Obama In, Greece Exits Stage Left, And Other Market Predictions For 2012

This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Focusing on Illiquid Financial Assets

Although J.G. Wentworth is best known for its advertising and the purchase of legal settlements, the firm built a robust business purchasing a wide variety of illiquid financial assets. As J.G. Wentworth reached critical new milestones in growth, it revamped the media relations strategy to include corporate as well as product positioning. This release was created and distributed to advance the notion that J.G. Wentworth was a leader in an emerging specialty finance niche which it help create: the illiquid financial assets market.

An Indecent Proposal

Cost sharing arrangements between American Multi National Corporations (MNCs) and their foreign affiliates and subsidiaries, have, for some time provoked the concern of the Internal Revenue Service and the Treasury Deporatment. Were MNCs engaging in complex cross-border transactions for the sole purpose of reducing their overall tax liability? A 2006 Treasury proposal which seeks to stem abuses, though well meaning, may ultimately undermine U.S. competitiveness because the application of the so-called Investor Model to arms-length transactions provides strong incentives for MNCs to conduct their research and development activities off shore.

What Keeps Tax Directors Up at Night

A perfect storm has materialized for tax directors of Fortune 1000 companies. Greater disclosure of segment data as a result of the Sarbanes Oxley Act, increasingly prehensile foreign tax authorities, and growing use of a shared services concept for managing global expenses, has made the allocation of headquarters’ expenses fraught with risks, and if managed correctly, opportunities too. I helped author this monograph along with a PriceWaterhouseCoopers international tax partner to generate awareness on strategies and tactics which can be used to manage risks associated with allocation of headquarters’ expenses and minimize the corporation’s marginal tax rate.

An Affinity for Selling

This article was written for financial services sales professionals affiliated with Interbay Funding. It explores some of the basic tenants of affinity selling, why it makes sense and the value it brings to the sales equation.

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