The Motley Fool

FEBRUARY 23, 2024

I'll also provide updates on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our recent investment activities and current investment pipeline, and several other noteworthy updates.

Capital 130

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

The Motley Fool

AUGUST 9, 2024

We're also providing updates on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our recent investment activities and current investment pipeline, and several other noteworthy updates. After which, we'll be happy to take your questions.

Capital 130

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

The Motley Fool

OCTOBER 17, 2024

Importantly, private credit markets are expanding rapidly beyond financing M&A, and we're seeing a dramatic increase in demand for all forms of investment-grade private credit, including from many of the largest insurance companies and institutions in the world. Fee-related earnings were $1.2 How much is driven by placement fees?

Debt 130

Debt Management Fees Assets Finance 130

The Motley Fool

OCTOBER 30, 2024

By using proceeds from equity and debt financings, as well as cash flows from our operations, we strategically accumulate bitcoin and advocate for its role as digital capital. We leverage our development capabilities to explore innovation and bitcoin applications, integrating analytics expertise with our commitment to digital asset growth.

Leveraging 130

Leveraging Shareholders Debt Capital 130

The Motley Fool

OCTOBER 11, 2024

The combination triples infrastructure AUM and doubles private markets run-rate management fees. This was due to the relative outperformance of lower fee U.S. equity markets and client preferences for lower fee U.S. The closing of GIP added $116 billion of client AUM and $70 billion of fee-paying AUM on October 1.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

MAY 10, 2024

We're also providing updates on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our recent investment activities and current investment pipeline, and several other noteworthy updates. As of today, I would characterize our lower middle market investment pipeline as above average.

Capital 130

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

The Motley Fool

NOVEMBER 5, 2024

These spreads are based on our short-term nominal cost of capital that measures the year-one dilution from utilizing external capital and excess free cash flow on a leverage-neutral basis to fund our investment volume. Our leverage, as measured by net debt to annualized pro forma adjusted EBITDA was a healthy 5.4

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

MARCH 20, 2024

We further enhanced our operating profit growth from gross profit growth through operating leverage. Second, and more importantly, we're committed to operational efficiency and disciplined resource allocation, which includes thoughtful staff distribution and effective marketing expense management. Finance costs were 3.5

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

JANUARY 16, 2025

And even though spending increases in brand, people, and technology, and strong fee growth, which drove incentive and transaction processing costs higher, we managed to create operating leverage in the fourth quarter. The good news is we created operating leverage in the quarter. Our supplementary leverage ratio was 5.9%

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

OCTOBER 15, 2024

With NII now growing and complementing our fee growth along with our continued solid expense discipline, we expect to return to operating leverage as we move through the quarters in 2025. billion growing 8% over the prior year, led by 14% growth in asset management fees that Brian highlighted earlier. Alastair M.

Banks 130

Banks Leveraging Assets Capital 130

The Motley Fool

AUGUST 4, 2023

We'll also provide an update on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our current investment pipeline, and several other noteworthy updates. Fee income decreased 1.4 We are very pleased with our performance in the second quarter. at June 30th, 2023. times to 0.9

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

The Motley Fool

AUGUST 8, 2024

Just the assets under management fees. Brian Feroldi: If a company is actually generating a break-even profit on the bottom line and is no longer dependent on investors and bankers to finance themselves, revenue growth is often very high here. Froglet or in business terms, operating leverage.

Hedge Funds 130

Hedge Funds Leveraging Prospects Capital 130

The Motley Fool

AUGUST 3, 2023

During this call, certain comments and statements we make may be deemed forward-looking statements within the meaning prescribed by the securities laws, including statements related to the future performance of our portfolio, our pipeline of potential acquisitions and other investments, future dividends and financing activities. Good morning.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

FEBRUARY 15, 2024

Revenues benefited from a stronger gain on sale margin compared to the same quarter last year due to the mix of transaction activity that was weighted more heavily toward agency financing volume this quarter. We are leveraging our data and technology to understand those deals, meet with those customers, and win their business.

Debt 100

Debt Finance Financing Banks 100

The Motley Fool

APRIL 12, 2024

Asset & Wealth Management reported net income of $1 billion with pre-tax margin of 28%. Excluding net investment valuation gains in the prior year, revenue was up 5% driven by higher management fees on strong net inflows and higher average market levels, partially offset by lower NII due to deposit margin compression.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

FEBRUARY 7, 2024

As a 27-year veteran of Prudential, Yanela is a seasoned executive who brings a deep understanding of our business and industry as well as significant finance, operations, and leadership experience. PGIM, our global investment manager, had lower other related revenues driven by lower incentive fees and agency income, and higher expenses.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

The Motley Fool

MAY 1, 2024

These flows reinforce the benefits of our large and strategic global client relationships and the power of our mutually reinforcing business system to grow our asset management fees. Additionally, higher incentive fees and seed and co-investment income resulted in an increase in other related revenues.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

The Motley Fool

JANUARY 12, 2024

Adjusted full year revenue grew 5% on a back of 9% NII improvement and strong asset management fees and sales and trading results. We achieved 170 basis points of operating leverage in 2023, as heightened quarterly expense levels were driven lower throughout the year, even as the investments in growth continued. billion in Q4.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

APRIL 30, 2024

In the first quarter, we announced the launch of Sculptor Loan Financing Partners, the firm's first captive CLO equity investment platform. So, in other words, as we grow our CLO business and we create management fees for Sculptor or we make investments in other things, whether it would be alongside Sculptor or actually in Sculptor.

Capital 130

Capital Enterprise Values Assets Banks 130

The Motley Fool

JULY 26, 2024

But you mentioned their equities trading, which was really strong, their investment banking fee growth, which was 29% year over year, which came from a very low bar, but now more companies are going public, more M&A activities happening, and the banks are a big beneficiary of that. Ricky Mulvey: Just so I'm setting the table a little bit.

Banks 130

Banks Investment Banks Investment Banking Portfolios 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% Please go ahead.

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

NOVEMBER 5, 2024

million at the end of the third quarter with net leverage of about 1.5x. It's fully functional in everything we're just doing a lot of financing enhancements and one-off. We ended the quarter with $68.7 million of cash. Inventory at the end of the quarter totaled $396.9 Total debt was $429.3 Thank you for sneaking me in.

Taxes 130

Taxes Accounting Consulting Consultants 130

The Motley Fool

MAY 14, 2024

Finance costs were 2.8 We've read about -- you've talked about ad tech upgrades, so will we leverage video accounts, live streaming, and mini program, maybe on an ROI-based ad products? In terms of wealth management services, I think it will continue to grow for the reasons that I talked about earlier. Operating profit was 32.6

Accounting 130

Accounting Business Services Shareholders Portfolios 130

The Motley Fool

JANUARY 15, 2025

In our auto business, we announced a multiyear co-branded agreement where we will be the preferred purchase finance provider for Volkswagen and Audi brands in the United States starting in the first half of this year. The momentum in this business is also demonstrated by strong credit card spend, up over 17 billion from a year ago.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Big Picture

JULY 4, 2023

RITHOLTZ: So what led you to the talent side of finance? WEINSTEIN: Well at Goldman, you know, what I realized is I didn’t really love finance. RITHOLTZ: I know I have a natural ability to scout out some of the best and brightest alpha generators in finance. RITHOLTZ: Finance in general. You mean multi manager.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

The Motley Fool

FEBRUARY 6, 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 serve as our primary treasury reserve asset. As an operating company, we can make use of intelligent leverage. And three, debt financing. One, cash flow from software operations. annually.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

APRIL 18, 2024

We're buying as well as financing several firms that design, build, and service data centers. We recently financed a cloud infrastructure business supporting AI development. Fee-related earnings increased 12% year over year to $1.2 We are also actively investing in other companies in AI-related areas. billion or $0.95

Assets 130

Assets Debt Banks Capital 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. PayPal and Venmo have an unmatched amount of consumer spending data they can leverage. Why Alex Chriss gets an A for his first year leading PayPal.

Taxes 130

Taxes Mutual Funds Accounting Finance 130

The Big Picture

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. You get this exposure, you’re a young analyst, associate, you get to go on the road show with management teams. And there was no hint at the time that I would be heading into finance. I think it was a great training.

Banks 59

Banks Asset Management Assets Capital 59

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. MIELLE: Yes.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

Axial

JUNE 6, 2023

Ability To Finance Deals The surveyed Independent Sponsors unanimously agreed that the ability to finance deals is critical for success due to the historic concerns associated with it. Family Office and SBIC Investment Funds rank in the top 3 sources of equity financing for Independent Sponsor deals.

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Finance 52

Pension Pulse

FEBRUARY 16, 2024

David Hollerith of Yahoo Finance reports Amazon, Alphabet, and Nvidia attract new interest from Wall Street's biggest investors: Some of Wall Street’s biggest investors made new bets on technology giants in the fourth quarter, loading up on stakes in Amazon ( AMZN ), Alphabet ( GOOG , GOOGL ), Alibaba ( BABA ), and Nvidia ( NVDA ).

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

Pension Pulse

AUGUST 17, 2023

In the first half of 2023, higher financing costs hurt the Caisse’s private-equity portfolio, which posted a return of 1.4 In the short term, the portfolio was constrained by higher financing costs, which influenced the performance of certain private companies,” the pension fund said. Over 10 years, the average annualized return was 7.9

Pension Funds 52

Pension Funds Assets Debt Finance 52

Pension Pulse

FEBRUARY 22, 2024

The private equity portfolio was affected by interest rate hikes as well as by an increase in financing costs, which affected certain private companies. But CDPQ’s private equity portfolio recorded just a 1 per cent increase, as rising financing costs impacted private companies. per cent gain.

Returns 59

Returns Pension Funds Assets Debt 59

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

JULY 20, 2023

We have virtually no net leverage at the parent company compared to U.S. banks with an average of 12 times leverage. We've always believed in extreme conservatism in managing our capital structure and the structure of our funds. In the $40 trillion insurance channel, we manage $174 billion today. billion or $0.94

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

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. Page 27 of the Fiscal 2023 Annual Report provides a discussion of how we manage our costs.

Investing 52

Investing Stakes Pension Funds Assets 52