Can anyone help me out?

Hi all,

I was wondering if anyone on here would be willing to help me out via pm, email, etc.

Essentially I interviewed with a private banking group for an internship (think big name, clients $10mm+). They gave me a "homework assignment" to complete over the weekend. There's just a few things I'm unfamiliar with that I could really use some help on and some input. I would be extremely grateful for any assistance anyone out there would be willing to render.

Thank you.

2 Comments
 

There's 3 questions. One relates to manipulating a portfolio (comprised of a few different positions and securities)in a manner that's the most efficient for the owner to make a charitable donation. One question relating to predicting market trends, and one asking for my specific recommendation regarding a security.

 

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