Donald Trump’s surprising ascent to president of the United States has brought many unexpected effects to the financial markets. Ironically, one has been a rapid increase in interest and adoption of impact investing and other types of values-based investing. Impact investing, or values-based investing, is a type of investing that helps people and/or organizations align
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As part of the Tax Cuts and Jobs Act, Congress enacted two companion provisions designed to encourage investment and economic growth in certain low-income communities. First, Sec. 1400Z-1 paved the way for nearly 9,000 such low-income communities to be designated as “qualified opportunity zones” (QOZs). In turn, Sec. 1400Z-2 offers three federal income tax incentives
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A presentation by billionaire co-founder of private equity firm TPG Capital, James Coulter. In this presentation, Jim analyses four markets that he sees investment potential in and breaks down what he looks for in each industry before he invests. Jim also talks about the history of multiple sectors and reaching punctuated equilibrium. Like if you
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Check out the companies making headlines after the bell: Shares of Whirlpool soared as much as 9% in extended trading Monday following the release of the home appliance company’s mixed first-quarter earnings. Whirlpool posted earnings per share of $3.11 on revenue of $4.76 billion. Wall Street estimated earnings per share of $2.86 on revenue of
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Mirabella, under construction at Arizona State University, represents among the latest in the growing popularity of “University Based Retirement Communities” or “UBRCs” Pacific Retirement Services The U.S. population continues aging towards a “Silver Tsunami,” with the first of nearly 80 million Boomers now entering their early 70s, and nearly 10,000 of their subsequent cohort turning
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Social Security may be one of your largest assets. What and when you collect will make a huge difference to your lifetime benefits. Today’s column addresses whether to file and suspend before filing for spousal benefits, when divorced spousal benefits can be available, when spousal benefits become available, the calculation of divorced spousal benefits and
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I recently interviewed Ryan Simonetti co-founder and CEO of Convene. What I loved about the Convene model is that it displays the core element to transformation – taking one industry model and transplanting it into a related but different industry … in this case incorporating hotel concierge services into commercial real estate. Convene has quickly
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A interview with billionaire debt investor and founder of Oaktree Capital Management, Howard Marks. In this interview, Howard discusses where we are in the market and they likelihood of a recession coming. Howard also talks about ETFs, FAANG stocks and President Donald Trump. ? Books by Howard Marks and his favourite books are located at
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Kraft Heinz’s Bernardo Hees is the latest CEO to announce his exit from a food company, as the industry goes through unprecedented turnover and challenges. The parade of departures includes Kellogg’s John Bryant, Mondelez International‘s Irene Rosenfeld and Campbell Soup‘s Denise Morrison. When Morrison left last May, she capped a streak of 15 CEO departures
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China’s Luckin Coffee on Monday filed for an initial public offering with the U.S. Securities and Exchange Commission. The coffee chain, which intends to list under the symbol “LK” on the Nasdaq, set a placeholder amount of $100 million to indicate the size of the IPO, a filing with the regulator showed. The size of
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