Technicals
Walk from basic EV to EQV
EQV = EV - Debt + Cash - Non-Controlling Interest - Preferred Stock
Technology, Media, and Telecom
What does the P/E ratio stand for? Explain P and E specifically
Price / Earnings (Stock Price / Company Earnings)
What type of drink do you buy for a banker during a coffee chat
Latte
Name the Mag 7
Apple, Google, Microsoft, Nvidia, Tesla, Amazon, Meta
What are the 4 main valuation methods & rank them in terms of valuation price in a good market condition
1. Precedent
2. Comps
3. DCF
4. LBO
Name 10 Elite Boutiques
Evercore, Lazard, CVP, PJT, Moelis, PWP, Q, Rothschild, Liontree, Raine, Gordon Dyal, Gugg, Greenhill, Tidal, Ardea
Who's Citi's CEO?
Jane Frazer
Name all the guest alumni speakers
Josie, Mary, Eddie, Archie, Jeff
What are the three main Market Indexes in the US
S&P 500, Dow Jones, Nasdaq
Name 3 more valuation methods other than the 4 main valuations
1. Dividend Discount
2. Sum-of-the-Parts
3. Liquidation
4. Replacement Cost
Who's the Fed Chair during the tech bubble bust
Alan Greenspan
Which Investment Bank fired Jamie Dimon
Citi
How much weight did Nathan gain from last summer till now?
40 pounds
When the Interest Rate Goes up, what happens to the bond price & bond yield?
Bond price goes down, Bond yield goes up
Calculate Diluted EQV: 1000 shares, $5/share, 200 options with exercise price of $3
1200 shares & $600 buy-back = 120shares buyback = 1080 shares @ $5 = $5400
Name 6 of the top 10 PE firms
BX, Carlyle, KKR, Bain, Apollo, TPG, Brookfield, Thoma Bravo, Vista Equity Partners, Warburg Pincus
Name top 5 investment banks before the financial crisis & what happened to each
GS (No Change), MS (Huge Japanese investment), Bear Stearns (Acquired by JPM), Merrill Lynch (Acquired by BofA), Lehman Brothers (Barclays & Nomura)
When's CFC's kickoff meeting this semester? (Margin of Error: 7 Days)
Feb 12th 2025
Name the 3 most recent bear markets, provide specific years
2000-2003 Tech Bubble, 2007-2009 financial crisis, 2021-2022 Rate hikes
What is the IRR for a 3x MoM & 3 Year investment, how about a 2.5x MoM & 5 Year investment?
3x in 3YR = 45% IRR
2.5x in 5YR = 20% IRR
Name 4 industries & the top 2 banks that do it
TMT: GS, MS, JPM, Q
Healthcare: JPM, CVP, GS, Citi, MS
Industrials: Citi, BofA, GS, JPM
C&R: GS, BofA, CVP
REGL: BofA, WF, JPM
Energy & Infra: BofA, Citi, GS, Jefferies
Choose one:
Blackstone's Founder was previously MD of which firm?
Which PE Firm Started the Idea of LBO?
1. Lehman Brothers
2. KKR
What's Ryan and Nathan's Full Name
Luo Youlin
Liu Yanchen
What's the closing point of the S&P 500 for today? (Margin of error: 50)
5606 (5550~5650)