Private Equity Wire

JANUARY 26, 2024

Benefit Street Partners (BSP), a credit-focused alternative asset manager with approximately $75bn in AUM and a subsidiary of Franklin Templeton Investments, has closed its fifth flagship direct lending vehicle, BSP Debt Fund V, with $4.7bn of capital.

Funds 98

Funds Deal Flow Debt Asset Management 98

The Motley Fool

MAY 3, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. billion of transaction volume was driven by strong debt brokerage volume of $3.3 billion, up 40% year over year.

Debt 130

Debt Banks Assets Capital 130

The Motley Fool

AUGUST 4, 2023

Please note that certain information discussed on this call, including information related to portfolio companies, was derived from third-party sources and has not been independently verified. Main Street defined ROE as the net increase in net assets resulting from operations divided by the average quarterly total net assets.

Capital 147

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

Pension Pulse

JULY 3, 2024

Sarah Rundell of Top1000funds reports AIMCo talks total portfolio approach, private credit, and risk: Alberta Investment Management Corporation, AIMCo, the $160 billion asset manager for pensions, endowments and insurance groups in Canada’s western province, is developing a total portfolio approach in private assets.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

This is going to be BIG.

FEBRUARY 21, 2021

Here’s a similar chart when it comes to student debt: What you’re seeing here is the result of lots of systematic racial and gender inequity that happens even before the venture capital process starts. Given that I have a more diverse portfolio than most I would say that on average my gender pitch split is perhaps about 50/50.

Venture Capital 178

Venture Capital Deal Flow Startups Capital 178

Private Equity Wire

FEBRUARY 26, 2024

According to a press statement, moving the strategy to the credit group is expected to enable greater collaboration across the Ares platform, enhancing benefits to Ares’s LPs, sponsor partners and portfolio companies.

Deal Flow 75

Deal Flow Leveraging Public Companies Debt 75

The Motley Fool

FEBRUARY 23, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The 10 stocks that made the cut could produce monster returns in the coming years. And now, I'll turn the call over to Main Street's CEO, Dwayne Hyzak.

Capital 130

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

The Motley Fool

JULY 14, 2023

Investors and asset owners choose portfolio goals, and BlackRock enables them through our investment products and solutions. We bring together the entire firm to combine investment technology and portfolio servicing capabilities to meet client's specific business needs. billion of 10-year debt at a coupon of 4.75%.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

NOVEMBER 9, 2023

When I joined Walker in Dunlop in 2003, I looked at the consistent revenues generated by the company's $4 billion loan servicing portfolio and said to myself, "More of that." And that strategy has worked, resulting in negligible credit defaults, allowing us to fully benefit from our servicing and asset management cash flows.

Asset Management 100

Asset Management Deal Flow Assets Finance 100

The Motley Fool

NOVEMBER 6, 2024

On the debt initiative, we are targeting a $2 billion reduction in long-term debt as part of that aspect of our plan. The next 24 months will be critical for us as we target leasing of select current vacant, temporary lease spaces and former Forever 21 and Express space in our Fortress and Steady Eddy portfolio.

Debt 130

Debt Assets Portfolios Leveraging 130

The Motley Fool

OCTOBER 23, 2024

In addition, we discuss non-GAAP financial measures, including core funds from operations or core FFO, adjusted funds from operations or AFFO, and net debt to recurring EBITDA. times pro forma net debt to recurring EBITDA. Our portfolio and pipeline remain balanced with a variety of differentiated opportunities. for the year.

Debt 130

Debt Capital Leveraging Assets 130

The Motley Fool

JANUARY 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. BlackRock has developed a broad network of global corporate relationships through many years of long-term investments in both debt and equity.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

JULY 26, 2023

We further improved our portfolio quality and balance sheet by selling 51 million of noncore assets. We demonstrated resiliency with our FFO results in the face of higher interest rates, and we posted solid cash flows. Average rental rates in our portfolio were 3% higher on a cash basis compared to one year ago. on a cash basis.

Prospects 130

Prospects Debt Law Firms Banks 130

The Motley Fool

FEBRUARY 8, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. billion in debt was at fixed rates and our net funded debt to annualized adjusted normalized EBITDA was 4.96 Full year FAD was $2.62

Investors 130

Investors Assets Banks Capital 130

The Motley Fool

MAY 3, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. billion in debt was at fixed rates. And our net funded debt to annualized adjusted normalized EBITDA was 5.03 At March 31, 99% of our $5.1

Investors 130

Investors Assets Capital Portfolios 130

Pension Pulse

MAY 8, 2024

Fair enough, Asia is a tough place to do business, not just for CDPQ but for other large Canadian pension funds disappointed with the deal flow and more the size of the deals coming out of there. Zvan also discusses why private equity, debt and infrastructure investments in Canada are some of the top holdings in UPP's portfolio.

Pension Funds 64

Pension Funds Finance Financing Deal Flow 64

The Motley Fool

OCTOBER 11, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. BlackRock manages more than $300 billion of assets across model portfolios and separately managed accounts for wealth managers.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

FEBRUARY 15, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. These deals remain in our portfolio, and we expect to dispose of the assets when market conditions become more favorable.

Debt 100

Debt Finance Financing Banks 100

Pension Pulse

AUGUST 24, 2023

gain, helped by stocks and private debt: CalPERS swung to a 5.8% gain in its latest fiscal year as the stock market rally and private debt buoyed the largest traditional public pension fund in the United States. on private debt, as private equity slipped 2.3%, real assets dropped 3.1% The results were mixed.

Pension Funds 52

Pension Funds Debt Assets Banks 52

Pension Pulse

JANUARY 12, 2024

It will develop innovative new strategies where our clients are looking to allocate capital in their portfolios, and it will help us better respond to client demand for customized solutions.” BlackRock has a broad network of global corporate relationships as a long-term investor in both their debt and equity.

Pension Funds 59

Pension Funds Debt Exchange-Traded Funds Assets 59

Pension Pulse

MAY 14, 2024

CLO equity — a small slice of the resurgent market for CLOs that bundle leveraged loans into bonds with varying safety ratings — is actually a form of deeply subordinated debt. But that doesn’t mean all funds would be able to mitigate potential losses on loan portfolios to deliver attractive CLO equity returns.

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

The Motley Fool

NOVEMBER 7, 2024

The combination of strong growth and operating margin expansion a material reduction in SBC and the return of capital via buybacks has driven a 56% year-over-year increase in free cash flow per share this quarter. They are, one, solidifying our UCaaS leadership by infusing AI across our entire portfolio among other initiatives.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Accounting Debt 130

The Motley Fool

MAY 9, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Our goal continues to be to deliver operating cash flow conversion of 50% to 60% over a multiyear period, which we expect to achieve for full year 2024.

Bidding 130

Bidding Capital Banks Legal 130

The Motley Fool

NOVEMBER 9, 2023

We're also joined this quarter by senior members of our team, including Alexis Maged, our chief credit officer; and Logan Nicholson, who joined the firm in September and served as a portfolio manager for several of our diversified direct lending funds, including OBDC. The company assumes no obligation to update any forward-looking statements.

Capital 100

Capital Private Equity Firms Private Equity Firms Leveraging 100

The Motley Fool

APRIL 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. They continue to consolidate more of their portfolios with us, which is driving our growth premium. Clients choose BlackRock for performance.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

Udu

MAY 31, 2023

While managing current portfolios and engaging with investors can eat up the majority of a firm’s time, it’s equally important to stay up-to-date on private equity industry trends. This could lead to a decrease in this type of buyout, as buyers may not be able to finance their acquisitions with debt.

Leveraged Buyouts 52

Leveraged Buyouts Private Equity Firms Private Equity Firms Buyout 52

The Motley Fool

FEBRUARY 9, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. As Alan will detail, direct lending metrics remain strong, with no notable changes to the health of our portfolio companies. for 2024 or $0.18

Capital 130

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

The Motley Fool

FEBRUARY 20, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Through these partnerships, we have built a portfolio of passive royalty positions in therapeutic programs.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Legal Capital 130

The Motley Fool

APRIL 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Across both portfolios, increased demand for credit continues to drive strong growth in interest-earning balances. for our total card portfolio.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banking 130

Private Equity Wire

JUNE 27, 2023

A new survey of investors and deal advisers conducted by Private Equity Wire found high asset prices were the number one challenge when considering tech firms. Indeed, tech buyouts have been hit harder than most.

Buyout 52

Buyout Bidding Leveraging Deal Flow 52

The Motley Fool

AUGUST 29, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Additionally, in order to give us more runway for the initiatives we've been pursuing, we decided to extend the maturity of our debt to August 2028.

Leveraging 130

Leveraging Debt Finance Financing 130

Axial

FEBRUARY 27, 2024

We invest a minimum of 50% equity into the capital structure of each portfolio company, providing the flexibility to create value through operational improvements, professional management practices, global capabilities and profitable business growth, versus financial engineering. companies across a range of industries.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Mergers and Acquisitions 59

Pension Pulse

DECEMBER 16, 2024

A winning approach A 2021 study in the Journal of Portfolio Management confirmed the outperformance of Canadian pension funds compared with their global counterparts. The second issue is that a dual mandate would encourage too much domestic concentration in pension portfolios, reducing the diversification that is crucial for managing risk.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

The Motley Fool

AUGUST 2, 2023

What was once solely a manager of mortgage servicing rights when the company was formed in 2013, Rithm has grown into a platform with a diverse and opportunistic portfolio that includes operating companies and a large investment portfolio. As we look forward, deal flow is significant. Along the way, we've distributed $4.7

Capital 100

Capital Asset Management Assets Shareholders 100

The Motley Fool

AUGUST 27, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. We've added a highly regarded off-price buyer to our team to open new relationships, create an off-price deal flow, evaluate assortment, fit, and execute.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Shareholders Consultants Consulting 130

The Motley Fool

JULY 27, 2023

While we did see some likely event driven issuance in the second quarter ahead of the debt ceiling events in the United States, we're also seeing more economists, including our own, expecting only one or two more rate hikes from major central banks over the remainder of 2023. There's not a lot of deal flow.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Banks Debt Capital 100

The Motley Fool

JANUARY 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Underwriting fees were up significantly compared to a weak prior-year quarter with debt up 21% and equity up 30%. 1 with a wallet share of 8.8%.

Banks 130

Banks Capital Assets Investment Banking 130