Sentences with phrase «as equity accounts»

The firm manages approximately $ 2.9 billion of fixed income as well as equity accounts (using exchange - trade funds only).

Not exact matches

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

The National Association of Real Estate Investment Trusts («NAREIT») defines funds from operations («NAREIT FFO») as net income / (loss) attributable to common shareholders computed in accordance with generally accepted accounting principles in the United States («GAAP»), excluding gains or losses from sales of operating real estate assets and change in control of interests, plus (i) depreciation and amortization of operating properties and (ii) impairment of depreciable real estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same basis.

His prior experience includes private equity funding of start - up telecommunications and Internet services companies, as well as strategic and financial planning, mergers and acquisitions, and managing finance and accounting activities for both domestic and international businesses in the telecommunications and Internet services sectors.

However, as ICI / EBRI reported, more than 65 percent of employees between 20 and 30 years of age had invested over 80 percent of their retirement account balance in equities.

Clarke says the SEC will take into account each and every comment letter submitted, and they need to know that funding portals are ready to launch as soon as equity crowdfunding becomes legal.

Most business owners forget to account for the fact that equity in a business grows as it gains market share and a loyal customer base, so make sure to account for the value of your business and its holdings as well.

Still, the Telluride program is worth the 4 percent you give up to be part of it - because of the other benefits: 70 mentors and seven entrepreneurs - in - residence with impeccable credentials and experience in fields such as entrepreneurship, law, private equity, accounting, human resources, marketing technology, and more.

Adjusted Net Income is defined as net income excluding (i) franchise agreement amortization, which is a non-cash expense arising as a result of acquisition accounting that may hinder the comparability of our operating results to our industry peers, (ii) amortization of deferred financing costs and debt issuance discount, a non-cash component of interest expense, and (gains) losses on early extinguishment of debt, which are non-cash charges that vary by the timing, terms and size of debt financing transactions, (iii)(income) loss from equity method investments, net of cash distributions received from equity method investments, (iv) other operating expenses (income), net, and (v) other specifically identified costs associated with non-recurring projects.

Another alternative is having crowdfunding portals or a third - party, such as a broker or accounting firm, verify the net worth of potential investors and have an independent database track all equity - crowdfunding investments.

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.

In essence, investors who reinvest their dividends accumulate more shares during stock market collapses as the dividend yield expanding allows them to gobble up more equity with each dividend check they shove back into their account or dividend reinvestment plan.

Highland specializes in credit strategies, such as credit hedge funds, long only funds and separate accounts, distressed and special situation private equity, and collateralized loan obligations (CLOs).

However, in comparison to households that only hold owner - occupier debt, there is evidence that investors tend to accumulate higher savings in the form of other assets (such as paying ahead of schedule on a loan for their own home, as well as accumulating equities, bank accounts and other financial instruments).

Pursuant to applicable accounting principles, for financial statement reporting purposes we have historically recorded salary and bonus payments to our senior Carlyle professionals, including our named executive officers, as distributions in respect of their equity ownership interests and not as compensation expense.

The MarketWatch Retirement Planner uses sliders, like the Vanguard savings calculator, but also considers data such as home equity and taxable accounts.

As a general rule, newer traders should limit the maximum dollar loss of any single swing trade to 0.5 % -1 % of account equity.

The company specializes in credit strategies, such as credit hedge funds, long only funds and separate accounts, distressed and special situation private equity, and CLOs.

A secured loan is an option for those with equity in property, vehicles or savings accounts that can be used as collateral for the loan.

Investors and clients should consider Schwab Equity Ratings as only a single factor in making their investment decision while taking into account the current market environment.

At Prudential she managed domestic and international equity operations for Prudential's general and institutional client accounts as well as its mutual funds, and Prudential's entry into emerging markets in Europe, Asia, and Latin America.

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.

* Assets that are high growth but tax efficient, such as long - term stock holdings and equity index funds, should be added to a taxable account.

JoAnne was also VP, Investor Relations & Regulatory Affairs for Belvedere Capital, the first private equity firm to become a bank holding company, where she managed multiple complex regulatory relationships, coordinated fundraising, and managed all investor, portfolio company and outsourced legal and accounting relationships, as well as the administrative team.

Signing up for a forex account is much the same as getting an equity account.

A HELOC, in short, is a line of credit (similar to a credit card account) where the family home is used as collateral to borrow money against the house (the equity) in order to pay bills, do renovations, or take a vacation.

Outside of our primary residence, which accounts for about 30 % of our net worth, most of our net worth is in equities as well.

As with stocks, you may be called upon to deposit additional cash or securities if your account equity declines.

Less tax efficient equity investments, such as actively traded funds, should usually be held in tax - deferred / Roth accounts.»

Aldo gained over ten years experience dedicated to serving financial services entities (mainly hedge funds and private equity entities) and over four years of diversified experience in other industries and capital markets, both at Metlife as well as from other big four public accounting firms.

Portfolios are rebalanced each year across multiple account types to maintain overall asset allocation close to 60 % equities and 40 % fixed income as much as possible after yearly spending amount being withdrawn.

As you work through the application, make sure to gather account statements on your existing mortgage, car loans, student loans, home equity lines of credit and any other debts.

Additionally, he manages Fidelity Mega Cap Stock Fund, Fidelity Advisor Mega Cap Stock Fund, Fidelity Large Cap Stock Fund, and Fidelity Advisor Large Cap Fund, as well as co-manages Fidelity Multi Asset Income Fund and Fidelity Equity - Income Strategy, a separately managed account (SMA).

This will tend to understate the performance of the taxable account in circumstances where long - term capital gains and qualified dividends, which are currently taxed at lower rates than ordinary income, are a component of investment returns, as is the case for investments with significant equity holdings.

This is very important to me as an investor in European equities because current valuations do not appear to take into account any earnings improvements among those European companies that have large exposures within Europe.

Perpetual step - up preference shares (which are classified as equity for tax and accounting purposes) have accounted for the majority of issuance by both financial and non-financial institutions since the previous Statement.

Manage and trade your equity investments from a single Saxo account and use your portfolio as collateral for margin trading.

Little did anyone know that what Peter Obi called cash - in - hand were basically investment in stocks, bonds and other non-performing equities arranged by Obi in his final days in office; long - term uncompleted assets that will not earn cash until they are completed; various sums spent in rehabilitating federal roads in the State for which re-imbursements may come in the distant future; computation of the State's share of the Excess Crude Account contributed as capital to the Nigerian Sovereign Wealth Fund in 2010, etc..

A fund is a separate accounting entity with a self - balancing set of accounts that comprise its assets, liabilities, fund equity, revenues, and expenditures or expenses, as appropriate.

When you open a demat account with a stock broker to trade across financial segments such as Equity, Currency, Commodity, Derivatives etc. you also open a trading account along.

Once your home equity plan is opened, if you pay as agreed, the lender, in most cases, may not terminate your plan, accelerate payment of your outstanding balance, or change the terms of your account.

Everything about discount brokers such as Achiievers Equities and Zerodha is internet based, be it — customer service, trading, account opening and so on.

You can fill in the rest of that ad with the name of just about any car and just about any dealership in the U.S. and the promise will be as empty as your bank account because it promises negative equity.

Additionally, money stored in a company - sponsored 401 (k) account is exempt, and in some states, such as Florida, home equity is protected.

There are accounts that need bonds as well as equities and don't want to have multiple accounts.

Because of these savings in management fees and taxes, we generally use U.S. - listed funds for our clients who hold foreign equities in RRSPs and related accounts (such as LIRAs and RRIFs).

Transfers of funds from a deposit or EquityLine account to a loan account (including an equity line of credit account) will be processed as follows: (i) the transfer will be debited to your deposit or equity line of credit account when we execute the transfer on the transfer date (regardless of the day or time we receive your transfer instructions); and (ii) the transfer will be credited to your loan account during nightly processing of the loan account.

If you have assets like equity in your home, car, or even savings account that lender may use as collateral, you can apply for secured personal loans online.

Indian strategies may be tailor - made to fit within specific rules, such as high minimum equity balances in margin accounts.

The first thing you have to examine when deciding how much you can spend on your new home is how much you are worth, taking into account your income, savings, investments and other holdings such as Individual Retirement Accounts (IRAs) or Keogh plans, the cash value of your life insurance, pensions or corporate savings plans, and equity in real estate.