The Motley Fool

NOVEMBER 5, 2024

of our outstanding debt at the end of the quarter was variable rate in nature, illustrating the financing flexibility we have heading into the end of the year. With that said, we strive to demonstrate a proactive forward-looking mindset as we plan, position, and evolve our financing strategy for future growth.

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

MAY 28, 2024

Motley Fool host Alison Southwick and personal finance expert Robert Brokamp answer listener questions about 403(b) accounts and saving for college. I feel like that's legally required. laughs] I currently have a 403(b) with about $63,000 in it that I stopped paying into about 10 years ago because the management fees were growing.

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

FEBRUARY 2, 2024

Our finance, accounting, legal, and real estate investment teams have had a busy year-end and beginning of 2024, closing over $1.2 yield after management fees and actual capex and generated a 10.6% billion in refinancing of sales transactions. The community was sold at an approximate 5.5%

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

APRIL 12, 2024

billion were down 4% year on year predominantly driven by lower legal expense. Asset & Wealth Management reported net income of $1 billion with pre-tax margin of 28%. Well obviously, that creates a little bit of stress and strain, and people have to roll those over and finance it more. Equity Markets was flat. Revenue of $3.6

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Investment Banks Investment Banking 130

The Motley Fool

OCTOBER 11, 2024

billion were up $808 million or 4% year on year, driven by compensation including revenue-related compensation and growth in employees, partially offset by lower legal expense. billion, up 9% year on year largely driven by fee growth on higher market levels and volumes. Asset and wealth management reported net income of $1.4

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

MAY 2, 2024

Finance if you want to go the bargain route. risks and International risk, I would leave it to you to draw your conclusions about legal environment, social inflation trends, litigation financing and what you would see in the rest of the world versus what we would experience in the U.S.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

The Big Picture

JUNE 7, 2023

So to clarify, some people’s called activity fees, the the profit participation is only on returns over and above what the SPF is generally. So it’s actually, I would say, even more advantageous and that our management fees are a prepayment on future often. Each are issues and legal issues and administration issues.

Hedge Funds 111

Hedge Funds Funds Capital Management Fees 111

The Motley Fool

OCTOBER 15, 2024

billion growing 8% over the prior year, led by 14% growth in asset management fees that Brian highlighted earlier. Expenses growth reflects the fee growth and other investments for our future growth as we continue to grow our advisor force through hiring of both experienced advisors and graduates from our training program.

Banks 130

Banks Leveraging Assets Capital 130

Sara Grillo

APRIL 11, 2022

RICK FERRI, CFA: It doesn’t need me as a portfolio manager, but then I went… I got my Master’s of science and finance where I continue to study and started getting into active management versus passive management and indexing and so forth, and benchmarking and a lot of different.

Portfolios 52

Portfolios Investors Consultants Consulting 52

Pension Pulse

MAY 24, 2023

Graham said he believes interim targets create an incentive to sell off investments in high-emitting businesses (which will likely be financed by someone else, he said), rather than spending the money it takes to reduce emissions. Public Equities include absolute return strategies and related investment liabilities. Committed INR 18.5

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

MARCH 27, 2023

How did you end up in finance? Because a lot of the Stanford MBA graduates tend to find their way into technology, not finance. Well, by the time I got to Stanford, I pretty much knew I wanted to be in finance, but where I started was at Lehman Brothers in New York before Stanford, and that was serendipity really.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Motley Fool

AUGUST 3, 2023

As we noted then, and I think it's worth repeating here, we are, of course, first and foremost focused on maximizing the value of each of our properties and having tenants with strong teams that can manage their businesses successfully through the inevitable ups and downs of this industry. And then, there's the cost of financing.

Debt 189

Debt Legal Capital Portfolios 189

The Motley Fool

JANUARY 15, 2025

Excluding the prior year's net investment securities losses, it was up 21%, largely on higher asset management fees and investment banking fees. billion were up 7% year on year, predominantly driven by higher brokerage, technology, and legal expense. NIR ex-markets was up 3.1 billion or 30%. Expenses of 8.7 Revenue of 5.8

Banks 243

Banks Investment Banks Investment Banking Capital 243

The Motley Fool

AUGUST 1, 2024

As an operating business, we're able to use cash flows, as well as proceeds from equity and debt financings to accumulate Bitcoin, which serves as our primary treasury reserve asset. billion in equity in a manner that we believe to be accretive to existing shareholders; and debt financing, we had $3.8 in Q1, and 3.7%

Debt 246

Debt Leveraging Capital Shareholders 246

Pension Pulse

NOVEMBER 14, 2024

Barbara Shecter reports fired AIMCo chair disputes Alberta’s narrative on costs in letter to Horner: The former interim chair of Alberta Investment Management Corp. The government figures that Kroner says “are being used to tarnish AIMCo’s reputation” include an assessment of third-party management fees. 7, 2024).

Management Fees 59

Management Fees Asset Management Pension Funds Assets 59

Pension Pulse

NOVEMBER 7, 2024

In the meantime, Minister of Finance Nate Horner will be AIMCo’s sole director and board chair, but will not make investment decicions or receive any pay for those roles. He said AIMCo’s clients were not informed in advance of the changes, citing legal considerations.

Pension Funds 64

Pension Funds Management Fees Finance Financing 64

The Big Picture

JANUARY 7, 2025

How, how different is the UK finance from the US and start the startup mentality? And I imagine the same is true vice versa, when a US company goes to the uk, at least outside of finance, finance seems to have found, found a foothold in Europe from the us. It’s also legal and regulatory. Hence the valuation gap.

Capital 52

Capital Hedge Funds Buyout Funds 52

Pension Pulse

NOVEMBER 21, 2024

The province also added the deputy minister of Treasury Board and Finance – a high-ranking public servant – as a permanent member of the board, also without pay. Current deputy minister of finance Kate White was named to the role in October, 2022, the same month Ms. Smith became Premier.

Pension Funds 64

Pension Funds Finance Financing Consultants 64