Sentences with phrase «equity clients in»

Jeanie also regularly advises public and private companies and private equity clients in connection with executive compensation and employee benefits issues arising in the context of mergers, acquisitions, spin - offs, restructurings, and similar corporate transactions.

The Boston group mainly serves emerging companies and private equity clients in the technology sector.

Find out which law firms are representing which Private equity clients in Germany using The Legal 500's new comprehensive database of law firm / client relationships.

From 2001 to 2005, Ms. Peluso was an Associate with Chadbourne & Parke LLP in New York where her practice focused on representing private equity clients in M&A and securities and general corporate matters.

Represented a private equity client in the recapitalization and related debt financing arrangements of a global manufacturer with sales offices in the US, Vietnam, Asia and Europe, and manufacturing facilities in China, Vietnam, Indonesia and Korea.

Not exact matches

But Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management, also highlights a paradigm shift in the way investors should think about picking stocks and about diversification itself.

One former client, an appliance company, agreed to pay in cash and equity.

Red Antler is a branding company that frequently takes equity in startup clients.

Since partnering with Harry's, Gin Lane has taken equity in several other clients, usually accepting a 1 to 3 percent piece.

«If you're Lemonade, for example, and you need an insurance license in every state, you have to give us equity to get that for you, but we also won't take you on as a client unless we get investment rights,» Tusk says.

«Financial conditions will tighten this year, and we can no longer say that investor sentiment and positioning is muted,» Mike Wilson, Morgan Stanley's chief US equity strategist, wrote in a client note.

So our recommendation to our private wealth management clients is that they should stay invested in equities, because we can't predict what will happen with North Korea.

«We expect both a deterioration in earnings quality and a peak in organic growth in 2018,» Mike Wilson, Morgan Stanley's chief US equity strategist, wrote in a client note.

«Failure of tax reform is enough of a short - term possibility that it is worth hedging,» Rocky Fishman, an equity derivatives strategist at Goldman Sachs, said in a client note.

As for «peak earnings,» Michael Wilson, chief U.S. equity strategist and CIO of Morgan Stanley Wealth Management, said in a note to clients on Sunday that» [W] e think the market is digesting the fact that the tax cut last year has created a lower quality increase in US earnings growth that almost guarantees a peak rate of change by 3Q.»

«This is the first significant decline in the frequency of their use since the onset of the Enlightenment in the 18th century,» Inigo Fraser - Jenkins, a senior analyst at Bernstein who leads the firm's global quantitative and European equity strategy, said in a note to clients.

Once that has happened, Lunar as the major equity holder will begin paying its development partners in stock, thereby controlling their own destiny, not just relying on clients.

Like many service - company owners today, Gerdes tries to maneuver an equity stake in her clients whenever possible — typically 1 % to 3 %.

By setting up deals in which Lunar would receive equity - based compensation from its clients, the founders could tap into «the power of the multiple» — the ability to turn what might have been simply a fee - for - service payment into an equity stake worth much more in the long run.

As a result, he says, the client is often willing to offer more in equity than the equivalent in cash «because the [designer's] motivation and the quality of the work could be better.»

When asked where to invest, Fink turned the question over to BlackRock's equity team, which believes commodities will play an important part in client portfolios in the future.

«In equities, as I touched on before, we've been onboarding clients, continuing to invest in execution services and infrastructure.&raquIn equities, as I touched on before, we've been onboarding clients, continuing to invest in execution services and infrastructure.&raquin execution services and infrastructure.»

His company will also offer private equity securities, giving clients a chance to invest in companies not listed on any exchange, something Lee - Chin became convinced was necessary over the three years he had to plan his return.

However, commodities often have a negative correlation to equity - market downturns, and during those times my clients are always reminded of their importance in the strategy.

«Any potential NFL boycott is more likely to be determined in this weekend's results,» Shawn Quigg, an equity derivatives strategist at JPMorgan, wrote in a client note.

«Clarity on the Cambridge issue and FB's willingness to self - regulate are likely near - term catalysts that may reduce investor fears, stabilize the stock, and position it for a recovery into Q1 results,» Shawn Quigg, an equity derivatives strategist at JPMorgan, wrote in a client note.

«Microsoft is unable to connect with the new generation of users,» wrote Global Equities analyst Trip Chowdhry in a 2010 research note to his clients, about as damning a sentence as you can muster for a technology company.

David Kostin, chief U.S. equity strategist at Goldman Sachs, says the parallels between recent market action and that in March 2000, when the tech bubble burst, «dominated client discussions» last week.

The majority of Jim's 30 - year career has been spent brokering futures and options trades for large institutional clients in equity indexes, interest rate products, commodities and foreign exchange.

In a statement, the firm said the majority of its clients sustained losses which exceeded their account equity.

It's a good opportunity to communicate with clients of mine who are overseas or are in private equity or finance.

$ 4.95 commission applies to online U.S. equity trades in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients.

While Morgan Stanley has become more of a gatherer of client assets and less of a flashy trader, it still does a fair bit of trading, especially in equities.

The Firm delivered progress across many of our key initiatives, increasing client penetration in equity derivatives and interest rate products as well as achieving a significant milestone in the integration of MSSB with the initial roll out of our new technology platform.

While we have to say, and we actually believe, that past performance is no guarantee of future returns, we believe that Woodstock represents our clients» best opportunity to capture that equity - like return into their own accounts rather than negotiate it away in purchasing an investment product, because we believe we have done it.

Amherst assists middle - market companies, private equity clients, and independent sponsors in securing flexible debt and equity capital that supports our clients» objectives.

He advises clients in a broad range of corporate and commercial matters, including debt and equity financings, private equity and venture capital transactions, mergers and acquisitions, corporate governance, shareholder arrangements, corporate reorganizations and public markets matters.

Justin spends the majority of his time working with private equity funds and corporate clients in the healthcare sector.

«The energy sector posted stronger returns in September due to a rebound in oil prices which helped lift Canadian equities, while the bond market slipped into negative territory after strong Canadian economic growth led the Bank of Canada to raise interest rates for the first time in seven years,» said James Rausch, Head of Client Coverage, Canada, RBC Investor & Treasury Services.

We have already met with Sandy in person and feel confident that our goals remain aligned, and that the new ownership structure won't impede Edinburgh's ability to continue providing diligent, insightful management of our clients» international equities.

There she was responsible for overseeing the financial statement audits for various clients in the private equity and manufacturing industries.

He was responsible for analyzing private equity, venture capital, and real estate funds in support of the firm's clients and consultants.

Here's an interesting question for investment professionals: Do you have a retiree with an equity heavy portfolio who has to make a withdrawal in a bear market during the early years of the client's retirement?

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.

* Strategic Advisers, Inc. (SAI), applies tax - sensitive investment management techniques in the Fidelity ® Tax - Managed U.S. Equity Index Strategy, including «tax - loss harvesting,» at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.

In that role, Mike focused on supporting Passive Equity products as a subject matter expert and a liaison between the portfolio management team and the client - facing functions at SSGA.

Our Investing & Lending businesses provide promising companies and other clients with the capital they need to grow — either in the form of a loan or an equity investment.

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.

We see solid client activity in equity products, particularly outside of the United States, and there was a growing need for active investment management options.

Beforehand, he spent 20 years at GE Capital, investing in and lending to institutional private equity commercial real estate clients.