Pictures of People
Name two of the Alternative solutions available at CNB.
Railcar, Aviation Leasing, Strategic Credit - CLO, Reinsurance
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Private Platinum Banking
Who is the fund manager of the emerging market equity strategy? Firm Name
Daily Double $200 - Name the portfolio manager (actual person)
Fiera Capital
Anindya Chatterjee
What major athletic competition has Garrett D'Alessandro achieved three times ?
Ironman Triathlon
What activity would help drive new business ?
Name any of these: Calling existing clients, engaging COIs, conduct or host thought leadership events, Ask for Referrals, Work with internal partners.
Who is City National's CIO?
Tom Galvin
What does VRDN stand for?
Variable Rate Demand Note
This strategy seeks significant income and, as a secondary focus, long-term capital appreciation with target yield of 4-5%
CNR Dividend & Income Fund
What are CNR Assets Under Management ? $?
$45B
These are some external Research Resources to assist in prospects and/or learning about clients.
WealthX, Wealth Engine, RelSci, TitlePro
True or False-
CNB/CNR proactively push alternatives to clients monthly. It is important to push these types of alternatives!
FALSE - We do not push, we try to understand clients objectives and develop thoughtful portfolio's to meet their individual goals.
Structured deposit comprised of a time deposit with a currency‐linked option to potentially earn a higher yield over traditional CD.
Currency Linked Certificate of Deposit (CLCD)
This fund seeks long-term capital appreciation by investing in large & middle cap US Companies
CNR US Core Equity Fund
At what level of "total investment $$'s " do you need to include Garrett D'Alessandro or Tom Galvin?
Client total investments >$25MM
BONUS $$ 300
- if sophistication mention and # of competitors?
Scenario: Prospect has $60MM invested with JP Morgan and $40MM in real estate - getting divorced for 2nd time, has three children (one child has special needs and others are successful business owners).
Who would you introduce to this prospect ?
Jeffay, Alan, Carolyn, (Credit Partner), RE Trust... the expanded client team (PBO, CM)…. LOB - CB?
True or False
All Alternative Investments require filing an Income Tax Extension (True or False)
False.
Many CNR Alternative solutions produce a 1099 well before April 15th
Strategy seeking to provide competitive returns with a limited array of short-term fixed income securities focusing on low degrees of principal volatility
Liquidity Management
This Fund invests in below investment grade securities (i.e. corporate HY, bank loans, EM Debt) targeting an overall yield of 5-7%
CNR Fixed Income Opportunities Fund or FIOF
How Many PPP Loans did we process as a bank in Phase I ? Round up.. # and $
12,000 applications for $4B
A trust service that generates TIM Revenue but does not involve marketable securities?
Real Estate Trust
This aspect of railcar and aviation leasing strategies leads to tax advantaged returns….
Depreciation
What the minimum account size for CNR Liquidity Management Strategy?
$5MM
BONUS - Daily Double $1000
Name two Sub-Advisors in the Fixed Income Opportunity Fund
Federated, Seix, Ashmore, GML, CIFC, Alcentra,
Why type of investing refers to buy-and-hold portfolio strategy for long-term investment horizons, with minimal trading in the market?
Bonus: $500 = What type of investing is the most common form of the ____ Investing?
Passive Investing BONUS Answer- Index Investing (ETF) is most common form of Passive Investing - i.e. Vanguard 500 Index Fund VFINX
An activity in the sales process that is critically important for a successful client presentations meeting?
Pre-call with clear plan outlined and roles identified. Post call to capture what we heard/learned and clear next steps plan.