The Motley Fool

FEBRUARY 23, 2024

We appreciate the hard work and efforts of the management teams and employees at our portfolio companies and continue to be encouraged by the favorable performance of the companies in our diversified lower middle market and private loan investment strategies. over the fourth quarter of 2022, and by $6.1 million, increasing by $15.4

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

OCTOBER 17, 2024

billion, as Weston mentioned, and the highest fee-related earnings in two years. Since the Fed began its interest rate tightening cycle in 2022, we've spent considerable time on our earnings calls discussing how we see the macro environment unfolding. Fee-related earnings were $1.2 billion in the third quarter or $0.96

Debt 130

Debt Management Fees Assets Capital 130

The Motley Fool

FEBRUARY 22, 2024

and Canada at their lowest levels we've seen in decades, we proactively off-boarded many nonproductive agents in the fourth quarter, such as agents that had no sides in the last 12 months and agents which also not paid their fees. We ended the year with 87,515 agents, which was up 2% over 2022 but down 1. in 2022 to 4.2%

Legal 100

Legal Management Fees Leveraging Accounting 100

The Motley Fool

OCTOBER 31, 2024

Most of the repurchase activity took place starting in 2022, and it continues through this day. general liability and professional liability product lines during 2022 and 2023, we took action, including both adding reserves on older accident years given experience and increasing the margin of safety applied on more recent accident years.

Liabilities 130

Liabilities Performance Fees Capital Portfolios 130

The Motley Fool

APRIL 30, 2024

As you think about all these comments, we're super excited where we are with the business and the prospects for the future. We have strong momentum in our non-agency products, originating over $185 million of non-QM loans in the first quarter, almost back to levels we were seeing in 2022 on a quarterly basis.

Capital 130

Capital Enterprise Values Assets Banks 130

The Motley Fool

FEBRUARY 6, 2024

Some of the information we provide during today's call regarding our future expectations, plans, and prospects may constitute forward-looking statements. As customers and prospects move to the cloud to empower their AI-driven digital transformations, we expect a decrease in product license revenues. Moving to costs.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

APRIL 18, 2024

And there is an additional $50 billion in prospective future development pipeline. Fee-related earnings increased 12% year over year to $1.2 per share, the highest level in six quarters and the third-best quarter in firm history, powered by double-digit growth in fee revenues, coupled with the firm's robust margin position.

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

FEBRUARY 15, 2024

Yet due to our underlying business model, significant cost management, and the exceptional W&D team, full year adjusted EBITDA was $300 million, down only 8% from 2022. billion, down 55% from 2022, slightly less than the broader market decline of 61%. in 2022 to 7.4% billion, down only 16% from 2022.

Debt 100

Debt Finance Financing Banks 100

The Motley Fool

MAY 10, 2024

We also benefited from significant fair value appreciation in the external investment manager due to a combination of the continued increase in fee income, growth in assets under management, and broader market-based drivers. So, I think Jesse said something about the vast majority are doing fine.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

ClearMoney

JANUARY 4, 2022

New challenges will await, but rather than guessing at what will happen, investors can choose to trust markets and their long-term prospects. As we enter 2022, looking backward can help as investors look to the future. 1S&P data © 2022 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.

Mutual Funds 52

Mutual Funds Debt Assets Banks 52

The Motley Fool

JULY 14, 2023

In looking back to 2017, and I'm just looking at 2017 because I can break out legacy and core that way, and I fast forward to 2022, you produced revenues, ex legacy franchises, of about 61 billion in 2017 and about 67 billion in 2022. billion in 2022. The associated expenses, again, without legacy franchises, was about 34.5

Banks 130

Banks Capital Investment Banks Investment Banking 130

The Motley Fool

FEBRUARY 21, 2024

Additional information about risks, uncertainties, and other important factors that could potentially impact our financial results is included in our Form 10-K for the year ended December 31, 2022, and in our subsequent filings with the SEC. During this call, we'll discuss certain non-GAAP financial measures. Think about us as surplus goods.

Assets 130

Assets Banks Shareholders Portfolios 130

The Motley Fool

OCTOBER 30, 2024

Some of the information we provide during today's call regarding our future expectations, plans and prospects may constitute forward-looking statements. in 2022, and 7.3% Management uses BTC to evaluate capital allocation decisions and to measure the achievement of our strategy. It prospects and drills. in 2021, 1.8%

Leveraging 130

Leveraging Shareholders Debt Capital 130

The Motley Fool

JANUARY 15, 2025

Net interest income grew 146 million or 1% from the third quarter, the first linked-quarter increase since the fourth quarter of 2022. Middle market banking revenue was down 2% from a year ago, driven by lower net interest income, reflecting higher deposit costs, partially offset by growth in treasury management fees.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

AUGUST 2, 2023

PGIM, our global investment manager, had lower asset management fees driven by rising rates and net outflows and higher expenses to support growth initiatives, while other related revenues increased primarily from higher seed and co-investment earnings. billion negative impact from that in 2022.

Assets 100

Assets Capital Liabilities Asset Management 100

Pension Pulse

MAY 24, 2023

with net assets of $570 billion, compared to $539 billion at the end of fiscal 2022: Highlights 1 : Fiscal 2023 net return of 1.3% with net assets of $570 billion, compared to $539 billion at the end of fiscal 2022: Highlights 1 : Fiscal 2023 net return of 1.3% million last year – $4.6 10-year net return of 10.0%

Investing 52

Investing Stakes Pension Funds Assets 52

Pension Pulse

FEBRUARY 12, 2024

An expansion of the CPP would transfer these risks from individual workers to the government, which is much better placed to manage them, as it can pool risks across all Canadian workers and across generations of workers. The pension concept has nearly unlimited potential as a tool to manage rising retirement risk.

Taxes 59

Taxes Amortization Finance Financing 59

Sara Grillo

APRIL 11, 2022

Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. So this is like late 90s, early 2000s, started your own from… Okay, so now we’re in 2022. If you’re a good advisor you can be successful as an hourly financial advisor. Was this helpful?

Portfolios 52

Portfolios Investors Consultants Consulting 52

The Motley Fool

JANUARY 12, 2024

I know I speak for the entire BlackRock board of directors, BlackRock's leadership team, and all of our employees when I say we could not be more excited about the prospects of the BlackRock family with our colleagues from GIP. billion declined 2% from 2022, while earnings per share of $37.77 Full year revenue of 17.9 increased by 7%.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

AUGUST 3, 2023

We continue to strive as we have from the very beginning, to be as transparent and detailed as we can about our business and prospects, especially in the context of ongoing challenges in the macro economy that we are all experiencing and in the regulated cannabis industry in particular, which we have noted in the past several calls.

Debt 189

Debt Legal Capital Portfolios 189

The Motley Fool

FEBRUARY 6, 2025

Between the strip sales, other opportunistic liquidity events, and regular distributions for partner manager earnings from our flagship products, we distributed $2.4 This not only benefits the current investors in our strategy to provide an excellent case study for prospective investors. trillion of assets under management.

Capital 130

Capital Mergers and Acquisitions Management Fees Securities and Exchange Commission (SEC) 130

The Motley Fool

OCTOBER 31, 2024

Over the last 12 months, we have grown management fees by 26%, fee-related earnings by 27%, and distributable earnings by 22%, all compared to the prior-year period. Management fees are up 26%, and 91% of these management fees are from permanent capital vehicles. AUM not yet paying fees, was $21.7

Capital 130

Capital Management Fees Securities and Exchange Commission (SEC) Assets 130

The Motley Fool

JANUARY 25, 2024

Including data from Ned Davis Research, the researchers at Hartford Funds note that dividend payers have delivered an annualized return of 9.18% between 1973 and 2022. All REITs eventually contend with delinquencies, and IIP's management team has shown that it's up to the task of resolving them. Image source: Getty Images.

Investing 246

Investing Management Fees Prospects Taxes 246

The Motley Fool

JANUARY 25, 2024

Most major equity indices rebounded from significant declines in 2022 but with wide intrayear swings driven by historic movements in treasury yields, economic uncertainty, and geopolitical instability. Against this backdrop, Blackstone generated steady fee-related earnings of $4.3 and our prospects are very strong.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

JANUARY 30, 2025

Our positioning has never been stronger nor our prospects brighter. economy, historically tight financing spreads, greater debt availability, the prospects of a more business-friendly regulatory climate and importantly, accelerating technological innovations have given us confidence to deploy capital at scale. I will catch it.

Management Fees 130

Management Fees Assets Capital Funds 130

The Motley Fool

JULY 18, 2024

Our portfolio today consists of $55 billion of data centers, including facilities under construction, along with over $70 billion in prospective pipeline development. Notwithstanding the temporary impact from these fee holidays, management fees increased 5% year over year to a record $1.8 Fee-related earnings were $1.1

Assets 130

Assets Finance Financing Management Fees 130