The Motley Fool

FEBRUARY 19, 2024

And thanks to the availability of free stock trading apps , it's cheaper than ever for the average investor. A family office may offer financial planning, investment management, tax expertise, and charitable giving opportunities. This allows them to own shares in companies that the average investor can't yet purchase.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

DECEMBER 15, 2024

You don't have to find "the next big thing" before anybody else, and you don't have to take out a second mortgage to finance your stock-buying plans. These are the largest and most popular exchange-traded funds (ETFs) on the market, and they all mirror the diverse S&P 500 index with minimal management fees.

Returns 246

Returns Investing Exchange-Traded Funds Management Fees 246

Private Equity Insights

MARCH 8, 2024

Ares Management Corporation, a leading global alternative investment manager, announced today that funds managed by its Alternative Credit strategy have launched Ansley Park Capital, a newly-formed lending and specialty finance company that delivers full spectrum, customized financing solutions for essential-use, large-ticket equipment.

Capital 130

Capital Financing Finance Performance Fees 130

The Motley Fool

JULY 23, 2024

You got a big pay raise or promotion at work If your personal finances have changed for the better, this could be a sign that you're ready to hire a financial advisor. Getting financial advice from a professional can help you decide how to manage your investments for long-term success.

Financing 130

Financing Finance Startups Debt 130

The Motley Fool

JULY 10, 2023

So what NextEra Energy Partners has been using a unique financing strategy to fund acquisitions to deliver on its ambitious dividend growth target (12% to 15% annually through 2026). It has secured several convertible equity portfolio financings (CEPF) with institutional investors like private equity funds.

Buyout 130

Buyout Finance Financing Management Fees 130

The Motley Fool

AUGUST 7, 2024

or one that's made up of companies that often pay dividends to investors. Real estate investment trusts (REITs) : REITs are companies that own and manage a mix of properties. For example, a good property manager can help keep your rental income truly passive. Fees vary, but many property sites estimate an 8% to 12% fee.

Exchange-Traded Funds 246

Exchange-Traded Funds Legal Management Fees Assets 246

The Motley Fool

NOVEMBER 20, 2024

I also undertook an overhaul of my finances that year, with an initial primary focus on paying off high-interest debt and saving to become a homeowner for the second time in my life (and knowing it was a much better idea this time around). I'm very happy with my robo-advisor-managed IRA thus far. Is a robo-advisor right for you?

Accounting 130

Accounting Investing Management Fees Debt 130

The Motley Fool

JANUARY 16, 2024

Sponsored by high-profile investment firms including BlackRock , Fidelity, Invesco , Ark Invest, and several others, these ETFs allow investors to gain exposure to Bitcoin without having to directly buy and hold the cryptocurrency. For investors looking to add some Bitcoin (CRYPTO: BTC) exposure to portfolios, here are the ones I'd consider.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Financing 130

Private Equity Insights

MARCH 8, 2024

Presently, it oversees over $700m in retirement plan assets for more than 100 companies and holds nearly $500m in assets across individual investor business lines. These services include fiduciary risk management, fee benchmarking, retirement vendor selection, employee education resources, and other retirement plan services.

Education 130

Education Management Fees Assets Financing 130

The Motley Fool

FEBRUARY 28, 2025

Zach Vaughan -- Investor Relations Thank you, operator, and good morning, everyone. This document is available on the investor relations section of the company's website at mainstcapital.com. A question-and-answer session will follow the formal presentation. Operator instructions] As a reminder, this conference is being recorded.

Capital 130

Capital Asset Management Debt Leveraging 130

The Motley Fool

AUGUST 1, 2024

I will now turn the call over to Ann Dai, head of investor relations for Blue Owl. Ann Dai -- Head of Investor Relations Thanks, operator, and good morning to everyone. And since becoming a public company, we have had 13 consecutive quarters of management fee and FRE growth, highlighting both the stability and strength of our business.

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

JANUARY 29, 2024

Tesla is falling back down to earth Daniel Foelber (Tesla): After a year of price cuts and margin compression, Tesla investors were hoping for a turnaround in 2024. Moreover, index-tracking ETFs tend to come with no transaction fees and absolutely minimal annual management fees -- in the spirit of Jack Bogle.

Investing 230

Investing Exchange-Traded Funds Assets Prospects 230

The Motley Fool

OCTOBER 31, 2024

Bob McLaughlin -- Vice President, Investor Relations Good morning, and thank you for joining our call. Before you buy stock in Prudential Financial, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Prudential Financial wasn’t one of them.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

APRIL 29, 2024

I am Shirish Jajodia, vice president of investor relations and treasury at MicroStrategy I'll be your moderator for MicroStrategy's 2024 first quarter earnings webinar. Debt financing. Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products. Equity issuances. We've issued $3.2

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

JUNE 8, 2024

Exchange-traded funds ( ETFs ) give investors an easy and low-cost way to spread their bets among hundreds and even thousands of companies, eliminating the need to try to find individual winning stocks. will enable you to keep more of these potential gains for yourself, rather than paying them out as management fees.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Stakes Prospects 130

The Motley Fool

DECEMBER 19, 2024

Before you buy stock in Lennar, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now and Lennar wasnt one of them. All of Millrose's operating costs will be paid by Kennedy Lewis through its management fee and Millrose will have no employees of its own.

Debt 242

Debt Assets Capital Banks 242

The Motley Fool

JANUARY 21, 2024

Investors now have access to 11 Bitcoin-based ETFs, allowing exposure to the largest cryptocurrency even in account types that don't offer crypto-trading. The early winners, by the numbers ETF Name and Ticker Net Asset Value (NAV) Average Daily Volume (number of shares) Annual Management Fees Grayscale Bitcoin Trust $25.2

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Management Fees Exchange-Traded Funds 130

The Motley Fool

MAY 2, 2024

I will now turn the call over to Anne Dai, head of investor relations for Blue Owl. Ann Dai -- Head of Investor Relations Thanks, operator, and good morning to everyone. [Operator instructions] I'd like to advise all parties that this conference call is being recorded. Please go ahead. Thank you very much, Ann. We raised $5.2

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

MAY 7, 2024

In this podcast we discuss topics including: PayPal' s earnings and why a drop at a specialty insurance company could be a buying opportunity for investors. They just revealed what they believe are the 10 best stocks for investors to buy right now… and PayPal made the list -- but there are 9 other stocks you may be overlooking.

Accounting 245

Accounting Financing Finance Consulting 245

The Motley Fool

JULY 6, 2023

That's partly due to concerns about its ability to secure new growth funding as investors pull back on supplying capital amid worries that the economy is slowing down. NextEra Energy Partners recently unveiled a plan to significantly reduce its near-term financing needs. This decline has pushed the company's dividend yield up to 5.8%.

Financing 100

Financing Finance Management Fees Assets 100

The Motley Fool

OCTOBER 17, 2024

ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, and welcome to the Blackstone third quarter 2024 investor call. Today, more than ever, we believe Blackstone is the partner of choice to help investors navigate a complex world. Today's conference is being recorded.

Debt 130

Debt Management Fees Assets Financing 130

The Motley Fool

NOVEMBER 8, 2024

Zach Vaughan -- Investor Relations Thank you, operator, and good morning, everyone. Also participating in the Q&A portion of the call is Nick Meserve, managing director and head of Main Street's Private Credit Investment Group. [Operator instructions] As a reminder, this conference is being recorded. You may begin.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

The Motley Fool

NOVEMBER 30, 2023

They're loved by some investors and analysts but despised by others. And what Medical Properties Trust has done for investors lately is lose them money. While some investors and analysts actually welcomed the move, it nonetheless added more bad news to an already bad story. Some stocks are downright polarizing.

Prospects 100

Prospects Amortization Depreciation Earnings Before Interest 100

This is going to be BIG.

MARCH 3, 2019

Dilution becomes the enemy—and you tell your investors that you don’t want to own a smaller and smaller percent of your “best” companies. What you’re not saying to your investors is that you’re buying more and more expensive shares at a lower return. Seed round investors get a tidy 18.2x

Management Fees 110

Management Fees Venture Capital Funds Capital 110

The Motley Fool

APRIL 18, 2024

And welcome to the Blackstone first-quarter 2024 investor call. Before you buy stock in Blackstone, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Blackstone wasn’t one of them. Today's conference is being recorded. Please go ahead.

Assets 130

Assets Debt Banks Capital 130

The Big Picture

OCTOBER 14, 2023

We discuss the firm’s unique fee arrangement: For institutional accounts of $100 million and up, they pay a base fee 33% of outperformance versus the benchmark (and no management fee). When they underperform, they refund as much as 25% of their performance fees.

Investing 72

Investing Startups Performance Fees Management Fees 72

The Motley Fool

FEBRUARY 9, 2024

Operator instructions] I will now turn the call over to Ann Dai, head of investor relations. Ann Dai -- Head of Investor Relations Thanks, operator, and good morning, everyone. After the speakers' remarks, there will be a question-and-answer session. You may begin your conference. With that, I'd like to turn the call over to Marc.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

The Motley Fool

AUGUST 9, 2024

Zach Vaughan -- Investor Relations Thank you, operator, and good morning, everyone. Also participating for the Q&A portion of the call is Nick Meserve, managing director and head of Main Street's private credit investment group. [Operator instructions] As a reminder, this conference is being recorded. Zach, you may begin.

Capital 130

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

The Motley Fool

JULY 12, 2024

Before you buy stock in JPMorgan Chase, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and JPMorgan Chase wasn’t one of them. billion or 21%, largely driven by higher investment banking revenue and asset management fees. billion or 56%.

Banks 130

Banks Capital Financing Finance 130

The Motley Fool

OCTOBER 11, 2024

Before you buy stock in BlackRock, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and BlackRock wasn’t one of them. The combination triples infrastructure AUM and doubles private markets run-rate management fees.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

FEBRUARY 23, 2024

It is now my pleasure to introduce your host, Zach Vaughan with Dennard Lascar Investor Relations. Zach Vaughan -- Investor Relations Thank you, operator, and good morning, everyone. This document is available on the Investor Relations section of the company's website at mainstcapital.com. Thank you, Mr. Vaughan. You may begin.

Capital 130

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

The Motley Fool

AUGUST 3, 2023

At this time, I would like to turn the conference over to Tripp Sullivan of investor relations. Tripp Sullivan -- Investor Relations Contact Officer Thank you. They just revealed what they believe are the ten best stocks for investors to buy right now. [Operator instructions] Please note that today's event is being recorded.

Securities and Exchange Commission (SEC) 130

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

Private Equity Wire

FEBRUARY 29, 2024

For new and emerging managers, the potential benefits of operating on a deal-by-deal basis ahead of a potential fund launch are as numerous as they are obvious. Some lenders will prioritise sponsors where they don’t need to do KYC on each individual investor involved in the deal.

Due Diligence 97

Due Diligence Prospects Capital Funds 97

The Motley Fool

JULY 20, 2023

ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, and welcome to the Blackstone second-quarter 2023 investor call. They just revealed what they believe are the ten best stocks for investors to buy right now. We surpassed $1 trillion of assets under management.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

NOVEMBER 5, 2024

I would now like to turn the conference over to Kelsey Mueller, vice president, investor relations. Kelsey Mueller -- Vice President, Investor Relations Thank you all for joining us today for Realty Income's third-quarter operating results conference call. [Operator instructions] Please note, this event is being recorded.

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

OCTOBER 15, 2024

Then, Motley Fool personal finance expert Robert Brokamp joins host Alison Southwick to answer listener questions about saving for college, finding a financial advisor, and estate planning. I'm a PayPal investor. I became a PayPal investor shortly before Alex Chris started. Matt Frankel: I'd have to say in A.

Taxes 130

Taxes Mutual Funds Accounting Financing 130

The Motley Fool

NOVEMBER 9, 2023

At this time, I'd like to turn the conference over to Kelsey Duffey, senior vice president of investor relations. Kelsey Duffey -- Senior Vice President, Investor Relations Thank you, Melinda. This morning, we posted our earnings release and presentation to the Investor Relations section of our website, www.walkerdunlop.com.

Asset Management 100

Asset Management Deal Flow Assets Financing 100