Updated
Updated · Bloomberg · Sep 17
SEC Seeks Guggenheim Staff Interviews in Probe of Mark Walter's $367 Billion Empire
Updated
Updated · Bloomberg · Sep 17

SEC Seeks Guggenheim Staff Interviews in Probe of Mark Walter's $367 Billion Empire

3 articles · Updated · Bloomberg · Sep 17

Summary

  • Recent SEC requests target current and former employees of Guggenheim Investments as regulators look for evidence of potential wrongdoing tied to CEO Mark Walter’s broader business empire.
  • People who managed portfolios for insurance companies are among those the agency wants to question, indicating the inquiry is reaching into parts of Guggenheim’s asset-management operations.
  • Guggenheim Investments oversees about $367 billion, making the interviews a significant escalation for one of the larger US asset managers and widening scrutiny beyond top executives.

Insights

Will a staggering $21 billion reporting error at Guggenheim trigger a systemic crackdown on the life insurance industry?
What happens when billions in hidden insurance funds are secretly used to bankroll a billionaire's private empire?