Investment Banking
Name 3 Investment Banks
Possible Answers: Goldman Sachs, JP Morgan, Morgan Stanley, Bank of America, Citi, Barclays, UBS, Deutsche Bank, etc.
This job involves managing money for large institutions like pensions and endowments.
What is Asset Management?
A person who starts and builds a new company is called this.
What is a founder/entrepreneur?
Money you borrow and have to pay back with interest.
What is debt?
What is it called when one company buys another company.
What is an acquisition?
This type of client might work with a Wealth Manager: a billionaire family or a business owner.
What is a high-net-worth individual?
When a startup raises money for the first time from investors, it’s often called a “_____ round.”
What is a seed round?
A payment companies give to shareholders from profits.
What is a dividend?
What do investment bankers help companies raise when they need money to grow?
What is capital?
AWM uses this type of investing to focus on steady, long-term growth rather than quick flips.
What is long-term investing?
This is the term for a startup valued at over $1 billion.
What is a unicorn?
The total amount of money a company makes from selling its products or services before expenses.
What is revenue?
Name one of the three financial statements.
Possible Answers: Income Statement, Balance Sheet, Cash Flow Statement
This famous firm is known for managing Harvard’s endowment.
*Fun Fact: the largest academic endowment in the world ($56.9 billion as of June 30, 2025)
What is Harvard Management Company?
Name any two founders who attended Harvard.
Possible Answers: Mark Zuckerberg (Facebook), Bill Gates (Microsoft), Spencer Rascoff (Zillow), Nathan Blecharczyk (Airbnb), Will Ahmed (WHOOP), etc.
The total value of a company’s shares in the stock market.
What is market cap (capitalization)?