Speaker Series
Which restaurant did Wealth Management Consultant Keith Ashley mention he spends a lot of time at?
Cracker Barrel
You wake up feeling under the weather and need to notify your manager that you’ll be taking a sick day. What are the 3 approved ways to communicate your absence?
Teams message, Email, Phone call
**No texting**
This term describes spreading investment across different securities to help manage risk.
Diversification
Capital Group uses this investment approach, where multiple portfolio managers independently manages portions of the fund.
The Capital System
This Microsoft tool is uses for instant messaging, calls, meetings, and collaboration with coworkers.
Microsoft Teams
Fill in the missing word from a phrase referenced by Jim Sewell: “Teammate, ________, Driver”
Partner
Where would you look to identify the scheduler supporting a senior leader or member of the external sales force when scheduling a networking session?
Search for the associate in CGWeb using their initials and look for the “Supported By” section to identify their scheduler
This sequence describes the typical progression of an economic cycle.
Expansion, Peak, Contraction, & Trough
What are the 3 business groups at Capital Group?
Client Groups, Investment Groups, Operating Groups
This tool allows you to organize notes, training materials, meeting takeaways, and reference documents.
OneNote
According to Wealth Management Consultant Justin Linder, these 3 traits will help you here at Capital Group.
Consistency, Listening, and Discipline
Which is the correct time to record on your timecard?
A. The actual time you start & stop working
B. A standard 8am-5pm scheduled, regardless of your hours worked
C. The time originally planned on your calendar, even if your actual work hours were different
A. The actual time you start & stop working
Example: (7:45am-4:25pm)
This type of risk cannot be eliminated through diversification and affects the overall market.
Market Risk
What is Capital Group’s mission statement?
Improve people’s lives through successful investing.
This Outlook feature lets you know you’ll need to take action on an email later.
Flagging an email
Every speaker in our SLATE Speaker Series emphasized the importance of this at Capital Group.
Culture
A meeting is taking longer than expected, and another one is about to start. What should you do?
Communicate proactively to the meeting organizer ahead of time to let them know you’ll be joining late.
An investor’s willingness and ability to take risk is know as what?
Risk Tolerance
What does LTSP stand for, and what is the target year for achieving its objectives?
Long -Term Strategic Plan
2031
This Teams status lets coworkers know you are currently presenting or sharing your screen.
Do Not Disturb
These five principles make up Capital Group’s “Earn Your Day” framework and help guide how we work, grow, and support others.
Client Centric Outcomes, People as Our Key Strengths, Leadership Belongs to All, Excellence Requires Responsibility, and Ambition with Respect
You need to review a work document over the weekend and consider forwarding it to your personal email so you can access it later. What should you do?
Do not forward Capital Group emails or documents to your personal email
When you purchase this type of security, you become a leader rather than an owner and typically receive periodic interest payments.
Bond
Who founded Capital Group & in what year?
Johnathan Bell Lovelace in 1931
Explain how you add a physical room to an Outlook calendar invite.
Open a new Outlook calendar invite, then use the Location field or Room Finder to select and add a conference room before sending the invitation