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Level II Alternative Investments – Financial Exam Help 123

Financial Exam Help 123

Category: Level II Alternative Investments

Roll Yield (Roll Return)

Jun 14, 2017

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by

Bill Campbell

in Level I Alternative Investments, Level I Derivatives, Level II Alternative Investments, Level II Derivatives, Level III Alternative Investments, Level III Asset Allocation

The idea of roll yield – or roll return, same thing – is relatively straightforward: it’s part of the increase or decrease in the value of your portfolio that arises specifically when you roll over an expiring futures or forward contract into a new contract. The other parts of that increase or decrease are the…
Venture Capital Method (Funding)

May 29, 2014

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by

Bill Campbell

in Level II Alternative Investments

The venture capital (VC) method is an idea with which candidates often struggle, but it’s not nearly as difficult as some people would have you believe. (I know: I say that a lot. This time, however, it’s true). I’ll cover a single round of funding, then multiple rounds of funding, and will include the IRR…