The Complete Direct Investing Handbook

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The Complete Direct Investing Handbook

Author : Kirby Rosplock
Publisher : John Wiley & Sons
Page : 417 pages
File Size : 44,7 Mb
Release : 2017-05-02
Category : Business & Economics
ISBN : 9781119094722

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The Complete Direct Investing Handbook by Kirby Rosplock Pdf

The practical guide to direct investing strategies and best practices The Complete Direct Investing Handbook provides comprehensive guidelines, principles and practical perspectives on this increasingly attractive private equity investment strategy. Interviews with leading family office investors, qualified private equity buyers, and top direct investing advisors provide essential insights, and attention to the nuanced processes of direct investing. The books is a hands-on resource for family offices and those investors interested in generating returns through private company ownership to be more effective in creating returns in a complex market. Direct investing best practices are explored in-depth, with guidance on strategy and the evaluation and assessment of various investment opportunities. The process begins with a codified and specific investment goal, and a robust strategy tailored to the investor's individual needs. Useful insight on 'narrowing the field' helps investors select the appropriate opportunities to meet their investment goals, and practical tools help streamline the process of capital deployment and in turn providing more opportunities to achieve desired returns. Despite the growing interest in direct investing, there is little public information available to investors and there is a lack of transparency into practical standards. This book bridges the gap between strategy and execution, with comprehensive guidance and real-world insights. Define and craft a focused investment thesis and appropriate timeline specific to your needs Identify the right type, size, duration, and risk profile aligned to your investment objectives Gain perspective on real-world direct investing and a deeper understanding of the risks and rewards Better understand best practices and institutional investment rigor to develop bespoke processes and policies that create better outcomes for independent investors Historically, extraordinary wealth has been created through equity in privately-held enterprise. Today, family offices and direct investors are looking more and more toward large capital deployment in early-stage and growth-oriented private equity investments, but are constrained by a lack of informed, established practices. The Complete Direct Investing Handbook provides the much-needed guidance and tools that can improve direct investment outcomes.

The Complete Direct Investing Handbook

Author : Kirby Rosplock
Publisher : John Wiley & Sons
Page : 373 pages
File Size : 48,5 Mb
Release : 2017-05-15
Category : Business & Economics
ISBN : 9781119094715

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The Complete Direct Investing Handbook by Kirby Rosplock Pdf

The practical guide to direct investing strategies and best practices The Complete Direct Investing Handbook provides comprehensive guidelines, principles and practical perspectives on this increasingly attractive private equity investment strategy. Interviews with leading family office investors, qualified private equity buyers, and top direct investing advisors provide essential insights, and attention to the nuanced processes of direct investing. The books is a hands-on resource for family offices and those investors interested in generating returns through private company ownership to be more effective in creating returns in a complex market. Direct investing best practices are explored in-depth, with guidance on strategy and the evaluation and assessment of various investment opportunities. The process begins with a codified and specific investment goal, and a robust strategy tailored to the investor's individual needs. Useful insight on 'narrowing the field' helps investors select the appropriate opportunities to meet their investment goals, and practical tools help streamline the process of capital deployment and in turn providing more opportunities to achieve desired returns. Despite the growing interest in direct investing, there is little public information available to investors and there is a lack of transparency into practical standards. This book bridges the gap between strategy and execution, with comprehensive guidance and real-world insights. Define and craft a focused investment thesis and appropriate timeline specific to your needs Identify the right type, size, duration, and risk profile aligned to your investment objectives Gain perspective on real-world direct investing and a deeper understanding of the risks and rewards Better understand best practices and institutional investment rigor to develop bespoke processes and policies that create better outcomes for independent investors Historically, extraordinary wealth has been created through equity in privately-held enterprise. Today, family offices and direct investors are looking more and more toward large capital deployment in early-stage and growth-oriented private equity investments, but are constrained by a lack of informed, established practices. The Complete Direct Investing Handbook provides the much-needed guidance and tools that can improve direct investment outcomes.

The Complete Family Office Handbook

Author : Kirby Rosplock
Publisher : John Wiley & Sons
Page : 480 pages
File Size : 41,8 Mb
Release : 2020-11-05
Category : Business & Economics
ISBN : 9781119694090

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The Complete Family Office Handbook by Kirby Rosplock Pdf

Discover new insights on how to setup, manage, and advise wealthy families and their family offices The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition represents the newest update to an essential series. This book prepares the members of wealthy families to collectively manage, sustain, and grow their wealth across multiple generations. It also assists professionals who advise families to better serve their needs. This book teaches those who advise family offices and wealthy families on: · How to setup, structure, and advise a family office · Current compliance, fiduciary and risk management practices for a family office · Forward-thinking investment management, estate planning, and private trust company considerations · Fresh insights on philanthropy, legacy, and impact investing · Best practices to managing family wealth education and preparing next generation owners · New insights on family governance, strategic planning, and succession · Methods to create a family constitution, mission, and vision for families and their family offices. The Complete Family Office Handbook provides the most comprehensive, current research, practical guidance, and approaches from leading family offices from around the globe and illustrates, by way of practical case studies and examples, how families can effectively manage their wealth for the long term.

The Value of Simple 2nd Ed.

Author : John Robertson
Publisher : Blessed by the Potato Publishing
Page : 220 pages
File Size : 46,9 Mb
Release : 2018-02-02
Category : Business & Economics
ISBN : 9780987818942

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The Value of Simple 2nd Ed. by John Robertson Pdf

The Moneypaper Guide to Direct Reinvestment Plans

Author : Vita Nelson
Publisher : Temper of the Times Communications
Page : 224 pages
File Size : 41,5 Mb
Release : 2006-12-01
Category : Corporations
ISBN : 0966154509

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The Moneypaper Guide to Direct Reinvestment Plans by Vita Nelson Pdf

The Moneypaper's Guide to Direct Investment Plans is the most complete listing of company-sponsored direct investment plans in the world today. The Guide lists more than 1,000 DRIP plans and gives complete details on each plan's components, including plans offering discounts, minimum/maximum investments accepted, investment frequency and dates, transfer agents and phone numbers, service fees, commissions, and shares needed to qualify. In short, the reader gets the full prospectus details for every company-sponsored plan available. Plus, the Guide contains a step-by-step procedure for opening a DRIP account, and valuable information about taxes, inheritance, foreign accounts, and more. DRIP investing will help any investor establish a secure, diversified portfolio of high-quality stocks. This Guide is an indispensable tool to help get that done.

Investing Without a Silver Spoon

Author : Jeffrey Michael Fischer,David Gardner
Publisher : Unknown
Page : 460 pages
File Size : 48,5 Mb
Release : 1999
Category : Business & Economics
ISBN : 189254704X

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Investing Without a Silver Spoon by Jeffrey Michael Fischer,David Gardner Pdf

The manager of The Motley Fool's Dividend Reinvestment Plan portfolio explains why direct investing is a cost-effective method for investors of all levels.

Guide To Direct Investing In Oil & Gas

Author : Kenneth M. Morris
Publisher : Lightbulb Press, Inc.
Page : 27 pages
File Size : 52,9 Mb
Release : 2010
Category : Finance, Personal
ISBN : 9781933569369

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Guide To Direct Investing In Oil & Gas by Kenneth M. Morris Pdf

Guide to Understanding Direct Investments

Author : Virginia B. Morris,Kenneth M. Morris
Publisher : Lightbulb Press, Inc.
Page : 27 pages
File Size : 45,5 Mb
Release : 2005
Category : Electronic
ISBN : 9780976474913

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Guide to Understanding Direct Investments by Virginia B. Morris,Kenneth M. Morris Pdf

The Family Office

Author : William I. Woodson,Edward V. Marshall
Publisher : Columbia University Press
Page : 335 pages
File Size : 48,7 Mb
Release : 2021-08-10
Category : Business & Economics
ISBN : 9780231553711

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The Family Office by William I. Woodson,Edward V. Marshall Pdf

Family offices are private organizations that assume the daily administration and management of a wealthy family’s personal and financial affairs. Historically, these repositories of great wealth were shrouded in secrecy, their activities conducted behind closed doors. Recently, family offices have acquired a considerably higher public profile: they represent a mere 7 percent of the world’s ultra-high-net-worth population—yet control a staggering 50 percent of the wealth. As only a select few families now hold a disproportionate amount of global wealth, there are significant social implications to how such assets are managed and used. This book provides an insider’s view for anyone looking to understand family offices and how to best serve and advise them. The veteran practitioners William I. Woodson and Edward V. Marshall offer a thorough guide to family offices: why wealthy families create them, what they do, and how to manage them effectively. They present these insights through a series of problem-based learning cases that follow a single family’s journey from the time of a significant liquidity event; through the creation, staffing, and management of their family office; and on to its succession. Each case study is supported by detailed background reference material. The cases and background materials are drawn from the authors’ practical knowledge, network of industry experts, and experience advising family offices large and small. They shed light on the unique issues that ultrawealthy families face and the solutions they adopt to address them throughout the life cycle of a family office. This book is the definitive resource for practitioners and students, as well as family principals, advisers, service providers, and all others who engage with the world of family offices.

Investing in Oil and Gas (Sixth Edition)

Author : Mike May
Publisher : Createspace Independent Publishing Platform
Page : 406 pages
File Size : 52,7 Mb
Release : 2017-12-28
Category : Electronic
ISBN : 1983409014

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Investing in Oil and Gas (Sixth Edition) by Mike May Pdf

This is a book about investing in oil and gas wells in the United States. (Sixth Edition)

Inside Private Equity

Author : James M. Kocis,James C. Bachman, IV,Austin M. Long, III,Craig J. Nickels
Publisher : John Wiley & Sons
Page : 292 pages
File Size : 46,7 Mb
Release : 2009-04-20
Category : Business & Economics
ISBN : 9780470421895

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Inside Private Equity by James M. Kocis,James C. Bachman, IV,Austin M. Long, III,Craig J. Nickels Pdf

Inside Private Equity explores the complexities of this asset class and introduces new methodologies that connect investment returns with wealth creation. By providing straightforward examples, it demystifies traditional measures like the IRR and challenges many of the common assumptions about this asset class. Readers take away a set of practical measures that empower them to better manage their portfolios.

The Complete Family Office Handbook

Author : Kirby Rosplock
Publisher : John Wiley & Sons
Page : 432 pages
File Size : 51,8 Mb
Release : 2014-01-28
Category : Business & Economics
ISBN : 9781118367308

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The Complete Family Office Handbook by Kirby Rosplock Pdf

Everything you need to know for successful wealth management for families Although the family office concept is not new, it is a phenomenon that is changing the wealth management landscape. With celebrities and business moguls, investment gurus and family business icons establishing private wealth management advisory firms, more and more individuals are asking what exactly is a family office and how does it operate? Family offices either serve one family exclusively or typically manage the wealth of a number of affluent families. If you’re like most families and advisors, you’re familiar with family offices, but may not know exactly how they work or why the family office is right for you or your clients. Dr. Kirby Rosplock, an expert on the family office concept, provides insights to some of the most common questions and even misperceptions in this handbook. The Complete Family Office Handbook explains how family offices operate, who should consider forming or joining one, and how to craft and set up a structure, purpose and vision for the office that fully serves a family’s particular needs and investment goals. Whether you’re a wealth creator, a member of a wealthy family considering forming or joining a family office, or a professional contemplating a career in this growing segment of the wealth management industry, this comprehensive guide provides insights to some of the most common questions and misperceptions.

A Beginner's Guide to High-Risk, High-Reward Investing

Author : Robert Ross
Publisher : Simon and Schuster
Page : 256 pages
File Size : 42,7 Mb
Release : 2022-05-10
Category : Business & Economics
ISBN : 9781507218242

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A Beginner's Guide to High-Risk, High-Reward Investing by Robert Ross Pdf

Make the best choices for your money and earn big with this guide to high-risk, high-reward investment strategies including options trading, investing in meme stocks, and the business of cryptocurrency. Your favorite sites are filled with the latest investment trends and stories of other people making bank by making smart moves in the market. But how can you get your own share of the wealth? A Beginner’s Guide to High-Risk, High-Reward Investing can help you make sense of trends, from short selling to cryptocurrency and “meme stock,” breaking down the buzzwords to give you hard facts about the opportunities and risks of fringe investment strategies. With advice from expert Robert Ross, this easy-to-follow investing guide gives you everything you need to determine which high-risk, high-reward investment strategies are the best fit for your portfolio.

Smarter Investing in Any Economy

Author : Michael J. Carr
Publisher : Traders Press
Page : 228 pages
File Size : 40,5 Mb
Release : 2008
Category : Business & Economics
ISBN : 1934354058

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Smarter Investing in Any Economy by Michael J. Carr Pdf

This book is about letting the little guy do what the big guy has always done. Hedge funds, pension funds, and other institutions have always used relative strength investing to rack up big returns, yet the methodology has never been presented to the individual investor as a viable, easy-to-understand investment strategy, as it is in this book.

A Practitioner's Guide to Asset Allocation

Author : William Kinlaw,Mark P. Kritzman,David Turkington
Publisher : John Wiley & Sons
Page : 259 pages
File Size : 44,9 Mb
Release : 2017-05-02
Category : Business & Economics
ISBN : 9781119402428

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A Practitioner's Guide to Asset Allocation by William Kinlaw,Mark P. Kritzman,David Turkington Pdf

Since the formalization of asset allocation in 1952 with the publication of Portfolio Selection by Harry Markowitz, there have been great strides made to enhance the application of this groundbreaking theory. However, progress has been uneven. It has been punctuated with instances of misleading research, which has contributed to the stubborn persistence of certain fallacies about asset allocation. A Practitioner's Guide to Asset Allocation fills a void in the literature by offering a hands-on resource that describes the many important innovations that address key challenges to asset allocation and dispels common fallacies about asset allocation. The authors cover the fundamentals of asset allocation, including a discussion of the attributes that qualify a group of securities as an asset class and a detailed description of the conventional application of mean-variance analysis to asset allocation.. The authors review a number of common fallacies about asset allocation and dispel these misconceptions with logic or hard evidence. The fallacies debunked include such notions as: asset allocation determines more than 90% of investment performance; time diversifies risk; optimization is hypersensitive to estimation error; factors provide greater diversification than assets and are more effective at reducing noise; and that equally weighted portfolios perform more reliably out of sample than optimized portfolios. A Practitioner's Guide to Asset Allocation also explores the innovations that address key challenges to asset allocation and presents an alternative optimization procedure to address the idea that some investors have complex preferences and returns may not be elliptically distributed. Among the challenges highlighted, the authors explain how to overcome inefficiencies that result from constraints by expanding the optimization objective function to incorporate absolute and relative goals simultaneously. The text also explores the challenge of currency risk, describes how to use shadow assets and liabilities to unify liquidity with expected return and risk, and shows how to evaluate alternative asset mixes by assessing exposure to loss throughout the investment horizon based on regime-dependent risk. This practical text contains an illustrative example of asset allocation which is used to demonstrate the impact of the innovations described throughout the book. In addition, the book includes supplemental material that summarizes the key takeaways and includes information on relevant statistical and theoretical concepts, as well as a comprehensive glossary of terms.