The Motley Fool

APRIL 29, 2024

As an operating business, we are able to use cash flows, as well as proceeds from equity and debt financing, to accumulate bitcoin, which serves as our primary treasury reserve asset. In addition, it also enables us to acquire bitcoin through the use of excess cash or proceeds from equity capital raises or corporate debt capital raises.

Leveraging 246

Leveraging Debt Assets Capital 246

The Motley Fool

MAY 28, 2024

Motley Fool host Alison Southwick and personal finance expert Robert Brokamp answer listener questions about 403(b) accounts and saving for college. When I retire in three years, can I transfer the Roth 401(k) to a money market or high yield savings account with no penalties or taxes? Got a question for the show?

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

FEBRUARY 15, 2024

Unless you manage that stock-based nest egg under one of the exceptions, such as Robinhood or Interactive Brokers , you'll need to open a new account with a crypto-trading service. This could be a minor hassle or a deal-breaker, depending on your willingness to manage yet another money-handling platform.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Investing Exchange-Traded Funds 130

The Motley Fool

JANUARY 29, 2024

And maybe you have stayed away from cryptocurrencies until now only because you don't want to open and fund another investing account with yet another firm, sharing your financial details and bank account numbers over the internet just to get started. Its platform accounts for just about 10% of U.S.

Investing 230

Investing Exchange-Traded Funds Assets Prospects 230

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. Management fees are up 22% and 92% of these management fees are from permanent capital vehicles. Thank you very much, Ann.

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

FEBRUARY 6, 2024

As an operating business, we're able to use cash flows, as well as proceeds, from equity and debt financings to accumulate Bitcoin, which serve as our primary treasury reserve asset. And three, debt financing. The blended cost of our debt is fixed at 1.6% We have issued $3.1 We've obtained $2.2

Leveraging 130

Leveraging Assets Debt Shareholders 130

The Motley Fool

FEBRUARY 23, 2024

During today's call, management will discuss non-GAAP financial measures, including distributable net investment income or DNII. Generally Accepted Accounting Principles, or GAAP, excluding the impact of non-cash compensation expenses. DNII is net investment income or NII as determined in accordance with U.S.

Capital 130

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

The Motley Fool

MAY 10, 2024

During today's call, management will discuss non-GAAP financial measures, including distributable net investment income, or DNII. Generally Accepted Accounting Principles or GAAP, excluding the impact of noncash compensation expenses. DNII is net investment income, or NII, as determined in accordance with U.S.

Capital 130

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

The Motley Fool

JANUARY 25, 2024

We expect to benefit from multiple engines of growth as these clients execute pension risk transfers, additional annuity sales, new insurance block deals, and separate accounts for sector-specific lending. Fee earning AUM increased 6% year over year, while base management fees rose 7% to a record $6.5 Good morning.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

MAY 1, 2024

Representing Prudential on today's call are Charlie Lowrey, chairman and CEO; Rob Falzon, vice chairman; Andy Sullivan, head of international businesses and PGIM, our global investment manager; Caroline Feeney, head of U.S. businesses; Yanela Frias, chief financial officer; and Rob Axel, controller and principal accounting officer.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

Pension Pulse

MAY 22, 2024

The Fund, which includes the combination of the base CPP and additional CPP accounts, achieved a net return of 8.0% Performance of the Base and Additional CPP Accounts The base CPP account ended the fiscal year on March 31, 2024, with net assets of $593.8 The base CPP account achieved an 8.1% for the fiscal year.

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

FEBRUARY 2, 2024

Our finance, accounting, legal, and real estate investment teams have had a busy year-end and beginning of 2024, closing over $1.2 Orange County, and Atlanta, both underperformed mainly for reasons related to bad debt, skips and evictions, and fraud. yield after management fees and actual capex and generated a 10.6%

Debt 130

Debt Taxes Capital Assets 130

SEI

AUGUST 2, 2022

Regarding carryover and accumulations of distributions, there were 12 different approaches, from returning annually to the endowment to moving excess into an investment reserves account. On average, 74% of the annual operating budget comes from the endowment management fee and institutional support/shared service agreement.

Hedge Funds 52

Hedge Funds Education Venture Capital Management Fees 52

The Motley Fool

JANUARY 12, 2024

We saw the deposit balance consumer accounts move lower this quarter but are now seeing more differentiation and behavior. In the lower average balance size accounts, the balances in there still remain at multiples of pre-pandemic levels, nearly three years past the last stimulus. They are modestly declining.

Banks 130

Banks Taxes Accounting Assets 130

ClearMoney

DECEMBER 5, 2021

As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 In addition, debt is generally a slow-moving variable whose expected value should be incorporated in market prices. Ballooning Debt.

Debt 52

Debt Mutual Funds Capital Assets 52

The Motley Fool

APRIL 22, 2024

Its account on one Chinese exchange was frozen, which they had a billion dollars that was locked up due to an investigation that apparently was not their fault and so they could not withdraw this billion dollars. They opened up accounts at this exchange under the name of Thai prostitutes. How did they get their bank accounts?

Hedge Funds 130

Hedge Funds Financial Institutions Funds Accounting 130

The Motley Fool

AUGUST 4, 2023

During today's call, management will discuss non-GAAP financial measures, including distributable net investment income, or DNII, D&I is net investment income, or NII, as determined in accordance with U.S. generally accepted accounting principles, or GAAP, excluding the impact of noncash compensation expenses.

Capital 147

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

The Motley Fool

JANUARY 12, 2024

With a strong common culture of serving clients with excellence, together, we will deliver for our clients a holistic global infrastructure manager across equity, debt, and solutions. BlackRock has developed a broad network of global corporate relationships through many years of long-term investments in both debt and equity.

Assets 130

Assets Shareholders Asset Management Capital 130

Pension Pulse

MAY 24, 2024

So did its costs, particularly the fees paid to external investment managers: from $36-million in 2006 to $3.5-billion Over all, combining management fees, operating expenses and transaction costs, the fund’s expenses now exceed $5.5-billion With independence comes accountability and, guess what, they aren’t delivering.

Pension Funds 109

Pension Funds Hedge Funds Investing Assets 109

Pension Pulse

FEBRUARY 22, 2024

CDPQ partly attributed the one-year outperformance of fixed income to the portfolio's "positioning in government debt, which benefited from lower rates in certain emerging countries, good execution in corporate credit and premiums on private debt that foster a high current return." for one year. return, compared with 7.7%

Returns 59

Returns Pension Funds Assets Debt 59

ClearMoney

JANUARY 4, 2022

A Focus on Inflation and Debt. Rising government debt levels may also lead some investors to worry about an adverse impact on stock returns. The US debt held by the public topped $22 trillion,10 up more than $5 trillion from the end of 2019 and 123% of GDP. But inflation concerns needn’t scare one away from fixed income.

Mutual Funds 52

Mutual Funds Debt Assets Banks 52

The Motley Fool

AUGUST 2, 2023

Representing Prudential on today's call are Charlie Lowrey, chairman and CEO; Rob Falzon, vice chairman; Andy Sullivan, head of international businesses and PGIM, our global investment manager; Caroline Feeney, head of U.S. businesses; Ken Tanji, chief financial officer; and Rob Axel, comptroller and principal accounting officer.

Assets 100

Assets Capital Liabilities Asset Management 100

The Motley Fool

NOVEMBER 9, 2023

Debt brokerage volume declined 52% year over year to $3.1 The non-multifamily acquisitions and financing markets have been very challenged in 2023, yet our team is finding capital and solutions for our clients, reflected in 21% or over $1 billion of our Q3 debt financing volume being on office, retail, hospitality, and industrial assets.

Asset Management 100

Asset Management Deal Flow Assets Financing 100

The Motley Fool

JANUARY 12, 2024

Total debit and credit card spend was up 7% year on year, driven by strong account growth, and consumer spend remained stable. Card outstandings were up 14% due to strong account acquisition and continued normalization of revolve. IB fees were also up 13% year on year, and we ended the year ranked No. Expenses of 8.7

Banks 130

Banks Capital Assets Investment Banking 130

ClearMoney

FEBRUARY 21, 2022

For example, on June 27, 2015, Greece closed its stock market after defaulting on its government debt. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. The Athens Stock Exchange stayed closed until August 3 of that year.

Mutual Funds 52

Mutual Funds Stock Exchanges New York Stock Exchange Education 52

Pension Pulse

AUGUST 17, 2023

per cent, with the help of recovering bond markets as interest rates rose and additional contributions from corporate credit and emerging country sovereign debt. CDPQ manages the funds of 48 depositors and adapts investment strategies to meet their objectives, taking into account their different risk tolerances and investment policies.

Pension Funds 52

Pension Funds Assets Debt Portfolios 52

Pension Pulse

MAY 24, 2023

to resolve its debt ceiling debacle and is looking to raise liquidity to take advantage of “opportunities” the fund sees in equity and fixed-income markets. The Fund, which includes the combination of the base CPP and additional CPP accounts, achieved a net return of 1.3% The base CPP account achieved a 1.4% for the fiscal year.

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. And climate change? This could not be less true today.

Taxes 59

Taxes Amortization Pension Funds Financing 59

The Motley Fool

APRIL 12, 2024

Revenue was up 8% year on year driven by higher Card Services NII on higher revolving balances, partially offset by higher card acquisition costs from new account growth and lower auto lease income. Card outstandings were up 13% due to strong account acquisition and the continued normalization of revolve. In terms of the outlook.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Capital Investment Banking 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 Portfolios Companies 130

This is going to be BIG.

JULY 8, 2013

If you''re looking to optimize for wealth or own a majority stake in a professional sports team, you''re better off doing buyouts, distressed debt, or hedge funds. VC funds just don''t scale and so you don''t get the huge management fees and other worldly carry that you do from funds with big Bs.

Venture Capital 167

Venture Capital Capital Crowdfunding Hedge Funds 167

The Motley Fool

JULY 14, 2023

From early April, clients stood on the sidelines as the debt ceiling played out, and we continued to experience very low levels of volatility throughout the quarter. In banking, the momentum in investment-grade debt has spread into other DCM products. And our net interest margin increased 7 basis points. We maintained a very strong $2.4

Banks 130

Banks Capital Investment Banking Investment Banks 130

The Motley Fool

FEBRUARY 7, 2024

Representing Prudential on today's call are Charlie Lowrey, chairman and CEO; Rob Falzon, vice chairman; Andy Sullivan, head of international businesses and PGIM, our global investment manager; Caroline Feeney, head of U.S. Businesses; Ken Tanji, chief financial officer; and Rob Axel, controller and principal accounting officer.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

The Motley Fool

JULY 14, 2023

Card outstandings were up 18% year on year, which was the result of revolver normalization and strong new account growth. IB fees were down 6% year on year, and we ranked at No. In advisory, fees were down 19%. Asset and wealth management reported a net income of 1.1 Expenses of 8.3 Investment banking revenue of 1.5

Banks 130

Banks Liabilities Capital Assets 130

The Big Picture

MARCH 27, 2023

And anything above the par value of the total debt on the capital structure belongs to the equity guys. So let’s get long this debt, which is trading at a fraction of what it was issued for. And it can be very complicated like Puerto Rico that had 19 different debt issues by different entities with different terms.

Hedge Funds 110

Hedge Funds Funds Assets Consultants 110

Sara Grillo

APRIL 11, 2022

This affords him the ability to work with people who are not yet wealthy but are likely to be: business owners who haven’t sold their businesses yet, doctors who are in residency burdened with debt, entrepreneurs who haven’t gone public yet, etc. SARA GRILLO, CFA: So do you have a discretion on the accounts… 0:25:08.6

Portfolios 52

Portfolios Investors Consultants Consulting 52

The Big Picture

JUNE 13, 2023

” We learned leverage finance, we learned real estate debt, we knew high yield, we knew opportunistic investment and we’re like, it’s never too late, it’s never too early and we decided to go with a huge $4 million AUM that we had gathered from friends and family. You were effectively into the real stuff.

Banks 57

Banks Asset Management Assets Capital 57