The Motley Fool

APRIL 29, 2024

We believe the introduction of spot bitcoin ETPs further evidences the maturation of bitcoin as an institutional grade asset class with broader regulatory recognition and institutional adoption. These are all unrestricted and provide the option to potentially leverage this strategic asset in the future.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

APRIL 24, 2024

Mike will comment more on the pipeline in a minute, but I'll spill a little bit of this thunder and tell you we're continuing to see super attractive opportunities in the bulk market, which we believe reflects the shakeout going on in the industry with banks pulling back from the asset class and originators seeking a source of liquidity.

Leveraging 246

Leveraging Amortization Bidding Collateral 246

Blackstone

AUGUST 8, 2024

A powerful shift is underway in credit markets as private lenders partner with banks to finance real economy assets. These mutually beneficial partnerships enable banks to continue originating assets and serving their customers, and they give us at Blackstone the opportunity to provide our clients with high quality loans.

Financing 121

Financing Finance Amortization Banks 121

The Motley Fool

MAY 27, 2024

A 13F is a required filing for institutions with at least $100 million in assets under management (AUM). Although the prize of this purchase was General Re's reinsurance operations, General Re also owned a specialty investment company -- New England Asset Management (NEAM). In 1998, Berkshire acquired General Re in a $22 billion deal.

Portfolios 130

Portfolios Banks Liabilities Exchange-Traded Funds 130

Mish Talk

DECEMBER 22, 2022

Both agreed to settle the SEC’s and CFTC’s claims and to accept liability, with monetary penalties to be decided in the future, according to the regulators. Ellison, from 2019 to 2022, manipulated the price of FTT, a digital asset that FTX issued. Wang, alleging they committed civil securities and commodities fraud. The SEC said Ms.

Securities and Exchange Commission (SEC) 81

Securities and Exchange Commission (SEC) Collateral Liabilities Assets 81

The Motley Fool

FEBRUARY 7, 2024

The bank went on an ambitious growth campaign in 2023, first acquiring Flagstar Bank to round out its commercial banking capabilities and then buying assets and liabilities of the failed Signature Bank from the Federal Deposit Insurance Corp. Further, CEO Thomas R.

Collateral 100

Collateral Banks Liabilities Capital 100

The Motley Fool

MAY 2, 2024

First, we moved to a consistent measure of profitability of operating income across each segment of our business that excludes amortization of acquired intangible assets. Professional Liability and General Liability portfolios. General Liability and Professional Liability product lines within our Insurance segment.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

The Motley Fool

OCTOBER 13, 2023

middle-market and asset-based lending, we're focused on finding ways to support our clients with the recently announced strategic relationship with Centerbridge Partners. Bill has been an invaluable asset to the company, and we benefited from his long experience in both the public and private sectors. As a leader in U.S.

Banks 246

Banks Capital Assets Collateral 246

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. PGIM's assets under management increased by 5% to $1.3 Institutional outflows of $8.9

Assets 130

Assets Capital Liabilities Collateral 130

The Motley Fool

JULY 26, 2024

The sale of Eastern Insurance monetized and undervalued assets for our shareholders and created a significant gain and capital increase. David's strong track record, particularly at People's, which grew from $14 billion in assets to $60 billion in assets during his tenure, makes him a great fit for Eastern. 10 overall.

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks 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. Yet it has an appeal because of its greater claim to profits depending on the strength of the underlying collateral.

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 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. The vast majority of 2024 commercial real estate loan maturities are on non-multifamily assets, and the start to the year by our debt brokerage team using non-agency capital is encouraging.

Debt 130

Debt Banks Assets Capital 130

The Motley Fool

FEBRUARY 8, 2024

The second half of the quarter proved beneficial to mortgage assets as implied volatility declined, the yield curve modestly steepened and agency spreads tightened meaningfully. Fixed-rate agency CMBS is a complementary asset to our agency portfolio as it provides a high-yielding stable cash flow with minimal convexity exposure.

Capital 130

Capital Leveraging Banks Assets 130

The Motley Fool

OCTOBER 24, 2024

The market's pricing of additional rate cuts has led to a steeper yield curve, increasing the attractiveness of fixed-income assets. We did rotate an additional 5% of the portfolio from intermediate coupons to higher coupon collateral on a relative value basis. In agency MBS in particular. Now moving to the MSR business.

Capital 130

Capital Leveraging Collateral 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. Our early results prove there is strong demand for our assets at attractive valuations. billion or 80% of the initial estimate.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Prospects Finance Financing 130

The Motley Fool

APRIL 26, 2024

Our capital strength allows us to absorb and mark the Cambridge Trust balance sheet to market, to reprice asset yields to market and create a higher net interest margin. After serving much at much larger banks as their CFO, Eastern was a mutual bank with $8 billion in assets. When Jim joined us as our Chief Financial Officer in 2012.

Mergers and Acquisitions 130

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

The Motley Fool

AUGUST 8, 2023

The new ABL is led by group of third-party private credit lenders whose aggregate assets under management exceed $50 billion. billion of assets in the U.K. In brief summary, you will recall our May 23rd announcement that, as of the end of the first quarter, we carried these assets at approximately $573 million.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Prospects Banks Collateral 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. PGIM's assets under management increased 6% to $1.3 Turning to Slide 5. Results of our U.S.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

The Motley Fool

MAY 13, 2024

billion reais year on year and 87 million reais for the quarter, lower when compared to previous quarters as we continue to deploy capital toward the expansion of our credit portfolio and also as a result of seasonally higher cash consumption in labor and social liabilities in the quarter. So, we have no urgency to sell any assets.

Banks 130

Banks Collateral Financial Services Securities and Exchange Commission (SEC) 130

The Motley Fool

FEBRUARY 13, 2024

In the coming months, we expect to release an optional feature that allows borrowers to provide collateral to support their personal loan application. The funding markets continue to be oversaturated with assets on offer in the secondary markets. Or how do we think about it from an asset-liability perspective on an accounting basis?

Collateral 100

Collateral Liabilities Banks Capital 100

The Motley Fool

FEBRUARY 8, 2024

Michele Reber -- Senior Director, Asset Management Thank you and good morning. However, longer term, we believe all of these assets, but in particular, Maplewood, are well positioned to generate reliable and growing cash flows and related rent. [Operator instructions] As a reminder, this conference is being recorded. You may begin.

Investors 130

Investors Assets Banks Capital 130

The Motley Fool

JULY 25, 2024

And consistent with prior quarters, we favored high-quality prepayment-protected collateral with durable cash flows. trillion in money market assets should gravitate toward longer-duration fixed income. And also to note, we continue to see 12% to 15% prospective returns on the retention of OBX assets. per share to $0.68.

Capital 130

Capital Assets Leveraging Portfolios 130

The Motley Fool

JULY 14, 2023

CCB client investment assets were up 18% year on year. Client investment assets were up 18% year on year, driven by market performance and strong net inflows across our advisor and digital channels. Asset and wealth management reported a net income of 1.1 Morgan Asset Management China, both of which closed within the last year.

Banks 130

Banks Liabilities Capital Assets 130

The Motley Fool

NOVEMBER 1, 2023

Turning to Slide 15, we reported a total non-GAAP operating loss in the third quarter of $8 million, of which the non-cash digital asset impairment charge was $34 million for the quarter. This non-cash tax expense was related to the reestablishment of our valuation allowance on our deferred tax asset, directly related to our Bitcoin holdings.

Education 130

Education Assets Leveraging Debt 130

The Motley Fool

MAY 8, 2024

And customers are also moving their assets to Robinhood in record numbers. Q1 was the second quarter in a row, we had net asset inflows from every other major brokerage totaling nearly $3 billion more than twice our Q4 level. Assets under custody finished Q1 at around a record $130 billion, up 65% year over year.

Assets 130

Assets Shareholders Leveraging Capital 130

The Motley Fool

AUGUST 2, 2024

Michele Reber -- Senior Director, Asset Management Thank you, and good morning. The year-over-year increase is primarily the result of the timing and impact of operator restructurings, transitions and revenue from new investments completed throughout 2023 and 2024, partially offset by asset sales completed during that same time period.

Investors 130

Investors Debt Assets Capital 130

The Motley Fool

AUGUST 1, 2024

Lastly, our business development teams continue to diligently evaluate the landscape for potential third-party M&A opportunities with a particular eye for asset investments that would provide complementary additions to our fleet with the ability for us to apply proprietary value additions. Is it asset type? Good morning, everyone.

Taxes 130

Taxes Debt Shareholders Capital 130

The Motley Fool

OCTOBER 30, 2024

to 12%, compounded annual growth from the midpoint of our 2025 guidance, reflecting the strengthening trajectory of our core asset base and our accretive growth investment prospects. Its batteries will complement our existing fleet of assets in ERCOT, and together these will be beneficial additions to our fleet.

Assets 130

Assets Capital Leveraging Debt 130

The Motley Fool

APRIL 24, 2024

per diluted share, a return on average assets of 1.7% Total liquid assets and undrawn credit facilities were $24.9 of total assets, up 38 basis points from last year. And the NII was a little bit suppressed because you had the last full impact on your interest-bearing liabilities. billion, up $3.2 Operator Thank you.

Liabilities 130

Liabilities Capital Banks Financing 130

The Motley Fool

JULY 26, 2023

So to recap, we had better-than-expected NIM resilient resiliency in Q2, and we expect NIM and net interest income improvement in the back half of the year as deposit costs moderate, loan yields continue to improve, and earning assets continue to grow. It is collateralized. It was a collateralized loan. How are you doing?

Banks 189

Banks Accounting Prospects Collateral 189

The Motley Fool

AUGUST 29, 2023

we added an over $10 billion asset Caribbean subsidiary of a global bank for commercial lending. The company has accrued for the proposed settlement agreement, which is included in accrued expenses and other liabilities as of July 31, 2023 on the company's unaudited condensed consolidated balance sheets. is the mortgage balance sheet.

Banks 246

Banks Financial Institutions Accounting Mergers and Acquisitions 246

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. PGIM, our global active Investment manager, has diversified capabilities in both public and private asset classes across fixed income, equities, and alternatives. Moving to Slide 5.

Assets 100

Assets Capital Liabilities Asset Management 100

The Motley Fool

JULY 19, 2024

We experienced broad based improvement in overall asset quality this quarter. The increase reflects stabilizing deposit trends and asset yield expansion. Asset yields benefited from the maturity and replacement of fixed rate loans and securities at current higher rate levels. Now, let's shift to net interest income.

Leveraging 130

Leveraging Assets Capital Banks 130

The Motley Fool

FEBRUARY 21, 2024

We believe these recent transactions and other processes we are actively engaged in clearly demonstrate that our assets remain attractive to operators and sophisticated real estate investors around the world. We also consented to a limited and tapering deferral of rent until the end of June or the completion of the anticipated asset sales.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Prospects Assets 130

The Motley Fool

JULY 28, 2023

This partnership attributed a very attractive valuation for our ETM business, which shows that our partners recognize the value generation potential of our assets and how uniquely positioned they are. Sales volumes and byproducts helped increase our EBITDA by $154 million as a result of initiatives to improve asset reliability.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Shareholders Financing Finance 130

The Motley Fool

OCTOBER 11, 2024

billion or 17%, but excluding the prior year's net investment securities losses, it was up 10% on higher asset management and investment banking fees and markets revenue was up $535 million or 8% year on year. Asset and wealth management reported net income of $1.4 trillion and client assets of $5.7 NIR ex-markets was up $1.8

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

FEBRUARY 20, 2024

In short, we remain extremely encouraged about the current and future demand for Transocean's assets and services. Beyond this 18-month horizon, additional demand for long-term work has materialized from several of the major E&P companies as they seek to secure the right high-specification assets for their ongoing developments.

Debt 130

Debt Shareholders Assets Liabilities 130