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Bain Capital’s Harrington Takeover: OHA and BMO Pave the Way with $1bn Financing

Private Equity Insights

The combination of BMO’s broad investment banking platform and OHA’s private credit expertise has delivered enhanced deal flow and financing flexibility while adding value for borrowers and private equity sponsors.

Finance 130
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BlackRock (BLK) Q3 2024 Earnings Call Transcript

The Motley Fool

This approach is yielding profitable growth and operating leverage. As clients increasingly turn to BlackRock, we believe this will result in sustained market-leading organic growth, differentiated operating leverage and earnings and multiple expansion over time. With that, I'll turn it over to Larry.

Assets 130
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AIMCo's CIO Talks Total Portfolio Approach, Private Credit and Risk

Pension Pulse

“The investment horizon for these assets is long and the ability to rebalance in the future is hampered,” warns Marlene Puffer, who joined AIMCo as CIO in 2023 from Canada’s railway pension fund CN Investment Division. This approach ensures AIMCo taps sufficient risk but also protects against embedding too much connected risk.

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BlackRock (BLK) Q2 2023 Earnings Call Transcript

The Motley Fool

Our platform strategy has delivered scale and operating leverage through time, with 240 basis points of margin expansion in the last 10 years. Markets have improved since the end of 2022, and we aim to be disciplined in driving profitable growth by prioritizing investments to propel our differentiated organic growth and operating leverage.

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CPP Investments' Andrew Edgell on Private Debt's Next Stress Test

Pension Pulse

That said, on the positive side, if you look across the US high yield and leveraged loan issuer market, we have had eight consecutive quarters of positive, albeit decelerating, revenue and earnings growth. I’d say on balance, the leveraged space and the economy generally have been trending better than one might have expected.

Debt 59
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Are Pension Funds Fiddling With Another CLO Time Bomb?

Pension Pulse

The inflows have helped a slew of hedge funds and other money managers, including GoldenTree Asset Management, Sculptor Capital Management, Carlyle Group Inc. 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.

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Blackstone (BX) Q1 2024 Earnings Call Transcript

The Motley Fool

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. One of the advantages of Blackstone is just our scale and the amount of deal flow we see across all these different areas.

Assets 130