The Motley Fool

JULY 14, 2023

They just revealed what they believe are the ten best stocks for investors to buy right now. trillion in assets, 9.4 We deliver durable long-term investment performance by executing on alpha opportunities, sourcing unique deals, and managing risk. On an equivalent day count basis, our annualized effective fee rate was 0.2

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Asset Management Assets Banks Debt 130

The Motley Fool

APRIL 18, 2024

And welcome to the Blackstone first-quarter 2024 investor call. Before you buy stock in Blackstone, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Blackstone wasn’t one of them. Today's conference is being recorded. Please go ahead.

Assets 130

Assets Debt Banks Capital 130

Private Equity Wire

FEBRUARY 14, 2024

PARTNER CONTENT By Muhammad Akram, CPA Founder, Akram | Assurance, Advisory & Tax Firm Why fair value is so important Fair value impacts net assets/partners’ capital, potentially overstating performance and overcharging management and performance fees.

Venture Capital 98

Venture Capital Investing Best Practices Mutual Funds 98

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). When they underperform, they refund as much as 25% of their performance fees.

Investing 72

Investing Performance Fees Startups Management Fees 72

The Motley Fool

AUGUST 5, 2024

I will now turn the conference over to Tom Ward, senior vice president of investor relations. Thomas Ward -- Senior Vice President, Investor Relations Thank you, Shari, and thank you all for joining us this evening. Thomas Ward -- Senior Vice President, Investor Relations 95.8%. You may begin. I'm not that good.

Assets 130

Assets Portfolios Capital Investors 130

Pension Pulse

MARCH 19, 2024

The alliance includes a $500 million Asset Joint Venture and a $250 million corporate secured financing facility provided by CPP Investments to Redwood. The Joint Venture will invest in Redwood's residential investor bridge and term loans, aiming for over $4 billion in acquisitions. residential mortgage assets with Redwood.

Investing 59

Investing Performance Fees Finance Financing 59

Pension Pulse

SEPTEMBER 4, 2024

The deal on behalf of funds managed by Blackstone Real Estate Partners, Blackstone Infrastructure Partners, Blackstone Tactical Opportunities, and Blackstone’s private equity strategy for individual investors, represents Blackstone’s largest investment in the Asia Pacific region.

Investing 59

Investing Asset Management Stakes Assets 59

The Motley Fool

JULY 31, 2024

Before you buy stock in Rithm Capital, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Rithm Capital wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Just key macroeconomic themes.

Capital 130

Capital Amortization Shareholders Finance 130

Pension Pulse

MAY 2, 2024

Last year, APFC’s staff decreased its private asset allocation from 19 percent to 15 percent, hypothesizing that there were better risk-adjusted returns to be had in asset classes like fixed income and hedge funds. In real estate development assets, in particular, Frampton sees higher potential for returns. “On

Pension Funds 59

Pension Funds Hedge Funds Buyout Due Diligence 59

Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 CPPIB's net assets totalled $632.3 The increase in net assets included $46.4

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

AUGUST 8, 2024

This call will be archived and available later this evening and for the next week via the webcast on the company's website in the section titled investor relations. I will now hand the call to Seth Frank, Evolent's vice president of investor relations. Seth Frank -- Vice President, Investor Relations Thank you, and good evening.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Liabilities Leveraging 130

Pension Pulse

AUGUST 17, 2023

However, it recorded weaker performance in private equity, following double-digit returns over the past few years, while its office real estate holdings were affected by a structural transformation, including a significant shift to mobile work, offset by investments in the logistics segment of commercial real estate. over six months and 6.0%

Pension Funds 52

Pension Funds Assets Debt Finance 52

Pension Pulse

MAY 24, 2023

per cent for the fiscal year ended March 31, ending the year with net fund assets of $570 billion compared to $539 billion a year earlier. The $31 billion increase in net assets this year consisted of $8 billion in net income and $23 billion in net transfers from the Canada Pension Plan (CPP). CPP said it earned 1.3

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

JULY 31, 2024

[Operator instructions] I'll now hand you over to Michael Minchak, head of investor relations at Teladoc Health to begin. Michael Michak -- Head of Investor Relations Thank you, and good afternoon. The first one you called out I think was a performance fee you received related to the chronic care business.

Leveraging 130

Leveraging Taxes Returns Shareholders 130

Fortune Financial

MARCH 5, 2024

Investors and buyers pay attention to how a business treats its employees, and a 401k plan clearly indicates an employee-first approach. This means staying informed about plan performance, fees and compliance requirements. Have you arranged a trust for the plan assets, or will you set up the plan solely with insurance contracts?

Taxes 52

Taxes Leveraging Financial Institutions Performance Fees 52

The Motley Fool

JULY 28, 2023

They just revealed what they believe are the ten best stocks for investors to buy right now. This represents -- as we've talked before, 85% of the value of the S&P 500 is really tied back to intangible assets. I know you had highlighted difficult comp on performance fees in the quarter. and Aon Plc wasn't one of them!

Capital 100

Capital Business Services Debt Liabilities 100

The Big Picture

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. And when they’re not generating alpha, when they’re underperforming, they actually return fees. And you see a, a wealth path for each of those investors.

Investing 52

Investing Capital Shareholders Returns 52

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. Well guess what?

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. And two was that I had never really taken time to think about the lack of women in the business, and that there really wasn’t a voice to tell the story of female investors. MIELLE: Well, I mean, it was a fairly new asset class. MIELLE: Right.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Motley Fool

OCTOBER 31, 2023

They just revealed their ten top stock picks for investors to buy right now. Look, despite what many investors think and say this is still Tesla's core business. Over 200 billion in assets. Those assets are primarily warehouse and logistics facilities. Click here to get access to the full list!

Depreciation 130

Depreciation Bidding Capital Companies 130

The Motley Fool

APRIL 12, 2024

Before you buy stock in BlackRock, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and BlackRock wasn’t one of them. Excluding low-fee institutional index equity flows, we saw $100 billion of long-term net inflows in the quarter.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

FEBRUARY 21, 2025

This call will be archived and available later this evening and for the rest of the week via the webcast on the company's website in the section titled Investor Relations. I will now hand the call over to Seth Frank, Evolent's vice president of Investor Relations. federal laws. Should you invest $1,000 in Evolent Health right now?

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Performance Fees Capital 130

The Motley Fool

JANUARY 12, 2024

Before you buy stock in BlackRock, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now. The last two years have been a character-building and awe-inspiring time for investors, for clients, and certainly for us at BlackRock.

Assets 130

Assets Shareholders Asset Management Capital 130

The Big Picture

FEBRUARY 28, 2023

They run over $135 billion in assets. And I went to pitch this asset management guy on why he should come be a part of that process. LAYTON: So every client that we have, every asset that we own is a result of somebody getting on an airplane and — RITHOLTZ: Right. I think we are very much an owner of assets.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

FEBRUARY 4, 2025

I would now like to turn the conference over to Jim Breen, senior vice president, investor relations. Jim Breen -- Senior Vice President, Investor Relations Good afternoon, everyone, and thank you for joining Lumen Technologies' fourth quarter 2024 earnings call. Your speakers for today are Kate Johnson, CEO; and Chris Stansbury, CFO.

Debt 130

Debt Assets Leveraging Shareholders 130

Private Equity Insights

FEBRUARY 10, 2025

Morgan Asset Management (JPMAM) introduced its first European Long-Term Investment Fund (Eltif). The fund provides investors with globally diversified access to private markets through a single, actively managed fund. It offers exposure to over 1,000 private assets across multiple investment strategies. read more J.P.

Asset Management 147

Asset Management Assets Private Equity Firms Private Equity Firms 147

Private Equity Wire

JANUARY 17, 2025

Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. A subsidiary of Power Corp. A subsidiary of Power Corp.

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

The Motley Fool

JULY 15, 2024

Before you buy stock in BlackRock, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and BlackRock wasn’t one of them. Clients entrusted us with over 80 billion of net new assets. trillion in assets under management, 10.6 trillion.

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

JANUARY 15, 2025

Excluding the prior year's net investment securities losses, it was up 21%, largely on higher asset management fees and investment banking fees. In CCB, we had a record number of first-time investors and acquired nearly 10 million new card accounts. And we had client asset net inflows of 468 billion for the year.

Banks 243

Banks Investment Banking Investment Banks Capital 243

The Motley Fool

JANUARY 15, 2025

Before you buy stock in BlackRock, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now and BlackRock wasnt one of them. Before I turn it over to Larry, I'll review our financial performance and business results. billion in revenues. increased 15%.

Assets 130

Assets Shareholders Capital Portfolios 130

The Motley Fool

JANUARY 25, 2024

ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, and welcome to the Blackstone fourth-quarter and full-year 2023 investor call. We were the first alternative manager to surpass $1 trillion of assets under management. Today's conference is being recorded. Please go ahead.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

JANUARY 30, 2025

ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, and welcome to the Blackstone fourth-quarter and full-year 2024 investor call. 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.

Management Fees 130

Management Fees Assets Capital Funds 130

The Motley Fool

JULY 18, 2024

ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, and welcome to the Blackstone second quarter 2024 investor call. This should be very positive for Blackstone's asset values and provide the foundation for a significant realization cycle over time. Today's call is being recorded.

Assets 130

Assets Finance Financing Management Fees 130