Pension Pulse

MAY 17, 2023

The 77-year-old billionaire told the Financial Times that big asset managers had competed aggressively to lend to the largest private equity groups as money poured into their coffers in 2020 and 2021, raising questions over the due diligence the funds conducted when they agreed to provide multibillion-dollar loans.

Debt 52

Debt Pension Funds Banks Due Diligence 52

Pension Pulse

JANUARY 25, 2024

Investments in climate-focused technology are a growing priority for TVG, which manages about $7-billion in assets and typically backs tech companies that are moving past their startup stage and looking for funds to help them grow more quickly. Stephen McLennan is appointed Chief Investment Officer, Asset Allocation.

Investors 59

Investors Funds Startups Assets 59

Blackstone

NOVEMBER 16, 2023

4 To discuss the opportunities in this rising asset class and how to navigate the benefits and challenges of higher-for-longer rates, I welcome, as indicated below, the perspectives of Jonathan Bock, Co-CEO of Blackstone’s Business Development Companies (BDCs) and Global Head of Market Research for Blackstone Credit. All rights reserved.

Leveraging 52

Leveraging Banks Debt Leveraged Buyouts 52

The Motley Fool

JANUARY 30, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $320,756 !* Our assets under management were $617 billion at the end of the fourth quarter, up 13% sequentially and up 47% compared to the fourth quarter of last year. Wealth was up 4%, led by growth in investment management.

Companies 130

Companies Consultants Consulting Taxes 130

The Motley Fool

FEBRUARY 15, 2024

And when they put their capital behind something, it's after a lot of due diligence and a lot of homework and a strong belief in the future of the company. And then in 2025, we'll start to ratchet up some of the other covenants that we have had in place in terms of net leverage ratio, interest coverage and asset ratios.

Financing 100

Financing Finance Capital Debt 100

The Big Picture

JANUARY 9, 2024

And it restarted in, I wanna say March of 2009, but like onlya little bit. Like they had an asset that was not, you know, that was a very untraditional, you know, like we have this ability to tap retail investors to refinance and they played it really fascinatingly. 00:33:08 Who, who is advising him to waive due diligence?

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Motley Fool

DECEMBER 3, 2024

The SEC requires funds managing more than $100 million in assets to file these forms within 45 business days after the close of each quarter. And then, of course, even the best are sometimes wrong, so make sure to do your due diligence. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,946 !*

Securities and Exchange Commission (SEC) 241

Securities and Exchange Commission (SEC) Due Diligence Companies Stock Exchanges 241

The Big Picture

JULY 26, 2022

Well, you have to have a certain track record, be around for certain length of period, be able to check all of their due diligence boxes, and that takes time and money. All-in, you’re $8 billion in assets totally. I’ve had a coach since 2009. WEAVER: And you can overpay for any asset. WEAVER: Yeah.

Consultants 119

Consultants Consulting Private Equity Firms Private Equity Firms 119

The Motley Fool

FEBRUARY 28, 2024

We started in 2009 at the infancy of AWS. Holcim's predictive maintenance program monitors a large number of assets and will generate significant yearly economic value in reduced maintenance costs and production increases. And that is what we do at C3 AI. So, as we power into 2024 and 2025, the world is very much coming our way.

Liabilities 130

Liabilities Due Diligence Professional Services Legal 130

The Big Picture

DECEMBER 20, 2022

And that, quite frankly, was the beginning of the of the asset class. And emerging market is not this homogeneous asset class. And you can see, you know, assets have gone. And if you look on your Bloomberg screen today, on that day, the asset went from 6 cents to 12 cents — RITHOLTZ: Wow. KOENIGSBERGER: Yeah.

Hedge Funds 64

Hedge Funds Debt Banks Assets 64

The Big Picture

MARCH 12, 2024

There were financial experiments where the borrower hadn’t been through due diligence. No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We’re we’re the quant shop in real estate, in the quant shop in physical assets. The LTV was very high.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Big Picture

APRIL 11, 2023

And again, some history, until 2009 or ‘10, Warren Buffett actually spoke out against buybacks. And I think, in a sense, to complete the story, you need to bring in what happened in 2009, in fact, the previous decade to these FAANG stocks — RITHOLTZ: Which was amazing. DAMODARAN: We’re going to do our due diligence.

Education 119

Education Financing Finance Taxes 119

The Motley Fool

MARCH 24, 2025

Digital Asset Stockpile, which was announced in early March by the Trump White House. And, indeed, investment giant BlackRock is now partnering with XRP on an asset tokenization project that uses this Ripple stablecoin. Before you invest in XRP, be sure to do your due diligence and understand the potential risk factors involved.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Due Diligence Exchange-Traded Funds Legal 246

The Motley Fool

FEBRUARY 18, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $360,040 !* At Marigold, we celebrated 5 million ounces of life of mine gold production from the asset on December 30th, a huge accomplishment and a testament to the quality of the mine and the team.

Assets 130

Assets Due Diligence Liabilities Accounting 130

The Motley Fool

JANUARY 29, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $334,473 !* In the fourth quarter, our operating metrics included organic subscription run rate growth of 8%, excluding FX headwinds, and 7% on a reported basis; asset-based fee run rate growth of 15%; and a retention rate of 93%.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Motley Fool

JANUARY 23, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $381,355 !* This companies strengthens Air Group with several key strategic assets, including a leading position in a top 25 U.S. Our Hawaiian assets outperformed expectations in the fourth quarter. year over year.

Financing 130

Financing Finance Taxes Debt 130

The Motley Fool

JANUARY 30, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $320,756 !* We recently won a multimillion-unit RAM data harvesting and cloud-enhanced driving assist program from a very key customer in parallel with continued due diligence for supervision.

Due Diligence 130

Due Diligence Capital Banks Accounting 130

The Motley Fool

JANUARY 29, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $334,473 !* Our strategy was to build a broad portfolio, and we're up to 18 assets now, and you saw us do a couple of partnerships, a few partnerships last year to build out this portfolio even further. Turning to Slide 28.

Assets 130

Assets Capital Debt Portfolios 130

The Motley Fool

DECEMBER 3, 2024

There's also growing speculation that BlackRock (NYSE: BLK) -- the $10 trillion asset manager behind massive funds like the iShares Bitcoin Trust (NASDAQ: IBIT) -- could be the next big name to file for a spot XRP ETF. So, if you are thinking about investing in XRP, do your due diligence. How high can XRP go?

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Due Diligence Financial Institutions Exchange-Traded Funds 246

The Motley Fool

FEBRUARY 21, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $363,307 !* And we have progressed a number of targets to the due diligence space. And that has been -- it has been one of our restrictions as we've looked at different assets.

Capital 130

Capital Banks Taxes Due Diligence 130

The Motley Fool

JANUARY 10, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $363,307 !* I have some Fintech apps that I use myself, but buyer beware, do your due diligence before you place your funds anywhere. This asset has some role to play in our portfolio. It's just speculative.

Finance 130

Finance Financing Portfolios Due Diligence 130

The Big Picture

NOVEMBER 25, 2024

And so graduating right into 2009, right out of the financial crisis, I said, I don’t think I’m gonna get a job. We were talking about luck earlier, got introduced to a local asset manager outside of Boston who saw what I was working on and said, this is really interesting. And I just caught the bug. No one knew who I was.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59