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

MAY 7, 2024

Alison Southwick: There comes a time and everyone's life when they need a little help and your finances are no different. Maybe you've heard bro over the years say stuff like, I'm Robert Brokamp, if you've had a major life event, it might make sense for you to talk to a professional fee-only advisor. How about you break it down for us?

Accounting 245

Accounting Finance Financing Shareholders 245

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 Management Fees Assets 130

The Motley Fool

NOVEMBER 30, 2023

For example, Steward reported facility-level earnings before interest, taxes, depreciation, amortization, rent, and management fees (EBITDARM) coverage of 2.7x The company plans to evaluate additional asset sales and joint-venture opportunities, as well as explore limited secured debt financing options.

Prospects 100

Prospects Amortization Depreciation Earnings Before Interest 100

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. When I retire in three years, can I transfer the Roth 401(k) to a money market or high yield savings account with no penalties or taxes? Got a question for the show?

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

OCTOBER 11, 2024

The combination triples infrastructure AUM and doubles private markets run-rate management fees. increased 5%, reflecting a higher tax rate compared to a year ago. Our as-adjusted tax rate for the third quarter was 26%. We continue to estimate that 25% is a reasonable projected tax run rate for the remainder of 2024.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

FEBRUARY 23, 2024

We also benefited from significant fair value appreciation in the value of the external investment manager due to a combination of increased fee income, growth in assets under management, and broader market-based drivers. There are currently tax rules that sunset in '25.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 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

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 in the last 12 months. Jonathan D.

Debt 130

Debt Management Fees Capital Assets 130

The Motley Fool

JANUARY 12, 2024

billion after tax, or $0.70 billion after tax, which includes $2.8 billion after tax for notable Quarter 4 items. billion after tax. Adjusted full year revenue grew 5% on a back of 9% NII improvement and strong asset management fees and sales and trading results. billion of pre-tax expense.

Banks 130

Banks Taxes Accounting Assets 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% And then maybe on the real estate tax guide. So, the property tax number that we have in our guidance is 3%.

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

JANUARY 16, 2025

billion of pre-tax expense for the special assessment by the FDIC to the industry to recover losses from the failures of Silicon Valley Bank and Signature Bank. Second, we recorded a negative pre-tax impact to our market-making revenue of approximately $1.6 Investment banking fees were $1.7 3 investment banking fee position.

Banks 130

Banks Leveraging Capital Accounting 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

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

OCTOBER 31, 2024

Our pre-tax adjusted operating income was $1.6 per share on an after-tax basis for the third quarter of 2024 and $9.98 PGIM, our global investment manager had higher asset management fees, driven by favorable investment performance, contributions from the Deerpath Capital acquisition and market appreciation.

Liabilities 130

Liabilities Capital Assets Shareholders 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 billion, with pre-tax margin of 32%. Importantly, a lot of the activity is refinancing activity, as opposed to, for example, acquisition finance. billion or 56%.

Banks 130

Banks Capital Finance Financing 130

The Motley Fool

OCTOBER 15, 2024

billion in net income after tax. So going back to Slide 9, regarding NII on a GAAP, non-FTE basis, NII in Q3 was $14 billion and on a fully tax equivalent basis, NII was $14.1 billion or more on a fully tax equivalent basis. Investment banking had a strong quarter, growing fees 18% year over year to $1.4

Banks 130

Banks Leveraging Assets Capital 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. Our pre-tax adjusted operating income was $5.5 As noted, pre-tax adjusted operating income in the fourth quarter was $1.3

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

The Motley Fool

APRIL 12, 2024

This quarter's higher RWA is largely due to seasonal effects, including higher client activity in Markets and higher risk weights on deferred tax assets, partially offset by lower Card loans. Asset & Wealth Management reported net income of $1 billion with pre-tax margin of 28%. above the effective tax rate.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Capital Investment Banks 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. And as a result, investment management revenues were down quarter over quarter. Note that we aren't cherry-picking here.

Debt 100

Debt Finance Financing Banks 100

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. Our pre-tax adjusted operating income was $1.5 per share on an after-tax basis, up 16% from the year ago quarter. on an after-tax basis.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

The Motley Fool

DECEMBER 19, 2024

The Hopper is a comprehensive suite of systems and procedures used to operate and manage the acquisition, financing, and development of land assets at scale, designed and refined by Lennar over the past 20 years. We expect our Q1 tax rate to be approximately 24.5% They were a natural external manager.

Assets 242

Assets Debt Capital Banks 242

The Motley Fool

NOVEMBER 5, 2024

Our effective GAAP tax rate during the quarter was 28.6%, an increase over the effective tax rate in the third quarter of 2023 of 18.6%. We continue to expect a normalized tax rate of about 32%. It's fully functional in everything we're just doing a lot of financing enhancements and one-off. million or $0.24

Taxes 130

Taxes Accounting Consulting Consultants 130

The Motley Fool

JULY 12, 2024

I will also note that our second-quarter effective income tax rate reflected the impact of the first-quarter adoption of the new accounting standard for renewable energy tax credit investments, which increased our effective tax rate by approximately 3 percentage points versus a year ago.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

MAY 2, 2024

At the end of March, the fair value of our equity portfolio included cumulative pre-tax unrealized gains of $7 billion. Net unrealized investment losses and other comprehensive loss in the first quarter of 2024 were $123 million net of taxes compared to net unrealized investment gains of $164 million net of taxes in the same period last year.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

The Motley Fool

OCTOBER 11, 2024

Starting in the first half of next year, we will be the preferred purchase financing provider for Volkswagen and Audi brands in the United States. per share of discrete tax benefits. Last month, we announced a multiyear co-branded agreement with Volkswagen Financial Services. Turning to Slide 4.

Banks 130

Banks Assets Capital Investment Banks 130

The Motley Fool

MAY 14, 2024

Finance costs were 2.8 Income tax expense rose by 24% year on year to 14.1 billion renminbi, primarily driven by operating profit growth and higher provision for withholding tax. 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

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

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. per share of discrete tax benefits related to resolution of prior period matters.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

OCTOBER 11, 2024

Asset and wealth management reported net income of $1.4 billion with pre-tax margin of 33%. Then to complete our lines of business, AWM on Page 6. For the quarter, revenue of $5.4 So the banks will have trillions of dollars of cash and unable to deploy to the repo markets.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

Sara Grillo

APRIL 11, 2022

These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. An hourly financial advisor is someone who provides financial advisor for a set hourly rate. Hourly financial advisors are not common. Jon Luskin. Rick Ferri.

Portfolios 52

Portfolios Investors Consulting Consultants 52

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. That means that the tenant has to pay taxes, building maintenance, and insurance expenses. The REIT isn't responsible for that.

Taxes 130

Taxes Mutual Funds Accounting Finance 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 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

ClearMoney

SEPTEMBER 24, 2021

We’ve learned a lot about investing over the past 60 years, a period that has seen many breakthroughs in the world of finance. French, “Luck versus Skill in the Cross-Section of Mutual Fund Returns,” Journal of Finance 65, no. The following is provided by Dimensional Fund Advisors. 5 (2010): 1915–1947. In US dollars. DISCLOSURES.

Mutual Funds 52

Mutual Funds Investing Taxes Consulting 52

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 Finance Financing 59

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Review of Finance 22, no. 5Reuters (2011). Crowding Out.”

Debt 52

Debt Mutual Funds Capital Assets 52