Found 354 results for “portfolio” in 64ms

EFTA01407495.pdf PDF

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Subject: RE: Portfolio Protection Idea - SPX Puts Contingent on lOy USD Swap Rates [C] From: Stewart Oldfield Date: Mon, 13 Apr 2015 16:19:11 -0400 To: Paul Morris ‹ > Classification: Confidential I'm generally a fan of hybrid puts…

EFTA01433332.pdf PDF

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Subject: FW: Portfolio Protection Idea - SPX Puts Contingent on lOy USD Swap Rates [C] From: Paul Morris ‹ > Date: Mon, 13 Apr 2015 16:06:34 -0400 To: Stewart Oldfield ‹ > Classification: Confidential What do u think? Paul Morris Managing…

EFTA01366352.pdf PDF

DataSet-10 EFTA01366352 1 pg

approximately 2,948 private equity portfolio companies have been held for more than 5 years, with the median holding period increasing from an average of 3.6 years in 2007 to 6.1 years in 2014. 77 limited I icmidity…

EFTA01446602.pdf PDF

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Josh Thinloos is a Managing Director and Portfolio Manager in the Newport Beach office of PIMCO, where he focuses on interest rate derivatives. Prior to joining PIMCO in 2010, he was a Managing Director for the Royal Bank of Scotland…

EFTA01386272.pdf PDF

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AGP LP 519 Alpha Group Capital Paul Barrett Portfolio Construction • Disciplined approach to portfolio construction Stock Universe 1 I …

EFTA01374189.pdf PDF

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AGP LP 519 Alpha Group Capital Paul Barrett Portfolio Construction • Disciplined approach to portfolio construction Stock Universe 1 I …

EFTA01385928.pdf PDF

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27 March 2015 US Fixed Income Weekly In the portfolio managers survey conducted by Stone McCarthy Research Associates, the systematic reduction in overexposure to credit is even more pronounced. As of last week, portfolio managers have a tactical allocation of…

EFTA01386159.pdf PDF

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AGP LP 519 Alpha Group Capital Paul Barrett Portfolio Construction • Disciplined approach to portfolio construction Stock Universe 1 I …

EFTA01386823.pdf PDF

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RI N II • 094 Alpha Group Capital LLC The Portfolio Advisor will continue to screen for investment opportunities that meet the Eligibility Criteria and then prioritize them on a relative value basis with the aim of constructing an optimal Portfolio

EFTA01457189.pdf PDF

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27 March 2015 US Fixed Income Weekly In the portfolio managers survey conducted by Stone McCarthy Research Associates, the systematic reduction in overexposure to credit is even more pronounced. As of last week, portfolio managers have a tactical allocation of…

EFTA01374069.pdf PDF

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AGP LP 519 Alpha Group Capital Paul Barrett Portfolio Construction • Disciplined approach to portfolio construction Stock Universe 1 I …

EFTA01430442.pdf PDF

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Deutsche Asset & Wealth Management CIO Strategies Globally diversified multi-asset class portfolios 1Q15 Paul Morris Managing Director Private Banker Paul Bartilucci Managing Director Portfolio Manager Stewart Oldfield Director Private Banker Michael J. Driscoll Director Portfolio Manager For one-on-one…

EFTA01367896.pdf PDF

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Deutsche Asset & Wealth Management OO Strategies Globally diversified multi-asset class portfolios Our Investment Management Philosophy Our Investment Management Approach Provide our clients with strong risk-adjusted retu…

EFTA01446856.pdf PDF

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The companylies) mentioned in this document may be members of a Deutsche Bank Absolute Return Ideas Portfolio, details of which can be found at http://equities.research.db.com The information found at these links is intended only for the…

EFTA02108836.pdf PDF

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To: Michael Fowle From: Lesley Groff Sent Tue 4/22/2014 4:15:27 PM Subject: Re: ATorus Daily Portfolio Report - 4/18 had a great vaca! and will ask JE re a call... thanks On Apr 22, 2014, at…

EFTA01461342.pdf PDF

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The companylies) mentioned in this document may be members of a Deutsche Bank Absolute Return Ideas Portfolio, details of which can be found at http://equities.research.db.com The information found at these links is intended only for the…

EFTA01364441.pdf PDF

DataSet-10 EFTA01364441 1 pg

For Key Client Partner Clients or Distribution. Deutsche Bank Wealth Management Risk Premia Investment Overviev: Multi-Asset Class 5% Target Volatility Portfolio Past Performance The past performance of securities, indexes or other …

EFTA01364386.pdf PDF

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For Key Client Partner Clients or Distribution. Deutsche Bank Wealth Management Risk Premia Investment Overviev: Multi-Asset Class 5% Target Volatility Portfolio Past Performance The past performance of securities, indexes or other …

EFTA01364466.pdf PDF

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For Key Client Partner Clients or Distribution. Deutsche Bank Wealth Management Risk Premia Investment Overviev: Multi-Asset Class 5% Target Volatility Portfolio Past Performance The past performance of securities, indexes or other …

EFTA01932832.pdf PDF

DataSet-10 EFTA01932832 2 pg

To: Jeffre E steinfieevacation©gmail.com] From: Sent: Thur 3/6/2014 10:02:03 AM Subject: Bruce Galloway Bruce Gallowavresume.doc Model Portfolio-NN.wk20140228.xlsx Track Record2013-FEB2014.xlsx Sent from my iPhonc Begin fonvarded message: From: Bruce Galloway…

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