Private Equity Insights

MARCH 8, 2024

Ares Management Corporation, a leading global alternative investment manager, announced today that funds managed by its Alternative Credit strategy have launched Ansley Park Capital, a newly-formed lending and specialty finance company that delivers full spectrum, customized financing solutions for essential-use, large-ticket equipment.

Capital 130

Capital Finance Financing Performance Fees 130

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. Debt financing. Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products.

Leveraging 246

Leveraging Debt Assets Capital 246

The Motley Fool

AUGUST 7, 2024

There is some time involvement: You'll need to open a brokerage account and research different assets and investment strategies. But after that, a lot of buy-and-hold investing strategies don't take a ton of ongoing management. That means you get regular payouts in addition to any portfolio gains if the asset appreciates in value.

Exchange-Traded Funds 246

Exchange-Traded Funds Legal Management Fees Assets 246

Private Equity Insights

MARCH 8, 2024

Beltz Ianni, which is based in Rochester, New York, operates as a corporate retirement planning and individual wealth management company. It is said to manage assets worth over $1.2bn. Established in 2001, the company specialises in investment management along with retirement planning.

Education 130

Education Management Fees Assets Finance 130

The Motley Fool

JANUARY 29, 2024

For the first time ever, I can recommend a stock-like investing asset that gives you direct exposure to that cryptocurrency's price, with minimal fees and wide availability on pretty much any stock-trading service. Perhaps you see no value in Bitcoin since it isn't a business that makes a product or delivers a service.

Investing 230

Investing Exchange-Traded Funds Assets Prospects 230

The Motley Fool

JANUARY 16, 2024

Known for offering innovative crypto-related financial products like its Web3 Index Fund and Bitwise 10 Crypto Fund , Bitwise has become a leader in blending cryptocurrencies with traditional finance. Bitwise's Bitcoin ETF (NYSEMKT: BITB) offers the cheapest exposure to Bitcoin since it has waived all management fees.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Assets 130

The Motley Fool

JULY 23, 2024

You got a big pay raise or promotion at work If your personal finances have changed for the better, this could be a sign that you're ready to hire a financial advisor. Getting financial advice from a professional can help you decide how to manage your investments for long-term success.

Finance 130

Finance Financing Debt Startups 130

The Motley Fool

JANUARY 21, 2024

Stocks and cryptocurrencies with market caps below $200 million are below the coverage threshold, and the same limit applies to the net asset value (NAV) of ETFs. The early winners, by the numbers ETF Name and Ticker Net Asset Value (NAV) Average Daily Volume (number of shares) Annual Management Fees Grayscale Bitcoin Trust $25.2

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Management Fees Exchange-Traded Funds 130

Private Equity Wire

DECEMBER 3, 2024

BlackRock has agreed to a $12bn deal to acquire HPS Investment Partners, a global specialist in credit investment management with $148bn in client assets, with the entire transaction to be completed entirely in BlackRock equity. The deal will be financed through 12.1

Management Fees 88

Management Fees Finance Financing Assets 88

The Motley Fool

AUGUST 1, 2024

And since becoming a public company, we have had 13 consecutive quarters of management fee and FRE growth, highlighting both the stability and strength of our business. Collectively, our partner managers now manage over $1.8 trillion, giving us an unparalleled view over the alternative asset management industry.

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

JULY 10, 2023

So what NextEra Energy Partners has been using a unique financing strategy to fund acquisitions to deliver on its ambitious dividend growth target (12% to 15% annually through 2026). It has secured several convertible equity portfolio financings (CEPF) with institutional investors like private equity funds.

Buyout 130

Buyout Finance Financing Management Fees 130

The Motley Fool

MAY 2, 2024

We reported another strong quarter of results for Blue Owl this morning with 12 straight quarters in consecutive management fee and FRE growth since we've been a public company. Acquiring Kuvare Asset Management adds $20 billion of AUM or but not inclusive of incremental growth at Kuvare. Thank you very much, Ann.

Capital 130

Capital Asset Management Assets Management Fees 130

Private Equity Wire

OCTOBER 25, 2024

The firm’s fee-related earnings meanwhile, surged 79% to a historic $1bn, buoyed by rising management fees and strong activity in financing arrangements for companies. KKR’s capital markets division generated $424m in financing fees, with nearly half coming from infrastructure and debt products.

Capital 84

Capital Management Fees Finance Financing 84

The Motley Fool

JULY 6, 2023

NextEra Energy Partners recently unveiled a plan to significantly reduce its near-term financing needs. It expects to sell its remaining natural gas pipeline assets over the next few years. This decline has pushed the company's dividend yield up to 5.8%.

Finance 100

Finance Financing Management Fees Assets 100

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 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. We've also continued to produce positive results in our asset management business.

Capital 130

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

The Motley Fool

OCTOBER 17, 2024

We also stated our belief that an easing of the cost of capital would be very positive for Blackstone's asset values and would be a catalyst for transaction activity, including deployment and ultimately, realizations, which in turn fuel fundraising. The alternative industry still represents a small portion of investable assets globally.

Debt 130

Debt Management Fees Capital Assets 130

The Motley Fool

DECEMBER 19, 2024

Secondly, and simultaneously, we continue to migrate our operating platform to an asset like configuration. In the very near future, the spin-off will be public and that will complete our now almost five-year migration to an asset light operating model. Millrose will receive consistent cash flows pursuant to option contracts.

Assets 214

Assets Debt Capital Banks 214

The Motley Fool

OCTOBER 11, 2024

iShares' fixed-income ETF assets now stand at over $1 trillion, nearly 40% higher than at year-end 2021. The combination triples infrastructure AUM and doubles private markets run-rate management fees. BlackRock manages more than $300 billion of assets across model portfolios and separately managed accounts for wealth managers.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

MAY 7, 2024

Alison Southwick: There comes a time and everyone's life when they need a little help and your finances are no different. Maybe you've heard bro over the years say stuff like, I'm Robert Brokamp, if you've had a major life event, it might make sense for you to talk to a professional fee-only advisor. How about you break it down for us?

Accounting 245

Accounting Finance Financing Shareholders 245

The Motley Fool

NOVEMBER 30, 2023

For example, Steward reported facility-level earnings before interest, taxes, depreciation, amortization, rent, and management fees (EBITDARM) coverage of 2.7x The company plans to evaluate additional asset sales and joint-venture opportunities, as well as explore limited secured debt financing options. Who's right?

Prospects 100

Prospects Amortization Depreciation Earnings Before Interest 100

The Motley Fool

OCTOBER 31, 2024

trillion of assets under management supporting defined benefit and defined contribution plans, PGIM serves more than half of the world's 300 largest pension funds. We maintain a AA rating, which reflects a healthy capital position, including more than $4 billion in highly liquid assets at the end of the third quarter.

Liabilities 130

Liabilities Capital Assets Shareholders 130

The Motley Fool

NOVEMBER 8, 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. We've also continued to produce positive results for our asset management business.

Capital 130

Capital Asset Management Due Diligence Assets 130

The Motley Fool

NOVEMBER 5, 2024

In addition, our vast data availability, proprietary predictive analytic tools, and insights of our asset management and research teams enhance our ability to anticipate future trends. For the year, we now expect proceeds of $550 million to $600 million in asset sales. trillion of assets owned by public REITs. Jonathan W.

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

AUGUST 3, 2023

During this call, certain comments and statements we make may be deemed forward-looking statements within the meaning prescribed by the securities laws, including statements related to the future performance of our portfolio, our pipeline of potential acquisitions and other investments, future dividends and financing activities. We had a 19.3%

Securities and Exchange Commission (SEC) 130

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

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. We've also continued to produce positive results in our asset management business.

Capital 130

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

The Motley Fool

FEBRUARY 9, 2024

We finished 2023 on a strong note with another consecutive quarter of management fee and FRE growth, 11 for 11 since we've been a public company, against a market backdrop that has been exceptionally volatile and uncertain. This phenomenon has been consistent across asset classes. Thank you, Ann. And DE is up 25%.

Capital 130

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

The Motley Fool

OCTOBER 30, 2024

Year-to-date 2024, the price of Bitcoin has appreciated, spurred notably by the approval of the bitcoin exchange-traded products, or ETPs, which has drawn considerable institutional attention to the asset class. We are a publicly traded company that has adopted bitcoin as our primary treasury reserve asset. One, debt financing.

Leveraging 130

Leveraging Shareholders Capital Debt 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've also continued to produce attractive returns on our asset management business.

Capital 147

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

The Big Picture

OCTOBER 14, 2023

which has $34 billion in assets under management. We discuss the firm’s unique fee arrangement: For institutional accounts of $100 million and up, they pay a base fee 33% of outperformance versus the benchmark (and no management fee).

Investing 72

Investing Performance Fees Startups Management Fees 72

The Motley Fool

JULY 12, 2024

billion or 21%, largely driven by higher investment banking revenue and asset management fees. In banking and wealth management, revenue was down 5% year on year, reflecting lower deposits and deposit margin compression, partially offset by growth in wealth management revenue. NIR ex markets was up 7.3

Banks 130

Banks Capital Finance Financing 130

The Motley Fool

APRIL 30, 2024

The real estate group, which focuses on nontraditional niche asset classes, continues to generate excellent returns. In the first quarter, we announced the launch of Sculptor Loan Financing Partners, the firm's first captive CLO equity investment platform. So, we started the business with $1 billion of equity. Today, we're at $7.1

Capital 130

Capital Enterprise Values Assets Banks 130

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. Additionally, higher incentive fees and seed and co-investment income resulted in an increase in other related revenues.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

The Motley Fool

FEBRUARY 7, 2024

As a 27-year veteran of Prudential, Yanela is a seasoned executive who brings a deep understanding of our business and industry as well as significant finance, operations, and leadership experience. PGIM, our global investment manager, had lower other related revenues driven by lower incentive fees and agency income, and higher expenses.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

The Motley Fool

FEBRUARY 15, 2024

That type of rate volatility makes it exceedingly difficult for buyers and sellers of commercial real estate to establish pricing, determine their cost of capital, and compute an IRR on the sale or acquisition of an asset. And as a result, investment management revenues were down quarter over quarter.

Debt 100

Debt Finance Financing Banks 100

The Motley Fool

OCTOBER 11, 2024

We continue to see more pronounced stress in certain customer segments with lower deposit and asset levels where inflation has partially offset strong employment and wage growth. Starting in the first half of next year, we will be the preferred purchase financing provider for Volkswagen and Audi brands in the United States.

Banks 130

Banks Assets Capital Investment Banking 130

The Motley Fool

MARCH 20, 2024

Our search revenue grew multiple times year on year in 2023 as we ramped up monetization on these under-monetized assets. We've spent many years building a solid base for fintech services in the form of our widely used payment services with our strict adherence to regulatory requirements and with careful risk management.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246