Cobalt

NOVEMBER 2, 2022

From 1999-2007, the Total Value of the region was almost exclusively tied to the NAV of the underlying funds. The information contained in this blog post is not legal, tax, or investment advice. This marks the first time since 2018 that both cash flows were in line, as distributions rose steadily throughout the 2010’s.

Venture Capital 52

Venture Capital Legal Liabilities Taxes 52

Cobalt

JUNE 14, 2023

The overall private market investment cycle is characterized by higher contributions during and following recessionary events (2000-2003, 2007-2010) and higher distributions immediately after the recovery (2004-2005, 2011-2018). The information contained in this blog post is not legal, tax, or investment advice.

Buyout 52

Buyout Legal Liabilities Taxes 52

Cobalt

MARCH 18, 2024

Surprisingly, the largest LP commitment sizes by investment type swapped, with credit having the larger average for nearly a decade between 2007 and 2017. The information contained in this blog post is not legal, tax, or investment advice. This blog post is for informational purposes only.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

Cobalt

MARCH 8, 2023

While returns would quickly climb, the y remained suppressed going into the Great Financial Crisis (2007-2008). The information contained in this blog post is not legal, tax, or investment advice. Buyout has shown incredible consistency in and out of recession, and will on average yield a positive—but not highest—return.

Buyout 52

Buyout Venture Capital Investment Horizon Legal 52

Cobalt

MAY 3, 2023

In 2006, the chart show s some large returns relative to the average , culminating in a massive return spike in 2007. The information contained in this blog post is not legal, tax, or investment advice. However, there are noticeably larger , positive returns in the lead – up to the inflection point in 2008.

Legal 52

Legal Liabilities Taxes Assets 52

The Motley Fool

SEPTEMBER 14, 2023

Collateralized loan obligations from the Great Recession of 2007-2009, part of it is what causes the booms and busts. You get a bust, like we saw, for example, in the housing crisis in 2007-2009. What is legally called the fiduciary standard. William Bernstein: Exactly. Loans start becoming much safer.

Investors 130

Investors Financing Finance Banks 130

The Big Picture

AUGUST 8, 2022

So, until the financial crisis of 2007 and 2009 or however you go — you actually time it, I was in this finance bubble. ADMATI: And so, now, that’s my current interest, which is the corporation, as a legal person, they are not a set of assets owned by shareholders. So, that was that and then comes the financial crisis.

Banks 81

Banks Debt Financing Finance 81

Pension Pulse

MAY 8, 2023

Independent Clinical Services, a company owned by Blackstone, was founded to have evaded £3 million in taxes in 2012 alone, the letter said. In 2007, Taylor won the $1.5M In the letter, the signees accused The Blackstone Group of contributing to the global housing crisis and deforestation in the Amazon.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

The Big Picture

JULY 11, 2023

I could do my own taxes. JOHNSON: Exactly, the tax… RITHOLTZ: The negative on a mutual fund is phantom taxes. We love the product and our clients have found it to be tremendously useful in terms of managing and offsetting capital gain taxes. And then when you’re old, it’s like, whatever it costs.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Financing 88

The Big Picture

MAY 9, 2023

So how do you then go from tax and audit practice to finance and investing? If I’d moved to Hong Kong, I think it would have looked like a fairly self-serving tax trade. And what I found was it was just a phenomenal training ground for somebody who wants to then go on to invest, especially doing more micro-level analysis.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Big Picture

FEBRUARY 6, 2024

You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. This is the first time they’re putting out a product for retail. Really fascinating guy.

Mutual Funds 52

Mutual Funds Financing Finance Assets 52

The Motley Fool

JULY 27, 2023

First introduced in 2007, barely more than 15 years ago, it was hard to know at the time how it would reinvent the relationship between humans and technology, allowing us to not only make phone calls, but also stream movies, pay our bills or even airdrop pictures from one phone to another. Take the iPhone, for example. year over year.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Assets Banks Hedge Funds 100

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. Barry Ritholtz : 00:06:24 So how do you, how do you shift from m and a legal work to structuring derivatives at Goldman?

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Big Picture

AUGUST 15, 2023

SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. So for a taxable investor, hedge funds generally aren’t tax efficient. This is the summer of 2007. RITHOLTZ: 2007. So back in 2007. SEIDES: Yeah.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

Pension Pulse

JULY 4, 2023

It has faced accusations of “asset stripping” and “ripping off the taxpayer” by not paying corporation tax. And will pay a reduced tax rate on that.” billion adding: Macquarie has a reputation for being focused on profit and tax minimization. says Ludovic Phalippou at Oxford’s Saïd Business School. A bailout is posited.

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

The Motley Fool

FEBRUARY 18, 2025

The robotic riser bolting system automates the riser joint connection process, one of the most taxing and hazardous activities we perform offshore. Farther East, more programs are beginning to materialize in Australia for late 2026 and 2007. Cash taxes for the year are forecasted to be between $65 million and $70 million.

Assets 147

Assets Legal Taxes Capital 147

The Big Picture

MARCH 12, 2024

That includes all of its changes in its property taxes, it’s, it’s depreciable life for the improvements of the assets. Over time, the home ownership rate’s grown to sort of mid sixties and bobble around it got really, really high when we were giving away mortgages in 2007. And this is proprietary data.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Big Picture

NOVEMBER 21, 2023

’cause it’s a pretty wild ride, starting with, you’re working with Peter Legal of Forest River that’s later sold to, to Warren Buffet and, and Berkshire Hathaway’s, but you’re operating as his chief of staff. 00:03:23 And there was a, a gentleman I got introduced to named Pete Legal. So I had a job.

Hedge Funds 98

Hedge Funds Venture Capital Startups Capital 98

The Motley Fool

JANUARY 19, 2025

birth rate is at a historic low and has declined by 17% since 2007. payroll tax , which is the primary funding mechanism for Social Security. In the mid-1980s, around 90% of all earned income was subject to the payroll tax. But as of 2023, only 83% of earned income was subject to this tax. For example, the U.S.

Taxes 246

Taxes Legal Assets Funds 246

The Big Picture

AUGUST 23, 2022

What he explained was that after we had liquidated all of our holdings in Russia in the previous year when we got all our money out, we had a profit of a billion dollars and on that profit of a billion dollars, we paid to the Russian government $230 million of capital gains taxed. It was the largest tax refund in the history of Russia.

Legal 128

Legal Banks Law Firms Taxes 128

The Motley Fool

FEBRUARY 23, 2025

Sign Up For Free ChargePoint continues to bleed cash Founded in 2007, ChargePoint has grown into one of the largest charging networks in the world, with a significant presence across the United States and Europe. The tax credit has been integral in driving the adoption of EVs and charging infrastructure. Start Your Mornings Smarter!

Taxes 217

Taxes Legal Shareholders Funds 217