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how your conversations with maybe the consultant community, the regulators, the legislators are going around sort of this change?
How do you think about capital returns? It seems like you're going to be generating a ton of free cash flow
how are you thinking about maybe the payout relative to the earnings power?
One of the biggest pushbacks is as rates continue to work their way lower, the relative appeal of income-oriented vehicles is going down. So I was wondering, a, what are you hearing on the evolutio...
Any thoughts on how we should think about the comp within the FRE versus the comp on gross realizations?
can you unpack a little bit how you sort of see the interplay for the FRE margin? A very strong quarter this quarter
I was wondering if you could maybe flesh out how that may come together in terms of products or opportunities
How do you see the evolution of the commentary coming out of your conversations with the regulators as that takes shape into 2025 on the Trump administration
maybe you can unpack why only 5%? Are you still thinking 5% to 7% is the right long-term goal?
how should we think about the interplay between interest earning asset growth and capital return
Wondering how you think about maybe redeploying that to balance sheet growth versus other initiatives
how are you thinking about balance sheet growth into the second half of this year or maybe 2026
Can you talk to us through a little bit in terms of the ins and outs, and how you sort of see it