IB
Is IB sell side or buyside?
Sell-Side
Private equity firms often buy this type of company, one that is not publicly traded.
Private Company
What does VC stand for
This strategy in Asset & Wealth Management involves structuring investments and financial plans to minimize taxes, often by using tax-advantaged accounts, tax-loss harvesting, or optimizing capital gains.
What is Tax Efficiency
Hedge funds primarily use this strategy, betting on whether asset prices will rise or fall.
What are the four terms that refer to the four main categories of investment banking firms, which are differentiated by their size, deal focus, and client base.
What are bulge bracket, elite boutique, mid-market, and boutique firms?
The strategy of using borrowed money to purchase a company is known as this.
What is a leveraged buyout (LBO)?
In venture capital and private equity, this document outlines the key terms and conditions of a potential investment agreement between the investor and the company.
What is a term sheet
AWM professionals help clients plan for this stage of their life, typically when they stop working.
Hedge funds are usually accessible only to high-net-worth individuals (HNWIs), institutional investors, and this category of investors who meet specific financial criteria set by regulators.
What are accredited Investors
Whats the typical minimum GPA needed for Investment Banking?
3.7
In private equity, this term refers to the return on investment typically expected by investors.
In venture capital, this individual or entity is responsible for managing the fund, making investment decisions, and taking on liability for the partnership's debts.
General Partner
In Asset & Wealth Management (AWM), name three common types of securities that are typically included in client portfolios to diversify investments and manage risk.
Equities, Alternative Investments, Real Estate, Fixed Income
This term refers to the total market value of a hedge fund's investments.
Name 3 Product Groups In Investment Banking
M&A, ECM, DCM, Restructuring, LevFin
Name 2 Exit Strategies in Private Equity
IPO, Strategic Acquisition, Secondary Buyout, Recapitalization
The percentage charged by vc's to manage a LPs assets is known as this.
Management Fee
Name two well-known companies that offer wealth management services.
What are Merrill and Goldman Sachs? (Also acceptable: Morgan Stanley and JPMorgan Chase & Co.)
A common strategy where hedge funds bet against a stock by borrowing shares and selling them in anticipation of a price decline.
what is short selling