Sentences with phrase «alternative investment asset»

So this stand - alone business is really to capture that and give clients access to a full menu, with consistent quality and consistent execution across alternative investment asset classes.

In that regard, multifamily real estate is an alternative investment asset class that has demonstrated meaningful interest in 2017.

Bitcoin's meteoric rise, not just as an alternate currency but also as an alternative investment asset class has gotten governments wary.

Interestingly, bitcoin is being used less for payments and more as an alternative investment asset.

On the forum, you can guide them on the basics and benefits of using bitcoin over fiat currency and as a new alternative investment asset class.

Managed Futures are an alternative investment asset class that allows investors to simultaneously participate in multiple global market sectors such as currencies, energies, metals, short and long term interest rates, domestics and international stock indices and traditional commodities.

Alternative investment asset classes include real estate, real assets (e.g., commodities, infrastructure) and private equity, while alternative strategies primarily consist of hedge strategies, including use of derivatives.

Schwartz played a pivotal role in delivering strong investment performance for The Broad Foundations during his tenure, particularly in the alternative investments asset class.

Perry has managed or been an active participant in over $ 2.5 billion in alternative investment assets throughout his career to date.

But in terms of alternative investment assets & managers, there still exist interesting pockets of opportunity (albeit, perhaps more limited in size)-- while private equity firms have accumulated unprecedented levels of AUM / dry powder, and can thrive as well as ever in today's world, noting their gradual move into property & looking forward to a huge untapped opportunity ahead in infrastructure.

«Most alternative investment assets are held by institutional investors or accredited, high - net - worth individuals because of the complex natures and limited regulations of the investments,» the website says.

Not exact matches

The sellers include M / C Partners, J.P. Morgan Asset Management and Morgan Stanley Alternative Investment Partners.

The upcoming AIM (Alternative Investment Management) Summit in Abu Dhabi can offer you an opportunity to understand and discuss the developments in the world of alternate investments and asset classes...

Sonia Gardner is president, managing partner and co-founder of Avenue Capital Group, a global alternative investment manager with more than $ 10 billion in assets under management.

Assets rose mainly in «alternative risk premia», an automated investment style, but also thanks to the launch of a $ 400 million European credit product and modest flows into computer - driven and discretionary long - only funds.

Cowen Inc. is a diversified financial services firm and, together with its consolidated subsidiaries, provides alternative asset management, investment banking, research, sales and trading, prime brokerage, global clearing and commission management services through its two business segments: Cowen Investment Management and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment baninvestment banking, research, sales and trading, prime brokerage, global clearing and commission management services through its two business segments: Cowen Investment Management and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment banInvestment Management and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment baninvestment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment baninvestment bank segment.

• Francisco Partners acquired a majority stake in Dynamo Software, a Watertown, Mass. - based provider of configurable, cloud - based investment management software for the alternative asset investment industry.

Clockwise from left: Hannah Grove, Chief Marketing Officer; Karen Keenan, Chief Administrative Officer; Liz Roaldsen, EVP, responsible for leading the Beacon digital transformation initiative; Lynn Blake, Chief Investment Officer of Global Equity Beta Solutions; (on monitor from Dublin) Susan Dargan, Management and future development, offshore business and Alternative Investment Services; (on monitor from London) Maria Cantillon, EVP and Global Head of Alternative Asset Managers Solutions; Martine Bond, EVP for Trading and Clearing; Kim Newell, EVP and head of Global Markets Europe, Middle East and Africa, State Street; Brenda Lyons, Head of the Specialized Products Group; Kathy Horgan, Chief Human Resources and Citizenship Officer; and Lori Heinel, Deputy Global Chief Investment Officer.

«They told me, very simply, that they were still underallocated in venture capital and alternative assets,» meaning growth - company investments.

If we do not generate sufficient cash flow from operations to satisfy the debt service obligations, we may have to undertake alternative financing plans, such as refinancing or restructuring our indebtedness, selling of assets, reducing or delaying capital investments or seeking to raise additional capital.

Under normal market conditions, the Near - Term Tax Free Fund invests at least 80 percent of its net assets in investment grade municipal securities whose interest is free from federal income tax, including the federal alternative minimum tax.

To try to close the gap, many states have shifted pension fund assets into stocks and alternative investments like hedge funds.

Finally, in a slow - growth world where many traditional assets look pricey, you may want to consider casting a wider net toward alternative investments in an effort to optimize your portfolio's results.

The Department also revised the final rule to allow asset allocation models and interactive investment materials to identify specific investment alternatives under ERISA - covered and other plans if certain conditions are met.

Our style of investment is referred to as impact investing, which J.P. Morgan Global Research and Rockefeller Foundation in a 2010 report called «an emerging alternative asset class» and defined as investing with the intent to create positive impact beyond financial return.

For example, during 2008 and 2009, many third - party investors that invest in alternative assets and have historically invested in our investment funds experienced significant volatility in valuations of their investment portfolios, including a significant decline in the value of their overall private equity, real assets, venture capital and hedge fund portfolios, which affected our ability to raise capital from them.

You'll learn that securities are only a small part of what is available for investment and that «alternative» assets such as real estate, private lending, private placements, and precious metals are all possible and legal.»

UBS, which has a comprehensive plan to further develop its asset management business in China, expects to follow the stock fund with other investment options including fixed income and alternatives

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

The Carlyle Group («Carlyle») is one of the world's largest global alternative asset management firms that originates, structures and acts as lead equity investor in management - led buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, growth capital financings, real estate opportunities, bank loans, high - yield debt, distressed assets, mezzanine debt and other investment opportunities.

New Energy Capital Partners, LLC («NEC»), a leading alternative asset management firm focused on debt and equity investments in small - and mid-sized clean energy infrastructure projects and companies, today announced its appointment as sub-advisor to North Sky Capital's Alliance Fund... Continue reading →

As a result, investors (particularly those that are institutional in nature) are seeking alternative asset classes to boost investment returns.

New Energy Capital Partners, LLC («NEC»), a leading alternative asset management firm focused on debt and equity investments in small - and mid-sized clean energy infrastructure projects and companies, today announced that it held a final closing for the New Energy... Continue reading →

There appears to have been an assumption that this disclosure is required, because these funds constitute «Designated Investment Alternatives,» a term defined by the applicable disclosure regulations as «an investment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accounInvestment Alternatives,» a term defined by the applicable disclosure regulations as «an investment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accouninvestment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accouninvestment of assets held in, or contributed to, their individual accounts.»

Sulyma brought six claims: claims I and III allege the Investment Committee defendants breached their fiduciary duties by over-allocating the assets of the 401 (k) Plan and Retirement Plan to hedge fund, private equity, and other alternative investments.

I commented in Money Sense Magazine in May of last year that this asset class should be considered part of an investor's total portfolio where alternative investments including commodities, speculative ventures, derivatives, early stage companies, etc. should be no more that 5 to 10 % of the investor's portfolio.

His primary responsibilities include developing and implementing asset allocation for all of the University's investment programs, evaluating current and prospective investment managers, exploring alternative investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory investment programs, evaluating current and prospective investment managers, exploring alternative investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory investment managers, exploring alternative investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory investment strategies, and ensuring successful communication and relations with the University and its Investment Advisory Investment Advisory Committee.

We haven't included alternative assets, such as Real Estate Investment Trusts (REITs) or commodities, in the sample portfolios above.

Alternatives — Alternative assets may include, but are not limited to: Real Estate Investment Trusts (REITs), Futures, Limited Partnerships, etc..

During initial conversations with the director of alternative asset investments, it became clear that the family office was burdened with tax needs that created a unique value proposition for selling a number if its limited partnership interests in venture capital funds.

Using alternative investments in IRAs has been allowed by the IRS since 1974 and is now an integral part of any asset allocation strategy.

New Energy Capital Partners, LLC («NEC»), a leading alternative asset management firm focused on debt and equity investments in small - and mid-sized clean energy infrastructure projects and companies, today announced that it held a final closing for the New Energy Capital Infrastructure Credit Fund (the «Fund») with total capital commitments of $ 325 million.

As global investors continue to reprice expectations for structural reforms in the US and Europe, capital will continue to migrate into growth assets and safe - haven investments as an alternative to markets perceived as riskier.

So it's come to the point at which venture firms appear to be reaping a larger share of the money set aside for alternative - asset investments.

Additionally, alternative investments historically have lower correlations to traditional assets like equities and fixed - income securities than some other asset classes do.

He subsequently built it into a global alternative investment powerhouse that manages more than $ 24 billion in assets.

Rather, the reason for my investment was about asset allocation and the incorporation of alternative investments into that allocation.

Founded in 1996 by former Nomura executive John C. Howe, Darien, CT - based Old Hill Partners is an SEC - registered investment adviser specializing in alternative investment management and customized asset - backed lending transactions with primarily middle - market companies.

In some cases a premium domain can be effective in helping with your tax strategy too (please ask your accountant for details); or can work as an alternative asset (like Bitcoin), a way to store investment value in «the cloud» forever, that is easy, anonymous, and cheap to control and move around (ask a pro).

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.