Sentences with phrase «equities held through»

For most assets there isn't a difference between the treatment of the RRSP and TFSA, except US equities held through US vehicles, which can save the withholding tax in the RRSP (and international equities gets complicated but let's say a weak RRSP preference as well).

Not exact matches

Most companies were able to hold out through the price troughs of 2015, Jefferies equity analyst Jason Gammel said, but 2016 could set the backdrop for further acquisitions by year - end.

Including investments in consumer companies he holds through Maveron, a venture capital firm he co-founded — and the tens of millions of dollars of equity he owns in Groupon (GRPN) as a director — his net worth is in the neighborhood of at least $ 2 billion, which isn't bad for a kid who grew up in the projects of Brooklyn, on the seventh floor at 1560 East 102nd St. Obama himself, according to Schultz, said he was «very aware of my personal story.»

So when Daren Metropoulos bought the 12 - bedroom house in 2016, it was the private equity firm Rizvi — through a shell company called «Mansion Holdings» — on the other side of the $ 100 million deal, according to the public records.

In March 2017, Li, through CKP Holdings, a unit of Cheung Kong Property Holdings, agreed to acquire Toronto, Canada - based water heater and air conditioner manufacturing firm, Reliance Home Comfort from American private equity firm Alinda Capital Partners, for $ 2.1 billion.

To the fullest extent permitted by applicable law, you agree to indemnify, defend and hold harmless Daily Harvest, and our respective past, present and future employees, officers, directors, contractors, consultants, equityholders, suppliers, vendors, service providers, parent companies, subsidiaries, affiliates, agents, representatives, predecessors, successors and assigns (individually and collectively, the «Daily Harvest Parties»), from and against all actual or alleged Daily Harvest Party or third party claims, damages, awards, judgments, losses, liabilities, obligations, penalties, interest, fees, expenses (including, without limitation, attorneys» fees and expenses) and costs (including, without limitation, court costs, costs of settlement and costs of pursuing indemnification and insurance), of every kind and nature whatsoever, whether known or unknown, foreseen or unforeseen, matured or unmatured, or suspected or unsuspected, in law or equity, whether in tort, contract or otherwise (collectively, «Claims»), including, but not limited to, damages to property or personal injury, that are caused by, arise out of or are related to (a) your use or misuse of the Sites, Content or Products, (b) any User Content you create, post, share or store on or through the Sites or our pages or feeds on third party social media platforms, (c) any Feedback you provide, (d) your violation of these Terms, (e) your violation of the rights of another, and (f) any third party's use or misuse of the Sites or Products provided to you.

Following the reorganization and this offering, The Carlyle Group L.P. will be a holding partnership and, through wholly - owned subsidiaries, will hold equity interests in three Carlyle Holdings partnerships (which we refer to collectively as «Carlyle Holdings»), which in turn will own the four Parent Entities.

Prior to the consummation of the Formation Transactions described below, our business was operated through our predecessor limited liability company, SoulCycle Holdings, LLC, or SCH, the only members of which were Equinox Holdings, Inc., or EHI, our founders, Elizabeth P. Cutler and Julie J. Rice and trusts for the benefit of their respective families, and a special purpose vehicle formed to hold equity ownership in SCH on behalf of certain SCH employees.

Using survivorship bias - free performance, sales channel and holding data for active U.S. domestic equity funds with at least five years of history and substantial holdings / assets during 1980 through 2014, they find that: Keep Reading

In our opinion, the most dynamic way for investors to position for these changes is through a diversified holding of well selected gold mining equities, which stand to benefit in a dramatic way from a better gold price environment and improved investor sentiment.

With Knowles, a supplier of acoustic solutions to mobile phone makers and hearing aid manufacturers, we didn't buy the shares on the open market, but rather received them through a tax - free spinoff from longtime Oakmark Equity and Income Fund holding Dover Corporation.

These investing traits have carried me through some of the toughest times to hold equities and today I am glad I followed my own set of rules as it has served me well for many, many years.

I measure my success as an adviser with one eye on the growth of the core business and the other on how much equity the founders are able to hold on to through that process.

They printed a massive amount of Swiss Franc which they've converted to other currencies which they bought equities and they've done so well so the paper profit 55 billion last year equal to eight percent of their GDPall through the creation of money in order to keep the Swiss Franc weak, which they've managed to weaken against the Euro last year also by about 10 percent even though the Swiss itself held against the dollar was a little bit stronger..

Following the 48 % percent market decline in 1973 - 1974, investors made withdrawals from their holdings of equity mutual funds during 24 consecutive quarters, from the second quarter of 1975 through the first quarter in 1981 (From Jack Bogle's Common Sense on Mutual Funds).

The Board recommends a vote AGAINST a stockholder proposal seeking to have us adopt a policy requiring that senior executives retain a significant percentage of stock acquired through equity pay programs until reaching retirement age because our existing stock ownership guidelines and other compensation policies already effectively facilitate significant stock ownership by our executives, and establishing holding requirements based on a particular retirement age would not be in the best interests of our stockholders.

I just think that he was going through a second option and the bank just hustled him out and he was desperate, and retarded, and he was 65 and felt he had no option but to hold on to his own equity.

JAB will be investing equity capital from JAB Holding Company as well as through JAB Consumer Fund, an investment fund backed by a group of like - minded, long - term oriented investors.

At the third annual Excellence Through Equity Conference, held on September 15 — 16, 2016, in Indian Wells, we welcomed more than 600 community and education leaders, all focused on the mission of providing equitable learning for all students.

A $ 225,000 planning grant from the federal government, administered through the Wisconsin Department of Public Instruction, has been held up for Madison Prep as the gender equity issue is being studied.

One way accountability can be defined is through a high - stakes lens, which is when the school and district are held accountable for educating children, creating equity, and ensuring that students achieve.

However, Canadians already have significant holdings in local markets through index funds, ETFs, mutual funds or direct stock holdings and need to calibrate their allocation to Canadian equities to account for the additional exposure through VEU, which at present is 5.5 %.

I have gone through your article «Top Equity funds» for understand and selection of funds and visited Moneycontrol.com to compare portfolio holdings and percentage of overlap of selected three funds.

As you can see, the fund has remained invested in the markets through equity holdings.

Market participants are also exposed to these risks through equity holdings, corporate loans, and project finance in water - intensive sectors.

Using survivorship bias - free performance, sales channel and holding data for active U.S. domestic equity funds with at least five years of history and substantial holdings / assets during 1980 through 2014, they find that: Keep Reading

Finally, investors should exercise caution when investing in ETFs which hold currency or commodity futures contracts directly rather than through a proxy instrument, such as equity in currency or commodity related companies.

There are some things an investor can do including ramping up the risk of their portfolio through increased equity holdings to try and generate higher returns.

Taking the current index fund growth trend to its (il) logical extreme, if 95 %, 97 % or even 99 % of US equities were held through index funds, who would be determining the value of individual stocks and thus the composition and level of the indexes?

A typical strategy might involve investing half of the portfolio in a dividend - paying, growth fund such as the T. Rowe Price Equity Index 500 fund, which holds average risk and has returned 7.19 % annually on average through the 10 years ending July 1, 2016.

When looking at the above chart, it's clear that investors that held bonds through the last two equity bear markets were especially fortunate.

In taxable accounts, we prefer tax - efficient, low - cost equities, either held directly or through mutual funds.

As you consider migrating your public equity holdings away from traditional active management to smart beta, two portfolio construction questions come to the fore: which smart beta strategies should you include, and how should you manage those strategy allocations through time?

If you were an average investor and held the average asset allocation of 2004 to 2007 and had an investment policy to retain that asset allocation through periodic re-balancing, then you would have been a net buyer of equity assets as securities market values collapsed in 2008 and early 2009.

mREITs provide a simple way to hold an equity investment in the mortgage market with the liquidity and transparency of publicly traded equities — advantages not available through direct investment in mortgage loans and mortgage - backed securities.

If investors couldn't hold on through 50 % to 70 % portfolio declines (which is most of them), shouldn't they be taking action now (hedging, derisking, shifting from US to foreign equities, moving to cash, etc.)?

Significant matters / transactions include: Advised Xstrata South Africa (Proprietary) Limited on its offer to purchase Lonmin plc's entire issued share capital, # 5 billion Advised Telkom SA Limited on its unbundling of a 35 % stake in Vodacom Group (Proprietary) Limited, R35 billion Advised Edgars Consolidated Stores Limited on its acquisition by Bain Capital, R25, 5 billion Advised The Standard Bank of South Africa Limited and FirstRand Bank Limited (acting through its Rand Merchant Bank division) on the introduction of BEE equity participation in Sasol Limited and their arranging financing therefore, R25, 4 billion Advised FirstRand Bank Limited (acting through its Rand Merchant Bank division) and Nedbank Limited (acting through its Nedbank Capital division) as lenders to Richards Bay Titanium (Proprietary) Limited and Richards Bay Mining (Proprietary) Limited, R19 billion Advised Citibank N.A. on a bridge loan granted to Turquoise Moon Trading 427 (Proprietary) Limited by Citibank N.A. and JP Morgan Chase, R10 billion Advised British American Tobacco plc on its secondary listing on the JSE, R550 billion Advised Pioneer Foods Limited on its listing on the JSE Securities Exchange, R6 billion Advised the South African National Roads Agency Limited in respect of the Gauteng Freeway Improvement Project involving the construction and upgrade of the Gauteng freeway and the procurement of an open road tolling system, R44 billion Advised Absa Bank Limited (acting though its Absa Capital division), FirstRand Bank Limited (acting through its Rand Merchant Bank division) and Vunani Capital (as co-lead arrangers) and the South Africa National Roads Agency Limited (as issuer) on the establishment of its South African Guaranteed Domestic Medium Term Note Programme and the subsequent issue of notes thereunder, R32 billion Advised Shoprite Checkers (Proprietary) Limited on the proposed Brait Private Equity private equity buy - out (this did not proceed), R12 billion Advised Reclamation Holdings (Proprietary) Limited and various shareholders on the acquisition by Capitalworks Private Equity SP GP (Proprietary) Limited and Old Mutual Life Assurance Company South Africa Limited of a 20 % equity stake in Reclamation Holdings (Proprietary) Limited from various shareholders, R511 million Clients include: Multinationals, listed companies, financial institutions, entrepreneurs and Goveequity participation in Sasol Limited and their arranging financing therefore, R25, 4 billion Advised FirstRand Bank Limited (acting through its Rand Merchant Bank division) and Nedbank Limited (acting through its Nedbank Capital division) as lenders to Richards Bay Titanium (Proprietary) Limited and Richards Bay Mining (Proprietary) Limited, R19 billion Advised Citibank N.A. on a bridge loan granted to Turquoise Moon Trading 427 (Proprietary) Limited by Citibank N.A. and JP Morgan Chase, R10 billion Advised British American Tobacco plc on its secondary listing on the JSE, R550 billion Advised Pioneer Foods Limited on its listing on the JSE Securities Exchange, R6 billion Advised the South African National Roads Agency Limited in respect of the Gauteng Freeway Improvement Project involving the construction and upgrade of the Gauteng freeway and the procurement of an open road tolling system, R44 billion Advised Absa Bank Limited (acting though its Absa Capital division), FirstRand Bank Limited (acting through its Rand Merchant Bank division) and Vunani Capital (as co-lead arrangers) and the South Africa National Roads Agency Limited (as issuer) on the establishment of its South African Guaranteed Domestic Medium Term Note Programme and the subsequent issue of notes thereunder, R32 billion Advised Shoprite Checkers (Proprietary) Limited on the proposed Brait Private Equity private equity buy - out (this did not proceed), R12 billion Advised Reclamation Holdings (Proprietary) Limited and various shareholders on the acquisition by Capitalworks Private Equity SP GP (Proprietary) Limited and Old Mutual Life Assurance Company South Africa Limited of a 20 % equity stake in Reclamation Holdings (Proprietary) Limited from various shareholders, R511 million Clients include: Multinationals, listed companies, financial institutions, entrepreneurs and GoveEquity private equity buy - out (this did not proceed), R12 billion Advised Reclamation Holdings (Proprietary) Limited and various shareholders on the acquisition by Capitalworks Private Equity SP GP (Proprietary) Limited and Old Mutual Life Assurance Company South Africa Limited of a 20 % equity stake in Reclamation Holdings (Proprietary) Limited from various shareholders, R511 million Clients include: Multinationals, listed companies, financial institutions, entrepreneurs and Goveequity buy - out (this did not proceed), R12 billion Advised Reclamation Holdings (Proprietary) Limited and various shareholders on the acquisition by Capitalworks Private Equity SP GP (Proprietary) Limited and Old Mutual Life Assurance Company South Africa Limited of a 20 % equity stake in Reclamation Holdings (Proprietary) Limited from various shareholders, R511 million Clients include: Multinationals, listed companies, financial institutions, entrepreneurs and GoveEquity SP GP (Proprietary) Limited and Old Mutual Life Assurance Company South Africa Limited of a 20 % equity stake in Reclamation Holdings (Proprietary) Limited from various shareholders, R511 million Clients include: Multinationals, listed companies, financial institutions, entrepreneurs and Goveequity stake in Reclamation Holdings (Proprietary) Limited from various shareholders, R511 million Clients include: Multinationals, listed companies, financial institutions, entrepreneurs and Government

Comprehensively analyzed portfolios comprised of equity, fixed income, and alternative investment holdings to generate increased efficiency through mean - variance optimization and style diversification.

The refinance program was completed by Theta Holdings Company, L.P. through a combination of equity and debt along with East West Bank.

Originally established in 1989 as a privately held REIT owning eight centers in Texas, United Investors Realty Trust (NASDAQ: UIRT) went public in March 1998 through an IPO that generated $ 79 million in new equity...

mREITs provide a simple way to hold an equity investment in the mortgage market with the liquidity and transparency of publicly traded equities — advantages not available through direct investment in mortgage loans and mortgage - backed securities.

Properties that held as stable investments through the downturn are now showing significant appreciation and equity.

Construction and commercial real estate loans grew 10 percent over 2001, home equity loans grew 25 percent, and holdings of residential mortgage pass - through securities grew 20 percent.

Growth Equity Group is a nationwide real estate investment firm providing investors with the ability to hold deeded real estate within their retirement portfolios through self directed IRAs.

NorthMarq Capital, the largest privately held commercial real estate financial intermediary in the U.S., provides debt, equity and commercial loan servicing through over 300 mortgage banking professionals in regional offices coast - to - coast and services a loan portfolio of more than $ 52 billion.

NorthMarq Capital is the largest privately held commercial real estate financial intermediary in the U.S., who provides debt, equity and commercial loan servicing through its 37 offices nationwide.