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

Pension Pulse

FEBRUARY 22, 2024

An additional investment in Boralex , a renewable energy leader specialized in wind, solar, hydroelectricity and storage, bringing CDPQ’s stake to 15%. Financial reporting CDPQ incurs costs to conduct its activities, including operating expenses, external management fees and transaction costs.

Returns 59

Returns Pension Funds Assets Debt 59

The Motley Fool

MAY 2, 2024

We reported another strong quarter of results for Blue Owl this morning with 12 straight quarters in consecutive management fee and FRE growth since we've been a public company. In GP stakes, we provide capital to the sponsors themselves. Collectively, our partner managers now manage nearly $1.8

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

OCTOBER 17, 2024

We have virtually no net debt, no insurance liabilities and a share count that is almost unchanged over the past seven years despite the extraordinary growth we've achieved. 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 Finance 130

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. billion or $0.94

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

APRIL 18, 2024

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 With respect to revenues, the firm's expansive breadth of strategies lifted management fees to a record $1.7 billion or $0.95

Assets 130

Assets Debt Banks Capital 130

Pension Pulse

MAY 24, 2023

per cent of CPP’s overall portfolio is in China, said the fund uses several tools to carefully evaluate its investments and avoids stakes in “companies involved in wrongdoings, especially violations of human rights.” “The Public Equities include absolute return strategies and related investment liabilities. Leduc, who said about 9.8

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

JUNE 13, 2023

But I also learned along the way that you rarely die, I mean as a company, from your P&L or from your assets, but you always die from your liabilities. Coming back to my comment, again, it’s your liability side. And so at times it’s effectively when the essential is at stake that people can react constructively.

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

FEBRUARY 6, 2025

On innovation, we've been very aligned with the ongoing evolution of the alternatives industry, focused on asset classes such as direct lending and GP stakes that have expanded to meet the financing needs of the private markets. billion GP stake fund investors in 2024 during a period where many GPs struggled to provide liquidity to their LPs.

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. billion, a record quarter for this channel, driven by our perpetually [Inaudible] and fundraise for GP stakes. Private wealth fundraising constituted $4.2

Capital 130

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

Pension Pulse

FEBRUARY 26, 2025

The reality is we have a strong portfolio that has been proven many times, and what matters is making sure that we have enough money all the time for the pension liabilities our clients need to deliver, and from that perspective we have very good starting point, he said. The Caisses management fees were 0.6

Pension Funds 59

Pension Funds Assets Portfolios Liabilities 59

Pension Pulse

MARCH 20, 2025

Ontario Teachers, which manages around 80% of its assets internally, made several investments last year. This includes selling an equity stake in New Zealands mobile tower company Connexa and acquiring a co-control stake in Stockholm-based financial adviser Max Matthiessen from private equity firm Nordic Capital.

Pension Funds 59

Pension Funds Assets Liabilities Funds 59

The Motley Fool

JANUARY 25, 2024

billion take-private of Tricon Residential, a partnership with Digital Realty to develop $7 billion of data centers and a joint venture with the FDIC to acquire a 20% stake in a $17 billion first mortgage portfolio from the former Signature Bank. Fee earning AUM increased 6% year over year, while base management fees rose 7% to a record $6.5

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

JANUARY 30, 2025

We've achieved these results while remaining true to our capital like brand-heavy open architecture model designed to serve a multitude of insurance clients without taking on any liabilities. First, with respect to fee-related earnings. Management fees rose 12% to a record $1.9 And our GP Stakes business appreciated 4.1%

Management Fees 130

Management Fees Assets Capital Funds 130