The Motley Fool

MAY 8, 2024

Actual results could differ materially from our expectations, and we have no duty to provide updates unless legally required. And we're a highly regulated company and have applied the same legal and compliance standards we use for our brokerage to the way we run our crypto business. The Motley Fool has a disclosure policy.

Assets 130

Assets Shareholders Leveraging Capital 130

The Motley Fool

FEBRUARY 20, 2024

We also executed several liability management transactions during the year. This is below our guidance, primarily due to lower-than-anticipated professional fees and legal expenses. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Debt 130

Debt Shareholders Assets Liabilities 130

The Motley Fool

OCTOBER 11, 2024

billion were up $808 million or 4% year on year, driven by compensation including revenue-related compensation and growth in employees, partially offset by lower legal expense. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Expenses of $22.6 Expenses of $8.8

Banks 130

Banks Assets Capital Mergers and Acquisitions 130

The Motley Fool

APRIL 12, 2024

Over the last several years, we've maintained a strong risk appetite framework and have been very deliberate about how we deploy our deposits and other liabilities into high-quality assets. Expenses increased 7% largely driven by the absence of a legal reserve release last year. Now turning to the asset side.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banks 130

The Motley Fool

AUGUST 9, 2023

We also had an increase in our corporate SG&A driven by increased consulting and legal fees related to ongoing corporate projects, including the activity related to the letter of intent with Volvo. We expect legal and consulting fees to increase in the second half of the year as we move forward with setting up the JV with Volvo.

Capital 100

Capital Financing Finance Collateral 100

The Big Picture

APRIL 25, 2023

And so, as advisors look to leave these big enterprises and go independent, one of the biggest things we need to train them on is the distinction between compliance, legal, and risk. RITHOLTZ: Compliance, legal, and risk. So, it’s not a legally binding document, but it’s a goodwill problem, right? HAMBURGER: Exactly.

Legal 64

Legal Law Firms Consultants Consulting 64

The Motley Fool

FEBRUARY 21, 2024

We also had 171 million of nonreal-estate impairments, which, again, using a third-party independent appraiser, we adjusted our nonreal-estate investments in Steward to reflect the current estimated fair value of our related collateral. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Prospects Assets 130

The Motley Fool

MAY 7, 2024

At the same time, our go-to-market team spent the last quarter using Copilot, dialing in talk tracks, sales collateral testing, and more, to be prepared to bring ZoomInfo Copilot to market. Kudos to Anthony and your legal team. billion, of which $838 are expected to be delivered in the next 12 months. Shifting to other notes in SMB.

Banks 130

Banks Capital Leveraging Accounting 130

Pension Pulse

NOVEMBER 20, 2023

For example, the federal government recently announced it would stop issuing real return bonds – an important liability matching asset for many defined benefit pensions in Canada. the ability to leverage centralized risk, legal, HR, IT, back and middle office capabilities), relevant sectoral expertise, the ability to leverage scale (e.g.,

Pension Funds 59

Pension Funds Investing Leveraging Assets 59

The Motley Fool

AUGUST 3, 2023

So is that being driven by Bud Light itself or the other brands, so basically Bud Light is still weak, but the other brands and the collateral damage if you like, is starting to reduce. We support the tax reform that will reduce the complexity of the Brazilian tax system, tax reform that can provide for legal certainty. Fernando here.

Taxes 130

Taxes Debt Securities and Exchange Commission (SEC) Portfolios 130

The Big Picture

OCTOBER 21, 2024

Brian Higgins has put together a amazing track record handling distressed and stressed debts, as well as other forms of credit real estate collateralized obligations. In 2017, you launched a collateralized loan obligation business. They might have had some spill that they had a big liability from, or the governance was bad.

Hedge Funds 59

Hedge Funds Banks Financing Finance 59

The Big Picture

MAY 23, 2023

Yes, I did some legal stuff and rank stuff but I, you know, I went in on the weekends when we did the stock certificate count. And I was thrown at a, okay, we now need to know what have we got in Russia, what’s our exposure, what are our legal contracts, how does this work? Let’s do that then. And I bounced around. RITHOLTZ: Right.

Hedge Funds 64

Hedge Funds Financing Finance Funds 64

The Big Picture

FEBRUARY 13, 2023

Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? RIEDER: Well, first of all, anything I tweet goes through legal and compliance before it gets out there, first part. RITHOLTZ: It doesn’t look like it’s been massaged to death by legal. RIEDER: It is real time.

Hedge Funds 59

Hedge Funds Education Funds Banks 59

The Big Picture

AUGUST 15, 2023

And the question was if you can find other areas of investment that can generate the types of returns you need for your liability stream, diversification becomes the free lunch. And he said, “Well, it has to be this and that “and it has to be collateralized with a letter of credit.” RITHOLTZ: Fair enough.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Motley Fool

NOVEMBER 12, 2024

So we've included in the collateral package the majority of the assets in our foreign locations as part of the collateral package. We continue to have some nonoperating legal entities in foreign jurisdictions that aren't included in the collateral package. Rory O'Donnell -- Chief Financial Officer Yeah.

Debt 130

Debt Collateral Assets Leveraging 130

The Motley Fool

AUGUST 1, 2024

And it does not take into account debt and other liabilities. Higher G&A this quarter was related to higher stock-based comp, legal, consulting, and other advisory costs, as well as higher employer payroll taxes in connection with employee stock option exercises in the second quarter.

Debt 246

Debt Leveraging Shareholders Capital 246

The Big Picture

OCTOBER 10, 2023

And if somebody has a big loss and it drops way below the, the collateral they put up, that loss gets spread out. If someone loses money, we liquidate the collateral, they’re done. So you’re, you’re doing futures trading and every customer effectively is putting up money. We’re not gonna have losses here.

Legal 64

Legal Banks Assets Collateral 64