The Motley Fool

AUGUST 1, 2024

I'd like to remind our listeners that remarks made during the call may contain forward-looking statements, which are not a guarantee of future performance or results and involve a number of risks and uncertainties that are outside the company's control. The company assumes no obligation to update any forward-looking statement.

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

APRIL 29, 2024

Please be sure to provide your name and your company's name when submitting your questions. MicroStrategy is also positioned as the world's largest independent publicly traded business intelligence company. As we discussed last quarter, MicroStrategy considers itself to be the world's first bitcoin development company.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

MAY 1, 2024

During the quarter, we made substantial progress in shifting our business mix and growing our market-leading businesses to become a higher growth, more capital efficient, and nimble company. This ongoing focus on improving the ways we work and supporting our customers continues to be recognized outside the company.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

The Motley Fool

MAY 1, 2024

There will be a number of forward-looking statements made today that should be considered in conjunction with the cautionary statements contained in the company's SEC filings. And as you'll see from our financials, we are a technology company really at our core and have achieved significant scale. North America Realty segment.

Liabilities 130

Liabilities Accounting Legal Leveraging 130

The Motley Fool

FEBRUARY 23, 2024

Also participating for the Q&A portion of the call is, Nick Meserve, managing director and head of Main Street's Private Credit Investment Group. Main Street issued a press release yesterday afternoon that details the company's fourth-quarter and full-year financial and operating results.

Capital 130

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

The Motley Fool

AUGUST 9, 2024

Also participating for the Q&A portion of the call is Nick Meserve, managing director and head of Main Street's private credit investment group. Main Street issued a press release yesterday afternoon that details the company's second quarter financial and operating results.

Capital 130

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

The Motley Fool

FEBRUARY 6, 2024

Please be sure to provide your name and your company's name when submitting your questions. I want to start by providing an update on the state of the company and achievements over the past year. MicroStrategy is also positioned as the world's largest independent, publicly traded business intelligence company. Hello, everyone.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

AUGUST 2, 2024

Our AA rating reflects our healthy capital position including more than $4 billion in highly liquid assets at the end of the second quarter, a high-quality well-diversified investment portfolio, and a disciplined approach to asset liability management. Turning to Slide 9.

Assets 130

Assets Liabilities Capital Collateral 130

The Motley Fool

FEBRUARY 9, 2024

I'd like to remind our listeners that remarks made during the call may contain forward-looking statements which are not a guarantee of future performance or results and involve a number of risks and uncertainties that are outside the company's control. The company assumes no obligation to update any forward-looking statements.

Capital 130

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

The Motley Fool

MARCH 20, 2024

Importantly, our gross profit growth has consistently surpassed revenue growth due to the margins of our incremental revenue being significantly higher than the 50% overall gross margins for the entire company. We deepened our enterprise SaaS penetration among domestic companies such as Vivo, as well as multinationals such as Novo Nordisk.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

FEBRUARY 7, 2024

The fourth quarter capped a productive year of continued transformation to make Prudential a higher growth, more capital-efficient, and more nimble company. We closed a $10 billion transaction of structured settlement annuities with Prismic, a life and annuity reinsurance company we launched. Turning to Slide 5. Results of our U.S.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

The Motley Fool

APRIL 30, 2024

As you look at our business, another very solid quarter for Rithm and, quite frankly, all of our operating companies. What this should do for the company is continue to create stability in earnings as well as book value on a go-forward basis. At NewRez, our mortgage company, Baron and the team did a great job during the quarter.

Capital 130

Capital Enterprise Values Assets Banks 130

The Motley Fool

MAY 10, 2024

Also participating for the Q&A portion of the call is Nick Meserve, managing director and head of Main Street's Private Credit Investment Group. Main Street issued a press release yesterday afternoon that details the company's first-quarter financial and operating results.

Capital 130

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

The Motley Fool

JULY 14, 2023

Asset and wealth management reported a net income of 1.1 billion was up 8% year on year, driven by higher deposit margins on lower balances and higher management fees on strong net inflows. billion, with pre-tax margin of 32%. Revenue of 4.6 Expenses of 3.2 With that, operator, please open the line for Q&A.

Banks 130

Banks Liabilities Capital Assets 130

The Motley Fool

AUGUST 3, 2023

Welcome to the Plymouth Industrial REIT conference call to review the company's results for the second quarter of 2023. Investors are urged to carefully review various disclosures made by the company, including the risk and other information disclosed in the company's filings with the SEC. Baird and Company -- Analyst Hey.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

OCTOBER 11, 2024

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. equity markets and client preferences for lower fee U.S. The closing of GIP added $116 billion of client AUM and $70 billion of fee-paying AUM on October 1.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

AUGUST 4, 2023

Also participating for the Q&A portion of the call is Nick Meserve, managing director and head of Main Street's Private Credit Investment Group. Main Street issued a press release yesterday afternoon that details the company's second quarter financial and operating results.

Capital 147

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

The Motley Fool

OCTOBER 21, 2024

On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. Right now, we’re issuing “Double Down” alerts for three incredible companies, and there may not be another chance like this anytime soon. I I still don't know all the ins and outs of the company.

Capital 130

Capital Portfolios Returns Funds 130

The Motley Fool

AUGUST 2, 2023

Prudential of Brazil is now the third-largest life insurance company in the country, growing at twice the market average and reaching more than 3.5 As we look ahead, we are well positioned as a global leader at the intersection of asset management and insurance. million customers. billion of transactions in the second quarter.

Assets 100

Assets Capital Liabilities Asset Management 100

The Motley Fool

JULY 26, 2024

But you mentioned their equities trading, which was really strong, their investment banking fee growth, which was 29% year over year, which came from a very low bar, but now more companies are going public, more M&A activities happening, and the banks are a big beneficiary of that. That's over a multi year period.

Banks 130

Banks Investment Banking Investment Banks Portfolios 130

The Motley Fool

OCTOBER 15, 2024

We also grew investment banking fees 18% year over year sales and trading revenue increased 12% year over year and aggregate, these market-related revenue streams rose an impressive 13% year over year. Our total expense in the company increased 4%. Our performance is partly attributable to the diversity and balance of the company.

Banks 130

Banks Leveraging Assets Capital 130

Pension Pulse

DECEMBER 16, 2024

This trend was even more pronounced among funds managing over $50-billion, with Canadian pensions handling 80 per cent of assets in-house versus 34 per cent for their global peers. OTPP, for instance, owns Cadillac Fairview, a prominent real estate company. OTPP now manages over $250-billion, compared with $15-billion in 1997.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

The Motley Fool

OCTOBER 11, 2024

Our revenue sources are more diverse, and our fee-based revenue has grown 16% during the first nine months of the year, largely offsetting the net interest income headwinds we have faced over the last year. We have one of the most enviable franchises in the industry and a top management team capable of delivering strong results.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

JANUARY 12, 2024

Adjusted full year revenue grew 5% on a back of 9% NII improvement and strong asset management fees and sales and trading results. Outside of NII, we saw good growth in treasury service fees and wealth management fees. The company's overall investment banking fees were 1.1 billion in Q4.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

JANUARY 12, 2024

Asset and wealth management reported net income of 925 million with pre-tax margin of 28%. billion was up 2% year on year driven by higher management fees on strong net inflows and higher average market levels, predominantly offset by lower NII. So, that's happening throughout the company, both at the app level and otherwise.

Banks 130

Banks Capital Assets Investment Banking 130

The Motley Fool

FEBRUARY 21, 2024

As many of you know, we've gone through both a management and company restructure in the last 75 days. Yesterday, we announced management changes which provide clear direction on the two brands and position us with a leadership team that is now aligned with shareholders on incentives and driving value.

Assets 130

Assets Banks Shareholders Portfolios 130

The Motley Fool

FEBRUARY 2, 2024

Any forward-looking statements made on today's call represent management's current opinions, and the company assumes no obligation to update or supplement these statements because of subsequent events. yield after management fees and actual capex and generated a 10.6% Baird and Company -- Analyst HI, everyone.

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

JULY 12, 2024

billion or 21%, largely driven by higher investment banking revenue and asset management fees. Asset and wealth management reported net income of 1.3 But obviously, we're going to run the company over the cycle over time at a reasonable CET1 ratio with reasonable buffers relative to our requirements. billion or 56%.

Banks 130

Banks Capital Finance Financing 130

The Motley Fool

JANUARY 16, 2025

We saw continued growth in net new checking, new households, new companies, and commercial banking growth in our institutional markets business. We're a growth company, and we continue to invest in our future. As far as headcount goes, we've managed our headcount carefully. billion or 30% of the company's earnings in 2024.

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

MAY 14, 2024

But we think that the biggest beneficiaries will be those companies, of which we are one, that have very substantial under-monetized time spent and now able to monetize that time spend more effectively by deploying AI because the deployment of AI enables an upward structural shift in click-through rates.

Accounting 130

Accounting Business Services Portfolios Shareholders 130

The Motley Fool

OCTOBER 11, 2024

On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. Right now, we’re issuing “Double Down” alerts for three incredible companies, and there may not be another chance like this anytime soon. Asset and wealth management reported net income of $1.4

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

JANUARY 12, 2024

The integration will nearly double our private markets management fees to over 1.5 GIP's current team of approximately 400 employees across 11 global offices has delivered strong long-term performance for clients and is expected to generate approximately 760 million of management fee revenue in 2023. We generate 8% yield.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

FEBRUARY 22, 2024

There'll be a number of forward-looking statements made today that should be considered in conjunction with the cautionary statements contained in the company's SEC filings. We continue to see International Realty as the largest driver of future growth for the company. We continue to break records in our international segment.

Legal 100

Legal Management Fees Leveraging Accounting 100

The Motley Fool

FEBRUARY 15, 2024

Our servicing activities, including recurring servicing fees and related placement fees, generated Q4 revenues of $121 million, up 18% year over year, offsetting the majority of the decline from investment management fees. Note that we aren't cherry-picking here. And we aren't selecting a convenient time period.

Debt 100

Debt Finance Financing Banks 100

The Motley Fool

NOVEMBER 5, 2024

Please note that this conference call is being webcast live, and a recording will be available via telephone playback on the Investor Relations section of the company's website. All statements that address future operating, financial, or business performance or the company's strategies or expectations or forward-looking statements.

Taxes 130

Taxes Accounting Consulting Consultants 130

The Motley Fool

JULY 12, 2024

Progress has not been easy, but tens of thousands of my partners at Wells Fargo have now worked tirelessly for years to deliver the kind of change necessary for a company of our size and complexity, and we will not rest until we satisfy the expectations of our regulators and the high standards we have set for ourselves.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

FEBRUARY 27, 2024

Please refer to the documents filed by the company with the SEC, specifically the most recent reports on Forms 10-K and 10-Q, which identify important risk factors that could cause actual results to differ from those contained in the forward-looking statements. Alan Gold -- Executive Chairman Thank you, Brian, and welcome, everyone.

Taxes 100

Taxes Assets Capital Debt 100