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Investment Fund Structure Primer Part 1
 
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http://www.transcapitalpro.com Investment Funds are used by deal sponsors to pool capital from investors. Get an introduction to how Investment Funds are structured.
Views: 6035 transcapitalpro
Alternative Investments Summit India 2017- Perspectives on Structuring Investment Funds
 
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Nishith Desai - Managing Partner, Nishith Desai Associates Richie Sancheti - Head, Investment Funds Practice, Nishith Desai Associates Rajesh Simhan- Partner & Head, Internatiional Practice, Nishith Desai Associates
Hedge funds, venture capital, and private equity | Finance & Capital Markets | Khan Academy
 
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Similarities in compensation structure for hedge funds, venture capital firms, and private equity investors. Created by Sal Khan. Watch the next lesson: https://www.khanacademy.org/economics-finance-domain/core-finance/investment-vehicles-tutorial/hedge-funds/v/hedge-fund-strategies-long-short-1?utm_source=YT&utm_medium=Desc&utm_campaign=financeandcapitalmarkets Missed the previous lesson? Watch here: https://www.khanacademy.org/economics-finance-domain/core-finance/investment-vehicles-tutorial/hedge-funds/v/are-hedge-funds-bad?utm_source=YT&utm_medium=Desc&utm_campaign=financeandcapitalmarkets Finance and capital markets on Khan Academy: Hedge funds have absolutely nothing to do with shrubbery. Their name comes from the fact that early hedge funds (and some current ones) tried to "hedge" their exposure to the market (so they could, in theory, do well in an "up" or "down" market as long as they were good at picking the good companies). Today, hedge funds represent a huge class investment funds. They are far less regulated than, say, mutual funds. In exchange for this, they aren't allowed to market or take investments from "unsophisticated" investors. Some use their flexibility to mitigate risk, other use it to amplify it. About Khan Academy: Khan Academy offers practice exercises, instructional videos, and a personalized learning dashboard that empower learners to study at their own pace in and outside of the classroom. We tackle math, science, computer programming, history, art history, economics, and more. Our math missions guide learners from kindergarten to calculus using state-of-the-art, adaptive technology that identifies strengths and learning gaps. We've also partnered with institutions like NASA, The Museum of Modern Art, The California Academy of Sciences, and MIT to offer specialized content. For free. For everyone. Forever. #YouCanLearnAnything Subscribe to Khan Academy’s Finance and Capital Markets channel: https://www.youtube.com/channel/UCQ1Rt02HirUvBK2D2-ZO_2g?sub_confirmation=1 Subscribe to Khan Academy: https://www.youtube.com/subscription_center?add_user=khanacademy
Views: 140485 Khan Academy
Martin Milev - Private Equity Deal Structures [Entire Talk]
 
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(April 22, 2013) AUBG alumnus Martin Milev has been working as an investment professional for the last 3 years at Oriens Ltd, Danube Fund. In this video, Martin Milev gives a short lecture on private equity deal structures for Professor Miroslav Mateev's Company Valuation course. More about this talk on our website: http://www.aubg.edu/talks/martin-milev-private-equity-deal-structures Find us elsewhere on the web: WEBSITE: http://www.aubg.edu/talks FACEBOOK: http://www.facebook.com/AUBGTalks TWITTER: http://twitter.com/AUBGTalks GOOGLE+: http://plus.google.com/113278525844733479649/ Find out more about our awesome university (American University in Bulgaria): http://www.aubg.edu
Views: 37262 AUBGTalks
Hedge fund structure and fees | Finance & Capital Markets | Khan Academy
 
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Understanding how hedge funds are structured and how the managers get paid. Created by Sal Khan. Watch the next lesson: https://www.khanacademy.org/economics-finance-domain/core-finance/investment-vehicles-tutorial/hedge-funds/v/are-hedge-funds-bad?utm_source=YT&utm_medium=Desc&utm_campaign=financeandcapitalmarkets Missed the previous lesson? Watch here: https://www.khanacademy.org/economics-finance-domain/core-finance/investment-vehicles-tutorial/hedge-funds/v/hedge-funds-intro?utm_source=YT&utm_medium=Desc&utm_campaign=financeandcapitalmarkets Finance and capital markets on Khan Academy: Hedge funds have absolutely nothing to do with shrubbery. Their name comes from the fact that early hedge funds (and some current ones) tried to "hedge" their exposure to the market (so they could, in theory, do well in an "up" or "down" market as long as they were good at picking the good companies). Today, hedge funds represent a huge class investment funds. They are far less regulated than, say, mutual funds. In exchange for this, they aren't allowed to market or take investments from "unsophisticated" investors. Some use their flexibility to mitigate risk, other use it to amplify it. About Khan Academy: Khan Academy offers practice exercises, instructional videos, and a personalized learning dashboard that empower learners to study at their own pace in and outside of the classroom. We tackle math, science, computer programming, history, art history, economics, and more. Our math missions guide learners from kindergarten to calculus using state-of-the-art, adaptive technology that identifies strengths and learning gaps. We've also partnered with institutions like NASA, The Museum of Modern Art, The California Academy of Sciences, and MIT to offer specialized content. For free. For everyone. Forever. #YouCanLearnAnything Subscribe to Khan Academy’s Finance and Capital Markets channel: https://www.youtube.com/channel/UCQ1Rt02HirUvBK2D2-ZO_2g?sub_confirmation=1 Subscribe to Khan Academy: https://www.youtube.com/subscription_center?add_user=khanacademy
Views: 214488 Khan Academy
Investopedia Video: Private Equity Fundamentals
 
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Private equity refers to company ownership by a specialized investment firm. Typically, a private equity firm will establish a fund and use it to buy multiple businesses, with the goal of selling each one within a few years at a profit. Private equity firms will often target an underperforming business and, after purchasing the company, use their management expertise to improve profitability.
Views: 110983 Investopedia
Investment Fund Structure Primer - Part II
 
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http://www.transcapitalpro.com In this video we walk through structuring an investment fund and the concepts of carried interest, preferred return and the waterfall. You'll see the tremendous leverage available on the General Partner's capital.
Views: 9199 transcapitalpro
5. How do Private Equity Firms and its partners make money?
 
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How do Private Equity Firms and its partners make money? Who are these GPs that we discussed in our last video (Video #4)? They are the private equity firms. Some of the largest private equity firms in the world are Carlyle Group, TPG, KKR, Blackstone and Apollo. Private equity firms make money primarily through two sets of fees: management fees and performance fees. Management fees are a percentage of assets which are meant to cover office rent, employee salaries and other types of day-to-day expenses. Traditionally,in private equity, these fees have been 2% of assets. As private equity firms have grown (and continue to grow) larger, management fees for the mega funds decreased below 2%. In venture capital, the smaller funds might have management fees higher than 2%. The second type of fee is a performance fee, also known as carried interest or “the carry”. This fee is used to compensate the GP for its performance. Occasionally, there is a hurdle rate which guarantees the investor be paid a fixed amount before the GP can get any part of the fee (the performance fee is typically 20% of the upside). Let’s look at an example where we have a performance of 20%, a hurdle rate of 8% and a GP catch up clause. The first 8% of performance will go to the LP; the next 2% will go to the GP. The remainder of the returns will be divided 80% to the LP and 20% to the GP. With a 2% management fee and a 20% performance fee, the private equity fund is said it to be charging “two and twenty”. In addition to management and performance fees, we also have other various small fees such as transaction and/or monitoring fees. Through all these fees, the founders of these top private equity firms have made quite a lot of money. In fact, many private equity founders are billionaires that have done some great things with their money. Among his many donations, Steve Schwartzman from Blackstone has given $150 million to Yale University as well as $100 million to the New York public library to fund renovation and expansion. In addition to many other projects, Henry Kravis from KKR has given $125 million dollars to the Columbia Business School and a $100 to the Memorial Sloan Kettering Cancer Centre to fund cancer treatment and research. And, finally there’s David Rubenstein from The Carlyle Group. Rubenstein signed the Giving Pledge that was originated by Bill Gates and Warren Buffett encouraging wealthy individuals to give away half of their earnings, either during their lifetime or through their will. With a net worth of almost $3 billion, David Rubenstein is going to be doing a lot of giving!
Views: 28028 Steve Balaban
What is OFFSHORE FUND? What does OFFSHORE FUND mean? OFFSHORE FUND meaning & explanation
 
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What is OFFSHORE FUND? What does OFFSHORE FUND mean? OFFSHORE FUND meaning - OFFSHORE FUND definition - OFFSHORE FUND explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. An offshore fund is a term which generally refers to a collective investment scheme domiciled in an offshore jurisdiction. Like the term "offshore company", the term is more descriptive than definitive, and both the words 'offshore' and 'fund' may be construed differently. The reference to offshore, in the classic case, usually means a traditional offshore jurisdiction such as the Cayman Islands, Jersey or the British Virgin Islands. However, the term is also frequently used to include other corporate domiciles popular for cross border investment structuring, such as Delaware and Luxembourg. In the widest sense, offshore is sometimes used to include any type of cross border collective investment scheme, and popular fund domiciles such as Ireland may be included within the definition of offshore, notwithstanding their substantial size as a country. Similarly, although the reference to fund can be taken to include any sort of collective investment, within offshore jurisdictions themselves, the term offshore fund is often limited to purely open-ended investment funds (i.e. a fund where the investor can redeem his investment during the life of the fund) where the investment is by way of equity (rather than by debt). This is often because closed-ended investment funds (where the investor cannot redeem out), and funds where the investment is structured by way of debt, are not normally subject to the usual regulatory requirements for investments funds, and so are not treated as funds in the stricter sense of that word. Although the term is often used as a simply descriptive one, many onshore countries have specific definitions in their legislation or their tax codes for when an investment is treated as an offshore fund. For example, in the United Kingdom see the Offshore Funds (Tax) Regulations 2009, and in the United States see section 871 of the Internal Revenue Code of 1986. Most developed offshore jurisdictions provide a broadly similar regulatory regime in relation to funds formed in their country. Typically, the regulatory regime will take a two tier approach, making a distinction between funds which are offered generally to members of the public (which will require a high degree of regulation because of the nature of potential investors), and non-public funds. Non-public funds are usually either categorised as private funds or professional funds or some equivalent label. Typically, investors in non-public funds can be assumed to be sophisticated because of the nature of the offering – there may, for example, be a high minimum initial investment, say US$100,000, and/or a requirement that investors establish that they are "professional investors" (although some offshore jurisdictions allow investors to self-certify this). Alternatively the fund may be designed for a small and select group of investors and the constitutional documents will limit the number of investors, say to no more than 50. Although most offshore jurisdictions permit funds to obtain licences to operate as public funds, the onerous regulatory requirements associated with such licences usually means that only a small minority of offshore funds are available for subscription by the general public. Most offshore domiciling of funds tends to be regulatory driven rather than tax driven. The relative absence of regulation relating to leveraging and investment strategies in offshore jurisdictions encourages higher risk funds, such as hedge funds, to form themselves in those jurisdictions. Typically the offshore jurisdiction in which a fund is incorporated will not impose any direct taxation on the income of the fund. Nor will it impose any withholding or similar income taxes on distributions by the fund to its investors. However, this does not normally operate to exempt the fund from taxes which may arise as a result of its investment activities in other countries. So, for example, if a fund former in the Cayman Islands realises a capital gain on trade in New York, it will still normally be liable to U.S. capital gains tax in the usual way. Similarly, if a person domiciled in the United Kingdom invests in a Guernsey fund, they will still be liable to taxation of income and capital gains received under British tax laws (subject to the rules on remittance of foreign earned income), notwithstanding the absence of any taxation imposed in Guernsey.
Views: 2161 The Audiopedia
What is a Structured Product?
 
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Much maligned structured products are back on the investor's radar as we seek post-retirement solutions that pay a sustainable income. But should they be avoided? Morningstar Guest: Rosie Bullard, Portfolio Manager for james Hambro & Partners http://www.morningstar.co.uk -~-~~-~~~-~~-~- Please watch: "Should You Be Worried About the Economy?" https://www.youtube.com/watch?v=WUzqTPeI9IM -~-~~-~~~-~~-~-
Views: 13282 Morningstar UK
Waterfall Returns Distribution in an LBO Model
 
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What is a "Waterfall Returns" Schedule? CONCEPT: In a leveraged buyout or any deal where an investment firm acquires another company, they'll often own close to 100% of it... By http://breakingintowallstreet.com/ "Financial Modeling Training And Career Resources For Aspiring Investment Bankers" Table of Contents: 1:04: Example of Management Promotes / Waterfall Returns 3:29: Rationale for Management Promotes and Giving Away Ownership 4:25: Step-by-Step Modeling Process for Waterfall Returns 6:35: Excel Setup 7:12: Level 1 IRR Calculations 10:05: Level 2 IRR Calculations 12:38: Level 3 IRR Calculations 13:55: Level 4 IRR Calculations 14:23: How the Waterfall Distribution Affects IRRs to Everyone 17:35: Recap and Summary What is a "Waterfall Returns" Schedule? CONCEPT: In a leveraged buyout or any deal where an investment firm acquires another company, they'll often own close to 100% of it... But sometimes management will retain a small portion, or another investor group might retain a certain portion. Sometimes it ends there - but sometimes, that smaller group gets ADDITIONAL ownership and a higher stake upon exit if the investment performs well. This is called a "management promote" (if it's the management team that receives this as an incentive). EXAMPLE: A new leveraged buyout takes place, and the PE firm structures the deal to heavily incentivize the management team: For an IRR up to 10%, PE firm gets 95% and management team gets 5% of the proceeds. Then, for the portion of the IRR between 10% and 15%, the PE firm gets 90% and the management team gets 10%. For the portion of IRR between 15% and 20%, the PE firm gets 85% and the management team gets 15%. Then for the IRR above 20%, the PE firm gets 80% and the management team gets 20%. A PE firm might do this to create a "win win" scenario - yes, it loses some of its IRR by giving up a % to the management team... but if all goes well, the team should outperform and help the PE firm achieve a higher overall IRR. How Do You Model This Scenario? 1) Make assumptions for the initial investment and proceeds upon exit, plus the ownership percentages. 2) Make assumptions for how the proceeds split changes at different IRR levels. 3) For each "tier" of IRR, take the initial investment and calculate the amount of net proceeds upon exit that would correspond to that IRR. Example: $1,000 initial investment, and 10% IRR tier - multiply by (1 + 10%), then multiply that number by (1 + 10%), and so on until the exit year. 4) Determine the split of proceeds within that tier. If the actual proceeds are $1,500, for example, and $1,611 would correspond to a 10% IRR, you're done - just split the $1,500 between the PE firm and management team in a 95% / 5% split. But if it goes beyond that $1,611, you just split up the $1,611 according to those numbers and then save the rest for the next tier. 5) Determine the proceeds to distribute in the next tiers. For $3,000, for example, you'd distribute $1,611 and save ($3,000 - $1,611) for the next tiers. If you're at the 10% level and you get something below $1,611, you'd set the "proceeds for the next tiers" number to $0 (use a MAX function for this). 6) Keep doing this for each tier of IRRs until the end. The formulas get trickier as you move up because you need to use MIN and MAX to ensure that you don't get negative or nonsensical values. In Level 2, for example, the "Amount to Distribute and Split" is: =MIN(Net Proceeds That Correspond to 15% IRR in Year 5 minus Net Proceeds That Correspond to 10% IRR in Year 5, MAX(Total Net Proceeds minus Net Proceeds That Correspond to 10% IRR in Year 5, 0)) So you're taking the lesser of the proceeds between 10% and 15% IRRs, or the total remaining amount that can be distributed AFTER the Level 1 distributions. And that same type of logic continues as you move down, until the last tier. RESOURCES: http://youtube-breakingintowallstreet-com.s3.amazonaws.com/109-03-Simplified-Waterfall-Distribution-Before.xlsx http://youtube-breakingintowallstreet-com.s3.amazonaws.com/109-03-Simplified-Waterfall-Distribution-After.xlsx
[VC Unlocked] Webinar: Starting a Fund
 
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During this recorded webinar, Bedy Yang of 500 Startups and Pocket Sun of SoGal Ventures cover the ins and outs of starting a new VC fund. Pocket shares her experience starting the first female-led millennial venture capital fund investing in diverse entrepreneurs in the U.S. and Asia. You'll learn more about: -Setting up and structuring a fund -How do you raise capital? How do you close LPs? -Finding the right team and making sure everyone is aligned -How do you find deal flow? Interested in 500 Startups' investor education programs? Check out our upcoming programs -- https://education.500.co/
Views: 692 500 Startups
Martin Milev: 'Waterfall' Private Equity Structure for Exit
 
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(April 22, 2013) Martin Milev, Associate at Oriens Ltd, Danube Fund, talks about the 'waterfall' deal structure for exits in private equity deals. This lecture was organized for Professor Miroslav Mateev's Company Valuation class. Watch the entire talk: https://www.youtube.com/watch?v=5DmNgbaAShs More about this talk on our website: http://www.aubg.edu/talks/martin-milev-private-equity-deal-structures Find us elsewhere on the web: WEBSITE: http://www.aubg.edu/talks FACEBOOK: http://www.facebook.com/AUBGTalks TWITTER: http://twitter.com/AUBGTalks GOOGLE+: http://plus.google.com/113278525844733479649/ Find out more about our awesome university (American University in Bulgaria): http://www.aubg.edu
Views: 11709 AUBGTalks
6. How do Private Equity Firms find deals?
 
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How do private equity firms find deals? The question should be: “How do private equity firms find good deals”. I run a private equity firm, and I get calls all the time from investment bankers and brokers, saying, “Steve, we have the perfect deal for you!” and they try to convince me (on the phone) that this deal is just for me. But, I know that the second they hang up the phone with me, they’re calling Bill, they’re calling Jeff, and they’re calling Susan with the exact same deal. These are not good deals; these are just……deals. Private equity firms need to find good deals through proprietary deal flow. Proprietary deal flow is obtained (for the most part) through connections. Private equity firms need to get to know lawyers and accountants who could know when their clients are about to sell, allowing them to tell the firms in advance. Private equity firms need to make a lot of connections in an industry, so that when the executives/owners of those companies want to sell, they tell the private equity firm before they market the deal to other companies. Private equity firms should also make connections with other private equity firms. If a private equity firm has a deal, and it doesn’t have the capital to do the entire deal themselves, the firm might call on another private equity firm to be part of a syndicate. To get deals you need to get out there - get out of that office. Finally, you need to market your private equity firm really well. If you market effectively,entrepreneurs will know to come to you. In summary, if you’re a private equity firm, you need to find good deals. Stop taking calls from those bankers, stop taking calls from those brokers, get out of your office and get proprietary deal flow. In 2014, the yogurt company Chobani needed $750 million. Before the market found out, Chobani was already in talks with TPG. Why? The co-founder of TPG, David Bonderman, knew a prominent businessman in Turkey, Cuneyd Zapsu, who in turn knew the CEO of Chobani, Hamdi Ulukaya. Remember, proprietary deal flow is all about working the connections you have. After all, this $750 million deal happened because a guy knew a guy who knew a guy.
Views: 16837 Steve Balaban
How Private Equity Avoids Tax
 
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Financial News explains some of the main tactics used by experts in the private equity industry to minimise tax bills. Subscribe to the WSJ channel here: http://bit.ly/14Q81Xy More from the Wall Street Journal: Visit WSJ.com: http://www.wsj.com Follow WSJ on Facebook: http://www.facebook.com/wsjvideo Follow WSJ on Google+: https://plus.google.com/+wsj/posts Follow WSJ on Twitter: https://twitter.com/WSJvideo Follow WSJ on Instagram: http://instagram.com/wsj Follow WSJ on Pinterest: http://www.pinterest.com/wsj/ Don’t miss a WSJ video, subscribe here: http://bit.ly/14Q81Xy More from the Wall Street Journal: Visit WSJ.com: http://www.wsj.com Visit the WSJ Video Center: https://wsj.com/video On Facebook: https://www.facebook.com/pg/wsj/videos/ On Twitter: https://twitter.com/WSJ On Snapchat: https://on.wsj.com/2ratjSM
Views: 127672 Wall Street Journal
Private equity explained
 
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Private equity funds are groups of investors that flip companies for a profit. It's the technique they use that makes them special, as senior producer Paddy Hirsch explains. Follow Paddy Hirsch on Twitter: @paddyhirsch More Whiteboard: marketplace.org/whiteboard
Views: 142153 Marketplace APM
The Waterfall 03: Preferred Equity
 
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The top of the capital stack… Preferred Equity
Understanding multi-asset funds
 
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Our range of multi-asset funds offer you a choice of funds from three world class, multi award winning fund managers across three risk levels. Learn more about Multi-Asset Funds in our short video. For more information - http://www.aviva.ie/lifeandpensions/savings-investments/investment-options/managed-for-you/
Views: 430 Aviva Ireland
Wealth Manager: Investing in Alternative Investment Funds
 
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Alternative investments funds or AIFs is a relatively new investment avenue in India, but one that has been gaining a lot of traction recently. Infact, investments in AIFs have doubled in the past year. We talk about Alternative Investment Funds and their new offering – the Ambit alpha fund – with Andrew Holland, CEO, Ambit Investment Advisors. www.btvin.com
Views: 1543 Bloomberg TV India
Hedge Funds Nuts & Bolts: Direct Lending Fund Structures
 
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Investors continue to focus on income-generating investment strategies, including U.S. direct lending to small and middle market companies. This webinar discusses the various issues associated with organizing and structuring a private credit fund that will engage in a U.S. direct lending strategy. Our speakers also analyze the pros and cons of a private fund structure vs. a ’40 Act registered closed-end fund or business development company.
Views: 524 Dechert LLP
Private Equity, Venture Capital and Infrastructure Funds
 
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Private Equity, Venture Capital and Infrastructure Funds Professor: Gunter Fischer, Ph.D., MBL This course provides an overview of Private Equity (PE), Venture Capital (VC) and Infrastructure investments and funds. The course covers the actors of PE, their approach to structuring, managing and exiting investments. It focuses on types of investments targeted as well as investment structures, vehicles, set-ups and incentive mechanisms used by PE actors and shows how PE and infra funds raise, deploy and harvest capital and which tools they use. This course aims to provide an understanding of the players and methods in PE and infrastructure as alternative asset classes. The course is conceived as general introductory course into PE, it targets:  Financial sector professionals in Luxembourg wanting to get a general overview of PE.  SHU students that are interested in PE and would like to get an introduction on the subject. SEMINAR LEARNING OBJECTIVES  Enable students to have a basic understanding of Private Equity (PE), Venture Capital (VC) and Infrastructure investments and funds.  Emphasis will be placed on the actors in PE and their motivation/incentivisation, strategies and structures employed to execute PE investments and the performance measurement of PE investments.  Aim is to provide an understanding of the players and methods in PE and infrastructure as alternative asset classes. Gunter Fischer is Senior Investment Officer with the European Investment Bank focusing on GEEREF, the Global Renewable Energy and Energy Efficiency Fund. In this context he is responsible for the sourcing, origination, assessment, negotiation and monitoring of renewable energy and energy efficiency investments in emerging markets and developing countries. He has more than 15 years of fund experience including from managing the European Investment Fund’s (EIF) first external mandate Fund of Funds to targeting venture capital and private equity investments in Germany. In this context he gained in depth knowledge of the due diligence and structuring of fund investments. Prior to EIF, Dr Fischer was with the corporate finance practice of Arthur D. Little in Berlin. There he provided corporate finance advisory to a number of industries. Dr Fischer holds degrees in business administration and law from Reims Management School and the University of St. Gallen and a PhD in finance from the European University in Frankfurt, Germany.
3 Ways to Structure Private Money Deals for Real Estate - How get Private Lenders to Chase You!
 
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FREE SOFTWARE at: http://www.RehabValuator.com This video shows you 3 different ways to structure and present private money deals with your private lending partners. If you want to learn how to structure deals to make private lenders come back time after time to fund your real estate deals, then watch this tutorial. The software used in the demonstration is called Rehab Valuator and you can get a free version by going to http://RehabValuator.com This video should be watched by anyone looking for more money for their real estate deals, whether they are currently wholesaling houses, rehabbing and flipping houses, or buying and holding rental property. The principles described here apply to almost any kind of real estate deal!
Views: 113349 RehabValuator
Hedge Fund Structure and Fees
 
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Make your investments online http://store.ecmcap.com
What Is A Private Placement?
 
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A private placement is the sale of securities to a small group of select investors as a way of raising capital while avoiding key disclosure requirements. The target investor audience for private placement deals are accredited investors who earn at least $200,000 annually or whose net worth exceeds $1 million and institutional buyers like large banks, mutual funds, insurance companies, and pension funds. Both public and private companies can either sell equity shares or bonds through the private placement while taking advantage of some key benefits; - The company does not have to pay high underwriting fees - The business is dealing with sophisticated investors that can help structure a more complex deal - The company does not have to disclose as much about its business to the SEC compared to an IPO - For privately placed bonds, no credit rating is required thus saving the company time and money There are many questions that will be answered in this video; - What are private placements? - How can public companies use private placements? - How can private companies use private placements? - What advantages do investors receive when investing in private placements? - What is Rule 144A? - What are the filing and holding requirements for privately placed securities in Canada & US? If you have any other questions, please comment below. If you enjoyed the video and found it helpful, please like and subscribe to FinanceKid for more videos soon! For those who may be interested in finance and investing, I suggest you check out my Seeking Alpha profile where I write about the market and different investment opportunities. I conduct a full analysis on companies and countries while also commenting on relevant news stories. http://seekingalpha.com/author/robert-bezede/articles#regular_articles
Views: 5617 FinanceKid
Amicorp Group Fund Administration Services
 
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www.amicorp-funds.com Amicorp Fund Services is a premier fund services provider offering comprehensive Fund Administration Services, Corporate Management Services, Fund Set-Up & Fund Structuring Services for traditional and alternative investment funds. We distinguish ourselves by ensuring the highest level of accuracy of our end product, and by committing to a punctual delivery of our services. Our core business includes NAV calculation, investor services, fund structuring and corporate management. This complete package of support services allows our clients to focus on their core competences of investment management and capital-raising. We achieve these goals by focusing on the following factors: Fully automated fund administration services, based on state of the art, globally recognized technology, which integrates NAV calculation, investor administration, general ledger and KYC/AML features. Establish automatic feeds of financial data whenever possible, whether it concerns broker information or market data. Before the reporting package is final, it is carefully reviewed by a team of highly experienced fund administrators. Allow for a certain level of redundancy in the workforce, often rotating staff between clients, in order to absorb workload peaks. Amicorp Fund Services is an integral part of the Amicorp Group, a worldwide services group established in 1992, with over 600 employees in 28 countries and 40 plus offices globally. Amicorp Fund Services is recognized as a fund administrator in Curaçao, Cayman Islands, British Virgin Islands, Bahamas, Barbados, Luxembourg, Malta, India, Singapore, Mauritius and Hong Kong.
Views: 1221 Amicorp Group
Building a Micro VC Fund and Structuring a Venture Scale Syndicate Fund
 
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Jonathan Hakakian joined SoundBoard Consulting Group, LLC in 2010 to focus on early-stage growth companies after several years working in a startup. In 2012 he co-founded SoundBoard Angel Fund in order to build a community of experienced entrepreneurs outside of NYC to formally invest in early-stage companies. He also continues to coach "new" entrepreneurs as they build out their businessses. Listen and Learn: - The challenges of building a first fund - How Soundboard Angel Fund collaborates with investors via SPVs - Why it is hard to raise a 2nd fund - The effect of exits on fundraising - How Jonathan thinks about startup ecosystems - Why buzzwords a bad for business - The Series LLC approach to angel investing - How to bootstrap a venture fund *** http://thesyndicate.vc *** Accredited angel investors can join our syndicate: *** http://thesyndicate.vc/join *** Prefer podcasts? Subscribe to get it all, free, delivered to your phone: iTunes: *** http://thesyndicate.vc/itunes *** Android: *** http://thesyndicate.vc/android ***
A look at Private Equity Investments in the Indian Market
 
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Financial Opportunities Forum (February 2018): Mr. Rajeev Thakkar, takes a look at how Private Equity businesses have shaped the business & investment climate in the Indian context. Private Equity investors have been involved in the Indian capital markets for a while now. They not only affect operational performance at many of their invested companies but also affect the market valuations by providing growth capital at the right time for businesses to scale. Presentation can be downloaded here: https://amc.ppfas.com/pdf-docs/fof/a-look-at-private-equity-investments-in-the-indian-market.pdf Disclaimer: Viewers should assume that PPFAS's Clients, PPFAS, its Directors, Employees have investments in the stocks and Mutual funds which are spoken about (long investment positions). We do not short stocks or indices. We do not speculate in Futures and Options.
Views: 5379 PPFAS Mutual Fund
Turkish Investment Fund
 
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Is a leading property investment manager, with more than £95 million of direct and indirect property investments under management through separate accounts and collective funds. Both Individuals and Institutions are seeking to increase their allocation to Turkish property. Here at TIF, we are answering this demand through a wide and continuously expanding range of innovative funds that meet investors’ requirements in terms of risk-adjusted returns, along with legal and financial structuring. We have a strong team, all with commercial acumen that combines with local market knowledge with world-class research thru our subsidiary
Views: 23 Ttt Webmaster
Link'n Learn - Private Equity, Property Funds & Real Estate
 
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Link'n Learn | Interactive access to Deloitte knowledge Led by Deloitte’s leading industry experts, Link’n Learn is series of webinars conducted over the course of the year, specifically designed to keep you up-to-date with today’s critical trends and the latest regulations impacting your business. The "Private Equity, Property Funds & Real Estate" webinar agenda: 1/ Numbers and Trends 2/ Strategies: - Core - Core Plus - Value Added - Opportunistic - Distressed 3/ Structures: - Segregated Mandate - Close-end - Open-end - REIT Speakers - Matt Foley, Director, Audit, Ireland - Francesco Piantoni, Director Strategy, Regulatory and Corporate Finance, Luxembourg - David McCaffrey, Senior Manager, Audit, Ireland The 2015 Link’n Learn programme: http://www2.deloitte.com/content/dam/Deloitte/lu/Documents/financial-services/IM/lu-linknlearn-programme-2015.pdf Find the previous webinars here: http://www2.deloitte.com/lu/en/pages/financial-services/solutions/link-n-learn-interactive-access-to-deloitte-knowledge.html
Views: 2973 Deloitte Luxembourg
Hedge Funds Nuts & Bolts: The Sun Never Sets on ERISA
 
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U.S. pension plans continue to play a growing part of the global marketplace for investment capital. As a result, the statute that comprehensively governs private U.S. employee benefit plans, known as ERISA, plays an ever-growing part in the structuring, establishment and marketing of hedge funds and other investment funds. At one time, fund sponsors seemed almost willing to walk away from ERISA investment, due to the complexity of the applicable legal rules. Then, as time went on, and as U.S. pension money grew and the trend towards collective investment accelerated, funds seemed more willing to accept ERISA investment, but limited in amount so that the fiduciary rules of ERISA would not apply to the funds themselves. Now, greater and greater numbers of managers are ultimately willing, where possible, to accept unlimited ERISA investment even if it means that the manager would be subject to the full panoply of ERISA regulation.
Views: 191 Dechert LLP
Difference between Debt and Equity
 
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Install our android app CARAJACLASSES to view lectures direct in your mobile - https://bit.ly/2S1oPM6 Join my Whatsapp Broadcast / Group to receive daily lectures on similar topics through this Whatsapp direct link https://wa.me/917736022001 by simply messaging YOUTUBE LECTURES Did you liked this video lecture? Then please check out the complete course related to this lecture, FINANCIAL MANAGEMENT – A COMPLETE STUDYwith 500+ Lectures, 71+ hours content available at discounted price(10% off) with life time validity and certificate of completion. Enrollment Link For Students Outside India: https://bit.ly/2PmYtDf Enrollment Link For Students From India: https://www.instamojo.com/caraja/financial-management-a-complete-study-online/?discount=inyfmacs2 Our website link : https://www.carajaclasses.com Indepth Analysis through 300+ lectures and case studies for CA / CFA / CPA / CMA / MBA Finance Exams and Professionals ------------------------------------------------------------------------------------------------------------------------ Welcome to one of the comprehensive ever course on Financial Management – relevant for any one aspiring to understand Financial Management and useful for students pursing courses like CA / CMA / CS / CFA / CPA, etc. A Course with close to 300 lectures explaining each and every concept in Financial Management followed by Solved Case Studies (Video), Conversational Style Articles explaining the concepts, Hand outs for download, Quizzes and what not?? ------------------------------------------------------------------------------------------------------------------------ This course is about Financial Management. By taking up this course, you will have opportunity to learn the all facets of Financial Management. Knowledge on Financial Management is important for every Entrepreneur and Finance Managers. Ignorance in Financial Management can be disastrous because it would invite serious trouble for the very functioning of the organisation. This is a comprehensive course, covering each and every topic in detail. In this course,you will learn the Financial Management basic concepts, theories, and techniques which deals with conceptual frame work. Following topics will be covered in this course a) Introduction to Financial Management (covering role of CFO, difference between Financial Management, Accounting and other disciplines) b) Time Value of Money c) Financial Analysis through Ratios (covering ratios for performance evaluation and financial health, application of ratio analysis in decision making). d) Financial Analysis through Cash Flow Statement e) Financial Analysis through Fund Flow Statement f) Cost of Capital of Business (Weighted Average Cost of Capital and Marginal Cost of Capital) g) Capital Structuring Decisions (Capital Structuring Patterns, Designing optimum capital structure, Capital Structure Theories). h) Leverage Analysis (Operating Leverage, Financial Leverage and Combined Leverage) I) Various Sources of Finance j) Capital Budgeting Decisions (Payback, ARR, MPV, IRR, MIRR) k) Working Capital Management (Working Capital Cycle, Cash Cost, Budgetary Control, Inventory Management, Receivables Management, Payables Management, Treasury Management) This course is structured in self learning style. It will have good number of video lectures covering all the above topics discussed. Simple English used for presentation. Take this course to understand Financial Management comprehensively. Mandatory Disclosure regarding course contents: This course is basically a bundle of following courses: a) Time Value of Money b) Cash Flow Statement Analysis c) Fund Flow Statement Analysis d) Finance Management Ratio Analysis e) Learn how to find cost of funds f) Learn Capital Structuring g) Learn NPV and IRR Techniques h) Working Capital Management. If you are purchasing this course, make sure you don't purchase the above courses. Also note, this course is also bundled in comprehensive course named Accounting, Finance and Banking - A Comprehensive Study. So if you are purchasing above course, make sure you don't purchase this course. • Category: Business What's in the Course? 1. Over 346 lectures and 48 hours of content! 2. Understand Basics of Financial Management 3. Understand Importance of Time Value of Money 4. Understand Financial Ratio Analysis 5. Understand Cash Flow Analysis 6. Understand Fund Flow Analysis 7. Understand Cost of Capital 8. Understand Capital Structuring 9. Understand Capital Budgeting Process 10. Understand Working Capital Management 11. Understand Various sources of Finance Course Requirements: 1. Students can approach with fresh mind Who Should Attend? 1. Any one who wants to learn Financial Management comprehensively 2. MBA (Finance) students 3. CA / CMA / CS / CFA / CPA / CIMA
Views: 104012 CARAJACLASSES
DMS Insights: Alternative Investment Fund Managers Directive
 
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DMS Managing Director Derek Delaney, Director Conor MacGuinness and Risk Director Jason Poonoosamy discuss AIFMD.
Views: 1643 DMS Governance
Learn to trade - 8. Funds | Swissquote
 
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In this video we would like to introduce you to funds and ETFs that can be traded via Swissquote. When buying a fund unit, a share in the special fund of an investment company is acquired. This company is made up of fund managers who manage the assets, while structuring the fund accordingly. Funds can invest in equities, bonds, real estate, commodities, and money-market investments. Since multiple investors invest in a fund, the fund manager has at his disposal a lot more capital that he can optimally diversify across different markets and industries. When purchasing the fund units, a one-off front-end load is charged as a fee. In addition, an annual management fee and administrative charge will have to be paid. Besides the classic actively managed funds, there is the more recent type of investment known as exchange traded fund, or ETF for short. This passively managed and exchange-tradeable fund allows investors to buy a whole basket of securities (i.e. shares, sectors or regions). Since the ETFs accurately track an index whose composition is published on a daily basis, investors will find it easy to understand pricing. ETFs are traded like ordinary shares: they can be bought and sold at any time and also allow limit and stop orders to be placed. In addition, they allow long and short positions, the use of leverage and a high transaction speed. _____ Did you like this video ? Subscribe to Swissquote on YouTube : http://bit.ly/SwssquoteBank We keep things moving. Discover our brand, our people and philosophy: https://swissquote.com Connect with us on: Facebook: http://fal.cn/SQfacebook Twitter: http://fal.cn/SQtwitter LinkedIn: http://fal.cn/SQlinkedin
Views: 33 Swissquote
The Art of Raising Capital for Real Estate with Darren Weeks
 
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The Art of Raising Capital for Real Estate with Darren Weeks There are many people who would invest in real estate if they only had the capital. Simultaneously, there are many people who have an excess of funds and would love to receive the high returns of real estate, but simply don’t want to do the heavy lifting. Darren Weeks has spent the last thirty years bridging that gap. He is the CEO of the Fast Track group, and one of Robert Kiyosaki’s Rich Dad advisors. Darren is an expert on raising capital, and has successfully put together nearly $500 million in deals in less than five years. In this video, Darren is sharing his best tips about raising capital for real estate. You’ll learn about how to put together a deal, and how to match an investor with a property. We’ll talk about how to gain experience in real estate, and how to build trust with private money lenders. If you’ve ever wondered about raising capital for real estate, Darren is an incredible resource! This video will help you elevate your real estate game, increase your knowledge, and grow your portfolio. Rich Dad Poor Dad by Robert Kiyosaki: https://goo.gl/y6iQUU The Art of Raising Capital by Darren Weeks: https://goo.gl/sbVj6N How to Get Private Financing for Real Estate: https://goo.gl/xnnmNN Black Rifle Coffee Company: https://goo.gl/qjNvwb More about Darren Weeks: https://goo.gl/w1zLFJ Show notes page coming soon at morrisinvest.com/podcast BOOK A CALL WITH OUR TEAM TODAY AT MORRIS INVEST: https://goo.gl/EbDRWj VIDEOS ABOUT GETTING STARTED IN REAL ESTATE https://www.youtube.com/playlist?list=PLZdhTWJ6Yawp1LPllyyeQho_ouMhrbOy6 VIDEOS ABOUT REAL ESTATE NEWS https://www.youtube.com/playlist?list=PLZdhTWJ6Yawp7aUQgMPmAanHSYgP-UI0i SUBSCRIBE AND JOIN OUR AWESOME COMMUNITY: https://www.youtube.com/c/MorrisInvest SUBSCRIBE TO THE iTUNES PODCAST: iTunes: https://goo.gl/tSfSM8 FOLLOW ME ON SOCIAL MEDIA: Twitter: http://www.twitter.com/claytonmorris Facebook: https://www.facebook.com/MorrisInvest Instagram: https://www.instagram.com/claytonmorris
Views: 17511 Morris Invest
ILAB 08 - Peer to Peer Lending Strategies & Structuring Atypical Investments
 
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Mario has been Sam’s personal CPA since 2013 and has him structured dozens of atypical investments. Having filed thousands of tax returns in his careers and created and reviewed countless financial models, Mario has unique insight to the investing world. Sam and Mario discuss P-2-P investment strategies, gambles in property investing, the importance of cash flow historically and in modern times, and structuring new investments in the portfolio. Full Show Notes - http://investlikeaboss.com/ilab-08-peer-to-peer-lending-strategies-structuring-atypical-investments/ Relevant links for guest:13007196_10103248382557201_8194443035203479108_n Mario’s firm – http://greenhausriordan.com/ Linkedin – https://www.linkedin.com/in/mario-v-lucibello-cpa-38258415 Where are we: Mario – Connecticut, USA Sam – Singapore What we are drinking: Sam: Penfold’s Magill Estate Shiraz 2013 (9pm ICT) Mario: WL Welling Bourbon (9am EST) Recommended (books, subscriptions): Book: Demographic Cliff by Harry DentPeer Street Dashboard Discussed (relevant links): PeerStreet Lending Club Vanguard Betterment Wealthfront Empire Flippers Glints SmartMat SC Storage MapleTree Time Stamp – Topic 05:30 – Setting up investments structure 06:30 – Automated reporting vs. manual reporting investments 09:00 – Tracking investments over multiple years 12:00 – PeerStreet – investment opportunity 12:30 – Lending Club & P-2-P lending strategies 15:55 – New PeerStreet investment & discussion 20:20 – Liquidity in P-2-P lending 22:50 – Loan-To-Value ratios Screen Shot 2016-06-20 at 09.41.29 26:50 – Personally guaranteeing loans 30:30 – Mario’s investment insight from being a CPA 32:50 – Making money (or losing) in real estate gambles 34:00 – The importance of fixed income in property investing 39:00 – Investing in the S&P 500 42:00 – Demographics in investing 46:00 – Empire flippers – digital product investment fund 54:00 – Mario’s upcoming property investment 57:00 – Investing in property vs. REITs 58:00 – Why Mario is bullish on residential rental investments 1:03 – Sam’s new investment activity recap – Glints – Black Hops Brewing – SmartMat – SC Storage – MapleTree Reit’s 1:17:00 – Don’t forget your reporting! If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here! Copyright 2016. All rights reserved. Read our disclaimer here. ILAB 08 - Peer to Peer Lending Strategies & Structuring Atypical Investments
Views: 438 Invest Like a Boss
Investing in Pooled Funds
 
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For more information visit www.thecristobal.info
Views: 105 Carmi Cristobal
Private Money Deal Structure
 
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No up front cost private money loan structure 📬 Join my Mailing List for Insights and Updates to Grow Your Business http://bit.ly/LGREIList Questions for Me? http://bit.ly/AskAprilrei Let Me Know What You Want to Learn More About https://goo.gl/forms/9GRTUxR9JJ3epT8n1 🏡Get Your Real Estate Investing Career Rolling Cash Out RE-FI Investing 💸 https://youtu.be/hO1NafnEJVE Private Money Deal Structure https://youtu.be/IN4uG3VwBDM What Do YOU Do with 25k 💸 https://youtu.be/nXETn5pUeng Real Estate When You are Broke with Bad Credit https://youtu.be/rGYAPztUG4Q Deal or Dud 📝 https://youtu.be/JGjlndbvDsc 📱Check Me On Social!🔹🔹🔹 https://www.instagram.com/april_crossley/
Views: 10507 April Crossley
Webinar on Alternative Investment Fund Regulations - Implications for Ultra HNI Investors.
 
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A General Discussion on SEBI AIF Regulations 2012. Questions to be Answered:- » What happens to Existing VCF, Schemes, Unregistered funds & Funds which are have made an application to SEBI prior to date of the current regulations. » What are cat. 1, 2 & 3 alternative Investment funds. » What are the Investment Conditions to be followed by AIF. » What are the rules regarding the transparency valuation, conflict of interest, dispute resolution & obligations of the Investment Manager. » How is an alternative Investment fund to be set up & what are the fees to be paid & what are the various type of information to be submitted to SEBI while making application to SEBI for setting up an AIF.
Views: 1366 Arthveda Co
Real estate vs equity: Where is your money safe?
 
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Can real estate investments shelter your investment portfolio from the market storm? Does real estate make for a simpler investment instrument as compared to stock markets? These are the questions we are asking to our expert panel. Watch full video: http://www.ndtv.com/video/player/the-property-show/real-estate-vs-equity-where-is-your-money-safe/380601?yt Download the NDTV news app: https://play.google.com/store/apps/details?id=com.july.ndtv&utm_source=Youtube&utm_medium=embed&utm_campaign=Inhouse_App_Install
Views: 8213 NDTV
Deals Done: Fund Formation
 
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Ice Miller understands the challenges of fund formation. Our team can structure funds and their management companies to maximize tax efficiency, satisfy regulatory issues, and create flexible operations to meet your needs. We provide innovative solutions in structuring and bringing your fund to market. We have extensive experience with all types of private equity and venture capital funds, as well as fund of funds, with their formation, capitalization and management activities along with portfolio investment transactions in both private and public companies. We’re Ice Miller. We get deals done. Learn more at www.icemiller.com/deals-done-fund-formation/.
Views: 394 Ice Miller LLP
Piety Investments
 
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Australia first and largest corporate sharia compliant asset & fund manger. As a leading boutique, Piety Investments proudly specialises in structuring and managing Shariah compliant investment funds across both residential development and commercial real estate within Australia.
Views: 57 Piety Investments
Venture Capital and Private Equity
 
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Late Stage funding for startup companies comes from a specialized category of Venture Capital (VC) firms. Investment Bankers have evolved their services to pick up where the venture capital funding ends.
How Do I Structure a Great Real Estate Partnership? [#AskBP 038]
 
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http://www.biggerpockets.com/renewsblog/2015/06/10/askbp-038-structure-great-real-estate-partnership/ Partnerships are one of the most common ways to invest in real estate, but if you set up a partnership wrong at the beginning it could spell disaster down the road. On this episode of the #AskBP Podcast, Brandon shares his best tips for creating a great (and fair) real estate partnership! Stay tuned…
Views: 13723 BiggerPockets