This up-and-coming dividend growth stock has surged over 40% in the past year. Brookfield Asset Management (BAM -0.60%) has been on a bit of a tear, surging over 40% in the past year. The company, part of several subsidiaries of the sprawling Brookfield ecosystem, deals in managing investments in alternative assets. It's a relatively new stock, created by a spinoff a few years back. Investors may not yet fully appreciate the company's lucrative business model or the growth opportunities ahead. Here is what ...

February 7, 2023 KKR & Co. Inc. Overview Presentation – 4Q'24 February 2025 Legal Disclosures This presentation has been prepared by KKR & Co. Inc. solely for informational purposes for its public stockholders in connection with evaluating the business, operations and financial results of KKR & Co. Inc. and its subsidiaries (collectively, "KKR"), which includes The Global Atlantic Financial Group LLC and its subsidiaries (collectively, "Global Atlantic" or "GA"), unless the context requires otherwise. This ...

February 7, 2023 KKR & Co. Inc. Overview Presentation – 1Q'25 May 2025 Legal Disclosures This presentation has been prepared by KKR & Co. Inc. solely for informational purposes for its public stockholders in connection with evaluating the business, operations and financial results of KKR & Co. Inc. and its subsidiaries (collectively, "KKR"), which includes The Global Atlantic Financial Group LLC and its subsidiaries (collectively, "Global Atlantic" or "GA"), unless the context requires otherwise. This prese ...

Key Takeaways Blackstone aims to invest up to $500B in Europe over the next decade, citing strong regional growth. BX sees opportunity in Europe's rising defense spending and shifting economic policies. Blackstone has already invested nearly $100B in the U.K. and employs 650 staff in its London office.Blackstone’s (BX) CEO, Steve Schwarzman, told Bloomberg that the asset manager is planning to invest up to $500 billion in Europe over the next decade. Blackstone is already one of the largest foreign invest ...

Summary of GCM Grosvenor (GCMG) Conference Call Company Overview - **Company**: GCM Grosvenor (GCMG) - **Industry**: Alternative Asset Management - **Assets Under Management**: Approximately $82 billion across various strategies including private equity, infrastructure, real estate, credit, and absolute return [2][4] Key Points and Arguments Business Model and Competitive Advantage - GCM Grosvenor operates as a solutions provider, distinct from traditional General Partners (GPs) like Blackstone and KKR, by allocating capital on behalf of clients [4][5] - The firm offers a flexible investment approach, allowing clients to engage through customized separate accounts (75% of AUM) or commingled funds, enhancing its competitive edge [6][30] - The ability to invest across the alternative spectrum (liquid to private, credit to equity) is a core strength, enabling GCM to remain relevant in various investment discussions [6][7] Macro Environment and Business Impact - The current macroeconomic environment, characterized by trade policy concerns, interest rates, and economic growth, has led to public market volatility, impacting capital markets activity [8][10] - Despite these challenges, GCM anticipates improved fundraising in 2024 and 2025, driven by business diversification and customized account offerings [11][12] Fundraising Expectations - GCM has a predictable pipeline due to its customized account business, allowing for better forecasting of fundraising activities [14] - Key areas of investor activity include infrastructure and private credit, which are still developing allocations compared to private equity [15][16] Private Market Allocations - The pace of realizations in private equity has slowed, but GCM believes this is a healthy adjustment rather than a return to previous unsustainable cycles [18][19] - Clients are generally satisfied with their alternative portfolios, indicating a desire to maintain or grow allocations despite liquidity challenges [21][22] Individual Investor Market - GCM is focusing on the individual investor channel, aiming to provide a diversified alternative portfolio similar to institutional investors [39][40] - The firm has launched an infrastructure interval fund and formed a joint venture with Grove Lane to enhance its offerings in this space [38][45] Infrastructure and Private Credit - GCM's infrastructure business has grown significantly, with a focus on direct-oriented strategies, which are more prevalent than in private equity [50] - The firm offers a range of investment capabilities in both infrastructure and private credit, positioning itself to capitalize on market growth [48][52] Secondary Market Activity - The secondary market is expected to grow significantly, with GCM focusing on small and mid-cap opportunities where it has a relationship and information advantage [55][56] Long-term Goals - GCM aims to double its FRE (Fee-Related Earnings) in five years, supported by a positive mix shift towards private markets and direct-oriented strategies [57][59] Additional Important Insights - The firm emphasizes the importance of client relationships and transparency, which contribute to a high re-up rate of 90% for customized accounts [30][37] - GCM's approach to individual investors includes creating customized solutions that aggregate smaller investments into separate accounts, enhancing accessibility [47][48] This summary encapsulates the key insights from the GCM Grosvenor conference call, highlighting the company's strategic positioning, market outlook, and growth initiatives.

Key Takeaways Franklin agreed to acquire a majority interest in Apera, a pan-European private credit firm. The deal lifts BEN's global alternative credit AUM to $87B and total alternatives AUM to $260B. Apera enhances BEN's European private credit reach and supports its global alternatives strategy.Franklin Resources, Inc. (BEN) announced its latest move in expanding its alternative asset management capabilities with an agreement to acquire a majority interest in Apera Asset Management (Apera), a pan-Euro ...

GCM Grosvenor (GCMG) FY Conference June 04, 2025 09:40 AM ET Speaker0 Good morning, everyone. Thank you for joining us. We've got a really, really, what I call, cool company, Grossner. First, Adam Klauber, obviously with William Blair. Real quick compliance. Please see our disclosures for any compliance or or that sort of stuff. But Grozner is, you know, clearly an industry leader and, you know, really differentiated model with showing great track record of really nice compounding growth over time. And, you ...

Press contact:Fahd PashaTel.: +1 647 860 3777E-mail: Fahd.Pasha@capgemini.com North America high-net-worth individual population surges, while Europe and Middle East shrink U.S. led the world in growth in its millionaire population, adding 562,000 to reach 7.9 millionUltra-high net worth individual population rises by 6.2% worldwide High-net-worth individuals now allocate 15% of their portfolios to alternative investments, including cryptocurrencies Paris, June 4, 2025 – The Capgemini Research Institute’s W ...

David A. Johnson is founder and principal of Endurance Capital Management, a New Jersey Limited Liability Company. As an investor entrepreneur, David invests in stocks, bonds, options, ETFs, REITs, real estate, closed end funds and alternative investment funds such as hedge funds and private credit. With over 30 years’ experience in investing, David holds a Master of Science (MS) Degree in Finance, with a concentration in Investment Analysis, from Boston University, a Certificate in Financial Planning, and ...

F&G Annuities & Life (FG) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Lisa Foxworthy-Parker - SVP - Investor & External RelationsChris Blunt - CEOConor Murphy - CFO Conference Call Participants John Barnidge - Managing Director & Senior Research AnalystWes Carmichael - Senior AnalystMark Hughes - Analyst Operator Good morning, and welcome to F and G's First Quarter twenty twenty five Earnings Call. During today's presentation, all callers will be placed in a listen only mode. Followi ...