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Wealth management basic template
Hello to all I am new to this community so I wanted to ask the more experienced people here where I can get my hands on a basic wealth management/net worth management template on MS Excel. I am looking for nothing advanced or sophisticated. Just a basic sheet would do. I hope you can help. Thanks.
EB5 and Traditional Capital Raising
Hi All, My company raised about 50MM in 2014 through the EB5 program. Since then, we have invested the capital and are getting a 15% ROI. We would like to raise another 100MM now that we know our strategy is successful. We are looking at branching out into traditional capital but that is not my...
Private Money Funds
Private Money Capital Funding-We fund $1 to $20/million per month in private/hard money loans using private investors. Residential and Commercial lending. Is there some way to partner or set up with a direct capital source at a low rate. This would increase our spread and profit as we currently...
Best Groups Evercore NYC for Prestige, Deal Flow & Top PE Placement
Now that Evercore's M&A NYC Analyst class is getting bigger (~50 Analysts) and they are placing Analysts into groups earlier - I was wondering what the top groups at Evercore are considered to be? I'm interested from a deal flow perspective, prestige perspective, and best exit opportunities into PE...
AlphaCapitalCRE Chicago? Ever hear of it?
In general, anyone have any info into Alpha Capital CRE in Chicago? Looks to be a smaller firm that still fends for its own.. I had a buddy intern there last summer but has yet to respond on experiences. Anyone know much about intern, full time analyst or firm in general? Is it truly respected or...
Gemini Investors
Gemini Investors is a private company investor with a focus on the smaller end of the middle market, investing in established companies with experienced management teams and good growth prospects. We can provide both equity and debt capital and our investment can represent either a minority...
First Round Interview at Five Rings Capital LLC?
Hi. I'm a junior and received a first round 20-30min phone screening trading interview at Five Rings Capital LLC for their summer internship. Can anyone give me some insight as to how the interview might go? The founder is from Jane Street Capital I believe, so I wonder if the interview will be as...
Advice needed: Offers from Top Performing HF in Hong Kong vs Reputable AM (Fido/Capital/Wellington)
Dear WSO , I currently have two offers and I would like some advice on which one I should pick as I've heard logical arguments for both sides. Goal is to eventually work in a HF but willing to stay in AM if pay is good enough for a very comfortable lifestyle. Background: Completed internships at a...
Comparing costs of capital
So I'm looking at an interesting problem right now. My firm is making a series of acquisitions (entitlement / early stage development deals) that can't be financed by senior debt. We've been raising equity for our GP platform under a very favorable structure and also have a great relationship with a...
Carrington Capital Management
Fund started in 2003 by Bruce Rose of Salomon Brothers. Strategy focused on control-based investing in the US real estate, mortgage and fixed income markets. Known for their buyout of the leading mortgage originator New Century during the 07-08 crisis. Based in Old Greenwich, CT. Thoughts on the...
Trading Ops Offer. Good place to start?
Curious if I should accept a job offer in Trading Operations. I've been aggressively trying to get something in the front office . Not having much luck. Is starting in Trading Operations wise?
Macquarie Capital IB West Coast
Hello everyone, Would you guys and gals be able to provide some insight into Macquarie's West Coast (SF,LA) IB operation? Deal flow, deal sizes, industries covered, reputation, exit ops, etc. Thread responses and PMs are welcome. Thank you all!
Bank of America Merrill Lynch Capital Markets FO considered IBD?
a couple of quick questions that i couldn't find answers to after googling/searching around. 1. is capital markets considering an investment banking position? I have an offer from BAML Capital Markets and was wondering if it's considered a FO investment banking position or not? Would I be able to...
couple of questions regarding investment banking/capital markets
a couple of quick questions that i couldn't find answers to after googling/searching around. 1. is capital markets considering an investment banking position? I have an offer from BAML Capital Markets and was wondering if it's considered a FO investment banking position or not? Would I be able to...
Bellwether Asset Management
I was wondering if anyone has heard of this off- balance sheet , real estate Asset Management firm, supposedly a newly formed branch of Oaktree Capital. No idea what the interview is supposed to be like (applying as an Intern), anyone heard of them, or can provide some insight?
Recruiting at Fido/Capital/T Rowe
How difficult is it to get a seat at one of these places out of MBA? I assume they only recruit out of the M7 programs but even than, how long are the odds? I'm thinking about going back to school with the intent to pivot to a Top AM firm but I don't have a good grasp for the recruiting process. For...
Wriston's Law of Capital
Wristons law of capital is named after Walter Wriston (1919-2005). He was a banker, and former chairman of Citicorp. He was widely regarded as the most influential commercial banker of his time(at least according to Wikipedia). The law states that: “Capital will always go where its welcome and...
Capital Requirements – Bond Trading
Anyone an active bond trader here? I work in the primary markets and create the paper floating around out there that everyone has so much fun trading , but I don’t have a feel for what hoops individuals have to jump through for capital requirements. It’s interesting that in the option markets,...
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Determining Tier 3 Capital
How would I go about determining how much tier 3 capital a bank has? Thanks a ton! Before you say search, I have looked on Google and I have some idea but often times you guys are better at laying it out in understandable terms.
Determining Tier 3 Capital
How would I go about determining how much tier 3 capital a bank has? Thanks a ton! Before you say search, I have looked on Google and I have some idea but often times you guys are better at laying it out in understandable terms.
US Capital Partners
Any info on this boutique investment bank? Thinking of applying. Any info would be appreciated. Thanks! www.uscapitalpartners.net
Evolution Capital Trading?
Anyone have info about Evolution Capital Trading (EVO) like their culture, work hours, salary? They trade the Asian markets and are based in Hawaii with offices in Tokyo and Hong Kong. Haven't heard much about them, but have an interview with them.
Which Internship to choose from ( PWM) ?
Hey guys, I have been lurking on here for a while, and this is my first post. I have two internship offers this fall ( couldn't find anything spectacular). There both at BB in PWM . I really can't decide which one would be more beneficial or rewarding, and was hoping to get some input. The first...
GE FMP Questions
Hey guys, I'm opening another thread to discuss GE's FMP program. I have read everything on the forum I could using the search and still have questions. So here they are. What kind of pay can an FMP expect? (Before and after program) Possible career path in GE (Incl. salary ranges and yr to get...
Any information on Pomona Capital
Does anyone have any info on Pomona Capital? I know they're a decent size ~$7BN, but I am not sure what their rep. is. Any info whatsoever would be very appreciated. Also, once one gets their foot in the door of PE , how difficult is it to move around? Thanks in advance.
Request for Capital IQ list of Toronto Hedge Funds
Could someone with Capital IQ access post a list of Toronto-based Hedge Funds? Cheers, X. Warburg
Change in net working capital and interest and tax expenses
Ok, so I calculate net WC as current assets - current liabilites. Cash IS included in current assets, as it should be. Change in net WC is obviously just the delta between two years. My question is this: when you pay interest and taxes, I understand that they show up on the income statement, but...
Venture Capital in Pittsburgh for BB?
This question is most likely going to come across as very vague but I'm looking for whatever insight any of you have to offer. Would experience at a venture capital fund in Pittsburgh be in any way relevant enough to look good on a resume for BB ? In other words, even if it is at a relatively small...
BB Cap Markets --> IB
Can anyone tell me difficulty of moving from BB cap markets to IBD ? Trying to make a job decision
Indus Capital
Has anyone heard of them? Thoughts? They are an Asian-focused hedge fund based in Hong Kong.
Swiss Finish Sets New Standard for Global Bank Regulation
INCIDENT: The traditional Swiss finishing school taught young women etiquette and social graces, but international bank regulators are talking about something much tougher when they refer to a “Swiss finish” for global banks. Just how tough became clear last week, 4 October, when a Swiss...
Liquid Capital interview
Hello everyone, Has anyone gone through a final round finance interview with Liquid Capital Markets? What was it like? Also any info on them that's not on their website would be greatly appreciated. Many thanks
Greek God Theorem
Alright people, I'm coining the following Theorem: IF you type the name of any Greek God or Goddess followed by the word "capital," "investment," or "management" into Google, THEN you will find that there exists a company by that name. I would say that I have an above average interest in mythology,...
Sources for raising initial capital
Hey, I'm doing some research into the different avenues for raising capital for a new fund. Would anyone have any insight into whether anyone specialises in providing fund capital? More specifically a mezzanine fund. From what I've seen so far the options seem to be placement agents, distribution...
Corporate refinancing
Hey everyone, Im working on a topic for my MD right now and the topic is: Refinancing maturing debt obligations- is loan restructuring or asset disposal the way to go? How soon will credit markets ease up and how much capital is sitting on the sidelines? Would really appreciate it if someone coudl...
Why should a falling share price matter re capital raising?
Very simple question guys - very frequently recently, there's always stories on companies (banks the common one) where the stock price has dramatically fallen, always followed by speculation whether this means they'll need to raise new capital. But I don't get how a falling share price, traded on a...
Anyone looking for an internship with a venture backed startup?
If you're looking for an internship with a venture-backed startup to hone your entrepreneurial skill set - check out this program offered by True Ventures out in the Bay Area. Basically, they pair you with one of their portfolio companies for 8 weeks over the summer. I participated last year and...
Confidence Interval Questions from Jane Street
I was just wondering what kind of questions these are. I heard they ask you to give confidence intervals for your answers, but I don't understand how you can do that (i.e. how would we find the margin of error when all you've done is found an answer to a brainteaser ?). Also, I was curious as to how...
Wellspring Capital Management
Hey, anyone have any info on Wellspring Cap Management? Size? Comp? Workload? Reputation? An out of work relative has some connections over there but has been getting a lot of conflicting info, so I thought I'd help him research the company a little bit.
Babson Capital Interview
Hi there, Does anyone know how Babson Capital structures their interview? When do people hear back after the interview? Thank you.
Can someone explain the craziness in the capital markets?
CNBC and others are mentioning this quite a bit, and a banker I spoke to today also brought it up as a reason why deals are not getting done right now. Frankly, I still don't completely understand what the problem is and how this affects M&A transactions. Can someone shed some light on what this is,...
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