The Motley Fool

AUGUST 5, 2024

McDade -- Executive Vice President, Chief Financial Officer Greg, from an international perspective, Greg, last year, we did recognize a one-time performance fee in our McArthurGlen business with some third-party managed capital there. Because again, we have accounting, we've got lots of depreciation, you don't add that back.

Assets 130

Assets Portfolios Capital Investors 130

The Motley Fool

AUGUST 2, 2023

While acquisitions contributed a portion of the year-over-year growth in adjusted EBITDA, we're also benefiting from a healthy mix of higher pull-through of specialty technology and services, as well as maturation of the performance we book. And their comment was the debt markets are actually playing a little better.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Capital Prospects 100

The Big Picture

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. And when they’re not generating alpha, when they’re underperforming, they actually return fees. 00:24:31 [Speaker Changed] We refund the fee.

Investing 52

Investing Capital Shareholders Returns 52

The Big Picture

JUNE 13, 2023

” We learned leverage finance, we learned real estate debt, we knew high yield, we knew opportunistic investment and we’re like, it’s never too late, it’s never too early and we decided to go with a huge $4 million AUM that we had gathered from friends and family. You were effectively into the real stuff.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

MARCH 27, 2023

And anything above the par value of the total debt on the capital structure belongs to the equity guys. So let’s get long this debt, which is trading at a fraction of what it was issued for. And it can be very complicated like Puerto Rico that had 19 different debt issues by different entities with different terms.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Motley Fool

OCTOBER 31, 2023

Operating expenses accounted for 12.6% Blackstone is in the business of investing capital, and earning management and performance fees on that invested capital. When yields start looking attractive, people start paying attention to debt and other places to put their money. billion dollar. It was down 14.6% sequentially.

Depreciation 130

Depreciation Bidding Capital Companies 130

The Motley Fool

APRIL 12, 2024

Total annualized organic base fee growth of 1% reflected seasonally softer flows earlier in the quarter before coming back to target in March. billion increased 11% year over year, driven by the impact of market appreciation over the last 12 months on average AUM and higher performance fees and technology services revenue.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

FEBRUARY 21, 2025

In an era of national debt crisis and high annual healthcare premium increases hitting all Americans, we also believe that we have to be able to balance affordability on these complex treatments. Maybe just a little digging into sort of the accounting trend again. We pursue this aim guided by our values at Evolent. Please go ahead.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Performance Fees Capital 130

The Motley Fool

JANUARY 12, 2024

With a strong common culture of serving clients with excellence, together, we will deliver for our clients a holistic global infrastructure manager across equity, debt, and solutions. BlackRock has developed a broad network of global corporate relationships through many years of long-term investments in both debt and equity.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

FEBRUARY 4, 2025

We strengthened our financial position and restored market confidence in Lumen, and it started with the debt restructuring that gives us ample time to execute our transformation. We lowered our debt load by $1.6 And importantly, we drove material improvement in both our equity and debt trading values. billion EBITDA expectation?

Debt 130

Debt Assets Leveraging Shareholders 130

The Big Picture

FEBRUARY 28, 2023

You know, when the firm launched its debt business, I was the analyst putting together some of the credit analysis on the first couple of loans that we had written at that time. And so we are very, very focused on making our boards the center of vision and strategy and accountability. We win when our clients win.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

JULY 15, 2024

And over the past few months, the slate of client mandates we've been chosen for is the most broad and diversified has been in years: across active equity and fixed income, customized liquidity accounts, private markets, and multiproduct Aladdin assignments. Our annualized effective fee rate was flat compared to the first quarter.

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

JANUARY 15, 2025

In CCB, we had a record number of first-time investors and acquired nearly 10 million new card accounts. Card outstandings were up 11% due to strong account acquisition and revolve growth. IB fees were up 49% year on year, and we ranked No. Touching on a couple of highlights for the year. Turning to card services and auto.

Banks 243

Banks Investment Banks Investment Banking Capital 243

The Motley Fool

JANUARY 15, 2025

billion was 23% higher year over year, driven by the impact of higher markets on average AUM and higher performance fees. Lower interest income in the current quarter reflected the delivery of cash at the closing of the GIP transaction, which was raised through our debt offering in March 2024. Operating income of 8.1

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

JANUARY 25, 2024

We expect to benefit from multiple engines of growth as these clients execute pension risk transfers, additional annuity sales, new insurance block deals, and separate accounts for sector-specific lending. You've got debt market spreads starting to come down a bit. We do earn different tiers of fees across most of those assets.

Management Fees 100

Management Fees Banks Capital Assets 100