Documents tagged "Private"
Found 51 documents with this tag
HOUSE_OVERSIGHT_026650.txt
The email discusses the influence of private equity (P-E) in the incoming administration. Key people include Commerce Secretary Wilbur Ross, Blackstone CEO Steve Schwarzman, and attorney Jay Clayton who will lead the SEC. The president-elect has also met with heads of other P-E firms such as Carlyle Group and KKR. A major focus for P-E is carried interest taxation.
HOUSE_OVERSIGHT_026064.txt
This document discusses the infrastructure expertise of Edmond de Rothschild and their involvement in senior and mezzanine debt funding that yields 8-10% per year with a kicker. It also mentions that there is a huge amount of cash sitting on the sidelines, Trump will want to do private public partnerships on most things, and Donald loves the Rothschild name. The document further discusses the involvement of Edmond de Rothschild in building and financing infrastructure in Europe and their partnership with TIIC and BRIDGE for equity and debt investments, respectively.
HOUSE_OVERSIGHT_025247.txt
This document is a monthly report on global investment markets from UBS AG's Global Investment Office. It focuses on key areas such as the global economy, equities, fixed income, and foreign exchange markets, with specific sections dedicated to each asset class. The report highlights that global growth is showing signs of improvement, supported by decisive monetary policy from major central banks. In terms of equity markets, the report recommends preferring US and Emerging Markets (EM), while Canada and Australia are less favored due to falling earnings. The report also discusses fixed income markets, highlighting that US high yield bonds remain supported by strong fundamentals and technicals.
HOUSE_OVERSIGHT_025229.txt
In this document, a person named Mary discusses the events of August 4, 2011 regarding financial markets and the global recovery. Italy's equity markets sold off sharply and were eventually shut down after the ECB rejected being the buyer of last resort for Italian government bonds. The Bundesbank also has objections to this idea. The author mentions that Italy has a high debt load as a percentage of its GDP, and without a decision by Germany to move towards Federalism or more debt monetization by the ECB, the European Monetary Union could be facing its final stretch. Italian regulators have seized documents at Moody's regarding declines in Italian bank stocks as an indication of the pressure the system is under, and the possible search for scapegoats.
HOUSE_OVERSIGHT_025226.txt
The document discusses recent financial market developments, particularly regarding Italian equity markets and their impact on global recovery. The sender has shared this information with clients due to the severity of the situation. They mention that Italy's debt load is a considerable concern and that the European Monetary Union could face its final stretch if Germany does not move towards federalism or if there is no more debt monetization by the ECB.
HOUSE_OVERSIGHT_025221.txt
The document discusses the US debt ceiling negotiations and how they impact large cap growth stocks and rising corporate profits. The writer compares the current situation to a similar discussion in the 1980s when President Reagan scolded Congressional Republicans for delaying debt ceiling increases, which at that time was only half of what it is today relative to GDP or government revenues. The writer argues that while unconstrained debt growth with no plan to slow it is bad, default is also a very bad idea and suggests that debt limit legislation serves as a way for a democracy to decide whether mega-deficits are in the long-term public interest.
HOUSE_OVERSIGHT_024631.txt
The 2018 Cannabis Investment Report provides an overview of the global cannabis consumers and the U.S. legal landscape. It also discusses international cannabis market estimates and capital markets for cannabis companies. The report highlights the growth of private cannabis companies, along with top 100 private cannabis companies in 2018. Additionally, it identifies cannabis industry risk factors and provides a glossary of terms used within the industry.
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_024179.txt
The document outlines the schedule for the President and First Lady during their visit to New York City for the 67th United Nations General Assembly. Key events include a private dinner with Maldivian delegates at the Helmsley Hotel, a bilateral meeting with the Secretary-General at UN Headquarters, and a private lunch event. The President's motorcade is detailed, with specific cars assigned to each individual.
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_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.