Sentences with phrase «structured capital strategies»

Structured Capital Strategies Plus: Contract form # s: 2017SCSBASE - I - PL -[A / B] and any state variations.

Structured Capital Strategies ® PLUS is not sponsored, endorsed, sold or promoted by Standard & Poor's and Standard & Poor's does not make any representation regarding the advisability of investing in Structured Capital Strategies ® PLUS.

The contractual withdrawal charge declines from 5 % over a five - year period for the Structured Capital Strategies ® Series B version.

Structured Capital Strategies ® is a long term retirement product which contains fees for administration, sales, and certain expense risks.

See the Structured Capital Strategies ® Fact Card and Prospectus for additional information on fees and charges associated with Structured Capital Strategies ®.

Over the same period, AXA sold $ 349 million worth of its Structured Capital Strategies variable annuity through banks.

Also known as hybrid, index or buffer VAs, the three major insurers in the structured VA market include MetLife (distributor of Shield Level Selector), Allianz Life (Index Advantage), and Axa (Structured Capital Strategies).

Brighthouse Financial, distributor of Shield Level Selector; Allianz Life, distributor of Index Advantage; and Axa, distributor of Structured Capital Strategies; made up the three major insurers selling these hybrid variable annuities.

Not exact matches

When considering a business sale, a company owner typically faces a daunting intersection of several planning issues related to deal structure decisions, legal and regulatory considerations, income - tax minimization planning, wealth transfer, philanthropic strategies and capital - sufficiency analysis.

According to analysts, if and how Tim Hortons alters its expansion strategy and capital structure will likely be the main point of contention amongst the company's shareholders in the near future.

The strategy is to deliver a wide array of financial solutions providing advice on capital structure, acquisition finance, ratings, debt issuance, structured finance, and the management of currency, as well as interest rate risk.

Throughout his career, Paul has been a key contributor to Delta's strategies and has been instrumental in a number of initiatives, including the purchase of the Trainer refinery from ConocoPhillips; the balance - sheet initiatives that have resulted in nearly $ 7 billion in debt reduction; the structuring of $ 1.8 billion in revolving credit facilities, the expansion of the T - 4 facility at JFK and the recently announced capital allocation strategy.

But if you get your structure right — your capital structure, your org structure, your processes structure, your IT structure — that will help you survive the changes in strategy that you will have to make.»

3M believes net debt is meaningful to investors as 3M considers net debt and its components to be an important indicator of liquidity and a guiding measure of capital structure strategy.

He is a partner of ValueAct Capital, a governance - oriented investment fund that invests in a concentrated portfolio of public companies and works actively with executives and boards of directors on issues of strategy, capital structure, mergers and acquisitions, and talent manaCapital, a governance - oriented investment fund that invests in a concentrated portfolio of public companies and works actively with executives and boards of directors on issues of strategy, capital structure, mergers and acquisitions, and talent manacapital structure, mergers and acquisitions, and talent management.

Our credit team applies its global reach and approach to invest up and down the capital structure and across the full spectrum of credit strategies.

The total return strategies seek to harvest market inefficiencies by utilizing opportunistic and conservative allocations along the capital structure.

Penn Capital total return strategies employ a private approach to the public market with a Complete Capital Structure Analysis.

One example: a corporate bond relative value strategy that examines the capital structure of a particular issuer and discovers that short - term credit spreads are too high relative to long - term credit spreads.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, operating in a highly competitive industry; changes in the retail landscape or the loss of key retail customers; the Company's ability to maintain, extend and expand its reputation and brand image; the impacts of the Company's international operations; the Company's ability to leverage its brand value; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's ability to realize the anticipated benefits from its cost savings initiatives; changes in relationships with significant customers and suppliers; the execution of the Company's international expansion strategy; tax law changes or interpretations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the United States and in various other nations in which we operate; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives we use; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's ability to protect intellectual property rights; impacts of natural events in the locations in which we or the Company's customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's ownership structure; the impact of future sales of its common stock in the public markets; the Company's ability to continue to pay a regular dividend; changes in laws and regulations; restatements of the Company's consolidated financial statements; and other factors.

Its important for company founders and investors to agree on the projected capital structure as a confirmation that the entrepreneurs and investors are aligned and effectively communicating about future financings and the exit strategy for company.

«Maples Fund Services has the capabilities to provide superior service to funds like ours with a variety of strategies that invest throughout the capital structure.

After Barington Capital Group representing a group of shareholders released a letter to Bloomin» Brands, Inc. chairman and CEO Liz Smith on Feb. 21, calling for sweeping changes in the company's brand and leadership structure, as well as marketing and financial strategy, many were anticipating the earnings report released the following day to be poor.

While at Starbucks, Richard played key roles in capital structure and financing, financial planning and analysis, investment strategy, relationship management and impact investing.

Grosso spoke about the unique governance structure for education in the District, and shared his goals and strategies for further improvement of education in the nation's capital.

Kenneth H. Marks, author of The Handbook of Financing Growth: Strategies, Capital Structure, and M&A Transactions: Strategies, Capital Structure, and M&A

One example: a corporate bond relative value strategy that examines the capital structure of a particular issuer and discovers that short - term credit spreads are too high relative to long - term credit spreads.

Bottom - up investing will focus on a company's individual economic health, revenue generation strategies, cost structure, capital structure, competitive positioning, and quality of the management team.

• Performance cues: To the extent that the excess returns from this strategy come from changes made at the firm to operations, capital structure, dividend policy and / or corporate governance, you should keep an eye on whether and how much change you see on each of these dimesions at the targeted firms.

For those who are selling investment properties and residences that will result in significant capital gains, one such strategy may be a structured sale.

And yes, owner - operator / family businesses are often more prudent in their capital structure & growth strategies, but plenty of studies attest to their long - term out - performance (& survivability)-- bet on them, not against them!

The SIB has also put in place an investment strategy tracking system with a «senior responsible owner» appointed for each project, tasked with reporting monthly on capital spend to date, contract structure and nature of sub-contracts.

Corporate development, from formation through exit strategies, including mergers, acquisitions, divestiture, management of internal structure and growth, and capital formation

Thankfully, tokenized equity and initial coin offering (ICOs) strategies can redefine capital markets and how startups issue securities and create corporate structures in emerging markets.

Specialties: Competitive Analysis, Financing, Startups, M&A, Diligence, Capital Raising & Structuring, Rights Management, Mobile, AdTech, Fintech, Gaming, Social Marketing, XBRL, Meta - tagging, E-Commerce, Programming, Campaign Branding, Strategy, Alternative Investments, Fund Structuring, Marketing and Distribution.

• Collaborated with executive management team to analyze and infuse new business opportunities, strategic partnerships, RFP / RFQ / BAA responses, market positioning, branding and pricing, business structures, revenue models, capital and technology strategy, and intellectual property issues (Copyrights, Trademarks and Patents).

• Acquiring strategic partners & investors • Institutional sales strategy & execution • Relationship Management • Targeting opportunities / revenue growth • Deal structuring / contract negotiations • Raising Capital • Team building & mentoring • Multi-site operations & management

Executive Management Duties & Responsibilities Provide effective solutions to complex issues such as cost budgeting, pricing strategies, vendor negotiations, revenue projections, purchasing and sales negotiations, business development tactics and industry competition Identify and develop talent among team members with targeted recruitment, focused training efforts and the promotion of a performance - based work environment that leverages individual talents for group benefit Utilize needs - and situation - based assessments to manage costs and capital outlays and determine potential ROI Participate heavily in all marketing, branding, public relations and communications activities Develop leadership team and support staff to aid in efficient business operations, sales and marketing functions, and client service execution, delegating important tasks and assignments while monitoring for effective resolution Lead through example with consistent work ethic, attitude, and professionalism, while performing sales presentations, overseeing market operation and business development, creating new revenue channels and managing key vendor and client relationships Collaborate in all phases of strategic planning with senior - level management, while furnishing oversight and guidance regarding effective acquisition strategies, pricing, market trends, and operational structures Assess and expand key markets and potential business ventures while ensuring operational efficiency and solid execution of corporate mission Create and implement marketing and sales strategies while tracking progress versus established internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of the products, services and respective marketplace, including pricing and regulatory trends, competitor strategies, general economic conditions and other business metrics Act as a liaison between staff, clients, and other management members to resolve issues in a timely manner

Most capital currently going into real estate investment in these countries has an «opportunistic» risk / reward structure, but we expect that over the next few years «value - added» and «core» strategies will become increasingly common.

When I asked my magic eight ball the same question, its answer was: «It's all about capital structure and be ready to have multiple exit strategies»!

My say is it's all about capital structure and be ready to have multiple exit strategies.

Clem has counseled numerous corporations and Regional Centers raising capital through the EB - 5 Program on matters of structuring, strategy, securities law and corporate law.

Generally, most investors are searching for income tax planning strategies that will allow them to defer, structure, exclude or avoid the payment of their capital gain taxes and depreciation recapture taxes.

As investment in US real estate continues to burgeon, this interactive day of learning and networking will provide critical insight into three key areas: trends and opportunities in cross-border real estate investment, optimal deal structuring strategies to maximize the profitability of international real estate investment and innovative strategies to raise foreign capital.

Additional topics covered during breakout sessions include strategies for recycling or repositioning older buildings, information metrics, the latest in sales and marketing techniques, lenders and their terms, loan package requirements, competing for capital, sourcing growth capital, how some companies faced maturities in their capital structure and new strategies to drive NOI.

He brings a strong CRE skill set that encompasses acquisitions, disposition, debt structuring, leasing, portfolio management, equity and overall capital markets strategy, developed during a career encompassing over 20 years in commercial real estate.

Attended by more than 60 housing development and finance leaders — fund managers, lenders, developers, advocates, and public officials among them — the symposium took up the question of what new capital structures and strategies must be mobilized to maintain the nation's inventory of NOAH units, which many consider a vital national asset as well as a significant business opportunity for equity investors.