Fixed Income
When Yields Rise, Prices _______
What is fall/go down
Low cost, Tax Efficient, and ____
What is Competitive Performance?
The two primary Aperio strategies available on MLONE
What is Tax Neutral and Tax Loss Harvest?
POF V used this type of PE strategy
What is Direct co-investments?
What is The CIMA?
The Fixed Income Pyramid is broken down into what three categories
What is?
Equity Diversification
Capital Appreciation
Income
All Factors rebalance semi-annually except
What is Momentum?
Aperio's biggest competitor?
What is Parametric?
The investment minimum of POF V
What is 250k?
Dave Won this major BlackRock award at the end of 2021.
What is Heart of BlackRock award?
The Three types of Bond Strategies
iShares originated this year
What is 2001?
Report that provides advisors with different scenarios for funding their account
What is Transition analysis?
What is the Jay curve.
Dave Attended _____ College
BP:100
What was his major?
What is West Coast Baptist College?
BP:
Education
The Institutional Ticker For Total Return Fund.
What is MAHQX?
The head of iShares
What is Salim Ramji?
Buying a put and selling a call is known as a _____
What is a Collar?
This Electric car company that was a successful investment in POF IV
What is Rivian?
Dave has failed how many Licensing/qualification exams?
BP(200): Which exams and which exam twice?
5
7, 66, cima, caia x2
If it is 12:30 on Friday, and an advisor has 15 bonds. What is the square root of an isosceles triangle...
What is BONUS ROUNDDDDDDD!?!?!?
Choose how many points you would like to wager.
(30-60 second pitch on FI fund of choice)
Fill out this chart (only ? need answers)
BP (100): Fill all expense ratios
Value Core Growth
Large ? ? ?
Mid x ? x
Small x ? x
Value Core Growth
Large IUSV (.04) IVV (.04) IUSG (.04)
Mid x IJH (.06) x
Small x IJR (.07) x
Three different SpiderRock outcomes that SpiderRock strategies seek...
What is Income generation, downside protection, and concentrated stock risk management?
Name two advantages of co-investing, other than Mitigating the J-Curve
What is Double Layer of due diligence, and Diversified access to top tier private equity sponsors?
100 pts per answer
Dave Started in the industry at what firm _____
In What year_______
His Role was _______
Dave Came over to BLK what year ______
What was Daves role when he first came to BLK____
1: ML
2:2014
3: Financial Advisor
4: 2017
5: IMA/MSP BP(100): what territory?