Sentences with phrase «as alternative investments for»

Primary consultant in advising and evaluating fine art as alternative investments for client financial portfolios

Not exact matches

Actively managed ETFs in Canada are becoming more popular as investors continue to seek ways to build in more flexibility and diversity in their investment portfolios, for example, through alternative strategies, preferred shares or senior loans.

It also offers specific policy recommendations including providing tax credits to promote venture capital investments in minority businesses, as well as tax credits for new low - income entrepreneurs, and encouraging the use by credit rating agencies of alternative data such as rent and utility payments in establishing credit histories.

So the alternative is no tax at all domestically, creating a true territorial taxation system where companies can be free to bring money back to the states to use for investment here, while also reinvesting in other companies as they build their global enterprises.

As an alternative, investors should simply walk away from such dubious companies and look elsewhere for better investment opportunities.

For participants in the IBM Stock Fund investment alternative under the IBM 401 (k) Plus Plan: In order to have the Trustee vote your shares as you direct, you must timely furnish your voting instructions over the Internet or by telephone by 12:01 a.m. EDT on April 25, 2016, or otherwise ensure that your card is signed, returned and received by such time and date.

Before joining HH in 2012, he was a Regional Director for AQR Capital Management in Scottsdale, marketing the firm's alternative investment mutual funds to large advisory teams at brokerage firms in the Western U.S. Prior to AQR, he served high net worth clients as a principal with a niche financial advisory firm in Phoenix.

It is used as an alternative store of wealth, for portfolio diversification, and long term investment.

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.»

In addition, we believe that certain institutional investors, including sovereign wealth funds and public pension funds, could in the future demonstrate an increased preference for alternatives to the traditional investment fund structure, such as managed accounts, smaller funds and co-investment vehicles.

Beyond the actual gas project and LNG sales, China's state - run shipping conglomerate COSCO has also secured a 50 percent stake in the four LNG shipping carriers serving Yamal.90 Chinese engineers and workers have been deployed to the Yamal Peninsula to help construct surrounding infrastructure, which includes a Chinese - produced polar drilling rig.91 Moreover, a Chinese oil and gas rig producer now provides Russia with about 60 percent of its imported oil rig supplies, indicating that China is becoming a dominant player in this sphere.92 Chinese media recently hailed Yamal as an example of China's construction and engineering prowess and a symbol of its transformation into an Arctic player.93 In return for China stepping into support the project, senior officials from Novatek, the main shareholder of the project, announced that the first LNG shipment would symbolically go to China.94 But a British subsidiary of Malaysia's Petronas purchased the first shipment of Yamal LNG and sold it to France's Engie, which then shipped the cargo to its Boston import facility for American use.95 Western sanctions on Novatek, Russia's largest independent national gas producer and a company with close ties to the Kremlin, made Yamal's pivot to China possible, as sanctions forced Russia to find an alternative source of investment and technology.

In fact, despite the added risks and work they entail, many see alternative investments as the perfect antidote to the anemic returns forecast for the broad - based equity and bond markets.

For most, bitcoin is used in two ways; it is either held in cold storage as an investment, or used as an alternative payment medium to fiat.

Many private market alternative investments have high regulatory barriers, such as the need for investors to be «accredited».

It doesn't stop there, as Personal Capital can provide lower - cost alternatives for you to consider as investment options.

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 riskieAs 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 riskieas an alternative to markets perceived as riskieas riskier.

For those who invest in alternative investments such as hedge funds and partnerships, the reality is that you have less flexibility on when you can sell and are often tied into an investment for a periFor those who invest in alternative investments such as hedge funds and partnerships, the reality is that you have less flexibility on when you can sell and are often tied into an investment for a perifor a period.

Hedge fund management company Fortress Investment Group has inked a deal to exit its Convex Asia strategy as the alternative investment industry braces for what could one of the largest shakeouts since the financiInvestment Group has inked a deal to exit its Convex Asia strategy as the alternative investment industry braces for what could one of the largest shakeouts since the financiinvestment industry braces for what could one of the largest shakeouts since the financial crisis.

It does not discuss all aspects of U.S. federal income taxation that may be relevant to particular holders in light of their particular circumstances or to holders subject to special rules under the Code (including, but not limited to, insurance companies, tax - exempt organizations, financial institutions, broker - dealers, partners in partnerships (or entities or arrangements treated as partnerships for U.S. federal income tax purposes) that hold HP Co. common stock, pass - through entities (or investors therein), traders in securities who elect to apply a mark - to - market method of accounting, stockholders who hold HP Co. common stock as part of a «hedge,» «straddle,» «conversion,» «synthetic security,» «integrated investment» or «constructive sale transaction,» individuals who receive HP Co. or Hewlett Packard Enterprise common stock upon the exercise of employee stock options or otherwise as compensation, holders who are liable for the alternative minimum tax or any holders who actually or constructively own 5 % or more of HP Co. common stock).

Mr. Aguilar also served as the head of quantitative research for Lehman Brothers» alternative investment management business, and as a director of quantitative research and portfolio manager with both Merrill Lynch Investment Management and Bankinvestment management business, and as a director of quantitative research and portfolio manager with both Merrill Lynch Investment Management and BankInvestment Management and Bankers Trust.

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).

For example, if you are primarily interested in green energy investments, and would like to invest in an ETF or mutual fund, consider the objectives of the fund, in addition to assessing it relative to an alternative energy benchmark index such as the S&P Global Clean Energy Index (SPGTCLEN), NASDAQ Clean Edge Green Energy Index (CELS), or World Alternative Energy Indexalternative energy benchmark index such as the S&P Global Clean Energy Index (SPGTCLEN), NASDAQ Clean Edge Green Energy Index (CELS), or World Alternative Energy IndexAlternative Energy Index (WAEXPDC).

And although traditional hotspots like New York, Los Angeles, and San Francisco remain popular investment destinations for mainland investors, an increasing number of Chinese investors are beginning to favour alternative markets, such as Miami and Seattle.

Let's have a clear understanding: the majority of equity crowdfunding (or crowdinvesting) platforms that have recently flooded the market, are registered broker - dealers companies (or have to work through registered broker dealers) and fundamentally is an alternative form of online investment banking for start - ups and early stage companies where as of now not a crowd — but only accredited investors are entitled to invest, just like in the good old days.

«Especially as FinTech democratizes the financial landscape and gives rise to a new generation of alternative investment products for micro-investors, it is imperative that we create video content that is not only informative and useful, but programming that is as appreciated by investing novices as it is by financial experts.

Global Alternative Investment Services, Inc. is a registered broker - dealer that acts as placement agent for certain funds and provides wholesaling support services to GAI.

This is evident in a number of developments, including: increased demand for higher - risk assets; the increase in «carry trades» — a form of gearing where funds are borrowed short - term at low interest rates and invested in higher - yielding assets, often in other countries; growth in alternative investment vehicles such as hedge funds; and growth in alternative investment strategies such as selling embedded options (see Box A).

Alternative investments, such as hedge funds, private equity / private debt and private real estate funds, are speculative and involve a high degree of risk that is suitable only for those investors who have the financial sophistication and expertise to evaluate the merits and risks of an investment in a fund and for which the fund does not represent a complete investment program.

With the final closing of this latest fund from Chrysalix Energy Venture Capital for $ 123 Million, the firm is now actively looking for investment opportunities that make traditional energy cleaner, as well as new sources of alternative energy.

Alternative investments, such as hedge funds, private equity, private debt and private real estate funds are not suitable for all investors and are only open to «accredited» or «qualified» investors within the meaning of U.S. securities laws.

Jack's recent article on TheStreet.com lays out his case for considering cryptoassets as an alternative asset class for asset allocation modeling in your investment portfolio.

Gold rose as a weaker dollar revived demand for the precious metal as an alternative investment.

Family Office Networks was founded in 2014 by the Schneider Family Office as a community for families to share information about potential investments, including private equity, venture capital, alternatives, and real estate.

Cristina has been involved in the financial services industry for over 15 years and has leveraged expertise on a variety of investment areas such as: portfolio management, wealth management, manager selection and alternative investments.

The current market environment may also warrant investors to consider adding alternative investments as part of the rebalancing process, as the risk levels for traditional assets such as stocks and bonds have almost certainly risen.

By donating highly appreciated alternative investments to a public charity or donor - advised fund account, you can take a full, fair market value tax deduction — as determined by a qualified appraisal — for the donation while also eliminating capital gains tax on the sale.

Accordingly, as more hedge fund managers look to launch alternative mutual funds, it is important for them to understand the common structures under the Investment Company Act of 1940 (’40 Act).

Chad Leat has served as a Senior Advisor for Apollo Global Management, one of the leading global alternative investment managers.

«Our dynamic, entrepreneurial approach to alternative investments allows us to identify new assets, asset classes and strategies and deliver them as co-mingled or segregated offerings for our global client base.

NXRT will be externally managed by NexPoint Real Estate Advisors, L.P., an affiliate of NexPoint Advisors, the advisor for NHF, and Highland Capital Management, L.P., a leading global alternative asset manager and an SEC - registered investment advisor which, together with its affiliates, has approximately $ 19 billion in assets under management as of June 30, 2014.

Join us for monthly events and calls as we bring together the brightest minds and thought leaders in the alternative investment industry.

for super funds who have to report their earnings quarterly; but as they seek further investments in the alternative asset class agriculture has to be part of that.»

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The center, Mr. Giardina said in a release, would be an employment engine and alternative business model that would further the town's reputation as a magnet for investment.

With the more cost effective alternatives to enterprise Learning Management System software, such as WordPress web development tools and availability of free resources for setting up an education website, it is becoming easier for local schools and individual tutors to build a great site with minimum investments.

There are as many reasons for buying alternative investments as there are people who buy them.

Not only does this mark a new era of investment alternatives from traditional assets like stocks and bonds for investors to use in order to protect against portfolio risks but as investors allocate to commodities in local Asian markets, the futures growth may help standardize the quality of energy and food to make prices less volatile and their environment cleaner.

Explaining your investment philosophy was a good way to get her thinking about alternatives, but as someone she came to for advice, I believe you have an obligation to do more.

The argument for treating the DRS as an alternative investment will be explored in an upcoming blog post.

As such, investors in alternative investments are looking for more liquidity and transparency.