In short: "Ben's been a great chart" — Verrone, immediately after listing State Street, T. Rowe and Invesco as the asset-management leadership. Read with care: the auto-caption gives only "Ben"; inside a list of traditional asset managers it reads as Franklin Resources (NYSE: BEN), which is how it is tickerized here, but the transcript does not say the company name.
"Ben's been a great chart," said immediately after the State Street / T. Rowe / Invesco list. Franklin Resources trades under the ticker BEN and is exactly that kind of traditional manager, which is why it is recorded here — but note that the transcript never says the company's name, so this is an inference from context, not a quotation.
The underlying claim is the same one running through the whole asset-management segment: these businesses have been structurally out of favour since quantitative easing began, and their charts are turning at the same time as the market's character.
12:22Rowe to Invesco. That's really the leadership within the asset — Yeah, Ben's been a great chart. That's really been the leadership in the asset management space. Interesting. Yeah. And again, I think I can't think of an industry that benefited more from near zero percent interest rates than private equity.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.