Category Archives: Finance Leaders

Background Details on Freedom Checks

Freedom checks are new forms of investments that seek to reduce the impacts of taxations and equally ensure that investors receive most of their earnings. The investment concept was introduced by Matt Badiali; a geologist turned entrepreneur. During his geology career, he interacted with many individuals in oil and energy companies. The interactions provided an ideal platform to learn some investment concepts in energy stocks. Matt Badiali made a financial breakthrough after buying energy stocks in 2008 and reselling them in 2010. Despite the 2008 economic turmoil, he was of the view that the investments would offer huge returns. After selling the stocks, he made more than 4400% profit thus putting him on the global map.

The entrepreneur is of the idea that adopting a similar strategy would lead to financial success among other people. Freedom Checks takes advantages of the provisions of master limited partnerships that enjoy the benefits of a partnership and public company. MLPs are primarily restricted to energy and real estate companies. There were introduced with the intention of offering constant capital flow. MLPs provide the resources required to run the operations successfully. They can further be regarded as being a closely guarded secret. The levels of risks in MLPs are lower as compared to other investments. MLPs record slow but consistent growth which would lead to an increase in the price of the stocks. They also benefit from long-term contracts.

The Functioning of Freedom Checks

An investor can claim freedom checks from an investment broker or financial institutions. The process is similar to other investments. The method of claiming the gains is also easy. The consistent improvements in the operations of MLPs imply that the selling price of the units would exceed the buying price. Unlike other gains, MLPs gains are only taxed during the sale of the shares. MLPs are further required to distribute more than 90% of the total revenues to the investors. It implies that adopting the strategy recommended by Matt Badiali may lead to financial success. Nonetheless, the investor argues that not all corporations can offer a guarantee on the invested capitals. Through focusing on the available raw materials, he makes a recommendation on the idea MLPs.

Peter Briger Shines in His Career

Fortress Investment Group is an innovative private equity company that was established in 1998. For two decades now, the investment group has set the trend for several financial firms; with 2007 one being the most noticeable after it became public. It was the first large-scale alternative investment firm to go public. Additionally, Fortress Investment Group was the first to be bought after SoftBank acquired it. The success of this investment group can be attributed to its principals who are dedicated towards its success. Peter Briger is a principal of Fortress Investment Group and a co-chairman of its board of directors. He has been in the business and finance industry for a long time.

Peter attended the Princeton University where he graduated with his bachelor’s degree, and later the University of Pennsylvania for his masters of Business Administration at the Wharton School of Business. Peter joined Goldman, Sachs & Co. after his masters, where he worked for 15 years before being promoted to a partner in 1996. Briger sat in various committees during his tenure at the Goldman, Sachs & Co., such as the Japan Executive Committee and the Global Control and Compliance Committee. Peter Briger later left Goldman, Sachs to join the management committee at Fortress Investment Group. He was a member of the board of directors at Fortress Investment Group in 2006. Peter Briger then became the co-chairman and principal at the investment group three years later. He has an array of responsibilities at the company including overseeing and maintaining the credit and real estate business at the company.

The investment group has undervalued assets and credit investments as well as more than 300 individuals. Besides Peter’s career achievements, he has donated his money and time in various philanthropic causes. He has supported alma mater, Central Park Conservancy, Tipping Point, and Caliber Schools. Peter Briger is also a member of multiple boards including the Caliber Schools, which is a network free and non-selective charter schools in Richmond, California that serves children from low-income earning families. He also supports entrepreneurship at Princeton University where he helps the alumni to set up their businesses by offering funds. Learn More.

Wes Edens is both an entrepreneur and businessman

Wes Edens is one of the wealthiest people in America today. Many people know him because of his ability to run businesses and organizations to achieve success. The co-founder of a great company known as Fortress Investment has also served in other different roles. Apart from finance career, he owns teams like FlyQuest and Milwaukee Bucks. He attended school at the Oregon State University where he graduated with Bachelor’s degree in the field of Finance and Business.Straight from school, he began looking for a job to showcase his skills. He joined Lehman Brothers where he served as the managing director. He served the company for a six-year period where he acquired the knowledge and experience needed to manage businesses and invest his money correctly. He wanted to gain more skills, and this saw him work for another company called BlackRock Asset Investors and worked there for four years. He was also the managing director for the company.

After working with companies for years, he got the necessary skills to help him start his own company. He knew that he could know to manage a business without having to be employed. Wes Edens realized that by starting a company, he would make even more profits than being employed. That is how the idea of Fortress Investment Company came. He called other experts who had similar interests, and they came together to form a company that would later become one of the world’s leading investment company. With the skills, he had acquired from working with other companies and the effort of his partners the company achieved a lot of success. Fortress Investment company started from a humble beginning, but it has since grown to become a famous investment organization.

Wes Edens has continued to thrive in business even today and is one of the wealthiest people in the world having been listed in the 400 list by Forbes. He has also bought various assets making him even more successful in entrepreneurship. As the co-chairman of Fortress Company, he is tasked with helping the company to recover when it is falling in the stock market value.It was in 2014 when Wes Edens bought the Milwaukee Bucks team which plays for the NBA. It is said he paid $550M to buy the team and even said they would construct another arena for the team in Wisconsin. He is a serious investor and decided to also venture in the online gaming industry in 2017 announcing e-sport formation that would be under Fortress Investment Group.

Wes Edens, Chairman and Founder of Fortress Investment Group

Wes Edens is a renowned American basketball team owner, private investor and a successful businessman. He is one of the owners of The National Basketball Association and Milwaukee Bucks that he bought from Herb Kohl for $550 million in 2014.He received a B.S in Finance and Business Administration from Oregon State University in 1984. He began his career at a California bank before moving to Lehman Brothers as a partner and a managing director up to the year 1993.Between the years of 1993 and 1997, he again worked as a managing director and a partner at BlackRock’s private equity division In 1998, Wes Edens partnered with Michael Edward, Robert Kauffman, Peter Briger and Randal Nardone to establish Fortress Investment Group.On February 2007, he helped Fortress become the first publicly traded buyout firm. It was at this time too that Fortress assets under management included both private equity and publicly traded alternative investments.

Wes Edens became the Co-Chairman of the Board of Directors at Fortress in the year 2009. He also held the position of Chair at Fortress Transportation and Infrastructure Investors from May 2015 to May 2016.Running Fortress’s private equity business, he was involved in the purchase of subprime lender Springleaf Financial Services which was then called American General Finance. This made Fortress the Springleaf’s majority stakeholder and by 2015, the value of Springleaf had surprisingly grown to over $3.5 billion.This put the firm’s profits at more than 27 times Fortress’s initial investment value.He is also the chairman of Nationstar Mortgage, which was formerly referred to as Centex Home Equity Company, LLC, a subprime home equity mortgage lender that was acquired by Fortress for over $575 million in 2006.His “take-home pay” according to Bizjournals is at a staggering $54.4 million annually.

This includes his annual compensation from Fortress Investment group of about $13.4 million and $41 million in dividends he receives as a shareholder. He earns a salary of $200,000, almost $1.1 million in stock awards, an $11.6 million in bonuses and $478400 in other compensations.Wes Edens’s profile is nothing but impressive, he now controls a firm that executes investment strategies for more than 160 businesses around the globe in credit liquid markets, private equity, and traditional asset management.Started with just $400 million and 30 employees, Fortress now manages over $71 billion worth of assets and 1200 employees. Wes Edens is married to Lynn Edens and together they have 4 children. Apart from business, he is also interested in horse riding and mountain climbing.

James Dondero-Giving Back to the Community

James Dondero is a philanthropist who is an effective supporter of the Dallas community. He founded his company, Highland Capital Management in 1993 with co-partner, Mark Okada. The company specializes in loan obligations, long-only funds, and credit hedge funds to name a few.

Since founding his successful company, James Dondero has donated a generous amount of money to various charities and non-profit organizations in the Dallas area. His generous donations have helped the Dallas community to grow and improve educational opportunities for many as well.

James Dondero has donated monetary assistance to The Family Place, the Dallas Zoo, Education is Freedom, the George W. Bush Presidential Library, the Snowball Express, and many others. Read more about James Dondero at Daily Forex Report.

Dondero resides in Dallas, Texas and has headquarters in New York, Seoul, and Singapore.

The Dallas community is not the only important thing to James Dondero. His employees and clients are also very important to him. His investment firm has been recognized as one of the best places to work according to the Dallas Business Journal. Highland Capital Management has also been ranked one of the top places to work for companies with between 50 to 249 employees.

Although James Dondero is extremely busy with his business, he still takes the time to help out the community and many aspiring entrepreneurs. Dondero obtained his education from the University of Virginia’s McIntire School of Commerce. He holds two Bachelors of Science degrees in Accounting and Finance.

Follow: https://www.linkedin.com/in/jamesdonderohcm

Dondero gained financial training from JP Morgan, and he also worked for American Express where he managed $1 billion in fixed income funds. Dondero was also the Chief Investment Officer for the GIC Subsidiary at Protective Life.

When the Dallas Zoo was close to closing its hippo habitat, he stepped in and now the zoo is not only open but is thriving and has many more visitors thanks to various improvements. The Dallas Zoo is s gem I n the Dallas area and makes it possible to enjoy exotic animals without having to travel all the way to Africa. Organizations such as the zoo help o bring in business to Dallas. Visit his website at jamesdondero.com.

Repealing The Myth: Why Passive Funds Are Not A Guarantee For Better Retirement

According to business mogul Warren Buffet, passive index funds are very cost-effective as compared to hedge funds. To prove his theory, the billionaire pledged a mammoth $1 million to charity if his investment in the passive funds yielded lesser return than his hedge fund competitors. By the look of things, Buffet’s gamble will pay off.

Warren Buffett is a well-known investor, known for his passion for cheap, long-lasting investments. Having noticed a rapid increase in second-rate and exorbitant funds that yield little returns, Warren decided to change his approach on the matter. He went for another tactic, one that involves an arduous scrutiny of enterprises before investing on them for a substantial duration.

Read more on Bloomberg.

As a consequence of high maintenance charges and excessive trading, a majority of mutual funds yield little returns. On the contrary, most folks are under informed on the matter regarding passive index investments, precisely the volatility risks, and opportunity costs. However, both of these factors are irrelevant. Rather, the profitability of returns and affordable costs should be the top priority.

It is popular belief that staking on passive index funds guarantees a pleasurable life after retirement. Though they have the upper hand over other investments, index funds are not immune to market downturns. In a research conducted online, a significant percentage of stakeholders were unaware of the risks posed by index funds on the event of market crashes.

About Timothy Armour

In the vast corporate world, Timothy Armour is one of the prominent individuals. His work portfolio consists of leading companies, including the Capital Group, where Timothy Armour is the incumbent chairperson. An alumnus of the prestigious Middlebury College, Tim has accrued massive experience in his illustrious career, which spans over three decades.

Find more details about Timothy Armour at http://www.pionline.com/article/20151014/ONLINE/151019956/capital-group-samsung-asset-management-form-strategic-partnership-in-korea

Primary Specialties of Equities First Holdings

Equities First Holdings is a highly regarded global money lender. They have several stocks that they hold as collateral and they closely monitor their performance. Al Christy Jr. is in charge of evaluating stocks’ performance and also plays a central role in lending his clients the appropriate percentage. As a customer, you are eligible for up to 80% of stock’s value, although so seldom does the amount go beyond 60%.

Loans borrowed attract between three to five percent interest in a period of five years. Presently they are celebrating about fifteen years of service, having accumulated an asset value of approximately $40 million. Although there are other loan lenders, Equities First maintain their clients because of their favorable interest rates.

Details Enhancing Continued Growth at Equities First Holdings

It is worth appreciating the Equities First Holdings founder and CEO for his aggressiveness. He realized an inclination towards financiers taking stock as loan collateral and implemented the same at EFH. While other lenders keep hardening the loan acquisition process, he makes it easy for people to acquire capital.

From his findings, most people had difficulties meeting their professional goals due to financial constraints, something he could help solve. Since 2002, the company counts more than 650 transactions successfully made, amounting to more than $1.4 billion. It is a milestone worth applauding. Being guided by transparency and integrity, they have been able to lead legal and regulatory institutions across the world.

Conclusion

Following the past remarkable success achieved at EFH, no doubt there is even more to expect. They have maintained low fixed interest rates, and this keeps popularizing them. Right now they have offices in nine countries, with fully owned affiliates in London, Australia, Hong Kong and Singapore. They get motivation from their mission, which is to deliver maximal benefits with minimal risks, so as to enable their clients to meet their desired goals, both personal and professional.

More visit: http://www.equitiesfirst.com/team

Stock-based Loans Provided by Equities First Holdings, LLC

Equities First Holdings, LLC provides lending services based on securities for individuals and business investors. They offer loans based on their automatic evaluation for future performance and associated risk with Treasuries, bonds, and stocks. In 2002, this company was funded. It has a satellite office in New York. However, its main offices are in Indianapolis.

Equities First Holdings, LLC is foreseeing more traction in stock-based loans and margin loans in an economy where lending institutions and banks have a tightened lending criterion. For borrowers in need of necessary capital for credit-based loans, equities lending has grown to be popular.

While these people have other options, many banks have tightened loan qualifications, cut their lending options, and amplified interest rates. CEO of EFH, Al Christy, sees that the stock-centralized loans as a modern loan alternative for those in need of necessary capital.

During a two-year loan term, the investment risk is lowered through the hedge given by the stock-based loans. Stock-based loans are flexible and allow borrowers to dump it, even when their value depreciates. The borrower can keep the proceeds without any obligation to their loaners. Moreover, some consider stock-based and margin loans to be synonymous. Here are marked differences even though they use securities for collateral.

The borrower must be pre-qualified with a margin loan. They may also require that the funds be utilized for a purpose as with banks. There are variable interest rates, and the borrower expects ratios between 10 – 15 percent. In the event of a margin call, the lending firm can liquidate the loaner’s collateral with no warning.

With these loans, borrowers expect higher interest and loan-to-value ratio from 60 percent. There are no loan restrictions. This money can be used for any reason. For this reason, these loans are non-recourse. Therefore, borrowers have no obligation even when the collateral stock has decreased.

There is always a risk associated with any form of financial transaction. Many lenders have dumped these options. They are provided by stock in the past. Its mission provides maximum benefit to their customers.

for more info: equitiesfirst.com

Equities First: The Difference Between Margin And Stock Loans

According to a recent article on marketwired.com, Equities First Holdings, LLC reports that where more banks and other financial institutions have stricter lending rules, they are seeing more interaction in stock-based loans and margin loans.

 

Equities First Holdings is a leader in alternative shareholder financial solutions and is a global lender. People who need to get a loan quick may find alternative equity loans available when they do not qualify for traditional credit-based loans, says the article.

 

In this economic climate, many banks have made tighter regulations for loan qualifications. They have also increased interest rates, says the article. The founder and CEO of Equities First Holdings, Al Christy, Jr., considers stocks as collateral for those who are seeking loans for capital. Traditional marginal loans have less value than stock-based loans. The former can be had with a fixed interest rate, the article states.

 

In a quote, Christy says that the market fluctuates during the term of a three-year loan. There is a hedge on stock-based loans because the borrower does not have as much of an investment risk. Even if the stock goes down, borrowers are not obligated to stay with a stock loan, says Christy. They can keep the first part of the loan proceeds and not be obligated anymore to the lender.

 

Christy explains the difference between stock-based loans and margin loans in the article. Although some people think they are the same, they actually are not, says Christy. On stock loans, there are no restrictions on how the money is to be used. Borrowers get a low-interest rate and a loan-to-value ratio as high as 75%, the article says.

 

In a marginal loan, the money must be used for a certain purpose. The variable interest rate is higher and the loan-to-value ratios are lower. In the event of a margin call, the lending institution may liquidate the borrower’s collateral without notice.

 

Although there are risks associated with any type of financial transaction, stock-based loans have not received a lot of attention, says Christy. This is because of bad business procedures on behalf of some lenders. Christy says that Equities First Holdings has a mission to deliver the best benefits with minimal risks for their customers’ financial goals.

 

Equities First Holdings, LLC has provided clients with alternative financing solutions since 2002. They also make loans against publicly-traded stocks for their clients. They have a client base around the world. This company has offices in London, Hong Kong, Singapore, and Australia.

 

http://www.equitiesfirst.com/ for more information’s.

David Osio Business Man And Philanthropist

Businessman and entrepreneur David Osio is primarily a businessman but he is trying to be known more for his philanthropic work than his business skills. For more than twenty years David has been in a partnership with several non-profit organizations whose main goal is to better the people, art, and the culture in those communities where he develops businesses. Many of these businesses revolve around financial services which David loves but he also is expanding his financial support of charitable organization on not just a local scale but also a global scale. Locally it is no secret that he is known for his support of music, the arts, medical research, and his local community. Learn more: https://about.me/davidosio

On the business side of things, David is the founder and CEO of Davos Financial Group where he is personally in charge of the firm’s domestic and global strategies. Over the past two decades, he has transformed Davos Financial Group into a global powerhouse with offices in all the major financial centers of the world. David started out as a lawyer after graduating with honors from the Catholic University, Andres Bello in Caracas Venezuela. After graduation he began his career in Venezuela as the Director in the Legal Desk MGO, providing legal advice and other services to such multi-national clients such as Ferro, a leading global functional coatings and color solutions provider that supply products and technologies to thousands of clients around the world. Ferro has also pioneered many innovative technologies in ceramics, electronics and consumer electronics. David has also done consulting work for Consolidated Bank a national bank for east Africa’s largest economy.

About 10 years after this legal work was finished he completed course work for specialization at the Institute of Higher Administration Studies in Caracas. In 2010 he received advanced credentials by studying The Management of Investment Portfolios at the New York Institute of Finance.

On his philanthropy, he is noted for his support of the Miami Symphony Orchestra. He was so taken by the Miami Symphony that he also served as a member of its board of directors. When asked about it, he is quick to point out that it is rewarding to see a foundation like the Miami Symphony have the ability to stay in operation year after year and bring the joy of world-class music to the community with the help of our donations. He is also a supporter of the Children’s Orthopedic Foundation He is quoted as saying that every little bit helps when it comes to medical research for children. He has also stated that his hope is that someday those who are fortunate enough can all come together to make a true financial difference in this important cause.

Learn more:

https://www.crunchbase.com/person/david-osio-2#/entity

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