The Motley Fool

JULY 31, 2024

And one of the things you'll see is the leverage of the overall platform. And how are you feeling about the leverage in the MSR portfolio, do you feel like your capital allocation could maybe shift if rates drop sharply at either end of the yield curve going forward? I believe performance fees typically occur end of year.

Capital 130

Capital Amortization Shareholders Finance 130

Pension Pulse

SEPTEMBER 4, 2024

billion), including debt and capital expenditure for committed projects. The firm, which has been in debt-financing talks with banks, emerged as the buyer after competing with a consortium that included DigitalBridge Group Inc., The deal triggers a large performance fee for ASX-listed Macquarie Group, which manages the fund.

Investing 59

Investing Asset Management Stakes Assets 59

The Motley Fool

JULY 28, 2023

In response to client demand and the opportunity, we're evolving to an organization that drives efficiency, operating leverage, and margin expansion to one that's also increasingly driving improved client service delivery and accelerating innovation at scale. Now, turning to our balance sheet and debt capacity.

Capital 100

Capital Business Services Debt Liabilities 100

The Motley Fool

AUGUST 8, 2024

Using this technology to streamline the workflow of our expert clinical teams, we believe will enable them to work at the top of their license, deliver incremental value to our members and absorb our growth, which in turn should drive meaningful operating leverage for Evolent. Looking ahead, our capital priorities remain the same.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Liabilities Leveraging 130

Pension Pulse

MAY 22, 2024

billion of net income, CPP Investments directly and indirectly incurred $1,617 million of operating expenses, $1,449 million in investment management fees and $2,067 million in performance fees paid to external managers, as well as $427 million of transaction-related expenses. billion, including the assumption of debt.

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. of its benchmark index with a performance stimulated by credit activities, notably the performance of corporate credit and emerging country sovereign debt.

Pension Funds 52

Pension Funds Assets Debt Finance 52

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. Leverage levels have come down materially. LAYTON: Leverage levels have changed. That has changed. You guys seem to be very long term.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

APRIL 18, 2024

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. The firm itself could not be in a stronger position with minimal net debt and no insurance liabilities, allowing us to distribute $4.7

Assets 130

Assets Debt Banks Capital 130

The Big Picture

MARCH 27, 2023

And anything above the par value of the total debt on the capital structure belongs to the equity guys. So let’s get long this debt, which is trading at a fraction of what it was issued for. And it can be very complicated like Puerto Rico that had 19 different debt issues by different entities with different terms.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Big Picture

JULY 4, 2023

Tell us a little bit about some of the work you do that’s more than just, “Hey, I found the right fund manager for EM distressed debt.” You have no performance fee and no line of sight to getting to one anytime soon, and you have AUM shrinking by virtue of the losses, as well as the fact that LPs are now rightly redeeming.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

Pension Pulse

MAY 24, 2023

to resolve its debt ceiling debacle and is looking to raise liquidity to take advantage of “opportunities” the fund sees in equity and fixed-income markets. Management fees increased by $165 million, due to an increase in average assets managed by external fund managers. What percentage of Total Credit assets are in Private Debt?

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. Private debt, private credit was unheard of in Europe until the banks effectively went into this massive liquidity squeeze and all those asset managers had to step in and fill this void. I think it was a great training. I think we learned a lot.

Banks 59

Banks Asset Management Assets Capital 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

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 Portfolios 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. We've raised now a little over $5 billion for our latest real estate debt fund.

Assets 130

Assets Finance Financing Management Fees 130

The Motley Fool

JANUARY 25, 2024

BXPE will leverage the firm's full breadth of investment capabilities in private equity, including buyout, secondaries, tactical opportunities, life sciences growth, and other opportunistic strategies. You've got debt market spreads starting to come down a bit. BCRED had its best month since May 2022, raising $1.1

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. Michael, as the third quarter went through, I believe we typically get some annual performance fees that hit in Q4. I mean, some indications that consumers are a little over leveraged and struggling.

Capital 130

Capital Asset Management Assets Performance 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