Sentences with phrase «based investment business»
He now manages his own investment portfolio, works as an analyst and writer for the digitally based investment business «The Barefoot Investor», and writes articles for the Australian Securities Exchange (ASX).
http://www.valueinvestorconference.com/ Not exact matches
With the investment package I purchased, which varies per franchised business, I was also provided with an initial offer of customers based on the franchise package size I bought.
There is a second test under the legislation that establishes a ratio of wage income and business income based on level of capital investment that some industries, such as doctors, accountants, lawyers, are required to use this second test.
• Hayfin Capital Management, London - based business lender, agreed to acquire Kingsland Capital Management, a New York - based investment manager specialising in CLOs and leveraged credit.
«The goal is to find an established business with a good growth plan,» such as an acquisition, or the development of a new product, says Dan Gardenswartz, principal of Sage Group LLC, a Los Angeles - based investment bank.
«If you are thoughtful about how you handle the process, you're going to get a lot more money for your business,» says John Bird, president and co-founder of Albion Financial Group, a Salt Lake City - based investment and planning firm.
It said global growth continued to be solid and broad - based, the economy was running close to its potential and stronger business investment suggested economic capacity could grow even further without lifting the inflation rate.
Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.
The investment amount of $ 2.5 million in this example should be based on what the plan shows as necessary to get the business going — money that will be well spent on the business.
The investment coincides with HPE (hpe) opening a new Singapore headquarters for the Asia - Pacific and Japan region, according to Singapore - based The Business Times.
Based on this, the company aims to expand its R&D investment to 10 % of the sales for core auto components and future business, focusing on development of future advanced technologies.
If you've been in business for a while, it might be tough to pull together all the numbers to calculate an ROI based on initial and ongoing investments.
The JOBS Act, signed into law last spring, includes a provision that will make it legal for small businesses to solicit crowd - based investments of up to $ 1 million.
We look at venture capital investments by state, as well as small - business lending on a relative basis.
Investing in women is smart business, says Kathryn Swintek, general partner and member of the Investment Committee of Golden Seeds Fund 2, part of New York - based angel network Golden Seeds, which comprises more than 275 investors, 80 percent of whom are women.
He will advise Terry Laughlin, Bank of America vice chairman and head of Global Wealth and Investment Management, as well as the Bank of America and GWIM leadership teams on business integration, goals - based wealth management and regulatory matters.
After decades of attempting to entice real estate and business investments, as well as a resident base with higher taxable income... cities now find themselves with a significant amount of all three.
Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.
• Copley Equity Partners completed a majority investment in North Star Leasing, a Burlington, Va. - based provider of equipment financing solutions for businesses in a variety of industries.
• Fundamental Capital made an investment of an undisclosed amount in Voodoo Doughnut, a Portland - based doughnut company, according to the Portland Business Journal.
Klein has won two equity investments in her company, Cincinnati - based SoMoLend, a business crowdfunding site.
«Investments in mobile search, mobile cloud, location - based services and consumer produces like mobile games are helping to build a moat around Baidu's business.»
«Growth in household borrowing has moderated and residential investment is on a more sustainable track,» Poloz assured the business audience, adding, however, that «nonetheless, the risks around this base case need to be managed.»
Local rivals like Didi Kuaidi — itself valued at $ 16.5 billion with backing from Chinese behemoths like Tencent and Alibaba (baba)-- have kept pace with Uber's investment in the country (Uber's China business is valued at around $ 8 billion based on its latest funding round in January).
Consumer and business sentiment about the economy has risen sharply based on the notion the incoming administration of Republican President - elect Donald Trump and a Republican - controlled Congress would enact big tax cuts and infrastructure spending and loosen regulations, which would boost spending and investments.
It's a little riskier than holding a big bank in your retirement account, but if you don't mind owning a $ 205 million market - cap business then there could be some good upside ahead, says Bruce Campbell, president and portfolio manager at Kelowna - based StoneCastle Investment Management.
«With angel investors and venture capitalists, they generally accept that some investments are not going to do well, but they also know the ones that do very, very well will more than compensate,» says Janet Bannister, partner of Real Ventures, a Montreal - based venture fund that invests in early - stage businesses.
Unfortunately, many small businesses fall into the trap of choosing the keywords based on volume — thinking the ones that provide the most traffic will be the best investment.
J.B. said that his ultimate decision to make an investment in Signal (which topped Crain's Chicago Business 2016 Fast 50 list) was largely based on his confidence in the experience, talent and prior successes of the CTO recruited to the founding team.
THE Australian Securities and Investments Commission is currently scrutinising companies that fundamentally alter the direction of their business to incorporate Internet - based and «hi - tech» assets.
BuildGroup's model is based on a long term investment approach that helps companies accelerate their current business while establishing the foundation for significant future growth.
The acquisition price implies a total equity value of approximately $ 52.4 billion and a total transaction value of approximately $ 66.1 billion (in each case based on the stated exchange ratio assuming no adjustment) for the business to be acquired by Disney, which includes consolidated assets along with a number of equity investments.
Tiger Global has exited its eight - year - old investment in Mumbai - based Just Dial Ltd, which runs the online business directory Justdial.com.
Jeffrey Towson, a business professor at Peking University and a former investment executive at the Saudi Arabia - based Kingdom Holding Company, argues that it is easy to be «too pessimistic» about the Chinese economy.
DALLAS, August 20, 2014 — Highland Capital Management, L.P., («Highland»), a Dallas - based investment management firm, which together with its affiliates has approximately $ 19 billion in assets under management, today announced the launch of its non-traded product line with a publicly - registered Business Development Company (BDC) NexPoint Capital, Inc..
Client assets in the Advice and Wealth Management business grew as more clients pumped assets into fee - based investment advisory, or wrap, accounts.
The Maryland attorney general's office ordered Towson - based High Point Wealth Management to halt a business it runs from the former offices of a financial management company that faced penalties last year for fraudulently misrepresenting investment risks...
Our understanding is that it was not based on investment performance nor testimonials from clients or business partners.
Combined with low capital intensity — which means that a relatively low capital base is required to grow the business — the result is the potential for an extremely high return on investment.
Prior to launching his investment career in 1999, Mr. Tilson spent five years working with Harvard Business School Professor Michael E. Porter studying the competitiveness of inner cities and inner - city - based companies nationwide.
Beyond the absurdity of basing investment decisions on a temporary weather event, these recommendations can be harmful to investors because they involve some stocks with very shaky fundamentals at a time when market volatility makes investing in strong businesses all the more important.
If the Fed were to continue hiking rates based on the current low rate of productivity growth for fear that inflation would accelerate, that would tend to keep productivity growth permanently depressed by preventing wage pressures from pushing businesses to investment in productivity boosting technologies.
The budget checks off some of the requests on the clean tech sector's wish list, starting with «nearly $ 1.4 billion in new financing, on a cash basis» for clean tech (a mix of equity investments, working capital, and project finance to come from Export Development Canada and the Business Development Bank of Canada.)
The now - endangered fiduciary rule is based on a simple — and seemingly unarguable — principle: that in giving advice to clients with retirement funds, stockbrokers, registered investment advisers and insurance agents must act in the best interests of their clients... It simply doesn't seem like a good business practice for Wall Street to tell its client - investors, «We put your interests second, after our firm's, but it's close.»
We develop long - term business investment solutions based on a personalized plan and aligned with client's core values and strengths.
You should neither construe any of the material contained herein as business, financial, investment, hedging, trading, legal, regulatory, tax, or accounting advice nor make the information on this website the basis for any investment decision made by you or on your behalf.
Aquiline Capital Partners, founded in 2005, is a private equity firm based in New York investing in businesses across the financial services sector in banking and credit, insurance, investment management and markets, and financial technology and services.
In addition, McKinsey & Company estimates that between 3 - 4 % of the limited partnership interests in the private equity and venture capital business trade on an annual basis, or approximately $ 1.2 B. Combining both of these figures, the secondary market for both LP and direct venture capital investments amounted to more than $ 2.45 B and represented 8 % of all venture investments in the industry.
The Ontario Capital Growth Corporation (OCGC) today announced selection of two fund managers to oversee its Ontario - based cleantech business investments.
Defy offers a suite of services that includes intensive personal and leadership development, competition - based entrepreneurship training, executive mentoring, financial investment, and business incubation.