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Introduction The CFA Institute, an investment industry trade group formerly known as the Association for Investment Management and Research (AIMR), establishes and interprets the AIMR Performance Presentation Standards (AIMR-PPS) in North America. In more than a decade since their introduction, an increasing number of investment managers have voluntarily complied with

Background A late stage Venture Capital backed Bio-Tech company was seeking debt to extend its runway. However, the company had very little collateral with which to secure debt financing. This case study illustrates the benefit of Growth Capital (also known as an “airball” by lenders or ”Venture Debt”) as a

Now that Debt Advisors Group, Inc. (DAG) has consulted with more than 354 companies*, we recognize that the relationships we’ve forged with a variety of lenders has been a key to our success. DAG understands not only our clients’ diverse financing needs but also how to match those objectives with

Executive Summary With 400 basis points of Fed Funds rate increases over the past 24 months, investors are rightfully anxious about the impact of the Fed tightening policy. Our study finds that historically falling core CPI data tends to encourage the Fed to stop raising rates. Other key indicators, however,

Introduction Corporate treasurers frequently make investment decisions based on debt ratings from nationally recognized statistical rating agencies, namely Moody’s, Standard & Poor’s, and Fitch. This article addresses the credit risks of Auction Rate Securities (ARS) that are not adequately addressed by long-term credit ratings alone in short-term investment selections. Long-Term