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Markel Group (MKL) Q3 2024 Earnings Call Transcript

The Motley Fool

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.

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BlackRock (BLK) Q2 2023 Earnings Call Transcript

The Motley Fool

On an equivalent day count basis, our annualized effective fee rate was 0.2 Performance fees of 118 million increased from a year ago, primarily reflecting higher revenue from illiquid alternatives. We talked to you about adding nearly $2 billion of base and performance fees in 2022. We obviously had a 42.5%

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Rithm Capital (RITM) Q2 2024 Earnings Call Transcript

The Motley Fool

Genesis Capital, just to give you a sense on that business, we acquired that in December, I believe of 2022. EBITDA growth in that business since the time that we acquired that is probably up something around -- I think it's up about 50% since we acquired the company in June of 2022. Very excited for the prospects of that business.

Capital 130
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Evolent Health (EVH) Q2 2024 Earnings Call Transcript

The Motley Fool

The second benefit is an expansion of our product offering for clients and prospects. This claims development represents about 1% of specialty performance suite revenue in 2023 and was consistent with our expectations. Just going back to the performance fee margin ramp, you said 12% to 18% is possible there as those mature.

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Evolent Health (EVH) Q2 2023 Earnings Call Transcript

The Motley Fool

Our other existing and new contracts are also performing at or above expectations, contributing to high confidence in the remainder of 2023. over the same period of 2022. I would note, we spent time at the Investor Day focused on performance fee margin ramp, and that margin maturation is continuing to perform as expected.

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Blackstone (BX) Q1 2024 Earnings Call Transcript

The Motley Fool

And there is an additional $50 billion in prospective future development pipeline. As you think about the momentum in the business that you highlighted and the prospects for growth and growth in AUM, how are you thinking about margins as you think about the rest of the year? The first quarter was flat with last year.

Assets 130
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Blackstone and CPP Investments Acquire AirTrunk From Macquarie and PSP Investments

Pension Pulse

Sean Klimczak, global head of Blackstone Infrastructure and Nadeem Meghji, global co-head of Blackstone Real Estate, said: “Prior to AirTrunk, Blackstone’s portfolio consisted of US$55bn (€49.8bn) of data centres including facilities under construction, along with over US$70bn in prospective pipeline development.”