Private Equity Wire

SEPTEMBER 17, 2024

The creation of the direct-lending unit follows growing demand from investors, Kushel explained, with the aim being to “accelerate our ambition to be a leader in direct lending and growth debt globally.” of overall revenue from management and performance fees in the second quarter. of the firm’s total assets, generated 6.4%

Performance Fees 95

Performance Fees Bidding Debt Assets 95

The Motley Fool

OCTOBER 31, 2024

The press release for our third quarter 2024 results as well as our Form 10-K and Form 10-Q can be found on our website at www.mklgroup.com in the investor relations section. We also work to continue to improve our financial performance while building the capital it takes to help our customers when they need it most. Please go ahead.

Liabilities 130

Liabilities Performance Fees Capital Portfolios 130

Private Equity Wire

FEBRUARY 14, 2024

PARTNER CONTENT By Muhammad Akram, CPA Founder, Akram | Assurance, Advisory & Tax Firm Why fair value is so important Fair value impacts net assets/partners’ capital, potentially overstating performance and overcharging management and performance fees.

Venture Capital 98

Venture Capital Investing Best Practices Mutual Funds 98

The Motley Fool

OCTOBER 11, 2024

Before you buy stock in BlackRock, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and BlackRock wasn’t one of them. We expect these private market assets to positively impact BlackRock's overall effective fee rate by 0.5 to 1 full basis point.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

JULY 14, 2023

They just revealed what they believe are the ten best stocks for investors to buy right now. We deliver durable long-term investment performance by executing on alpha opportunities, sourcing unique deals, and managing risk. On an equivalent day count basis, our annualized effective fee rate was 0.2 government money market funds.

Asset Management 130

Asset Management Assets Banks Debt 130

The Big Picture

OCTOBER 14, 2023

We discuss the firm’s unique fee arrangement: For institutional accounts of $100 million and up, they pay a base fee 33% of outperformance versus the benchmark (and no management fee). When they underperform, they refund as much as 25% of their performance fees.

Investing 73

Investing Performance Fees Startups Management Fees 73

The Motley Fool

APRIL 18, 2024

And welcome to the Blackstone first-quarter 2024 investor call. Before you buy stock in Blackstone, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Blackstone wasn’t one of them. Today's conference is being recorded. Please go ahead.

Assets 130

Assets Debt Banks Capital 130

Pension Pulse

MAY 2, 2024

In 2012 when I came to the fund, we had invested four percent of our portfolio in private equity,” CIO Marcus Frampton said. “We Last year, APFC’s staff decreased its private asset allocation from 19 percent to 15 percent, hypothesizing that there were better risk-adjusted returns to be had in asset classes like fixed income and hedge funds.

Pension Funds 59

Pension Funds Hedge Funds Buyout Due Diligence 59

Pension Pulse

MARCH 19, 2024

The Joint Venture will invest in Redwood's residential investor bridge and term loans, aiming for over $4 billion in acquisitions. Redwood stands to earn administrative and potential performance fees. At December 31, 2023, the Fund totalled C$590.8 Redwood and its subsidiaries will manage the assets for the Joint Venture.

Investing 59

Investing Performance Fees Finance Financing 59

Pension Pulse

SEPTEMBER 4, 2024

The deal on behalf of funds managed by Blackstone Real Estate Partners, Blackstone Infrastructure Partners, Blackstone Tactical Opportunities, and Blackstone’s private equity strategy for individual investors, represents Blackstone’s largest investment in the Asia Pacific region.

Investing 59

Investing Asset Management Stakes Assets 59

The Motley Fool

JULY 31, 2024

Before you buy stock in Rithm Capital, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Rithm Capital wasn’t one of them. We closed on our previously announced investment in our Sculptor CLO business, a captive CLO equity fund.

Capital 130

Capital Amortization Shareholders Finance 130

The Motley Fool

AUGUST 5, 2024

I will now turn the conference over to Tom Ward, senior vice president of investor relations. Thomas Ward -- Senior Vice President, Investor Relations Thank you, Shari, and thank you all for joining us this evening. Second quarter funds from operations were $1.09 Thomas Ward -- Senior Vice President, Investor Relations 95.8%.

Assets 130

Assets Portfolios Capital Investors 130

The Big Picture

JULY 4, 2023

 The transcript from this week’s, MiB: Ilana Weinstein Discusses the Hedge Fund War for Talent , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Ilana Weinstein on the War for Talent at Hedge Funds (Podcast) ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 The Fund returned a 10-year annualized net return of 9.2%. billion in net income and $15.9

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

AUGUST 8, 2024

This call will be archived and available later this evening and for the next week via the webcast on the company's website in the section titled investor relations. I will now hand the call to Seth Frank, Evolent's vice president of investor relations. Seth Frank -- Vice President, Investor Relations Thank you, and good evening.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Liabilities Leveraging 130

Pension Pulse

AUGUST 17, 2023

The many contradictory signals confronting investors — the direction of inflation, rates, employment and markets — make the environment challenging.” The renewable energy, telecommunications and transportation sectors, to which (the Caisse) has been exposed for many years, are significant vectors of performance,” the pension fund said.

Pension Funds 52

Pension Funds Assets Debt Finance 52

Pension Pulse

MAY 24, 2023

per cent for the fiscal year ended March 31, ending the year with net fund assets of $570 billion compared to $539 billion a year earlier. The CPP fund has a 10-year net return of 10 per cent. Since its inception in 1999, CPPIB has contributed $386 billion in cumulative net income to the fund.

Investing 52

Investing Stakes Pension Funds Assets 52

Fortune Financial

MARCH 5, 2024

Investors and buyers pay attention to how a business treats its employees, and a 401k plan clearly indicates an employee-first approach. This means staying informed about plan performance, fees and compliance requirements. Enhancing Company Valuation: It’s not all about the immediate perks.

Taxes 52

Taxes Leveraging Financial Institutions Performance Fees 52

The Big Picture

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. And when they’re not generating alpha, when they’re underperforming, they actually return fees. And you see a, a wealth path for each of those investors.

Investing 52

Investing Capital Shareholders Returns 52

The Motley Fool

JULY 28, 2023

They just revealed what they believe are the ten best stocks for investors to buy right now. I know you had highlighted difficult comp on performance fees in the quarter. Investors that had walked away from the area have sort of returned, as well as new. and Aon Plc wasn't one of them!

Capital 100

Capital Business Services Debt Liabilities 100

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. It’s very witty and charming, and revealing about an industry in a way that most books on hedge funds simply are not.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Big Picture

JUNE 13, 2023

Again, many challenges, but with the hard work and with people who could see the opportunity and possibly with a European approach thinking that, yes, you can develop a very multi-local footprint organization in Europe, be an alternative to global investors, to clients, to the one established, mainly Americans, I must admit. CHABRAN: Yes.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

OCTOBER 31, 2023

They just revealed their ten top stock picks for investors to buy right now. Look, despite what many investors think and say this is still Tesla's core business. Core funds from operations, a cash flow metric for rates of 14.6% Netflix is on the list -- but there are nine others you may be overlooking. at the end of the quarter.

Depreciation 130

Depreciation Bidding Capital Companies 130

The Motley Fool

APRIL 12, 2024

Before you buy stock in BlackRock, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and BlackRock wasn’t one of them. Excluding low-fee institutional index equity flows, we saw $100 billion of long-term net inflows in the quarter.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

FEBRUARY 21, 2025

This call will be archived and available later this evening and for the rest of the week via the webcast on the company's website in the section titled Investor Relations. I will now hand the call over to Seth Frank, Evolent's vice president of Investor Relations. federal laws. Should you invest $1,000 in Evolent Health right now?

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Performance Fees Capital 130

The Motley Fool

JANUARY 12, 2024

Before you buy stock in BlackRock, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now. In a higher rate environment, the ability to drive operational enhancements will be critical to investment performance. and BlackRock wasn't one of them.

Assets 130

Assets Shareholders Asset Management Capital 130

The Big Picture

FEBRUARY 28, 2023

We had a group that was doing small growth capital investments in Germany and Switzerland at that time, a fund doing secondaries. We’re actually bringing all of our investors to Vienna in just a couple of months, our biggest investors for an investor conference. Look, our parents all had pension funds.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

FEBRUARY 4, 2025

I would now like to turn the conference over to Jim Breen, senior vice president, investor relations. Jim Breen -- Senior Vice President, Investor Relations Good afternoon, everyone, and thank you for joining Lumen Technologies' fourth quarter 2024 earnings call. Your speakers for today are Kate Johnson, CEO; and Chris Stansbury, CFO.

Debt 130

Debt Assets Leveraging Shareholders 130

The Motley Fool

DECEMBER 23, 2024

Making matters worse is that the professionals, who the average investor might turn to for guidance, have poor track records. based active fund managers underperformed the broader S&P 500. Those who invest in these funds are essentially paying for unsatisfactory results. In the past decade, an alarming 85% of U.S.-based

Stock Market 246

Stock Market Stock Market Mutual Funds Exchange-Traded Funds 246

Private Equity Wire

JANUARY 17, 2025

Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. A subsidiary of Power Corp. above an 8% hurdle.

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

Private Equity Insights

FEBRUARY 10, 2025

Morgan Asset Management (JPMAM) introduced its first European Long-Term Investment Fund (Eltif). The fund provides investors with globally diversified access to private markets through a single, actively managed fund. performance fee, subject to a 7% hurdle rate. read more The post J.P.

Asset Management 147

Asset Management Assets Private Equity Firms Private Equity Firms 147

The Motley Fool

JULY 15, 2024

Before you buy stock in BlackRock, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and BlackRock wasn’t one of them. We're connecting investors, corporates, and the public sector to the power of the capital markets. At more than 10.6

Assets 130

Assets Liabilities Leveraging Asset Management 130

The Motley Fool

JANUARY 15, 2025

Before you buy stock in BlackRock, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now and BlackRock wasnt one of them. billion was 23% higher year over year, driven by the impact of higher markets on average AUM and higher performance fees.

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

JANUARY 15, 2025

In CCB, we had a record number of first-time investors and acquired nearly 10 million new card accounts. billion was up 13% year on year, predominantly driven by growth in management fees on higher average market levels and strong net inflows, as well as higher performance fees. Revenue of 5.8 Expenses of 3.8

Banks 243

Banks Investment Banks Investment Banking Capital 243

The Motley Fool

JANUARY 25, 2024

ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, and welcome to the Blackstone fourth-quarter and full-year 2023 investor call. Also, note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund.

Management Fees 100

Management Fees Banks Capital Assets 100

Private Equity Insights

MARCH 3, 2025

Wealth Clubs new service aims to simplify private equity investing, offering a model akin to unit trusts while allowing investors more liquidity. These evergreen or semi-liquid funds have gained significant traction in the U.S., Fund-specific fees range from 0.55% to 1.8%, with some also applying substantial performance fees.

High Net Worth Individuals 173

High Net Worth Individuals Funds Performance Fees Stakes 173

The Motley Fool

JANUARY 30, 2025

ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, and welcome to the Blackstone fourth-quarter and full-year 2024 investor call. Also note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund.

Management Fees 130

Management Fees Assets Capital Funds 130