This paper discusses how institutional-quality hedge funds possess a much greater risk/reward pay off then the leading liquid alternative funds can offer.
A Primer on Distressed Debt Investing InfographicManagedFunds
A Primer on Distressed Debt Investing provides easy to understand visual depictions of how distressed debt investing works and explains how these investors often work alongside financially distressed companies to ensure a successful restructuring or bankruptcy proceeding. It also illustrates how distressed debt investments can help provide a number of positive results, including increased liquidity, a positive impact on overall company value, a higher degree of debt recovery, and relief of financial constraints.
This paper discusses how institutional-quality hedge funds possess a much greater risk/reward pay off then the leading liquid alternative funds can offer.
A Primer on Distressed Debt Investing InfographicManagedFunds
A Primer on Distressed Debt Investing provides easy to understand visual depictions of how distressed debt investing works and explains how these investors often work alongside financially distressed companies to ensure a successful restructuring or bankruptcy proceeding. It also illustrates how distressed debt investments can help provide a number of positive results, including increased liquidity, a positive impact on overall company value, a higher degree of debt recovery, and relief of financial constraints.
Distressed Debt Investing: Resources to Help Investors Better Understand The...ManagedFunds
"Distressed Debt Investing: Resources to Help Investors Better Understand Their Investment Options in this Asset Class" is aimed at helping investors better understand their investment options in the distressed debt space. The presentation gives an overview of distressed debt investment and the role these investors play in the bankruptcy process by creating liquidity in the credit markets, lowering the cost of lending, and helping companies that may be close to bankruptcy or in bankruptcy with additional capital.
An overview of what it happening in the Yeildco space because of the sector downturn and the near insolvency of Yieldco sponsors SunEdison (Terraform Power and Terraform Global) and Abengoa (Abengoa Yield.) Delivered at Yieldcon in NYC on December 3rd.
Presentation at "The Rise of The Yieldco" Workshop, July 2015. International comparison of Yieldcos (income oriented companies investing in clean energy) in US, UK, and Canada
Real Estate Investing 101: Private EquityPeerRealty
This is the presentation deck from Real Estate Investing 101: Private Equity, PeerRealty's second in a series of on-demand educational videos. In this series, PeerRealty Head of Investments Jeff Rothbart takes viewers through the fundamentals of real estate investing, and discusses some of the key metrics that real estate investors should consider. This first course, Private Equity, discusses the fundamentals of real estate private equity transactions, and covers concepts like private placement memorandums, the "promote," and preferred returns.
You can view this webinar at http://resources.peerrealty.com/real-estate-investing-101-private-equity
Walker capital is the best option for you to know how to invest in shares, you can make calls and ask which shares to buy and sell for making good money.
Unless you can predict the future, investing is a risky business. Know your goals, your needs and your tolerance for risk before you put your money at stake.
Is your 401(k) producing results that will be able you retire? Tired of no leadership or management actively of your 401(k)? Here is a solution that can be used to help you with your dilemma.
Strategic diversification can add value to your portfolio. If you do not have any of these different types of asset classes, you should ask your investment person why. If they do not have a good reason, you may want to seek a different adviser....
Capital Structure:
Capital Structure is the mix of financial securities used to finance the firm.
The value of a firm is defined to be the sum of the value of the firm’s debt and the firm’s equity.
V = B + S
If the goal of the management of the firm is to make the firm as valuable as possible, then the firm should pick the debt-equity ratio that makes the pie as big as possible.
Distressed Debt Investing: Resources to Help Investors Better Understand The...ManagedFunds
"Distressed Debt Investing: Resources to Help Investors Better Understand Their Investment Options in this Asset Class" is aimed at helping investors better understand their investment options in the distressed debt space. The presentation gives an overview of distressed debt investment and the role these investors play in the bankruptcy process by creating liquidity in the credit markets, lowering the cost of lending, and helping companies that may be close to bankruptcy or in bankruptcy with additional capital.
An overview of what it happening in the Yeildco space because of the sector downturn and the near insolvency of Yieldco sponsors SunEdison (Terraform Power and Terraform Global) and Abengoa (Abengoa Yield.) Delivered at Yieldcon in NYC on December 3rd.
Presentation at "The Rise of The Yieldco" Workshop, July 2015. International comparison of Yieldcos (income oriented companies investing in clean energy) in US, UK, and Canada
Real Estate Investing 101: Private EquityPeerRealty
This is the presentation deck from Real Estate Investing 101: Private Equity, PeerRealty's second in a series of on-demand educational videos. In this series, PeerRealty Head of Investments Jeff Rothbart takes viewers through the fundamentals of real estate investing, and discusses some of the key metrics that real estate investors should consider. This first course, Private Equity, discusses the fundamentals of real estate private equity transactions, and covers concepts like private placement memorandums, the "promote," and preferred returns.
You can view this webinar at http://resources.peerrealty.com/real-estate-investing-101-private-equity
Walker capital is the best option for you to know how to invest in shares, you can make calls and ask which shares to buy and sell for making good money.
Unless you can predict the future, investing is a risky business. Know your goals, your needs and your tolerance for risk before you put your money at stake.
Is your 401(k) producing results that will be able you retire? Tired of no leadership or management actively of your 401(k)? Here is a solution that can be used to help you with your dilemma.
Strategic diversification can add value to your portfolio. If you do not have any of these different types of asset classes, you should ask your investment person why. If they do not have a good reason, you may want to seek a different adviser....
Capital Structure:
Capital Structure is the mix of financial securities used to finance the firm.
The value of a firm is defined to be the sum of the value of the firm’s debt and the firm’s equity.
V = B + S
If the goal of the management of the firm is to make the firm as valuable as possible, then the firm should pick the debt-equity ratio that makes the pie as big as possible.
12.1Worksheet 12.1 - Mutual Funds for Different Time Horizons and .docxhyacinthshackley2629
12.1Worksheet 12.1 - Mutual Funds for Different Time Horizons and ObjectivesResearch different mutual funds and choose funds that support your short-term, intermediate, and long-term objectives. Compare funds based on their past performance, expense ratios, loads, risks, and holdings.Short-Term Investment (< 1 Year)Mutual FundInitial InvestmentLoad/Expense RatioHoldingsIntermediate Investment (1 - 5 Years)Mutual FundInitial InvestmentLoad/Expense RatioHoldingsLong-Term Investment (> 5 Years)Mutual FundInitial InvestmentLoad/Expense RatioHoldings
12.2Worksheet 12.2 - Comparison of Mutual Fund CompaniesResearch different mutual fund companies and choose three similar funds with similar holdings. Compare the three funds based on past performance, expense ratios, loads, risks, and holdings. Where do they fit in the Morningstar Style Box?Fund 1Fund 2Fund 3Fund nameFund symbolBenchmark indexBenchmark return over:1 year3 years5 years10 yearsFund return over:1 year3 years5 years10 yearsFund manager tenureMinimum initial investmentMinimum continuous automatic investmentAnnual expense ratioLoad?How much?12b-1 fee?Turnover rateMorningstar Box LargeMediumSmallValueBlendGrowth
12.3Worksheet 12.3 - Mutual Fund Planning WorksheetConstruct an investment plan that includes appropriate use of mutual funds to meet your short-term, intermediate, and long-term savings objectives. Then log this information in your online GoalTracker.Short-Term Intermediate Long-Term Goal/PurposeFund NameSymbolHoldings/Style BoxRisk LevelFund return over: 1 year 3 years 5 years 10 yearsFund manager tenureMinimum initial investmentMinimum continuous, automatic investmentAnnual expense ratioLoad/How much?12b-1 fee?Turnover rate
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The presentation covers all the details about Reliance AMC. It gives an investor a clear overview about the given AMC. The presentation covers the the most relevant topics of Reliance Mutual Fund that an investor wants to know, like - SWOT Analysis, Investment philosophy, types of funds along with the top performing funds of the AMC, the experience of the investors and the team which comprises of the management team as well as the team of fund mangers.
Special report conventional investment wisdom that can hurt youRobert Champion
In the Pirates of the Caribbean, the young Miss. Elizabeth Swann demands that Captain Barbossa follow the “Pirate Code.” Barbossa rejects her demand, explaining that, “the code is more of what you would call guidelines than actual rules.” Investors would do well to interpret much conventional investment wisdom with the same flexibility. Instead many follow these so called ‘rules’ without questioning whether or not they are valid and whether they apply to their situation.
Blind obedience to these rules can potentially increase risk and volatility in your portfolio. In this report we explain why you should dig a little deeper before making an investment decision based on conventional investment wisdom.
- See more at: http://www.sprunginvestment.com/downloads/#sthash.IuPVKQra.dpuf
The 10 Biggest Mutual Funds - Are they really worth your moneyRichard Cayne Meyer
It is a split field when it comes to mutual funds. While many investors already understand it, others do not; mutual funds are not always a great investment option in today’s market. https://sites.google.com/site/richardcaynemeyerinternational/the-10-biggest-mutual-funds-are-they-really-worth-your-money
The SPIVA Australia Scorecard reports on the performance of actively managed Australian mutual funds against their respective benchmark indices over one-, three-, and five-year investment horizons. In this scorecard, we evaluated returns of more than 620 Australian equity funds (large-, mid-, and small-cap, and A-REIT), 280 international equity funds, and 70 Australian bond funds
Miami resident J. Randall Waterfield is the board chairman and the CEO of Waterfield Group. In this role, J. Randall “Randy” Waterfield steers the organization, regarded as one of the largest private financial companies in the United States. The Waterfield Foundation is the philanthropy affiliate of the company, and it supports various causes and initiatives, including grants for community development in the northeastern Indiana area of Fort Wayne.
To qualify for a grant, applicants should either be tax-exempt under Section 502(c) (3) of the internal revenue code or a political subdivision in Indiana, with preference accorded to those with an existing record of meeting a need within Fort Wayne. The grant, however, is not available to private foundations as per the definition of Section 509(a). Though most grant recipients have to apply for assistance formally, the foundation occasionally supports non-applicants with worthy causes, such as government-funded projects to benefit the community that need private participation.
J. Randall "Randy" Waterfield graduated from Harvard University and gained experience in the financial services industry through his equity research analyst role with Goldman Sachs Asset Management. For the last two decades, J. Randall Waterfield has served as chairman of Waterfield Group, an investment firm that includes holdings in organizations such as Waterfield Energy. This oil and gas software provider partnered with M33 Growth in 2018 in order to advance efforts in innovation and customer success.
Established in 2017, M33 Growth earned its name from Mach 33, the velocity an object must reach to escape the Earth's gravitational pull. The company aims to quickly grow small businesses and push them to succeed in their industries. Focusing on founder-owned organizations, the group has invested in enterprises in the health care, business-to-business software, and tech-enabled services industries.
M33 Growth targets businesses that are bootstrapped or operating on less than $10 million in raised capital. The group also prefers to work with organizations that have high growth potential, are based in the United States or Canada, and meet other key criteria. Once the group invests in an organization, it provides support in building marketing and sales teams and processes, developing mergers and acquisitions strategy, and hiring the right talent.
In April 2018, J. Randall (“Randy”) Waterfield and his team at Missouri Cobalt, LLC, acquired land and operational holdings of a major cobalt deposit site. The 1,800-acre operation in Missouri’s Madison County, formerly a working mine, is estimated to contain recoverable cobalt totaling some 35 million pounds. J. Randall Waterfield, as the CEO of Waterfield Holdings, LLC, partnered with Stacy W. Hastie, the CEO of Environmental Operations, Inc., to form Missouri Cobalt.
J. Randall (Randy) Waterfield was recently elected to be the chairman of the YPO board of directors. In this capacity, he will be overseeing the world's leading organization of executive-level decision makers. An accomplished professional in the financial services industry, J. Randall (Randy) Waterfield and his family also started the Waterfield Family Scholarship Fund to benefit students at the Canterbury School in Indiana.
As chairman of the Waterfield Group, J. Randall (Randy) Waterfield extends a family legacy of offering low cost financial services to clients. J. Randall (Randy) Waterfield manages the Waterfield Group's business operations. He also supports IPFW college through the Waterfield Campus Housing program.
A Harvard University graduate, J. Randall "Randy" Waterfield is the chairman of Waterfield Group, a diversified financial services holding company. A board member of Nasdaq-listed Asure Software and SMTC Corporation, J. Randall Waterfield is a philanthropist who supports Indiana University Purdue University Fort Wayne (IPFW) through the Waterfield Campus Housing Program.
The chairman of the Waterfield Group, J. Randall "Randy" Waterfield has nearly two decades of experience in equity research analysis and technology solutions. In addition, J. Randall Waterfield supports Indiana University-Purdue University Fort Wayne (IPFW) through its Waterfield Campus Housing Program.
Financier, J. Randall Waterfield is on the board of directors of YPO International, the world's premier peer network of chief executives. As a current executive committee member of New York City’s Young Presidents’ Organization, J. Randall “Randy” Waterfield had the opportunity to conduct an interview with former president George W. Bush in September 2015, after Bush received YPO’s Lifetime Achievement Award.
2. Red Oak Partners’ Long/Short Fund
The long/short investment fund at Red Oak Partners, where J. Randall "Randy" Waterfield serves
on the board of directors, invests in mis-priced and under-followed stocks with either small or
micro capitalization levels. The fund pursues a three-prong investment strategy. To identify
materially undervalued stocks, it performs its own due diligence and screening. It also looks
ahead for catalysts and events that may affect a stock’s value. Finally, it pursues a low-turnover
approach designed to generate long-term gains.
3. Red Oak Partners’ Long/Short Fund
Over the last 11 years, Red Oak Partners’ long/short investment fund has net annualized returns
over 14 percent, ranking Red Oak Partners among the top hedge funds. The S&P 500 returned
7.55 percent over the same period while the Nasdaq and Russell 2000 managed returns of 10.93
percent and 10.44 percent respectively.
4. Red Oak Partners’ Long/Short Fund
To generate its returns, Red Oak Partners relies on a team with decades of investment
experience. J. Randall Waterfield serves alongside executives who have worked at major firms,
including Deutsche Bank, Soros and Merrill Lynch & Co. To learn more about Randy Waterfield
and Red Oak Partners, visit www.redoakpartners.com.