The Motley Fool

AUGUST 28, 2023

average annual return since its initial public offering in 2007. A major opportunity for the company is high-net-worth individuals. The company's continued income and earnings growth should give it the fuel to deliver total returns in the 12% to 15% range over the long term.

Initial Public Offering 246

Initial Public Offering High Net Worth Individuals Assets Asset Management 246

The Big Picture

MAY 9, 2023

It’s like what do I do, how do I address my needs, what are my liability structures, how do I make long-term investment decisions, and then how do I execute upon that overall advice through these individual investment opportunities. RITHOLTZ: — or one of the institutions. SALISBURY: Yes. And then you see some surprise events.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Big Picture

DECEMBER 14, 2022

You shift from high net worth individuals. And no matter how high net worth they are, they’re individuals. You could argue buying that in 2007 was the worst possible time. RITHOLTZ: So let me ask you a very obvious question. They react to markets. They can be emotional.

Assets 64

Assets Mergers and Acquisitions Capital Portfolios 64

The Big Picture

JUNE 20, 2023

In 2007, firms extracted — the private equity firms extracted $20 billion from companies in the form of dividend recapitalizations. I think in 2007, we had 24 square feet per capita versus Europe, which was like 14, and Japan, which was like 9. MORGENSON: It can be collateralized loan obligations, now it’s big private debt.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59