The Motley Fool

APRIL 24, 2024

Today with Pyro, we get a crystal clear understanding of advances within hours of reviewing the deal tape, which allows us to price the deal quickly and accurately while the seller doesn't need to worry about a tail of liabilities. We look at all these portfolios. We run them. The Motley Fool has no position in any of the stocks mentioned.

Leveraging 246

Leveraging Amortization Bidding Collateral 246

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. GoldenTree Asset Management, Sculptor Capital Management, Carlyle Group Inc.

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

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

OCTOBER 24, 2024

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. Please go ahead. Trevor Cranston -- Analyst Hey, thanks.

Capital 130

Capital Leveraging Collateral Assets 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

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, 2023

As we look ahead, we are well positioned as a global leader at the intersection of asset management and insurance. Our insurance and retirement businesses, in turn, provide a source of growth for PGIM through affiliated net flows, as well as unique access to insurance liabilities. Moving to Slide 5.

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. Turning to Slide 5. Results of our U.S. Sure, Ryan.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

The Motley Fool

AUGUST 2, 2024

Michele Reber -- Senior Director, Asset Management Thank you, and good morning. I mean it's a fully collateralized loan. Operator [Operator signoff] Duration: 0 minutes Call participants: Michele Reber -- Senior Director, Asset Management Taylor C. I would now like to turn the conference over to Michele Reber.

Investors 130

Investors Debt Assets Capital 130

The Motley Fool

JULY 14, 2023

Morgan Asset Management China, both of which closed within the last year. For the quarter, record net long-term inflows were 61 billion, positive across all channels, regions, and asset classes, led by fixed income and equities. So, we had a reward liability adjustment this quarter, kind of a technical thing.

Banks 130

Banks Liabilities Capital Assets 130

The Motley Fool

MAY 9, 2024

billion of total liquidity transactions this year, including the recently announced sale of 75% of our interest in five Utah hospitals to a new joint venture with a leading multibillion-dollar asset manager. Did you pledge any of your real estate as collateral in conjunction with the Steward ABL or bridge loan refinancing?

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Prospects Financing Finance 130

The Motley Fool

FEBRUARY 8, 2024

Michele Reber -- Senior Director, Asset Management Thank you and good morning. And it's collateralized as well by the equity interest in that private investment. So it's well collateralized, high net worth individual with great track record. [Operator instructions] As a reminder, this conference is being recorded.

Investors 130

Investors Assets Banks Capital 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. Finally, I'd like to update you on our deferred tax asset, which declined by 158 million this quarter and now totals 499 million.

Mergers and Acquisitions 100

Mergers and Acquisitions Taxes Banks Capital 100

The Motley Fool

OCTOBER 11, 2024

NII ex-markets was up $274 million or 1%, driven by the impact of balance sheet mix and securities reinvestment, higher revolving balances in card, and higher wholesale deposit balances, predominantly offset by lower deposit balances in banking and wealth management and deposit margin compression. NIR ex-markets was up $1.8 Expenses of $22.6

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

AUGUST 1, 2023

This past May, MicroStrategy submitted our response letter to the FASB on the proposed change, so we noted there was an overwhelming response from interested parties, which included support from sophisticated institutional asset managers, large accounting and audit firms, crypto exchanges, and banks.

Leveraging 100

Leveraging Assets Debt Financing 100

The Motley Fool

FEBRUARY 9, 2024

Also, we have an information advantage consisting with decade's worth of data on collateral performance on the part of literally thousands of sellers. Currently, we're in discussions with several institutional investors, as well as pension plans, sovereign wealth funds, asset managers, and family offices.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Portfolios Assets 130

The Motley Fool

JULY 26, 2023

We're in active discussions with potential new clients, and we're also building out our asset management capability in preparation for launching an MSR fund later this year. billion, 517 million was in cash, with the remainder consisting of available liquidity on our MSR lines, which is fully collateralized and immediately available.

Mergers and Acquisitions 130

Mergers and Acquisitions Financing Finance Leveraging 130

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. It's part of their asset-liability approach where they allocate massively to bonds when rates are higher and much lower when rates are very low.

Assets 52

Assets Collateral Portfolios Banks 52

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. And the question was if you can find other areas of investment that can generate the types of returns you need for your liability stream, diversification becomes the free lunch. RITHOLTZ: Fair enough. Less, 20, 30%?

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Motley Fool

APRIL 22, 2024

You've got a point there because they are the world's largest alternative asset manager live, they have hundreds of billion dollars to sling around to make acquisitions, to finance big deals, etc. You have on one hand, private equity group, masters of collateral, masters of financing. Asit Sharma: Maybe. I think actually, yeah.

Taxes 130

Taxes Financing Finance Collateral 130

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. And we have no insurance liabilities.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

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. Given our known liabilities, this is a strategy that works for us, I can't comment on others want to do.

Pension Funds 59

Pension Funds Assets Liabilities Portfolios 59

Pension Pulse

APRIL 25, 2024

Less than 20 per cent of the fund’s credit portfolio is being managed by third parties, according to Edgell, though the firm maintains strong relationships with some of the world’s largest alternative asset managers. But, he said he doesn’t see any systemic risks in the asset class. KKR & Co. Things have changed.

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 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. In 2017, you launched a collateralized loan obligation business. They might have had some spill that they had a big liability from, or the governance was bad.

Hedge Funds 59

Hedge Funds Banks Financing Finance 59

The Big Picture

FEBRUARY 13, 2023

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. It’s roughly two-thirds, three-quarters of the liabilities in the world. It’s the collateral.

Hedge Funds 59

Hedge Funds Education Funds Banks 59

The Motley Fool

FEBRUARY 6, 2025

from the underwriting actions and changes in our professional liability reinsurance structure and higher operating expense ratio in our international operations to support investment and growth initiatives. Our exited collateral protection insurance product line, or CPI, added 2.3 points last year. Moving to our reinsurance segment.

Liabilities 130

Liabilities Asset Management Securities and Exchange Commission (SEC) Shareholders 130

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

By leveraging our best-in-class servicing platform, they can focus on what they do best and whether that's asset management, retail originations or banking, they're growing faster than the industry overall, which is driving our joint growth. billion in assets from Flagstar, which principally consisted of mortgage servicing rights.

Leveraging 130

Leveraging Assets Portfolios Banks 130

The Motley Fool

NOVEMBER 7, 2024

The servicing and asset management revenues that these two businesses generate are wonderful sources of revenue and earnings in up cycles and also paramount in down cycles. Our SAM segment continues to deliver healthy recurring cash flows from our scaled servicing and asset management activities.

Taxes 130

Taxes Assets Financing Finance 130