Consumer & Retail
Define the private equity model.
What is buy a company, improve a company, sell it for more money at a later time?
In the analogy shared by Max, name the bankers that are the "team players", the bankers that are the "team captains", and the bankers that are the "coach."
What is an analyst (team player), what is an associate/VP (team captains), what is a director/managing director (coach)?
The meaning of the acronym "BGPM."
What is Banking Group Portfolio Management?
What "KBCM" is an acronym for.
What is KeyBanc Capital Markets?
The slide that provides a clear roadmap for the rest of your presentation.
The average hours our investment bankers work in the office each day.
What is 10am-8pm, or 9am-7pm?
The types of companies that make up the "Utilities" part of UPRE.
What is electric and water companies?
The phenomenon where the more product that is sold, the cost per unit goes down.
What is "economies of scale"?
The names of 4 cities that KBCM has offices in.
What is Cleveland, NYC, San Francisco, Boston, Chicago, Charlotte, Portland, Seattle, and/or Houston?
The length of time you spend as an analyst, and then an associate, and then a vice president.
What is 2.5 years, 4 years, 4 years?
Name one of the sectors Consumer & Retail works in.
What is casino/gaming, retail stores, food & beverage, convenience stores?
The UPRE team works with the Portfolio Management team to complete THIS process.
What is Underwriting?
The process of looking into other companies who are similar to you and will have similar customers.
What is a "Competitive Analysis"?
The year of college that you apply for investment banking internships (for an internship after junior year).
What is sophomore year of college?
The process of reaching out to companies who are not yet our clients to get their business.
What is "prospecting"?
The process of figuring out how much a company is worth.
What is valuation?
This is one advantage of not being a "bulge bracket" firm.
What is more access to a greater number of clients due to lower minimums?
The cost of making the product.
What is "cost of goods sold"?
What is "align" and "group"?
Name a few tasks that our analysts (first and second year bankers) complete.
Name a type of valuation method.
Comparables ("comps"), past/historical sales, discounted cash flow models, leveraged buyout model.
Explain the relationship between an increase in power demand, and Artificial Intelligence.
What is "AI uses more power than a traditional google search"?
This is what it is called when you fail to make payments as agreed in the loan agreement/covenant.
What is "defaulting"?
Name the 5 levels of career progression in investment banking.
What is Analyst, Associate, Vice President, Director, Managing Director?
What is a Vice President?