Patents Assigned to Market Shield Capital, LLC
  • Patent number: 8484117
    Abstract: A common index fund system and method enables investment in entities that is indexed to a common index, rather than individual company performance. For small business entities, the creation, issuance, trading and management of fund shares as a liquid investment may be accomplished with, for example, a relatively stable industry-based risk. The entities receive value from a pool and in return make payments into the pool in an amount that varies according to the index, which causes a corresponding change in the value of the shares.
    Type: Grant
    Filed: April 28, 2010
    Date of Patent: July 9, 2013
    Assignee: Market Shield Capital, LLC
    Inventor: Allan N. Weiss
  • Patent number: 8468079
    Abstract: A system and method for creating liquidity relative to one or more small businesses or assets provides liquidity to the small business or asset holder in return for a payment stream that comprises at least one payment that is adjustable relative to at least one relevant index.
    Type: Grant
    Filed: May 5, 2008
    Date of Patent: June 18, 2013
    Assignee: Market Shield Capital, LLC
    Inventors: Allan N. Weiss, Neil R. Gordon
  • Patent number: 8346654
    Abstract: Provided is a computer-implemented method for providing a common index securities fund that provides liquidity in a plurality of small business borrowers in a defined class. The method comprises providing a pool of cash from a lender to the fund; generating loans from the fund to borrowers; depositing the loans in interest-bearing accounts; providing interest from the interest bearing accounts to the lender and the borrowers; and, upon withdrawal of the loans from the interest-bearing accounts, repaying the loans to the lender and commencing a payment stream by each borrower to the fund, including adjusting one or more payments in the payment stream using an index having a value relationship to the class.
    Type: Grant
    Filed: January 15, 2010
    Date of Patent: January 1, 2013
    Assignee: Market Shield Capital, LLC
    Inventor: Allan N. Weiss
  • Patent number: 8082202
    Abstract: A market-indexed mortgage system and method are provided that enable one or more borrowers to finance or refinance a real estate property and have at least a portion of the payments indexed to local relevant real estate values. The mortgage loan provides upfront liquidity to purchase or refinance the property; the borrower has payment stream going back to a lender (or holder of the note) wherein one or more payments are adjusted or determined based on the index. Such market-based mortgage loans can be pooled in a fund and fund shares can be issued against the fund. The mortgage can be a residential mortgage in which the regular (e.g. Monthly) payments (interest and or principal) fluctuate with a price index for the local house market. Balance upon prepayment can also fluctuate with such an index.
    Type: Grant
    Filed: February 17, 2009
    Date of Patent: December 20, 2011
    Assignee: Market Shield Capital, LLC
    Inventor: Allan N. Weiss
  • Publication number: 20100211526
    Abstract: A common index fund system and method enables investment in entities that is indexed to a common index, rather than individual company performance. For small business entities, the creation, issuance, trading and management of fund shares as a liquid investment may be accomplished with, for example, a relatively stable industry-based risk. The entities receive value from a pool and in return make payments into the pool in an amount that varies according to the index, which causes a corresponding change in the value of the shares.
    Type: Application
    Filed: April 28, 2010
    Publication date: August 19, 2010
    Applicant: MARKET SHIELD CAPITAL, LLC
    Inventor: Allan N. Weiss
  • Publication number: 20100121758
    Abstract: Provided is a computer-implemented method for providing a common index securities fund that provides liquidity in a plurality of small business borrowers in a defined class. The method comprises providing a pool of cash from a lender to the fund; generating loans from the fund to borrowers; depositing the loans in interest-bearing accounts; providing interest from the interest bearing accounts to the lender and the borrowers; and, upon withdrawal of the loans from the interest-bearing accounts, repaying the loans to the lender and commencing a payment stream by each borrower to the fund, including adjusting one or more payments in the payment stream using an index having a value relationship to the class.
    Type: Application
    Filed: January 15, 2010
    Publication date: May 13, 2010
    Applicant: MARKET SHIELD CAPITAL, LLC
    Inventor: Allan N. Weiss
  • Patent number: 7716106
    Abstract: A common index fund system and method enables investment in entities that is indexed to a common index, rather than individual company performance. For small business entities, the creation, issuance, trading and management of fund shares as a liquid investment may be accomplished with, for example, a relatively stable industry-based risk. The entities receive value from a pool and in return make payments into the pool in an amount that varies according to the index, which causes a corresponding change in the value of the shares.
    Type: Grant
    Filed: October 26, 2006
    Date of Patent: May 11, 2010
    Assignee: Market Shield Capital, LLC
    Inventor: Allan N. Weiss
  • Publication number: 20100063941
    Abstract: A system and method for performing inflation indexing is provided. The system comprises an inflation indexing processor configured to calculate a payment stream from a set of information including a liquidity value. An inflation component processor is configured to retrieve one or more inflation components or aggregate individual transactions in order to calculate the inflation components and to generate an inflation index therefrom. And a payment adjustment processor is configured to adjust the payment stream using the inflation index. Inflation indexed payment streams can be aggregated into a fund, against which shares may be defined and traded.
    Type: Application
    Filed: November 17, 2009
    Publication date: March 11, 2010
    Applicant: MARKET SHIELD CAPITAL, LLC
    Inventor: Allan N. Weiss
  • Publication number: 20090150282
    Abstract: A market-indexed mortgage system and method are provided that enable one or more borrowers to finance or refinance a real estate property and have at least a portion of the payments indexed to local relevant real estate values. The mortgage loan provides upfront liquidity to purchase or refinance the property; the borrower has payment stream going back to a lender (or holder of the note) wherein one or more payments are adjusted or determined based on the index. Such market-based mortgage loans can be pooled in a fund and fund shares can be issued against the fund. The mortgage can be a residential mortgage in which the regular (e.g. Monthly) payments (interest and or principal) fluctuate with a price index for the local house market. Balance upon prepayment can also fluctuate with such an index.
    Type: Application
    Filed: February 17, 2009
    Publication date: June 11, 2009
    Applicant: MARKET SHIELD CAPITAL, LLC
    Inventor: Allan N. Weiss
  • Publication number: 20080288418
    Abstract: A system and method for creating liquidity relative to one or more small businesses or assets provides liquidity to the small business or asset holder in return for a payment stream that comprises at least one payment that is adjustable relative to at least one relevant index.
    Type: Application
    Filed: May 5, 2008
    Publication date: November 20, 2008
    Applicant: MARKET SHIELD CAPITAL, LLC
    Inventors: Allan N. Weiss, Neil R. Gordon