Resilient Resilience
Does ISG expect US multiples to expand or compress in 2026?
compress
This is the current allowance we receive for Grub Hub if we stay past 8:00 p.m.
$35
Which index has performed better year‑to‑date: the S&P 500 market‑cap‑weighted index or the S&P 500 equal‑weight index?
Equal weight
What are the three systems you can journal cash to/from accounts?
Pat 1.0, Pat 2.0, concert
Which 2 months does GS expect rate cuts in 2026?
June & September
What does ISG consider to be the biggest geopolitical risk?
China-US relationship
Five people in the Dallas PWM office share this first name, making it the most common in the office. (300 bonus points if you can get all 5 first and last names)
John (John Ray, Wagner, O'Sullivan, Owens, (Reese) Hamn)
This asset class has come under pressure in 2026 amid concerns about heavy exposure to software companies, an increase in defaults, and valuation opacity.
Private Credit
What is the difference between a reporting group and performance group?
Externally approved, wraps statements into one vs internal grouping of different accounts
After the February 2026 Supreme Court ruling invalidated President Trump’s earlier tariffs, what tariff rate did he establish on imports from all countries?
15%
According to the 2026 ISG Outlook, US corporate earnings growth in 2026 is expected to be about what %?
~10% (9-11%)
Before Cyn was the BUM of BUMS, which team was she a WMP on?
Team 0291 (advisors work too)
As of yesterday's close, how many Mag 7 names are positive on the year?
0
What is the new process and system for booking a cash receipt? What can you edit?
Those in good order auto-book to the incoming account, email notifications from PAT 2.0, can edit the trailer of receipts that auto-book.
This AI company sparked a sell‑off in software stocks during the first week of February after unveiling new legal AI tools that raised concerns about disruption to enterprise software models.
Anthropic
Name the 2 main reasons ISG does not view gold as a strategic part of their model portfolio.
No yield component and historically is not a long-term inflation hedge
What is the 6 digit ISG call password?
200414
Iran has threatened to attack ships after closing which strategic waterway that carries about a fifth of the world’s oil?
Strait of Hormuz
Define PBLL, loan amount, borrowing capacity, and how interest is quoted.
Private Bank Liquidity Line, max amount that can be drawn, lesser of loan amount less outstanding balance or collateral borrowing value, SOFR + spread
This company is gearing up for an IPO as soon as mid-2026 and is expecting a valuation north of $1.7 trillion.
SpaceX
This is ISG's base case percentage return for emerging markets in 2026.
8%
Name 4 current analysts who interned in a different division before joining PWM
Up to judge's discretion
This dystopian AI research article from Citrini Research went viral last week and briefly spooked markets due to fears of mass white‑collar job displacement
The 2028 Global Intelligence Crisis
What are the 3 different fee structures? Briefly describe how they differ.
PBP (product based pricing where client signs docs per strategy opened), DMS (discretionary manager selection where client signs pricing per strategy type in one doc up front), CASP (tiered AUM fee schedule)
SanDisk (up 160% YTD) and its peers have seen sharp gains driven by rising data‑storage demand; what segment of the semiconductor market has significantly outperformed?
Memory Chips