The Motley Fool

OCTOBER 11, 2024

Meade -- General Counsel and Chief Legal Officer Good morning, everyone. We believe the continued path of central bank normalization will support sustained inflows across bond funds, ETFs, and institutional accounts. The combination triples infrastructure AUM and doubles private markets run-rate management fees.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

Private Equity Wire

FEBRUARY 29, 2024

Ahead of the Private Equity Wire US Emerging Managers Summit , Joe Briggs, Founder & Managing Partner at Briggs Capital Formation, provides insight for new and emerging managers on the topic of deal-by-deal structures and what to look out for ahead of raising a fund.

Due Diligence 97

Due Diligence Prospects Capital Funds 97

The Motley Fool

MAY 7, 2024

But a fiduciary is someone who is legally obligated to put your interests first. Rowe Price, all of them provide wealth management and financial planning services, so you could look to them, but just expect that many of their solutions will be their own products. These days more people are charging an assets under management fee.

Accounting 245

Accounting Finance Financing Consultants 245

The Motley Fool

AUGUST 9, 2024

Each of which were funded by follow-on debt investments by Main Street for a total of over $36 million of incremental debt investments in these portfolio companies. We've also continued to produce positive results in our asset management business. Both of which would become effective upon a listing of the fund's shares.

Capital 130

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

The Big Picture

JUNE 7, 2023

 The video from last week’s panel is above Bloomberg Masters in Business host Barry Ritholtz discusses the current environment for hedge fund launches with IDW Group Founder and Chief Executive Officer Ilana D. Mike Rockefeller is co-founder of the six billion dollar long short equity fund Woodline Capital. He acquired the U.K.

Hedge Funds 111

Hedge Funds Funds Capital Management Fees 111

The Motley Fool

OCTOBER 31, 2024

The sum of these positive flows combined give us the fuel to keep investing in publicly traded securities, fund acquisitions, fund growth opportunities and repurchase stock, and we keep seeming to have more money in the kitty. So the management fee portion would be real-time, but the performance fee would be on a lag.

Liabilities 130

Liabilities Performance Fees Capital Portfolios 130

The Motley Fool

MAY 28, 2024

I feel like that's legally required. What she should do is open a Roth IRA right now and fund it even with a small amount of money. 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. Robert BroKamp: [laughs] Standard.

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

NOVEMBER 5, 2024

At the same time, we are making progress toward the establishment of a private capital fund, which I'll touch on later in this call. billion in investments, which is fully funded as we are vigilantly focused on deploying capital into high-quality opportunities that meet our risk-adjusted return requirements. times range.

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

AUGUST 2, 2024

With nearly half a trillion dollars of assets under management supporting defined benefit and defined contribution plans, PGIM is a market leader, servicing more than half of the world's 300 largest pension funds, including over two-thirds of the largest 100 U.S. pension plans, and is the largest pension fund manager in Japan.

Assets 130

Assets Liabilities Capital Collateral 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% Last night, we reported core funds from operations for the fourth quarter of 2023 of $190.5 Turning to financial results.

Debt 130

Debt Taxes Capital Assets 130

Pension Pulse

AUGUST 7, 2023

They’re talking about asset management firms, in which public pension funds often have investments, supporting shareholder proposals meant to achieve social justice or climate objectives yet of dubious financial value. Second, these anti-ESG articles miss the mark when it comes to Canada's large pension investment managers.

Investing 52

Investing Collateral Pension Funds Asset Management 52

The Motley Fool

JULY 14, 2023

billion, or 8% year on year, primarily driven by higher compensation expense, including wage inflation and higher legal expense. CRE loans were also up 1%, reflecting funding on prior-year originations for construction loans and real estate banking, as well as increased affordable housing activity. Clearly, Fed funds futures are up.

Banks 130

Banks Liabilities Capital Assets 130

The Motley Fool

FEBRUARY 27, 2024

For the year, IIP generated total revenues of $310 million and adjusted funds from operations of $256 million, increases of 12% and 10% over 2022, respectively. For example, 2023 saw strong rollouts for adult-use sales in Missouri and Maryland and Ohio legalized adult-use in November. Moving on to rent collection.

Taxes 100

Taxes Assets Capital Debt 100

The Motley Fool

OCTOBER 11, 2024

billion were up $808 million or 4% year on year, driven by compensation including revenue-related compensation and growth in employees, partially offset by lower legal expense. billion, up 9% year on year largely driven by fee growth on higher market levels and volumes. Asset and wealth management reported net income of $1.4

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

OCTOBER 15, 2024

On the funding side, global markets grew to support balance sheet needs of our clients and total deposits grew $20 billion on an ending basis. Global Markets activity and pricing, fixed asset repricing and one extra day all benefited NII, while higher funding costs partially offset those benefits. billion this year.

Banks 130

Banks Leveraging Assets Capital 130

The Motley Fool

JULY 12, 2024

billion or 21%, largely driven by higher investment banking revenue and asset management fees. billion were up 12% year on year, largely driven by higher revenue-related compensation, legal expense, and volume-related noncompensation expense. Asset and wealth management reported net income of 1.3 NIR ex markets was up 7.3

Banks 130

Banks Capital Finance Financing 130

The Motley Fool

MAY 2, 2024

Additionally, we have been allocating more cash to money market funds and fixed maturity securities to capitalize on the higher interest rate environment. So in the first quarter is a low earnings period within the funds because we're less on risk. And that's not absolutely the case for all investors across all funds.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

The Motley Fool

APRIL 12, 2024

billion were down 4% year on year predominantly driven by lower legal expense. Asset & Wealth Management reported net income of $1 billion with pre-tax margin of 28%. If rates go up, think of the yield curve, the whole yield curve, not Fed funds, but the 10-year bond rate, it goes up 2%. Equity Markets was flat.

Securities and Exchange Commission (SEC) 130

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

Sara Grillo

APRIL 11, 2022

He is a follower of the late John Bogle and when he started his RIA firm he used low cost funds. I was managing their money in. I had my epiphany, my aha moment, and I said, Look at these managers. Ever since the beginning, Rick felt that overcharging clients for products wasn’t right. His service focuses solely on advice.

Portfolios 52

Portfolios Investors Consultants Consulting 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. per cent return; it earned 6.8

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

SEPTEMBER 5, 2023

There are stocks and/or exchange-traded funds that can be a fit for all investment approaches. A decade ago, the wealth management division of JPMorgan Chase released a report detailing the absolute outperformance of dividend stocks, relative to those that don't offer a payout. To build on the above point, a whopping 99.9%

Legal 246

Legal Liabilities Exchange-Traded Funds Management Fees 246

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. But I really had fun reading this.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Motley Fool

AUGUST 3, 2023

To recap the quarter, we generated total revenues of $76 million in Q2 and adjusted funds from operations of $64 million. We have engaged local counsel and other advisors in these situations, commenced legal proceedings for damages and possession and are in discussions with applicable regulatory agencies.

Debt 189

Debt Legal Capital Portfolios 189

Pension Pulse

NOVEMBER 14, 2024

Contrary to skyrocketing costs and poor performance, he said AIMCo is a low-cost manager compared to similar funds and has “solidly” exceeded benchmarks over the years. The misinformation will make it unnecessarily difficult for the next management team to be effective,” it said. “It In Kroner’s response, dated Wednesday, Nov.

Management Fees 59

Management Fees Asset Management Pension Funds Assets 59

The Motley Fool

JANUARY 15, 2025

Excluding the prior year's net investment securities losses, it was up 21%, largely on higher asset management fees and investment banking fees. billion, up 10% year on year, driven by fee growth on higher client activity and market levels, as well as higher deposit balances. NIR ex-markets was up 3.1 billion or 30%.

Banks 243

Banks Investment Banks Investment Banking Capital 243

The Motley Fool

AUGUST 1, 2024

Our strategy of acquiring Bitcoin in a manner we believe to be accretive to shareholders, thereby achieving Bitcoin yield, sets us apart from institutional Bitcoin investment options that charge a management fee, and we therefore achieve a negative Bitcoin yield as we measure it.

Debt 246

Debt Leveraging Capital Shareholders 246

Pension Pulse

NOVEMBER 7, 2024

James Bradshaw and Jefferey Jones of the Globe and Mail report Alberta government fires AIMCo board and CEO, plans to ‘reset focus’: Alberta’s government has fired the CEO and the entire board of Alberta Investment Management Corp. AIMCo), citing a need “to restore confidence” in the provincial pension fund manager.

Pension Funds 64

Pension Funds Management Fees Finance Financing 64

The Motley Fool

FEBRUARY 11, 2025

The largest investment management firm in the world lowered the expense ratio on 168 of its mutual funds and exchange-traded funds (ETFs). Vanguard dropped the expense ratio on the fund from 0.22% to 0.17%. The fund also focuses on dividend payers and as a result has over a 4.6% in stocks in the Pacific, and 21.7%

Mergers and Acquisitions 147

Mergers and Acquisitions Mutual Funds Exchange-Traded Funds Banks 147

Private Equity Insights

MARCH 13, 2025

The industrys push gained momentum following a policy shift under the Trump administration, which permitted private equity inclusion in 401(k) plans within professionally managed investment funds. However, challenges such as limited liquidity, opaque valuations, and higher fee structures have made plan sponsors hesitant.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Fee Structure Pension Funds 147

The Big Picture

JANUARY 7, 2025

Made the decision to leave just to try something new at that point, went to Harvard for my MBA and then had made the ch his choice at that point to switch out of biotech and interviewed with a whole bunch of of firms and ended up getting into the hedge fund world, doing capital raising for two large hedge funds. I use that day to day.

Capital 52

Capital Hedge Funds Buyout Funds 52

Pension Pulse

NOVEMBER 21, 2024

The decision to put a senior government official on the board of the arm’s-length pension fund manager raises questions about AIMCo’s continued independence, and whether the move opens the door to the government to exert greater political influence or to steer the pension fund manager toward government priorities.

Pension Funds 64

Pension Funds Finance Financing Consultants 64

The Motley Fool

NOVEMBER 7, 2024

Our total available liquidity exceeded $220 million as of quarter-end, fully funding all remaining development commitments and continuing to provide us with ample dry powder for additional strategic investments. million of contractually due rent interest and property management fees that were not collected during the quarter.

Legal 244

Legal Debt Assets Banks 244