The Motley Fool

FEBRUARY 23, 2024

I'll also provide updates on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our recent investment activities and current investment pipeline, and several other noteworthy updates. We've also continued to produce attractive results in our asset management business.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

JULY 14, 2023

We deliver durable long-term investment performance by executing on alpha opportunities, sourcing unique deals, and managing risk. The foundation of a market-leading asset management platform is comprehensive, high-quality investment products with strong long-term investment performance.

Asset Management 130

Asset Management Assets Banks Debt 130

Pension Pulse

JULY 3, 2024

Sarah Rundell of Top1000funds reports AIMCo talks total portfolio approach, private credit, and risk: Alberta Investment Management Corporation, AIMCo, the $160 billion asset manager for pensions, endowments and insurance groups in Canada’s western province, is developing a total portfolio approach in private assets.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

The Motley Fool

MAY 3, 2024

Importantly and atypically, over half of our Q1 debt brokerage deal flow was on non-multifamily assets in retail, hospitality, industrial, and office. When coupled with the largely recurring revenues of our asset management businesses, we are generating significant cash revenues.

Debt 130

Debt Banks Assets Capital 130

The Motley Fool

AUGUST 2, 2023

While we are a mortgage REIT, I'd like to think of us as an asset manager operating as a REIT. Yes, we do invest in all types of assets, both good REIT assets and nongood REIT assets, such as consumer loans and operating companies. As we look forward, deal flow is significant. The time is now.

Capital 100

Capital Asset Management Assets Shareholders 100

The Motley Fool

OCTOBER 31, 2024

These include the growth of direct lending, the increasing importance of alternatives in the wealth channel, a growing number of investment-grade companies looking for bespoke capital solutions like net lease, and the rising capital needs of alternative asset managers themselves. And this is intentional positioning. billion to AUM.

Capital 130

Capital Management Fees Securities and Exchange Commission (SEC) Assets 130

The Motley Fool

JULY 24, 2024

Our team's efforts continue to produce unique and proprietary deal flow, and we continue to identify attractive investment opportunities across all three external growth platforms. Our decision to bolster our asset management capabilities, including executive additions and IT investments, was prudent. at period end.

Debt 130

Debt Capital Assets Asset Management 130

The Motley Fool

FEBRUARY 15, 2024

When coupled with the continued strength of our servicing and asset management segment, we delivered our strongest quarterly results for 2023. We do not expect to incur any loss on the loan, and our asset management team is working with the borrower to resolve the outstanding issues that led to the repurchase.

Debt 100

Debt Capital Financing Finance 100

The Motley Fool

APRIL 24, 2024

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

Debt Capital Leveraging Financing 130

The Motley Fool

AUGUST 3, 2023

This continues to be most notable in our transactional liability book within our professional liability product line, where deal flow continues to remain slow, resulting in ultimate -- lower ultimate premium volumes year over year. John Fox -- Fenimore Asset Management -- Analyst Thank you. Please go ahead.

Liabilities 100

Liabilities Asset Management Shareholders Capital 100

The Motley Fool

JUNE 7, 2024

Matt Frankel has positions in Amazon, Brookfield Asset Management, PayPal, Simon Property Group, and Walker & Dunlop. Jason Moser has positions in Adobe, Amazon, Chewy, Chipotle Mexican Grill, DocuSign, Etsy, Home Depot, and PayPal. calls on PayPal.

Assets 130

Assets Capital Asset Management Companies 130

The Motley Fool

MAY 3, 2024

Michele Reber -- Senior Director, Asset Management Thank you, and good morning. We don't really toggle a dollar amount to that number of deals, but it's substantial. And quite frankly, there's just a lot of deals flowing in at the moment so I would say very active. You may begin, Michele. That's senior housing.

Investors 130

Investors Assets Capital Portfolios 130

The Motley Fool

OCTOBER 11, 2024

Our business tends to be seasonally strongest in the fourth quarter and we maintain line of sight into a broad, global opportunity set of new asset management and technology mandates that should fuel organic growth. asset manager selected Aladdin to unify its investment management technology platform across public market asset classes.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

OCTOBER 23, 2024

Our team's continued efforts to create value and identify these opportunities combined with our improved cost of capital have opened up a larger opportunity set and resulted in accelerated deal flow.

Capital 130

Capital Debt Leveraging Portfolios 130

The Motley Fool

FEBRUARY 9, 2024

We intend to launch a strategy focused on triple net lease in Europe, driven by deal flow we already see today. Marc mentioned this, but I'd like to reiterate that this is our 11th consecutive quarter of both management fee and FRE sequential growth, the only alternative asset manager that has demonstrated this over this period.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

The Motley Fool

FEBRUARY 8, 2024

Michele Reber -- Senior Director, Asset Management Thank you and good morning. Do you see that going forward of continuing to bridge that gap in the capital markets, or is there another color that you are seeing in the deal flow? [Operator instructions] As a reminder, this conference is being recorded. You may begin.

Investors 130

Investors Assets Banks Capital 130

The Motley Fool

NOVEMBER 6, 2024

As I stated in the past, we have yet to see a correlation between sales and retailer demand as evidenced by our deal flow, which in terms of square footage is 40% greater when compared to the same period last year. However, there's been a pickup in discretionary sales of innovative and differentiated products. Regarding holiday.

Debt 130

Debt Assets Portfolios Leveraging 130

The Motley Fool

JANUARY 12, 2024

billion were up 11% year on year, largely driven by higher compensation, including performance-based incentives, continued growth in our private banking advisor teams, the impact of closing JPMorgan Asset Management China acquisition, and the continued investment in global shares. Expenses of 3.4

Banks 130

Banks Capital Assets Investment Banking 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. GoldenTree Asset Management, Sculptor Capital Management, Carlyle Group Inc.

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

Pension Pulse

JANUARY 12, 2024

is shaking up the top ranks of management, creating a new global product strategy group led by Stephen Cohen that will latch onto the global growth of exchange-traded funds and combine active and index strategies. Silla Brush of Bloomberg reports BlackRock names Cohen, Lord to top posts, Ramji to step down: BlackRock Inc.

Pension Funds 59

Pension Funds Debt Exchange-Traded Funds Assets 59

The Big Picture

OCTOBER 31, 2023

For, for hedge fund or for, 00:06:29 [Speaker Changed] So that was actually Montgomery Asset Management. But they started an asset management division and I, my family and I moved out to California and that was my first job in being a portfolio manager, was running a small cap fund for them back in 1996.

Hedge Funds 62

Hedge Funds Mutual Funds Funds Due Diligence 62

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president.

Banks 57

Banks Asset Management Assets Capital 57

Pension Pulse

MAY 8, 2024

“Particularly in this part of the world, there are a lot of governments who are jumping and saying that, ‘We’ve got a lot of energy transition needs,’” said Wai Leng Leong, head of Asia-Pacific at Caisse de Depot et Placement du Quebec at the FT Future of Asset Management Asia event in Singapore Wednesday.

Pension Funds 64

Pension Funds Financing Finance Deal Flow 64

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. It recently committed $350 million to Blackstone Inc.’s KKR & Co. and CapVest Partners, among others.

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

Pension Pulse

NOVEMBER 12, 2024

Puffer joined AIMCo in 2023 from Canada’s railway pension fund CN Investment Division and was part of a new management team put in place to shore up governance at the asset manager after 2020 losses. AIMCo manages assets for 17 pension funds and organizations, a more complex job than overseeing one single pool of capital.

Pension Funds 59

Pension Funds Funds Financing Finance 59

Trivest Partners

NOVEMBER 1, 2022

Now, at least half of our deal flow comes from other independent sponsors and seven of our current 10 portfolio companies were originally sourced by another independent sponsor(s). We will work on transactions with $3M-20M+ of EBITDA. Any notable differentiators for the firm?

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Investment Banking 40

The Motley Fool

JULY 15, 2024

Our business tends to be seasonally stronger in the back half of the year, and we have line of sight into a broad global opportunity set of new asset management and technology mandates that should fuel premium organic growth. And our planned acquisition of GIP will add a number of global data center assets in our portfolio.

Assets 130

Assets Leveraging Liabilities Asset Management 130

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. This is really a fascinating story. It’s fantastic.

Private Equity Firms 57

Private Equity Firms Private Equity Firms Banks Financing 57

The Motley Fool

JANUARY 12, 2024

Today, we are announcing two transformational changes in anticipation of the evolution we see ahead for the asset management industry and for the entire global capital markets. One of our biggest long-term advantages has been scale: our ability to add significant assets, managed with excellence, without growing expenses linearly.

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

NOVEMBER 1, 2024

And it's a book by Edward Chancellor, in which he collects the assays -- sorry, not the assays, the investment memos of asset management shop out of London called Marathon. And when I read it a few years ago, it's given to me by a guy, some of you know him, named Mike Simanovsky, the founder of Conversant.

Assets 130

Assets Capital Funds Deal Flow 130

The Motley Fool

APRIL 12, 2024

BlackRock is the only asset manager that can partner in this way, having the most diverse, integrated investment and technology platform in the industry. BlackRock has invested ahead of these themes, we believe will define the next decade of asset management.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

AUGUST 3, 2023

In the midst of dramatically lower transaction volumes in the first half of 2023, Walker & Dunlop's countercyclical lending businesses, exemplary credit track record, and consistent servicing and asset management revenues provided us with the financial strength to continue investing in the business for long-term growth and success.

Asset Management 100

Asset Management Financing Finance Debt 100

The Motley Fool

AUGUST 8, 2024

Our Servicing and Asset Management segment or SAM continues to thrive, generating durable recurring cash revenues from our servicing portfolio, which totaled $133 billion at quarter-end. And that is due to the strength of W&D's Servicing and Asset Management businesses. Thank you for your time this morning.

Assets 130

Assets Debt Financing Finance 130

The Motley Fool

NOVEMBER 1, 2024

per share increase in sequential property NOI is entirely offset by a combined $0.015 per share decrease in interest and other income, as we are no longer in a net cash position and fee and asset management income due to the timing of our third-party construction activity. This $0.01 in lower interest rates on our floating rate debt.

Taxes 130

Taxes Debt Capital Assets 130

The Motley Fool

JANUARY 25, 2024

public company by market cap, exceeding the market value of all other asset managers. There may be more capital coming to the space, but I think there'll be more deal flow as well. We are pleased that BX shares ranked in the top 20 best performing out of the 500 stocks in the S&P 500 Index last year.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

NOVEMBER 9, 2023

Part and parcel of building scaled servicing and asset management businesses was to ensure our credit risk in those portfolios was minimal due to the conservative underwriting and taking credit risk solely on multifamily properties. They are well behind, but they aren't losing deal flow to other capital sources.

Asset Management 100

Asset Management Deal Flow Assets Financing 100

The Motley Fool

NOVEMBER 7, 2024

Due to increased deal flow and revenues, we grew diluted earnings per share 33% year over year to $0.85 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. We closed $11.6

Taxes 130

Taxes Assets Capital Financing 130