Sentences with phrase «of complex assets»

Jim is a managing director and head of the Complex Asset Solutions practice.

Not exact matches

Assuming that one client is a billionaire-esque business mogul of some sort, those assets would be complex and complicated enough to absorb all the energy of that office.

So while it can be a complex topic to tackle, carefully considering your lifestyle, assets and debts will allow you to calculate a rough estimate of how long your money will last beyond your income - generating years.

In business, trust is one of the most valuable and complex of all your assets.

These combo plans, while complex, allow a 50 - year - old to set aside up to about $ 150,000 more each year on a tax - deductible basis, says Joe Gordon, managing partner of Gordon Asset Management in Durham, North Carolina.

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

CWCapital Asset Management LLC, a special servicer representing bondholders, took control of the complex in 2010 after its owners missed a debt payment.

You'd think that high - profile individuals with substantial and varied assets, often - complex family lives and a team of high - powered advisors at their disposal would have this locked down, more so than your average American.

The agency, created in 1946 to build houses for veterans of the Second World War, liked to describe itself as the «heart of housing» — an enormous Crown corporation that dominated the mortgage insurance market, guaranteed complex, bond - like assets called mortgage - backed securities, and subsidized the building and upkeep of First Nations and social housing.

A money market fund, on the other hand, is a more complex mutual fund type investment that buys all kinds of cash equivalent assets.

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

Multi-asset portfolios can help investors address complex risk management and investment challenges by combining three critical disciplines of investment management into a single portfolio: strategic asset allocation, tactical asset allocation and manager & strategy research.

A comprehensive asset protection plan must take into account today's complex tax landscape, as well as your range of assets, wishes for supporting loved ones, and charitable interests.

In addition, hedge fund strategies can be exceedingly complex, and the lawsuit says, a prudent fiduciary must be capable of understanding the strategy in order to evaluate whether it is appropriate for investment of retirement plan assets.

As investors allocate money among different assets, they face a complex question: What sort of expected returns are you looking for, and what sort of risk and volatility are you willing to accept in the pursuit of that performance?

CoinLion is the industry solution for managing the complex jungle of trading digital assets.

Wealth and asset management Allowing wealth managers to keep track of multiple complex portfolios while achieving ultimate performance for each investment.

Retirement assets are a big slice of the historic generational asset transfer now in motion, and because of their complex tax and legal structure, your clients need help in maximizing the value of this part of their legacy.

While the theoretical underpinnings of modern portfolio theory are complex, there are two main objectives: Firstly, efficient portfolios capture the return of each asset class represented — nothing more and nothing less.

Assets and talent are slipping through the now - permeable membrane of the Financial - Industrial complex as pros and their clients wake up to the fact that investing advice should be paid for, not investing products.

Micro Focus software configuration management (SCM) solutions (formally Borland solutions) address the unique needs of large, complex organizations, including large scale parallel development, by integrating disparate tools, teams, and assets into a high performing software supply chain.

«The unit at the centre of JP Morgan Chase's $ 2 billion trading loss has built up positions totalling more than $ 100 billion in asset - backed securities and structured products - the complex, risky bonds at the centre of the financial crisis in 2008.

The unit, the chief investment office (CIO), has been the biggest buyer of European mortgage - backed bonds and other complex debt securities such as collateralized loan obligations in all markets for more than three years... The unit made a deliberate move out of safer assets such as US Treasuries in 2009 in an effort to increase returns and diversify investments.»

Unfortunately consultants will always push institutional investors toward having more asset classes and fund managers in their portfolios.The more complex the portfolio, the greater the reliance of the confused client on the consultant!

At a time when investment advisors are faced with an increasingly complex options to fulfill their roles as fiduciaries, Mr Koesterich provides a comprehensive yet accessible guide to the art of asset allocation.

The launch of Blue now comes as a response to the increasingly complex needs of an ecosystem that now includes smart contracts, chip exchanges and other types of asset trading creating a situation where transactions and contracts can involve multiple parties and Variables, each of which needs to be verified by the signer.

Bitcoin is a mined digital asset, meaning that new coins are constantly created by huge datacenters processing complex math problems, or «proof of work.»

«But the real secret of the church's financial strength is that each of the 178 Roman Catholic dioceses in the U.S. organizes its affairs separately; nearly all employ a highly complex and decentralized legal structure that so far has effectively shielded their assets from legal claims brought against priests.»

1) We're highly evolved primates 2) We have overactive imaginations 3) Our greatest evolutionary asset, our large and highly-folded brains, are also responsible for an insatiable curiosity 4) As a species, and a survival tactic, we make things up to comfort ourselves in difficult times 5) As a complex societal species, we create commonalities and «traditions» with others in our clan / tribe / community 6) These «traditions» result in security, trust, and strong relationships that make the collective more able to survive than the individual 7) These common beliefs also act as a means of numbing the brain to questions and concerns without legitimate or tangible answers 8) Religion is simply a survival mechanism 9) When we die, we simple «are not alive» anymore.

Meanwhile, community assets continued to grow, per residents» wishes, with expansion of Stuart Sports Complex, a modern makeover at Blackberry Farm, additional trails and connectivity, construction of new parks and acquisition of open space and Fox River shoreline.

A bill expanding the share of New York public pension funds that can be invested in complex, high - risk alternative assets such as private equity and hedge funds has been vetoed by Governor Andrew Cuomo.

Mr. Lally's past practice has included successfully representing President George W. Bush before the Miami - Dade and Orange County Boards of Election at the 2000 Florida Recounts; handling numerous complex corporate reorganizations involving multi-jurisdictional assets; recovering priceless stolen art from an international auction house; restructuring of clients» business affairs to reduce their tax and liability exposure; successfully litigating major elections cases and appeals; representing media groups in domestic and international litigation; handling complex domestic relations, divorce, and custody matters; serving as general counsel to numerous corporations in the health care, media, manufacturing, and hospitality industries; and representing parties in multi-national litigation.

At the same time, he's relying on Port assets to help underwrite his LaGuardia Airport renovation and transformation of the James A. Farley post office building across from Penn Station in Manhattan into a train hall and retail complex.

Other examples include the development of agent - based models, such as the minority game and asset exchange models, as well as the analysis of economic networks, which is influenced by physicists» analyses of large complex networks.

It might not be wise to leave said creature — repeatedly referred to as «the Asset» — in the company of a cat, but the film makes clear early on that the true villain is the American military - industrial complex, personified here by Michael Shannon's square - jawed, Cadillac - driving, all - American security agent.

IT equipment is kept off the ground floor; there is natural surveillance from windows across open spaces, playgrounds and car parks; valuable assets are property marked; lighting is plentiful and it has out - of - hours usage so it would be difficult for a criminal to sneak around the complex unnoticed.

If this is well established, a classroom can progressively address deeper and more complex topics that organically source the diversity of student perspective as an asset in those discussions.

On the whole, university loans are of a traditional mortgage nature, with funds secured against assets although there have been instances of more complex arrangements including debentures and securitisation of residential income streams.

Instructional design that promotes cross-cultural dialogue, complex problem solving, asset - based reflection and critical thinking is a necessary asset and a strong component of any thriving magnet school.

Commmunity Needs Assessments Community Needs Assessment: Overview Community Needs Assessment: All 4th - 8th Grade Student Needs Assessment High School Student Needs Assessment Student Wish List Survey Teacher Assessment Parent Interest Survey Community Focus Group Design School & Community Demographic Data School & Community Conditions Analysis Community Asset Mapping Community Asset Mapping: Overview Community Resource Assessment Overview and Community Resource Assessment Advisory Board Development Planning Community School Advisory Boards: How Resource Coordinators Can Engage Community Members in Shared Ownership of the Community School Step 1: Identifying Potential Members Step 2: Prioritizing Potential Members Step 3: Identifying Strengths of Potential Members Step 4: Inviting Advisory Board Members Creating an Engaging Environment Sample Advisory Board Meeting Agenda Out - of - School Time Planning Afterschool Lesson Plan Database Afterschool Training Toolkit: Building Quality Enrichment Activities Consumer Guide to Afterschool Science Resources Newsletter Templates General Community Schools Newsletter Template General Community Schools Newsletter Template - Spanish Addressing Complex Challenges Common Core Transition Community schools and resource coordinators, in particular, have an important role to play in supporting student learning that is engaging, collaborative, fosters critical thinking AND is aligned to the Common Core Learning Standards.

With the Permissions and Compliance Manager you control and manage the multitude of complex specifications and licensing agreements involved in the acquisition and licensing of content assets via a flexible, dynamic user interface.

Financial Freedom presents Roth Contributions, posted at Retirement Spreadsheet, saying, «The Roth tax optimization puzzle for asset conversions, as well as for annual Roth contributions during working years, is one of the most complex decisions that the ridiculously complex US taxation and retirement planning system forces upon individuals.»

We went from thinking about just diversifying between stocks and bonds to now diversifying across asset classes, meaning large cap and small cap, value and growth, made the world much more complex, but opportunities for advisors like you, Joe, to help your clients by adding value through superior design, better diversification of portfolios.

So it's a complex mix of tax management, asset allocation for growth, risk management (including sequence of returns), and some relevant psychological considerations.

They allow them to invest in assets that are normally out of reach, such as futures contracts or currency trades, and engage in complex strategies to take advantage of down or neutral markets or leverage bullish ones.

Investors should understand that because of the complex financial methods used by commodities funds, they may have more risk than simply the value of the underlying assets.

If the assets are complex, or if there are testamentary trusts involved, then a co-executor with knowledge and expertise in the areas of investments, income tax, trust matters and accounting would be a good idea.

Hedge funds, by the early parts of last decade, are competing with them on the asset finance side and on every sort of complex short - term trade FP entered, they were competing against the prop desks of Goldman, Merrill, J.P.Morgan and the like.

Companies are generally valued on a complex combination of current assets and likely future cash flows, the latter of which is exceptionally hard to calculate accurately.

I'm not talking about asset securitization, the means by which accounts are cut up into little pieces and sold on the open market through a series of complex transactions that most people can't explain.