Patents Assigned to Market Shield Capital, LLC
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Patent number: 8484117Abstract: 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: GrantFiled: April 28, 2010Date of Patent: July 9, 2013Assignee: Market Shield Capital, LLCInventor: Allan N. Weiss
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Patent number: 8468079Abstract: 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: GrantFiled: May 5, 2008Date of Patent: June 18, 2013Assignee: Market Shield Capital, LLCInventors: Allan N. Weiss, Neil R. Gordon
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Patent number: 8346654Abstract: 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: GrantFiled: January 15, 2010Date of Patent: January 1, 2013Assignee: Market Shield Capital, LLCInventor: Allan N. Weiss
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Patent number: 8082202Abstract: 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: GrantFiled: February 17, 2009Date of Patent: December 20, 2011Assignee: Market Shield Capital, LLCInventor: Allan N. Weiss
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Publication number: 20100211526Abstract: 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: ApplicationFiled: April 28, 2010Publication date: August 19, 2010Applicant: MARKET SHIELD CAPITAL, LLCInventor: Allan N. Weiss
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Publication number: 20100121758Abstract: 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: ApplicationFiled: January 15, 2010Publication date: May 13, 2010Applicant: MARKET SHIELD CAPITAL, LLCInventor: Allan N. Weiss
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Patent number: 7716106Abstract: 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: GrantFiled: October 26, 2006Date of Patent: May 11, 2010Assignee: Market Shield Capital, LLCInventor: Allan N. Weiss
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Publication number: 20100063941Abstract: 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: ApplicationFiled: November 17, 2009Publication date: March 11, 2010Applicant: MARKET SHIELD CAPITAL, LLCInventor: Allan N. Weiss
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Publication number: 20090150282Abstract: 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: ApplicationFiled: February 17, 2009Publication date: June 11, 2009Applicant: MARKET SHIELD CAPITAL, LLCInventor: Allan N. Weiss
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Publication number: 20080288418Abstract: 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: ApplicationFiled: May 5, 2008Publication date: November 20, 2008Applicant: MARKET SHIELD CAPITAL, LLCInventors: Allan N. Weiss, Neil R. Gordon