The Motley Fool

OCTOBER 24, 2024

Economic leverage ticked down slightly to 5.7 And within these coupons, only a small fraction of our pools are backed by generic collateral and approximately 70% have what we would characterize as high-quality prepayment protection and the benefits of our collateral selection were best seen in the latest prepayment report.

Capital 130

Capital Leveraging Collateral Assets 130

Pension Pulse

MAY 14, 2024

Pension plans and insurers have been piling into funds that invest in equity tranches of collateralized loan obligations in recent months, according to several asset managers who spoke on the condition of anonymity. billion in assets, said the attraction of low default rates for leveraged loans, estimated at 1.5%-2%

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

Pension Pulse

JULY 11, 2024

“It gets back to the ability to grow the operating performance of the companies and making sure that returns” come from that rather than from “financial leverage,” he tells Bloomberg. And the use of PIK and other forms of so-called “back leverage” makes it even more difficult to get a clear picture on the state of privately owned companies.

Buyout 59

Buyout Debt Leveraging Collateral 59

The Motley Fool

AUGUST 2, 2024

Michele Reber -- Senior Director, Asset Management Thank you, and good morning. million shares plus any additional shares issued as we continue to fund new investments accretively with equity while maintaining leverage under five times. I mean it's a fully collateralized loan. Thank you, you may begin.

Investors 130

Investors Debt Assets Capital 130

The Motley Fool

MAY 3, 2024

Our servicing and asset management business contributed meaningfully to the strength in adjusted EBITDA, thanks to dramatically lower runoff in the portfolio and our conservative credit culture, which has led to strong credit fundamentals within the portfolio. The decrease in non-cash MSR revenues drove a $7.2 Those are two examples.

Debt 130

Debt Banks Assets Capital 130

The Motley Fool

AUGUST 2, 2024

PGIM, our global asset management business, is well positioned to address the increasing demand for retirement solutions around the world while capitalizing on growing institutional demand for private credit and alternative investments. and international businesses in retirement, asset management, and insurance.

Assets 130

Assets Capital Liabilities Collateral 130

The Motley Fool

JULY 26, 2024

We continue to monitor and manage the office exposure in the portfolio. We did move one loan into NPL status and have the collateral of that loan and the collateral of the NPL from last quarter, both being marketed for sale. And I'm also curious if asset management acquisitions are likely in the cards for you all.

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Assets 130

Pension Pulse

AUGUST 7, 2023

They’re talking about asset management firms, in which public pension funds often have investments, supporting shareholder proposals meant to achieve social justice or climate objectives yet of dubious financial value. Nor is it supported by the empirical evidence. They could simply carry on trying to maximize returns.

Investing 52

Investing Collateral Pension Funds Asset Management 52

The Motley Fool

JULY 26, 2023

Nonetheless, we're working to drive further reductions in unit costs, which will help us generate greater operating leverage as we deploy capital into portfolio growth and while at the same time, deepening our competitive mode until no one can compete with us. billion, resulting in liquidity of 2.3

Mergers and Acquisitions 130

Mergers and Acquisitions Financing Finance Leveraging 130

The Motley Fool

AUGUST 1, 2023

In our keynote address, we highlighted how some of the biggest brands in the world, including organizations like Hilton Hotels, Amica Insurance, and Sony Interactive Entertainment leverage the power and unified capabilities of MicroStrategy to transform how they operate and succeed amid fierce competition.

Leveraging 100

Leveraging Assets Debt Financing 100

Pension Pulse

JULY 16, 2024

There are no signs of widespread losses on private loans among major pension funds, and the loans tend to be backed by significant collateral. Alberta Investment Management Corp. AIMCo) owns 25 per cent and Brookfield Asset Management owns the rest. The sale of the 20-storey property at 2 Queen St.

Pension Funds 64

Pension Funds Buyout Assets Debt 64

The Motley Fool

FEBRUARY 9, 2024

Additionally, the acquisitions of Rushmore Servicing and Roosevelt Management added another 32 billion and brought us best-in-class special servicing capabilities in the infrastructure to launch our first MSR fund. A key theme for 2023 was operating leverage. This information allows us to generate alpha by outperforming market returns.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Portfolios Assets 130

The Motley Fool

AUGUST 2, 2023

As we look ahead, we are well positioned as a global leader at the intersection of asset management and insurance. At the same time, we continue to enhance the ways we leverage technology to improve customer experiences and optimize operating efficiency. Retirement strategies generated strong sales of $7.6

Assets 100

Assets Capital Liabilities Asset Management 100

The Motley Fool

FEBRUARY 7, 2024

Prismic will enhance our mutually reinforcing business system and drive future growth by leveraging our differentiated brands, global asset and liability origination capabilities, and multichannel distribution. We have cash and collateral balances that earn short-term yields. Results of our U.S. Sure, Ryan.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

The Motley Fool

OCTOBER 25, 2023

In addition to Home Point, we closed the acquisition of Roosevelt Management, which provides us the professional team in the RA infrastructure for our asset management strategy. And instead we focus on those things we can control, namely process improvement, cost leadership, and operating leverage.

Mergers and Acquisitions 100

Mergers and Acquisitions Taxes Banks Capital 100

Pension Pulse

AUGUST 16, 2023

billion in liquid assets to pay pension benefits, fund investment opportunities, satisfy potential collateral demands related to our use of derivatives, and to fund expenses. billion while remaining within our 10% leverage limit. Liquidity We continue to maintain ample liquidity, with $23.6

Assets 52

Assets Collateral Portfolios Banks 52

The Motley Fool

JUNE 17, 2023

You've seen huge borrowers and huge building portfolios like the ones held at Brookfield Asset Management that are kept inside fun. What they are trying to do is lend, and then take that collateral if those loans go bad, and then recycle that collateral into more cash. By the way, we've already seen it this year.

Banks 243

Banks Collateral Stakes Assets 243

The Motley Fool

JULY 20, 2023

We believe our clients view us as the gold standard in alternative asset management. Our original strategic plan, which was to start in corporate advisory and then quickly move into private equity, followed by a succession of other asset management businesses over time. banks with an average of 12 times leverage.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

Pension Pulse

APRIL 25, 2024

Paula Sambo of Bloomberg reports Canada pension fund's credit head wants to take advantage of leveraged buyout boom: Canada’s largest pension fund plans to nearly double the size of its credit holdings over the next five years, and it’s counting on an upturn in leveraged buyouts to generate some of that growth. KKR & Co.

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

Pension Pulse

AUGUST 15, 2024

billion in liquid assets to pay pension benefits, fund investment opportunities, satisfy potential collateral demands related to our use of derivatives, and to fund expenses. billion while remaining within our 10% leverage limit. Liquidity We continue to maintain ample liquidity, with $23.1

Pension Funds 59

Pension Funds Assets Liabilities Portfolios 59

The Big Picture

MAY 23, 2023

Not its asset management, its brokerage piece. And the Japanese regulators were having a tough time with cross collateralization and issues about whether there were balance sheet accounting issues. You sort of have a one foot in the um, financial planning, asset management side and another side in actual fund management.

Hedge Funds 64

Hedge Funds Financing Finance Funds 64

The Big Picture

OCTOBER 21, 2024

Brian Higgins has put together a amazing track record handling distressed and stressed debts, as well as other forms of credit real estate collateralized obligations. But if you go back to the, the question on, you know, high yield and, and how it’s differentiated, there was just a lot more leverage back then.

Hedge Funds 59

Hedge Funds Banks Financing Finance 59

The Big Picture

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. I mean, I have to say the first thing, and maybe I wasn’t very good at it early in my career, but you start to think about particularly on the asset management side. You know, the leverage in the system builds. It’s the collateral.

Hedge Funds 59

Hedge Funds Education Funds Banks 59

Private Equity Wire

OCTOBER 31, 2024

This creates a funding gap for asset managers seeking Portfolio Finance – which, in turn, creates a tremendous opportunity for institutional capital. Further, Hansford says, this is an asset class with large transactions, which enables people to deploy at scale. ”

Financing 93

Financing Finance Portfolios Investors 93

The Motley Fool

FEBRUARY 27, 2025

.; chairman, president, and chief executive officer of the company; Steven Hamner, executive vice president, and chief financial officer; Kevin Hanna, senior vice president, controller, and chief accounting officer; Rosa Hooper, senior vice president of operations and secretary; and Jason Frey, managing director, asset management and underwriting.

Securities and Exchange Commission (SEC) 147

Securities and Exchange Commission (SEC) Prospects Collateral Assets 147

The Motley Fool

FEBRUARY 12, 2025

Our sizable scale and technology advantage has allowed us to generate positive operating leverage and rising returns on tangible equity. First, we will stay laser-focused on unit costs leveraging our lead in technology. billion in assets from Flagstar, which principally consisted of mortgage servicing rights.

Leveraging 130

Leveraging Assets Portfolios Banks 130

The Big Picture

NOVEMBER 25, 2024

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 so as those assets grew, I’m now a young 20-year-old going out trying to go to other asset managers saying, Hey, I have this quantitative research.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

MARCH 25, 2025

O’Shaughnessy Asset Management, became a leader in direct indexing, eventually was bought by Franklin Templeton, leading him to launch O’Shaughnessy Ventures, O’Shaughnessy Fellowships, infinite Loops podcast, just so many different things. You let your son Patrick take over as CEO of, of Shawnessy Asset Management.

Asset Management 59

Asset Management Assets Finance Financing 59

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? You’ve got a big asset management business that you care about.

Taxes 112

Taxes Banks Capital Debt 112