Sentences with phrase «including equity hedges»

Not exact matches

The roster of speakers also included fellow billionaire hedge fund investor Daniel Loeb, private equity titan David Rubenstein and former Federal Reserve Chairman Ben Bernanke.

SecondMarket's online auction platform has more than 10,000 participants, including global financial institutions, hedge funds, private equity firms, mutual funds, corporations, and other institutional and accredited investors that collectively manage more than $ 1 trillion in assets available for investment.

These include currency - hedged ETFs, triple - levered ETFs based on commodities, unconstrained bond funds with short positions betting against U.S. Treasurys, private equity funds, emerging market debt instruments, historically less - liquid bank loan funds, and all manner of actively managed strategies packaged in supposedly easy to buy and sell wrappers.

Take the private - equity marketplace, a broadly defined investment sector that includes venture capitalists, large and small angel investors, hedge funds, private investment pools, and even insurance companies and other institutional players that either participate through money - management funds or make direct capital investments in growth companies.

Those included stock in companies like Bank of America and Kraft Heinz, as well as stakes in a variety of private equity and hedge funds.

For example, during 2008 and 2009, many third - party investors that invest in alternative assets and have historically invested in our investment funds experienced significant volatility in valuations of their investment portfolios, including a significant decline in the value of their overall private equity, real assets, venture capital and hedge fund portfolios, which affected our ability to raise capital from them.

In addition, Chris was a senior member of Makena's Absolute Return investment team, where he focused on hedge fund investments across numerous strategies, including distressed credit, hedged equity, structured credit, specialty finance, macro and reinsurance.

Private Funds (which include hedge funds and private equity funds) often engage in speculative investment techniques and are only suitable for long - term, qualified investors.

Hedge - fund firms whose trading includes equities may eventually seek to hire SAC portfolio managers, the people said.

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

As to the GDF, the same Plan Description advised Sulyma that the asset mix of the GDF included «domestic and international equity, global bond and short - term investments, hedge funds, private equity, and real assets (e.g. commodities, real estate & natural resource - focused private equity).»

Four common strategies used by hedge fund managers include: long - short equity, relative value, event driven and global macro.

This includes well - established equity hedge fund managers in the Australian market and a number of emerging managers, which are both performance driven and capacity constrained.

Previously within GEBS, he served as a portfolio manager and product specialist for US equity strategies and synthetic beta strategies, including commodities, buy / write, and hedge fund replication.

Our portfolio values both balance and flexibility and includes a global mix of large -, mid -, and small - cap equities, hedge funds, venture capital and alternative investments.

You need to know the data you are relying on is accurate and fresh — and represents the best options available worldwide across every asset class, including equity, fixed income, balanced, multi-asset, hedge funds and private markets.

Max is backed by its founder and sophisticated investors including family offices, a Fortune 500 CEO, and investment professionals from leading hedge funds, real estate and private equity funds.

Adjusted EBITDA is defined as net income / (loss) from continuing operations before interest expense, other expense / (income), net, provision for / (benefit from) income taxes; in addition to these adjustments, the Company excludes, when they occur, the impacts of depreciation and amortization (excluding integration and restructuring expenses)(including amortization of postretirement benefit plans prior service credits), integration and restructuring expenses, merger costs, unrealized losses / (gains) on commodity hedges, impairment losses, losses / (gains) on the sale of a business, nonmonetary currency devaluation (e.g., remeasurement gains and losses), and equity award compensation expense (excluding integration and restructuring expenses).

Blake counsels asset managers and broker - dealers on all aspects of the development and distribution of alternative investment products, including registered investment companies, business development companies, and other permanent or long - term capital structures, as well as hedge funds and private equity funds.

They included private - equity stakes, auto loans, a life insurer, a student - loan firm, a fund - of - hedge - funds business as well as mortgages and corporate bonds.

Our equity investments include private equity funds, direct equity investments and hedge fund investments.

Before joining Alston & Bird, Blake was general counsel for a manager and distributor of alternative investment products, including an externally managed, public, non-traded business development company, and a senior lawyer for a manager of hedge funds and separately managed accounts employing relative value and macro fixed income and equity strategies.

Other Assets — This is the catch - all category including private equity, hedge funds, crowdfunding and peer lending.

Breakthrough ideas might include hedging equity exposure, creating a Grantor Retained Annuity Trust, gifting an appreciated asset, and tax - loss harvesting.

Mr. Taback leads the GAI team that manages proprietary and non-proprietary alternative investment products and services — including option strategies, hedge funds, managed futures, commodities, private equity, and private real estate offerings — that complement traditional investment portfolios.

Breakthrough ideas might include hedging equity exposure, creating a Grantor Retained Annuity Trust, gifting an appreciated asset, tax - loss harvesting, or an off - site family meeting.

For our largest accounts, an independent investment advisor or wealth manager may also recommend alternative investments (including hedge funds, private equity / venture funds, and private debt) for your portfolio.

Alternative investment asset classes include real estate, real assets (e.g., commodities, infrastructure) and private equity, while alternative strategies primarily consist of hedge strategies, including use of derivatives.

Rebalanced quarterly, the index is comprised of all eligible hedge fund strategies, including but not limited to equity hedge, event driven, macro, and relative value arbitrage, that meet certain criteria include UCITS compliance, net performance reporting, at least biweekly NAV reporting, and at least $ 10 million of assets under management or 6 months of track record.

Other strategies gaining traction include volatility hedging (e.g., hedging the S&P 500 with VIX futures), and hedging equities against gold futures.

Additionally, depository banks were forced to substantially reduce their involvement in proprietary trading, which included investment vehicles such as private equity and hedge funds.

He is widely - recognized for his extensive research and writing on private equity and hedge funds which includes the production of hundreds of articles, interviews, books and video modules.

From January 2000 until August 2009, Mr. Meyercord focused on investing in public equities in the Asian real estate, telecommunications and consumer sectors at several different hedge funds, including Kelusa Capital (2007 - 2009), Avenue Capital (2005 - 2007) and Banyan Fund Management (2000 - 2005).

The QFOP program includes training in many diverse areas related to investing capital for the ultra-affluent, including financial modeling & analysis, hedge funds, private equity, and investment banking.

Whichever path a newly constituted Fed takes, it will matter for many reasons, including whether bonds continue to provide a reliable hedge against equity risk.

B.J. Bellock has over 25 years of experience in the financial industry, dedicating most of his career to working with Alternative Investors, including Hedge Funds, Venture Capital Funds and Private Equity Funds along with other Institutional Investors.

The list of alternative investment classes includes real estate, private equity, developing - country stocks and bonds, hedge funds and commodities.

«They include large private investors based in Sydney, private equity firms looking for an inflation hedged deal with a land component and Asian retail chains looking for product supply certainty.»

Proskauer's private equity litigation blog focusing on disputes and regulatory matters unique to private investment funds, including PE, VC, and hedge funds.

Background Houghton Mifflin Harcourt is owned by private - equity concerns, including hedge fund Paulson & Co..

Assets in interval funds might include investments like commercial property, such as tracts of farmland or forestry land, hedge funds and other private equity funds, business loans, catastrophe bonds and real estate securities.

Explore Income Generating Investments: Originally most equity investments were made with an eye towards how much income they would pay to the stock holder; today Dividend paying stocks (or ETFs or Mutual Funds) play that role along with Fixed Income (Bond / Debt) investments and increasingly more sophisticated investors are looking into Alternative Investments («Alts» include private equity, hedge funds, managed futures, real estate, commodities and derivatives contracts).

There is a lot more to say on the topic of foreign equity ETFs, including suggestions on how you can dramatically lower that 1.5 % currency exchange fee, and a look at whether the currency hedging in Canadian ETFs is really a good deal.

The Secret Society is the domain of investors that have figured out how to make returns in excess of the risks they assume and includes the realm of hedge funds, private equity funds and actively managed investments.

Deutsche X-Trackers MSCI Eurozone High Dividend Yield Hedged Equity ETF (HDEZ) tracks an underlying index that requires consistent dividend payments and screens for quality factors including ROE, earnings variability and debt to eEquity ETF (HDEZ) tracks an underlying index that requires consistent dividend payments and screens for quality factors including ROE, earnings variability and debt to equityequity.

The site features newly added alternative asset classes including real estate, hedge funds, and private equity.

CME's products hedge exposure to various markets including interest rates, West Texas Intermediate (WTI) crude and equity indices.

About bambooinnovator KB Kee is the Managing Editor of the Moat Report Asia (www.moatreport.com), a research service focused exclusively on highlighting undervalued wide - moat businesses in Asia; subscribers from North America, Europe, the Oceania and Asia include professional value investors with over $ 20 billion in asset under management in equities, some of the world's biggest secretive global hedge fund giants, and savvy private individual investors who are lifelong learners in the art of value investing.

Award winning product offerings include institutional separate accounts, CLOs, hedge funds, private equity funds, mutual funds, REITs, and ETFs.

Join in the penetrating investment dialogues with our existing institutional subscribers from North America, Europe, the Oceania and Asia, including professional value investors with over $ 20 billion in asset under management in equities, secretive global hedge fund giants, and savvy private individual investors who are lifelong learners in the art of value investing.