2f797d | chars 13272-13436 | segment 13
Travel may also increase slightly in 2024 as we execute on our growth initiatives.
Feb 7, 2024 / receipt, needs a key / CJ Daly, CFO | earnings call 2024-02-07 | transcript b662440d-8394-4605-9b79-dec61f2f797d | chars 16932-17014 | segment 17
Travel expenses continued to increase during the quarter, driven by client activity and the hosting of our annual investment forum, which attracted approximately As a result of lower revenues, year-to-date adjusted operating income and adjusted debt income for adjusted share were down 23% compared to the 2022 year-to-date period.
Aug 2, 2023 / receipt, needs a key / CJ Daly, CFO | earnings call 2023-08-02 | transcript 326c2bbf-7aca-46c3-b7d3-0ec755a4a36d | chars 11327-11658 | segment 11
We also expect increases in technology and travel spend resulted in a projected increase in fixed operating expenses of approximately 5% in 2023.
Feb 1, 2023 / receipt, needs a key / CJ Daley, CFO | earnings call 2023-02-01 | transcript acc8a927-d8f4-45c6-9b3a-fdc254a5b61e | chars 15780-15925 | segment 15
We've looked over the past couple of years to get some direction and looking forward, and it's hard to extrapolate the trend line. we do see more activity in the marketplace with regards to due diligence than we've seen in the past couple of years. And we credit that to more of client research, consultant research, intermediary research, getting out and traveling again, and conducting due diligence.
Feb 1, 2023 / receipt, needs a key / Eric Coulson, CEO | earnings call 2023-02-01 | transcript acc8a927-d8f4-45c6-9b3a-fdc254a5b61e | chars 18261-18663 | segment 18
We also expect increases in technology and travel spend, resulting in a projected increase in fixed operating expenses of approximately 5% in 2023.
Feb 1, 2023 / receipt, needs a key / CJ, CFO | earnings call 2023-02-01 | transcript acc8a927-d8f4-45c6-9b3a-fdc254a5b61e | chars 49205-49352 | segment 50
We've added some systems in 2022, which now the full cost of those systems is primarily related to fixed income, kick in, and then T&E continues to return to sort of pre-COVID levels, and we expect that to be, you know, fully back to what we would have expected prior to COVID in 2023.
Feb 1, 2023 / receipt, needs a key / CJ, CFO | earnings call 2023-02-01 | transcript acc8a927-d8f4-45c6-9b3a-fdc254a5b61e | chars 62827-63112 | segment 64
The decreases were partially offset by an increase in travel expenses, which have trended back to pre-COVID levels.
Aug 3, 2022 / receipt, needs a key / CJ Daly, CFO | earnings call 2022-08-03 | transcript f3978e1f-f7a0-4139-91db-4783170a0b3c | chars 11205-11320 | segment 11
Travel came back pretty robustly this quarter, back to, you know, pre-COVID levels.
Aug 3, 2022 / receipt, needs a key / CJ Daly, CFO | earnings call 2022-08-03 | transcript f3978e1f-f7a0-4139-91db-4783170a0b3c | chars 20078-20161 | segment 20
Expenses rose 2%, primarily due to higher incentive compensation, travel, and administrative expenses.
Feb 2, 2022 / receipt, needs a key / CJ Daley, CFO | earnings call 2022-02-02 | transcript cfad9029-5573-4c18-b598-458c927b7cf2 | chars 12582-12684 | segment 12
In addition, we expect travel expense at some point will revert to pre-pandemic levels, but as of now, it hasn't.
Feb 2, 2022 / receipt, needs a key / CJ Daley, CFO | earnings call 2022-02-02 | transcript cfad9029-5573-4c18-b598-458c927b7cf2 | chars 15901-16014 | segment 16
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company_statement / Sep 9, 2026 / receipt
Client Relationship Associate | {"ats": "greenhouse", "city": "Boston", "state": "MA", "job_id": "8178173", "remote": false, "category": "other", "function": "retail", "location": "Boston, MA", "job_t
company_statement / Sep 3, 2026 / receipt
Client Relationship Associate | {"ats": "greenhouse", "city": null, "state": null, "job_id": "8178230", "remote": false, "category": "other", "function": "retail", "location": "London, UK", "job_title
company_statement / Sep 3, 2026 / receipt
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company_statement / Sep 1, 2026 / receipt
Competitive Intelligence Associate | {"ats": "greenhouse", "city": "Milwaukee, WI (preferred) | Boston, MA | Chicago, IL | New York, NY | San Francisco, CA | Denver", "state": "CO", "job_id": "8167355
company_statement / Aug 31, 2026 / receipt
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company_statement / Aug 27, 2026 / receipt
Sales Enablement Associate | {"ats": "greenhouse", "city": "Milwaukee", "state": "WI", "job_id": "8157098", "remote": false, "category": "sales_expansion", "function": "sales", "location": "Milwaukee,
company_statement / Aug 25, 2026 / receipt
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company_statement / Aug 25, 2026 / receipt
Salesforce Developer Information Technology
company_statement / Aug 25, 2026 / receipt
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company_statement / Aug 24, 2026 / receipt
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company_statement / Aug 17, 2026 / receipt
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company_statement / Aug 17, 2026 / receipt
| CJ Bailey | CFO | - | receipt |
| CJ Daley | CFO | - | receipt |
| CJ Daly | CFO | - | receipt |
| CJ Marcus | CFO | - | receipt |
| Eileen L. Kwei | Executive Vice President | - | receipt |
| Eric Colson | CEO | - | receipt |
| Eric Coulson | CEO | - | receipt |
| Eric Holson | CEO | - | receipt |
| Eric Olson | CEO | - | receipt |
| Eric Rosenberg | CEO | - | receipt |
| Gregory K. Ramirez | Senior Vice President | - | receipt |
| Jason A. Gottlieb | President | - | receipt |
| Ryan G. Von Hoff | Vice President | receipt | |
| Samuel B. Sellers | Executive Vice President | - | receipt |
| Sarah A. Johnson | Chief Legal Officer | - | receipt |
| 2026-02-03 | Vice President, appointed | sec_8k |
| 2023-01-11 | Executive Vice President, appointed | sec_8k |
| 2021-01-28 | Executive Vice President, appointed | sec_8k |
| 2021-01-28 | President, appointed | sec_8k |
| 2017-02-06 | Executive Vice President, appointed | sec_8k |
| 2013-10-28 | Chief Legal Officer, appointed | sec_8k |
| 2013-10-28 | Chief Legal Officer, departed | sec_8k |
| 2013-10-28 | Senior Vice President, appointed | sec_8k |