Yale Bock

CFA
Personal Finance, Investing, Small Business
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“With over 15 years of analyzing equity investments for clients, Yale Bock is committed to giving his clients special attention in creating accounts which are tailored to meet their specific life goals.”
Firm:

Y H & C Investments

Job Title:

President & Owner

Biography:

Yale Bock is the owner and operator of Y H & C Investments, a registered investment adviser (Nevada and FINRA licensed) located in Las Vegas, NV.  All operations are directed by Yale and he is responsible for the investment research, portfolio management, asset allocation, trading decisions, trade execution, risk management, and any client communication.

Y H & C Investments is a boutique registered investment advisor based in Las Vegas, NV. The company offers asset management services which include strategic asset allocation, tactical asset allocation, investment research, portfolio management, portfolio measurement and assessment, diversification and hedging, and financial documentation and customer support. The mission of the company is to help people reach their financial goals and objectives.

Yale has been investing his own capital for 20 years and client money since 2004. Yale earned a B.A. in economics from UC-Irvine in 1989, and an M.B.A from UC-Irvine in 1991. He earned the right to use the Chartered Financial Analyst designation in 2007.

Education:

BA, Economics, University of California, Irvine - The Paul Merage School of Business

Assets Under Management:

$10 million

CRD Number:

129823

Disclaimer:

Disclosure

Investing money in capital markets involves risk and could result in losing money.  Past performance is no guarantee of future results. Future results are likely to be different from past performance. All equity portfolios involve risk and may lose money. One should research any investment and make sure it is suitable with your objectives, risk tolerance, risk profile, liquidity considerations, tax situation, and anything else pertinent to your financial situation. Also, attaining or holding the CFA credential in no way suggests performance will be superior than a market index or market return.

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You are asking a distinct question which is quite interesting.  Private equity involves a private equity fund taking control of a company, usually using a high percentage of debt (70-100%) in the purchase price combined with 20% equity.  They change the management of the company, incentivze the new management with a piece of the ownership, and have them completely change the way the business operates, with the goal to make it more efficient, more profitable, and grow the business.  By doing so, in 5-10 years at the end of the fund, they will sell the company for a higher price, or take it public at a greater multiple than the price they paid.  So typically, private equity buys into large existing businesses with operations which have been established over a number of years.  Venture capital is typically a situation where a fund will invest capital in an early stage technology company, sometimes it will be nearly at the start of a company (called round a), and in other cases it will be later as the technology company has been building a business.  The venture capital company will get board representation and try to help grow the company into a much larger enterprise in 5 years, think going from 1 million or 5 million in revenue to 50-500 million in revenue.  Venture capital firms are trying to get an exit where they make 5-100 times their money in the 5-10 year lifetime of their fund.  Usually, on ten investments, they want one of the ten to make 10-100 times their money and that pays for the other 9 investments where they don't.  Another difference between private equity and venture capital is the amount of money invested in each specific company.  In some cases, private equity can pay hundreds of millions or even billions.  Venture capital, especially early stage, will invest 500K up to maybe 10 million, so the degree of capital used is far different.  I hope this helps answer your question.

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