Sentences with phrase «liability management at»

He has spent more than 20 years in the financial services industry and his background includes experience in investment management, portfolio analytics and asset / liability management at both BMO Financial Group and Strong Capital Management.

Not exact matches

«These are good ways to transfer minority stock stakes to your children at levels that will trigger little or no tax liability,» explains Michael Mullaugh, an estate - settlement manager with Mellon Private Asset Management, in Pittsburgh.

While many investment management firms only offer tax - loss harvesting at year's end, Strategic Advisers uses this and a number of other strategies throughout the year designed to help reduce your tax liability and help reach your goals as quickly as possible.1

While many investment management firms only use tax - loss harvesting at year end, your Investment Team uses this and a number of other strategies throughout the year in an effort to reduce your tax liability and help you reach your goals as quickly as possible.

Many factors could cause BlackBerry's actual results, performance or achievements to differ materially from those expressed or implied by the forward - looking statements, including, without limitation: BlackBerry's ability to enhance its current products and services, or develop new products and services in a timely manner or at competitive prices, including risks related to new product introductions; risks related to BlackBerry's ability to mitigate the impact of the anticipated decline in BlackBerry's infrastructure access fees on its consolidated revenue by developing an integrated services and software offering; intense competition, rapid change and significant strategic alliances within BlackBerry's industry; BlackBerry's reliance on carrier partners and distributors; risks associated with BlackBerry's foreign operations, including risks related to recent political and economic developments in Venezuela and the impact of foreign currency restrictions; risks relating to network disruptions and other business interruptions, including costs, potential liabilities, lost revenues and reputational damage associated with service interruptions; risks related to BlackBerry's ability to implement and to realize the anticipated benefits of its CORE program; BlackBerry's ability to maintain or increase its cash balance; security risks; BlackBerry's ability to attract and retain key personnel; risks related to intellectual property rights; BlackBerry's ability to expand and manage BlackBerry ® World ™; risks related to the collection, storage, transmission, use and disclosure of confidential and personal information; BlackBerry's ability to manage inventory and asset risk; BlackBerry's reliance on suppliers of functional components for its products and risks relating to its supply chain; BlackBerry's ability to obtain rights to use software or components supplied by third parties; BlackBerry's ability to successfully maintain and enhance its brand; risks related to government regulations, including regulations relating to encryption technology; BlackBerry's ability to continue to adapt to recent board and management changes and headcount reductions; reliance on strategic alliances with third - party network infrastructure developers, software platform vendors and service platform vendors; BlackBerry's reliance on third - party manufacturers; potential defects and vulnerabilities in BlackBerry's products; risks related to litigation, including litigation claims arising from BlackBerry's practice of providing forward - looking guidance; potential charges relating to the impairment of intangible assets recorded on BlackBerry's balance sheet; risks as a result of actions of activist shareholders; government regulation of wireless spectrum and radio frequencies; risks related to economic and geopolitical conditions; risks associated with acquisitions; foreign exchange risks; and difficulties in forecasting BlackBerry's financial results given the rapid technological changes, evolving industry standards, intense competition and short product life cycles that characterize the wireless communications industry.

Actual results may vary materially from those expressed or implied by forward - looking statements based on a number of factors, including, without limitation: (1) risks related to the consummation of the Merger, including the risks that (a) the Merger may not be consummated within the anticipated time period, or at all, (b) the parties may fail to obtain shareholder approval of the Merger Agreement, (c) the parties may fail to secure the termination or expiration of any waiting period applicable under the HSR Act, (d) other conditions to the consummation of the Merger under the Merger Agreement may not be satisfied, (e) all or part of Arby's financing may not become available, and (f) the significant limitations on remedies contained in the Merger Agreement may limit or entirely prevent BWW from specifically enforcing Arby's obligations under the Merger Agreement or recovering damages for any breach by Arby's; (2) the effects that any termination of the Merger Agreement may have on BWW or its business, including the risks that (a) BWW's stock price may decline significantly if the Merger is not completed, (b) the Merger Agreement may be terminated in circumstances requiring BWW to pay Arby's a termination fee of $ 74 million, or (c) the circumstances of the termination, including the possible imposition of a 12 - month tail period during which the termination fee could be payable upon certain subsequent transactions, may have a chilling effect on alternatives to the Merger; (3) the effects that the announcement or pendency of the Merger may have on BWW and its business, including the risks that as a result (a) BWW's business, operating results or stock price may suffer, (b) BWW's current plans and operations may be disrupted, (c) BWW's ability to retain or recruit key employees may be adversely affected, (d) BWW's business relationships (including, customers, franchisees and suppliers) may be adversely affected, or (e) BWW's management's or employees» attention may be diverted from other important matters; (4) the effect of limitations that the Merger Agreement places on BWW's ability to operate its business, return capital to shareholders or engage in alternative transactions; (5) the nature, cost and outcome of pending and future litigation and other legal proceedings, including any such proceedings related to the Merger and instituted against BWW and others; (6) the risk that the Merger and related transactions may involve unexpected costs, liabilities or delays; (7) other economic, business, competitive, legal, regulatory, and / or tax factors; and (8) other factors described under the heading «Risk Factors» in Part I, Item 1A of BWW's Annual Report on Form 10 - K for the fiscal year ended December 25, 2016, as updated or supplemented by subsequent reports that BWW has filed or files with the SEC.

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

Suh's short temper is certainly making him a liability, and you have to wonder if he needs anger management at this point.

Saylor noted that the Long Island luxury developer Glenwood Management — which has given millions in campaign donations through a slew of limited liability companies — was a player in corruption plots described at the recent trials of ex-Assembly Speaker Sheldon Silver and ex-Senate Majority Leader Dean Skelos, who were both convicted.

Litwin, 100, donated at least $ 4.3 million to political committees through 27 different limited liability companies controlled by Glenwood Management since 2013, according to Capital New York.

Litwin has used 27 different Limited Liability Companies controlled by Glenwood Management to contribute at least $ 4.3 million to political committees in New York since the beginning of 2013.

Capital subsequently revealed that at least five limited liability companies controlled by Litwin's Glenwood Management are currently retaining the firm, Goldberg & Iryami — which Silver worked for quietly, in addition to being of counsel for another firm, Weitz & Luxenberg — for challenges to their real property tax assessments.

Due to risk management and liability issues, the MPS ropes and challenges course at Potter's Forest is open ONLY to MPS traditional schools and MPS instrumentality charter schools.

Also, though no one talked about it at the time, it really showed that senior management really did not understand the core business, which was earning a spread over liabilities adjusted for risk.

TAVF, on the other hand, buys in at non-control discounts, hopefully very steep discounts, and then leaves things on the corporate level as is, not seeking any asset redeployment, liability redeployment or management changes.

Nazari is a pioneer in liabilities management and as an acknowledged industry expert, has appeared on CBS News, ABC News and was a key speaker at financial services innovation event Money 2020.

Estimates: The preparation of financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of both contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reported period.

Pro-Forma I & II: All project financing is at a subsidiary level & on a non-recourse basis — despite the lack of specific management confirmation, we can safely assume all related interest rate derivative liabilities are therefore eliminated, post-sale.

This card has other perks such as $ 0 Liability for unauthorized charges, easy management of your account online, Citi ® Identity Theft Solutions, additional cards at no cost, and more.

At the Tulsa business law firm, business lawyer counselors and advisors work with their clients, large or small, corporations, limited liability companies, partnerships or individuals, assisting business owners and management in a comprehensive range of business and commercial law services, including, and without limitation:

The 20 - minute episode has two guests who know this topic inside - out: Jim Calloway, director of the Oklahoma Bar Association's Management Assistance Program, and Dan Pinnington, vice-president of claims prevention and stakeholder relations at LawPRO, a professional liability carrier based in Toronto, Canada.

All practising barristers at Essex Court Chambers maintain, as a minimum, professional liability insurance provided by the Bar Mutual Indemnity Fund, managed by the Bar Mutual Management Company, 90 Fenchurch Street, London EC3M 4ST.

«Shifting Sands: The Shift of Management's Fiduciary Duty to Creditors in the Zone of Insolvency,» director and officer, Liability Seminar, Center for Advanced Legal Studies at Suffolk University Law School, April 2003

Partner pay at Eversheds Sutherland fell in 2016 - 17, with average partner profits, management pay and the remuneration of its best - paid partner all declining on the previous year, the firm's limited liability partnership accounts (LLP) have revealed.

A new university study and the ever - increasing use of wireless devices, such as the BlackBerry, could result in a flood of lawsuits against employers for creating an allegedly dangerous environment where unpaid overwork is required for success, promotion and job security, a leading law firm warns -LSB-...] Giving rise to possible claims, is a recent study by Gayle Porter, Associate Professor of Management at Rutgers University in New Jersey, which suggests possible liability for companies if they keep their employees on «electronic leashes» as part of their job requirements.

1) The LPUL eliminates the requirement to appoint at least one LPD, who, under the prior regime, had not only the responsibility to assure that the ILP implements appropriate management systems, but also a clearly and personally assigned liability in the event of unsatisfactory professional conduct or professional misconduct by the ILP.

Therefore, people who are hurt at a business may have multiple defendants to sue for premises liability: the owner, the tenant, the property management company, etc. may all be defendants in a case.

Farm Liability - Risk Management, Canadian Association of Farm Advisors, November 2014 Regular presenter at insurance industry seminars and continuing education initiatives.

Douglas F. Cutbush frequently speaks at seminars and conferences dealing with such subjects as Claims Management, Business Interruption, Excess Liability Claims, Builders Risk Policies, Coverage Disputes, Reinsurance Claims, Arbitration, Mediation and Appraisals under the Insurance Act.

There is a growing trend towards seeking punitive and personal legal action against executives for failure to follow regulations and standards which could result in costly investigations, criminal prosecutions or civil litigation putting the company's assets, or their own, at risk, AGCS says in its new report D&O Insurance Insights: Management liability today.

At the time, the New York Police Department had no risk management programmes and was facing $ 180 million a year in liability.

Old formula as prescribed by IRDA and as contained in the policy document: Market value of the investment plus / (minus) expenses incurred in the purchase / (sale) of assets plus current assets and accrued interest (net of fund management charges) less current liabilities and provisions, divided by, number of units outstanding under the fund at valuation date (before creation / redemption of units).

Supporting senior executive team in managing ~ $ 275M in assets under management and analyzing tax liabilities to save clients upwards of $ 6M annually as a Junior Financial Analyst at UBS Securities.

Posted by Erin Kennedy, MCD, CMRW, CPRW on Thursday, August 2, 2012 at 11:24 am Filed under Executive Resumes, Interviewing, Job Search · Tagged background check, erin kennedy, fake education, lies, online checks, online reputation, perceived liability, professional resume services, reputation, reputation management

7.10 To the maximum extent permitted at law, the liability of Smiling Mind and our committee of management, officers, employees, agents, contractors, service providers, successors or assigns, for a failure to comply with a Non-Excluded Guarantee, is limited to, at Smiling Mind's option:

But, I must disagree strongly against one property in one LLC, it definately does not shield you from liability if you lose personally in court, your assets can be at risk which includes all the LLC business interests you hold, there are many aspects that make this a bad idea that have been covered here by attorneys who were saying it's not necessary... insurance is your line of defense and quality management is your first line of defense.

Matthew Kletzli is senior vice president, management liability leader at Victor O. Schinnerer & Company, a managing general underwriter of specialty insurance.