Get an inside look at Source Intelligence and the journey of our CEO, Matt Thorn, in this engaging SD Voyager interview. Discover how our commitment to innovation and compliance drives success. Excerpts from the interview are included below—read the full article here.
Matthew Thorn Obituary
Secured lenders and noteholders in connection with the c.$1bn debt restructuring of a major international shipping and trading group based in Scandinavia. Secured lenders on the $60m financial restructuring of the owner of a Chilean copper mine and the sale of assets out of liquidation. Secured lenders on the $100m financing of a US based global technology group. A number of financial advisors in connection with the issue of fairness opinions for the purposes of enforcement of security held over a number of high-profile companies.
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No representation is made as to the timeliness, reliability, accuracy or completeness of the market data provided. After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on the investor’s tax situation and may differ from those shown.
Source Intelligence’s President, Matt Thorn, Shares Insights about the Future of Regulatory Compliance Software
Lisseth Hernandez is an experienced professional providing bookkeeping, accounting, and tax preparation services to individuals and closely held businesses in diversified industries. Our professional services include tax planning and preparation, individual, family and business advisory including succession planning and transaction services, accounting including bookkeeping, outsourced CFO, family office, bill pay, due diligence, and estate, trust and gift planning. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. MSCI has established an information barrier between equity index research and certain Information.
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Lisa received her Bachelor of Science in Accounting and Masters’ of Science in Taxation from Hofstra University. Matthew Love is a certified public accountant with diverse experience providing tax, accounting, and advisory services to individuals and closely held businesses. Our team of CPAs and professionals possess the experience, technical and industry knowledge, and training that set us apart and enable us to meet the dynamic needs of our diverse clientele.Passion about our profession and our clients defines our approach to professional service. We are hands-on and regard the quality of our service and the trust and relationships that we build with our clients as important as the quality of our work product. We listen to our clients and cater our services to their specific needs. We offer strategic advisory, planning and tax savings strategies designed to balance tax minimization with your near-term and long-term financial and non-financial needs and objectives.
- The secured lenders in connection with a $200m guaranteed facility to the Land and Agricultural Development Bank of South Africa in relation to its c.$1bn restructuring.
- Although BlackRock shall obtain data from sources that BlackRock considers reliable, all data contained herein is provided “as is” and BlackRock makes no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter.
- As always, do your own research and consider seeking financial, legal and taxation advice before investing.
- EWA offers exposure to Australian large- and mid-caps, with a tilt toward financials and materials, resulting in a more comfortable P/E than that of the S&P 500.
- The standard Tacuma has a seating capacity of five, but a seven-seater version was also introduced for the South Korean market.
Matt Thorn Jr. is a certified public accountant with over 25+ years of diversified public accounting experience. Matt spent the first 6 years of his career between Arthur Andersen LLP and Ernst & Young LLP in their financial services tax groups, servicing hedge funds, private equity funds, investment partnerships and insurance companies. Stephen G. Rosen is a seasoned certified public accountant with substantial experience providing tax, accounting, and advisory services to clientele in a wide range of industries.
- The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body.
- The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.
- As a technology forward accounting firm, we leverage industry leading platforms to enhance the quality, convenience and timeliness of our service and the overall client experience.
- The co-ordinating committees of banks on the billion-dollar financial restructuring of the Vroon group, a large international shipping and offshore service organisation based in the Netherlands.
- Charise is highly skilled in QuickBooks Desktop and QuickBooks Online.
Currencies for the valuation price will be generally determined as of the close of business on the New York Stock Exchange, whereas for the vendor price will be generally determined as of 4 p.m. The calculated values may have been different if the valuation price were to have been used to calculate such values. Matthew has extensive experience acting for debtors, creditors, insolvency practitioners, directors and other stakeholders in transactions involving financial distress, almost all of which involve a cross-border element. He advises on distressed investments, financial restructuring, formal restructuring and insolvency processes and enforcement of debt and security.
EWA’s high exposure to the materials sector and low exposure to technology… US equities have outperformed the rest of the world for a long time now. While the US is up 58% on a total return basis during the current bull market, the rest of the world is up 13.5 percentage poin… Evaluating iShares MSCI Australia ETF as an investment option at its current market price, tracking Australian equities. Previously cautious on EWA, favoring US, Europe, and Canada, which proved justi… EWA offers investors exposure to Australian equities, providing diversification away from US-centric risks and trade policy uncertainties.
The iShares MSCI Australia ETF (EWA) is an exchange-traded fund that is based on the MSCI Australia index, a market-cap-weighted index of Australian stocks. Although BlackRock shall obtain data from sources that BlackRock considers reliable, all data contained herein is provided “as is” and BlackRock makes no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter. BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. Carefully consider the Funds’ investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds’ prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages.
Why EWA?
We thought there would be an opportunity to help companies understand the Carbon impact of their supply chain. A private capital lender in connection with the recovery of a loan secured over a portfolio of investments. The secured lenders in connection with a $200m guaranteed facility to the Land and Agricultural Development Bank of South Africa in relation to its c.$1bn restructuring. Australia’s key investment markets—stocks, bonds, and real estate—present lucrative opportunities driven by market cycles and liquidity sources. If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. Senior lenders on restructuring and subsequent administration of an offshore supply group, including the sale of a bespoke pipe-laying vessel and equipment.
Matthew is passionate, responsive, professional, and has developed strong relationships and has earned the trust of the clients he manages. Matthew has his Bachelor of Science in Accounting, Magna Cum Laude from Sacred Heart University and his Master of Business Administration with a concentration in Finance from Sacred Heart University.Matthew is a certified public accountant licensed in the State of Connecticut. Robert is a certified public accountant licensed in the State of New Hampshire. Lisa Shalik is an experienced certified public accountant with substantial public accounting experience providing specialized tax, advisory and accounting services to individuals, closely held businesses and enterprises in diverse industries. Lisa is also experienced in the area of estates and trust tax and accounting. Jonathan Shalik is a certified public accountant with substantial public accounting experience providing specialized tax, accounting, fiduciary, transactional and advisory services to individuals, entrepreneurs and closely held businesses and enterprises in diverse industries and estates and trusts.
His work has recently focused on the energy, infrastructure, real estate and transportation sectors. Named as a Thompson Reuters Stand-out Lawyer in 2024, clients value his “professional, calm and prompt advice in stressful situations”. Charise Brown is a full-charge bookkeeper with substantial experience with private companies and public accounting firms. We don’t just sell software for people to manage things themselves and we aren’t consultants who charge by the hour.
The Tacuma comes with 1.6-litre Family 1 or 2.0-litre Family II straight-four engines. It is available with a five-speed manual transmission or a four-speed automatic. The standard Tacuma has a seating capacity of five, but a seven-seater version was also introduced for the South Korean market.
However, we believe we offer a critical service and ultimately our goal is to help keep our customers, their consumers and our environment safe. Our hardworking team here in Carlsbad works with the biggest companies in the world and their worldwide web of suppliers to help them keep their supply chains safe and sound. The iShares MSCI Australia ETF offers exposure to the Australian equities market across 73 holdings, concentrated in the financials and basic materials sectors. Australia has long been recognised for having the highest average dividend yield among global markets.