Sentences with phrase «related equities and debt»

We prefer commodities exposure via related equities and debt.

Before founding K2, he was with American Capital Ltd., a publicly - traded buyout and mezzanine fund (NASDAQ: ACAS), where he created the American Capital Energy Group, building a peak portfolio of nearly a billion dollars of market value of energy - related equity and debt investments across oil and gas production, oilfield services, utility services and alternative energy.

Not exact matches

Non-cash interest expense related to convertible notes - We record the accretion of the debt discount related to the equity component and amortization of issuance costs as non-cash interest expense.

Rather, its problems are related to the rise of fracking, which depressed the natural - gas prices that private - equity buyers had expected would climb and help the company boost revenue and service its debt.

RCG Longview invests in private real estate - related debt and equity opportunities.

There he devised strategy for obtaining debt and preferred equity capital and created finance - related marketing materials and research papers for various clients.

I'd add a related wrinkle: when a dot.com bubble bursts, it mops up more quickly because of the difference between «mark - to - market» in an equity bubble and «extend - and - pretend» in a debt - financed housing bubble.

We expect that the New Credit Facility will contain a number of covenants that, among other things, restrict SSE Holdings» ability to, subject to specified exceptions, incur additional debt; incur additional liens and contingent liabilities; sell or dispose of assets; merge with or acquire other companies; liquidate or dissolve itself, engage in businesses that are not in a related line of business; make loans, advances or guarantees; pay dividends or make other distributions (with certain exceptions, including tax distributions and repurchases of management equity); engage in transactions with affiliates; and make investments.

In addition, we also recorded Related - Party Warrants at fair value of $ 83.4 million on the date of issuance as a reduction to the carrying amount of the related - party debt and a corresponding increase to stockholders» Related - Party Warrants at fair value of $ 83.4 million on the date of issuance as a reduction to the carrying amount of the related - party debt and a corresponding increase to stockholders» related - party debt and a corresponding increase to stockholders» equity.

According to the report released by the Federal Reserve Bank of New York, housing - related debt, mortgages and home equity lines of credit rose by a combined amount of 0.6 %, $ 56 billion.

A rise in interest rates — in part related to tax cuts which will stimulate the economy and require the government to issue more debt — caused many investors to revalue their stock holdings (equities are often valued in part based on their expected returns versus a risk - free Treasury).

Davis also provides financial advisory services primarily related to the valuation of privately - held equity and debt issued by financial services companies and advisory related to capital structures and M&A.

She also went on to work at a number of other Wall Street firms including Robertson Stephens, Punk Ziegel, Moss Adams Capital and Keybank, advising healthcare and related company founders, senior executives, and corporate boards on a wide range of strategic corporate finance transactions, including buy - side and sell - side M&A advisory and equity and debt capital raising transactions.

70 to 95 % of the scheme's funds are invested in debt and money market securities while the residual 5 — 30 % in equity / equity related instruments.

A related question is why does the NAV of a debt fund go up and down like equity?

Credit Grade Mortgage companies often grade your loan based on certain credit related items such as payment history, amount of debt payments, bankruptcies, equity position and your credit score.

In the debt restructuring the company wants to pay creditors the $ 10.3 million of debt related to the land and $ 1.7 million related to the negative equity of the other assets.

NexPoint Real Estate Strategies Fund seeks long - term total return, with an emphasis on current income, by primarily investing in a broad range of real estate - related debt, equity and preferred equity investments across multiple real estate sectors.

I encourage you to try backtesting other equity structure related formula variations, and maybe even test out the percent reduction in shares outstanding in combination with valuation and debt ratios.

The UTI Equity Fund is a large cap fund with a stated objective of investing at least 80 percent of its corpus in equity and equity related instruments which contain medium to high risk, and up to 20 percent in debt and money - market instruments with low to medium risk prEquity Fund is a large cap fund with a stated objective of investing at least 80 percent of its corpus in equity and equity related instruments which contain medium to high risk, and up to 20 percent in debt and money - market instruments with low to medium risk prequity and equity related instruments which contain medium to high risk, and up to 20 percent in debt and money - market instruments with low to medium risk prequity related instruments which contain medium to high risk, and up to 20 percent in debt and money - market instruments with low to medium risk profile.

Investment Objective: - To enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments.

Investment Objective: To generate income and minimize interest rate volatility by investing in Debt & Money Market securities that mature on or before the maturity of the scheme, and also to generate capital appreciation by investing in equity / equity related instruments.

Newton allocates the Fund's investments among equity and equity - related securities, debt and debt - related securities, and, generally to a lesser extent, real estate, commodities and infrastructure in developed and emerging markets.

This equates to roughly $ 30,000 in outstanding debt per borrower and does not include what may be a substantial amount of education - related debt in the form of credit card, home equity, and retirement account borrowings.

Another main reason of refinancing the mortgage is when you need to access the equity or net worth of your home and use it for any other cash needs you have — this may be related to your home, for example if you would like to do some renovation, or totally unrelated like paying off debt or going on a vacation.

Equity and Equity Related Instruments — 65 to 80 % Debt Securities (including securitised debt) and money market instruments — 20 to Debt Securities (including securitised debt) and money market instruments — 20 to debt) and money market instruments — 20 to 35 %

«There are different results depending upon the character of the lender and borrower (non-profit or a c corporation, s corporation, partnership or LLC), the relationship between the parties (related party transactions may lose the interest deduction), the legal components of debt and equity of the instrument (certain preferred stock can legally be classified as debt in one jurisdiction and stock in another, so interest is a dividend in one country but interest in another and interest is deductible while dividends are not), the purpose of the loan (A CERT can trigger unintended tax costs and money borrowed to pay wages to owners is a big mistake) and much more,» says Spizzirri.

To enhance returns over a portfolio of Debt Instruments with a moderate exposure in Equity and Equity related Instruments.

The investment objective is to generate income by predominantly investing in debt and money market securities, and to generate growth by taking moderate exposure to equities and equity related instruments and provide diversification by investing in gold ETFs.

Represented a private equity client in the recapitalization and related debt financing arrangements of a global manufacturer with sales offices in the US, Vietnam, Asia and Europe, and manufacturing facilities in China, Vietnam, Indonesia and Korea.

The firm has handled an array of corporate finance mandates throughout 2016, in keeping with the firm's historic strength in the area; the group advised Kitwave Group on its combined # 41.5 m debt financing and related equity investment from Pricoa Capital and Allstate, which the client used to finance two acquisitions and support the growth of its national presence.

Notable mandates: Acted for Soltoro Ltd. in connection with its successful disposition by plan of arrangement to Agnico Eagle Mines Ltd.; co-counsel for Trillium Motor World Ltd. in class action against General Motors of Canada Ltd. and Cassels Brock & Blackwell LLP; acted for Canadian Solar Inc. in connection with raising an aggregate of US$ 50 million in equity and US$ 100 million in debt financing for acquisition financing and working capital purposes; external counsel to the Regional Municipality of York, providing a wide range of municipal, real estate, expropriation, litigation, and commercial law advice and services; counsel to minority shareholder of a Nevis LLC worth more than US$ 500 million with respect to a claim for relief from unfair prejudice in litigation in Nevis and the Commercial Division of the Eastern Caribbean Supreme Court in British Virgin Islands, and in contemporaneous related actions in Belize and the United States.

Mr. Devaskar also has experience representing both media and non-media based companies in high profile M&A and debt and equity finance transactions as well as negotiating licensing agreements related to television and new media projects.

His business and finance practice consists of advising business owners regarding business matters relating to entity formation and operation, contract preparation and negotiation, as well as corporate finance and business combination transactions, including private securities offerings, debt and equity financing transactions, mergers, stock / asset acquisitions and other corporate partnering transactions.

Represented Cayman Islands domiciled international education company in Series A and Series B equity capital raises and related RMB - based debt financing provided by international bank headquartered in China.

Significant experience in all areas of corporate activity, including mergers and acquisitions, public takeovers, IPOs and secondary offerings, private placements of securities, debt financing and related finance structuring of corporate transactions, corporate governance, partnership structures, private equity, venture capital, joint ventures, international commercial transactions, project support and company secretarial services.

Our firm developed unique litigation theories and winning arguments that helped recover tens of billions of dollars on behalf of our clients related to residential mortgage - backed securities and other structured financial products, including collateralized debt obligations, credit default swaps, structured currency derivatives, structured notes, equity derivatives, and other more exotic derivatives.

Clay also advises issuers in connection with public and private offerings of equity and debt securities, including through equity compensation plans, and advises clients on other securities - related and general corporate governance matters.

As legal advisors to EQT of matters relating to Luxembourg companies law, prior to the closing of the transaction our involvement consisted of implementation and organisation of the acquisition structure, negotiation of transaction documentation relating to the transaction, and in particular the (equity and debt) instruments issued by the various Luxembourg entities being part of the acquisition structure, and various security arrangements granted in connection thereto.

Natalia has extensive experience in a variety of commercial disputes including contractual disputes arising out of SPAs and related contractual documentation, shareholders» agreements, investment agreements, option agreements, debt finance agreements and related security documentation, personal guarantees, partnership disputes (in relation to offshore private equity structures).

The outcome (90 minus your current age) is the percentage of the total assets that can be invested in growth - oriented products (equity and equity related) while the rest should be invested into assets (debt and other fixed instruments) which are safe and liquid.

In this plan, predominant funds allotment is made on equity and securities related to it along with a provision for investments in money market and debt instruments.

Easy Retirement Balanced Fund: The objective of this fund is to provide long term capital appreciation by parking the funds in equity and equity related instruments of large, mid, and small cap companies, along with debt, money market, and cash.

It allows you to Invest in equity and equity - related securities and fixed income funds like money market securities and debt offer long - term capital appreciation and regular income.

MIP Mutual Funds objective is to invest some portion in equity markets and majority in debt related instruments.

Mr. Garfield is responsible for real estate debt originations and acquisitions, equity investing and forming strategic relationships with real estate related companies.