Search for: "PORTFOLIO ONE, LLC"
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31 Mar 2012, 8:17 pm
In written communications to clients containing a model fund portfolio comprised of mutual funds approved by his member firm, Bush failed to include: adequate risk disclosures, statements indicating that projections were created with the benefit of back-testing and hindsight, and any indication that Bush was associated with the firm. [read post]
29 Mar 2012, 8:39 pm
On March 26, 2012, Technology Properties Limited LLC (“TPL”) filed a complaint requesting that the ITC commence an investigation pursuant to Section 337. [read post]
26 Mar 2012, 7:23 am
Kravitz then sent the client a year-end account portfolio statement listing the fake real estate investment. [read post]
22 Mar 2012, 2:45 pm
Underwritten in 2007, by August of 2008, according to Fitch as reported by Reuters, “96.8% of the portfolio [was] rated below investment grade, including 89.2% of the portfolio rated ‘CCC+’ or below. [read post]
21 Mar 2012, 7:52 am
According to the company’s press release announcing the name change, the Retail Properties of America is one of the country’s largest owners and operators of shopping centers with a retail operating portfolio of 259 properties with approximately 34,649,000 square feet of gross leasable space across 35 states, and the “new name more accurately reflects the geographic reach of the Company’s portfolio. [read post]
20 Mar 2012, 6:03 pm
Of the 100 organizations in the Omidyar Network portfolio of organizations that harness the power of markets to catalyze broad, positive social impact, only one is a benefit corporation, one is toying with the idea of spinning off a hybrid, and a couple are merely thinking about it. [read post]
8 Mar 2012, 11:42 am
A method of creating a real estate investment instrument adapted for performing tax-deferred exchanges comprising: aggregating real property to form a real estate portfolio; encumbering the property in the real estate portfolio with a master agreement; and creating a plurality of deedshares by dividing title in the real estate portfolio into a plurality of tenant-in-common deeds of at least one predetermined denomination, each of the plurality of deedshares… [read post]
7 Mar 2012, 9:00 am
All Content © 2003-2012, Portfolio Media, Inc. [read post]
6 Mar 2012, 8:33 am
The money invested in the annuity is invested in “subaccounts” and the remaining income payments vary depending on the performance of the managed portfolio. [read post]
6 Mar 2012, 8:33 am
Variable annuities are also high commission products, which is why these products are often at the heart of SEC investigations like the one discussed above. [read post]
6 Mar 2012, 7:45 am
MercExchange LLC, 547 U.S. 388 (2006). [read post]
29 Feb 2012, 11:34 am
Torsal subsequently transferred the Motorola patent to Antozskij Research LLC, which merged with Intellectual Ventures I LLC earlier this month. [read post]
27 Feb 2012, 8:10 pm
American Master Lease, LLC (Fed. [read post]
27 Feb 2012, 8:29 am
American Master Lease, LLC. [read post]
25 Feb 2012, 3:13 pm
Investors’ capital is pooled by REITs to buy a portfolio of properties. [read post]
14 Feb 2012, 12:39 pm
Whitman, the head portfolio manager at Whitman Capital, LLC, related to alleged insider trading. [read post]
14 Feb 2012, 9:36 am
Accretive Health was formed as a “portfolio company” of Accretive, LLC, a private equity fund, and acts as a business associate to two Minnesota hospitals by providing debt collection, treatment coordination and revenue cycle operations management services. [read post]
12 Feb 2012, 5:46 am
According to court documents and court proceedings, on or about December 2007, Martin formed Queen Shoals Consultants, LLC (QSC) in North Carolina. [read post]
10 Feb 2012, 12:46 pm
San Diego - This week a court in San Diego ruled against CareFusion in its patent infringement lawsuit against Sigma International General Medical Apparatus, LLC. [read post]
6 Feb 2012, 10:45 am
According to a recent release from the Securities and Exchange Commission (SEC), they have “charged the holding company for one of Florida’s largest banks and its top executive with misleading investors about growing problems in one of its significant loan portfolios early in the financial crisis. [read post]
