Sentences with phrase «asset owner with»

For some strategies, the cap - weighted S&P 500 will be perfectly appropriate; for others, different benchmarks will provide the asset owner with more insight.

Using CFD brokers and trading platforms you can make the same profit as a cryptocurrency / asset owner with much lower capital investment, compared with buying the actual asset or in our case — when you buy Ethereum.

The increased short - term focus of investors indicates a misalignment with those asset owners with a long - term time horizon.

SEI's award - winning global operating platform provides investment managers and asset owners with customized and integrated capabilities across a wide range of investment vehicles, strategies and jurisdictions.

Not exact matches

Newer owners could end up with assets worth barely more — or even less — than their mortgages.

In addition to the difficulty that many potential business owners face in accessing capital, aboriginal people have unique challenges to securing financing including legislation prohibiting the use of on - reserve assets as collateral, lack of local financial institutions to work with, and lack of access to angel investment or venture capital.

Unfortunately, it's much harder for owners to diversify their personal assets during lean business times than when the stock market is surging, along with the company's cash flow.

Next, make sure to discuss with the business owners whose credit scores and personal assets will matter to the lender.

He says: «When I'm dealing with a business owner, I always try to point out to him or her that concentration of assets is a very risky proposition.

Patrick Jahnke, portfolio manager at Deka Investments, which owns BASF stock, said he favored the firm selling its upstream petrochemical assets, saying the benefits of physical proximity to downstream operations could be shared with a new owner.

It was certainly a win for majority owner Brookfield Asset Management, which had restructured Ainsworth after the latter's brush with bankruptcy in 2008.

Expect asset owners to exert pressure on directors and asset managers to develop long - term metrics commensurate with the product and risk cycle of the company.

A failed business may simply cease operations; with the owners and investors absorbing the losses (if any); a troubled business on the brink of going under may seek to merge with another company that has the resources to keep it afloat and out of bankruptcy; or a dying business may be bought up by another, stronger company, seeking to breathe new life into it or simply to acquire its assets.

By reinvesting dividends, interest income, and capital gains for an entire working career of 40 + years, it would be a virtual certainty, or as much as such a thing is possible in a non-certain world, that the portfolio owner would retire with millions of dollars in assets due to the power of compounding.

Businesses owned by developers and landlords that do not actively occupy the assets acquired or improved with the loan proceeds (except when the property is leased to the business at zero profit for the property's owners)

While a traditional bank loan often requires specific collateral before they will lend to a small business and may rely heavily on the personal credit of the business owner, OnDeck offers fast small business loans from $ 5,000 to $ 500,000 with a general lien on business assets during the loan term and a personal guarantee.

Targeted IRS guidance for these IRA owners may help them navigate the potential compliance challenges associated with certain types of unconventional assets.»

Investment in these types of assets might require an IRA owner's role and responsibilities to expand in order to remain in compliance with tax laws.

The assets being financed are typically used for collateral along with a personal guarantee of the principle owner (s).

«Current IRS guidance provides little information to help IRA owners understand their expanded responsibilities and potential challenges associated with investing in unconventional assets.

Businesses owned by developers and landlords that do not occupy the assets acquired or improved with the loan proceeds (except when the property is leased to the business at zero profit for the property owners)

But Bush's role as chairman and part owner didn't surface until six months ago, when the firm's assets grew beyond $ 100 million, at which point it was legally obligated to register with the SEC.

Li is the founder of CK Hutchison Holdings, a Hong Kong - based infrastructure conglomerate with revenue of HK$ 249 billion ($ 32 billion) in 2017, and CK Asset Holdings, a developer and owner of real estate.

The investment powerhouse - with reported plans to raise a new $ US10 billion buyout fund this year and owner of all sorts of Australian assets - is believed to have been talking to potential backers including pension funds from its home market about putting together a consortium.

From their website, they seek to invest in companies with «high barriers to entry, low production costs and the potential to benefit from Brookfield's global expertise as an owner and operator of real assets.»

Cypress Creek Renewables is a developer and long - term owner of solar energy projects with development assets in markets across the United States.

It has become very challenging for core fund managers to compete with aggressive direct buyers, and this may only get worse as the new owners look to hold these core assets long - term.

Our employees and other service providers are our most valuable asset, and we strive to provide them with compensation packages that are not only competitive but also that reward personal performance, help meet our retention needs and incentivize them to manage our business as owners, thereby aligning their interests with those of our stockholders.

The conference attracts representatives of investment management and advisory firms, research firms, financial planners and advisors, broker - dealers, community development institutions and asset owners such as pension funds and foundations, along with policymakers and corporate leaders.

Under the first of those agreements, we generally will be required to pay to the Continuing LLC Owners approximately 85 % of the applicable savings, if any, in income tax that we are deemed to realize (using the actual applicable U.S. federal income tax rate and an assumed combined state and local income tax rate) as a result of (1) certain tax attributes that are created as a result of the exchanges of their LLC Units for shares of our Class A common stock, (2) any existing tax attributes associated with their LLC Units the benefit of which is allocable to us as a result of the exchanges of their LLC Units for shares of our Class A common stock (including the portion of Desert Newco's existing tax basis in its assets that is allocable to the LLC Units that are exchanged), (3) tax benefits related to imputed interest and (4) payments under such TRA.

Upon closing of this offering, we will record $ million as an increase to the liabilities due to existing owners under certain of the TRAs, see «Notes to Unaudited Pro Forma Consolidated Balance Sheets,» and in the future we may record additional amounts as additional liabilities due to existing owners under the five TRAs, such amounts collectively representing our estimate of our requirement to pay approximately 85 % of the estimated realizable tax benefit resulting from (i) any existing tax attributes associated with interests in Desert Newco, LLC acquired in the Reorganization Transactions and the exchanges described above, the benefit of which is allocable to us as a result of the same, (ii) the increase in the tax basis of tangible and intangible assets of Desert Newco, LLC resulting from the exchanges as described above and (iii) certain other tax benefits related to entering into the TRAs, including tax benefits related to imputed interest and tax benefits attributable to payments under the

If an IRA owner wants to make a large withdrawal but does not need the money for daily living purposes, for instance, repositioning of the assets may be on the front burner, along with discussion about withdrawal strategy in general.

«In today's investment environment, asset owners are gravitating toward asset managers who can quantitatively outline their performance achievements, starting with aggregation, drill down to contribution and attribution detail, visualization graphics, and increasingly mobile and configurable access,» Wolstenholme said.

The only problem with this is that in the event the company is sued, the owner's individual assets (such as their cars or home) are fairly easy to attack or attach in a court of law.

Invest in a great business who has a long standing good record with great owners can be a blessing, while trying to invest in a poorly managed business can lead to losing your entire investment or worse, going after your other assets.

Business owners who, as a normal course of business, create a potential risk of injury to themselves or others should purchase business or personal liability insurance in addition to sheltering their assets with the LLC.

Although decades of history have conclusively proved it is more profitable to be an owner of corporate America (viz., stocks), rather than a lender to it (viz., bonds), there are times when equities are unattractive compared to other asset classes (think late - 1999 when stock prices had risen so high the earnings yields were almost non-existent) or they do not fit with the particular goals or needs of the portfolio owner.

BEFCOR is a non-profit corporation providing business owners with long - term, fixed - rate financing for owner - occupied real estate and other fixed assets.

Homeownership has been and continues to be an important driver of wealth creation in the US, with owner - occupied housing accounting for almost a quarter of assets among US households.

«Fiona's investment and governance skills, combined with her strong understanding of asset owners and global markets gained from experience at Link Administration Holdings and Frontier Advisors, will help us grow our world class capital and risk platforms.»

Creative financing options exist for coworking operators, with funding available from asset owners, venture capitalists, lenders, and strategic investors.

Axiom continues to leverage its global partnerships with real estate owners and hydropower developers and expand its asset portfolio through acquisition and development of identified pipeline.

Chinese oil companies, in contrast, are now the owners of these oil assets and must deal with the financial burdens.

This is the best option for dog owners with a lot of assets.

While most active managers will state that their objective is to outperform over a full market cycle, they need to be more emphatic with asset owners up front about how much time that really entails and why they need it, especially if they state they have a long - term philosophy.

The event will provide the opportunity to meet and network with 150 + senior - level executives from leading: real estate developers & owners, crowdfunding platforms, private equity firms, hedge funds, family offices, broker / dealers, RIAs, investment banks, institutional investors, asset managers, and high - net - worth individuals.

At this summit, you will meet and network with 200 + senior - level representatives from private equity firms, pension plans, endowments, foundations, family offices, insurance companies, investment banks, distressed debt firms, asset managers, owners, and developers.

That's several years» worth of bull market gains — but oil at $ 50 would still leave many reserve owners with a stranded asset.

With Ligand Pharmaceuticals (NASDAQ: LGND), an owner of royalty assets in the biotech space, you get both.

More than 3 million corporations operate worldwide with no identifiable owners; moreover, wealthy individuals «may control as much as 17 trillion of assets in jurisdictions with opaque bank secrecy laws.»