Sentences with phrase «equity products as»

In that role, Mike focused on supporting Passive Equity products as a subject matter expert and a liaison between the portfolio management team and the client - facing functions at SSGA.

Not exact matches

Before, you had to be «accredited» to receive equity, as opposed to products or gifts à la Kickstarter or Indiegogo, in return for an investment.

Before she was sworn in as head of the SBA in 2009, Mills was president of the private - equity firm MMP Group, which invested in businesses in the consumer products, food, textiles and industrial components industries.

For instance, under recent scrutiny are negotiable certificates of deposits (NCD), a kind of short - term bond, and niche products like perpetual notes, a long - term debt instrument that can be listed as equity rather than debt on balance sheets.

It's the technology underpinning popular cryptocurrencies like bitcoin and ether, and companies that use blockchains to build their core products can also use them to create tokens as a form of equity.

Field has chosen CircleUp, a consumer products equity crowdfunding site, as platform of choice — and plans to use social media to drum up investor interest among his fans in the next few weeks.

The Firm delivered progress across many of our key initiatives, increasing client penetration in equity derivatives and interest rate products as well as achieving a significant milestone in the integration of MSSB with the initial roll out of our new technology platform.

We're looking for people who can speak on summit topics such as fintech, crowdfinance, online lending / debt, P2P marketplaces, equity crowdfunding, royalties, new funding models, alternative finance, crowdsales (ICOs), rewards and product pre-sale, social impact, real estate, crowdsourcing, innovation and other trending topics.

The firm specializes in strategies such as credit hedge funds, long only funds and separate account, distressed - for - control private equity, collateralized loan obligations, mutual funds, closed - end funds, ETFs and non-traded products.

While the best interest contract exemption (the BIC, or BICE) would allow advisors to continue to sell traditionally commission - based products, such as variable and equity indexed annuities, it also exposes the insurance carrier to a heightened liability standard.

He served as a senior equity analyst, where he was responsible for the creation of new investment tools and instructional products to provide the revenues for two new investment education companies.

Under the Bonus Plan, our compensation committee, in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating expenses, operating income, operating margin, overhead or other expense reduction, product defect measures, product release timelines, productivity, profit, return on assets, return on capital, return on equity, return on investment, return on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.

If we terminate Mr. Drexler's employment without cause or he terminates his employment with good reason, Mr. Drexler will be entitled to receive (i) a payment of his earned but unpaid annual base salary through the termination date, any accrued vacation pay and any un-reimbursed expenses, and (ii) subject to Mr. Drexler's execution of a valid general release and waiver of claims against us, as well as his compliance with the non-competition, non-solicitation and confidential information restrictions described below, (a) a payment equal to his annual base salary and target cash incentive award, one - half of such payment to be paid on the first business day that is six (6) months and one (1) day following the termination date and the remaining one - half of such payment to be paid in six equal monthly installments commencing on the first business day of the seventh calendar month following the termination date, (b) a payment equal to the product of (x) the last annual cash incentive award Mr. Drexler received prior to the termination date and (y) a fraction, the numerator of which is the number of days of service completed by Mr. Drexler in the year of termination and the denominator of which is 365, such amount to be paid on the first business day that is six (6) months and one (1) day following the termination date, and (c) the immediate vesting of such portion of unvested restricted shares and stock options as provided and pursuant to the terms of the relevant grant agreements under our 2003 Equity Incentive Plan.

Where, exactly, the line is drawn that defines a new product as smart beta or not is still fuzzy, but the broad common trend so far has been that the vast majority of these new products has been focused on equities.

Investors have a tendency to downplay interest rate sensitivity as a factor influencing equity products, with the assumption being that its effect must be negligible at most.

Its Wholesale Banking segment offers commercial loans and lines of credit, letters of credit, asset - based lending, equipment leasing, international trade facilities, trade financing, collection, foreign exchange, treasury management, merchant payment processing, institutional fixed - income sales, commodity and equity risk management, corporate trust fiduciary and agency, and investment banking services, as well as online / electronic products.

These investments, generally made in the form of a convertible debenture or as an equity investment, will help the companies develop their products or services and attract additional investment.

Previously within GEBS, he served as a portfolio manager and product specialist for US equity strategies and synthetic beta strategies, including commodities, buy / write, and hedge fund replication.

Prior to Avanti, Mr. Scal served as Executive Vice President and a member of the board of directors of CamelBak Products LLC, an outdoor equipment company, Senior Vice President at Kransco Partners LLP, a private equity firm, Director of Business Development at Kransco Group Companies, a toy company, Director of Development at Visa International, a financial services company, Product Manager at General Mills, a food products company, and as an analyst at Cambridge AssProducts LLC, an outdoor equipment company, Senior Vice President at Kransco Partners LLP, a private equity firm, Director of Business Development at Kransco Group Companies, a toy company, Director of Development at Visa International, a financial services company, Product Manager at General Mills, a food products company, and as an analyst at Cambridge Assproducts company, and as an analyst at Cambridge Associates.

Given the absence of a public trading market of our common stock, and in accordance with the American Institute of Certified Public Accountants Accounting and Valuation Guide, Valuation of Privately - Held Company Equity Securities Issued as Compensation, our board of directors exercised reasonable judgment and considered numerous and subjective factors to determine the best estimate of fair value of our common stock, including independent third - party valuations of our common stock; the prices at which we sold shares of our convertible preferred stock to outside investors in arms - length transactions; the rights, preferences, and privileges of our convertible preferred stock relative to those of our common stock; our operating results, financial position, and capital resources; current business conditions and projections; the lack of marketability of our common stock; the hiring of key personnel and the experience of our management; the introduction of new products; our stage of development and material risks related to our business; the fact that the option grants involve illiquid securities in a private company; the likelihood of achieving a liquidity event, such as an initial public offering or a sale of our company given the prevailing market conditions and the nature and history of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest rates, and the general economic outlook.

The program will cover all aspects of Crowdfunding including equity, debt / lending, rewards, pre - sale / product, causes, and emerging online models such as royalty streaming.

Blake counsels asset managers and broker - dealers on all aspects of the development and distribution of alternative investment products, including registered investment companies, business development companies, and other permanent or long - term capital structures, as well as hedge funds and private equity funds.

Until such time as we can generate significant revenue from product sales, if ever, we expect to finance our operations through a combination of public or private equity or debt financings or other sources, which may include collaborations with third parties.

This reflects borrowers switching from loan products with higher interest rates, such as traditional fixed - term personal loans, to products which attract lower rates of interest, such as home - equity lines of credit and other borrowing secured by residential property.

[1] One early - stage equity expert described it as «the practice of raising funds from two or more people over the internet towards a common Service, Project, Product, Investment, Cause, and Experience, or SPPICE.»

With a subscription, you'll have access to all of our premium commentary, equity reports, dividend reports and Best Ideas Newsletter and Dividend Growth Newsletter, as well as receive discounts on all of our modeling tools and products.

Note: NetFreeEquity = Total Equity (AUM) minus collateral which can not be used to fund positions i.e. some assets such as stocks and bonds do not offer their full value to be used as collateral for covering margin products.

Valuentum (val ∙ u ∙ n ∙ tum)[val - yoo - en - tuh - m] Securities Inc. is an independent investment research publisher, offering premium equity reports, dividend reports, and ETF reports, as well as commentary across all sectors / companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools / products, and more.

Previous to his time at BlackRock, Alan spent 8 years at Citigroup as a Senior Delta One trader, responsible for the pricing, execution and risk management of a Global macro equity index book for the full range of delta one products.

Richard Co serves as Executive Director, Equity Products at CME Group.

As equities have ground ever higher over the past year, very large short - volatility positions have been building in the markets — largely in volatility - targeting strategies employed by institutional investors and leveraged exchange - traded products geared toward individuals.

As every type of financial product like equities, bonds and private equity become «tokenized» - don't get left behind!

As every type of financial product like equities, bonds and private equity become «tokenized» — don't get left behind!

First, the average annual tax drag for the five years ending December 2016 was material, as the chart below shows: An investor in non-tax-managed U.S. equity products (active, passive, ETFs) lost on average 1.53 % of their return to taxes in the five years ending December 31, 2016.

17th October 2017 - Bats Europe to be called Cboe Europe Equities, all products rebranded as Cboe offerings

Security regulators are sending out signals that they intend to step up review of distribution of complex financial products, such as variable annuities and equity - linked instruments...

All futures and options on futures trading - which includes such product areas as short - term interest rate and swap products, bonds, equity options, stock indexes, commodity and FX instruments - are transacted on a single electronic trading platform, LIFFE CONNECT, with central margining and clearing provided by ICE Clear Europe.

Our suite of over 900 equity and fixed income ESG Indexes designed to represent the performance of some of the most prevalent ESG strategies can be used to help institutional investors more effectively benchmark ESG investment performance, issue index - based investment products, as well as manage, measure and report on ESG mandates.

Media are being viewed instead as products and thus discussion is taking place in the realm of trade negotiations where issues of justice and equity are often ignored as irrelevant.

SEATTLE, Jan. 19, 2018 (GLOBE NEWSWIRE)-- NanoString Technologies, Inc. (NASDAQ: NSTG), a provider of life science tools for translational research and molecular diagnostic products, today reported, as required by NASDAQ Stock Market Rules, equity inducement awards to Thomas Bailey, NanoString's new Chief Financial Officer.

Our core strengths in green chemistry and engineering research, combined with our role as a trusted third - party facilitator of stakeholder collaborations drives meaningful change toward solutions that 1) preserve natural capital, 2) are safe and sustainable across the product life cycle, 3) align and leverage different types of policy instruments, and 4) actively engage stakeholders to ensure equity.

«As a product of Chicago Public Schools, and proud daughter of public school teachers, Phyllis brings a profound sense of urgency — and commitment to equity — to bear on work that is leading the field.»

An amount equal to 12.0 % of the product of (a) the equity market capitalization of the Managed REIT, and (b) the amount, expressed as a percentage, by which the Managed REIT's total return per share, exceeds the benchmark total return per share, of a specified REIT index.

In addition to its role as a national equities market, the Amex is the pioneer of the ETF, responsible for bringing the first domestic product to market in 1993.

You can use the money from your home equity to finance any personal matters, as creditors are flexible and always ready to customize products.

If the average equity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as a Balanced Fund — Equity oriequity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as a Balanced Fund — Equity oriEquity oriented.

Farmers, ranchers and other food growers along with food producers, petroleum companies who either drill for oil or natural gas or refine these products - or both, financial institutions with enormous holdings in treasuries, equities or currencies, mining interests and their buyers - all these areas of production and distribution employ futures trading spreads from time to time as an important aspect of their businesses.

Selling additional financial products with a reverse mortgage: Reverse mortgages allow borrowers to draw out lump sums of cash, or to draw on their home equity as needed.

As a full - service mortgage lender, loanDepot offers a full range of mortgage products, including conventional and FHA mortgages, as well as home equity lines of crediAs a full - service mortgage lender, loanDepot offers a full range of mortgage products, including conventional and FHA mortgages, as well as home equity lines of credias well as home equity lines of credias home equity lines of credit.

The high weight in financials helps explain the employment gains from 1976 to 1987, as financial companies benefited from falling interest rates, rising equity markets, and expanding product offerings.