Private Equity Wire

FEBRUARY 22, 2024

C-SPEF will be open for investment beginning in April 2024. C-SPEF is available to both US taxable and tax-exempt investors and offers monthly subscriptions and quarterly redemptions, a lower minimum than traditional private market investments, and 1099 tax reporting.

Capital 97

Capital Funds Performance Fees Management Fees 97

Private Equity Insights

MARCH 8, 2024

Ares Management Corporation, a leading global alternative investment manager, announced today that funds managed by its Alternative Credit strategy have launched Ansley Park Capital, a newly-formed lending and specialty finance company that delivers full spectrum, customized financing solutions for essential-use, large-ticket equipment.

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Private Equity Wire

SEPTEMBER 17, 2024

of overall revenue from management and performance fees in the second quarter. 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 the firm’s total assets, generated 6.4%

Performance Fees 95

Performance Fees Bidding Debt Assets 95

The Motley Fool

OCTOBER 31, 2024

Should you invest $1,000 in Markel Group right now? if you invested $1,000 at the time of our recommendation, you’d have $853,860 !* First, as of September 30, 2024, total net investments, that is our entire publicly traded investment portfolio plus cash minus debt, summed up to $30.3 That's an increase of 68%.

Liabilities 130

Liabilities Performance Fees Capital Portfolios 130

Private Equity Wire

FEBRUARY 9, 2024

The firm expects to increase fee-based earnings by almost 30% this year to $1.1bn as well as attract more than $40bn in new investor capital, focusing on its fast-growing credit and insurance-based investment units. Carlyle also said it is aiming to increase profit margins and share buybacks substantially.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Performance Fees Management Fees 97

Pension Pulse

SEPTEMBER 4, 2024

MAM and PSP Investments have sold their 88% stake in AirTrunk. MAM and PSP Investments acquired a majority stake in AirTrunk in 2020. billion), it said on Wednesday, in what would be Blackstone's largest investment in the Asia Pacific region. Khuda, who established AirTrunk in 2015, will remain with the company as the CEO.

Investing 59

Investing Asset Management Stakes Assets 59

Pension Pulse

MARCH 19, 2024

Emilio Ghigini of Investing.com reports Redwood Trust and CPP Investments form $750M capital partnership: Redwood Trust, Inc. NYSE: NYSE: RWT ), a company specializing in housing credit, and Canada Pension Plan Investment Board (CPP Investments), announced a strategic capital partnership valued at $750 million.

Investing 59

Investing Performance Fees Finance Financing 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 per cent return of its reference portfolio.

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

OCTOBER 11, 2024

Should you invest $1,000 in BlackRock right now? if you invested $1,000 at the time of our recommendation, you’d have $826,130 !* The combination triples infrastructure AUM and doubles private markets run-rate management fees. BlackRock assumes no duty and does not undertake to update any forward-looking statements.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

JULY 14, 2023

Clients choose BlackRock for performance. We deliver durable long-term investment performance by executing on alpha opportunities, sourcing unique deals, and managing risk. The foundation of a market-leading asset management platform is comprehensive, high-quality investment products with strong long-term investment performance.

Asset Management 130

Asset Management Assets Banks Debt 130

The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

Investing 52

Investing Capital Shareholders Returns 52

Pension Pulse

MAY 24, 2023

Barbara Shecter of the National Post reports Canada Pension Plan investing board posts 1.3% return for year: The Canada Pension Plan Investment Board posted a net return of 1.3 Christine Dobby of the Toronto Star also reports CPP Investments posts 1.3% The CPP fund has a 10-year net return of 10 per cent. “Our

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

APRIL 18, 2024

Should you invest $1,000 in Blackstone right now? While changing market conditions take time to translate to financial results, including realizations and performance revenues, we are seeing positive momentum across many key forward indicators at our firm. Blackstone is built on long-term investment performance.

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 When one has, though, APFC will have the chance to reconsider its investments in other areas, like real estate, hedge funds, and even gold. percent on investment grade bonds.

Pension Funds 59

Pension Funds Hedge Funds Buyout Due Diligence 59

The Motley Fool

JULY 31, 2024

Should you invest $1,000 in Rithm Capital right now? if you invested $1,000 at the time of our recommendation, you’d have $635,614 !* We closed on our previously announced investment in our Sculptor CLO business, a captive CLO equity fund. The 10 stocks that made the cut could produce monster returns in the coming years.

Capital 130

Capital Amortization Shareholders Finance 130

The Motley Fool

AUGUST 5, 2024

Should you invest $1,000 in Simon Property Group right now? if you invested $1,000 at the time of our recommendation, you’d have $657,306 !* from investment activity related to ABG. And if anything, we'll step up our investment activity. Our conference call this evening will be limited to one hour. in the prior year, a 4.3%

Assets 130

Assets Portfolios Capital Investors 130

The Motley Fool

JULY 31, 2024

Should you invest $1,000 in Teladoc Health right now? if you invested $1,000 at the time of our recommendation, you’d have $635,614 !* And it further underscores the need to ensure we're achieving the expected impact of these investments, which is an area I expect us to further strengthen in short order.

Leveraging 130

Leveraging Taxes Returns Shareholders 130

Fortune Financial

MARCH 5, 2024

A 401k is a company-sponsored retirement plan that allows employees to elect contributions to be withheld from their wages and salaries and deposited into an investment account. This means staying informed about plan performance, fees and compliance requirements. What is 401k? Have you developed a recordkeeping system?

Taxes 52

Taxes Leveraging Financial Institutions Performance Fees 52

The Motley Fool

AUGUST 8, 2024

Should you invest $1,000 in Evolent Health right now? if you invested $1,000 at the time of our recommendation, you’d have $606,079 !* Overall, these repositioning investments have been the principal driver of the $13.7 Just going back to the performance fee margin ramp, you said 12% to 18% is possible there as those mature.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Liabilities Leveraging 130

The Motley Fool

JULY 28, 2023

And united, delivered by our colleagues gives us the ability to meet this demand and balance across our portfolio, capitalizing on innovation and momentum and investing to meet demand. Overall, in the quarter, our strong performance was driven by the strength of our Aon United strategy and Aon Business Services platform.

Capital 100

Capital Business Services Debt Liabilities 100

The Big Picture

JULY 4, 2023

WEINSTEIN: Sometimes like I said in terms of moving a battleship forward it’s just making sure that they have the best investment professionals for their existing strategies. You certainly know how your PMs are doing, which ones are the winners and which ones aren’t performing that well. We’d love some diversity.

Hedge Funds 59

Hedge Funds Funds Banks Capital 59

Pension Pulse

AUGUST 17, 2023

However, it recorded weaker performance in private equity, following double-digit returns over the past few years, while its office real estate holdings were affected by a structural transformation, including a significant shift to mobile work, offset by investments in the logistics segment of commercial real estate.

Pension Funds 52

Pension Funds Assets Debt Finance 52

The Motley Fool

AUGUST 2, 2023

While acquisitions contributed a portion of the year-over-year growth in adjusted EBITDA, we're also benefiting from a healthy mix of higher pull-through of specialty technology and services, as well as maturation of the performance we book. I do want to reiterate our relentless focus on translating profitable growth into cash flow.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Capital Prospects 100

The Big Picture

JUNE 13, 2023

I found this to be really a fascinating conversation about approaching the world of investing from a different angle. So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. RITHOLTZ: You describe what we now call junk bonds, we used to call high yield, what we now call distressed investing, we used to call vulture investing. But it was very tiny. RITHOLTZ: Right.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Motley Fool

OCTOBER 31, 2023

To get started investing, check out our quick-start guide to investing in stocks. But in the call, you see him saying things like, we're going to continue investing significantly in AI, that's the massive game changer. It's the world's biggest industrial real estate investment trust. A full transcript follows the video.

Depreciation 130

Depreciation Bidding Capital Companies 130

The Motley Fool

APRIL 12, 2024

Should you invest $1,000 in BlackRock right now? Momentum's accelerating, and we have line of sight into a breadth of significant mandates in investment management and technology, spanning client channels and geographies. With long-term investing, time in the markets is often more important than market timing.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

FEBRUARY 21, 2025

Should you invest $1,000 in Evolent Health right now? if you invested $1,000 at the time of our recommendation, youd have $858,668 !* Regarding our technology and services business, we continue to invest in automation and efficiencies to drive increased margins and better patient experience. Cash used in operations was $26.2

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

JANUARY 12, 2024

Should you invest $1,000 in BlackRock right now? All of us at GIP share in the vision of delivering better outcomes for clients and leading critical global investments that drive economic growth. Infrastructure investment is a fast-growing market. So, with that, I'll turn it over to Larry. and BlackRock wasn't one of them.

Assets 130

Assets Shareholders Asset Management Capital 130

The Big Picture

FEBRUARY 28, 2023

They have a very thoughtful approach and a very long-term approach to making investments in the private markets. David is on the global investment committee. I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. in Colorado.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

DECEMBER 23, 2024

There's hardly any arguing with the fact that investing in the stock market is one of the best ways to build wealth. Those who invest in these funds are essentially paying for unsatisfactory results. This means that had you invested $1,000 30 years ago, that position would be worth more than $19,000 today.

Stock Market 246

Stock Market Stock Market Mutual Funds Exchange-Traded Funds 246

The Motley Fool

FEBRUARY 4, 2025

If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $302,501 !* Apple: if you invested $1,000 when we doubled down in 2008, youd have $43,181 !*

Debt 130

Debt Assets Leveraging Shareholders 130

Private Equity Insights

FEBRUARY 10, 2025

Morgan Asset Management (JPMAM) introduced its first European Long-Term Investment Fund (Eltif). It offers exposure to over 1,000 private assets across multiple investment strategies. performance fee, subject to a 7% hurdle rate. Morgan Asset Management (JPMAM) introduced its first European Long-Term Investment Fund.

Asset Management 147

Asset Management Assets Private Equity Firms Private Equity Firms 147

Private Equity Wire

JANUARY 17, 2025

The firm also oversees a credit fund with over CAD43m for Wealthsimple Financial, an online investment platform also owned by Power. Sagard CEO Paul Desmarais III explained that the firm typically raises private equity funds with a minimum investment of CAD10m. Management fees are set at 1.5%, with performance fees of 12.5%

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

The Motley Fool

JULY 15, 2024

Should you invest $1,000 in BlackRock right now? if you invested $1,000 at the time of our recommendation, you’d have $791,929 !* Clients are coming to BlackRock as a thought leader, as a partner as they rethink their portfolios and investment technology. Our annualized effective fee rate was flat compared to the first quarter.

Assets 130

Assets Liabilities Leveraging Asset Management 130

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. If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. Next, the commercial and investment bank on Page 6.

Banks 243

Banks Investment Banks Investment Banking Capital 243

The Motley Fool

JANUARY 15, 2025

Should you invest $1,000 in BlackRock right now? if you invested $1,000 at the time of our recommendation, youd have $807,495 !* We executed breakthrough investment offerings and industry-leading partnerships. BlackRock assumes no duty and does not undertake to update any forward-looking statements. Operating income of 8.1

Assets 130

Assets Shareholders Capital Asset Management 130