The Motley Fool

AUGUST 8, 2024

First, recall in the quarter of this year, we noted a few performance suite markets with higher than expected medical costs, due primarily to higher prevalence of disease. We also noted that our contracting model allows us to update our capitation rates to reflect these changes. Looking ahead, our capital priorities remain the same.

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The Motley Fool

AUGUST 5, 2024

So, as you look at the picture today with the economic concerns but also at the same time that the tenants seem to be in better capital positions, are you as worried today when you see weak economic data? Operator Our next question is from Juan Sanabria with BMO Capital Markets. Just your thoughts generally with a 3-, 8-, 10-year.

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The Big Picture

JULY 4, 2023

And I just thought that was like, that was a very cool, unique set of skills that she embodied and was able to capitalize upon. And so I ended up joining a large search firm because I just, I felt I’d learned more about the different types of issues that were out there and how they get solved through human capital.

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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. That’s a function of the capitalism.

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Investing Capital Shareholders Returns 52

The Motley Fool

APRIL 18, 2024

We've stated before that short-term movements in stock and bond markets impact capital flows in this channel. But ultimately, flows follow performance as well as innovation as we're seeing now. Our long-term capital provides the flexibility and firepower to invest while affording us the patience to sell assets when the time is right.

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The Motley Fool

AUGUST 2, 2023

Now, let's turn to Evolent's three core operating priorities of strong organic growth, expanding margins, and optimal capital allocation. I would note, we spent time at the Investor Day focused on performance fee margin ramp, and that margin maturation is continuing to perform as expected.

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The Big Picture

JUNE 13, 2023

The transcript from this week’s, MiB: Mathieu Chabran, Tikehau Capital , is below. Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. I thought it was great, and I think you will also, with no further ado, my conversation with TIKEHAU Capital’s Mathieu Chabran.

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The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. So it was a starting industry, very much sort of a venture capital type of business. And anything above the par value of the total debt on the capital structure belongs to the equity guys. RITHOLTZ: Right.

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Pension Pulse

AUGUST 17, 2023

per cent, with the help of recovering bond markets as interest rates rose and additional contributions from corporate credit and emerging country sovereign debt. of its benchmark index with a performance stimulated by credit activities, notably the performance of corporate credit and emerging country sovereign debt.

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Pension Pulse

SEPTEMBER 4, 2024

billion), including debt and capital expenditure for committed projects. The firm, which has been in debt-financing talks with banks, emerged as the buyer after competing with a consortium that included DigitalBridge Group Inc., The deal triggers a large performance fee for ASX-listed Macquarie Group, which manages the fund.

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Pension Pulse

MAY 22, 2024

billion of net income, CPP Investments directly and indirectly incurred $1,617 million of operating expenses, $1,449 million in investment management fees and $2,067 million in performance fees paid to external managers, as well as $427 million of transaction-related expenses. To generate $46.4 bps and below the 28.6

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Pension Pulse

MAY 24, 2023

to resolve its debt ceiling debacle and is looking to raise liquidity to take advantage of “opportunities” the fund sees in equity and fixed-income markets. Management fees increased by $165 million, due to an increase in average assets managed by external fund managers. billion of invested capital. bps observed in fiscal 2022.

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The Motley Fool

APRIL 12, 2024

Total annualized organic base fee growth of 1% reflected seasonally softer flows earlier in the quarter before coming back to target in March. billion increased 11% year over year, driven by the impact of market appreciation over the last 12 months on average AUM and higher performance fees and technology services revenue.

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The Motley Fool

FEBRUARY 21, 2025

Tonight, I will comment on our progress within our three pillars of stakeholder value creation of, one, growing the business organically, two, expanding our profitability and three, allocating capital to increase shareholder value. We pursue this aim guided by our values at Evolent. Cash used in operations was $26.2

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The Motley Fool

JANUARY 12, 2024

Growing public deficits, a modernizing digital world, advancing energy independence, and the energy transition are driving the mobilization of private capital to fund critical infrastructure. In a higher rate environment, the ability to drive operational enhancements will be critical to investment performance. Operating income of 6.6

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The Motley Fool

OCTOBER 31, 2023

The cost of capital is higher. They can always raise equity if they want and get access to the capital markets. They did talk about that, the call, they tightened their capital expenditures. Blackstone is in the business of investing capital, and earning management and performance fees on that invested capital.

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The Big Picture

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. It was really a fascinating conversation. RITHOLTZ: Right.

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The Motley Fool

FEBRUARY 4, 2025

We strengthened our financial position and restored market confidence in Lumen, and it started with the debt restructuring that gives us ample time to execute our transformation. We lowered our debt load by $1.6 And importantly, we drove material improvement in both our equity and debt trading values.

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The Motley Fool

JULY 15, 2024

trillion units of trusts, BlackRock's platform is becoming the premier long-term capital partner across public and private markets. We're connecting investors, corporates, and the public sector to the power of the capital markets. Higher performance fees and technology services revenue also contributed to revenue growth.

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The Motley Fool

JANUARY 15, 2025

Onto balance sheet and capital on Page 4. We ended the quarter with a CET1 ratio of 15.7%, up 40 basis points versus the prior quarter as net income and lower RWA were largely offset by both OCI losses and capital distributions, which included $4 billion of net common share repurchases this quarter. 1 with wallet share of 9.3%

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The Motley Fool

JANUARY 15, 2025

billion was 23% higher year over year, driven by the impact of higher markets on average AUM and higher performance fees. Lower interest income in the current quarter reflected the delivery of cash at the closing of the GIP transaction, which was raised through our debt offering in March 2024. Operating income of 8.1

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The Motley Fool

JANUARY 25, 2024

Our limited partners have benefited from the exceptional balance of the firm and the careful way we've positioned their capital in a volatile world. In our own portfolio, our companies are showing strong top-line performance overall as well as earnings growth as cost pressures have eased. And Jon referred to this on television today.

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The Motley Fool

OCTOBER 29, 2024

Rithm Capital (NYSE: RITM) Q3 2024 Earnings Call Oct 29, 2024 , 8:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, and welcome to the Rithm Capital third quarter 2024 earnings conference call. billion of permanent capital in the public markets. We have $7.8

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Private Equity Wire

JUNE 14, 2024

The world’s largest private capital firms have sidestepped income taxes on more than $1tn in incentive fees since 2000 by structuring payments to incur lower levies, according to a report by the Financial Times citing new research from Oxford University. My role is to provide the best estimate of the amount.

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The Motley Fool

JULY 18, 2024

Current expectations are that there will be approximately $1 trillion of capital expenditures in the United States over the next five years to build and facilitate new data centers with another $1 trillion of capital expenditures outside the United States. We're also providing equity and debt capital to other AI-related companies.

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The Motley Fool

JANUARY 30, 2025

It reflects the same blueprint for how we've been able to grow from $400,000 in start-up capital in 1985 to more than $1.1 Importantly, any new area also add to the firm's intellectual capital and create synergies with our other businesses to make the rest of the firm better. The combination of a healthy U.S.

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