Sentences with phrase «monitor key investments»

Not exact matches

(Jan. 2010) This course reviews key concepts of private preferred stock equity investment deals including pricing & deal economics; investor control & governance; and terms for monitoring & preserving the investment, maintaining & increasing ownership, and liquidation preferences.

This course also reviews key concepts of private preferred stock equity investment deals including pricing & deal economics; investor control & governance; and terms for monitoring & preserving the investment, maintaining & increasing ownership, and liquidation preferences.

In addition, the other key terms affecting investor control, governance, monitoring the investment, maintaining ownership, and management rights will also be reviewed.

The key to long - term successful investment in any of these enterprises will be with validating earnings forecasts and monitoring future earnings growth.

I don't keep track / archive most stuff though: a) if it's related to an investment theme / perspective, I find I retain the key points as I build up a much bigger picture — I don't save, unless there's some obviously useful data / charts / graph I can refer back to, and b) any company or analysis I come across that seems any way interesting — I don't retain, since I would have to do my own analysis anyway, but I do record the company / ticker in a file I keep for further analysis or monitoring.

Created by the Investment Company Act of 1940, the boards have a clear mandate to monitor potential conflicts of interest, review and approve key fund documents such as prospectuses, and ensure that advisers provide satisfactory investment returns with reasonInvestment Company Act of 1940, the boards have a clear mandate to monitor potential conflicts of interest, review and approve key fund documents such as prospectuses, and ensure that advisers provide satisfactory investment returns with reasoninvestment returns with reasonable fees.

Client model investments can include analysts who monitor key segments of the firm's client base, client interviewers, and pricing specialists who can translate a client's pain - points into a mutually beneficial workplan and fee structure.

Recommended investments on EBITDA principles like operating profit, depreciation and amortization Sought future investments in alternative assets such as REITs, BDCs and precious metal commodities Conducted due diligence on firms like Blackrock and GPB capital under CEO supervision Created buy reports on key investments detailing volatility, performance and future forecast in Excel Monitored and adjusted $ 1 million portfolios of high net worth individuals.

Key Highlights: • Provide intelligence, monitoring and central control through development of several fraud monitoring programs for Morgan Stanley Wealth Investment Management.

Chancellor Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New York

Professional Duties & Responsibilities Managed all aspects of branch location including personnel and daily operations Oversaw employee hiring, training, performance reviews, compensation, and termination Interfaced with business, insurance, and investment partners to provide holistic client service Analyzed local, niche, and national markets to identify potential sales opportunities for clients Generated significant revenue through successful leveraging of bank products and services Built long - term relationships with key industry contacts to expand company reach and sales Conducted Management Self Assessments, audits, and compliance activities Monitored adherence to legal and corporate procedures protecting company and client assets Resolved escalated customer service issues promptly, professionally, and effectively Implemented measures to significantly increase operational efficacy and efficiency Identified and developed high potential employees increasing their value to the company Designed and implemented employee recognition program elevating corporate morale Performed teller services including cash handling and bank vault oversight Tracked sales referrals guaranteeing observance of proper procedures and policies Reviewed ledgers, branch audit logs, and closeout, balance, and M&D reports Provided excellent customer service resulting in client satisfaction and repeat business