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. In direct lending, for instance, we provide financing solutions to sponsors for their portfolio companies. Thank you very much, Ann.

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

MARCH 20, 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. And games surpassing such DAU and revenue thresholds will contribute to long-term stability and growth of our game portfolio.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

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. NAV is defined as total assets minus total liabilities and is also reported on a per-share basis.

Capital 130

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

The Motley Fool

NOVEMBER 8, 2024

NAV is defined as total assets minus total liabilities and is also reported on a per share basis. Please note that certain information discussed on this call, including information related to portfolio companies, was derived from third-party sources and has not been independently verified.

Capital 130

Capital Asset Management Due Diligence Assets 130

The Motley Fool

FEBRUARY 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. In Japan, we launched expanded inheritance and new investment products to diversify our portfolio and meet a broader range of customer needs.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

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. Additionally, higher incentive and transaction fees resulted in an increase in other related revenues.

Assets 130

Assets Capital Liabilities Shareholders 130

The Motley Fool

OCTOBER 11, 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 combination triples infrastructure AUM and doubles private markets run-rate management fees. Our partnership with Microsoft and MGX.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

MAY 10, 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. NAV is defined as total assets minus total liabilities and is also reported on a per share basis.

Capital 130

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

The Motley Fool

OCTOBER 17, 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 insights we draw from our expansive platform and portfolio are highly valuable to them. Fee-related earnings were $1.2

Debt 130

Debt Management Fees Capital Assets 130

The Motley Fool

FEBRUARY 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. As Alan will detail, direct lending metrics remain strong, with no notable changes to the health of our portfolio companies. for 2024 or $0.18

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

The Motley Fool

APRIL 29, 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. Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products.

Leveraging 246

Leveraging Debt Assets Capital 246

The Motley Fool

AUGUST 4, 2023

NAV is defined as total assets minus total liabilities and is reported on a per share basis. Please note that certain information discussed on this call, including information related to portfolio companies, was derived from third-party sources and has not been independently verified.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

The Motley Fool

AUGUST 3, 2023

During this call, certain comments and statements we make may be deemed forward-looking statements within the meaning prescribed by the securities laws, including statements related to the future performance of our portfolio, our pipeline of potential acquisitions and other investments, future dividends and financing activities. We saw a 19.3%

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

APRIL 30, 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. On the Servicing portfolio, again, $857 billion of total Servicing. Of that, 99% of the portfolios added the money.

Capital 130

Capital Enterprise Values Assets Banks 130

The Motley Fool

JULY 26, 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. But yeah, asset management fees are up 14%, and a lot of that's because the amount of money they manage swelled to $5.7

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

The Motley Fool

JULY 14, 2023

billion, a credit reserve build for the First Republic lending portfolio of 1.2 Net charge-offs were 100 million, including 82 million in the office real estate portfolio. Asset and wealth management reported a net income of 1.1 The firm reported net income of $14.5 billion, EPS of $4.75 on revenue of 42.4 Revenue of 4.6

Banks 130

Banks Liabilities Capital Assets 130

The Motley Fool

OCTOBER 11, 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. During the quarter, we took the opportunity to reposition a portion of the investment securities portfolio. billion or $1.42

Banks 130

Banks Assets Capital Investment Banks 130

The Motley Fool

OCTOBER 21, 2024

They also discuss: What we can learn from King Charles' portfolio. That helps me understand how I might position over time in terms of size relative to the rest of the portfolio Mary Long: I'm Mary Long, and that's Asit Sharma, a senior analyst here at the Motley Fool and a frequent guest on the show. The math of winners vs. losers.

Capital 130

Capital Portfolios Returns Funds 130

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. We currently grade our overall portfolio as a B with a moderating outlook as compared to an A- with a moderating outlook last year.

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

AUGUST 2, 2023

Our FlexGuard suite has reached $15 billion of sales over the past three years, and our fixed annuity sales in the quarter represented over one-third of new business as we innovate our portfolio of annuity solutions to meet customer needs. Moving to Slide 5. On the retail end, outflows were 2.2 billion and were predominantly an equity story.

Assets 100

Assets Capital Liabilities Asset Management 100

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. I'd like to now turn the call over to Ben to discuss our portfolio and leasing activity in the fourth quarter and into 2024.

Taxes 100

Taxes Assets Capital Debt 100

The Motley Fool

FEBRUARY 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. And as a result, investment management revenues were down quarter over quarter. billion of at-risk loans are maturing over the next two years.

Debt 100

Debt Finance Financing Banks 100

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

JANUARY 19, 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. Within the business portfolio, average and ending loans declined 1% quarter over quarter. Let's start with the balance sheet.

Leveraging 130

Leveraging Banks Capital Portfolios 130

The Motley Fool

FEBRUARY 21, 2024

Before I turn the call over to the team, I wanted to provide a short summary on our 16-company Medici portfolio, a noncore asset that many holders have requested an update on. As a reminder, in April of 2021, our company entered into a limited partnership agreement with Pelion Ventures in Draper, Utah, to manage the Medici portfolio.

Assets 130

Assets Banks Shareholders Portfolios 130

The Motley Fool

JANUARY 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. Adjusted full year revenue grew 5% on a back of 9% NII improvement and strong asset management fees and sales and trading results.

Banks 130

Banks Taxes Accounting Assets 130

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. While losses in our credit card portfolio increased as expected, early delinquency performance of our recent vintages was aligned with expectations.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

DECEMBER 19, 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. All of Millrose's operating costs will be paid by Kennedy Lewis through its management fee and Millrose will have no employees of its own.

Assets 242

Assets Debt Capital Banks 242

The Motley Fool

JANUARY 15, 2025

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. per share of net losses on the sale of debt securities as we took the opportunity to further reposition a portion of the investment portfolio.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

MAY 14, 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. And then my follow-up question is on our investment portfolio. Consider when Nvidia made this list on April 15, 2005.

Accounting 130

Accounting Business Services Portfolios Shareholders 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

JANUARY 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. Asset and wealth management reported net income of 925 million with pre-tax margin of 28%. billion or 11%, predominantly driven by higher rates.

Banks 130

Banks Capital Assets Investment Banks 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. 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.

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

OCTOBER 30, 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. Management uses BTC to evaluate capital allocation decisions and to measure the achievement of our strategy. Let's go to the next slide.

Leveraging 130

Leveraging Shareholders Capital Debt 130

The Motley Fool

JULY 14, 2023

Credit normalization is happening faster in retail services given the profile of the portfolio. personal banking, and revenue from the investment portfolio was more than offset by declines in markets, investment banking, and wealth, as well as the revenue reduction from the closed exits and wind-downs. We maintained a very strong $2.4

Banks 130

Banks Capital Investment Banks Investment Banking 130

The Motley Fool

OCTOBER 11, 2024

Asset and wealth management reported net income of $1.4 billion was up 9% year on year, driven by growth and management fees on higher average market levels and strong net inflows, investment valuation gains, compared to losses in the prior year, and higher brokerage activity, partially offset by deposit margin compression.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130