The Motley Fool

JULY 28, 2023

Now, I'd like to turn the call over to Christa for her thoughts on our financial results and long-term outlook for continued shareholder value creation. 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.

Capital 100

Capital Business Services Debt Liabilities 100

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

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 Big Picture

MARCH 27, 2023

And anything above the par value of the total debt on the capital structure belongs to the equity guys. It can be even a change in regulation or in market, where suddenly volatility picks up and the interest of bondholders and shareholders are at odds. It’s as simple as that. RITHOLTZ: So I got you. It can be an LBO.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Motley Fool

APRIL 12, 2024

With supportive markets and more optimistic sentiment from clients, we're confident in our ability to both grow assets on behalf of clients and drive profitable growth for our shareholders. Total annualized organic base fee growth of 1% reflected seasonally softer flows earlier in the quarter before coming back to target in March.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

FEBRUARY 21, 2025

Tonight, I will comment on our progress within our three pillars of stakeholder value creation of, one, growing the business organically, two, expanding our profitability and three, allocating capital to increase shareholder value. We have a solution to an important and growing problem facing Americans. Cash used in operations was $26.2

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Performance Fees Capital 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. billion and 3.4

Debt 130

Debt Assets Leveraging Shareholders 130

The Motley Fool

JULY 15, 2024

Through strong organic growth and scaling of our private markets and technology platforms, we believe we can drive compelling earnings growth and multiple expansion for our shareholders. Through our iShares and indexing platforms, we've developed long-standing relationships, highly aligned shareholder relationship with global corporates.

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. It doesn't enhance shareholder value.

Banks 243

Banks Investment Banks Investment Banking Capital 243

The Motley Fool

JANUARY 25, 2024

Operator instructions] At this time, I'd like to turn the conference over to Weston Tucker, head of shareholder relations. Weston Tucker -- Head of Shareholder Relations Great. I am highly enthusiastic about what we will accomplish for our shareholders in 2024. 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. The commercial real estate business today is in one of those periods where we feel current capital deployment will be hugely rewarded down the road and being patient searching for the right investments will reward our shareholders.

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. My role is to provide the best estimate of the amount.

Taxes 74

Taxes Capital Buyout Performance Fees 74

The Motley Fool

JANUARY 30, 2025

Operator instructions] At this time, I'd like to turn the conference over to Weston Tucker, head of shareholder relations. Weston Tucker -- Head of Shareholder Relations Great. Debt markets have vastly improved as borrowing spreads tightened by approximately 50% from the 2023 wise and CMBS issuance was up nearly threefold in 2024.

Management Fees 130

Management Fees Assets Capital Funds 130

The Motley Fool

JULY 18, 2024

Operator instructions] At this time, I'd like to turn the conference over to Weston Tucker, head of shareholder relations. Weston Tucker -- Head of Shareholder Relations Great. We're also providing equity and debt capital to other AI-related companies. Today's call is being recorded. Please go ahead. billion of a $7.5

Assets 130

Assets Financing Finance Management Fees 130