Not exact matches
• White Oak
Equity Partners acquired a minority interest
in Blueshift
Asset Management, a Red Bank, N.J. - based quantitative
investment firm focused on statistical arbitrage and high - frequency trading strategies.
Reuters» monthly
asset allocation poll of 50 wealth managers and chief
investment officers
in Europe, the United States, Britain and Japan showed growing caution about
equities even as world stock markets surged to fresh highs
in January after repeatedly smashing records
in 2017.
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.
«
In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Account
In soliciting
investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Account
in the Fake Funds, CASPERSEN made the following false representations to investors, among others:
in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Account
in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family»
investment allocation
in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Account
in a security that was allegedly offered by a private
equity firm; CASPERSEN was personally investing
in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Account
in the security, and offering it to his family and a limited number of friends; the
investment was a credit facility secured by a portfolio of
assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the
investment was practically risk - free, as the loaned funds would remain
in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Account
in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.
The National Association of Real Estate
Investment Trusts («NAREIT») defines funds from operations («NAREIT FFO») as net income / (loss) attributable to common shareholders computed
in accordance with generally accepted accounting principles
in the United States («GAAP»), excluding gains or losses from sales of operating real estate
assets and change
in control of interests, plus (i) depreciation and amortization of operating properties and (ii) impairment of depreciable real estate and
in substance real estate
equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same basis.
The board has been dealing with the volatility of publicly traded stocks and low returns from government bonds by diversifying into other forms of
assets, including
equity in private companies and
investments in infrastructure such as highways and real estate.
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.
Depending on the opportunity and
asset class, Hedgewood is prepared to make relatively small
investments as well as significant
equity commitments
in any one transaction.
Investors who want to increase their tax deferred retirement savings beyond the contribution limits of an IRA or 401 (k), with the ability to invest
in a wide range of
investments including
equity, bond, and
asset allocation funds
The private
equity firm, which has
investments in several national security and tech - sector
assets, has also hired bankers to offload Anaren
in a separate deal that could be worth more than $ 800 million, the same people told Reuters.
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.
My point was and is that the
equity risk premium is bundled up closely with the nature of the security itself (i.e., being a publicly traded, relatively liquid
investment asset called an
equity, that has a very specific bundle of rights and risks attached to it), which has very different characteristics than the many other financial
assets available
in the economy (many of which have bundles of risk that are perceived as «riskier», and many of which are perceived as «less risky»).
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.
I believe you think we are heading for a long period of low returns, but still, with such a long
investment horizon ahead of you, don't you think it could make sense to be more exposed to public
equities, maybe
in passive index funds, and trust the long term wealth building power of that
asset class without so much attention to continuous portfolio rebalancing trying to anticipate short term returns?
Coupled with a lack of distributions from their existing private
equity and real
assets portfolios, many of these investors were left with disproportionately outsized remaining commitments to, and invested capital
in, a number of
investment funds, which significantly limited their ability to make new commitments to third - party managed
investment funds such as those advised by us.
Under the Bonus Plan, our compensation committee,
in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating expenses, operating income, operating margin, overhead or other expense reduction, product defect measures, product release timelines, productivity, profit, return on
assets, return on capital, return on
equity, return on
investment, return on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.
The Company's
equity method investments include its fund investments in Corporate Private Equity, Real Assets, and Global Market Strategies, which are not consolidated but in which Carlyle exerts significant infl
equity method
investments include its fund
investments in Corporate Private
Equity, Real Assets, and Global Market Strategies, which are not consolidated but in which Carlyle exerts significant infl
Equity, Real
Assets, and Global Market Strategies, which are not consolidated but
in which Carlyle exerts significant influence.
Acquisition: All broadcasting
assets of Canwest Global Communications Corp., including the acquisition of 100 % of the over-the-air and specialty television businesses of Canwest, including all of Canwest's
equity interests
in CW
Investments Co..
The Carlyle Group («Carlyle») is one of the world's largest global alternative
asset management firms that originates, structures and acts as lead
equity investor
in management - led buyouts, strategic minority
equity investments,
equity private placements, consolidations and buildups, growth capital financings, real estate opportunities, bank loans, high - yield debt, distressed
assets, mezzanine debt and other
investment opportunities.
Founded
in 1992, Cerberus focuses on four primary strategies: control and non-control private
equity; distressed securities &
assets; commercial mid-market lending and real estate - related
investments.
Because I manually input my Structured Notes portfolio into the
assets section, Patrick saw around $ 400,000 less
in equity investments than reality.
According to the GAO, there are over 485,000 IRAs, worth approximately $ 49.7 billion, invested
in unconventional
assets, such as energy
investments, equipment leasing, foreign - based
assets, farming interests, precious metals, private
equity, promissory notes (both secured and unsecured), real estate, and tax liens, as well as virtual currency.
New Energy Capital Partners, LLC («NEC»), a leading alternative
asset management firm focused on debt and
equity investments in small - and mid-sized clean energy infrastructure projects and companies, today announced its appointment as sub-advisor to North Sky Capital's Alliance Fund... Continue reading →
New Energy Capital Partners, LLC («NEC»), a leading alternative
asset management firm focused on debt and
equity investments in small - and mid-sized clean energy infrastructure projects and companies, today announced that it held a final closing for the New Energy... Continue reading →
A
equity investment in a high risk seed or early stage company does not align with the longer term nature of the
assets of a registered savings plan.
Are you and they willing to risk those
assets as
equity investment in a startup?
NexPoint Strategic Opportunities Fund (NHF) is a closed end fund that seeks current income with capital appreciation through
investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and
asset backed securities, collateralized debt obligations and
equities.
Christopher M. Sulyma filed a lawsuit on behalf of two proposed classes of participants
in the Intel 401 (k) Savings Plan and the Intel Retirement Contribution Plan, claiming that the defendants breached their fiduciary duties by investing a significant portion of the plans»
assets in risky and high - cost hedge fund and private
equity investments through custom - built target - date funds.
The lawsuit claimed the defendants breached their fiduciary duties by investing a significant portion of the plans»
assets in risky and high - cost hedge fund and private
equity investments through custom - built target - date funds.
NexPoint Strategic Opportunity Fund (NHF) is a closed end fund that seeks current income with capital appreciation through
investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and
asset backed securities, collateralized debt obligations and
equities.
This net position
in turn consisted of foreign currency
asset holdings equivalent to about 20 per cent of GDP, with more than three - quarters of this
in the form of
equity investment (including direct
investment by multinational companies
in their offshore operations).
Our team helps provide a variety of
investment choices through many channels as a Local
Asset management player, offering predominantly our
investment expertise
in both
equity and fixed income.
Plaintiff Christopher M. Sulyma, on behalf of two proposed classes of participants
in the Intel 401 (k) Savings Plan and the Intel Retirement Contribution Plan, claims that the defendants breached their fiduciary duties by investing a significant portion of the plans»
assets in risky and high - cost hedge fund and private
equity investments.
Strong markets correspond to time periods of the
equity market when National Bureau of Economic Research and Fidelity
Investments»
Asset Allocation Research Team place a high probability on the economy being
in either early or mid-cycle.
New Energy Capital Partners, LLC («NEC»), a leading alternative
asset management firm focused on debt and
equity investments in small - and mid-sized clean energy infrastructure projects and companies, today announced that it held a final closing for the New Energy Capital Infrastructure Credit Fund (the «Fund») with total capital commitments of $ 325 million.
* 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.
Focused on clean energy infrastructure
assets in North America, including solar, wind, energy efficiency, storage, and water, the Fund seeks to encompass a broad array of
investment structures, such as senior debt, subordinated debt, and preferred
equity.
Boomers, overall, seem to be the least diversified investors: 77 % of their
assets are
in cash,
equities, and fixed income, with a meager 8 %
in investment real estate, 4 %
in non-traditional
investments, and just 2 %
in precious metals.
ICI states that 90 % of
equity mutual fund
assets in private - sector IRAs are
in funds that charge less than 100 basis points
in operating expenses — and that private - sector IRAs offer more
investment choices than the state - run plan contemplates.
We expect that the New Credit Facility will contain a number of covenants that, among other things, restrict SSE Holdings» ability to, subject to specified exceptions, incur additional debt; incur additional liens and contingent liabilities; sell or dispose of
assets; merge with or acquire other companies; liquidate or dissolve itself, engage
in businesses that are not
in a related line of business; make loans, advances or guarantees; pay dividends or make other distributions (with certain exceptions, including tax distributions and repurchases of management
equity); engage
in transactions with affiliates; and make
investments.
Alantra is a global
investment banking and asset management firm focusing on the mid-market with offices across Europe, the US, Asia and Latin America Its Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and R
investment banking and
asset management firm focusing on the mid-market with offices across Europe, the US, Asia and Latin America Its Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Real E
asset management firm focusing on the mid-market with offices across Europe, the US, Asia and Latin America Its
Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and R
Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The
Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Real E
Asset Management division comprises a team of 78 professionals with $ 3.7 bn
in Private
Equity, Active Funds, Debt and Real Estate
Aguilar has more than 20 years of broad
investment management experience
in the
equity markets, including managing index, quantitative
equity,
asset allocation, and multi-manager strategies.
On the same day, the Government Pension
Investment Fund (GPIF) announced a rise
in domestic
equity weights and an increase
in foreign
asset holdings for its portfolio.
Equity securities in privately held companies include cost basis and equity method investments and are included in Long - term financing receivables and other assets in the Condensed Combined Balance S
Equity securities
in privately held companies include cost basis and
equity method investments and are included in Long - term financing receivables and other assets in the Condensed Combined Balance S
equity method
investments and are included
in Long - term financing receivables and other
assets in the Condensed Combined Balance Sheets.
Prior to that, he served as head of quantitative
equity for ING
Investment Management, (doing business as Voya
Investment Management May 1, 2014), building and developing the group and managing more than $ 20 billion
in assets with 15 global active, index and enhanced index strategies for pension funds, variable annuities and mutual funds.
Mr. Aguilar has more than 20 years of broad
investment management experience
in the
equity markets, including managing index, quantitative
equity,
asset allocation, and multi - manager strategies.
As of December 31, 2017, our team consists of 50 + dedicated
investment and
asset management professionals across five countries, with more than $ 5 billion of
equity committed or invested
in real estate and real estate credit.
Our
asset class specialists advise on fixed - income and
equity recommendations
in line with our high conviction
investment themes
in both developed and emerging markets.
Goldman Sachs
Asset Management is reportedly gearing up to buy direct minority stakes
in private
equity companies, initially through its Petershill II LP pooled
investment vehicle but eventually via a new $ 1.5 billion dedicated fund that may be raised for the purpose.
It is the view of this magazine that you should structure your global
equity investments roughly
in proportion with market capitalization, and so the table below can be used as a rough guide to breaking foreign
asset allocation.