Sentences with phrase «investment company structured»

Concept # 1: A mutual fund is an investment company structured as a business corporation and managed by a Fund Manager.

Not exact matches

The company signaled it was in trouble in January, announcing it was working with investment bank Lazard to evaluate a capital structure solution to ensure its long - term success.

It's building insurance companies; it's building pension funds; it's building whole structures that we need for long - term investments,» said Mark Tinker, who is Head of Framlington Equities Asia at AXA Investment Managers.

It's building insurance companies; it's building pension funds; it's building whole structures that we need for long - term investments,» said Mark Tinker, who is

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 transactions are structured so as to spare institutional backers of the ride - hailing firm the pain of marking down the value of their investments, while at the same time offering staff an exit well below what they may have been hoping for before the company was hit by a string of governance scandals.

The company's rapid expansion under Josef Ackermann as a global investment bank saddled it with an unwieldy structure and a culture of excessive risk - taking, critics say.

Company e-sites with errors in content, structure, or navigation have the capacity to plunge businesses far behind their competitors and obliterate painstaking calculations of return on investment.

That investment structure ended up being in the form of subordinated debt, a solution that allowed Assell and GolfTEC to rapidly increase the company's growth.

That complicated structure and constant stream of new investments has made valuing the company extremely difficult and analysts often note that its market value does not accurately reflect the value of its massive holdings.

He structured his new firm in a completely novel way — as a «mutual mutual fund,» or an investment company that would be owned by its member funds and operated wholly in the interest of its shareholders.

However, small companies might not always be able to attract investment advisers who can structure deals and sell well.

That said, products linked to the value of underlying digital assets, including bitcoin and other cryptocurrencies, may be structured as securities products subject to registration under the Securities Act of 1933 or the Investment Company Act of 1940.

Maybe another way to look at this is the following: The markets for products / services, especially in the software space do no warrant a heavy cost structure and logically, a big company or a huge VC investment.

And we omitted real - estate - investment trusts, oil - and - gas explorers, holding companies, financial institutions, closed - end funds, and foreign entities, on the grounds that including such anomalous structures scrambles data into an apples - and - oranges mà ‰ lange.

And these Communist party committees are expected to have a voice in the way the company is run, its strategies, its investments, its structure and relationships.

Henry, who spent 20 years in the Navy, agreed to pay a company associated with Structured Investments Co. of Southern California $ 1,070 a month in return for money upfront.

He is a partner of ValueAct Capital, a governance - oriented investment fund that invests in a concentrated portfolio of public companies and works actively with executives and boards of directors on issues of strategy, capital structure, mergers and acquisitions, and talent management.

The form of investment is dependent on the company's relative maturity with seed stage investments typically structured as convertible notes while early stage companies issue preferred equity in exchange for investor funds.

Neither this article nor that post are investment recommendations but, rather, an academic overview meant to help you understand the structure, purpose, and benefits of holding companies in certain specific contexts.

Given the relative position in the capital structure and security surrounding debt investments, the rate of return for creditors of a given company is typically lower than the company's equity holders.

The Company uses the proceeds raised from the issuance of units to invest in SMEs through local market sub-advisors in a diversified portfolio of financial assets, including direct loans, convertible debt instruments, trade finance, structured credit and preferred and common equity investments.

Our analysts cover a broad range of industries, with investment thesis being formed across the capital structure for individual companies.

Prior to joining CFA Institute, Stammers was the principal for his founded company where he consulted for real estate owners, lenders, and syndicators to develop and analyze structured real estate investments.

China Unicom worked with several foreign companies to devise an investment structure called «China - China - foreign» to get around the...

You state that the Investment Vehicle will likely be structured as a limited liability company or limited partnership, and will be responsible for all organizational costs and expenses associated with its formation and the investment in the Portfolio Company.4 You also state that AngelList Advisors will provide the initial capital required to pay such organizational costs andInvestment Vehicle will likely be structured as a limited liability company or limited partnership, and will be responsible for all organizational costs and expenses associated with its formation and the investment in the Portfolio Company.4 You also state that AngelList Advisors will provide the initial capital required to pay such organizational costs and excompany or limited partnership, and will be responsible for all organizational costs and expenses associated with its formation and the investment in the Portfolio Company.4 You also state that AngelList Advisors will provide the initial capital required to pay such organizational costs andinvestment in the Portfolio Company.4 You also state that AngelList Advisors will provide the initial capital required to pay such organizational costs and exCompany.4 You also state that AngelList Advisors will provide the initial capital required to pay such organizational costs and expenses.

Through regionally based retail venture capital funds, GrowthWorks identifies, analyzes, and structures investments in companies with high growth potential.

This structure provides a layer of protection for investors, as it helps insulate each investment from financial issues related to other investments or the parent company.

«We offer a variety of financing structures and have the flexibility to structure our investments to meet the needs of our portfolio companies.

There are several different investment structures that are used to invest in startups and early - stage companies.

Pappas Specialized Fund Management is supporting Chiesi's North American market expansion strategy by identifying the most promising investment opportunities, structuring investment transactions and overseeing portfolio company relationships.

It did this by allowing banks, investment banks, and insurance companies to deduct half of the lender's interest income in computing their own corporate taxes for loans or structured bonds to corporations to access credit to finance ESOPs for broad groups of employees.

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.

Michael is an assistant professor of finance and a frequent consultant to companies regarding capital structure decisions and investments.

Individuals, personal investment companies, operating companies, family trusts and estates are all examples of acceptable borrowing structures.

Forti will be responsible for sourcing, originating and structuring new lending investments for Gordon Brothers Finance Company.

Prior to GWJE, Gregory was a SVP at CMA Capital Management, where he advised large banks and leasing companies in structuring investments.

Tokens, if indeed they are investment contracts, are not typical investment contracts like stock or debt in that they do not represent a claim against the company, but rather they represent an ability to write to some data structure that the company has built (in common market practice).

Jo Welman is an adviser to Epic Private Equity and the Non-Executive Director for ARK Syndicate Management Ltd, as well as advising several small companies and individuals on the structure and allocation of their investments.

A large portion of the companies are structured as Real Estate Investment Trusts (REITs).

Where the offering of any cryptocurrency - related product involves an invitation to the Hong Kong public to acquire «securities» or «structured products», or to participate in a «collective investment scheme», authorisation or registration requirements under the SFO or the Companies (Winding Up and Miscellaneous Provisions) Ordinance (if relevant) may be triggered unless an exemption applies.

«The Israeli market is accessible to ordinary companies — those not structured as real estate investment trusts, or REITs — that want to raise relatively small amounts of debt from the public.»

In most cases, we can implement investment structures to achieve a company's various financing objectives without negative tax consequences.

Investment Manager essential duties are: 1) Leadership of transaction execution — oversight of all advisors (financial, legal, market and technical), oversight of all financial modelling, pro-active management of timeline and primary point of contact for investment team; 2) Strong input on transactions sourcing; 3) Managing multiple transactions; 4) Negotiate and create optimal commercial, financial and legal structures; 5) Creation of materials for the Investment Committee («IC») sufficient to allow the IC to approve or reject activities, commitments, investments, and exits in accordance with company risk preferences, appetite, processes, etc.; 6) Creation and management of transaction closing processes; 7) Developing, instructing, training, mentoring, and coaching junior Investment Manager essential duties are: 1) Leadership of transaction execution — oversight of all advisors (financial, legal, market and technical), oversight of all financial modelling, pro-active management of timeline and primary point of contact for investment team; 2) Strong input on transactions sourcing; 3) Managing multiple transactions; 4) Negotiate and create optimal commercial, financial and legal structures; 5) Creation of materials for the Investment Committee («IC») sufficient to allow the IC to approve or reject activities, commitments, investments, and exits in accordance with company risk preferences, appetite, processes, etc.; 6) Creation and management of transaction closing processes; 7) Developing, instructing, training, mentoring, and coaching junior investment team; 2) Strong input on transactions sourcing; 3) Managing multiple transactions; 4) Negotiate and create optimal commercial, financial and legal structures; 5) Creation of materials for the Investment Committee («IC») sufficient to allow the IC to approve or reject activities, commitments, investments, and exits in accordance with company risk preferences, appetite, processes, etc.; 6) Creation and management of transaction closing processes; 7) Developing, instructing, training, mentoring, and coaching junior Investment Committee («IC») sufficient to allow the IC to approve or reject activities, commitments, investments, and exits in accordance with company risk preferences, appetite, processes, etc.; 6) Creation and management of transaction closing processes; 7) Developing, instructing, training, mentoring, and coaching junior personnel;

The company's decision not to pursue retail investor fund structures is not only more prudent from an investment standpoint, it's a more coherent strategy for their business — which is investing, not chasing down Main Street investors.

For those who have researched the industry, the systematic process for evaluating and completing a new venture capital investment opportunity has many different and structured approaches that can differ widely by Venture capital firms, and can vary greatly due to specifics of the target company or the transaction process.

Pieter is a seasoned advisor, investor, and mentor is President & CEO of Redpeaks Management Inc., a consulting firm focused on advising early - stage technology companies on finance and investment, corporate development, legal structure, and overall business strategies.

Whilst Cambridge Angels have invested in a wide range of companies in recent years, it is worth noting that many of our deals have been structured to qualify under the Enterprise Investment Scheme (EIS).

Our company has a very horizontal structure with blurry lines of responsibility between our investment leaders.

There is quite a strong argument that in spite of its deployment as a form of monetary inflation QE was empirically deflationary via numerous channels: by encouraging cash hoarding by savers in the absence of adequate income; by skewing wealth and income towards those most likely to hoard it; by an inter-temporal Ricardian equivalence; in your own Austrian terms by driving excess investment to the upper reaches of the production structure, creating excess capacity and malinvestment; by skewing the incentives of company directors towards short - term speculation; by perpetuating the survival of zombie entities; by encouraging investment in unproductive assets.