We are a tax consulting and company formation firm located offshore in the sunny, tax free Bahamas since 1990. I've formed over 1,030 Bahamian IBCs and 360 Anguilla IBCs since 1990. ◾Anguilla is a UK overseas territory with same tax status as Cayman Islands. ◾All the money and technology to create their offshore registration services came out of London. ◾Anguilla was one of the very first tax havens that adopted an online registry service. ◾QEII is the head of State. ◾Got questions? email email@example.com The Caribbean tax havens have grown to rival New York and London as a place to hold family assets, and the US FET is one reason why there are so many offshore companies there. 480,000 IBCs in BVI; 100,000 “exempt companies” in Cayman; 45,000 IBCs in the Bahamas; 30,000 cos in Bermuda 25,000 IBCs in Anguilla None of the Caribbean (tax) havens levy an estate tax. https://www.linkedin.com/pulse/federal-estate-tax-chart-below-shows-exemptions-us-citizens-havens Nobody is much interested in tax avoidance any more, so I'm posting Tom's Fishing Gallary pictures instead http://bahamasbahamas.com/images/gallery.html Personal info here https://www.linkedin.com/profile/preview?locale=en_US&trk=prof-0-sb-preview-primary-button and PFIC / FATCA info for planners https://www.linkedin.com/pulse/new-irs-form-8938-created-fatca-2010-can-filing-avoided-tax-havens?trk=prof-post JPMorgan/Chase writes on U.S. Estate taxation: "Because stock of a foreign corporation (in a no tax haven) is not subject to U.S. estate tax, holding U.S. situs assets through a foreign corporation constitutes a planning opportunity." http://www.jpmfinancialservices.com/images/PDFs/EstateTaxation.pdf https://www.linkedin.com/profile/preview?locale=en_US&trk=prof-0-sb-preview-primary-button
The Yale Economic Review (YER), established in 2005, is a bi-annual journal of popular economics that reports on developments in economics to a broad audience. The YER is not a peer-reviewed academic journal; rather, it aims to fill the gap between the technical content in traditional academic journals and the sporadic coverage of economics in the popular press. The YER is distributed to students and faculty at business schools, law schools, policy schools, and economics departments in the United States, as well as to a segment of a general audience. It is also sold nationwide at Barnes & Noble, B. Dalton, and other newsstands and retail outlets. The journal is edited and managed by students from Yale College, Yale Graduate School of Arts and Sciences, and the Yale School of Management.
Each issue includes articles by academic economists and industry practitioners who want to reach a broader audience than academic journals could provide. The YER also synopsizes current economic research, reviews books, and offers other articles on pressing academic matters. Additionally, the YER carries interviews with leaders in finance, industry, public policy and academia. Recent interviewees include Nobel Laureates Robert J. Shiller of Yale University, Paul Samuelson of the Massachusetts Institute of Technology, and George Akerlof of the University of California, Berkeley; CEOs John Thain of the New York Stock Exchange and James P. Gorman of Morgan Stanley; Pulitzer Prize-winning author and energy expert Daniel Yergin of Cambridge Energy Research Associates; celebrity political and economic commentator Ben Stein; and UN Millennium Project Director Jeffrey Sachs of Columbia University.
We have held jobs & internships at various investment banks and have been researching markets personally. We have a diverse demographic of American and international students. In addition, many of us actively research micro-cap companies for the stock arm of our on-campus organisation. Many of us also run our own portfolios.
The Harvard Financial Analysts Club is a student run club dedicated to providing the Harvard student body with sound financial education programs and real-world investment experience. Our members are given a ground-up introduction to finance with a focus on internship and career preparation, and many have built up both buy and sell side experience at the world's top firms through summer internships. We seek to beat the market with fundamental analysis and rigorous research by our committed students and investment research teams.
The Harvard College European Business Group (EBG) is dedicated to providing the Harvard Student body with knowledge about the European business environment, economic climate, investment opportunities and politics affecting the business sector of Europe. Furthermore, the EBG seeks to give students the opportunity to explore different career paths in the region and to connect with representatives of leading companies from the continent in sectors such as finance, consulting, manufacturing and more. The EBG will also create a space where students with the same interests can meet and learn from each other. We will achieve our goals through organizing guest speaker events, discussions, seminars, conferences, social activities and through other channels.
Active Participation in managing personal investments since 2009 via equities. Expansion into options in 2011 and utilizing multiple tools to analyze portfolio allocation since 2014.
Scenario, Monte Carlo, and time series analysis tools to perform option valuations.
Formula driven investing, valuation, and opportunities to generate alpha and reduce beta.
University of Missouri and Columbia Area:
In 2010 began participation in student run Angel Investment Group, currently engineering consultant.
In 2014 participated in student managed Endowment Fund, as part of a class, materials and consumer discretionary analyst.
In 2012 helped found the University of Missouri Investment Group and assisted in re-establish in 2015-2016 school year.
PhD Candidate in Nuclear Engineering as of April 2016, anticipated graduation in December 2016.
Unique investment ideas, tips, strategies and insights from our team of editors: Brian Hicks (author of the bestselling book, Profit from the Peak), Christian DeHaemer, Ian Cooper, and Nick Hodge.
Always think long-term! I'm young and all the wisdom from advisors and teachers are, "get it while you're still young". Hopefully I can apply this both to my life and my investing. I am no expert by any chance and earn my living in the hard sciences doing research.
B.A. with Distinction; Cum Laude; Neuroscience (2015). Research experience in Neurology & Oncology. Primary interest in Biotechnology & Biopharmaceutical industries. Exploring the relationship between biomedical science, business, and finance.
Currently employed as an urban planner. Experienced environmental risk analyst. Began managing a portion of my investment portfolio in 2009 after studying Graham and Dodd, Fisher, Buffett, Greenblatt, Klarman, Price, and Lynch. I look forward to continuing to hone my equity and fund picking abilities until I leave this earth.
I am a CERTIFIED FINANCIAL PLANNER TM and current money manager. I specialize in value investing through researching 10-k's, q's, management etc. I also enjoy macro research as 50 years of unfettered credit creation will come to an end in our lifetime. The global central bank coordinated intervention will not sustain global markets forever. The consumer will forced to become a saver rather than one built on bubbles and loose credit. Deflation/ inflation are all possible scenarios. Rather than predict markets, I prefer to protect via ensuring a margin of safety and diligently calculating intrinsic values of core equity holdings.
Peter George Psaras, has been investing for over 40 years and has expertise in the following:
1) Quantitative Analysis
2) Qualitative Analysis
3) Macro Economic Analysis
4) Technical Analysis
5) Stock Market History
He is the CEO at Conservative Equity Investment Advisors, a registered investment advisor based in New York.
W. (Ed) Wijaranakula has been a portfolio manager for over 15 years. He has a Ph.D. in Electronic Materials and has worked with Intel, Taiwan Semiconductor, Texas Instruments, and other tech companies in the Silicon Valley, during his professional career. He was also involved with industry research projects at MIT, NC State and the University of Washington. His investment research expertise includes biotech, commodities and currencies. He has published over 600 articles and holds 12 U.S. and international patents.
I have an undergraduate degree and a graduate degree in the field of Sociology and am a life long "student." I learned about investing through observation as my father invested my grandfather's small nest egg before I was born when grandpa died in 1958. Dad invested in Growth and Income companies so that Grandma would not run out of money and would have an income. When she died in 1978 she was worth nearly $1 million with about 60% of that being Philip Morris as it had outperformed everything else by a wide margin. At 17 I inherited about $9,000 and kept it invested and benefited from the dividends for spending money while in college and graduate school, then I had money for a downpayment on a house in my mid 20's and kept the rest invested. I was mainly buy and hold but wasn't a fan of the tobacco industry so weaned off the PM for cash needs and also bought other stocks, mainly pharmaceuticals. Up until this year I was mainly a buy and hold investor. I the past couple years I have become much more active in researching and managing my investments.
I love growth, especially with game changing companies like: NTCXF, ARTH and CLIR. I also have holdings in more traditional growth companies and ETFs--JNJ and TAN for instance.
CFA Institute is a global community of more than 100,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow.