The Motley Fool

APRIL 29, 2024

Some of the information we provide during today's call regarding our future expectations, plans, and prospects may constitute forward-looking statements. Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products. Before we proceed, I will read the safe harbor statement. million, up 1.7%

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

DECEMBER 19, 2024

Today's conference call may include forward-looking statements, including statements regarding Lennar's business, financial condition, results of operations, cash flows, strategies and prospects. 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.

Debt 242

Debt Assets Capital Banks 242

The Motley Fool

FEBRUARY 23, 2024

We appreciate the hard work and efforts of the management teams and employees at our portfolio companies and continue to be encouraged by the favorable performance of the companies in our diversified lower middle market and private loan investment strategies. There are currently tax rules that sunset in '25.

Capital 130

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

The Motley Fool

OCTOBER 31, 2024

At the end of September, the fair value of our equity portfolio included cumulative pre-tax unrealized gains of $7.8 Net unrealized investment gains included in other comprehensive income in the first nine months of 2024 were $283 million net of taxes, compared to net unrealized investment losses of $135 million net of taxes last year.

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 Capital 130

The Motley Fool

AUGUST 3, 2023

associated with scheduled repairs and maintenance occurring midyear, coupled with the impact of real estate tax assessments that will be substantially recovered by year-end. That -- we do have several prospects that they're looking for to suit. This was only a timing of expected spend. through the first half of the year.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

FEBRUARY 6, 2024

Some of the information we provide during today's call regarding our future expectations, plans, and prospects may constitute forward-looking statements. As customers and prospects move to the cloud to empower their AI-driven digital transformations, we expect a decrease in product license revenues.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

JANUARY 16, 2025

billion of pre-tax expense for the special assessment by the FDIC to the industry to recover losses from the failures of Silicon Valley Bank and Signature Bank. Second, we recorded a negative pre-tax impact to our market-making revenue of approximately $1.6 Our effective tax rate for the quarter was 6%. So, we think $17.6

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

JULY 14, 2023

Embedded in these results are after-tax divestiture-related impacts of approximately $92 million. Our effective tax rate this quarter was 27%, primarily driven by the geographic mix of our pre-tax earnings in the quarter. Excluding current quarter divestiture-related impacts, our effective tax rate was 26%. and non-U.S.

Banks 130

Banks Capital Investment Banks Investment Banking 130

The Motley Fool

AUGUST 2, 2023

Our pre-tax adjusted operating income was $1.4 per share, on an after-tax basis. These results reflect underlying business growth, including the benefits from a higher interest rate environment and favorable underwriting experience, partially offset by elevated expenses and lower variable investment and fee income.

Assets 100

Assets Capital Liabilities Asset Management 100

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. Government tax revenues will track higher, too, a fact often lost in the conversation about Canada’s pension system.

Taxes 59

Taxes Amortization Finance Financing 59

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. Please read the prospectus before investing.

Debt 52

Debt Returns Mutual Funds Capital 52

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. Please read the prospectus before investing.

Debt 52

Debt Mutual Funds Capital Assets 52

The Motley Fool

MAY 14, 2024

Income tax expense rose by 24% year on year to 14.1 billion renminbi, primarily driven by operating profit growth and higher provision for withholding tax. It will not generate an immediate revenue upon withdrawal, but it will be turned into an asset under management and would continue to generate wealth management fees over time.

Accounting 130

Accounting Business Services Portfolios Shareholders 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

JANUARY 4, 2022

New challenges will await, but rather than guessing at what will happen, investors can choose to trust markets and their long-term prospects. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. But markets are forward-looking and reflect optimism.

Mutual Funds 52

Mutual Funds Debt Assets Banks 52

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. The decline in net income year over year was primarily due to Virbela impairment charges, increased agent growth incentive stock compensation and a higher effective tax rate. in the U.S.

Legal 100

Legal Management Fees Leveraging Accounting 100

The Motley Fool

FEBRUARY 15, 2024

Typically, the fourth quarter is the strongest quarter of revenues for Walker & Dunlop Affordable Equity, formerly Alliant, due to the gains realized from the disposition of maturing tax credit deals. And as a result, investment management revenues were down quarter over quarter.

Debt 100

Debt Finance Financing Banks 100

The Motley Fool

JANUARY 15, 2025

We grew fee income across most categories, maintained our expense and credit discipline, and grew customer accounts and activity levels as we benefited from the investments that Charlie highlighted. per share of discrete tax benefits related to resolution of prior period matters. We also grew net interest income from the third quarter.

Banks 130

Banks Assets Investment Banks Investment Banking 130

Sara Grillo

APRIL 11, 2022

These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. Hourly financial advisors are not common. Jon Luskin.

Portfolios 52

Portfolios Investors Consultants Consulting 52

Pension Pulse

MAY 24, 2023

Management fees increased by $165 million, due to an increase in average assets managed by external fund managers. Other categories affecting our total cost profile include taxes and expenses associated with various forms of leverage. Our operating expense ratio was 28.6 bps and up marginally from 27.1

Investing 52

Investing Stakes Pension Funds Assets 52

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. Our as-adjusted tax rate for the fourth quarter was approximately 24%, driven, in part, by discrete items.

Assets 130

Assets Shareholders Asset Management Capital 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

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

FEBRUARY 5, 2025

All of these factors enabled us to end the year with after-tax adjusted operating income of $1.6 billion and after-tax adjusted operating earnings per share of $8.44, which represents growth of 10.2% The strong earnings power for GAAP was also apparent in our statutory results with full-year after-tax operating earnings of over $1.3

Capital 130

Capital Taxes Shareholders Consultants 130

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. I'll be your moderator for MicroStrategy's 2024 second-quarter earnings webinar. Before we proceed, I will read the Safe Harbor statement.

Debt 246

Debt Leveraging Capital Shareholders 246

The Motley Fool

JANUARY 25, 2024

What Hartford Funds' dividend report shows is that it's not a question of if dividend stocks are a smart buy for patient investors; it's a matter of which dividend stocks offer the best prospects. All REITs eventually contend with delinquencies, and IIP's management team has shown that it's up to the task of resolving them.

Investing 246

Investing Management Fees Prospects Taxes 246

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 Finance Financing Management Fees 130