The Motley Fool

MAY 10, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per share basis. The Motley Fool has no position in any of the stocks mentioned.

Capital 130

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

The Motley Fool

APRIL 30, 2024

As you think about all these comments, we're super excited where we are with the business and the prospects for the future. So, in other words, as we grow our CLO business and we create management fees for Sculptor or we make investments in other things, whether it would be alongside Sculptor or actually in Sculptor.

Capital 130

Capital Enterprise Values Assets Banks 130

The Motley Fool

AUGUST 2, 2023

As we look ahead, we are well positioned as a global leader at the intersection of asset management and insurance. Our insurance and retirement businesses, in turn, provide a source of growth for PGIM through affiliated net flows, as well as unique access to insurance liabilities. Moving to Slide 5. I would highlight a couple of areas.

Assets 100

Assets Capital Liabilities Asset Management 100

The Motley Fool

JANUARY 12, 2024

I know I speak for the entire BlackRock board of directors, BlackRock's leadership team, and all of our employees when I say we could not be more excited about the prospects of the BlackRock family with our colleagues from GIP. The integration will nearly double our private markets management fees to over 1.5

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

FEBRUARY 21, 2024

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. This partnership came with an annual management fee, in addition to upside deal economics, in exchange for them nurturing these companies and building value.

Assets 130

Assets Banks Shareholders Portfolios 130

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns.

Debt 52

Debt Returns Mutual Funds Capital 52

The Motley Fool

JULY 14, 2023

It's hard to disconnect those macro factors like rates, inflation, the prospect of a recession from what we're seeing in wealth. And the other has been the fee revenue from an investment management fee point of view. And I think there are two dynamics that have played out. The Motley Fool has a disclosure policy.

Banks 130

Banks Capital Investment Banks Investment Banking 130

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. 3General government debt from OECD (2021). 5Reuters (2011).

Debt 52

Debt Mutual Funds Capital Assets 52

The Motley Fool

FEBRUARY 15, 2024

Our servicing activities, including recurring servicing fees and related placement fees, generated Q4 revenues of $121 million, up 18% year over year, offsetting the majority of the decline from investment management fees. Willy Walker -- Chairman and Chief Executive Officer Thank you, Greg.

Debt 100

Debt Financing Finance Banks 100

The Motley Fool

FEBRUARY 22, 2024

Before turning it over to Leo, I'll conclude with a few takeaways from 2023 and why I'm so optimistic about eXp's prospects in 2024 on the next slide. 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. in the U.S.

Legal 100

Legal Management Fees Leveraging Accounting 100

The Motley Fool

MAY 14, 2024

And so, even today, without the share price, it's still attractive, given the fact that our profit has increased quite substantially, given the fact that the value of our investment portfolio has been increasing, and also given the fact that our long-term prospect is actually very good. The Motley Fool has positions in and recommends Tencent.

Accounting 130

Accounting Business Services Portfolios Shareholders 130

Pension Pulse

JUNE 15, 2023

The Plan returned (2.3%) in 2022 net of management fees, exceeding the policy benchmark by 5.2%. CAAT continues to focus on long-term returns, so our members can be confident their retirement savings are backed by a strong track record of prudent management to fulfill every pension dollar promised.

Hedge Funds 52

Hedge Funds Assets Funds Consultants 52

The Motley Fool

JANUARY 16, 2025

In the fourth quarter, we reported revenue of $6 billion, growing 15% over the prior year and led by 23% growth in asset management fees. So, I think your first question was if we get the deposit growth we anticipate, do we think we'll use some of that to pay off some of the higher cost liabilities on the balance sheet?

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

JANUARY 15, 2025

Middle market banking revenue was down 2% from a year ago, driven by lower net interest income, reflecting higher deposit costs, partially offset by growth in treasury management fees. The one thing I just do want to say though, when we think about returns, we feel really great about the prospects here.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

OCTOBER 31, 2024

professional liability and general liability portfolios, where we took underwriting actions to improve profitability. Favorable development in the first nine months of 2024 was most notable within our international professional liability product lines. We feel good about our longer-term prospects here. Please go ahead.

Liabilities 130

Liabilities Performance Fees Capital Portfolios 130

The Motley Fool

OCTOBER 17, 2024

The Blackstone portfolio consists of $70 billion of data centers and over $100 billion in prospective pipeline development, including AirTrunk and facilities under construction. Notwithstanding the temporary impact from these fee holidays, management fees in the third quarter increased 8% year over year to a record $1.8

Debt 130

Debt Management Fees Assets Financing 130

The Motley Fool

AUGUST 3, 2023

We continue to strive as we have from the very beginning, to be as transparent and detailed as we can about our business and prospects, especially in the context of ongoing challenges in the macro economy that we are all experiencing and in the regulated cannabis industry in particular, which we have noted in the past several calls.

Debt 189

Debt Legal Capital Portfolios 189

The Motley Fool

JULY 20, 2023

And we have no insurance liabilities. We've always believed in extreme conservatism in managing our capital structure and the structure of our funds. As the largest manager today, Blackstone has led the adoption of alternatives, which have revolutionized the field of investment management. Our prospects are accelerating.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

APRIL 18, 2024

And there is an additional $50 billion in prospective future development pipeline. The firm itself could not be in a stronger position with minimal net debt and no insurance liabilities, allowing us to distribute $4.7 Fee-related earnings increased 12% year over year to $1.2 billion or $0.95

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

OCTOBER 30, 2024

Some of the information we provide during today's call regarding our future expectations, plans and prospects may constitute forward-looking statements. Management uses BTC to evaluate capital allocation decisions and to measure the achievement of our strategy. It prospects and drills. You can't put crude oil in your Boeing jet.

Leveraging 130

Leveraging Shareholders Debt Capital 130

Pension Pulse

MAY 24, 2023

Asset and Geography Mix CPP Investments, inclusive of both the base CPP and additional CPP Investment Portfolios, is diversified across asset classes and geographies: 1 Fixed income consists of cash and cash equivalents, money market securities and government bonds, all net of financing liabilities. Our operating expense ratio was 28.6

Investing 52

Investing Stakes Pension Funds Assets 52

Pension Pulse

FEBRUARY 12, 2024

An expansion of the CPP would transfer these risks from individual workers to the government, which is much better placed to manage them, as it can pool risks across all Canadian workers and across generations of workers. The CPP is also fully portable, making it easier to change jobs. This could not be less true today.

Taxes 59

Taxes Amortization Financing Finance 59

The Motley Fool

AUGUST 1, 2024

Some of the information we provide during today's call regarding our future expectations, plans, and prospects may constitute forward-looking statements. And it does not take into account debt and other liabilities. I'll be your moderator for MicroStrategy's 2024 second-quarter earnings webinar.

Debt 246

Debt Leveraging Capital Shareholders 246

The Motley Fool

FEBRUARY 6, 2025

Between the strip sales, other opportunistic liquidity events, and regular distributions for partner manager earnings from our flagship products, we distributed $2.4 This not only benefits the current investors in our strategy to provide an excellent case study for prospective investors. trillion of assets under management.

Capital 130

Capital Mergers and Acquisitions Management Fees Securities and Exchange Commission (SEC) 130

The Motley Fool

OCTOBER 31, 2024

Over the last 12 months, we have grown management fees by 26%, fee-related earnings by 27%, and distributable earnings by 22%, all compared to the prior-year period. Management fees are up 26%, and 91% of these management fees are from permanent capital vehicles. AUM not yet paying fees, was $21.7

Capital 130

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

The Motley Fool

FEBRUARY 5, 2025

operations, and other fees charged to our operating companies, specifically asset management fees. What do you think the prospects are for you '25 possibility? Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Capital 130

Capital Taxes Shareholders Consulting 130

The Motley Fool

JANUARY 25, 2024

and our prospects are very strong. We continue to be optimistic about our prospects in the vast and underpenetrated private wealth channel, given our performance, the investment we've made in distribution, and our highly differentiated brand. Fee related earnings were $4.3 Blackstone is an extraordinary place. Good morning.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

JULY 18, 2024

Our portfolio today consists of $55 billion of data centers, including facilities under construction, along with over $70 billion in prospective pipeline development. Notwithstanding the temporary impact from these fee holidays, management fees increased 5% year over year to a record $1.8 Fee-related earnings were $1.1

Assets 130

Assets Financing Finance Management Fees 130

The Motley Fool

JANUARY 30, 2025

Our positioning has never been stronger nor our prospects brighter. economy, historically tight financing spreads, greater debt availability, the prospects of a more business-friendly regulatory climate and importantly, accelerating technological innovations have given us confidence to deploy capital at scale. I will catch it.

Management Fees 130

Management Fees Assets Capital Funds 130