Category 1
Name 3 of the Strategic Priorities for Corporate Finance (there are 5)
-Provide accurate, actionable, and timely Data and Information
-Drive Accountability and Process Knowledge and Simplify our work
-Develop and deliver Strategic Advice and Options to Key Leaders
-Invest in our People and their development
-Manage Risk Proactively and Efficiently
What are the two departments on the "public side" of KBCM?
Sales & Trading, Equity Research
What offices is the Utilities, Power, & Renewable Energy team located in?
Cleveland, New York, San Francisco
These are the two main tools/systems that analysts say they work in most each day.
Excel & PowerPoint
Name 3 things you learned in the Key Technology Operations Services presentation.
Could be about relevant majors, the work they do, their schedule
Who is Key's Chief Financial Officer?
Clark Khayat
What are the departments/types of groups on the "private side" of KBCM?
Product groups - M&A, DCM, ECM
Coverage groups - Tech, Healthcare, Consumer & Retail, etc.
The UPRE team taught us that "Electricity usage is forecast to grow by an average of ____% per year over the next 5 years."
5.7%
Name 3 "best practices" you learned for how to properly use LinkedIn yesterday.
Always send a note before connecting, have a nice headshot and header photo, frequently make posts and engage in content, keep everything updated regularly
Name 3 things you learned in the Sales & Trading tour & presentation on Tuesday.
Could be about relevant majors, the work they do, their schedule
Two years, four 6-month rotations
What are the 4 departments within Debt Capital Markets?
-Unitranche
-Syndicated & Leveraged Finance
-Loan Syndicate & Sales
-High Grade / High Yield
Name of few of the different types of energy the UPRE team discussed.
Solar, Wind, Energy Storage
Name 3 "best practices" you learned for how to create/update your resume yesterday.
Always put the most important things first, put the email that you most regularly use, always put the dates for how long you did something, your resume should never be more than 1 page, etc.
What is valuation?
Bankers help companies decide how much they are worth
Name a few of the teams within the Corporate Finance department.
FP&A, Investor Relations, Corporate Treasury, Finance Enablement, Corporate Tax
What is it called when loans are shared among multiple lenders?
Syndicated lending
What do you call bonds with lower risk and higher credit quality?
Investment grade (high grade)
Helping a company buy another company is called this type of advisory.
Buy-side.
What is prospecting?
Finding potential new clients
Who is the CFO for specifically the Institutional Bank (the investment bank)? This person is also the executive sponsor for Corporate Finance Intern/Analyst Programs.
Greg Kurtz
Melanie from Corporate Finance said that their business provides ______ strategic advisory
Internal
What do you call bonds with higher risk and higher returns?
High yield
What types of facilities are a major reason electricity demand is rising?
Data centers
Helping a company sell itself is called this type of advisory.
Sell-side.