WACCmaxxing
What is alpha?
Alpha is the company specific risk premium that capture investment company specific risks within the WACC equation (unobservable input)
Approximately when do the BCP subcommittee occur?
~2 week prior to quarter-end
What is the key factor we consider when deciding if a deal going to IFVS at Q3?
Significant risk deals or complex models (OPM)
What is a key qualitative factor in valuation?
Will accept: macroeconomic, geopolitical, industry, news articles/current events,
What link to a call do I send following q-close?
Bx Quarterly Call
When do we perform the risk assessments during the year?
Q2, Q3, Q4
3 key snapshot prep
set up call with seniors, email managers writeups, submit staff snapshots (or send mgrs list of what you do...etc.
When do Q3 valuations need to be complete?
Prior to Thanksgiving disconnect
When should you request the AC deck from Aikya on PV&A
~2 weeks after Q-close