Category: Stocks and Bonds

  • Sustainable, Responsible, Impact Investing

    Survey: SRI Financial Professionals Managing 100% Fossil Fuel Free Portfolios more than Doubled in Three Years [box]4th Annual SRI Conference Poll on Fossil Fuel Divestment Finds Fossil-Fuel Free Investing Continues to Attract More Retail and Institutional Investor Interest.[/box] NEW YORK CITY AND COLORADO SPRINGS – May 5, 2016 – For the first time ever, more…

  • Zombie Companies Don’t Have to Haunt Angel Investors

    Tech Coast Angels Create Lost Causes Fund So Members Can Capture Tax Loss IRVINE, Calif. — May 6, 2016 – Tech Coast Angels has launched an innovative way in which the angel network can assist its members realize tax losses at Zombie companies (companies that have essentially shut down but have not dissolved). The new…

  • Chinese Tech Giant Kuang-Chi to Launch $300-Million Global Fund and Incubator in Israel

    May 1, 2016 /PRNewswire/ — Kuang-Chi, a Shenzhen-based technology conglomerate, is launching an international innovation fund based in Israel to invest offshore in companies worldwide. The “Kuang-Chi GCI Fund & Incubator” will be the first Chinese fund of its kind, combining investment in early to mid-stage Israeli and global companies with incubation by Kuang-Chi. The…

  • Self Directed IRA with Online Trading Platform

    A currently popular structure for the Self Directed IRA, is to be connected with an online trading platform: Do you know why income taken from your IRA in Thailand will be taxed? Online trading means with your self directed IRA you trade stocks, options, futures, Forex, bonds and funds on over 50 markets worldwide from…

  • Canada Pension Plan to Invest Offshore

    Canada Pension Plan Investment Board Invests EUR480 Million in the Mandatory Exchangeable Facility of LeasePlan TORONTO, ONTARIO–(Marketwired – March 30, 2016) – Canada Pension Plan Investment Board (CPPIB) announced today that its wholly owned subsidiary, CPPIB Credit Investments Inc., has completed the funding of EUR480 million in the Mandatory Exchangeable Facility of LeasePlan. This investment…

  • Pooled Income Funds for the Repatriation of Offshore Carried Interest

    Looking Over the Edge of the Cliff – The Use of Pooled Income Funds for the Repatriation of Offshore Carried Interest Overview The addition of IRC Sec 457A effectively ended the ability of investment managers to defer the tax recognition of the carried interest in the investment manager’s offshore fund. Under IRC Sec 457A, hedge…

  • Investor Education Contest

    Citizens in 11 states and the District of Columbia (DC) are eligible to participate in an investor education and protection program and contest taking place March 15-May 15, 2016. The DASH for the STASH program is being launched by state securities agencies and the nonprofit Investor Protection Institute. The Investor Protection Institute and participating state…

  • Chinese Stock Market Participation Report

    Chinese Stock Market Participation Low, Long-Term Investment Planning Needed [box size=”large”]Improved financial education resources needed in China to improve financial outlook[/box] COLUMBIA, Mo. – In the past two decades, the Chinese economy has undergone drastic reforms in an effort to compete more effectively on the international market. These reforms included the creation and proliferation of a…

  • Short Selling Maven Strikes Again

    Q: Your short selling maven activity has, on at least 3 occasions, made the front pages of the North American financial press. Twice to the front page of Barrons, the Wall Street Journal Company’s weekly. Do you expect to get any press now and how much of what is in the movie “The Big Short”…