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Wall Street Oasis
55 minutes | Jun 17, 2021
E167: MF Private Equity and Bulge Bracket Investment Banking in London
In this episode, member @yekino shares his interesting path to high finance. From attending a program in university that had him going to school in Italy, Hong Kong and California to breaking into a summer analyst role in London at a US bulge bracket investment bank, listen how he navigated each transition and his tips on recruiting as well as his thoughts on the differences between investment banking and megafund private equity in London.
53 minutes | Jun 10, 2021
E166: Oxford to Evercore IB to MM Private Equity in London...and the Transition to a US PE fund
In this episode, Rohan shares the details on investment banking recruiting in the UK out of Oxford. We then explore how he ended up at Evercore, best practices for private equity recruiting as well as his transition to a middle market firm in London. He then offers us a very detailed breakdown of various Visas and Green Card considerations when trying to move to the US for work since he recently navigated a transition of his own.
45 minutes | Jun 3, 2021
E165: Pro Hockey to Equity Research to Point72, Millennium and COO of a Startup
In this episode, we learn how Gerard left college early to go pursue a professional hockey career in Europe. Find out how he broke into Columbia almost 5 years later, why he was so behind for finance recruiting and how he got his first break at Citi in equity research, only to jump 5 months later to Point72 as a research analyst. Listen to hear why he made the jump to a startup called Hivecell and what they are up to now.
61 minutes | May 27, 2021
E164: The $700k+ Head Trader in Natural Gas Shares his Career Path and Advice
In this episode, Marcellus shares his path as a gas trader for over a decade. Learn how he survived graduating into the great financial crises, how he got his first break, the set up at a large energy company doing prop energy trading and how that was different from a trading house as well as 2 key pieces of wisdom he shares near the end on how to position yourself for a similar career.
56 minutes | May 20, 2021
E163: BB IB to MBB Consulting after Top 3 MBA
In this episode, BankertoConsultant shares his path from a target school in the midwest to a bulge bracket investment banking analyst role in New York. Learn how he was able to make a transition from the FIG group in New York to the Technology group in San Francisco and why he moved back to India for a Strategy and Business Development role a year before applying for top MBAs. Listen to hear the reasons he thinks he was able to get into a top 3 MBA as well as why he chose to go to one of the top consulting firms coming out of school.
68 minutes | May 13, 2021
E162: IB to Corp Dev + M&A with Internship Stacking from a Non-target
In this episode, @monkeydomination015 shares with us his path coming from a non-target university in the south. We learn how he was able to stack internships during his time at university to land himself at Fortress in the real estate arm right out of school. Learn why he decided to go into investment banking at a boutique shop and how he was able to leverage that role to land in corporate development at a large healthcare company.
40 minutes | May 6, 2021
E161: Private Equity At All Costs? Beating the Odds and Ending Up as CIO of a Family Office
In this episode, Kevin shares his rare path of breaking into private equity at a lower middle market fund right after his MBA at Emory after stints in consulting and investment banking. Listen to hear why he took a large pay cut, why he didn't want to go back to being an advisor and how he eventually found himself running investments for a large family office.
37 minutes | Apr 29, 2021
E160: UBS & Lazard IB to Private Equity with Detours Along the Way
In this episode, James shares his non-traditional path from the University of Georgia to working at UBS in investment banking once he graduated. We'll hear about a big risk he took delaying graduation, how he recovered when he was forced to finish his analyst stint early and why he ended up back in IB at Lazard a few years later before finally making the transition to private equity.
44 minutes | Apr 22, 2021
E159: VP at Elite Boutique IB...From Montreal to New York, Paris and London
In this episode, we follow Charles on his winding international investment banking career path. From undergrad at McGill, to working as an IB analyst in New York, to attending HEC for his Masters of Science in Paris to his eventual move to London, we find out why he jumped when he did and how he survived the long hours to find the right firm where the culture was a great fit.
59 minutes | Apr 15, 2021
E158: Corp Dev at DropBox & Twitter after IB Stint at Perella
In this episode, we learn about Calvin's path from investment banking at Perella Weinberg Partners (PWP) to corporate development at some of the top technology firms in the world including DropBox and Twitter. Listen to hear how he broke into investment banking out of Berkeley, the big risk he took going into his senior year and what it's really like working on the inside of one of these tech darlings. We talk about pay, lifestyle and some great advice for those of you looking to follow in his footsteps.
66 minutes | Apr 8, 2021
E157: Point 72's Head of Investment Professional Development Shares Her Path - Jaimi Goodfriend
In this episode, Jaimi Goodfriend, Head of Point 72's Investment Professional Development and director of the Point 72 Academy shares her winding path through Wall Street. From starting in M&A when she graduated from Michigan in 1997 to her jump to equity research a few years later, we learn the main reason she decided to pursue a career in finance and how she eventually ended up as a hedge fund analyst working for some of the most successful funds in the world including Balyasny and Citadel.Find out why after 3 years on the buyside she decided to take a massive pay cut and give it all up to become a professor at the University of Illinois and what drew her to Point 72. Finally, in the last part of the pod, we discuss the Point 72 Academy, what they look for in undergraduate hires and young professionals, the future of the industry as well as the odds of actually breaking in.Key links: Point72 Academy | Point 72 Career Summit - February 25, 2021
54 minutes | Apr 1, 2021
E156: Equity Research to Investment Banking at a BB to MM Private Equity in Consumer & Retail
In this episode, ConsumerInvestor shares her path from a non-target school to breaking into the equity research group at a bulge bracket bank. We learn how she landed a key sophomore summer internship, why she was so attracted to equity research, and how she eventually made the transition to another bulge bracket bank in order to get into investment banking. Listen to hear how Covid changed everything, what she did with her promotion to associate, and what main tool she used to help her navigate the private equity recruiting process.
50 minutes | Mar 25, 2021
E155: Non-target School to West Coast Tech M&A at a BB and a top Venture Capital fund
In this episode, member Benioff The Third shares his unlikely path from a non-target school on the east coast to one of the top VC funds on the west coast. We learn how he broke into investment banking at a middle-market shop, why he lateralled to a bulge bracket in tech M&A and eventually why he made the leap to VC. Listen to some great tips on how to position yourself to make a successful transition into venture capital as well as how he got comfortable starting his own business after only one year in VC.
53 minutes | Mar 18, 2021
E154: Morgan Stanley Tech IB, Khosla VC and a detour into Start-Up Land
In this episode, Matt shares his impressive path from UPENN as a biology major to equity research at Morgan Stanley. Learn how he managed to make an internal lateral move in Morgan Stanley's tech IB team, how that opened up the opportunity at Khosla in venture capital and how he approached starting his own business. Finally, learn why Matt ended up back in the corporate world as the HEad of Corp Dev at ServiceNow and why he recently pivoted to the Head of Strategic Finance.
54 minutes | Mar 11, 2021
E153: Private Equity VP Keeps Getting the Early Promotions...but Why?
In this episode, Harrison shares why he turned down a full ride to Stanford to play soccer at Indiana University, how he broke into investment banking at JP Morgan and why he transitioned to a smaller middle market firm in Cleveland. Learn how he quickly positioned himself for one of the few coveted private equity spots in Cleveland and how he's already been promoted early twice in his young career.
58 minutes | Mar 4, 2021
E152: Special Chat with John Hopkins MBA and MSF Students
In this special episode, I give honest advice to a small group of MBAs and MSF students from John Hopkins University that face an uphill battle when trying to apply to front office finance roles. We talk strategy when networking, the future of WSO and I try not to sugar coat anything.
50 minutes | Feb 25, 2021
E151: Real Estate Private Equity from a Non-Target
In this episode, John shares his path from a non-target university to his current job in real estate private equity in south Florida. Learn how he was able to land his first internship in M&A, how he managed to transition an internship role into a full-time offer from a family office post-graduation and what he did when he was fired 3 months later. Listen to hear what saved John countless times when his career could have taken a very different turn for the worse.
65 minutes | Feb 18, 2021
E150: Side Hustles and Curiosity Lead to Heavy Networking and Success
In this episode, Omar shares his winding path trying to find his way forward. Coming from a family of entrepreneurs, he didn't feel pressure to get a traditional job coming out of school and had experimented with side hustles throughout his time at the University of Toronto. Listen to hear about his networking hack when he was working in dead-end Asset Management and Equity research jobs, why he moved to Calgary and later to upstate New York with no job lined up and what changed to allow him to start to build significant wealth in Texas.
98 minutes | Feb 11, 2021
E149: "Very poor" to VP at Goldman Sachs in PWM for over a decade
In this episode, we hear about Pierre's improbable story. From growing up with almost nothing to being a first-generation high school and college graduate and earning $30,000 in his first job out of school, to pursuing a master's in organizational psychology and eventually landing at UVA for his MBA at Darden. We learn how he managed to secure a job at Goldman during the great financial crisis in the Private Wealth Management division, how he navigated feeling like an outsider and why he eventually moved back out west.
62 minutes | Feb 4, 2021
E148: Investment Banking at BAML to Private Equity out of UNC
In this episode, TarHeelMonkey shares his path from UNC to BAML. We understand what interested him in finance back when he was in 8th grade, why he didn't get a full-time offer in his first summer and why he ended up transitioning into private equity after 1.5 years in banking.
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