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AIMCo's CIO Talks Total Portfolio Approach, Private Credit and Risk

Pension Pulse

Maintaining the portfolio’s size, and growing it further, requires stepping up from the small-cap investments made at the beginning and developing large-cap partnerships and deal flow out of New York. The typical four- to five-year tenor of a private debt deal means around 20 per cent of the portfolio is in perpetual motion.

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Markel Group (MKL) Q2 2023 Earnings Call Transcript

The Motley Fool

The most notable growth came from our personal lines, marine and energy, property and general liability product lines while we saw lower premium volume within our professional liability product lines. This is primarily due to higher attritional loss ratios in our professional liability and general liability product lines.

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Walker & Dunlop (WD) Q1 2024 Earnings Call Transcript

The Motley Fool

Importantly and atypically, over half of our Q1 debt brokerage deal flow was on non-multifamily assets in retail, hospitality, industrial, and office. While some deals will need to be adjusted or even reworked, many deals remain on track. We have a track record of doing that and we'll continue to do that. That's helpful.

Debt 130
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BlackRock (BLK) Q2 2023 Earnings Call Transcript

The Motley Fool

And they're confident in their ability to deliver the investment performance they need through durable alpha and active proprietary deal flow in private markets, or proper index tracking of ETFs. 1 thing they're looking for as a selected manager is proprietary differentiated deal flow.

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Agree Realty (ADC) Q1 2024 Earnings Call Transcript

The Motley Fool

Our conversion rate of deals approved by our investment committee to letters of intent signed is the highest in over two years at approximately 38%. Simultaneously, we have ramped up our efforts and leveraged our tenant relationships, exemplifying how we create proprietary deal flow and accretive off-market opportunities.

Debt 130
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Blue Owl Capital (OWL) Q3 2024 Earnings Call Transcript

The Motley Fool

Just to give a couple of early data points around this, our real estate credit team has already identified and created deal flow for the liquid portion of ORENT's portfolio and for our insurance solutions platform, which closed in July. Similarly, Atalaya and our credit teams have been active in sourcing investment-grade flow.

Capital 130
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Main Street Capital (MAIN) Q2 2023 Earnings Call Transcript

The Motley Fool

NAV is defined as total assets minus total liabilities and is reported on a per share basis. Do you expect that cadence to accelerate, if the deal -- flow deal market opens up? A lot of the BDC peers talk about their corporate structure, the parent, the related companies that give them very good deal flow.

Capital 147