The Motley Fool

AUGUST 4, 2023

Two additional key performance indicators that management will be discussing on this call are net asset value or NAV and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is reported on a per share basis. Fee income decreased 1.4 So, we feel like it's a, a really, a good way to lead.

Capital 147

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

The Motley Fool

MAY 2, 2024

Professional Liability and General Liability portfolios. General Liability and Professional Liability product lines within our Insurance segment. Favorable development in the first quarter this year was most notable within our International Professional Liability and Marine and Energy product lines.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 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

The Motley Fool

APRIL 29, 2024

As an operating business, we are able to use cash flows, as well as proceeds from equity and debt financing, to accumulate bitcoin, which serves as our primary treasury reserve asset. Debt financing. Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products. Equity issuances.

Leveraging 246

Leveraging Debt Assets Capital 246

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

JULY 12, 2024

billion or 21%, largely driven by higher investment banking revenue and asset management fees. Asset and wealth management reported net income of 1.3 Importantly, a lot of the activity is refinancing activity, as opposed to, for example, acquisition finance. NIR ex markets was up 7.3 billion or 56%. Expenses of 23.7

Banks 130

Banks Capital Assets Financing 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. The firm itself could not be in a stronger position with minimal net debt and no insurance liabilities, allowing us to distribute $4.7 billion or $0.95

Assets 130

Assets Debt Banks Capital 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

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. And three, debt financing. Bitcoin ETPs also benefit from this, offset, of course, by the management fees that are charged for those products.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

FEBRUARY 9, 2024

We finished 2023 on a strong note with another consecutive quarter of management fee and FRE growth, 11 for 11 since we've been a public company, against a market backdrop that has been exceptionally volatile and uncertain. Management fees were up 26%, and 92% of these management fees are from permanent capital vehicles.

Capital 130

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

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

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. These are global firms and domestic firms, services firms and specialty finance firms, lenders, and technology companies.

Debt 100

Debt Capital Assets Banks 100

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. Outside of NII, we saw good growth in treasury service fees and wealth management fees. 2 in leveraged finance, No. That is more than twice what we added in 2022.

Banks 130

Banks Taxes Accounting Assets 130

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

MARCH 20, 2024

Fintech services revenues sustained a teens year-on-year growth rate on increased commercial payment volume, wealth management fees, and consumer loan fees. Business services gross profit more than quadrupled year on year due to those technology service fees, as well as supply chain optimization initiatives.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

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. 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. Got a question for the show?

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

JANUARY 12, 2024

Asset and wealth management reported net income of 925 million with pre-tax margin of 28%. billion was up 2% year on year driven by higher management fees on strong net inflows and higher average market levels, predominantly offset by lower NII. And then to complete our lines of business, AWM on Page 8. Revenue of 4.7

Banks 130

Banks Capital Assets Investment Banks 130

The Motley Fool

JULY 12, 2024

The middle market banking revenue was down 2% from a year ago, driven by lower net interest income due to higher deposit costs, partially offset by growth in treasury management fees. And so, as we think about the markets business and what that means, in the perfect world, we'd be allowing them to finance some more.

Banks 130

Banks Assets Investment Banks Capital 130

Pension Pulse

FEBRUARY 12, 2024

An expansion of the CPP would transfer these risks from individual workers to the government, which is much better placed to manage them, as it can pool risks across all Canadian workers and across generations of workers. Claude Lavoie was director-general of economic studies and policy analysis at the Department of Finance from 2008 to 2023.

Taxes 59

Taxes Amortization Financing Finance 59

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

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 14, 2024

Finance costs were 2.8 It will not generate an immediate revenue upon withdrawal, but it will be turned into an asset under management and would continue to generate wealth management fees over time. In terms of wealth management services, I think it will continue to grow for the reasons that I talked about earlier.

Accounting 130

Accounting Business Services Portfolios Shareholders 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. Public Equities include absolute return strategies and related investment liabilities. Committed INR 18.5

Investing 52

Investing Stakes Assets Pension Funds 52

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% Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

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

ClearMoney

DECEMBER 5, 2021

Academic arguments supporting a theoretical relation between government debt and stock returns include one described by Blanchard (1991) whereby debt-financed government spending may raise interest rates and/or crowd out private spending. Review of Finance 22, no. Using data from International Monetary Fund (2021). Crowding Out.”

Debt 52

Debt Returns Mutual Funds Capital 52

ClearMoney

DECEMBER 5, 2021

Academic arguments supporting a theoretical relation between government debt and stock returns include one described by Blanchard (1991) whereby debt-financed government spending may raise interest rates and/or crowd out private spending. Review of Finance 22, no. 3General government debt from OECD (2021). 5Reuters (2011).

Debt 52

Debt Mutual Funds Capital Assets 52

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

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%. Alastair M.

Banks 130

Banks Assets Taxes Capital 130

The Motley Fool

JULY 20, 2023

And we have no insurance liabilities. We've always believed in extreme conservatism in managing our capital structure and the structure of our funds. As the largest manager today, Blackstone has led the adoption of alternatives, which have revolutionized the field of investment management. billion or $0.94

Banks 130

Banks Capital Assets Shareholders 130

The Motley Fool

AUGUST 3, 2023

For the second quarter, we collected approximately 97% of contractually due base rent and property management fees from our operating portfolio. And then, there's the cost of financing. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Debt 189

Debt Capital Legal Portfolios 189

The Motley Fool

JANUARY 12, 2024

The integration will nearly double our private markets management fees to over 1.5 GIP's current team of approximately 400 employees across 11 global offices has delivered strong long-term performance for clients and is expected to generate approximately 760 million of management fee revenue in 2023.

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. Fee earning AUM increased 6% year over year, while base management fees rose 7% to a record $6.5 Fee related earnings were $4.3 Second, in our life sciences office and U.S.

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

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