Sentences with phrase «of special investment»

A type of special investment portfolio in which an investor, with or without the aid of an investment advisor, invests solely in exchange traded funds (ETFs).

Previously, he was a Managing Director and Head of the Special Investments Group at Goldman, Sachs & Co..

Not exact matches

Doug New is a partner at Fasken Martineau but earlier in his career served as a special adviser to the deputy commissioner of the Foreign Investment Review Agency.

Even special dividends are beginning to lose their lustre, the fund managers said, particularly when viewed in the context of paltry organic investment figures.

Through a series of special reports listed in the tabs above, the FA Hub provides investors with straightforward, informative and relevant content that will make investment plans and strategies more transparent and easier to understand.

«Now, in this special edition of the classic investment book, The Alchemy of Finance, Soros presents a theoretical and practical account of current financial trends and a new paradigm by which to understand the financial market today.

While the S.E.C. requires companies with more than 499 investors to disclose their financial results to the public, Goldman's proposed special purpose vehicle may be able get around such a rule because it would be managed by Goldman and considered just one investor, even though it could conceivably be pooling investments from thousands of clients.

New rules introduced by AMAC that took effect in July require fund managers to fully disclose their investment risks, review the identities of investors, and set up special accounts to manage capital.

During one event attended by the prime minister that week, an investment seminar hosted by the Japan External Trade Organization and the Japanese Ministry of Economy, Trade, and Industry at the Pierre Hotel, Dr. Ziad Haider, special representative for commercial and business affairs at the US Department of State said, «Secretary Kerry... likes to say that foreign policy is economic policy, and in saying that he's referring to that interplay between foreign policy, foreign affairs, economic issues, and it's certainly true with bilateral diplomatic relations, as well.»

Lewis, fund's chief investment officer, spent nine years at Citigroup as a director of the bank's global special situations group, a $ 5 billion prop - trading group that specialized in distressed debt, high - yield bonds, and value equity.

Most people are used to celebrity endorsed diets or special vitamins, but this new wave of investment is much more innovation - driven.

Rothery's newest investment picks, the 20 Superstars of the Investor 500 are available along with special stock screens and complete data on 500 stocks in the latest Canadian Business on newsstands now.

Cowen Special Investments («CSI»), an unregulated merchant banking affiliate of Cowen, is an investor and dealer whose primary function is to assist clients in monetizing illiquid, difficult to value, uncorrelated, non-cusip, financial assets.

Rather than offering commentary on issues and events of importance to the investment and advisory community, this Commentary reports on a very unique and special event for the investment and advisory community known as «Camp Kotok», held annually at Leen's Lodge in Grand -LSB-...]

Factors taken into account when assigning this rating include the ease of enrolling in the program; the fees, if any, of investing through the DRIP; the availability of special services, such as IRAs and automatic investment services; and the frequency of purchases with optional cash investments.

Last week my friend John Mauldin, chairman of Mauldin Economics, released a special Brexit edition of his popular investments newsletter Outside the Box.

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.

Blue Wolf's deep investment experience with special situations, including companies in need of capital for restructuring in and outside of Chapter 11, and partnering with management teams who want to emerge stronger from troubled situations, is particularly relevant in today's highly - volatile, deeply - troubled energy markets.

Her current role includes preparation and review of annual tax returns, bookkeeping for investment partnerships and special projects as needed.

I'm Barry Ritholtz, you are listening to Masters in Business on Bloomberg Radio, my extra special guest this week is Joel Greenblatt, he is the managing principal and co-chief investment officer of Gotham Asset Management, the successor to Gotham Capital in a manner of speaking.

Prior to joining Cerberus, from 1996 to 2003, Mr. Kapadia served in various capacities with The Carlyle Group, a global private investment firm, and Carlyle Management Group, an affiliate of The Carlyle Group dedicated to turnaround and special situation investments.

(On the flip side, this situation leads to a special type of investment operation that actually causes people to seek out ownership of bad businesses when they think the economy is likely to recover given that they experience bigger upswings as the operating leverage effect happens in reverse.)

DALLAS --(BUSINESS WIRE)-- NexPoint Credit Strategies Fund (NYSE: NHF)(«NHF») today announced that it has set February 17, 2015 as the new record date for its special meeting of shareholders, which is scheduled for March 6, 2015, to approve a new investment advisory agreement to be entered into by NHF's subsidiary NexPoint Residential Trust, Inc. («NXRT») in connection with NHF's proposed spin - off of NXRT.

You can also qualify for special treatment if you are an executive officer, direct, or general partner of the business in which you want to make a venture capital investment.

Expertise: Secondary direct transactions, venture fund buyouts, limited partnership interests, fund of funds buyouts, venture capital investments, recapitalizations, founders stock purchases, and special situations.

Types of investments: secondary direct company shares, funded secondary fund interests, and special situations

And once you get here, there are a myriad of special tax incentive laws aimed specifically at investors and entrepreneurs that can dramatically reduce or eliminate taxes on business and investment income.

I track my individual stock holdings, Roth IRA, Rollover IRA, special investment accounts, and employer 401 (k) account through Personal Capital, and it has been useful and has saved me a bunch of money.

It does not discuss all aspects of U.S. federal income taxation that may be relevant to particular holders in light of their particular circumstances or to holders subject to special rules under the Code (including, but not limited to, insurance companies, tax - exempt organizations, financial institutions, broker - dealers, partners in partnerships (or entities or arrangements treated as partnerships for U.S. federal income tax purposes) that hold HP Co. common stock, pass - through entities (or investors therein), traders in securities who elect to apply a mark - to - market method of accounting, stockholders who hold HP Co. common stock as part of a «hedge,» «straddle,» «conversion,» «synthetic security,» «integrated investment» or «constructive sale transaction,» individuals who receive HP Co. or Hewlett Packard Enterprise common stock upon the exercise of employee stock options or otherwise as compensation, holders who are liable for the alternative minimum tax or any holders who actually or constructively own 5 % or more of HP Co. common stock).

This expertise is complemented by our connectivity with the significant investment and operating resources of TPG, a leading global private investment firm, and TPG Sixth Street Partners («TSSP»), the credit and special situations platform of TPG.

TPG Specialty Lending Europe («TSLE») is the European direct originations investment platform of TPG Sixth Street Partners, the credit and special situations platform of TPG, the global private investment firm.

In addition, this discussion does not address the impact of the Medicare contribution tax on net investment income or tax considerations applicable to an investor's particular circumstances or to investors that may be subject to special tax rules, including, without limitation:

Lighthizer is expected to try to nix another transnational court for investment disputes, and he has backing from a wide variety of constitutional lawyers, environmental and labor groups, and conservative think tanks that say the special courts encroach on U.S. sovereignty.

So argues Frank Bigler, head of equity investment research at Pictet Wealth Management, in the latest special edition of Perspectives.

The system also provides its traders or investors special undisclosed approach that will eventually help out the traders to make huge profits with just a few dollars of initial investment.

Rather than offering commentary on issues and events of importance to the investment and advisory community, this Commentary reports on a very unique and special event for the investment and advisory community known as «Camp Kotok», held annually at Leen's Lodge in Grand Lake Stream, Maine, one of the State's most remote venues (www.leenslodge.com).

Investing in currency involves additional special risks such as credit, interest rate fluctuations, derivative investment risk, and domestic and foreign inflation rates, which can be volatile and may be less liquid than other securities and more sensitive to the effect of varied economic conditions.

In many types of special situations, too, the investment follows a predictable course of work - out within a specified period, regardless of the course of the market as a whole.

Unlike most of our typical investment reports which focus on free cash flow utilization, net asset value investing, mean reversion of margins or special situations, this report will look at the investment merits of a company that generates little free cash flow at the moment and is somewhat of a growth investment if company management is successful in achieving its objectives.

BOSTON (April 23, 2018)-- MFS Investment Management MFS) released today the distribution income sources for six of its closed - end funds for November 2017: MFS Charter Income Trust (NYSE: MCR), MFS Government Markets Income Trust (NYSE: MGF), MFS Intermediate High Income Fund (NYSE: CIF), MFS Intermediate Income Trust (NYSE: MIN), MFS Multimarket Income Trust (NYSE: MMT) and MFS Special Value Trust (NYSE: MFV).

He also has a diversity of style seeking high quality franchises, deep value and special situation investments but all only when priced to give a margin of safety.

Prior to joining SKAGEN he was based in Shanghai, as Head of China Special Mandate, at Norges Bank Investment Management (the oil - fund), where he also previously held positions as a portfolio manager and a generalist global equity research analyst.

At Ensemble we do not focus on this type of business and believe that the bar for a management team to demonstrate the ability to execute this approach is so high that it is a relatively special situation and there are not a large number of these sorts of investment opportunities.

Earlier, the companies said Kraft shareholders will receive stock in the combined company and a special cash dividend of $ 16.50 per share, financed by a $ 10 billion investment from private equity firm 3G Capital and Berkshire Hathaway.

The Edward Jones Investment Policy Committee offers its viewpoints on the U.S. economy, equities, the bond market, international markets and asset classes, as well as a special topic of interest to investors each quarter.

In our China special, we highlight the opportunities for dealmakers in the region; look at the new breed of LP; identify the growth investment opportunities in China's vast business landscape, and discuss how increased affluence is spurring demand for high - end products.

Later working in investment banking at Goldman Sachs and asset management at Deutsche Bank, Barbara Ann acquired a robust grasp of private market valuation that she went on to leverage at Holowesko Partners for nearly a decade, helping the hedge fund grow to several billion in AUM with her focus on special situations and takeout candidates.

When it comes to special situation investments, you want to put a small amount of your portfolio — probably not more than 10 % — into the class as a whole.

The Saxo Bank Group does not in any of its Publications take into account any particular recipient's investment objectives, special investment goals, financial situation, and specific needs and demands.

Prior to this, Mr. Moysiuk was the Managing Partner of HOOPP Capital Partners, through which HOOPP conducted its private equity and special situations investment business.