Documents tagged "Funds"
Found 3 documents with this tag
HOUSE_OVERSIGHT_030808.txt
The document discusses the US Balanced portfolio and its allocation across various asset classes such as equities, high yield, leveraged loans, structured credit, emerging market FX, core bonds, inflation, cash, private equity, real estate, and hedge funds. It highlights key factors affecting these allocations like healthy private sector profits, problems left over from the recession, interventions by world's legislatures, treasuries, central banks, and multilateral agencies. The document also compares the situation with ancient Greek gods, stating that we are getting closer to their twilight, a time when they may run out of ammunition or cause more problems. It mentions holding 10-15% less equities than usual at this point in the business cycle and positions for single-digit returns on equities.
HOUSE_OVERSIGHT_029117.txt
This is an email conversation between Robert Lawrence Kuhn and Jeffrey E. regarding pre-production for a TV show or documentary called "Breakthroughs". They discuss the importance of clarity and charisma in TV interviews, as well as the need for adequate funds and more pre-production time to ensure that all elements are properly addressed. They also mention their excitement about discussing math candidates and possible edits/modifications to the 13 episodes they plan to cover. The show aims to discuss mathematical breakthroughs across various fields of knowledge, including physics, chemistry, biology, psychology, sociology, economics, etc.
HOUSE_OVERSIGHT_026778.txt
The document discusses The 2017 Tax Reform Act and its impact on fund managers and their funds. Key provisions include the carried interest rule and other changes affecting asset management firms and investors. Richard Kahn from HBRK Associates Inc. is forwarding this information to Jeffrey E. Jeyacation@gmail.com, who can contact Alex Gelinas or Steven Etkind for further information. The Tax Act contains significant changes since 1986, with some provisions taking effect on January 1, 2018. However, the "future profits only" interest in a partnership continues to be eligible for tax-free treatment under the new law.