RETIREMENT ASSET MANAGEMENT BENEFITS & PROTECTION Fourth Quarter 2025 Earnings and 2026 Outlook PRINCIPAL FINANCIAL GROUP February 9, 2026 Audience disclosure Key takeaways | | 12% | 92% | 15.7% | | --- | --- | --- | --- | | Delivered on 2025 outlook | FY EPS growth1 | FY FCF %2 | ROE3 | | | (9-12% target) | (75-85% target) | (14-16% target) | | | | 2025 Highlights4 Capital • Returned $448M capital to shareholders during 4Q25, including $275M of share repurchases and $172M of common stock dividends; bringin ...

Apollo Global Management (NYSE:APO) 2026 Conference February 10, 2026 08:50 AM ET Company ParticipantsMartin Kelly - CFOConference Call ParticipantsMike Brown - Asset Management AnalystMike BrownAll right. Hello. I'm Mike Brown, the U.S. Asset Management and Broker Analyst here at UBS. It's my pleasure to introduce you to Martin Kelly, the CFO of Apollo Global Management. Apollo today is one of the world's largest alternative asset managers, with AUM totaling $938 billion. So Martin, thank you so much for j ...

Core Insights - Lawrence Fuller has 30 years of experience managing portfolios for individual investors and founded Fuller Asset Management to achieve independence [1] - Fuller Asset Management manages the Focused Growth portfolio on Dub, a copy-trading platform approved by US securities regulators [1] - The Portfolio Architect group, led by Fuller, focuses on an all-weather investment strategy aimed at consistent risk-adjusted market returns [1] Company Overview - Fuller Asset Management (FAM) is a state-registered investment adviser [3] - The firm provides educational information and does not make offers for specific securities or investment strategies [3] - FAM emphasizes that past performance should not be relied upon without understanding market conditions and investment constraints [3] Investment Strategy - The Portfolio Architect offers portfolio construction guidance, an "All-Weather" model portfolio, and a dividend and options income portfolio [1] - Additional features include daily briefs on current events, a week-ahead newsletter, technical and fundamental reports, trade alerts, and 24/7 chat support [1]

Group 1 - Vanguard has established a strong reputation on Wall Street due to its conservatively managed business model and low-cost investment products [1] - The company is the second-largest ETF issuer globally, managing over $4 trillion in assets, and is on track to potentially surpass BlackRock in the next year or two [1] - Vanguard offers more than 100 ETFs, most with expense ratios of 0.1% or less, but not all ETFs are equally recommended [2] Group 2 - The Vanguard High Dividend Yield ETF (VYM) is the third-largest dividend ETF with over $72 billion in assets and an expense ratio of 0.04% [3] - The ETF has a yield of 2.3%, which is more than double that of the S&P 500, making it appear attractive at first glance [3] - The fund tracks the FTSE High Dividend Yield Index, which includes companies with above-average dividend yields, but the selection methodology is criticized for being too lax [4] Group 3 - The definition of "high yield" used by the ETF is considered too loose, allowing stocks with yields only slightly above the average to qualify [5] - A more selective high-yield strategy is suggested, either by narrowing the number of qualifying stocks or setting a minimum yield threshold [6] - The ETF holds over 500 stocks, which may dilute the portfolio's effectiveness, indicating a need for a more focused high-yield strategy [7]

Core Insights - BlackRock CEO Larry Fink highlights the economic anxiety felt by younger generations, particularly Gen Z and Millennials, who believe that older generations have created systems that primarily benefit themselves [1][2] - Fink acknowledges the frustration of younger Americans, stating that Baby Boomers have prioritized their financial well-being at the expense of future generations [2] Group 1: Retirement Challenges - Fink argues that retirement has become significantly more challenging due to increased life expectancy, with current systems failing to adapt accordingly [3] - He notes that retirement today is "a much harder proposition than it was 30 years ago" and will continue to be so in the future [3] - The traditional pension system is declining, and Social Security is under pressure, leaving many workers feeling unsupported [4] Group 2: Financial Security Concerns - Nearly half of Americans aged 55 to 65 have no savings in personal retirement accounts, exacerbating the financial insecurity felt by younger generations [5] - Rising inflation, increasing housing costs, and stagnant wages contribute to the perception that a secure retirement is unattainable for Millennials and Gen Z [5] Group 3: Barriers to Investment - Fink identifies fear, rather than ignorance or apathy, as the primary barrier preventing individuals from investing [7] - He emphasizes that the uncertainty about the future discourages people from committing their money to long-term investments [7]

NEW YORK, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Mount Logan Capital Inc. (Nasdaq: MLCI) (“Mount Logan” or the “Company”) today announced that Brandon Satoren will assume the role of Chief Financial Officer and Corporate Secretary, effective April 1, 2026. Mr. Satoren will succeed Nikita Klassen, who will remain at the Company as Chief Financial Officer through March 31, 2026. “Brandon is a proven, growth-oriented leader with a deep understanding of our business, financial operations, and strategic priorities,” ...

NEW YORK, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Mount Logan Capital Inc. (Nasdaq: MLCI) (“Mount Logan” or the “Company”) today announced that Brandon Satoren will assume the role of Chief Financial Officer and Corporate Secretary, effective April 1, 2026. Mr. Satoren will succeed Nikita Klassen, who will remain at the Company as Chief Financial Officer through March 31, 2026. “Brandon is a proven, growth-oriented leader with a deep understanding of our business, financial operations, and strategic priorities,” ...

Core Viewpoint - Burford Capital Limited will release its financial results for the fourth quarter of 2025 and the full year of 2025 on February 26, 2026, with a conference call scheduled for the same day to discuss these results [1]. Group 1: Financial Results Announcement - Burford Capital will announce its financial results for 4Q25 and FY25 on February 26, 2026, at 8:00 AM EST / 1:00 PM GMT [1]. - A conference call for investors and analysts will take place at 9:00 AM EST / 2:00 PM GMT on the same day [1]. - Pre-registration for the conference call is encouraged to ensure swift access [1]. Group 2: Conference Call Details - The dial-in numbers for the conference call include +1 (646) 307-1951 (USA) and +44 (0)20 8610 3526 (UK) [1]. - Participants are advised to join the call by 8:40 AM EST / 1:40 PM GMT to minimize the risk of delayed access [1]. - A live audio webcast and replay will be available, with pre-registration recommended [1]. Group 3: Investor Relations Contacts - For investor inquiries in the Americas, Josh Wood is the Head of Investor Relations, reachable at +1 212 516 5824 [1]. - For inquiries in EMEA & Asia, Rob Bailhache serves as the Head of EMEA & Asia Investor Relations, available at +44 (0)20 3530 2023 [1]. - Press inquiries can be directed to David Helfenbein, Senior Vice President of Public Relations, at +1 646 504 7074 [1].

Liberty Mutual’s asset-management arm agreed to back Ara Partners’ infrastructure and energy strategies, in the latest partnership between an insurer and an alternative investment firm https://t.co/659DkSZv1z ...

Core Viewpoint - Schroders and Apollo have formed a partnership to create investment solutions targeting the wealth and retirement markets, leveraging their combined expertise in public and private markets [1][3]. Group 1: Partnership Details - The collaboration will focus on developing new products that integrate public and private fixed income assets, aiming to provide UK clients with enhanced diversification and risk-adjusted returns [2]. - The first joint product is anticipated to be launched later this year [2]. - Apollo manages approximately $908 billion in assets and specializes in asset management and retirement services [2][6]. Group 2: Strategic Goals - The partnership aims to address the growing societal need for reliable income solutions by developing innovative hybrid products [3][5]. - Schroders plans to allocate funds managed for certain clients to Apollo, focusing on investment strategies that complement Schroders Capital's offerings [3][6]. Group 3: Future Developments - A Collective Investment Trust is being prepared for the defined contribution pension sector in the US, scheduled for launch in the second quarter of 2026, utilizing resources from both Schroders Capital and Apollo [4]. - The partnership is expected to deliver better outcomes for clients, offering unique investment solutions across the wealth and retirement landscape in both the UK and the US [5].