The Motley Fool

MAY 3, 2024

Our clients need capital, and our debt brokerage team did a fantastic job finding the appropriate capital for their needs. The vast majority of 2024 commercial real estate loan maturities are on non-multifamily assets, and the start to the year by our debt brokerage team using non-agency capital is encouraging.

Debt 130

Debt Banks Assets Capital 130

The Big Picture

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned.

Banks 119

Banks Assets Capital Hedge Funds 119

Advent International

JULY 29, 2022

MUMBAI, July 29, 2022 – Advent International (“Advent”), one of the largest and most experienced global private equity investors, today announced that it has agreed to acquire up to a 10% per cent equity stake in YES BANK (“Bank”), the sixth largest private sector bank in India, as part of an overall $1.1

Banks 40

Banks Stakes Financial Services Stock Exchanges 40

Pension Pulse

JANUARY 22, 2024

Last year, Ontario Municipal Employees Retirement System (OMERS) hired investment banks to find a new owner for Toronto-based LifeLabs , according to four sources familiar with the sales process. Two of the sources said OMERS picked New York-based Evercore Group LLC to run the process and also brought in a Canadian bank.

Stakes 52

Stakes Investing Bidding Assets 52

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. They were starting to want to attract international capital. Capital rules were changing. I don’t have to worry about flying around the world collecting capital from LPs. Insurance companies have very long-dated capital.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

Advent International

JANUARY 6, 2023

Advent has been investing in India since 2007 and founded its Mumbai office in 2009. Currently, it has invested/committed over $3.2 Previous healthcare investments in India also include Bharat Serums and Vaccines. Globally, Advent has invested over US$ 10.4 billion across 51 companies in healthcare.

Stakes 40

Stakes Mergers and Acquisitions Shareholders Banks 40

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. You get paid for the incremental risk that you’re taking in a more leveraged capital structure. It’s attracted a lot of capital. BARATTA: Yeah. BARATTA: Yeah.

Private Equity Firms 64

Private Equity Firms Private Equity Firms Assets Finance 64

The Big Picture

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. KENCEL: It’s the investment banking affiliate.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59

The Big Picture

AUGUST 8, 2022

It turns out their business model is a little similar to the way the banking industry has managed to capture a lot of regulators and continue to operate fairly freely without this sort of regulation and capital requirements and equity requirements that would make banking safer. Capital is not …. You mean …. ADMATI: No.

Banks 81

Banks Debt Finance Financing 81

The Big Picture

OCTOBER 31, 2023

Typically, when you’re invested in, in a hedge fund or private equity, you agree to be locked up for a certain period of time. There are occasional windows or gates that open and you could take some capital out. Generally we have a one to maybe two year lockup where you can, you can’t access that capital.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

Pension Pulse

JULY 4, 2023

Ministers and regulators are said to be concerned that Britain ’s biggest water supplier, which has 15 million customers in the capital and along the Thames Valley , may be unable to service its huge debt pile. consortium, led by Australian investment bank Macquarie, that acquired Thames Water from Germany’s RWE AG for £8 billion.

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. It was underwriting, you know, it was like doing investment banking, underwriting public offerings. And he lost.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

The Big Picture

SEPTEMBER 26, 2023

 The transcript from this week’s, MiB: Armen Panossian, Oaktree Capital Management , is below. Armand Posiion is head of performing credit at Oaktree Capital Management, where he works with the likes of, of Bruce Kosh and Howard Marks. You joined in 2007. Another extra, extra special guest. Your, your timing was fortuitous.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Big Picture

DECEMBER 14, 2022

Big part of it also, though, is the capital structure you set up. And being able to capitalize on those kinds of opportunities is so important. We’ve had 16 percent net returns on all of the capital we’ve invested over 30 years. And then also build a set of skills that could be used anywhere. RITHOLTZ: Right.

Assets 64

Assets Mergers and Acquisitions Capital Portfolios 64

The Big Picture

APRIL 11, 2023

DAMODARAN: Capital gains then were taxed with 28 percent. Since 2004, the tax rate on dividends and capital gains is 15 percent, 18 percent, 21 percent. And as you well know, in 2007, accountants fixed what I thought was a horrendous mistake — RITHOLTZ: Right. One of the reasons he succeeded is the money he was investing.

Education 119

Education Finance Financing Taxes 119

The Motley Fool

DECEMBER 21, 2024

These names also not only offer inflation-beating dividend growth, but solid capital appreciation potential as well. Rather, it's a real estate investment trust, or REIT for short. There's a reason it's the nation's single-biggest bank , boasting nearly $3.6 Agree Realty Agree Realty (NYSE: ADC) technically isn't a stock.

Initial Public Offering 244

Initial Public Offering Prospects Banks Investment Banks 244

The Big Picture

MARCH 12, 2024

And we said, let’s just take a little detour here and make sure we understand the credit risk of these things before we sort of travel, start making markets and banking and, and, and really making these a core part of our business. 00:17:19 Can we at Amherst make a $300,000 home investible to a global financial investor?

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Big Picture

AUGUST 23, 2022

BILL BROWDER, FOUNDER, CEO OF HERMITAGE CAPITAL MANAGEMENT: Well, I should just back up one step further which is a little bit on my family background which is what got me interested in all this European stuff. They were not especially supportive until you found one champion who managed to get you a nice pool of capital to invest.

Legal 128

Legal Banks Law Firms Taxes 128

The Big Picture

JANUARY 23, 2024

I grew up a political junkie, worked on senate races and governor’s races, and had the really good fortune of linking up with Barack Obama in 2007. And it seems in venture capital, there are many paths to, to heaven, right? Although my favorite moment was in the dungeons of 2007 when, you know, doldrums of 2007.

Startups 52

Startups Conglomerates Venture Capital Capital 52

The Big Picture

MARCH 25, 2025

And you had the great insight and business acumen to tap out of Bear Stearns in 2007 with all of those options that you had and exercise the options, sell them and launch your shortness, the asset management. We might try that with some of our internal capital. Jim O’Shaughnessy : No, about five and a half years. Totally agree.

Asset Management 59

Asset Management Assets Finance Financing 59