Sentences with phrase «of other alternative investment»

Angelo Gordon, which manages assets of some $ 20 billion, pursues a handful of other alternative investment strategies beyond real estate.

Not exact matches

The two - day AIM Summit titled The Shifting Paradigm of Alternative Investments, will see expert speakers discussing risk and return across the private debt space, look into the regulatory aspects, host interactive sessions on the impact of US and European leveraged lending guidelines, among other current market trends.

But a Wharton - professor - turned - mortgage - consultant is now putting a more upbeat spin on that idea: If you play your cards right, your house could produce a bigger retirement income than a lot of other investment alternatives, with a federal guarantee behind it, to boot.

Pamela investigated more than 450 financial strategies seeking an alternative to the risk and volatility of stocks and other investments, which led her to a time - tested, predictable method of growing wealth now used by more than 500,000 Americans.

While the wealthy have always been able to take advantage of alternative high - growth investments, governments barred others from doing so for their own protection.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

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.

Sulyma brought six claims: claims I and III allege the Investment Committee defendants breached their fiduciary duties by over-allocating the assets of the 401 (k) Plan and Retirement Plan to hedge fund, private equity, and other alternative investments.

Paul Bloom, who was an executive at IBM for 16 years, including chief technology officer for telecom research before leaving in 2013, is among the optimists who argue that venture capital and other alternative channels of R&D investment will take up some of the slack, supporting innovation and economic growth.

So in the last couple of weeks I was thinking a lot about other investment alternatives, besides just dividend paying companies.

On the other hand, as with other alternative investments, the hope is that with high risk may come the reward of high return.

Blake counsels asset managers and broker - dealers on all aspects of the development and distribution of alternative investment products, including registered investment companies, business development companies, and other permanent or long - term capital structures, as well as hedge funds and private equity funds.

Binary options trading with robots is, therefore, a real alternative for all investors fed up with the extortionate fees you have to pay for other types of investment.

This is evident in a number of developments, including: increased demand for higher - risk assets; the increase in «carry trades» — a form of gearing where funds are borrowed short - term at low interest rates and invested in higher - yielding assets, often in other countries; growth in alternative investment vehicles such as hedge funds; and growth in alternative investment strategies such as selling embedded options (see Box A).

Given the lack of appealing investment alternatives to be found elsewhere, investors might struggle to find other places to put their money to work.

However, by diversifying into other assets and employing a combination of hedging and alternative investment strategies, an optimal portfolio can be constructed.

Alternative investing, including use of futures, options and short positions, may involve risks different from or possibly greater than the risks associated with investing directly in securities and other traditional investments.

Identify the power and risk management strategies of investing in commodities, futures, foreign currency exchange and other investment alternatives.

When considering alternative investments, you should consider the fact that some products may utilize leverage and other speculative investment practices that may increase the risk of investment loss and be illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees including incentive fees, and in many cases have underlying investments that are not transparent and are known only to the investment manager.

In an event co-hosted with Bloomberg, the New York Alternative Investment Roundtable's April event will feature a panel of technology experts who will discuss the rapidly changing ways that the alternative investment community does business and what they should be aware of — from regulatory and compliance considerations; to cybersecurity; big data; cloud computing and storage; artificial intelligence; machine learning; distributed ledger and other importaAlternative Investment Roundtable's April event will feature a panel of technology experts who will discuss the rapidly changing ways that the alternative investment community does business and what they should be aware of — from regulatory and compliance considerations; to cybersecurity; big data; cloud computing and storage; artificial intelligence; machine learning; distributed ledger and other importanInvestment Roundtable's April event will feature a panel of technology experts who will discuss the rapidly changing ways that the alternative investment community does business and what they should be aware of — from regulatory and compliance considerations; to cybersecurity; big data; cloud computing and storage; artificial intelligence; machine learning; distributed ledger and other importaalternative investment community does business and what they should be aware of — from regulatory and compliance considerations; to cybersecurity; big data; cloud computing and storage; artificial intelligence; machine learning; distributed ledger and other importaninvestment community does business and what they should be aware of — from regulatory and compliance considerations; to cybersecurity; big data; cloud computing and storage; artificial intelligence; machine learning; distributed ledger and other important changes.

How much of your portfolio do you keep in individual stocks or other alternative investments which are more speculative?

NEW YORK, NY, August, 2017 — Though it is the seemingly endless battle over the future of the Affordable Care Act that has dominated headlines since the Trump administration took the helm, there are many other issues the alternative investment industry is eager to see play out in the 115th Congress.

With investors, fund managers and prominent industry professionals coming together to promote education and best practices within the alternative investment industry, you get the opportunity to interact with some of the industry's most insightful leaders and experts — a group including Nobel prize winners, trendsetters, alternative investment fund managers, investment analysts, and philanthropists, among others.

The majority of my assets are in low - fee index funds but I've recently begun diversifying into real estate and am considering several other alternative investments including an investment in a couple Search Funds.

At Cumberland Advisors, we are not exuberant supporters of «2 - and - 20» hedge funds, funds of hedge funds, and other alternative investments.

Which wise government spending (see: investment in technology and other productivity - enhancing measures) can help that last bit, which is one reason I'm all in favor of spending on alternative energy research (I'm a little sick of sending hundreds of billions of dollars per year overseas for hydrocarbons; I'd rather employ Americans to maintain windfarms, solar plants, not - on - the - table - now - but - maybe - soon thorium reactors, etc.).

But, is education a better investment to break the cycle of poverty than any other alternatives?

As an intern, you will have the opportunity to work on a wide variety of matters such as: appropriations, fiscal law and financial management; acquisitions, financial assistance and public private partnerships; innovative financing; real property and asset management; information technology investment and capital planning; employee ethical conduct, conflicts of interest and political activities; equal employment opportunity and other civil rights matters; Federal personnel and employment; and alternative dispute resolution.

Such statements reflect the current views of Barnes & Noble with respect to future events, the outcome of which is subject to certain risks, including, among others, the general economic environment and consumer spending patterns, decreased consumer demand for Barnes & Noble's products, low growth or declining sales and net income due to various factors, possible disruptions in Barnes & Noble's computer systems, telephone systems or supply chain, possible risks associated with data privacy, information security and intellectual property, possible work stoppages or increases in labor costs, possible increases in shipping rates or interruptions in shipping service, effects of competition, possible risks that inventory in channels of distribution may be larger than able to be sold, possible risks associated with changes in the strategic direction of the device business, including possible reduction in sales of content, accessories and other merchandise and other adverse financial impacts, possible risk that component parts will be rendered obsolete or otherwise not be able to be effectively utilized in devices to be sold, possible risk that financial and operational forecasts and projections are not achieved, possible risk that returns from consumers or channels of distribution may be greater than estimated, the risk that digital sales growth is less than expectations and the risk that it does not exceed the rate of investment spend, higher - than - anticipated store closing or relocation costs, higher interest rates, the performance of Barnes & Noble's online, digital and other initiatives, the success of Barnes & Noble's strategic investments, unanticipated increases in merchandise, component or occupancy costs, unanticipated adverse litigation results or effects, product and component shortages, the potential adverse impact on the Company's businesses resulting from the Company's prior reviews of strategic alternatives and the potential separation of the Company's businesses, the risk that the transactions with Microsoft and Pearson do not achieve the expected benefits for the parties or impose costs on the Company in excess of what the Company anticipates, including the risk that NOOK Media's applications are not commercially successful or that the expected distribution of those applications is not achieved, risks associated with the international expansion contemplated by the relationship with Microsoft, including that it is not successful or is delayed, the risk that NOOK Media is not able to perform its obligations under the Microsoft and Pearson commercial agreements and the consequences thereof, risks associated with the restatement contained in, the delayed filing of, and the material weakness in internal controls described in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended April 27, 2013, risks associated with the SEC investigation disclosed in the quarterly report on Form 10 - Q for the fiscal quarter ended October 26, 2013, risks associated with the ongoing efforts to rationalize the NOOK business and the expected costs and benefits of such efforts and associated risks and other factors which may be outside of Barnes & Noble's control, including those factors discussed in detail in Item 1A, «Risk Factors,» in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended April 27, 2013, and in Barnes & Noble's other filings made hereafter from time to time with the SEC.

Such statements reflect the current views of Barnes & Noble with respect to future events, the outcome of which is subject to certain risks, including, among others, the effect of the proposed separation of NOOK Media, the general economic environment and consumer spending patterns, decreased consumer demand for Barnes & Noble's products, low growth or declining sales and net income due to various factors, possible disruptions in Barnes & Noble's computer systems, telephone systems or supply chain, possible risks associated with data privacy, information security and intellectual property, possible work stoppages or increases in labor costs, possible increases in shipping rates or interruptions in shipping service, effects of competition, possible risks that inventory in channels of distribution may be larger than able to be sold, possible risks associated with changes in the strategic direction of the device business, including possible reduction in sales of content, accessories and other merchandise and other adverse financial impacts, possible risk that component parts will be rendered obsolete or otherwise not be able to be effectively utilized in devices to be sold, possible risk that financial and operational forecasts and projections are not achieved, possible risk that returns from consumers or channels of distribution may be greater than estimated, the risk that digital sales growth is less than expectations and the risk that it does not exceed the rate of investment spend, higher - than - anticipated store closing or relocation costs, higher interest rates, the performance of Barnes & Noble's online, digital and other initiatives, the success of Barnes & Noble's strategic investments, unanticipated increases in merchandise, component or occupancy costs, unanticipated adverse litigation results or effects, product and component shortages, risks associated with the commercial agreement with Samsung, the potential adverse impact on the Company's businesses resulting from the Company's prior reviews of strategic alternatives and the potential separation of the Company's businesses (including with respect to the timing of the completion thereof), the risk that the transactions with Pearson and Samsung do not achieve the expected benefits for the parties or impose costs on the Company in excess of what the Company anticipates, including the risk that NOOK Media's applications are not commercially successful or that the expected distribution of those applications is not achieved, risks associated with the international expansion previously undertaken, including any risks associated with a reduction of international operations following termination of the Microsoft commercial agreement, the risk that NOOK Media is not able to perform its obligations under the Pearson and Samsung commercial agreements and the consequences thereof, the risks associated with the termination of Microsoft commercial agreement, including potential customer losses, risks associated with the restatement contained in, the delayed filing of, and the material weakness in internal controls described in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended April 27, 2013, risks associated with the SEC investigation disclosed in the quarterly report on Form 10 - Q for the fiscal quarter ended October 26, 2013, risks associated with the ongoing efforts to rationalize the NOOK business and the expected costs and benefits of such efforts and associated risks and other factors which may be outside of Barnes & Noble's control, including those factors discussed in detail in Item 1A, «Risk Factors,» in Barnes & Noble's Annual Report on Form 10 - K for the fiscal year ended May 3, 2014, and in Barnes & Noble's other filings made hereafter from time to time with the SEC.

Thus, the mindset of a person buying alternative investments is typically this: If my stock portfolio takes a hit, at least I have these other investments — which hopefully will hold their value or not fall as much — to hold me over.

In other words: Some of the most sophisticated and financially successful people in the world have chosen to make alternative investments a substantial (albeit small) percentage of their investment portfolios.

Of course, if the other investment alternatives would produce ordinary income, the effect of such ordinary income would also have to be taken into account in the above formula to determine the after - tax yield on both investmentOf course, if the other investment alternatives would produce ordinary income, the effect of such ordinary income would also have to be taken into account in the above formula to determine the after - tax yield on both investmentof such ordinary income would also have to be taken into account in the above formula to determine the after - tax yield on both investments.

In making tradeoffs among competing alternatives, we have distinguished ourselves from other professional investors in several ways: our willingness to hold cash balances, sometimes substantial, awaiting opportunities; our preference for investments with a catalyst for the realization of underlying value; our willingness to accept varying degrees of illiquidity in exchange for incremental return; and our flexibility in pursuing opportunities in new areas.

But for those that bought into the alternative investments craze, the idea of invest for forever must at least be tempered into something like 20 % of our investments exist to buffer the next 5 years, and the other 80 % can be invested to the infinite horizon (maybe).

The report suggests that one driver of these higher balances was the use of alternative investments to generate growth beyond what stocks or other traditional investments offer.

The answer is clear: Higher education is a much better investment than almost any other alternative, even for the «Class of the Great Recession» (young adults ages 23 - 24).

No matter how many times I try to find other alternatives for my investments, I almost always gravitate back towards the long - term draw of the S&P 500.

The introduction of target date funds, and other diversified investment alternatives, has helped with the second.

I am sure there are plenty of other well - planned alternatives to stock investment that are worthy of support in place of the «other people sure are dumb» bandwagon.

I don't think you need to include gold in your portfolio, or for that matter, any of the other alternative or niche investments many advisers tout these days.

They're comparing it only to other «C» share classes of other types of «alternative investment» funds.

You should keep only a small portion of your savings in fixed deposits and the large portion in other investment alternatives such as stocks, mutual funds -LSB-...]

In my opinion, if you have a broadly diversified portfolio of stocks and bonds that truly reflects your risk tolerance, you can get along perfectly well without gold (not to mention the panoply of other «alternative» investments advisers push so hard these days).

According to Barclay Hedge, one of the oldest and most respected providers of alternative investment data, out of the total $ 1.78 trillion invested in alternative investment strategies Managed futures is now # 1 surpassing all other investment strategies based on assets under management.

Because of this, investors are substituting bonds for dividend paying stocks and other alternative investments as a source of income.

Plaintiffs argue it was inappropriate to allow three recordkeepers to supply the plans with a separate menu of investment choices, including mutual fund share classes that charged higher fees than other alternatives that offered the same investment strategies or less expensive share classes of the exact same investment fund — or both.

Plaintiffs argue it was inappropriate to allow each of these recordkeepers to supply the plans with a separate menu of investment choices including mutual fund share classes that charged higher fees than other alternatives that offered the same investment strategies or less expensive share classes of the exact same investment fund — or both.

These other types of investments are often referred to as alternatives.

Any decision by the Reporting Persons to acquire additional Shares will be based on market and general economic conditions, the business affairs and financial condition of the Issuer, the availability of Shares at favorable prices and alternative investment opportunities available to the Reporting Persons, and other factors that the Reporting Persons may deem relevant.