Documents tagged "Management"
Found 31 documents with this tag
HOUSE_OVERSIGHT_026944.txt
The Investment Management Division document discusses the risks of a US-Iran military conflict and other geopolitical risks. It focuses on key people, places, and topics such as US policy on Iran, Iranian actions and current economic conditions, potential for US-Iranian military conflict, implications for the global oil market, external exogenous shocks, trade war with China or continued slowing growth in China, Brexit, auto tariffs, Russia, Middle East, North Korea, cyberattacks, terrorism, the Joint Comprehensive Plan of Action (JCPOA) between Iran and P5+1, US sanctions on Iran, and recent key events in US-Iran relations. The document emphasizes the need for risk management strategies to mitigate potential negative impacts on financial markets.
HOUSE_OVERSIGHT_026679.txt
The Invesco Global Sovereign Asset Management Study is an annual study that provides insights into the sovereign asset management industry based on face-to-face interviews with leading sovereign wealth funds, state pension funds, and central banks. The study covers topics such as low interest rates, falling oil prices, reduced funding, geopolitical shocks in developed markets, uncertainty over quantitative easing, quantitative tightening, currency volatility, commodity volatility, and the impact of these factors on sovereign investors. The study is intended only for professional clients, financial advisers, qualified investors, institutional investors, wholesale investors, and other specified investor categories, depending on their location.
HOUSE_OVERSIGHT_026634.txt
The document discusses Apollo's management meeting with an optimistic outlook for growth opportunities and recurring fee prospects. The post-election outlook is likely favorable for GDP growth and rising rates, but it could also create volatility and uncertainty on multiples. Potential tax changes could have mixed impacts on APO and the industry, including higher carried interest tax rates, incentives for firms to shift from a partnership structure to a c-corp structure, and potential index inclusion.
HOUSE_OVERSIGHT_025663.txt
This document discusses the current state of cryptocurrencies and blockchain technology, with a focus on Bitcoin as an example. It outlines key aspects such as the cryptocurrency marketplace, how cryptocurrencies work, potential uses of blockchain technology, whether Bitcoin is a viable currency or asset, risks associated with cryptocurrencies, and different views on these topics from various parties such as governments and financial institutions. The document also includes charts and graphs illustrating Bitcoin's price history and market capitalization of other cryptocurrencies.
HOUSE_OVERSIGHT_024432.txt
The document is a private placement memorandum for Knowledge Universe Education L.P. The company operates approximately 2,500 early childhood care and education locations in 39 states. They are offering investment units consisting of Common Limited Partner Units of KUE and Class A Ordinary Shares of KUE Management Inc. for $1,000 per unit. The funds raised will be used to expand operations through strategic acquisitions both domestically and internationally, develop new products and services, repay certain existing indebtedness, and for other corporate purposes.
HOUSE_OVERSIGHT_024135.txt
The UBS CIO Monthly Extended from July 2012 discusses the global economy and investment preferences with a focus on risk return and the Euro debt crisis. The document presents asset class views for equities, fixed income, foreign exchange, commodities, listed real estate, hedge funds, and private equity. It also highlights the need for further reform and consolidation efforts in Spain and Italy. In terms of US corporate bonds, it is believed that they offer the best risk return. The UBS Wealth Management & Swiss Bank's Chief Investment Office provides this analysis, but investments may be subject to jurisdictional and regulatory restrictions.
HOUSE_OVERSIGHT_023564.txt
Leon Black, CEO of Apollo Global Management LLC, is considering the potential tax implications of the new U.S. tax regime for his firm and other Wall Street firms. Publicly traded partnerships like Apollo are taxed differently than corporations, so there is a decision to be made about whether to take advantage of the overhauled tax rules or convert to an Inc. from an LLC, which would increase its tax bill but allow it to attract investments from mutual funds. The new lower corporate rate has made it possible for bigger publicly traded partnerships to consider this change.
HOUSE_OVERSIGHT_022359.txt
The document discusses tax proposals in President Obama's Fiscal Year 2014 Budget, which was released on April 10th. Key people mentioned in the document include Managing Directors Paul Morris and Blanche Lark Christerson from Deutsche Bank Asset & Wealth Management and Deutsche Bank Trust Company, N.A.
HOUSE_OVERSIGHT_016801.txt
The document is a capital market outlook from the Chief Investment Office, discussing topics such as macro strategy, global market views, and thought of the week. Paul Morris, Managing Director at Merrill Private Wealth Management, highlights key issues like Federal Reserve policy, global research and development spending, and gold's role as a diversifier in portfolios. The discussion covers the evolving concept of price stability, the potential acceleration of R&D spending due to the U.S.-China tech cold war, and recent tailwinds for gold's performance versus the US dollar.
HOUSE_OVERSIGHT_014315.txt
The document is about a financial conference held in 2016. The tone of the conference was bullish into 2017, with more generalists attending than previous years. The report discusses raising price objectives across most names due to revenue and regulatory upside and positioning. There were innovation-focused panels on clearing, fixed income market structure, equity market structure, and payments. The report also mentions banks as the most constructive it has heard in years, with the election results improving their outlooks.
HOUSE_OVERSIGHT_012718.txt
The document discusses regulatory issues and the burden they place on businesses, highlighting the need for regulatory relief to stimulate job creation and economic growth. The author mentions President Obama's Executive order "Improving Regulation and Regulatory Review" as a positive step but emphasizes the need for more action from the administration and individual agencies to provide real regulatory relief for job creators. One proposed solution is to strengthen the Unfunded Mandates Relief Act, which requires federal regulators to evaluate the cost of rules and consider alternatives with less cost. The document also mentions that while the current administration has said some of the right things regarding regulations, it has moved in the wrong direction, resulting in a sharp increase in economically significant rules.