Pathstone
What are the rotations that the program covered these 8 Weeks (in order)?
What is: Client Advisory, Investment Ops, Investment Research, Wealth Planning/PCFO, Tax
This measure, named after a Nobel Prize winner, indicates the excess return earned per unit of total risk.
What is the Sharpe ratio?
These are the three most common coffee chat locations in Boston (for Pathstone)
What is Sip Cafe, Tradesman, Revival.
These are the Capstone topics each intern covered.
What is:
Brooke N: Estate planning
Brooke W: Investment Vehicles
Gavin: Intro to Asset Classes
Alex: Credit Scores
Rahil: Tax
Sofika: Cryptocurrency
Caden: ESG
Reece: Values
This is the qualifying mile time the Sam achieved to run the Boston Marathon.
What is Pathstone's most recent M&A?
What is Hall Capital Partners?
This estate planning technique allows a person to transfer future appreciation of assets to beneficiaries with minimal gift tax by using a retained annuity.
What is a GRAT (Grantor Retained Annuity Trust)?
This street, often called the "Wall Street of Boston," is home to several financial institutions and law firms.
What is State Street?
Reece's birthday is on this day
What is Saint Patrick's Day?
This is the final score of the Fedora vs. Pee Cup debate
What is 14-12 (Pee).
Pathstone supports families across generations by focusing on these two forms of capital, involving passing down values, knowledge, and decision-making skills.
What are human capital and intellectual capital?
This type of bond duration assumes that cash flows are reinvested at the same yield and is used to measure a bond’s price sensitivity to interest rate changes
What is Macaulay duration?
The Financial District saw a major transformation in the early 2000s after this large-scale infrastructure project, which placed I-93 underground.
What is the Big Dig?
This is the food that Brooke W ate last night.
What is chicken parm?
This is the amount of fender benders Alex has been in, and how many of them were her fault.
What is 3 fender benders? 2 were not her fault??
What was the company within Federal Street that specialized in smaller sized clients?
What/who is Old North Advisors?
This internal rate of return metric is used to compare private equity or VC performance to a public market index
What is PME (Public Market Equivalent)?
This slang term refers to an someone that stays in their hometown for the majority of their life.
What is a townie?
Gavin shares a birthday with this celebrity.
What is Kobe Bryant?
A group of flamingos is known by this collective noun.
What is flamboyance?
This is the person that is the general counsel?
Who is Charles Keates Esquire?
This is the term for when property has gone unclaimed and has been claimed by the state?
What is escheatment?
The MBTA subway system, affectionately called “the T,” is made up of four color-coded lines. Name all four, and the fifth commuter-style line that connects the Seaport.
What are the Red Line, Green Line, Orange Line, Blue Line, and the Silver Line?
Where did Alex work for the past 5 years?
What is Wegmans?
This is Paul Gloth's title/position(s).
What is National Executive Managing Director, member of the Regional Leadership Team (RLT), part of the Investment Oversight Committee, and Shareholder at Pathstone Family Office