The Motley Fool

JULY 31, 2024

The scope to business, which we have owned since November of last year is seeing excellent performance in credit, real estate, and in the multi-strat fund. We closed on our previously announced investment in our Sculptor CLO business, a captive CLO equity fund. They also had a new investment in the real estate credit fund.

Capital 130

Capital Amortization Shareholders Finance 130

Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 The Fund returned a 10-year annualized net return of 9.2%. billion in net income and $15.9

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

AUGUST 17, 2023

per cent, with the help of recovering bond markets as interest rates rose and additional contributions from corporate credit and emerging country sovereign debt. In the short term, the portfolio was constrained by higher financing costs, which influenced the performance of certain private companies,” the pension fund said.

Pension Funds 52

Pension Funds Assets Debt Finance 52

The Motley Fool

AUGUST 5, 2024

Our company is focused on creating value through unique and disciplined investment activities that will continue to deliver long-term growth in cash flow, funds from operations, and dividends, as you've seen by our recent increase in our dividend per share, and importantly, make our properties better for the communities in which they operate.

Assets 130

Assets Portfolios Capital Investors 130

The Big Picture

JULY 4, 2023

 The transcript from this week’s, MiB: Ilana Weinstein Discusses the Hedge Fund War for Talent , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Ilana Weinstein on the War for Talent at Hedge Funds (Podcast) ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

Pension Pulse

MAY 24, 2023

per cent for the fiscal year ended March 31, ending the year with net fund assets of $570 billion compared to $539 billion a year earlier. The CPP fund has a 10-year net return of 10 per cent. Since its inception in 1999, CPPIB has contributed $386 billion in cumulative net income to the fund. per cent return; it earned 6.8

Investing 52

Investing Stakes Pension Funds Assets 52

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

The Motley Fool

AUGUST 8, 2024

million in the quarter to close off the earn out for NIA, electing to fund that liability entirely in cash, which increased our net debt to 2.5 Just going back to the performance fee margin ramp, you said 12% to 18% is possible there as those mature. Stock-based compensation of $12.7 We paid $88.75

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Liabilities Leveraging 130

The Big Picture

OCTOBER 17, 2023

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. And when they’re not generating alpha, when they’re underperforming, they actually return fees. 00:24:31 [Speaker Changed] We refund the fee.

Investing 52

Investing Capital Shareholders Returns 52

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. It’s very witty and charming, and revealing about an industry in a way that most books on hedge funds simply are not.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Big Picture

JUNE 13, 2023

” We learned leverage finance, we learned real estate debt, we knew high yield, we knew opportunistic investment and we’re like, it’s never too late, it’s never too early and we decided to go with a huge $4 million AUM that we had gathered from friends and family. You were effectively into the real stuff.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

OCTOBER 31, 2023

Core funds from operations, a cash flow metric for rates of 14.6% Blackstone is in the business of investing capital, and earning management and performance fees on that invested capital. When yields start looking attractive, people start paying attention to debt and other places to put their money. That's near record.

Depreciation 130

Depreciation Bidding Capital Companies 130

The Motley Fool

APRIL 12, 2024

In the first quarter, BlackRock generated long-term net inflows of $76 billion, partially offset by seasonal outflows from institutional money market funds. Total annualized organic base fee growth of 1% reflected seasonally softer flows earlier in the quarter before coming back to target in March. First quarter revenue of $4.7

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

FEBRUARY 21, 2025

In an era of national debt crisis and high annual healthcare premium increases hitting all Americans, we also believe that we have to be able to balance affordability on these complex treatments. On the top line, the bulk of the growth there, on the prior page is of course, driven by Performance Suites to go live a little later in the year.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Performance Fees Capital 130

The Motley Fool

JANUARY 12, 2024

Growing public deficits, a modernizing digital world, advancing energy independence, and the energy transition are driving the mobilization of private capital to fund critical infrastructure. In a higher rate environment, the ability to drive operational enhancements will be critical to investment performance. Operating income of 6.6

Assets 130

Assets Shareholders Asset Management Capital 130

The Big Picture

FEBRUARY 28, 2023

You know, when the firm launched its debt business, I was the analyst putting together some of the credit analysis on the first couple of loans that we had written at that time. We had a group that was doing small growth capital investments in Germany and Switzerland at that time, a fund doing secondaries. LAYTON: Yeah. LAYTON: Yeah.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

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 Motley Fool

JULY 15, 2024

We continue to execute on a strong set of large opportunities that are contracted near-funding or in late-stage contracting. 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. Second-quarter revenue of 4.8 Operating income of 1.9

Assets 130

Assets Liabilities Leveraging Asset Management 130

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 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 Banks Investment Banking Capital 243

The Motley Fool

JANUARY 25, 2024

Also, note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund. Our funds appreciated overall in 2023, highlighted by strength in credit, infrastructure, corporate private equity, and life sciences, even as we weathered a difficult environment for real estate.

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. Performance is extremely good across all of our verticals, including real estate, credit and its multi-strat fund. Our origination business continued to perform well this quarter with $15.9 They closed $1.3

Capital 130

Capital Asset Management Assets Performance Fees 130

Private Equity Wire

JUNE 14, 2024

Ludovic Phalippou, a professor at Oxford’s Saïd Business School, authored the report — “The Trillion Dollar Bonus of Private Capital Fund Managers” — which covers private investment strategy groups including buyout firms, venture capital, infrastructure and distressed debt.

Taxes 74

Taxes Capital Buyout Performance Fees 74

The Motley Fool

JANUARY 30, 2025

Also note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund. And we see enormous runway ahead, massive funding needs for projects globally mean there are more opportunities and available capital. Quickly on results. The combination of a healthy U.S.

Management Fees 130

Management Fees Assets Capital Funds 130

The Motley Fool

JULY 18, 2024

Also note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund. We're also providing equity and debt capital to other AI-related companies. A final comment on our drawdown fund business, where there are a number of initiatives we're quite excited about.

Assets 130

Assets Finance Financing Management Fees 130