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j describe strategies for managing concentrated positions in privately held businesses; Flashcards Preview
L3 13 Concentrated Single Asset Positions
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L3 13 Concentrated Single Asset Positions
Class (12):
A Explain Investment Risks Associated With A Concentrated Position In A Single Asset And Discuss The Appropriateness Of Reducing Such Risks;
B Describe Typical Objectives In Managing Concentrated Positions;
C Discuss Tax Consequences And Illiquidity As Considerations Affecting The Management Of Concentrated Positions In Publicly Traded Common Shares, Privately Held Businesses, And Real Estate;
D Discuss Capital Market And Institutional Constraints On An Investor’s Ability To Reduce A Concentrated Position;
E Discuss Psychological Considerations That May Make An Investor Reluctant To Reduce His Or Her Exposure To A Concentrated Position;
F Describe Advisers’ Use Of Goal Based Planning In Managing Concentrated Positions;
G Explain Uses Of Asset Location And Wealth Transfers In Managing Concentrated Positions;
H Describe Strategies For Managing Concentrated Positions In Publicly Traded Common Shares;
I Discuss Tax Considerations In The Choice Of Hedging Strategy;
J Describe Strategies For Managing Concentrated Positions In Privately Held Businesses;
K Describe Strategies For Managing Concentrated Positions In Real Estate;
L Evaluate And Recommend Techniques For Tax Efficiently Managing The Risks Of Concentrated Positions In Publicly Traded Common Stock, Privately Held Businesses, And Real Estate.