The Motley Fool

MAY 7, 2024

There's a lot of investment income that's embedded in the portfolio that we haven't seen yet. I like what they're doing in their investment portfolio. Not a giant portion of their portfolio, but a lot and I love the management team, they're the only pure-play in specialty insurance in the space, and they have about a 1.1%

Accounting 245

Accounting Finance Financing Consultants 245

The Motley Fool

OCTOBER 11, 2024

Meade -- General Counsel and Chief Legal Officer Good morning, everyone. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Kapito, and General Counsel Christopher J. Christopher J.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

AUGUST 9, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Consider when Nvidia made this list on April 15, 2005. if you invested $1,000 at the time of our recommendation, you’d have $643,212 !*

Capital 130

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

The Motley Fool

SEPTEMBER 25, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. What are the pros and cons of going at it yourself or hiring a property manager to handle this stuff?

Investors 244

Investors Taxes Debt Legal 244

The Motley Fool

OCTOBER 31, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. 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

Liabilities 130

Liabilities Performance Fees Capital Portfolios 130

Private Equity Wire

FEBRUARY 29, 2024

For some investment professionals, they may simply like the idea of working more flexibly or part-time without the need to make substantial early “toil” investments in their team, operations, infrastructure and legals. The potential issues with deal-by-deal are less obvious and less well understood.

Due Diligence 97

Due Diligence Prospects Capital Funds 97

The Motley Fool

AUGUST 2, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Higher spread and fee income was the result of continued strong sales and the benefit of higher interest rates and equity markets.

Assets 130

Assets Liabilities Capital Collateral 130

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

Portfolios 52

Portfolios Investors Consultants Consulting 52

The Motley Fool

FEBRUARY 2, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Our finance, accounting, legal, and real estate investment teams have had a busy year-end and beginning of 2024, closing over $1.2

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

MAY 2, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Our increased premium volume reflects new business growth and more favorable rates on many lines within our international portfolio and select U.S.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

The Motley Fool

MAY 1, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The 10 stocks that made the cut could produce monster returns in the coming years. We reported an 11% increase in revenue, as I discussed previously.

Accounting 130

Accounting Liabilities Legal Leveraging 130

Hedgestone

JUNE 18, 2024

Valuation expertise to price businesses accurately Marketing strategies tailored to attract serious buyers Negotiation skills to secure favorable deals Handling of paperwork and legalities efficiently Moreover, their negotiation skills can be the difference between a good deal and a great one. What is the management fee for a broker?

Management Fees 52

Management Fees Leveraging Fee Structure Professional Services 52

The Motley Fool

FEBRUARY 27, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. For example, 2023 saw strong rollouts for adult-use sales in Missouri and Maryland and Ohio legalized adult-use in November.

Taxes 100

Taxes Assets Capital Debt 100

The Motley Fool

NOVEMBER 5, 2024

We've created a defensive and diversified real estate portfolio consisting of top-tier clients to drive stable and predictable cash flow. Turning to portfolio operations. But we've heard certain comments around there being a difference in when you're buying a large portfolio versus the one-off market. At quarter end, we held $5.2

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

JULY 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. billion or 21%, largely driven by higher investment banking revenue and asset management fees. NIR ex markets was up 7.3 billion or 56%.

Banks 130

Banks Capital Finance Financing 130

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 Assets Capital Mergers and Acquisitions 130

The Motley Fool

MAY 28, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. I feel like that's legally required. Consider when Nvidia made this list on April 15, 2005. Robert BroKamp: [laughs] Standard.

Taxes 130

Taxes Accounting Education Shareholders 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. They could simply carry on trying to maximize returns. So it’s squarely on strategy for us.”

Investing 52

Investing Collateral Pension Funds Asset Management 52

The Motley Fool

JULY 14, 2023

billion, a credit reserve build for the First Republic lending portfolio of 1.2 billion, or 8% year on year, primarily driven by higher compensation expense, including wage inflation and higher legal expense. Net charge-offs were 100 million, including 82 million in the office real estate portfolio. billion, EPS of $4.75

Banks 130

Banks Liabilities Capital Assets 130

The Motley Fool

OCTOBER 15, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. billion growing 8% over the prior year, led by 14% growth in asset management fees that Brian highlighted earlier. rate reported.

Banks 130

Banks Leveraging Assets Capital 130

The Motley Fool

FEBRUARY 22, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. So, there's definitely what we call risk management. So, there's some risk management fees because just our legal costs are going up significantly.

Legal 100

Legal Management Fees Leveraging Accounting 100

The Big Picture

JUNE 7, 2023

And what they want is uncorrelated alpha and you take that concept, but then you look at the traditional long, short hedge fund and they are running portfolios of less than 30 percent Indio, which means that those returns are highly dependent on macro factors, very unpredictable factors that that you’ll be subject to. You have to be.

Hedge Funds 110

Hedge Funds Funds Capital Management Fees 110

The Motley Fool

APRIL 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. billion were down 4% year on year predominantly driven by lower legal expense. Equity Markets was flat. Securities Services revenue of $1.2

Securities and Exchange Commission (SEC) 130

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

Pension Pulse

MAY 24, 2023

“Despite significant declines in global equity and fixed income markets during our fiscal year, our investment portfolio remained resilient, delivering stable returns while outperforming major indexes.” So we kind of had headwinds and tailwinds in the portfolio, which is the point of diversification,” Graham said. CPP said it earned 1.3

Investing 52

Investing Stakes Pension Funds Assets 52

The Motley Fool

AUGUST 3, 2023

Rent collection for IIPs operating portfolio was 97% for the quarter. Ben will provide more detail on that project and the status of leasing for other projects in our portfolio. Maryland's adult-use cannabis program saw first legal sales on July 1, including over $10 million in sales in the first weekend alone.

Debt 189

Debt Legal Capital Portfolios 189

The Motley Fool

SEPTEMBER 5, 2023

Only a small portion of its network still uses these cables, and it would likely take the legal system years to establish financial culpability, if any exists. Without federal reform, multi-state operators (MSOs) have been entirely reliant on legalizations in individual states to expand. 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 was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. But it’s interesting that you really can pinpoint the difference in return because there’s this sort of impatient or overzealousness in trading your portfolio. MIELLE: So there you go. MIELLE: Exactly.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

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

NOVEMBER 7, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Of these 108 properties, 105 properties are included in our operating portfolio, which was 95.7%

Legal 244

Legal Debt Assets Banks 244

The Motley Fool

AUGUST 1, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Consider when Nvidia made this list on April 15, 2005. if you invested $1,000 at the time of our recommendation, you’d have $717,050 !*

Debt 246

Debt Leveraging Capital Shareholders 246

The Big Picture

JANUARY 7, 2025

It’s also legal and regulatory. And we get asked by pension plans, endowments, foundations, family offices saying, Hey, we’ve held this portfolio now for eight years, nine years, it’s getting long in the tooth. You think it’s more than just the tech companies? There’s not that many participants.

Capital 52

Capital Hedge Funds Buyout Startups 52

Pension Pulse

NOVEMBER 7, 2024

He called out a sharp increase in third-party management fees, expanded staffing and higher wage and benefits costs, “without a corresponding increase to return on investment.” He said AIMCo’s clients were not informed in advance of the changes, citing legal considerations. billion in assets under management.

Pension Funds 64

Pension Funds Management Fees Finance Financing 64

Private Equity Insights

MARCH 13, 2025

However, challenges such as limited liquidity, opaque valuations, and higher fee structures have made plan sponsors hesitant. Apollos CEO, Marc Rowan, recently underscored the potential of private investments in retirement portfolios, stating that returns from such strategies are 50% to 100% better than conventional options.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Fee Structure Pension Funds 147