The Motley Fool

AUGUST 5, 2024

Look, one data doesn't really change our financing plans for the year. McDade -- Executive Vice President, Chief Financial Officer Greg, from an international perspective, Greg, last year, we did recognize a one-time performance fee in our McArthurGlen business with some third-party managed capital there. We're sitting on $3.1

Assets 130

Assets Portfolios Capital Investors 130

The Motley Fool

JULY 28, 2023

Now, turning to our balance sheet and debt capacity. We remain confident in the strength of our balance sheet and manage liquidity risk through a well-laddered debt maturity profile. As we've said before, we expect to add incremental debt as EBITDA grows over the long term while maintaining a strong investment-grade credit profile.

Capital 100

Capital Business Services Debt Liabilities 100

Pension Pulse

MAY 24, 2023

Graham said he believes interim targets create an incentive to sell off investments in high-emitting businesses (which will likely be financed by someone else, he said), rather than spending the money it takes to reduce emissions. Invested R$200 million (C$52 million) in the debt facility of Rio Energy alongside Lumina Capital Management.

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

JULY 4, 2023

RITHOLTZ: So what led you to the talent side of finance? WEINSTEIN: Well at Goldman, you know, what I realized is I didn’t really love finance. RITHOLTZ: I know I have a natural ability to scout out some of the best and brightest alpha generators in finance. RITHOLTZ: Finance in general. I could do the work.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

The Big Picture

OCTOBER 17, 2023

They’re also owned by a foundation, something that’s rather rare in the finance industry. 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. 00:24:31 [Speaker Changed] We refund the fee. Go and grow.

Investing 52

Investing Capital Shareholders Returns 52

The Big Picture

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? And there was no hint at the time that I would be heading into finance. I think it was a great training.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

MARCH 27, 2023

How did you end up in finance? Because a lot of the Stanford MBA graduates tend to find their way into technology, not finance. Well, by the time I got to Stanford, I pretty much knew I wanted to be in finance, but where I started was at Lehman Brothers in New York before Stanford, and that was serendipity really.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

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.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

JANUARY 12, 2024

With a strong common culture of serving clients with excellence, together, we will deliver for our clients a holistic global infrastructure manager across equity, debt, and solutions. 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

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.

Debt 130

Debt Assets Leveraging Shareholders 130

The Big Picture

FEBRUARY 28, 2023

That’s kind of unusual these days, you went straight to the Partners Group after you got a Bachelor’s in Finance from Brigham Young University and the Marriott School of Management, and you’ve stayed there your entire career. That seems to be inordinately lengthy compared to the way traditional finance operates.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

JULY 15, 2024

billion was 8% higher year over year, driven by positive organic base fee growth and the impact of market movements on average AUM over the last 12 months. Higher performance fees and technology services revenue also contributed to revenue growth. Our annualized effective fee rate was flat compared to the first quarter.

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

JANUARY 15, 2025

IB fees were up 49% year on year, and we ranked No. Advisory fees were up 41% and benefiting from large deals and share growth in a number of key sectors. Underwriting fees were up meaningfully, with debt up 56% and equity up 54%, primarily driven by favorable market conditions. 1 with wallet share of 9.3% Revenue of 5.8

Banks 243

Banks Investment Banking Investment Banks Capital 243

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

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

JANUARY 25, 2024

We put these structures in place to fix our financing costs ahead of the rise in interest rates, and they have generated significant value. multifamily holdings, near-term performance has decelerated as new supply works its way through the system. You've got debt market spreads starting to come down a bit.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

OCTOBER 29, 2024

We have funded our growth with our operating businesses, balance sheet, and a little bit of high-yield debt. Another common theme asset-based finance. Everybody is talking about finance. Michael, as the third quarter went through, I believe we typically get some annual performance fees that hit in Q4.

Capital 130

Capital Asset Management Assets Performance Fees 130

The Motley Fool

JULY 18, 2024

We're also providing equity and debt capital to other AI-related companies. billion financing package, the largest debt financing in our history, and we're now focusing on addressing the sector's power needs in many differentiated ways. Moving to investment performance. billion of a $7.5 We have been an outlier.

Assets 130

Assets Financing Finance Management Fees 130

The Motley Fool

JANUARY 30, 2025

economy, historically tight financing spreads, greater debt availability, the prospects of a more business-friendly regulatory climate and importantly, accelerating technological innovations have given us confidence to deploy capital at scale. Base rates are still a bit elevated, but the debt market is very constructive.

Management Fees 130

Management Fees Assets Capital Funds 130