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    Trevor Dodds

    Research Analyst at Jefferies Financial Group Inc.

    Trevor Dodds is an Equity Research Associate at Jefferies Financial Group Inc., specializing in equity research with company coverage including Affiliated Managers Group. While direct performance metrics such as TipRanks success rates or specific returns are not publicly listed, Dodds actively participates in earnings calls and analytical research, demonstrating detailed industry awareness. He began his finance career after holding previous roles, and career records show prior registration with BOFA Securities, Inc. as a broker, supporting his professional credentials. Dodds maintains required securities licenses as validated through FINRA BrokerCheck.

    Trevor Dodds's questions to BILL Holdings (BILL) leadership

    Trevor Dodds's questions to BILL Holdings (BILL) leadership • Q4 2025

    Question

    Trevor Dodds from Bank of America requested a deeper explanation of the AI 'agents' opportunity within payables and payments, asking for specific use cases.

    Answer

    Founder, CEO & Chairperson René Lacerte detailed the strategic shift from a 'do it with you' to a 'do it for you' model, powered by AI. He emphasized that Bill's unique position is built on a massive dataset (over 1% of U.S. GDP) and deep customer trust. Mr. Lacerte provided several use cases for the agents, including automating document intake and routing, streamlining supplier management and onboarding, optimizing payment execution, and generating strategic financial insights for SMBs, effectively providing them with a virtual finance function.

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    Trevor Dodds's questions to AFFILIATED MANAGERS GROUP (AMG) leadership

    Trevor Dodds's questions to AFFILIATED MANAGERS GROUP (AMG) leadership • Q4 2024

    Question

    Trevor Dodds, on behalf of Dan Fannon, inquired about the current new investment pipeline compared to a year ago and whether the change in administration has affected discussions with potential affiliates.

    Answer

    President and CEO Jay Horgen confirmed the new investment pipeline remains strong, highlighting the recent NorthBridge Partners deal as an example of their strategy to invest in high-growth private markets firms. Horgen noted that NorthBridge, a specialist in industrial logistics real estate, chose AMG for its growth capital and strategic support while preserving independence. He stated the broader pipeline is predominantly focused on alternatives and that the current administrative environment is viewed as favorable for accelerating new investments, potentially due to lower regulation and a pro-business climate.

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