The Motley Fool

MARCH 20, 2024

For a detailed discussion of risk factors and non-IFRS measures, please refer to our disclosure documents on the IR section of our website. Now, let me introduce the management team on the webinar tonight. Income tax expense rose by 111% year on year to 9.7 Our chairman and CEO, Pony Ma, will kick off with a short overview.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

ClearMoney

MARCH 1, 2022

Studies documenting underperformance by active fund managers supported the sentiment that market prices were largely fair and any attempt to find under- or overpriced securities was akin to flipping a coin. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Education Management Fees 52

The Motley Fool

OCTOBER 15, 2024

Our earnings release documents are available on the Investor Relations section of the bankofamerica.com website. I hope everyone's had a chance to review those documents. billion in net income after tax. billion or more on a fully tax equivalent basis. We grew, we did it the right way. billion in revenue and earned $6.9

Banks 130

Banks Leveraging Assets Capital 130

ClearMoney

DECEMBER 5, 2021

The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. There is no assurance that any investment strategy will be successful.

Mutual Funds 52

Mutual Funds Assets Education Consultants 52

The Motley Fool

JANUARY 16, 2025

Our earnings release documents are available on the investor relations section of the bankofamerica.com website, and they include the earnings presentation that we'll make reference to during this call. I hope everyone's had a chance to review the documents. Our effective tax rate for the quarter was 6%. So, we think $17.6

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

FEBRUARY 27, 2024

Please refer to the documents filed by the company with the SEC, specifically the most recent reports on Forms 10-K and 10-Q, which identify important risk factors that could cause actual results to differ from those contained in the forward-looking statements. Moving on to rent collection.

Taxes 100

Taxes Assets Capital Debt 100

ClearMoney

SEPTEMBER 24, 2021

The performance reflects the growth of a hypothetical investment and assumes reinvestment of income and no transaction costs or taxes. The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. DISCLOSURES.

Mutual Funds 52

Mutual Funds Investing Taxes Consultants 52

The Motley Fool

AUGUST 3, 2023

We are proud of the effort our team went through to document all of the different activities, initiatives and investments we've made throughout our company and our portfolio. We have a deep experienced team at Plymouth, and that gives us the luxury of not having to backfill those roles. This was only a timing of expected spend.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Asset Management Capital 130

ClearMoney

DECEMBER 14, 2021

Past Dimensional research has documented the importance of a consistent emphasis to mitigate style drift5 and capture premiums when they appear.6 DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Actual returns may be lower.

Investing 52

Investing Mutual Funds Consultants Consulting 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Dimensional calculations using MSCI and Bloomberg data. DISCLOSURES.

Debt 52

Debt Returns Mutual Funds Capital 52

ClearMoney

NOVEMBER 4, 2021

The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. DISCLOSURES. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Assets Banks Accounting 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Dimensional calculations using MSCI and Bloomberg data.

Debt 52

Debt Mutual Funds Capital Assets 52

The Motley Fool

MAY 1, 2024

In terms of the -- we have a document creation and review process that we that we are working on improving. The net of tax impact on earnings of the provision is $11.4 So similar to Luna, we plan to develop more customized generative AI personal assistants responsive to both eXp agent and the broader industry questions.

Liabilities 130

Liabilities Accounting Legal Leveraging 130

The Motley Fool

JANUARY 19, 2024

Earnings documents, which include our forward-looking statement disclaimer and non-GAAP information, are available in the investor relations section of our website. This morning, we reported full year 2023 earnings of $2 billion, reflecting record pre-tax pre-provision income of $3.2 We appreciate you joining our call today.

Banks 130

Banks Leveraging Capital Portfolios 130

The Motley Fool

MAY 14, 2024

For a detailed discussion of risk factors and non-IFRS measures, please refer to our disclosure documents on the IR section of our website. Let me now introduce the management team on the webinar tonight. Income tax expense rose by 24% year on year to 14.1 Our chairman and CEO, Pony Ma, will kick-off with a short overview.

Accounting 130

Accounting Business Services Portfolios Shareholders 130

The Motley Fool

NOVEMBER 9, 2023

The expansion of our affordable housing capabilities with the acquisition of tax credit syndicator Alliant Capital in 2021 is an enormous addressable market with fantastic growth drivers that will fuel additional growth in our core debt and sales businesses. Jade Rahmani -- Keefe, Bruyette and Woods -- Analyst Thank you very much.

Asset Management 100

Asset Management Deal Flow Assets Financing 100

Pension Pulse

MAY 22, 2024

Managing CPP Investments Costs Discipline in cost management is a main thrust of our public accountability as we continue to build an internationally competitive enterprise that seeks to create enduring value for multiple generations of beneficiaries of the CPP. To generate $46.4 Our operating expense ratio was 27.5 bps in fiscal 2023.

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

AUGUST 3, 2023

Please refer to the documents filed by the company with the SEC, specifically the most recent reports on Forms 10-K and 10-Q, which identify important risk factors that could cause actual results to differ from those contained in the forward-looking statements.

Debt 189

Debt Legal Capital Portfolios 189

The Motley Fool

MAY 2, 2024

We reported another strong quarter of results for Blue Owl this morning with 12 straight quarters in consecutive management fee and FRE growth since we've been a public company. Management fees are up 22% and 92% of these management fees are from permanent capital vehicles. AUM not yet paying fees was $16.8

Capital 130

Capital Asset Management Management Fees Assets 130

ClearMoney

FEBRUARY 22, 2022

Add to this the likelihood of increased transaction costs and the potential tax consequences of a short-term trading strategy, and the odds of adding value through market timing grow even slimmer. 9Data presented in the Growth of $100,000 example is hypothetical and assumes reinvestment of income and no transaction costs or taxes.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Taxes Assets 52

ClearMoney

FEBRUARY 21, 2022

DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Stock Exchanges New York Stock Exchange Education 52

ClearMoney

JANUARY 4, 2022

DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Debt Assets Banks 52

ClearMoney

DECEMBER 13, 2021

DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. Decrease of 19.6% was from Jan. 1, 2020–March 31, 2020.

Mutual Funds 52

Mutual Funds Education Banks Management Fees 52

The Motley Fool

NOVEMBER 7, 2024

Please refer to the documents filed by the company with the SEC, specifically the most recent reports on Forms 10-K and 10-Q, which identify important risk factors that could cause actual results to differ from those contained in the forward-looking statements. The decrease was partially offset by a 4.6

Legal 244

Legal Debt Assets Banks 244

Pension Pulse

NOVEMBER 21, 2024

On Wednesday, Mr. Horner said there could be “minor tweaks” to AIMCo’s mandate document, but its major provisions – including those protecting independence – will remain intact. Horner cited low investment returns and rising operating costs, management fees, and staffing when announcing the firings on Nov. 30 this year.

Pension Funds 64

Pension Funds Financing Finance Consultants 64

The Motley Fool

JULY 16, 2024

Our earnings release documents are available on the Investor Relations section of the bankofamerica.com website, and they include the earnings presentation that we will make reference to during the call. I hope everyone has had a chance to review those documents. billion after tax or $0.83 I'm starting on Slide 2.

Banks 130

Banks Assets Taxes Liabilities 130

The Motley Fool

JULY 18, 2024

portfolio, helping us to drive document negotiations and control the dialogue with borrowers, if any challenges arise. Notwithstanding the temporary impact from these fee holidays, management fees increased 5% year over year to a record $1.8 Fee-related earnings were $1.1 BXP exited its fee holiday this month.

Assets 130

Assets Financing Finance Management Fees 130