The Motley Fool

OCTOBER 11, 2024

We believe the continued path of central bank normalization will support sustained inflows across bond funds, ETFs, and institutional accounts. The combination triples infrastructure AUM and doubles private markets run-rate management fees. This was due to the relative outperformance of lower fee U.S.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

DECEMBER 19, 2024

And finally, it has enabled the consistent and predictable takedown of just in time delivered fully developed home site, and that has attracted capital to the structured land banking partnerships that have driven the nearly $20 billion of transaction that have enabled our land-light transformation to date.

Assets 214

Assets Debt Capital Banks 214

The Motley Fool

NOVEMBER 8, 2024

We'll also provide an update on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our recent investment activities and current investment pipeline, and several other noteworthy updates. Net asset value, or NAV -- or NAV, increased by $0.77 per share or 2.6% times and 2.1

Capital 130

Capital Asset Management Due Diligence Assets 130

The Motley Fool

APRIL 12, 2024

These results included a $725 million increase to the special assessment resulting from the FDIC's updated estimate of expected losses from the closures of Silicon Valley Bank and Signature Bank. Firmwide IB fees were up 18% year on year, reflecting particular strength in underwriting fees. NIR ex Markets was up $1.2

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Capital Investment Banking 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. Management fees are up 22% and 92% of these management fees are from permanent capital vehicles. AUM not yet paying fees was $16.8

Capital 130

Capital Asset Management Assets Management Fees 130

The Motley Fool

OCTOBER 17, 2024

We've also established contractual relationships and forward flow agreements with banks and other originators across a wide range of areas, including credit card receivables, home improvement, fund finance and equipment finance. Fee-related earnings were $1.2 How much is driven by placement fees? in the last 12 months.

Debt 130

Debt Management Fees Capital Assets 130

The Motley Fool

OCTOBER 30, 2024

We leverage our development capabilities to explore innovation and bitcoin applications, integrating analytics expertise with our commitment to digital asset growth. These capital market levers allow us to deploy intelligent leverage to increase our bitcoin holdings in a manner which we believe has created shareholder value.

Leveraging 130

Leveraging Shareholders Capital Debt 130

The Motley Fool

AUGUST 1, 2024

Over the last 12 months, we have generated 23% fee-related earnings growth at 19% distributable earnings growth from the prior-year period. 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.

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

JULY 14, 2023

And while the bulk of the tightening is behind us, central banks are responding vigorously to inflation and have made it clear, the cycle of hikes isn't over. We remain laser-focused on executing our strategy and simplifying and modernizing our bank. In banking, the momentum in investment-grade debt has spread into other DCM products.

Banks 130

Banks Capital Investment Banking Investment Banks 130

The Motley Fool

APRIL 30, 2024

Not only are volumes up as banks retreat, the addition of new clients to the platform has never been higher. The company started in 2013 at Fortress to take advantage of dislocations in the MSR market as banks were selling MSRs to Basel III capital constraints. 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

MARCH 20, 2024

We further enhanced our operating profit growth from gross profit growth through operating leverage. Second, and more importantly, we're committed to operational efficiency and disciplined resource allocation, which includes thoughtful staff distribution and effective marketing expense management.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

AUGUST 4, 2023

We'll also provide an update on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our current investment pipeline, and several other noteworthy updates. Fee income decreased 1.4 We are very pleased with our performance in the second quarter. at June 30th, 2023. times to 0.9

Capital 147

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

The Motley Fool

AUGUST 8, 2024

You hear about the investment banks that are running these IPOs, that it's their job to market and really try to create the biggest pool of money as you possibly can for the IPO. Just the assets under management fees. Froglet or in business terms, operating leverage. Alison Southwick: Our next stage of growth is froglet.

Hedge Funds 130

Hedge Funds Leveraging Capital Prospects 130

The Motley Fool

FEBRUARY 15, 2024

We also expanded Zelman's investment banking capabilities into the commercial market in 2023. And in the fourth quarter, the investment banking team closed three transactions, albeit all in the single-family sector, that boosted revenues and expanded the W&D brand significantly. Those are the challenges.

Debt 100

Debt Finance Financing Banks 100

The Motley Fool

FEBRUARY 21, 2024

As a reminder, in April of 2021, our company entered into a limited partnership agreement with Pelion Ventures in Draper, Utah, to manage the Medici portfolio. This partnership came with an annual management fee, in addition to upside deal economics, in exchange for them nurturing these companies and building value.

Assets 130

Assets Banks Shareholders Portfolios 130

The Motley Fool

FEBRUARY 2, 2024

yield after management fees and actual capex and generated a 10.6% But for Camden Vantage, we are showing this at using actual capex and a management fee at a 5.75% cap rate, tax adjusted 5.65% cap rate, and an AFFO yield before management fees of 6.09%. The banks are much more -- they're well capitalized.

Debt 130

Debt Taxes Capital Assets 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. Gibraltar sales were up 27%, primarily driven by higher independent agency sales and growth in the bank channel.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

The Motley Fool

OCTOBER 31, 2024

PGIM, our global investment manager had higher asset management fees, driven by favorable investment performance, contributions from the Deerpath Capital acquisition and market appreciation. This is an AI-driven platform that leverages data to expedite, claim examine evaluations in short as well as long-term disability claims.

Liabilities 130

Liabilities Capital Assets Shareholders 130

The Motley Fool

NOVEMBER 5, 2024

These spreads are based on our short-term nominal cost of capital that measures the year-one dilution from utilizing external capital and excess free cash flow on a leverage-neutral basis to fund our investment volume. Our leverage, as measured by net debt to annualized pro forma adjusted EBITDA was a healthy 5.4

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

AUGUST 3, 2023

It's prudent to reduce leverage -- but Jeff, I think you indicated before at NAREIT that you thought raising equity in the $25 to $27 range would be appropriate. We've received actionable dates from our banking partners. So we couldn't hear some of the answers just provided to Todd's question. Your stock is up 18% year-to-date.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

AUGUST 2, 2023

We are confident that our strategy and mutually reinforcing business mix, which leverages the combined strength of our brand, global asset and liability origination capabilities, and multi-channel distribution will enable us to drive future growth and continue to expand access to investing, insurance, and retirement security.

Assets 100

Assets Capital Liabilities Asset Management 100

The Motley Fool

AUGUST 2, 2024

PGIM, our global investment manager, had higher asset management fees driven by favorable investment performance, contributions from the Deerpath capital acquisition, and equity market appreciation. Additionally, higher incentive and transaction fees resulted in an increase in other related revenues.

Assets 130

Assets Capital Liabilities Shareholders 130

The Motley Fool

NOVEMBER 5, 2024

million at the end of the third quarter with net leverage of about 1.5x. The first question is from Krisztina Katai from Deutsche Bank. Operator The next question is from Robby Ohmes from Bank of America. We ended the quarter with $68.7 million of cash. Inventory at the end of the quarter totaled $396.9 Total debt was $429.3

Taxes 130

Taxes Accounting Consulting Consultants 130

The Motley Fool

MAY 14, 2024

For wealth management, revenue grew robustly year on year with rapid increases in the number of users and average fund investments per user, primarily invested in low-risk money market funds. In terms of wealth management services, I think it will continue to grow for the reasons that I talked about earlier.

Accounting 130

Accounting Business Services Portfolios Shareholders 130

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. We typically hire people out of the banks. I can’t remember if he sat at Bear or Lehman, but it was one of the banks that no longer exist. Banking getting much better. And at the same time, the dot com bubble collapsed.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

The Motley Fool

APRIL 18, 2024

And now we've transitioned to addressing the sector's growing power needs, leveraging our sizable energy infrastructure platform, which includes the largest private renewables developer in North America. Fee-related earnings increased 12% year over year to $1.2 We'll go next to Craig Siegenthaler with Bank of America.

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

FEBRUARY 6, 2024

In addition, it also enables us to acquire Bitcoin through the use of excess cash or proceeds from equity capital raises or corporate debt capital raises, and to pursue software innovations that leverage the Bitcoin blockchain. As an operating company, we can make use of intelligent leverage. One, cash flow from software operations.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Big Picture

JUNE 13, 2023

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. You went to school in Paris, but you began your career in London at Merrill and Deutsche Bank. I joined, effectively, Deutsche Bank. I think we learned a lot.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

OCTOBER 15, 2024

PayPal and Venmo have an unmatched amount of consumer spending data they can leverage. With some firms, it's an additional assets under management fee, but I bet it's going to be much lower than what you're paying now. In May, they announced they were creating an advertising platform, which makes a lot of sense.

Taxes 130

Taxes Mutual Funds Accounting Finance 130

Pension Pulse

FEBRUARY 16, 2024

Some of these same investors made some notable bets on the banking industry, especially a regional lender that is currently under a lot of scrutiny: New York Community Bank ( NYCB ). The Soros Fund, AQR, and Millennium Management all increased their exposure to NYCB, which surprised Wall Street on Jan.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

Axial

JUNE 6, 2023

Limited partners are gravitating towards Independent Sponsors given their lower management fees, and the flexibility that comes with co-investing on a deal by deal basis. The platform is used by over 2,000 boutique investment banks that don’t post/list their deals anywhere online. What changed all of a sudden?

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Finance 52

The Big Picture

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. What about what happened with a lot of banks during the financial crisis? And these were real bankruptcies, led by a supply-demand imbalance, too much leverage and not enough demand for the products.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Motley Fool

JULY 16, 2024

Bank of America (NYSE: BAC) Q2 2024 Earnings Call Jul 16, 2024 , 8:30 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, everyone, and welcome to the Bank of America earnings announcement. It is now my pleasure to turn the conference over to Lee McEntire of Bank of America.

Banks 130

Banks Assets Taxes Liabilities 130

The Motley Fool

FEBRUARY 22, 2024

We're leveraging technology and increasing our operational efficiencies. We will continue to leverage our technology to improve operational efficiency and productivity. So, there's definitely what we call risk management. So, there's some risk management fees because just our legal costs are going up significantly.

Legal 100

Legal Management Fees Leveraging Accounting 100

Pension Pulse

AUGUST 17, 2023

Vincent Delisle, head of liquid markets at the Caisse, said there is still uncertainty when it comes to what central banks will do in terms of setting interest rates, the fund’s large fixed-income portfolio positions the pension manager well. We expect to see signs where bank ending in the US impacts job growth and consumer spending.

Pension Funds 52

Pension Funds Assets Debt Finance 52

Pension Pulse

FEBRUARY 22, 2024

CDPQ’s assets under management have grown by almost $100 billion since the beginning of 2020. “We We may reach a crossroads in the year ahead, with many central banks likely to pivot, but the scope and sequence remain unknown,” CDPQ Chief Executive Officer Charles Emond said in a statement.

Returns 59

Returns Pension Funds Assets Debt 59

The Motley Fool

JULY 20, 2023

We have virtually no net leverage at the parent company compared to U.S. banks with an average of 12 times leverage. We've always believed in extreme conservatism in managing our capital structure and the structure of our funds. Fee-related earnings increased 12% year over year to $1.1 banking industry.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130