The Motley Fool

OCTOBER 27, 2023

I know you now have a closed end fund for opportunistic credit investing. We started doing lending, mezz lending, and bridge lending, and gap lending, emergency rescue funding lending into that space starting about a year ago. Companies are looking for funding anywhere they can get it. You're absolutely right.

Leveraging 130

Leveraging Banks Debt Public Companies 130

The Motley Fool

APRIL 29, 2024

The entire modern institutional asset economy, the options market, the securities market, the money manager system, the institutional mutual funds, the institutional ETFs, they're all going to be centered around bitcoin as the digital property going forward. So, we are a public company and an operating company.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

JULY 23, 2024

For example, our strategic partnership with Moody's meaningfully expand the reach of our sustainability content among banks, insurance companies and corporates. It would also help us broaden our private company ESG coverage and expand our capabilities within private credit. Shifting to Analytics.

Assets 130

Assets Hedge Funds Asset Management Capital 130

The Big Picture

SEPTEMBER 7, 2022

But what I tend to think about is what happens a month after you go public, what happens six months after you go public. And how could we be a good partner to that firm in their public company journey? And that’s what’s going to give the CEO and the public company, the next group of investors.

Securities and Exchange Commission (SEC) 122

Securities and Exchange Commission (SEC) New York Stock Exchange Stock Exchanges Public Companies 122

Insight Partners

MAY 14, 2024

Mateti emphasized the critical importance of climate disclosures for public companies. He acknowledged the vital role of talent, funding, and commitment from various stakeholders in driving meaningful change. According to Das, the pressure to report on ESG progress isn’t just limited to public companies.

Leveraging 52

Leveraging Public Companies Private Companies Education 52

The Motley Fool

OCTOBER 31, 2023

One of my automatic rules is just investing in an index fund every month. Shane Parrish: I've made a lot of different investments, from start ups to private companies, to public companies. I sit on the board of a public company. I'm not going to buy stocks at the market open.

Investors 130

Investors Stock Market Stock Market Public Companies 130

The Big Picture

DECEMBER 5, 2023

Michael Fisch : 00:05:39 [Speaker Changed] Well, in the time that I was working at Goldman Sachs in mergers, there were a bunch of big public companies who were on, we were on m and a retainer, they call it. Michael Fisch : 00:07:15 [Speaker Changed] The largest fund then was KKR with $175 million. That’s pretty reason.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. Just really a fascinating history from, from a private company to a public company back to a, a partnership. Everybody knows what a hedge fund is, but let’s talk about liquid alts. Really interesting.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

Fortune Financial

NOVEMBER 17, 2021

The number of public companies you can invest in is less than half where it was 25 years ago,” said Freisner. Once a client advances past the basics, then they can dive deeper into more complex investments such as hedge funds, private equity or leveraged credit. Private Equity. Private Credit. Real Estate.

Stock Market 52

Stock Market Stock Market Private Equity Firms Private Equity Firms 52

The Motley Fool

SEPTEMBER 17, 2024

Similarly, Rand, in your work at Stagen, you have a long term focus on the development of not public company stocks, but human beings. I want to say this again, in the early years in our experience, everybody in the big companies was playing the short term game. David Gardner: Wow. That's really worked well for me.

Capital 130

Capital Public Companies Banks Companies 130

Pension Pulse

NOVEMBER 3, 2023

Michiel Willams of Net Zero Investor reports OMERS’ sustainability chief on why the C$127bn fund’s green investment spree will not slow down: OMERS, the defined benefit (DB) plan for municipal employees in Ontario, is increasingly positioning itself as one of Canada's greenest pension fund investors.

Pension Funds 59

Pension Funds Investing Hedge Funds Assets 59

Axial

NOVEMBER 9, 2023

As a family office, we are interested in long-term investment partnerships of all sort (minority, majority, and buyout), and our permanent capital allows us to to build and hold our platform investments for generations, rather than the typical short time horizons constraining most private equity funds.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Mergers and Acquisitions Investment Horizon 52

The Big Picture

NOVEMBER 21, 2023

They invest primarily in private and public companies. Tell us a little bit about both of those experiences at fairly established venture funds. So these guys would be bucketed as hedge fund guys. And so I would say I had an appetite for the public markets. He’s been in doing this for about 20 years.

Hedge Funds 98

Hedge Funds Venture Capital Startups Capital 98

Pension Pulse

DECEMBER 21, 2023

I told him I track pension funds very closely and there's no doubt CDPQ is a global leader in sustainable/ responsible investing. The other part that is very important for us and that's where the puck is heading for institutional investors, is the engagement with our portfolio companies.

Mergers and Acquisitions 59

Mergers and Acquisitions Assets Pension Funds Leveraging 59

The Motley Fool

FEBRUARY 15, 2024

During his time here, he was instrumental in our growth from a small pre-revenue private company to a public company with over $700 million in revenue. We raised the convert with the -- recognizing that there was a window where valuations for private companies were down, and they still are.

Banks 130

Banks Accounting Leveraging Private Companies 130

Axial

JULY 27, 2023

.” Industries : Consumer Goods, Energy & Utilities, Technology, Industrials, Business Services, Manufacturing, Distribution, Health Care, Telecommunications, Consumer Services, Financial Services, Retail Visit FOCUS IB’s Profile “ASA Ventures Group (AVG) provides M & A representation to middle-market private companies.

Investment Banks 52

Investment Banks Investment Banking Mergers and Acquisitions Banks 52

The Motley Fool

FEBRUARY 1, 2024

As we've communicated in prior calls, we're funding our targeted fiscal '24 $1 billion share repurchase program through a combination of $800 million of free cash flow and asset sales. If you were to sit back as a private company and say, how would you value this, you'd probably take a whole different set of comps across the board.

Resale 130

Resale Banks Capital Assets 130

The Motley Fool

JUNE 28, 2024

trillion public company. Dylan Lewis: I got to say, I feel like there are a lot of fund managers out there that chose to benchmark to something that Nvidia is not in, feeling pretty good this year about their comps. Bill Mann: Did I get it right? laughs] I feel like I got it right. Ron Gross: I think you did. Fascinating.

Consulting 100

Consulting Consultants Banks Companies 100

The Big Picture

JANUARY 9, 2024

Nobody in the world writes about markets, finance derivatives, hedge funds, you name it, the way Matt does. Explain Matt Levine : 00:14:13 If a bad thing happens at a public company, public company does a bad thing. If the CEO sexually harasses someone, the company gets hacked. But, but keep going.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Motley Fool

AUGUST 3, 2023

As of the end of the second quarter, Cedar Fair's balance sheet was in solid financial condition, with ample liquidity to fund future cash obligations and no near-term debt maturities. As we said when we put this program in place, you know, this is now going to be funded out of operating cash flow. Now, turning to the balance sheet.

Capital 100

Capital Leveraging Banks Returns 100

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 relationships with some of the largest and most experienced operators in the industry, with our leased operating portfolio comprised of 89% multistate operators and 58% leased to public company tenants.

Debt 189

Debt Legal Capital Portfolios 189

The Motley Fool

AUGUST 20, 2023

This becomes increasingly important with the new SEC rules detailing that all public companies will be required to report material breaches within four business days. XSIAM is shaping up to be our fastest-growing offering outside our original next-generation firewall releases.

Leveraging 130

Leveraging Banks Taxes Capital 130

Sara Grillo

FEBRUARY 13, 2023

This is a restrictive type of investing that aims to avoid directing funds into sin investments such as tobacco, etc., Impact investing: A private investment in a company, made in the spirit of saving the world. Secondly, The ”bad companies” who are the offenders already have enough capital. through use of screens.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Motley Fool

OCTOBER 30, 2024

And as we continue to champion bitcoin as a strategic treasury reserve asset, we are encouraged by the number of both public and private companies that are adopting the bitcoin treasury standard to help impact shareholder value. There's hedge funds, there's arbitrageurs, there's alternative investors. They buy QQ or SPY.

Leveraging 130

Leveraging Shareholders Debt Capital 130

The Motley Fool

SEPTEMBER 10, 2024

Further in 1951, the typical mutual fund held stocks in its portfolio for an average of six years. The holding period for actively managed equity funds today just one year. First, huge amounts of money are moving into exchange-traded funds, ETFs, and sector index funds. We're a private company that people can't invest in.

Investing 130

Investing Stock Market Stock Market Mutual Funds 130

The Motley Fool

JUNE 22, 2023

Do you feel like this reception maybe opens the door for some of those other big-name private companies out there? The fact that they're funding the deal through their own stock is probably a reason for why the sell-off there. Dan Boyd: This is a company that gives people money for lawyers to sue people. Dylan Lewis: Yes.

Mergers and Acquisitions 130

Mergers and Acquisitions Legal New York Stock Exchange Capital 130

The Motley Fool

JUNE 7, 2024

If you own an S&P index fund though, 20% of your holdings are in just three companies Nvidia , Apple , and Microsoft. He's now a partner at a venture fund called Slow Ventures. There are going to be all ideas and all kinds of companies, and not all of them are going to work. The company's called ALCMY.

Companies 100

Companies Banks Investors Amortization 100

The Big Picture

JULY 11, 2023

But once the rules started changing, it became difficult around things like seeding new funds. Within a year, you couldn’t be more than 10% of the fund. RITHOLTZ: So were you — in the early days, it was mutual funds it was SMAs, what were you guys doing? That new name of the company became Franklin Templeton.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Assets 88

The Big Picture

OCTOBER 15, 2024

Your next role is at Peter Teal’s hedge fund, Clarion Capital. That was a global macro hedge fund, and so that’s a really fun part of finance where you just get to try to figure out at a high level what’s going on in the world and lots of arguments about politics and economics and history and financial markets.

Venture Capital 59

Venture Capital Private Companies Hedge Funds Capital 59

The Motley Fool

AUGUST 1, 2024

As we continue to champion Bitcoin as a strategic treasury reserve asset, we are deeply encouraged by the growing number of both public and private companies that are adopting the Bitcoin standard to help grow shareholder value. billion equal to an average purchase price of approximately $36,800. But we think it's pretty clear.

Debt 246

Debt Leveraging Capital Shareholders 246

The Motley Fool

NOVEMBER 6, 2024

Our adjusted funds from operations or AFFO for the quarter was up 52% to $208 million aided by the substantial interest savings generated by our debt reduction post IPO. We delivered strong financial results in our first quarter as a public company, with 5% adjusted EBITDA growth and 20% AFFO per share growth. Please go ahead.

Leveraging 130

Leveraging Capital Assets Due Diligence 130

The Motley Fool

NOVEMBER 5, 2024

Maybe my follow-up is just how you're thinking about funding these type of investments? We're getting started but we put a little teaser in the presentation this quarter. Betty Jiang -- Analyst Yes. No, I appreciate that.

Shareholders 130

Shareholders Assets Banks Capital 130

The Motley Fool

FEBRUARY 27, 2025

And we are currently funding our development pipeline, which will contribute NOI in 2026 through 2028. dating back 30 years when Macerich first became a public company. Wouldn't it make sense to fund all of that with equity including the debt pay down simply because it's accretive relative to the 7.1%

Debt 130

Debt Assets Asset Management Leveraging 130

The Motley Fool

JANUARY 29, 2025

We will intentionally leverage the strength in our top line to both fund our highest ever beginning of the year, total postpaid net customer additions expectation and also bolster investments across our network and digital capabilities, not only to deliver on 2025 but continuing to set up momentum against our multiyear guide.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Accounting Leveraging 130

The Big Picture

JANUARY 27, 2025

But it did have a good, a fortunate opportunity to go really work at a startup hedge fund. So you start out as an accountant at PricewaterhouseCoopers, you’re a controller at m and m Partners, a hedge funds. I was also at, at the hedge fund. It was m and m partners at the time. It was relatively small. Mike Freno : Yeah.

Hedge Funds 59

Hedge Funds Liabilities Assets Leveraging 59

The Big Picture

NOVEMBER 4, 2024

No, we always had, and we do have at Oak HCFT one Fund that everything, and, and we would choose the allocation, 00:06:57 [Speaker Changed] Huh. How much service does Oak provide to the companies you work with besides funding? You have to be an over billion dollar market cap company to have to make any sense to go public.

Banks 52

Banks Startups Boutique Investment Banks Companies 52

The Motley Fool

OCTOBER 9, 2023

If you look at a SPAC versus a SPARC, SPACs, special purpose acquisition company, ultimately, they gather this money through an initial public offering of a shell company with the promise ultimately to acquire a successful public or private company, I'm sorry. Deidre Woollard: Yeah. Jason Moser: Yeah.

Consulting 130

Consulting Consultants Initial Public Offering Public Companies 130