Publication Registration: |
Wednesday, October 18, 2017 |
Goods and Services Information
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Description:
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(1) - Business research related to securities; business research related to sales and business management related to sales.
(2) - Financial planning, consulting, advisory, and management services; securities brokerage and financial securities research services; investment dealer services; investment and portfolio management services comprising securities, commodities, real assets, and financial assets; investment and portfolio advisory services comprising securities, commodities, real assets, and financial assets; investment and portfolio advisory services on sub-strategies and alternative assets relating to partnership investments, secondary investments, co-investments, direct investments, sub-asset allocations, commitment pacing, cash flow Forecasting and valuation analysis; financial investment strategy consultation and research; private equity consulting; analysis of economic arrangements focused on management fee calculations, partnership expenses, fee allocations, distribution waterfalls, clawbacks and tax distributions.
(3) - Financial planning, investment portfolio consulting, advisory, and management services; securities brokerage and financial securities research services; investment dealer services; investment and portfolio management services comprising securities, commodities, real assets, and financial assets; investment and portfolio advisory services comprising securities, commodities, real assets, and financial assets; investment and portfolio advisory services on sub-strategies and alternative assets relating to partnership investments, secondary investments, co-investments, direct investments, sub-asset allocations, commitment pacing, cash flow Forecasting and valuation analysis; financial investment strategy consultation and research; private equity consulting; analysis of economic arrangements focused on management fee calculations, partnership expenses, fee allocations, distribution waterfalls, clawbacks and tax distributions.
(4) - Providing education and training to aid limited partners in managing the risk, exposure and direction of their private equity programs.
(5) - Providing software as a service to provide clients with comprehensive reports on their investment portfolio.
(6) - Business research related to securities; business research related to sales and business management related to sales.
(7) - Financial planning, investment portfolio consulting, advisory, and management services; securities brokerage and financial securities research services; investment dealer services; investment and portfolio management services comprising securities, commodities, real assets, and financial assets; investment and portfolio advisory services comprising securities, commodities, real assets, and financial assets; investment and portfolio advisory services on sub-strategies and alternative assets relating to partnership investments, secondary investments, co-investments, direct investments, sub-asset allocations, commitment pacing, cash flow Forecasting and valuation analysis; financial investment strategy consultation and research; private equity consulting; analysis of economic arrangements focused on management fee calculations, partnership expenses, fee allocations, distribution waterfalls, clawbacks and tax distributions.
(8) - Providing education and training to aid limited partners in managing the risk, exposure and direction of their private equity programs.
(9) - Providing software as a service to provide clients with comprehensive reports on their investment portfolio.
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