Mr. Money Mustache

JANUARY 29, 2021

The problem: I didn’t have anywhere near $400,000 sitting in my checking account, and I did not want to sell a bunch of shares and trigger capital gains taxes (which in my case would be at least $60,000), just for this short term project. The way a margin account can work, if you’re careful. I’m a good friend, but not that good.

Taxes 53

Taxes Collateral Stock Market Stock Market 53

The Motley Fool

JULY 25, 2024

We have relationships with sellers who trust us to close on time and take care of their customers, and we have special tools like Pyro, which is our proprietary patented AI system, which we use for document extraction and classification, and this gives us a major advantage in due diligence, negotiations and onboarding.

Leveraging 130

Leveraging Capital Assets Amortization 130

Sara Grillo

MAY 8, 2023

Now… indexed universal life insurance is where a carrier takes a universal life product (as described above) and instead of paying a crediting rate to the policyholder (as they would in a fixed universal life policy), they take those earnings out of their general account and go out and buy call options. What is AG49?

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

Blackstone

NOVEMBER 16, 2023

Those managers experienced in due diligence with sufficient scale to build out funds with higher-quality collateral and low leverage in defensive sectors may be able to provide a better cushion. 12 Of course, not all private credit is created equal, as Jon discusses below. © 2023 Lincoln Partners Advisors LLC.

Leveraging 52

Leveraging Banks Debt Leveraged Buyouts 52

The Big Picture

JANUARY 24, 2023

And the investment bankers at that time were just — every time we went to a meeting on due diligence, is this a good company or not, all they wanted to do was talk about the fee splits. KLINSKY: Why would I take more than the value of the accounts receivables. So I’m proud of our role in it. KLINSKY: Right, right.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Pension Pulse

NOVEMBER 10, 2023

The Fund, which includes the combination of the base CPP and additional CPP accounts, achieved a 10-year annualized net return of 9.6%. Returns were offset by losses in fixed income due to continued high interest rates and weak performance in public equities as global markets declined. For the quarter, the Fund’s net return was 0.1%.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

NOVEMBER 25, 2024

Somehow no one in due diligence ever asked them about any of this. And not being able to tell them or show them makes it harder for them to do due diligence to understand how it may have behaved. And by and by the agreement, I wasn’t, I wasn’t even supposed to be in the equation at all. No one knew who I was.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

Pension Pulse

MARCH 12, 2025

The 2024 funded status takes into account some important initiatives brought in during the year that improved members pensions:the HOOPP Board of Trustees approved a benefit formula improvement for eligible active members who had service in the Plan in 2023, and retired and deferred members received a full cost of living adjustment (COLA).

Liabilities 59

Liabilities Pension Funds Assets Hedge Funds 59