Private Equity Wire

SEPTEMBER 20, 2023

Private credit loans are complex and bespoke, with negotiated terms such as cash flow, timing, and fee structures. A fund structure may have ten investments, but there are 100 mid-tier entities in that structure below the fund level—some of the clients making thousands of loans, which adds to the complexity.

Hedge Funds 96

Hedge Funds Due Diligence Fee Structure Collateral 96

The Motley Fool

NOVEMBER 8, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,034 !* And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $23,657 !* Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $429,567 !*

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

The Motley Fool

FEBRUARY 28, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,990 !* What I mean there is we lowered the base management fee so that, you know, that change in the percentage will reduce the base management fees we get. Netflix: if you invested $1,000 when we doubled down in 2004, youd have $519,375 !*

Capital 130

Capital Asset Management Debt Leveraging 130

The Private Equiteer

FEBRUARY 28, 2023

That’s why PIPE deals are common in distressed or struggling companies, small caps, and markets with low liquidity, such as during the 2008 GFC and the pandemic crash of 2020. Private equity guys like to tout their value creation and financial engineering expertise, but the high fees we get to charge is mostly about providing access.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investing Exit Strategy 52

Pension Pulse

SEPTEMBER 6, 2023

The new rules require private funds to issue quarterly fee and performance reports, and to disclose certain fee structures while barring giving some investors preferential treatment over redemptions and portfolio exposure. On a yearly basis this was the steepest decline since 2008, when All Equity REITs declined 41.1%.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

The Motley Fool

MAY 1, 2024

Let's go back 16 years to 2008 when a very stayed and venerable investment firm was teetering on the brink of bankruptcy. I think we might see an erosion of the fee structure that's traditionally associated with wealth management assets under management between now and this 2050 year that you mentioned.

Banks 130

Banks Leveraging Debt Assets 130

The Big Picture

JUNE 7, 2023

You have to have a truly align fee structure and you have to kind of be willing to go down that road. We thought we were going to launch with a billion five as of March 16th, 2008. And by the time we launched on June 3rd, 2008, we had 413 million in capital. But, you know, you have to have the right model.

Hedge Funds 110

Hedge Funds Funds Capital Returns 110

The Big Picture

FEBRUARY 6, 2024

I could maybe flip that around a little bit since I think particularly post 2008, 2009, the quality style of investing has become a lot more popular. 00:29:44 [Speaker Changed] And and 50 bips is not an unreasonable fee structure for an actively managed fund. That’s the key to quality investing.

Mutual Funds 52

Mutual Funds Finance Financing Assets 52

The Motley Fool

JANUARY 21, 2025

It also boasts a remarkably low fee structure of just 0.00001 XRP per transaction, a tiny fraction of a cent. Apple: if you invested $1,000 when we doubled down in 2008, youd have $43,554 !* Unlike SWIFT, Ripple processes transactions in three to five seconds (the network can handle 1,500 transactions per second).

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Fee Structure Legal Financial Institutions 246

The Motley Fool

JANUARY 26, 2025

One area to keep in mind is the fee structure. The expense ratio is just 0.2%, which means out of every $10,000 invested, only $20 goes to fees each year. Apple: if you invested $1,000 when we doubled down in 2008, youd have $42,191 !* This means you get to keep more of your money over time, clearly a winning result.

Fee Structure 130

Fee Structure Exchange-Traded Funds Assets Returns 130

The Motley Fool

JANUARY 15, 2025

One of his first orders of business was fixing Braintree's fee structure and pricing it according to its value. Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,179 !* Adding in a wholesale business lowers its margins. PayPal's gross margin is still below what it was three years ago, but it's expanding.

Fee Structure 130

Fee Structure Leveraging Accounting Capital 130

The Motley Fool

FEBRUARY 25, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $46,848 !* Could you talk about some of the drivers behind it, where you're investing some of the impacts of the fee structure, contra revenue, and you have restaurants flowing through the business? And that can be how do we think about our fee structures.

Fee Structure 130

Fee Structure Leveraging Capital Shareholders 130

The Motley Fool

FEBRUARY 19, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $46,349 !* We have saved customers hundreds of millions of dollars by disrupting the traditional remittance industry with a digital-first approach, transparent fee structure, and customer-centric innovations.

Leveraging 130

Leveraging Financial Services Shareholders Accounting 130