The Big Picture

AUGUST 26, 2022

Our previous discussions (debates really) were over the traditional model of brokerage I push back against versus the fee-based fiduciary asset management I embrace. My examples of overpriced, low-performing, abusive account management have been derided as outliers. He was aghast over this. But I digress.

Asset Management 141

Asset Management Assets Legal Liabilities 141

The Motley Fool

JULY 31, 2024

Since our last earnings call on April 30, I am pleased to announce that we are making solid progress on our path forward of one, simplifying the business; two, operational performance improvement and three, reducing leverage. We have reduced our leverage to 8.48 I think we'll reduce the leverage there. times as compared to 8.76

Debt 246

Debt Assets Leveraging Financing 246

The Motley Fool

APRIL 24, 2024

Thanks to fast portfolio growth and impressive operating leverage, servicing income reached $273 million. 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.

Leveraging 246

Leveraging Amortization Bidding Collateral 246

The Motley Fool

FEBRUARY 27, 2025

With me today is Jeff Witherell, chairman and chief executive officer; Anthony Saladino, president and chief financial officer; Jim Connolly, executive vice president of asset management; and Anne Hayward, general counsel. I've never been a negative leverage person. Should you invest $1,000 in Plymouth Industrial REIT right now?

Bidding 130

Bidding Capital Asset Management Assets 130

The Motley Fool

APRIL 11, 2024

Another catalyst that may have sent billionaires running for the proverbial hills is the July report from The Wall Street Journal that alleged legacy telecom companies could face massive cleanup costs and health-related liabilities tied to their use of lead-clad cables. billion investment portfolio tied up in highly liquid "agency" assets.

Asset Management 130

Asset Management Liabilities Assets Leveraging 130

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. How do you think about under normal circumstances matching future liabilities with, with liquidity or cash flows?

Asset Management 59

Asset Management Assets Pension Funds Hedge Funds 59

The Motley Fool

MAY 10, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per share basis.

Capital 130

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

The Motley Fool

AUGUST 9, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per-share basis. After which, we'll be happy to take your questions.

Capital 130

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

Private Equity Wire

OCTOBER 22, 2024

Consilium is dedicated to ensuring that PE and VC managers remain resilient in a changing market by providing access to A-rated global insurers and offering policies designed to respond precisely to unforeseen events. To address these risks, Consilium emphasises innovative and tailored insurance solutions.

Mergers and Acquisitions 92

Mergers and Acquisitions Financial Institutions Liabilities Venture Capital 92

The Motley Fool

FEBRUARY 23, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per share basis.

Capital 130

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

The Motley Fool

AUGUST 4, 2023

Two additional key performance indicators that management will be discussing on this call are net asset value or NAV and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is reported on a per share basis. We are very pleased with our performance in the second quarter.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

The Motley Fool

MAY 1, 2024

Our results for the quarter reflect accelerating momentum across all our businesses, including significant positive net flows in PGIM, our global asset manager and strong sales in our U.S. Charlie Lowrey -- Chairman and Chief Executive Officer Thank you, Bob, and thanks to everyone for joining us today.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

The Motley Fool

AUGUST 1, 2024

professional liability and general liability portfolios where we took underwriting actions to improve profitability. The one-point increase was due to higher attritional loss ratios on our professional liability and general liability insurance product lines as we remain prudent in adding margin to classes with challenging loss trends.

Collateral 130

Collateral Liabilities Asset Management Portfolios 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. Clients choose BlackRock for performance.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

OCTOBER 24, 2024

Economic leverage ticked down slightly to 5.7 Our disciplined focus on underwriting sound credit risk and our proactive asset management has led to Onslow Bay's non-QM securitizations having the lowest delinquencies across the top 10 issuers in the market. And our leverage was down a touch heading into the quarter.

Capital 130

Capital Leveraging Collateral Assets 130

The Motley Fool

AUGUST 2, 2024

Connor Teskey -- President, Brookfield Asset Management and President, Renewable Power and Transition Thank you, operator. Edouard Bayford -- Vice President, Brookfield Asset Management Thank you, Connor, and good morning, everyone. [Operator instructions] Please be advised that today's conference is being recorded.

Asset Management 130

Asset Management Assets Capital Bidding 130

The Motley Fool

FEBRUARY 21, 2024

Finally, the power of our platform is a crucial differentiator as we leverage our expertise across ownership of over 15,400 properties globally, inclusive of the Spirit portfolio. Our diligent asset management efforts led to a recapture rate of 103.6% times in line with our targeted leverage ratio.

Mergers and Acquisitions 246

Mergers and Acquisitions Debt Assets Financing 246

The Motley Fool

AUGUST 6, 2024

Furthermore, from a risk management perspective, we view these credit investments as a prudent, natural hedge to the inherent rate exposure as we have on the liability side of our balance sheet. 31% of direct real estate investment volume was allocated to new sale leasebacks. Occupancy rose to 98.8%

Debt 130

Debt Assets Capital Leveraging 130

Pension Pulse

JULY 24, 2023

How leveraged are the investments? That’s why asset managers like them. A pension plan exists to meet future liabilities. The starting point is always on those future liabilities and then you work your way back to create a well diversified asset mix to increase the probability of meeting those future liabilities.

Pension Funds 88

Pension Funds Private Equity Firms Private Equity Firms Investing 88

Blackstone News

FEBRUARY 27, 2024

We are excited to officially partner with Blackstone to leverage their resources and deep expertise to further our mission of making it possible for everyone to experience the unconditional love of a pet.” About Blackstone Blackstone is the world’s largest alternative asset manager.

Securities and Exchange Commission (SEC) 98

Securities and Exchange Commission (SEC) Mergers and Acquisitions Legal Hedge Funds 98

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

The Motley Fool

OCTOBER 15, 2024

With NII now growing and complementing our fee growth along with our continued solid expense discipline, we expect to return to operating leverage as we move through the quarters in 2025. billion growing 8% over the prior year, led by 14% growth in asset management fees that Brian highlighted earlier. Alastair M. Earnings of $1.6

Banks 130

Banks Leveraging 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 Liabilities Capital Collateral 130

The Motley Fool

NOVEMBER 3, 2023

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per-share basis. We appreciate your participation in this morning's call.

Capital 100

Capital Securities and Exchange Commission (SEC) Asset Management Assets 100

Private Equity Wire

AUGUST 22, 2023

Appetite has waned to underwrite transactions with higher leverage, or to companies in disrupted sectors; these financings are likely to shift to private credit opportunities. US government agencies and European Banks have also sought to transfer balance sheet risk, creating opportunities in residential and corporate assets.

Asset Management 52

Asset Management Investing Leveraging Financing 52

Blackstone News

JUNE 15, 2023

David Schwartz, a Senior Managing Director at Blackstone, said: “Cvent has long been a go-to event management partner for organizations of all kinds, enabling them to embrace technology solutions in an increasingly digital world. About Blackstone Blackstone is the world’s largest alternative asset manager.

Securities and Exchange Commission (SEC) 105

Securities and Exchange Commission (SEC) Mergers and Acquisitions Legal Enterprise Values 105

The Motley Fool

APRIL 23, 2024

Despite the tough Q1 operating environment for us, we delivered double-digit organic subscription run rate growth among asset owners, hedge funds, wealth management -- managers, and corporates. At the segment level, analytics achieved recurring sales growth of 27% among banks, 20% among hedge funds, and 15% among asset owners.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

The Motley Fool

FEBRUARY 22, 2024

With me today is Jeff Witherell, chairman and chief executive officer; Anthony Saladino, executive vice president and chief financial officer; Jim Connolly, executive vice president of asset management; and Ann Heyward, general counsel. That's seven straight quarters of reducing leverage to 6.5 I'll leave it there.

Asset Management 130

Asset Management Assets Capital Debt 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 Mutual Funds 130

The Motley Fool

FEBRUARY 19, 2025

Our customers include over half the top life sciences, asset managers, and insurance companies and every U.S. As I say, straightforward things but things you've got to get right, right people doing the right things, basics of who we are, what we stand for, what our customers benefit, how to find leverage and monetize it.

Professional Services 130

Professional Services Capital Financial Services Education 130

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. In addition, we entered into a reinsurance agreement with Somerset Re for a $12.5 Turning to Slide 5.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 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

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. Moving to Slide 5. Retirement strategies generated strong sales of $7.6

Assets 100

Assets Capital Liabilities Asset Management 100

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. The time is now. On to the Sculptor acquisition. share price.

Capital 100

Capital Asset Management Assets Shareholders 100

The Motley Fool

MAY 6, 2024

It's a starting point for our climate strategy as we leverage our system already be in place in new, innovative ways to continue driving down emissions even further. million compared to the same period last year, primarily due to lower asset management revenues. Voters in our service territory agree with us.

Depreciation 130

Depreciation Amortization Debt Asset Management 130

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

Blackstone News

NOVEMBER 29, 2023

We look forward to partnering with management to build upon their leading online marketplace and leveraging Blackstone’s extensive expertise and resources to support the Company’s continued expansion as a private company.” About Blackstone Blackstone is the world’s largest alternative asset manager.

Securities and Exchange Commission (SEC) 131

Securities and Exchange Commission (SEC) Mergers and Acquisitions Legal Assets 131