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Walker & Dunlop (WD) Q1 2024 Earnings Call Transcript

The Motley Fool

Importantly and atypically, over half of our Q1 debt brokerage deal flow was on non-multifamily assets in retail, hospitality, industrial, and office. If the asset is still leasing up and doesn't have 90% occupancy, it can't qualify for a GSE loan. The decrease in non-cash MSR revenues drove a $7.2

Debt 130
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Main Street Capital (MAIN) Q4 2023 Earnings Call Transcript

The Motley Fool

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per share basis. We've also continued to produce attractive results in our asset management business.

Capital 130
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SuperAngel.Fund x Q1 2023 Recap ?

SuperAngel.Fund

” Per a Wall Street Journal article from November 2, 2022 : “Venture has outperformed other asset classes in prior down cycles. As Warren Buffett famously said: “Be fearful when others are greedy, and be greedy when others are fearful.”

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SuperAngel.Fund x Q4 & 2022 Year-End Recap ?

SuperAngel.Fund

” Per a Wall Street Journal article from November 2, 2022 : “Venture has outperformed other asset classes in prior down cycles. I estimate the current net asset value at $7.76m, representing a 25% unrealized IRR and 1.3x into 86 companies across 109 investments. gross multiple.

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Transcript: Michael Carmen, Wellington

The Big Picture

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. So fixed income is now a substantial percentage of our assets. For, for hedge fund or for, 00:06:29 [Speaker Changed] So that was actually Montgomery Asset Management.

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Transcript: Ken Kencel

The Big Picture

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. This is really a fascinating story. Ken Kencel, welcome to Bloomberg.

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Transcript: Armen Panossian

The Big Picture

I wanna say it’s about $179 billion in client assets. You’ve probably heard some aspects of this from the various interviews I’ve done with Howard Marks talking about the distressed asset fund they set up in 2007. You joined in 2007. It’s a very different philosophy. Panossian ] 00:05:18 Yeah.