Sentences with phrase «with strategic asset»

Two years ago, I concluded an 18 - year career with Strategic Asset Management, Inc. (SAMI) as Sr..
(As a value investor my problem with a strategic asset allocation is that it ignores the most important variable: valuation).

Not exact matches

«Data is a very strategic asset and the things you can do with it can give you a very strategic edge,» says Carl Ferrell, SAS's executive vice-president for the Americas and president for Canada.
«These are sensitive assets with a great deal of nationalistic strategic pride,» says Steven Hansen, an analyst at Raymond James.
«The reporting persons intend to have conversations with members of the issuer's management to discuss strategic alternatives which may enhance shareholder value, including, among other things, asset sales or potential corporate restructuring.
Moon, after talks with Mattis on Friday, said the «aggressive deployment» of U.S. strategic assets in the region, which have included overflights by U.S. bombers, had been effective in deterring the North Korean threat.
Even if you don't have a highly appreciated asset to sell, experts will tell you that you need to be strategic with charitable gifts.
The hands - on approach has led to frictions with Rome, concerned about an asset it considers of strategic importance, and has also unnerved other investors at the telecoms group.
Mattis said the topic of North Korea dominated Trump's meeting in April with President Xi Jinping of China, North Korea's only ally, and that the US intended to make China understand that «North Korea today is a strategic burden, not a strategic asset
Concrete had apparently gone to Strategic, a privately held landlord and developer with more than $ 1 billion worth of assets, months earlier for a loan to purchase two buildings, the partnership units for which they'd only partially sold.
But the company that shows up next quarter could be a very different one: Layoffs of more than 1,700 people will be well underway, offices will be closed and assets sold, and Yahoo could be in discussions with «qualified strategic entities» such as Verizon about a sale of some or all of its core properties.
If Brian Mulroney's government pushed forward with the plan, the paper warned, «Ottawa will have made a tragic mistake by selling off a strategic asset
«We are moving forward with a continued sense of urgency on our four strategic priorities: narrowing our focus on clients, products, and geographies where we can grow profitably; driving for efficiency; growing through innovation and optimizing our data assets and client relationships; and returning excess capital to shareholders,» he added.
Strategic Advisers, Inc. (Strategic Advisers), applies tax - sensitive investment management techniques in FPP and PTS (including «tax - loss harvesting») on a limited basis, at its discretion, primarily with respect to determining when assets in a client's account should be bought or sold.
NexPoint Strategic Opportunities Fund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equities.
«While we're disappointed that we can not complete the proposed merger with WBA, we believe that this asset sale is an important strategic transformation for Rite Aid,» John T. Standley, Rite Aid's chairman and chief executive, said on a conference call with analysts, using the ticker symbol for Walgreens.
NexPoint Strategic Opportunity Fund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equities.
The Strategic Growth Fund remains fully hedged, with the same «staggered strike» position we had at the 2007 peak, which strengthens our defense against potential market losses by raising the strike prices of our defensive put options, at a cost of just over 1 % of assets in additional put premium (which is relatively inexpensive with the CBOE volatility index currently at about 17).
The Strategic Total Return Fund currently carries a duration of about 2 years, primarily in U.S. Treasury securities, with just over 15 % of assets allocated to foreign currencies.
The Strategic Total Return Fund currently has an overall duration slightly over 3 years, primarily in straight Treasuries, with a small 1 % exposure to precious metals shares and about 4 % of assets in utility shares.
Dirk Hofschire, senior vice president of asset allocation research at Fidelity Investments, explains why, and what it may mean for investors in his monthly market catch - up with Lars Schuster, institutional portfolio manager for Strategic Advisers, Inc., a Fidelity Investments company.
Asset Management Equity Financing and Placement Debt Financing and Placement Mergers and Acquisitions Corporate Partnering and Strategic Alliances Restructuring and Workouts Startups and Management Alternative Finance Strategies Advice on Capital Markets Corporate Shareholder Communications Access to Retail, Institutional, and Accredited Investors Database Strategic Introductions to Global Network ConnectInvest - one - on - one Meetings with Global Investors Advice and Introductions on Capital Raises Media and Press Release Distribution Event Creation and Management Representation in Trade Shows and Conferences for Media Exposure
* Strategic Advisers, Inc. (SAI), applies tax - sensitive investment management techniques in the Fidelity ® Tax - Managed U.S. Equity Index Strategy, including «tax - loss harvesting,» at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.
3) The Hussman Strategic Growth Fund has gradually shifted from smaller to larger capitalization holdings in recent years, not out of any necessity due to Fund size (at the Fund's current asset level, we could easily populate the Fund with mid-caps if it was optimal to do so), but precisely because large stocks generally carry the best relative valuations.
Kestra Financial announced that they are now supporting Questmont Strategic Wealth Advisors, a Pennsylvania - based wealth management group with $ 420 million in assets.
BlackBerry's ability to manage inventory and asset risk; BlackBerry's reliance on suppliers of functional components for its products and risks relating to its supply chain; BlackBerry's ability to obtain rights to use software or components supplied by third parties; BlackBerry's ability to successfully maintain and enhance its brand; risks related to government regulations, including regulations relating to encryption technology; BlackBerry's ability to continue to adapt to recent board and management changes and headcount reductions; reliance on strategic alliances with third - party network infrastructure developers, software platform vendors and service platform vendors; BlackBerry's reliance on third - party manufacturers; potential defects and vulnerabilities in BlackBerry's products; risks related to litigation, including litigation claims arising from BlackBerry's practice of providing forward - looking guidance; potential charges relating to the impairment of intangible assets recorded on BlackBerry's balance sheet; risks as a result of actions of activist shareholders; government regulation of wireless spectrum and radio frequencies; risks related to economic and geopolitical conditions; risks associated with acquisitions; foreign exchange risks; and difficulties in forecasting BlackBerry's financial results given the rapid technological changes, evolving industry standards, intense competition and short product life cycles that characterize the wireless communications industry, and the company's previously disclosed review of strategic alternatives.
Many factors could cause BlackBerry's actual results, performance or achievements to differ materially from those expressed or implied by the forward - looking statements, including, without limitation: BlackBerry's ability to enhance its current products and services, or develop new products and services in a timely manner or at competitive prices, including risks related to new product introductions; risks related to BlackBerry's ability to mitigate the impact of the anticipated decline in BlackBerry's infrastructure access fees on its consolidated revenue by developing an integrated services and software offering; intense competition, rapid change and significant strategic alliances within BlackBerry's industry; BlackBerry's reliance on carrier partners and distributors; risks associated with BlackBerry's foreign operations, including risks related to recent political and economic developments in Venezuela and the impact of foreign currency restrictions; risks relating to network disruptions and other business interruptions, including costs, potential liabilities, lost revenues and reputational damage associated with service interruptions; risks related to BlackBerry's ability to implement and to realize the anticipated benefits of its CORE program; BlackBerry's ability to maintain or increase its cash balance; security risks; BlackBerry's ability to attract and retain key personnel; risks related to intellectual property rights; BlackBerry's ability to expand and manage BlackBerry ® World ™; risks related to the collection, storage, transmission, use and disclosure of confidential and personal information; BlackBerry's ability to manage inventory and asset risk; BlackBerry's reliance on suppliers of functional components for its products and risks relating to its supply chain; BlackBerry's ability to obtain rights to use software or components supplied by third parties; BlackBerry's ability to successfully maintain and enhance its brand; risks related to government regulations, including regulations relating to encryption technology; BlackBerry's ability to continue to adapt to recent board and management changes and headcount reductions; reliance on strategic alliances with third - party network infrastructure developers, software platform vendors and service platform vendors; BlackBerry's reliance on third - party manufacturers; potential defects and vulnerabilities in BlackBerry's products; risks related to litigation, including litigation claims arising from BlackBerry's practice of providing forward - looking guidance; potential charges relating to the impairment of intangible assets recorded on BlackBerry's balance sheet; risks as a result of actions of activist shareholders; government regulation of wireless spectrum and radio frequencies; risks related to economic and geopolitical conditions; risks associated with acquisitions; foreign exchange risks; and difficulties in forecasting BlackBerry's financial results given the rapid technological changes, evolving industry standards, intense competition and short product life cycles that characterize the wireless communications industry.
While the Strategic Growth Fund does have enough call options presently to reduce our hedge by about 40 % in the event of a substantial continued advance (they currently provide us with a 10 - 15 % exposure to market fluctuations), that position still amounts to only about 1 % of assets.
Triphase Accelerator Corporation announced a new strategic collaboration with Celgene Corporation, that provides Celgene with an option to acquire all Triphase Accelerator's assets relating to TRPH 222 (CD22 - 4AP), an antibody - drug conjugate in development for lymphoma.
Partnership Accelerates Growth and Innovation for Sales and Marketing Technology Leader VANCOUVER, WA, March 14, 2018 — DiscoverOrg, the leading sales and marketing intelligence provider, announced today that it has completed a strategic minority investment by global alternative asset manager The Carlyle Group (NASDAQ: CG), along with additional investment to come from 22C Capital.
At early - stage rounds of financing, legal documents for an investment, contracts for a strategic business partnership, and merger or acquisition agreements contain representations and warranties with respect to intellectual property assets from the new business and often from founding entrepreneurs.
Zilliqa, a high - speed blockchain platform from researchers at the National University of Singapore, has announced a strategic partnership with FBG Capital, one of the world's foremost digital asset management firms.
The equipment finance and leasing assets acquired are fully aligned with CWB's balanced growth strategy, and the acquisition supports continued progress toward strategic objectives for industry and geographic diversification.
Wesfarmers in November 2016 announced that it was evaluating «strategic options» for both of its coal assets in Queensland and New South Wales, with the miner reportedly placing a price tag of A$ 2 - billion on the assets.
Creative financing options exist for coworking operators, with funding available from asset owners, venture capitalists, lenders, and strategic investors.
The Strategic Total Return Fund continues to trade around a duration of about 2 years, mostly in Treasury inflation protected securities, with about 20 % of assets in precious metals shares.
In the Strategic Growth Fund, that puts us in the position of being fully hedged, but with a small speculative call option position that I would expect to increase toward 2 % of assets if the market pulls back somewhat further without a significant deterioration in market internals.
Featuring former UBS and SAP Group CIO Oliver Bussmann as a Strategic Advisor, the Ethereum - based project will enable a new paradigm of shared ownership of unique assets with both meaning and...
Strategic Total Return continues to carry a duration of about 3 years in Treasury securities (meaning a 100 basis point move in interest rates would be expected to impact Fund value by about 3 % on the basis of bond price fluctuations), with about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.
VANCOUVER, WA, March 14, 2018 — DiscoverOrg, the leading sales and marketing intelligence provider, announced today that it has completed a strategic minority investment by global alternative asset manager The Carlyle Group (NASDAQ: CG), along with additional investment to come from 22C Capital.
We also connected the client with independent strategic and tactical investment advice on asset allocation and risk management.
With this approach, you leave the rest of your money on track in your long - term strategic asset allocation plan without having to worry about tax consequences or rebalancing effects from changing back and forth between your «core» investments and your tactical ideas.
The company also entered into a strategic alliance with Hong Kong - listed gold producer Zhaojin Mining Industry Company with a view to jointly acquire assets in Australia.
Presently, Strategic Growth Fund remains fully hedged, with a staggered - strike position that raises the strike prices of the Fund's index put options somewhat closer to market levels, representing about 1 % of assets looking well into springtime.
The Sponsor believes that investors will be able to more effectively implement strategic and tactical asset allocation strategies that use Bitcoins by using the Shares instead of directly purchasing and holding Bitcoins, and for many investors, transaction costs related to the Shares will be lower than those associated with the direct purchase, storage and safekeeping of Bitcoins.
With its combined operational expertise, development acumen and asset management capabilities, Ensemble has fostered strategic and fruitful partnerships with boutique hotel operators as well as with global brands including Hilton, Marriott and HyWith its combined operational expertise, development acumen and asset management capabilities, Ensemble has fostered strategic and fruitful partnerships with boutique hotel operators as well as with global brands including Hilton, Marriott and Hywith boutique hotel operators as well as with global brands including Hilton, Marriott and Hywith global brands including Hilton, Marriott and Hyatt.
The first concerns capacity; for example, the African Union has had an interest in dealing with crises in Somalia and Darfur but it has lacked the strategic assets to do so and has needed NATO to provide it with strategic air - and sea - lift.
To broaden and expand the investor base of Ghana's bonds, the Finance Minister and the Deputy Governor will hold strategic meetings with portfolio and asset managers where they hope to whip up appetite for Ghanaian instruments.
Strong fit with strategic focus on the best assets in the aluminium industry - competitively positioned operations with improving cost position backed by hydro power..
«Consequently, any individual or group of persons who engage in any act of sabotage to the nation's strategic assets will face the full weight of the law as the military and other security agencies will ensure total protection of such facilities wherever they are in line with our constitutional mandate.
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