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

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 Mutual Funds 130

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

APRIL 24, 2024

While the net lease transaction market continues to sort itself out, our team is doing a tremendous job leveraging our relationships and uncovering unique opportunities. 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%.

Debt 130

Debt Leveraging Capital Financing 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

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

OCTOBER 23, 2024

At quarter end, leverage stood at just 3.6 This patient approach is paid off -- paid off as we've been able to capitalize on distressed sellers while leveraging our asymmetric data sets and relationships to identify unique opportunities. times pro forma net debt to recurring EBITDA. As of September 30th, we have north of $1.9

Debt 130

Debt Capital Leveraging 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 Financing Finance Banks 100

The Motley Fool

JUNE 7, 2024

I know on the service, this may seem a little out of left field, but I think it makes a lot of sense is that it will help a company leverage its massive network of users and exposure to e commerce. Matt Frankel has positions in Amazon, Brookfield Asset Management, PayPal, Simon Property Group, and Walker & Dunlop.

Assets 130

Assets Asset Management Capital Companies 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. These proceeds were used to fund the PPRT acquisition and to reduce leverage on Queen Center. Regarding holiday.

Debt 130

Debt Assets Portfolios Leveraging 130

The Big Picture

OCTOBER 31, 2023

And you can go long, you can go short, you can have leverage, you could have higher exposure levels, but the securities are in the liquid public markets versus private equity, which are in illiquid private markets. For, for hedge fund or for, 00:06:29 [Speaker Changed] So that was actually Montgomery Asset Management.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

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 59

Banks Asset Management Assets Capital 59

The Motley Fool

NOVEMBER 1, 2024

In terms of leverage, our total debt is currently $17.1 times within our target leverage range of five times to 5.5 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. years to maturity.

Assets 130

Assets Capital Funds Deal Flow 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 59

Private Equity Firms Private Equity Firms Financing Banks 59

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. We effectively managed our discretionary spend in 2023, and we'll continue to be disciplined in focusing our resources in areas with the greatest opportunity.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

APRIL 12, 2024

As markets improve, we remain committed to driving operating leverage and profitable growth. Looking forward, we'll continue to prioritize investments with differentiated organic growth potential or that will expand operating leverage through enhanced scale. They want their portfolios to be nimble, customized, text-enabled.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

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. We ended the second quarter with record AUM of over 10.6 Our as-adjusted operating margin of 44.1% RIA, a U.K.

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

FEBRUARY 13, 2025

We held our team together throughout the downturn to be able to capture deal flow when markets returned and our investment sales team's efforts in the back half of 2024 were fantastic and set us up very well for 2025 and beyond. For the full year, our property sales team sold $9.8 billion of properties in the first half of the year.

Assets 130

Assets Financing Asset Management Finance 130

Private Equity Wire

DECEMBER 3, 2024

Traditional systems of record, such as CRM platforms, deal flow systems and portfolio management software, constitute the backbone of PE firms’ operations. For example, AssetMetrix is leveraging newly developed RAG capabilities to simplify and optimize data ingestion and consumption. References 1.

Due Diligence 90

Due Diligence Consulting Consultants Leveraging 90

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

FEBRUARY 27, 2025

One, simplify the business; two, improve operational performance; and three, reduce leverage. Working collectively with our asset management, portfolio management, and leasing teams, we have ranked all tenant spaces throughout our portfolio with an A through F grade and determined market rents for each particular space.

Debt 130

Debt Assets Asset Management Leveraging 130

Pension Pulse

MARCH 3, 2025

OMERS created a single equities program of managed from New York, with the research and portfolio management in separate functions. There is also now only one global credit group which manages any style of credit including investment grade, leveraged finance, high yield, private credit, external private credit and structured credit.

Buyout 52

Buyout Pension Funds Investing Assets 52

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 Financing Debt Finance 130

The Motley Fool

JANUARY 25, 2024

public company by market cap, exceeding the market value of all other asset managers. BXPE will leverage the firm's full breadth of investment capabilities in private equity, including buyout, secondaries, tactical opportunities, life sciences growth, and other opportunistic strategies. Blackstone is now the 55th largest U.S.

Management Fees 100

Management Fees Banks Capital Assets 100

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

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 Big Picture

JANUARY 7, 2025

I was working directly with the CEO and president of both companies, but I realized that the biotech vertical was not my playing field for the long term, hence the NBA at Harvard to find another career path and, and that led me into asset management. When it comes to any asset management business, Barry, two things important.

Capital 52

Capital Hedge Funds Buyout Startups 52

The Motley Fool

JANUARY 30, 2025

trillion of AUM today, the largest alternative asset manager in the world and why I believe we will continue to achieve strong growth in the future. This network effect sets Blackstone apart in the asset management area, underpins the strength of our brand, acts as an accelerant for the firm's overall growth.

Management Fees 130

Management Fees Assets Capital Funds 130

The Motley Fool

JULY 18, 2024

This data also alerts us to major paradigm shifts, which is essential for any top-performing asset manager. And we think operating leverage over the long term. And then longer term, that sort of picture of stability and over time of operating leverage. As the largest alternatives firm in the world with nearly $1.1

Assets 130

Assets Financing Finance Management Fees 130