-
Investment Structure Overview - Development Investment Process | Lion Property Group
Latest Offer: https://lionpg.com.au/3shvybS
Some of our projects utilise a Special Purpose Vehicle (SPV) structure. The SPV functions as a legal entity which collectively represents all investors in a project, and the SPV owns the development site. Investors receive shares in the SPV.
This investment structure is utilised because it ensures that investors are protected, but grants us the ability to undertake the development in a timely and efficient manner in line with investor expectations.
-
Website: https://lionproperty.group
Facebook: https://www.facebook.com/lionpropertygrp
LinkedIn: https://au.linkedin.com/company/lionpropertygroup
Instagram: https://www.instagram.com/lionpropertygroup
published: 08 Sep 2021
-
Private Equity Fund Structure Explained
🔥 LOOKING FOR HELP LAUNCHING YOUR FUND? 🔥
================================
Get Your Tickets to Fund Launch LIVE:
https://www.fundlaunchlive.com/?sl=youtube
Join Our Insiders Group [Backed by Fund Managers]
https://www.fundlaunch.com/wsr?sl=youtube
Get Our Latest Fund Course:
https://www.fundlaunchsecrets.com/freegift?sl=youtube
Get Our Scaling With Funds Case Study:
https://www.fundlaunchsecrets.com/scale?sl=youtube
Watch Fund Launch Success Stories:
https://www.fundlaunchresults.com/tank?sl=youtube
Read Bridger’s Latest Blog Post:
https://blog.investmentfundsecrets.com?sl=youtube
================================
Listen To Bridger’s Latest Podcast Episode On “Bullish’
https://www.fundlaunch.com/bullish-podcast?sl=youtube
Listen To Lincoln’s Latest Podcast Episode ‘Fund...
published: 12 Jun 2020
-
Investment Structure Strategies | Ep 8
Even if you have a really great deal in front of you, if the structure is not planned out properly, it can take a quick turn for the worse.
Across every deal, you should be asking yourself the following questions:
- Which fees and structures do you prefer?
- What are Family Office headaches and struggles?
- What is driving the growth of the Virtual Family Office model?
#investment #investmentstructure #investmentstrategies #strategies #investors #investingtips #deal #dealmaking #deals
-------------
The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and...
published: 10 Apr 2023
-
Structured Investments 101
An introduction to structured investments and common misconceptions about them.
OTHER LINKS:
Getting Started with Structured Investments Infographic: https://bitly.simonmarkets.io/SI-Inforgraphic
Structured Investment Highlights for Financial Advisors and Investors: https://bitly.simonmarkets.io/SI-Highlights
TRANSCRIPT:
What if you could get the upside of a market index—but limit your losses if the market goes down?
Or buy a bond that could pay more than the market rate under the right conditions?
How about an FDIC-insured CD with a payout tied to the price of oil?
Those are just a few examples of structured investments.We’ll show you what they are, and how they can be used to meet your investment needs.
So what is a structured investment? It starts with an ordinary investment, l...
published: 04 Oct 2021
-
Investment Property Strategy: The Trust Structures You MUST Have For Your Investment Properties.
Protect your assets and minimise your tax with the right information http://InvestmentProperty.Training
The 8th marvel of the world is not compound interest it's compound learning.
To end up being included in the investment property market you have 2 paths.
You can jump in with both feet based upon exactly what your accounting professional and your heart says. This is where you purchase a property because you enjoy it and love the concept of owning it regardless of whether it makes financial sense ... (this is where 95 % of homeowner put their money).
... or you can spend a long time learning the approaches of property investors who have made all the mistakes and have actually established particular methods and processes to consistently and continuously grow their wealth. These peop...
published: 25 Jun 2014
-
What is an Investment Company (ASC 946)?
The Investment Management Industry is unique...and as a result, it also has unique accounting requirements! This video kicks off our 7-course eLearning path which explores the investment management industry, including how these companies operate, their investing strategies, and the unique accounting and reporting considerations these entities face.
Want to learn more about the accounting for investment companies under ASC 946? Make sure to check out our eLearning modules here: https://revolution.gaapdynamics.com/learn/public/learning_plan/view/3/investment-management-industry-fundamentals
Learn more about GAAP Dynamics: https://www.gaapdynamics.com/
Check out our other online courses on the Revolution: https://revolution.gaapdynamics.com/catalog
Subscribe to GAAP Dynamics to see more v...
published: 18 Feb 2019
-
Your Investment Structure Matters More Than Strategy
The largest association in the family office wealth management industry with 100,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.
To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com
Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com
►W...
published: 22 Jun 2021
-
How To Structure A Real Estate Investment Fund | Bridger Pennington
How To Structure A Real Estate Investment Fund with Bridger Pennington. Bridger is the Founder of Black Bridge Capital: Privately run debt fund that has done over 290 deals in 38 states over the last 2 years. On the side, he runs Investment Fund Secrets to help others start their own funds in a world where people believe you need Ivy League credentials or Wall Street experience to break into.
Topics Include:
Real Estate Syndications
The Private Equity Real Estate model
Bridger's first deal
Formal educations
Where Bridger sees opportunities
1) SUBSCRIBE to see more content!
https://www.youtube.com/JesseFRAGALE?sub_confirmation=1
2) Lets CONNECT!
Instagram: https://www.instagram.com/jessefragale/
3) SUBSCRIBE TO THE WORKING CAPITAL REAL ESTATE PODCAST
https://jessefragale.com/podcast
...
published: 30 Apr 2021
-
INTERVIEW WITH KELLY GAUTHIER PRESIDENT OF RALLY ASSETS
Rally Assets is pleased to announce a change to its senior leadership team. Kelly Gauthier has been appointed President of the company, effective February 1, 2022. She was formerly Managing Director and Partner. Upkar Arora will remain Chief Executive Officer and Marc Foran will remain Chief Investment Officer.
“Kelly has demonstrated exceptional leadership within the firm and outside of the firm,” says Upkar. “Over her 10 years at Rally she has been instrumental in building the company to become the premier impact investment firm in the country. This change enhances Kelly’s responsibilities, allowing her to apply her vast expertise in impact investing, her knowledge of the sector and her highly capable management skills in leading the organization.”
“I am excited to strengthen Rally and...
published: 04 Feb 2024
-
Master the Six Basic Rules of Investing – Robert Kiyosaki
If you’re facing a windfall in new money, now is the perfect time to put into place the rich dad fundamental: invest in cash-flowing assets.
But in order to do that, you need to understand the investing fundamentals. In this video, we give you the six basic rules of investing to master, taught to me by my rich dad.
Learning and mastering the rules of investing takes a life-long investment in financial education. But these basics will get you started. Where you go from here is up to you.
If you want to put these rules into action, I strongly encourage you to read my blog: http://bit.ly/2RlBVpr and play CASHFLOW the Board Game: http://bit.ly/32lbrIs
#robertkiyosaki #richdadpoordad #financialeducation
https://www.richdad.com/
Facebook: @RobertKiyosaki
https://www.facebook.com/RobertKiyo...
published: 25 Feb 2020
1:41
Investment Structure Overview - Development Investment Process | Lion Property Group
Latest Offer: https://lionpg.com.au/3shvybS
Some of our projects utilise a Special Purpose Vehicle (SPV) structure. The SPV functions as a legal entity which ...
Latest Offer: https://lionpg.com.au/3shvybS
Some of our projects utilise a Special Purpose Vehicle (SPV) structure. The SPV functions as a legal entity which collectively represents all investors in a project, and the SPV owns the development site. Investors receive shares in the SPV.
This investment structure is utilised because it ensures that investors are protected, but grants us the ability to undertake the development in a timely and efficient manner in line with investor expectations.
-
Website: https://lionproperty.group
Facebook: https://www.facebook.com/lionpropertygrp
LinkedIn: https://au.linkedin.com/company/lionpropertygroup
Instagram: https://www.instagram.com/lionpropertygroup
https://wn.com/Investment_Structure_Overview_Development_Investment_Process_|_Lion_Property_Group
Latest Offer: https://lionpg.com.au/3shvybS
Some of our projects utilise a Special Purpose Vehicle (SPV) structure. The SPV functions as a legal entity which collectively represents all investors in a project, and the SPV owns the development site. Investors receive shares in the SPV.
This investment structure is utilised because it ensures that investors are protected, but grants us the ability to undertake the development in a timely and efficient manner in line with investor expectations.
-
Website: https://lionproperty.group
Facebook: https://www.facebook.com/lionpropertygrp
LinkedIn: https://au.linkedin.com/company/lionpropertygroup
Instagram: https://www.instagram.com/lionpropertygroup
- published: 08 Sep 2021
- views: 2902
12:15
Private Equity Fund Structure Explained
🔥 LOOKING FOR HELP LAUNCHING YOUR FUND? 🔥
================================
Get Your Tickets to Fund Launch LIVE:
https://www.fundlaunchlive.com/?sl=youtube
J...
🔥 LOOKING FOR HELP LAUNCHING YOUR FUND? 🔥
================================
Get Your Tickets to Fund Launch LIVE:
https://www.fundlaunchlive.com/?sl=youtube
Join Our Insiders Group [Backed by Fund Managers]
https://www.fundlaunch.com/wsr?sl=youtube
Get Our Latest Fund Course:
https://www.fundlaunchsecrets.com/freegift?sl=youtube
Get Our Scaling With Funds Case Study:
https://www.fundlaunchsecrets.com/scale?sl=youtube
Watch Fund Launch Success Stories:
https://www.fundlaunchresults.com/tank?sl=youtube
Read Bridger’s Latest Blog Post:
https://blog.investmentfundsecrets.com?sl=youtube
================================
Listen To Bridger’s Latest Podcast Episode On “Bullish’
https://www.fundlaunch.com/bullish-podcast?sl=youtube
Listen To Lincoln’s Latest Podcast Episode ‘Funds That Won’
https://www.fundlaunch.com/funds_that_won?sl=youtube
================================
SUBSCRIBE NOW FOR NEW YOUTUBE CONTENT:
https://www.youtube.com/channel/UC1_NBRSd-yIX6tyg31RzCew?sub_confirmation=1
================================
FOLLOW ME ON SOCIAL:
Follow Me On Instagram: https://www.instagram.com/bridger_pennington/?sl=youtube
Like My Page On Facebook: https://www.facebook.com/fundlaunchsecrets/?sl=youtube
Follow Me On TikTok: https://www.tiktok.com/@bridger_pennington?sl=youtube
Connect On Linkedin: https://www.linkedin.com/in/bridger-pennington-670035127?sl=youtube
ABOUT BRIDGER PENNINGTON
Bridger Pennington is the founder of 2 investment funds that have done over 217 deals in the last 4 years. Additionally, he currently manages an 8 figure hedge fund Ugly Unicorn and is a strategic advisor to 8 portfolio funds.
He has started helping others launch their own funds through Fund Launch, an online program with over 60,000 students designed to help them start investment funds without working on Wall Street or having an Ivy League degree. Last year they launched 130 student funds, and have 12 student funds over $100 million.
Bridger has spoken on stage to thousands of people across the United States and is determined to help entrepreneurs scale their businesses through launching their own funds.
DISCLAIMER: This is NOT financial or legal advice. Fund Launch’s experiences with using a fund strategy are unique to them. You should not consume this content with the expectation that you will have similar or the same results. All fund projects are subject to multiple variables and risks that make it impossible to predict success. Since we cannot predict success or provide you with information on what an average customer experience is by creating a fund, you should assume you will not have the same type of success or any success at all. We encourage you to seek out advice from other qualified professionals for advice on setting up your particular fund.
Learn More About Bridger & Fund Launch:
https://www.fundlaunch.com/?sl=youtube
https://wn.com/Private_Equity_Fund_Structure_Explained
🔥 LOOKING FOR HELP LAUNCHING YOUR FUND? 🔥
================================
Get Your Tickets to Fund Launch LIVE:
https://www.fundlaunchlive.com/?sl=youtube
Join Our Insiders Group [Backed by Fund Managers]
https://www.fundlaunch.com/wsr?sl=youtube
Get Our Latest Fund Course:
https://www.fundlaunchsecrets.com/freegift?sl=youtube
Get Our Scaling With Funds Case Study:
https://www.fundlaunchsecrets.com/scale?sl=youtube
Watch Fund Launch Success Stories:
https://www.fundlaunchresults.com/tank?sl=youtube
Read Bridger’s Latest Blog Post:
https://blog.investmentfundsecrets.com?sl=youtube
================================
Listen To Bridger’s Latest Podcast Episode On “Bullish’
https://www.fundlaunch.com/bullish-podcast?sl=youtube
Listen To Lincoln’s Latest Podcast Episode ‘Funds That Won’
https://www.fundlaunch.com/funds_that_won?sl=youtube
================================
SUBSCRIBE NOW FOR NEW YOUTUBE CONTENT:
https://www.youtube.com/channel/UC1_NBRSd-yIX6tyg31RzCew?sub_confirmation=1
================================
FOLLOW ME ON SOCIAL:
Follow Me On Instagram: https://www.instagram.com/bridger_pennington/?sl=youtube
Like My Page On Facebook: https://www.facebook.com/fundlaunchsecrets/?sl=youtube
Follow Me On TikTok: https://www.tiktok.com/@bridger_pennington?sl=youtube
Connect On Linkedin: https://www.linkedin.com/in/bridger-pennington-670035127?sl=youtube
ABOUT BRIDGER PENNINGTON
Bridger Pennington is the founder of 2 investment funds that have done over 217 deals in the last 4 years. Additionally, he currently manages an 8 figure hedge fund Ugly Unicorn and is a strategic advisor to 8 portfolio funds.
He has started helping others launch their own funds through Fund Launch, an online program with over 60,000 students designed to help them start investment funds without working on Wall Street or having an Ivy League degree. Last year they launched 130 student funds, and have 12 student funds over $100 million.
Bridger has spoken on stage to thousands of people across the United States and is determined to help entrepreneurs scale their businesses through launching their own funds.
DISCLAIMER: This is NOT financial or legal advice. Fund Launch’s experiences with using a fund strategy are unique to them. You should not consume this content with the expectation that you will have similar or the same results. All fund projects are subject to multiple variables and risks that make it impossible to predict success. Since we cannot predict success or provide you with information on what an average customer experience is by creating a fund, you should assume you will not have the same type of success or any success at all. We encourage you to seek out advice from other qualified professionals for advice on setting up your particular fund.
Learn More About Bridger & Fund Launch:
https://www.fundlaunch.com/?sl=youtube
- published: 12 Jun 2020
- views: 167460
22:05
Investment Structure Strategies | Ep 8
Even if you have a really great deal in front of you, if the structure is not planned out properly, it can take a quick turn for the worse.
Across every deal,...
Even if you have a really great deal in front of you, if the structure is not planned out properly, it can take a quick turn for the worse.
Across every deal, you should be asking yourself the following questions:
- Which fees and structures do you prefer?
- What are Family Office headaches and struggles?
- What is driving the growth of the Virtual Family Office model?
#investment #investmentstructure #investmentstrategies #strategies #investors #investingtips #deal #dealmaking #deals
-------------
The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.
To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com
Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com
►Where to follow and listen to Richard:
Twitter: https://Twitter.com/RichardCWilson
Website: http://www.FamilyOffices.com
LinkedIn: https://www.Linkedin.com/in/singlefamilyoffice/
iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2
Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdf
Facebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/
Trainings: https://www.InvestmentCertifications.com
Bootcamps: http://FamilyOffices.com/Capital
Family Offices Summits: http://FamilyOffices.com/:
Family Office Jobs:http://FamilyOfficejobs.com/
----
Thank you for watching this video—Please Share it. I like to read comments so please leave a comment.
► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup
----
Richard is a bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance.He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.
https://wn.com/Investment_Structure_Strategies_|_Ep_8
Even if you have a really great deal in front of you, if the structure is not planned out properly, it can take a quick turn for the worse.
Across every deal, you should be asking yourself the following questions:
- Which fees and structures do you prefer?
- What are Family Office headaches and struggles?
- What is driving the growth of the Virtual Family Office model?
#investment #investmentstructure #investmentstrategies #strategies #investors #investingtips #deal #dealmaking #deals
-------------
The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.
To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com
Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com
►Where to follow and listen to Richard:
Twitter: https://Twitter.com/RichardCWilson
Website: http://www.FamilyOffices.com
LinkedIn: https://www.Linkedin.com/in/singlefamilyoffice/
iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2
Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdf
Facebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/
Trainings: https://www.InvestmentCertifications.com
Bootcamps: http://FamilyOffices.com/Capital
Family Offices Summits: http://FamilyOffices.com/:
Family Office Jobs:http://FamilyOfficejobs.com/
----
Thank you for watching this video—Please Share it. I like to read comments so please leave a comment.
► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup
----
Richard is a bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance.He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.
- published: 10 Apr 2023
- views: 966
4:17
Structured Investments 101
An introduction to structured investments and common misconceptions about them.
OTHER LINKS:
Getting Started with Structured Investments Infographic: https://b...
An introduction to structured investments and common misconceptions about them.
OTHER LINKS:
Getting Started with Structured Investments Infographic: https://bitly.simonmarkets.io/SI-Inforgraphic
Structured Investment Highlights for Financial Advisors and Investors: https://bitly.simonmarkets.io/SI-Highlights
TRANSCRIPT:
What if you could get the upside of a market index—but limit your losses if the market goes down?
Or buy a bond that could pay more than the market rate under the right conditions?
How about an FDIC-insured CD with a payout tied to the price of oil?
Those are just a few examples of structured investments.We’ll show you what they are, and how they can be used to meet your investment needs.
So what is a structured investment? It starts with an ordinary investment, like a stock, an index, a currency, or an ETF. That’s called the underlier. The structured investment is a package that links to the underlier and shapes its performance to meet specific investor needs.
One of the most important things to understand about structured investments is that they come in a wide variety. And with that wide variety comes different terms and conditions.
There’s one for almost any market outlook or investment goal: Some offer security with moderate or limited growth. Others offer greater upside, but come with greater risk.
Here’s an example. If you want to invest in the equity markets, you can buy an S&P 500 mutual fund or ETF. When the index goes up, you make money; when it goes down, you lose money. But instead, you can buy a structured investment that uses the S&P 500 as an underlier. When the structured investment matures, if the S&P has gone up, you'll have an opportunity to participate in the market gains. And if it’s down, you’re protected from market losses.
Now, every investment comes with tradeoffs. So, depending on the terms of your investment, your gains may be capped or your loss protection may be limited. And like all investments, there are risks, as well as rewards, which we’ll talk about in these videos.There are a lot of misconceptions about structured investments.
For example, some people say they aren't transparent. Actually, structured investments come with clearly defined terms that tell you exactly what returns you’ll get when you hold them to maturity, subject to the credit risk of the issuer.This will include whether principal repayment at maturity is 100% or subject to contingencies such as the performance of the underlier. This will also describe the fees and expenses associated with the investment, which you should review prior to making any investment decisions. Structured investments might be less familiar than some traditional investments, so we’ll take you through the basics in these videos.
Some people think they’re too risky.In fact, some structured investments are market linked CDs, which have 100% principal protection at maturity and are FDIC-insured up to the applicable limits. Others give you greater exposure to the market, but come with greater risk, including the credit risk of the issuer. And there’s a wide range in between.
You may have heard you cannot sell your structured investment before maturity. These are illiquid instruments, which means there isn't a guaranteed secondary market. But you may be able to get some or all of your money back, if you decide to sell early and the issuer elects to buy them back. Historically, issuers, through their trading arms, have bought them back, but they are under no legal obligation to do so and the price could be substantially lower than what you bought them at or what you might receive, if you held them to maturity. So, if you're used to highly liquid products, you'll need to be prepared to buy and hold for the full term.
Finally, you might have heard they aren’t right for most people. But there’s a wide variety of structured investments, so you can find one for almost any need. There are many types of structured investments. But there are two that you’ll see most often:market-linked CD’s, which are FDIC-insured, and market-linked notes, which offer higher returns, but carry the credit risk of the issuer.
https://wn.com/Structured_Investments_101
An introduction to structured investments and common misconceptions about them.
OTHER LINKS:
Getting Started with Structured Investments Infographic: https://bitly.simonmarkets.io/SI-Inforgraphic
Structured Investment Highlights for Financial Advisors and Investors: https://bitly.simonmarkets.io/SI-Highlights
TRANSCRIPT:
What if you could get the upside of a market index—but limit your losses if the market goes down?
Or buy a bond that could pay more than the market rate under the right conditions?
How about an FDIC-insured CD with a payout tied to the price of oil?
Those are just a few examples of structured investments.We’ll show you what they are, and how they can be used to meet your investment needs.
So what is a structured investment? It starts with an ordinary investment, like a stock, an index, a currency, or an ETF. That’s called the underlier. The structured investment is a package that links to the underlier and shapes its performance to meet specific investor needs.
One of the most important things to understand about structured investments is that they come in a wide variety. And with that wide variety comes different terms and conditions.
There’s one for almost any market outlook or investment goal: Some offer security with moderate or limited growth. Others offer greater upside, but come with greater risk.
Here’s an example. If you want to invest in the equity markets, you can buy an S&P 500 mutual fund or ETF. When the index goes up, you make money; when it goes down, you lose money. But instead, you can buy a structured investment that uses the S&P 500 as an underlier. When the structured investment matures, if the S&P has gone up, you'll have an opportunity to participate in the market gains. And if it’s down, you’re protected from market losses.
Now, every investment comes with tradeoffs. So, depending on the terms of your investment, your gains may be capped or your loss protection may be limited. And like all investments, there are risks, as well as rewards, which we’ll talk about in these videos.There are a lot of misconceptions about structured investments.
For example, some people say they aren't transparent. Actually, structured investments come with clearly defined terms that tell you exactly what returns you’ll get when you hold them to maturity, subject to the credit risk of the issuer.This will include whether principal repayment at maturity is 100% or subject to contingencies such as the performance of the underlier. This will also describe the fees and expenses associated with the investment, which you should review prior to making any investment decisions. Structured investments might be less familiar than some traditional investments, so we’ll take you through the basics in these videos.
Some people think they’re too risky.In fact, some structured investments are market linked CDs, which have 100% principal protection at maturity and are FDIC-insured up to the applicable limits. Others give you greater exposure to the market, but come with greater risk, including the credit risk of the issuer. And there’s a wide range in between.
You may have heard you cannot sell your structured investment before maturity. These are illiquid instruments, which means there isn't a guaranteed secondary market. But you may be able to get some or all of your money back, if you decide to sell early and the issuer elects to buy them back. Historically, issuers, through their trading arms, have bought them back, but they are under no legal obligation to do so and the price could be substantially lower than what you bought them at or what you might receive, if you held them to maturity. So, if you're used to highly liquid products, you'll need to be prepared to buy and hold for the full term.
Finally, you might have heard they aren’t right for most people. But there’s a wide variety of structured investments, so you can find one for almost any need. There are many types of structured investments. But there are two that you’ll see most often:market-linked CD’s, which are FDIC-insured, and market-linked notes, which offer higher returns, but carry the credit risk of the issuer.
- published: 04 Oct 2021
- views: 4340
4:27
Investment Property Strategy: The Trust Structures You MUST Have For Your Investment Properties.
Protect your assets and minimise your tax with the right information http://InvestmentProperty.Training
The 8th marvel of the world is not compound interes...
Protect your assets and minimise your tax with the right information http://InvestmentProperty.Training
The 8th marvel of the world is not compound interest it's compound learning.
To end up being included in the investment property market you have 2 paths.
You can jump in with both feet based upon exactly what your accounting professional and your heart says. This is where you purchase a property because you enjoy it and love the concept of owning it regardless of whether it makes financial sense ... (this is where 95 % of homeowner put their money).
... or you can spend a long time learning the approaches of property investors who have made all the mistakes and have actually established particular methods and processes to consistently and continuously grow their wealth. These people are in the top 5 % of earners in the world and method investing in real estate completely in a different way to the remainder of the populace.
The distinction between the 2 comes down to something ... education. The 2nd group treat investing as a company. All their choices are based upon a strategy and a strategy and have no psychological interest what so ever in the specific properties that they purchase.
This enables them to base all their selections on which chances are going to offer them the benefit they are preparing for, and in turn lead them to the objectives they are concentrated on 2 or 3 steps down the road. They understand specifically what sort of property investment offer they require next and the kind they are going to need after that in order to further their plan to create passive income and construct wealth.
If you desire to discover the best ways to do this by being instructed from people who are really doing this every day and can quickly track your real estate success then you have to begin by making the effort to enjoy a complimentary instructional webinar on investment properties at http://investmentproperty.training
https://wn.com/Investment_Property_Strategy_The_Trust_Structures_You_Must_Have_For_Your_Investment_Properties.
Protect your assets and minimise your tax with the right information http://InvestmentProperty.Training
The 8th marvel of the world is not compound interest it's compound learning.
To end up being included in the investment property market you have 2 paths.
You can jump in with both feet based upon exactly what your accounting professional and your heart says. This is where you purchase a property because you enjoy it and love the concept of owning it regardless of whether it makes financial sense ... (this is where 95 % of homeowner put their money).
... or you can spend a long time learning the approaches of property investors who have made all the mistakes and have actually established particular methods and processes to consistently and continuously grow their wealth. These people are in the top 5 % of earners in the world and method investing in real estate completely in a different way to the remainder of the populace.
The distinction between the 2 comes down to something ... education. The 2nd group treat investing as a company. All their choices are based upon a strategy and a strategy and have no psychological interest what so ever in the specific properties that they purchase.
This enables them to base all their selections on which chances are going to offer them the benefit they are preparing for, and in turn lead them to the objectives they are concentrated on 2 or 3 steps down the road. They understand specifically what sort of property investment offer they require next and the kind they are going to need after that in order to further their plan to create passive income and construct wealth.
If you desire to discover the best ways to do this by being instructed from people who are really doing this every day and can quickly track your real estate success then you have to begin by making the effort to enjoy a complimentary instructional webinar on investment properties at http://investmentproperty.training
- published: 25 Jun 2014
- views: 70288
1:36
What is an Investment Company (ASC 946)?
The Investment Management Industry is unique...and as a result, it also has unique accounting requirements! This video kicks off our 7-course eLearning path whi...
The Investment Management Industry is unique...and as a result, it also has unique accounting requirements! This video kicks off our 7-course eLearning path which explores the investment management industry, including how these companies operate, their investing strategies, and the unique accounting and reporting considerations these entities face.
Want to learn more about the accounting for investment companies under ASC 946? Make sure to check out our eLearning modules here: https://revolution.gaapdynamics.com/learn/public/learning_plan/view/3/investment-management-industry-fundamentals
Learn more about GAAP Dynamics: https://www.gaapdynamics.com/
Check out our other online courses on the Revolution: https://revolution.gaapdynamics.com/catalog
Subscribe to GAAP Dynamics to see more videos like these!
https://wn.com/What_Is_An_Investment_Company_(Asc_946)
The Investment Management Industry is unique...and as a result, it also has unique accounting requirements! This video kicks off our 7-course eLearning path which explores the investment management industry, including how these companies operate, their investing strategies, and the unique accounting and reporting considerations these entities face.
Want to learn more about the accounting for investment companies under ASC 946? Make sure to check out our eLearning modules here: https://revolution.gaapdynamics.com/learn/public/learning_plan/view/3/investment-management-industry-fundamentals
Learn more about GAAP Dynamics: https://www.gaapdynamics.com/
Check out our other online courses on the Revolution: https://revolution.gaapdynamics.com/catalog
Subscribe to GAAP Dynamics to see more videos like these!
- published: 18 Feb 2019
- views: 66448
2:41
Your Investment Structure Matters More Than Strategy
The largest association in the family office wealth management industry with 100,000+ current members—become a member today. Since 2007, the Family Office Club ...
The largest association in the family office wealth management industry with 100,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.
To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com
Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com
►Where to follow and listen to Richard:
Twitter: https://Twitter.com/RichardCWilson
Website: http://www.FamilyOffices.com
LinkedIn: https://www.Linkedin.com/in/singlefamilyoffice/
iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2
Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdf
Facebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/
Trainings: https://www.InvestmentCertifications.com
Bootcamps: http://FamilyOffices.com/Capital
Family Offices Summits: http://FamilyOffices.com/:
Family Office Jobs:http://FamilyOfficejobs.com/
----
Thank you for watching this video—Please Share it. I like to read comments so please leave a comment.
► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup
--
Richard is a bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance.He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.
https://wn.com/Your_Investment_Structure_Matters_More_Than_Strategy
The largest association in the family office wealth management industry with 100,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.
To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com
Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com
►Where to follow and listen to Richard:
Twitter: https://Twitter.com/RichardCWilson
Website: http://www.FamilyOffices.com
LinkedIn: https://www.Linkedin.com/in/singlefamilyoffice/
iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2
Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdf
Facebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/
Trainings: https://www.InvestmentCertifications.com
Bootcamps: http://FamilyOffices.com/Capital
Family Offices Summits: http://FamilyOffices.com/:
Family Office Jobs:http://FamilyOfficejobs.com/
----
Thank you for watching this video—Please Share it. I like to read comments so please leave a comment.
► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup
--
Richard is a bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance.He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.
- published: 22 Jun 2021
- views: 655
39:50
How To Structure A Real Estate Investment Fund | Bridger Pennington
How To Structure A Real Estate Investment Fund with Bridger Pennington. Bridger is the Founder of Black Bridge Capital: Privately run debt fund that has done ov...
How To Structure A Real Estate Investment Fund with Bridger Pennington. Bridger is the Founder of Black Bridge Capital: Privately run debt fund that has done over 290 deals in 38 states over the last 2 years. On the side, he runs Investment Fund Secrets to help others start their own funds in a world where people believe you need Ivy League credentials or Wall Street experience to break into.
Topics Include:
Real Estate Syndications
The Private Equity Real Estate model
Bridger's first deal
Formal educations
Where Bridger sees opportunities
1) SUBSCRIBE to see more content!
https://www.youtube.com/JesseFRAGALE?sub_confirmation=1
2) Lets CONNECT!
Instagram: https://www.instagram.com/jessefragale/
3) SUBSCRIBE TO THE WORKING CAPITAL REAL ESTATE PODCAST
https://jessefragale.com/podcast
Like this Video? Give it a Thumbs Up!
Have Feedback? Drop a Comment!
My Recording Gear:
https://kit.co/jessefragale
https://wn.com/How_To_Structure_A_Real_Estate_Investment_Fund_|_Bridger_Pennington
How To Structure A Real Estate Investment Fund with Bridger Pennington. Bridger is the Founder of Black Bridge Capital: Privately run debt fund that has done over 290 deals in 38 states over the last 2 years. On the side, he runs Investment Fund Secrets to help others start their own funds in a world where people believe you need Ivy League credentials or Wall Street experience to break into.
Topics Include:
Real Estate Syndications
The Private Equity Real Estate model
Bridger's first deal
Formal educations
Where Bridger sees opportunities
1) SUBSCRIBE to see more content!
https://www.youtube.com/JesseFRAGALE?sub_confirmation=1
2) Lets CONNECT!
Instagram: https://www.instagram.com/jessefragale/
3) SUBSCRIBE TO THE WORKING CAPITAL REAL ESTATE PODCAST
https://jessefragale.com/podcast
Like this Video? Give it a Thumbs Up!
Have Feedback? Drop a Comment!
My Recording Gear:
https://kit.co/jessefragale
- published: 30 Apr 2021
- views: 36832
16:26
INTERVIEW WITH KELLY GAUTHIER PRESIDENT OF RALLY ASSETS
Rally Assets is pleased to announce a change to its senior leadership team. Kelly Gauthier has been appointed President of the company, effective February 1, 20...
Rally Assets is pleased to announce a change to its senior leadership team. Kelly Gauthier has been appointed President of the company, effective February 1, 2022. She was formerly Managing Director and Partner. Upkar Arora will remain Chief Executive Officer and Marc Foran will remain Chief Investment Officer.
“Kelly has demonstrated exceptional leadership within the firm and outside of the firm,” says Upkar. “Over her 10 years at Rally she has been instrumental in building the company to become the premier impact investment firm in the country. This change enhances Kelly’s responsibilities, allowing her to apply her vast expertise in impact investing, her knowledge of the sector and her highly capable management skills in leading the organization.”
“I am excited to strengthen Rally and grow impact investing in Canada,” says Kelly. “I am grateful to be uplifted by a team and clients who believe that capital can and must be used to create better outcomes for people and the planet.”
“I’m really looking forward to working with Kelly in this new role,” says Marc. “As the world transitions towards impact investing as the new normal, we need leadership that can challenge traditional ways of investing. In Kelly, we have someone who brings the insights and perspectives necessary to lead the charge.”
The change has been driven in part by Rally’s evolution from an advisory-only firm to an investment management and advisory firm. Rally has launched two funds, taken on many new clients and grown its AUM; the size, scale and complexity of the firm has increased significantly. In addition, the external environment is changing rapidly and more foundations, family offices, high net worth individuals and institutional investors, and their respective boards and staff, are needing guidance on how to best invest their capital to deliver impact and returns. This new leadership structure allows Rally to continue to invest in important strategic relationships that position them for the long term while staying focused on serving current clients well.
“These changes enable our leadership team to focus on our areas of strength. As a result, we’re all in a stronger position to identify and seize opportunities for growing the company and creating more positive systems-level change,” says Upkar.
https://wn.com/Interview_With_Kelly_Gauthier_President_Of_Rally_Assets
Rally Assets is pleased to announce a change to its senior leadership team. Kelly Gauthier has been appointed President of the company, effective February 1, 2022. She was formerly Managing Director and Partner. Upkar Arora will remain Chief Executive Officer and Marc Foran will remain Chief Investment Officer.
“Kelly has demonstrated exceptional leadership within the firm and outside of the firm,” says Upkar. “Over her 10 years at Rally she has been instrumental in building the company to become the premier impact investment firm in the country. This change enhances Kelly’s responsibilities, allowing her to apply her vast expertise in impact investing, her knowledge of the sector and her highly capable management skills in leading the organization.”
“I am excited to strengthen Rally and grow impact investing in Canada,” says Kelly. “I am grateful to be uplifted by a team and clients who believe that capital can and must be used to create better outcomes for people and the planet.”
“I’m really looking forward to working with Kelly in this new role,” says Marc. “As the world transitions towards impact investing as the new normal, we need leadership that can challenge traditional ways of investing. In Kelly, we have someone who brings the insights and perspectives necessary to lead the charge.”
The change has been driven in part by Rally’s evolution from an advisory-only firm to an investment management and advisory firm. Rally has launched two funds, taken on many new clients and grown its AUM; the size, scale and complexity of the firm has increased significantly. In addition, the external environment is changing rapidly and more foundations, family offices, high net worth individuals and institutional investors, and their respective boards and staff, are needing guidance on how to best invest their capital to deliver impact and returns. This new leadership structure allows Rally to continue to invest in important strategic relationships that position them for the long term while staying focused on serving current clients well.
“These changes enable our leadership team to focus on our areas of strength. As a result, we’re all in a stronger position to identify and seize opportunities for growing the company and creating more positive systems-level change,” says Upkar.
- published: 04 Feb 2024
- views: 1193
15:01
Master the Six Basic Rules of Investing – Robert Kiyosaki
If you’re facing a windfall in new money, now is the perfect time to put into place the rich dad fundamental: invest in cash-flowing assets.
But in order to do...
If you’re facing a windfall in new money, now is the perfect time to put into place the rich dad fundamental: invest in cash-flowing assets.
But in order to do that, you need to understand the investing fundamentals. In this video, we give you the six basic rules of investing to master, taught to me by my rich dad.
Learning and mastering the rules of investing takes a life-long investment in financial education. But these basics will get you started. Where you go from here is up to you.
If you want to put these rules into action, I strongly encourage you to read my blog: http://bit.ly/2RlBVpr and play CASHFLOW the Board Game: http://bit.ly/32lbrIs
#robertkiyosaki #richdadpoordad #financialeducation
https://www.richdad.com/
Facebook: @RobertKiyosaki
https://www.facebook.com/RobertKiyosaki/
Twitter: @TheRealKiyosaki
https://twitter.com/theRealKiyosaki
Instagram: @TheRealKiyosaki
https://www.instagram.com/therealkiyosaki/
https://wn.com/Master_The_Six_Basic_Rules_Of_Investing_–_Robert_Kiyosaki
If you’re facing a windfall in new money, now is the perfect time to put into place the rich dad fundamental: invest in cash-flowing assets.
But in order to do that, you need to understand the investing fundamentals. In this video, we give you the six basic rules of investing to master, taught to me by my rich dad.
Learning and mastering the rules of investing takes a life-long investment in financial education. But these basics will get you started. Where you go from here is up to you.
If you want to put these rules into action, I strongly encourage you to read my blog: http://bit.ly/2RlBVpr and play CASHFLOW the Board Game: http://bit.ly/32lbrIs
#robertkiyosaki #richdadpoordad #financialeducation
https://www.richdad.com/
Facebook: @RobertKiyosaki
https://www.facebook.com/RobertKiyosaki/
Twitter: @TheRealKiyosaki
https://twitter.com/theRealKiyosaki
Instagram: @TheRealKiyosaki
https://www.instagram.com/therealkiyosaki/
- published: 25 Feb 2020
- views: 2771019