The Motley Fool

AUGUST 1, 2024

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. Management fees are up 21% and 92% of these management fees are from permanent capital vehicles. AUM not-yet-paying fees was $15.9

Capital 130

Capital Mergers and Acquisitions Management Fees Assets 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

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

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. In direct lending, for instance, we provide financing solutions to sponsors for their portfolio companies. Thank you very much, Ann.

Capital 130

Capital Asset Management Assets Management Fees 130

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

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

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.

Capital 130

Capital Mergers and Acquisitions Assets Liabilities 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

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

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 Capital Assets Banks 100

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

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 Capital Investment Banks 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

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

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 Financing 52

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

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 Portfolios 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% Please go ahead.

Debt 130

Debt Taxes Capital Assets 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 57

Banks Asset Management Assets Capital 57

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 Capital Prospects 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 Assets Pension Funds 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. MIELLE: Yes.

Hedge Funds 112

Hedge Funds Funds Assets Financing 112

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. These capital market levers allow us to deploy intelligent leverage to increase our Bitcoin holdings in a manner which we believe has created shareholder value.

Debt 246

Debt Leveraging Capital Shareholders 246

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 57

Hedge Funds Funds Banks Capital 57

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 Shareholders 130

The Motley Fool

JULY 16, 2024

Fees grew 6% year over year and represented 46% of total revenue in the quarter. Our strong fee performance was led by a 14% improvement in asset management fees in our wealth management businesses. We grew investment banking fees 29% year over year and saw sales and trading revenue increase 7%.

Banks 130

Banks Assets Taxes Capital 130

The Motley Fool

JANUARY 12, 2024

We effectively managed our discretionary spend in 2023, and we'll continue to be disciplined in focusing our resources in areas with the greatest opportunity. increased by 40 basis points year on year as we continue to drive operating leverage and profitable growth after the market shock of 2022.

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

JANUARY 25, 2024

We put these structures in place to fix our financing costs ahead of the rise in interest rates, and they have generated significant value. BXPE will leverage the firm's full breadth of investment capabilities in private equity, including buyout, secondaries, tactical opportunities, life sciences growth, and other opportunistic strategies.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

NOVEMBER 9, 2023

Our financing and sales pipelines were robust entering the quarter, and we were optimistic the transaction volumes were recovering, off dramatically lower volumes in Q1 and Q2. We are focused on and must capitalize on our brand and scale as financing and sales volumes return over the coming years.

Asset Management 100

Asset Management Deal Flow Assets Financing 100

Private Equity Insights

JULY 21, 2023

On Thursday, Blackstone became the first in the private equity industry to hit that level, boasting in its latest quarterly earnings report that it managed just over $1 trillion in assets as of the end of June. For firms like Blackstone, attaining that size cements their position as a major player in mainstream finance.

Private Equity Managers 246

Private Equity Managers Mutual Funds Leveraged Buyouts Hedge Funds 246

The Motley Fool

JULY 18, 2024

billion financing package, the largest debt financing in our history, and we're now focusing on addressing the sector's power needs in many differentiated ways. Innovation in finance, done correctly, is essential to create the virtuous cycle of satisfied investors who provide more and more capital for future growth.

Assets 130

Assets Capital Financing Finance 130