Sentences with phrase «larger equity investments»

Without it, lenders typically require larger equity investments.

It's interesting to look at Berkshire's largest equity investment as an example.

For similar reasons, his joint venture partner on the new Quaker Oats Co. headquarters, investment fund CB Richard Ellis Strategic Partners, made a large equity investment, although 85 percent of the 420,000 - square - foot building was preleased to the cereal firm.

Not exact matches

Crowdinvesting platforms are a recent development, and an interesting option for funding that, to some extent, lets you call the shots by spreading the equity over a larger number of investors (as opposed to securing the full investment from a handful of investors or a VC firm).

From 2009 to 2016 Dan served as a broker to investment banks for large equity option block trades while also offering trade structure and fundamental trade ideas to investment managers.

To do so, Fisker has sold off large parts of the company to raise $ 1 billion of equity investment, since it only drew down a portion of the loan.

The company posted a one - time gain on equity securities of $ 3 billion, which is likely in large part due to its 2013 investment in Uber.

Wiseman cautioned that the CPPIB — despite its large size in Canadian terms — competes against much bigger investors in the global market such as private equity funds, sovereign wealth funds and other public pension plans that are also on the hunt for similar types of investments.

Another notable aspect at this juncture is the fact that a large number of women mentors, in addition to investing, are actively taking the lead with respect to helping ventures via angel, equity, and debt capital investments.

Blackstone Capital Partners VI attracted some of the world's largest private - equity investors, including the California Public Employees» Retirement System and the Canada Pension Plan Investment Board, according to disclosures by the pension funds.

«We've seen a large decline in Canadian gas production,» says Patrick Reddy, Canadian equity analyst with Leith Wheeler Investment Counsel in Vancouver.

Fund manager investments in Amazon.com Inc and Netflix Inc, both of which are up more than 35 percent for the year to date, helped boost the returns of large - cap funds, noted Savita Subramanian, equity and quant strategist at Bank of America Merrill Lynch.

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.

We believe the equity market is becoming fully valued and active investment strategies towards domestic growth and small caps ought to deliver better returns than multinationals and large caps.

Per the Journal, Elliott's investment is about 2 percent of EMC's total equity value of $ 55 billion and would make Elliott the fifth largest shareholder in the Hopkinton, Mass. — based company.

Our access to institutional capital enables us to make investments in middle and larger capitalization companies as either a lead sponsor or in partnership with many of the world's leading private equity firms.

It is a corporate investment arm, a venture fund, a private equity firm and a large conglomerate all rolled into one.

My question is, our financial adviser advised against contributing more than what my husband's company will match in his 401K because they only match $ 900 / year and the investment options are very basic — Bond (Fixed Income) or Large Cap (equities).

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.

The five largest U.S investment banks reported $ 1.7 billion in equity underwriting fees in Q1 2018 — almost identical to the figure reported in Q1 2017 as well as Q4 2017.

«We don't believe in regulation,» says Bryan Thomson, vice-president, equity investments at BC Investment Management Corp. in Victoria, B.C., one of Canada's largest institutional investors.

Just over 28 % of woman and minority - owned firms in the private equity market in 2017 targeted buyout investments, the largest segment of the broader private equity universe regarding the number of firms and dollars invested.

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.

Jason assists issuers, investment dealers, investment portals and institutional and private investors on complex equity and debt financing transactions, ranging from start - up investments, venture capital and private equity investments, to larger public offerings and project finance.

In the larger financial industry, who gets to keep the difference between a historic 8 % return on equities, an «equity - like return», and a historic 4 % return on «risk free» investments, such as government bonds?

In order to rebalance their portfolios, large and small institutions are moving some of those gains out of equities and into alternative investments (such as VC deals).

It's understood debt investment house Highbridge Capital Management agreed to underwrite a large portion of the debt package, while Carlyle's equity came from its Carlyle Asia Partners IV fund.

Investors have been taught that large - cap equities tend to be less risky investments than small - cap equities.

There are no ETFs that receive an Unattractive - or - worse rating and PACE Select Large Company Growth Equity Investments (PLAAX) is the worst rated Large Cap Growth mutual fund.

«More recently, our equity investment framework has drawn us to larger market capitalizations and we have learned to «pay up» for certain higher - quality companies with market - dominating positions.»

The size of US equity holdings held by volatility - targeting investment strategies may be larger than $ 0.5 trillion today.

The second largest digital health private equity investment of 2015 was in the monitoring and diagnosing sub-sector.

They bought enormous amounts of mortgages and other debt instruments, and they drove down interest rates to virtually zero to ensure that the large investment banks and financial institutions survived — forcing retail investors to participate in high - risk securities such as equities and corporate debt instead of stashing their money in banks.

Book - ended by two equity bear markets, the past decade (2000 — 2010) saw heightened financial stresses and large losses in investment portfolios.

The last 18 months at Wells Fargo, Berkshire's largest public market equity investment by market value, have been tumultuous.

The largest institutional investor is FMR LLC, better known as Fidelity Investments who own 13 % of Tesla's equity.

Buffett's company had about 1.28 million shares of Exxon, the world's largest oil company, as of Sept. 30, Omaha, Nebraska - based Berkshire said today in a regulatory filing disclosing U.S. equity investments.

Prior to joining MFS in 2015, Chris was a vice president of Eaton Vance Management, director of product and portfolio strategy for equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratEquity, Parametric Emerging Markets and the Richard Bernstein Advisors strategies.

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.

Joseph G. MacDougall, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management ® (MFS ®), working directly on the firm's mid and small cap value and large cap core equity pinvestment officer and institutional equity portfolio manager at MFS Investment Management ® (MFS ®), working directly on the firm's mid and small cap value and large cap core equity pInvestment Management ® (MFS ®), working directly on the firm's mid and small cap value and large cap core equity portfolios.

Before joining the firm in 2005, Alison spent three years as an investment associate in large - cap global equity research for Putnam Investments.

Before joining MFS in 2005, Michael spent three years as a research analyst following small and mid-cap commercial services and transportation companies for Essex Investment Management Co., LLC as well as three years as an investment associate in large - cap global equity research for Putnam InInvestment Management Co., LLC as well as three years as an investment associate in large - cap global equity research for Putnam Ininvestment associate in large - cap global equity research for Putnam Investments.

As a former Managing Director at The Carlyle Group, Bud focused on equity investments in larger companies in the software, software enabled services, semiconductors, systems, and related distribution businesses.

Dr Weiss has also been involved in managing large businesses with operations in many regions including Europe, China and India and is familiar with investments across a wide range of industries, corporate finance and private equity type deals.

The BOJ is providing a steady bid through its purchase of exchange traded funds (roughly $ 50 billion a year), while large Japanese pension funds such as the Government Pension Investment Fund (GPIF) are upping their equity allocations.

iShares MSCI ACWI Low Carbon Target (CRBN): seeks to track the investment results of an index composed of large and mid-capitalization developed and emerging market equities with a lower carbon exposure than that of the broad market.

The possibility of higher tariffs could reduce global growth, but it may have a larger effect on the U.S.. That's why we think it's important to continue to own both U.S. and international equity investments in appropriate amounts, keeping your portfolio well - diversified internationally.

This positioned us as the world's second largest investor in real estate * with investments spread across direct and indirect equity and debt in Europe, the U.S. and the Asia Pacific region.

Vanguard also launched eight other ETFs based on S&P indexes that together amount to a full canvassing of the U.S. equities investment landscape broken down by large -, mid - and small - cap categories.

Just over 27 % of woman and minority - owned firms in the market in the first half of 2017 targeted buyout investments, the largest segment of the broader private equity universe in terms of the number of firms and dollars invested.