Podcasts by Wall Street Oasis

S E190: E190: Partner at RareBreed VC from Cornell MBA from 2022-02-17T15:04:12

In this episode, Jonathan Kroll, partner of RareBreed VC fund shares his winding path coming out of UC Santa Barbara. From teaching himself how to code to launching two startups out of scho...

S E189: E189: UK Target to Singapore in DCM in Investment Banking to Treasury in Hong Kong from 2022-02-10T11:00

In this episode, CapM shares his path from a top target in the UK to working in debt capital markets for an investment bank in Singapore. We learn why he moved to the UK for school, why he ...

S E188: E188: Google PM from JPM IB in Hong Kong and Accenture Strategy Consulting from 2022-02-03T11:00

In this episode, Bryan shares his winding path while attending Berkeley and his first few years out of school. From landing a VC internship his sophomore year, to a junior year internship i...

S E187: E187: How to Break into a Top Hedge Fund - The Analyst Speaks (Part 2 of 2) from 2022-01-27T11:00

In this episode, we continue my talk with Propshead about his progression as an investor at a top hedge fund. Learn what is expected of you when you first start, how you can grow and listen...

S E186: E186: How to Break into a Top Hedge Fund - The Analyst Speaks (Part 1 of 2) from 2022-01-20T11:00

In this episode, we follow member Propshead on his nontraditional path working in emerging markets in various startups to working as a strategy consultant before his MBA. Learned a key step...

S E185: E185: VP in Investment Banking Jumps to Stand Up Comedy&Acting from 2022-01-06T11:00

In this episode, Dick shares his winding path from George Washington University to investment banking. We learn why he took a few years off in the middle of college, why it took him another...

S E184: E184: SE Asian Immigrant at 15yo Breaks into Investment Banking from Non-target and UMM Growth Equity Fund from 2021-12-30T08:00

In this episode, Howie shares his story as an immigrant moving to the United States when he was 15 years old. Learn how he picked up English so fast, how he did so well in high school, how ...

S E183: Victor (Session 8) - The SIE and Series 7 and a Trip to Hawaii? - Dec 17, 2021 from 2021-12-23T08:00

In this episode, we catch up with Victor the same day after he finishes up his Series 7 top off exam after a grueling few months of studying. Listen to hear why he's headed to Hawaii for a ...

S E182: E182: Truck Driver + Community College to Valuation Associate Making Close to $200k/yr in Under 5 Years from 2021-12-16T11:00

In this episode, Dave, aka CertifiedFinanceAce, shares his winding path and how he has found a great career as a senior valuation associate making over 10 times what he did just 5 short years ag...

S E181: E181: Former Goldman Fixed Income Trader jumps to Head of Trading at Anchorage (Crypto) from 2021-12-10T11:00

In this episode, Yuriy shares his path from Boulder to operations at Goldman in Salt Lake City back in 2007. Learn how he survived job cuts and got promoted and why he eventually decided to...

S E180: Tarnvir (Session 2) - Prepping for Interview Season, The Worst Advice and Diversity Programs - Nov 4, 2021 from 2021-11-25T11:00

In this session, we catch up with Tarnvir as he has made the successful transfer to Emory from Baruch since we last spoke over the summer. We have a long discussion about diversity programs...

S E179: E179: Female Equity Trader at a BB in London from Asset-backed Securities Sales Desk in Germany from 2021-11-18T11:00

In this episode, EquityTrader shares her path from a Masters degree in France to working in FX Sales in Belgium. We learn why she was so confident quitting, how she ended up in Germany at a...

S E178: E178: Back Office in IB to Investment Analyst at Titan (Fast-growing FinTech Company) from 2021-11-11T11:00

In this episode, Chris shares his winding path from the University of Miami all the way to his current role as an investment analyst at Titan, a fast growing fintech firm. We cover a lot in...

S E177: Grace (Session 18) - Citi Internship Over and Junior Year has Started - Oct 18, 2021 from 2021-11-04T10:00

In this session, Grace shares her experience working at Citi as a summer analyst across two groups. Listen to some important lessons and what her plans are for Junior Year since she already...

S E176: Grace (Session 17) - Citi Internship About to Begin - Jun 14, 2021 from 2021-10-28T10:00

In this short session, Grace and I discuss her Citi internship this summer and I give her some advice on how to make sure she doesn't burn out with the long weeks.

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S E175: Victor (Session 7) - Fidelity Starts...but another Wrinkle Emerges - Oct 13, 2021 from 2021-10-21T10:00

In this session, Victor shares how his life has changed since starting training at Fidelity in their asset management division. We learn about his upcoming SIE, Series 7 and Series 66 exams...

S E174: E174: Barclays IB Associate in ECM Makes The Brave Leap from 2021-10-07T10:00

In this episode, we hear from Aaron, a former investment banking associate that worked in equity capital markets at Barclays in New York. Learn how he managed to land a job in investment ba...

S E173: E173: 2.5GPA to Investment Banking Associate from 2021-09-30T10:00

In this episode, NonTarget5 shares his path from a non-target school in the Southeast to landing at a top investment bank as an associate. Learn how even at a part-time MBA program with min...

S E172: E172: Buyside High Yield Credit role out of Duke Masters of Management Program from 2021-07-22T10:00

In this episode, S shares her story from India to the one year Duke Masters of Management program. We learn how she landed a role as a buyside analyst at a high yield credit shop, how she m...

E171: VC Investor out of GM's FLDP Program and Duke from 2021-07-15T10:00

In this episode, Julia shares her non-traditional path. From landing a sales & trading internship at Morgan Stanley and realizing it wasn't a good fit to landing multiple offers at a wi...

S E170: E170: Director at Citi in ECM London and his 14 Year Run from 2021-07-08T07:00

In this episode Chris shares his path from the University of Zurich to working in Citi's London office for 14 years.   Listen to hear his recruiting advice, what it was like when ...

S E169: E169: VP at BB Investment Bank on Work-life balance&Breaking in from a Non-traditional Background from 2021-07-01T10:00

In this episode, Synergy shares his path from a non-target school in the US to working in China post-graduation in consulting. Listen to hear how he thrived in China, transitioned to a Big ...

E168: Private Equity Portfolio Ops from Accenture and Deloitte from 2021-06-24T10:00

In this episode, Dan shares his path from the strategy group at Accenture, to M&A strategy at Deloitte and how he positioned himself to work with private equity clients. We learn what h...

S E167: E167: MF Private Equity and Bulge Bracket Investment Banking in London from 2021-06-17T10:00

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 breaki...

S E166: E166: Oxford to Investment Banking to MM Private Equity in London...and the Transition to a US PE fund from 2021-06-10T10:00

In this episode, Rohan shares the details on investment banking recruiting in the UK out of Oxford. We then explore how he ended up in investment banking, best practices for private equity recr...

S E165: E165: Pro Hockey to Equity Research to Point72, Millennium and COO of a Startup from 2021-06-03T10:00

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 f...

S E164: E164: The $700k+ Head Trader in Natural Gas Shares his Career Path and Advice from 2021-05-27T10:00

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 l...

S E163: E163: BB IB to MBB Consulting after Top 3 MBA from 2021-05-20T10:00

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 trans...

S E162: E162: IB to Corp Dev + M&A with Internship Stacking from a Non-target from 2021-05-13T10:00

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 t...

S E161: E161: Private Equity At All Costs? Beating the Odds and Ending Up as CIO of a Family Office from 2021-05-06T10:00

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. Lis...

S E160: E160: UBS&Lazard IB to Private Equity with Detours Along the Way from 2021-04-29T10:00

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...

S E159: E159: VP at Elite Boutique IB...From Montreal to New York, Paris and London from 2021-04-22T10:00

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...

S E158: E158: Corp Dev at DropBox&Twitter after IB Stint at Perella from 2021-04-15T10:00

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 DropB...

S E157: E157: Point72's Head of Investment Professional Development Shares Her Path - Jaimi Goodfriend from 2021-04-08T10:00

In this episode, Jaimi Goodfriend, Head of Point72's Investment Professional Development and director of the Point72 Academy shares her winding path through Wall Street. From starting in M&...

S E156: E156: Equity Research to Investment Banking at a BB to MM Private Equity in Consumer&Retail from 2021-04-01T10:00

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...

S E155: E155: Non-target School to West Coast Tech M&A at a BB and a top Venture Capital fund from 2021-03-25T10:00

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 invest...

S E154: E154: Morgan Stanley Tech IB, Khosla VC and a detour into Start-Up Land from 2021-03-18T10:00

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 E153: E153: Private Equity VP from JP Morgan Investment Banking from 2021-03-11T11:00

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 s...

S E152: E152: Special Chat with John Hopkins MBA and MSF Students from 2021-03-04T11:00

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...

S E151: E151: Real Estate Private Equity from a Non-Target from 2021-02-25T11:00

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...

S E150: E150: Side Hustles and Curiosity Lead to Heavy Networking and Success from 2021-02-18T11:00

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 an...

S E149: E149: "Very poor" to VP at Goldman Sachs in PWM for over a decade from 2021-02-11T11:00

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 j...

S E148: E148: Investment Banking at BAML to Private Equity out of UNC from 2021-02-04T11:00

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...

S E147: E147: IB at Credit Suisse in London to VP at a MM Private Equity from 2021-01-28T11:00

In this episode, "Max" shares his path on how he broke into investment banking in London coming from a non-target school in Italy. Learn how networking played a role, how he made the cut du...

S E146: E146: NYU Stern to BB Investment Bank to HF/PE/VC Hybrid Role from 2021-01-21T11:00

In this episode, Andy shares his path from NYU Stern to the stressful summer analyst internship recruiting process. We learn how he ended up at UBS, what happened when his group, Power and ...

S E145: E145: Private Equity from the Back Office and Complete Non Target School from 2021-01-14T11:00

In this episode, Dan shares his unlikely path as a history major at a complete non-target college in the midwest. We learn how he was unemployed when he first graduated, how his first job w...

S E144: E144: A 30 Year Career -- MD at Merrill, Credit Suisse Prop Desk + Starting his Own IB from 2021-01-07T08:00

In this episode, Ken Margolis, Partner of Castle Placement walks us through his 30-year finance career. We learn how he quickly moved from Audit at Arthur Anderson back in the 80s to struct...

S E143: E143: The Road to Venture Capital through Investment Banking from 2020-12-31T08:00

In this episode, Sarah explains why she ended up at a non-target school, how her 4.0 GPA opened a lot of doors and how she ended up at a bulge bracket investment bank in New York. Learn how...

S E142: E142: Investment Banking from Prague to Munich from 2020-12-24T08:00

In this episode, Jakub shares his winding path going to university in Prague and leveraging multiple internships including at KPMG and Accenture to get important experience. Learn why he we...

S E141: E141: West Point to Army to MIT MBA to BB Investment Banking from 2020-12-17T08:00

In this episode, MilitaryMonkey shares his winding path from West Point to serving in the army for over 5 years. Hear what happened on his birthday when he was stationed in Afghanistan, whe...

S E140: E140: VP in Corporate Development with IB Healthcare Chops from Jefferies + E&Y from 2020-12-10T08:00

In this episode, we learn how Joe used an extra year of school to get a masters in accounting in order to get another shot at recruiting and how he was able to land a relevant position to IB in ...

S E139: E139: Private Equity Associate in London after Lateraling from SocGen TMT to JPM TMT from 2020-12-03T11:00

In this episode, Alex shares his winding path. This includes his stops at: a non-target university in London to an equity research internship in Moscow, to a target masters program in Londo...

S E138: E138: PE as an Independent Sponsor to M&A Advisor from 2020-11-26T11:00

In this episode, Elliott shares his winding path from majoring in Mechanical Engineering to breaking into management consulting at Accenture. Learn why he decided to go to Harvard Business ...

S E137: E137: This Cheat Code Landed Him in IB and PE from a Non-Target from 2020-11-12T11:00

In this episode, ColoradoMonkey shares his path from a non-target undergraduate state school to an investment banking role at a top bank. We learn how he was able to suddenly unlock ten int...

S E136: E136: Wharton to Moelis to Travel and Back from 2020-11-05T11:00

In this episode, BoutiqueBananas shares his path from graduating near the top of his class at Wharton, why he ended up at Moelis for two years and why he decided to travel for a year after his a...

S E135: E135: Ultra High Net Worth Portfolio Management to CorpDev from 2020-10-29T10:00

In this episode, CorpDevWestCoast shares his path experiencing several 6-month long internships during undergrad to landing in portfolio management at a firm that deals exclusively with ultra hi...

S E134: E134: Google Strategy + M&A as An Engineer from 2020-10-22T10:00

In this episode, Sara walks us through her time at Michigan working toward both a bachelors and masters in engineering as well as how she was able to land an internship alongside other MBAs at M...

S E133: E133: Hammers to Big 4 Senior Manager in Real Estate Consulting from 2020-10-15T10:00

In this episode, Roger shares his story of coming from a family in construction to working at a Big 4 in the real estate consulting division. We learn what motivated him to pursue accountin...

S E132: E132: Peace Corps to Private Equity from 2020-10-08T10:00

In this episode, James shares his path from the non-profit world and the Peace Corp to working as an associate in private equity after getting his MBA from Duke. We learn what it was like l...

S E130: E130: Escaping BB Investment Banking to a Hedge Fund of Funds Career from 2020-08-27T10:00

In this episode, @TexasInvestor shares his winding road from a non-target to starting law school to a sudden pivot to a Masters in Finance. Learn how he broke into a bulge bracket investmen...

S E129: E129: MM IB to Venture Capital from a Non-target University from 2020-08-23T10:00

In this episode, we learn how Barrett managed to break into investment banking out of the University of San Diego even though he didn't even know what investment banking was until his Junior yea...

S E128: E128: Credit Hedge Fund Analyst from VP in High Yield DCM from 2020-08-20T10:00

In this episode, PragueHF shares her road from studying law and business in Prague to starting out in a commercial banking rotational program in Germany. We learn about why when she was tra...

S E127: E127: Principal in VC from M&A at Lazard from 2020-08-06T10:00

In this episode, Solomon shares his path from Ethiopia to the DC area when he was just 6 years old. Learn how his path was shaped at UVA to consider finance and how his internship at JP Mor...

S E126: E126: BCG Consultant After Long Road and Giving Back from 2020-08-02T10:00

In this episode, Brittany gives us a front-row seat to her long and winding path to land as a management consultant at BCG. Find out how she was disadvantaged as a first-generation college ...

S E125: E125: CRE Private Equity Associate Chasing Growth from 2020-07-30T10:00

In this episode, Cole shares his winding path in real estate private equity. From landing an analyst position in Agricultural PE right out of Duke to pivoting to a CRE acquisitions and disp...

S E124: E124: VP at Goldman in IB Makes it from Trading and Liberal Arts Background from 2020-07-26T10:00

In this episode, LiberalArtsBanker shares his winding path from a small liberal arts college to VP at Goldman Sachs in investment banking. Learn why he started out in a trading role, why he...

S E123: E123: Big Law to Investment Banking VP making $400k+ ...but First Sleeping in His Car from 2020-07-23T10:00

In this episode, chicago13 shares his winding path graduating from Berkeley in 2006 and trying to make it big by building apps and living in the start-up ecosystem in Silicon Valley. Listen...

S E122: E122: CLO Structuring at Morgan Stanley to Restructuring Finance at Citi to Buyside at a Family Office from 2020-07-19T10:00

In this episode, Jason shares his path coming from a non-target school, and how a mentor from his home town changed his life. Listen to how he was able to land a few critical internships, p...

E121: Enron to Director at Barclays in LevFin/Sponsors Group from 2020-07-16T10:00

In this episode, Tim shares his path graduating with a masters in engineering and quickly losing his job as the scandal at Enron unfolded.  We learn how he got back on his feet, how he leveraged th...

E120: PwC Audit ->TAS to M&A Valuations @ F500 ->FinTech Director from 2020-07-12T10:00

In this episode, FinTechSF shares his winding path from graduating during the financial crisis in 2008 and having to leave the US as an international student back to Dubai.  Learn how he got his fo...

E119: Fund Manager Says No to Goldman Right Out of School from 2020-07-09T10:00

In this episode, Yuri shares his winding path starting out graduating from his master's program in London right at the start of the global financial crisis and turning down an offer to start at Gol...

E118: High School Dropout to Top Masters in London ->Asset Management from 2020-07-02T10:00

In this episode, SkininTheGame16 shares his non-traditional path to a top asset manager in London.  From dropping out of high school to traveling abroad to breaking into a top Masters program in Lo...

E117: MD in Private Equity Secondaries - The Quant Research Angle from 2020-06-28T10:00

In this episode, Avi shares his unusual path from investment banking, to running a magazine start-up and then back into investment banking two years later.  After that re-entry into finance, Avi wa...

E116: CIO at Private Equity Infrastructure Fund from 2020-06-25T10:00

In this episode, Stephanie shares her winding path over her almost 20 years in finance.  From getting a ton of responsibility early in her career for internal M&A at a Big 4 to her pivot into inves...

E115: Partner in Private Equity with Real Estate IB/PE Background from 2020-06-21T10:00

In this episode, Daniel shares his long and winding path in finance careers.  Initially getting his undergrad degree, a CPA and a Masters in Finance in France, he moved the USA with Deloitte in the...

E114: Engineering to VC to Entrepreneur from 2020-06-18T10:00

In this episode, Ryan shares his interesting path from graduating as an Engineer in rural Canada to pivoting to get his MBA from Oxford several years later.  Learn why he ended up joining E&Y's tra...

E113: 8 year Hedge Fund Pro takes a Sharp Turn from 2020-06-14T10:00

In this episode, Sam explains his path from the Ivey School of Business to an investment banking analyst position at Credit Suisse in London, right during the financial crisis in 2008.  We learn wh...

E112: $3BN Family Office + Ultra High Net Worth Advisory to Venture Capital from 2020-06-11T10:00

In this episode, member @EdmundBerke shares his path from a non-target school in the southeast US to breaking into an investment analyst role at a $3bn family office straight out of undergrad throu...

E111: MBB to Private Equity and the Insanity of On-cycle PE Recruiting from 2020-06-08T01:19:57

In this episode, member MBBtoPE shares his path out of a target university to a top role at a management consulting firm.  We also get an inside look into what it was like recruiting for private eq...

E110: Venture Capital in Tokyo Straight from Undergrad from 2020-06-04T10:00

In this episode, Brian shares his path from undergrad in the US to working straight for a new venture capital fund in Tokyo.  Learn why he turned down his return offer in investment banking after h...

E109: Non-target Straight to the Buyside ->Partner at a Growth Equity Fund from 2020-05-31T10:00

In this episode, MidwestMonkey2 shares his story coming out of a large non-target state school.  Learn how he still managed to land incredible internships at front office investment banking roles i...

E108: McKinsey to Private Equity from a Non-target School (Part 2 of 2) from 2020-05-28T10:00

In part 2 of this 2 part chat with Paul, we cover his days working at McKinsey and how he managed to make the difficult transition into private equity as a consultant.  We talk all about the privat...

E107: McKinsey to Private Equity from a Non-target School (Part 1 of 2) from 2020-05-24T10:00

In part 1 of this 2 part chat with Paul, we cover his days as an undergraduate at a non-target school in the midwest.  We find out how he managed to break into an investment banking internship at M...

E106: Non-target ->Morgan Stanley Asset Management ->Building a Consulting Firm from 2020-05-21T10:00

In this episode, Jeffrey shares his eclectic path from two non-target schools, shifting to night classes so he could earn money in real estate his junior year and how he ended up at several Boiler ...

E105: McKinsey Health Specialist to Lazard IB to BioPharma VC from 2020-05-17T10:00

In this episode, Julie shares her winding path from studying Biomedical Ethics at Cornell to getting her MBA at Columbia, to joining McKinsey as a health specialist to her stint in investment banki...

E104: Accounting to IB at RBC and PE at HIG....to Starting His Own Company from 2020-05-14T10:00

In this episode, Brian shares his winding path from a non-target school into an accounting role right after the financial crisis.  First, he explains how he was able to pivot into RBC for a middle ...

E101: Strategy Consulting (Not MBB) to Private Equity Associate from 2020-05-11T05:59:41

In this episode, learn how @mstrat spent three years in a large consulting firm before making the jump to a middle-market private equity firm.  Learn about the recruiting process for consulting out...

E103: Partner in Private Equity - The Buyout Market and London to San Francisco from 2020-05-10T10:00

In this episode, an old high school classmate of mine, Peter Christodoulo shares his winding path and how he ended up as a Partner at a private equity megafund, Francisco Partners in SF.  We hear a...

E102: Goldman LevFin Sales to Oaktree High Yield Trading from 2020-05-07T10:00

In this episode, Justin shares his impressive path with us.  We cover how he was able to break into Goldman Sachs on the high yield trading desk directly out of a non-target university,  what his i...

E100: Credit Suisse IB to First Employee at a Data Analytics Platform from 2020-04-30T10:00

In this episode, Joshua shares his path from Princeton to investment banking at Credit Suisse.  Learn why it wasn't a great fit for him, his surprising transition out, the risks and benefits of not...

E99: CFO Services, Equity Research and the Path to Launching Your Own Boutique IB from 2020-04-26T10:00

In this episode, Douglas Rogers shares his long and winding path after graduating from Cornell in 1996.  We learn about his stint as a broker-dealer, his time as an associate portfolio manager for ...

E98: Kevin Jon - Consulting at Roland Berger in Germany to Head of Startup Accelerator in Shanghai from 2020-04-23T10:00

In this episode, Kevin shares with us his path from a top consulting firm in Germany to helping run a startup accelerator in Shanghai.  Learn why he made the jump to China, the differences in the v...

E97: Back Office to Booth MBA M7 ->Investment Banking? from 2020-04-19T10:00

In this episode, @imsurance shares what he did during his senior year when he realized his dream of going to medical school wasn't going to happen.  We learn how he graduated from Emory and went st...

E96: VC Vice President Gets his Break on an Airplane from 2020-04-16T10:00

In this episode, Steph shares his very unusual path into venture capital.  We learn how his lack of a traditional background both helped and hurt him repeatedly throughout his career.  Listen to fi...

E95: Former MD in Derivative Sales - APAC Region from 2020-04-12T10:00

In this episode, Jason Scott, former managing director at Deutsche on the derivatives sales desk talks with me about his 20+ years in finance.  With stints at Barclays and Credit Suisse, Jason has ...

E94: Corporate Turnaround Artistry + Covid-19 Rocks Economies Worldwide from 2020-04-09T10:00

In this episode, Jeff Sands, a veteran of corporate turnarounds shares his winding path.  Learn why a graduate from the south moved to Alaska for 10 years, why he got his MBA, how he transitioned t...

E93: Long-Short HF to Farmland Startup AcreTrader from 2020-04-06T03:00

In this episode, I'm joined by Carter Malloy, CEO & Founder of Acretrader.com, a site where you can easily invest in farmland.  Prior to breaking out on his own, Carter spent five years at a long-s...

E92: BB IB Associate in London from Pre-MBA Consulting from 2020-04-02T10:00

In this episode, @LondonMentor shares his journey from going to a non-target in Italy to breaking into consulting where he worked for over 3 years.  Listen how he eventually decided to take on a lo...

E91: John LeFevre of @GSElevator Joins the WSO Pod from 2020-03-29T10:00

In this episode, John LeFevre, author of Straight to Hell and popular twitter handle @GS Elevator joins the WSO pod to discuss his volatile career path.  We learn about what initially drew him to W...

E90: VC Principal Kunal Mehta and His Many Leaps from 2020-03-26T10:00

In this episode, we hear about Kunal Mehta's path from pure finance at NYU to Sales & Trading at Nomura once he graduated.  Find out why he quit without anything else lined up,  what he did to pay ...

E89: Director in Business Development in Private Equity from Compliance from 2020-03-22T10:00

In this episode, member @Yologoose96 share his path from being unemployed when he first graduated in 2011 to working as a paralegal for $43,000 per year to now making well over $200,000 as an Assoc...

E88: Quant at a Bulge Bracket Bank with The Right Skills from 2020-03-19T10:00

In this episode, Arjun shares his path from a top undergraduate university to a quant role that also gave him exposure to some fundamental investing.  We learn about his short stint in venture inve...

E87: Healthcare M&A at Piper to Co-founding a startup ->VC Associate from 2020-03-15T10:00

In this episode, @Nick shares his path from the University of Chicago to working at Piper Jaffray in Healthcare M&A out of the New York office.  How he was able to transition from a summer analyst ...

E86: Goldman M&A in Paris ->Private Equity ->Tech Startup from 2020-03-12T10:00

In this episode, @Gaurav-Goel shares hit path from the ultra-competitive Indian Institute of Technology (IIT) to ECSP Business School in Paris for his Masters in Management.  Learn how this degree ...

E85: Impact Investing (ESG) at Barclays from 2020-03-08T10:00

In this episode, @MauricioMBA shares his path working at JP Morgan in the strategy and CFO office and his ability to make the jump to the structured products desk.  How he transitioned to Barclays,...

E84: Veteran to Insurance Sales to Entrepreneur from 2020-03-05T11:00

In this episode, we talk with Nate Bailey who survived a tough job market by selling life insurance out of his non-target university.  Learn what was the hardest part of his path, the difference be...

E83: Medical School to Top Consulting Firm as Life Science Specialist from 2020-03-01T11:00

In this episode, @BostonMD shares his path of 11 years of schooling to get his medical degree to breaking into top consulting firm.  Learn why he pivoted away from medicine and some of the opportun...

E82: Sports Finance from a VP at Goldman Sachs from 2020-02-28T04:37:02

In this episode, Joshua Glessing shares the unique path that has landed him the role of VP of Strategy of the Haslam Group which is the parent company for the Cleveland Browns, Columbus Crew, and o...

E81: Goldman ->MD/MBA from Wharton ->McKinsey ->Healthcare Growth Equity from 2020-02-23T11:00

In this episode, Adam shares his long and winding road from investment banking at Goldman Sachs, to medical school at UPenn and then to joining the MD/MBA program at Wharton.  Learn why he ended up...

E80: Arizona State to Bulge Bracket IB ->Growth Equity from 2020-02-20T11:00

In this episode, @BankerTurnedDrinkMaker shares his path from Arizona State to breaking into a bulge bracket investment bank.  How he navigated coming from a non-target school, how he prepped for h...

E79: From FLDP ->Investment Banking ->The Buyside from 2020-02-16T11:00

In this episode, @WSO1856 shares his path from an FLDP program and how he managed to lateral into an investment banking analyst position.  We learn about his thought process during college, why he ...

E78: Bear Stearns Survivor to Renewable Energy Expert from 2020-02-13T11:00

In this episode, @dcorey shares his path from how he broke into Bear Stearns from a complete non-target school right before the financial crisis to how he survived once it was acquired by JP Morgan...

E77: Late to Recruit for IB ->Jump to Internal Strategy at a BB from 2020-02-09T11:00

In this episode, @Mentor2020 shares his path to working in investment banking even though he was super late to start recruiting and waiting until his junior year before trying to land a summer inte...

E76: Prop Trading Burnout in 2008 to IB Bulge Bracket and Corp Dev M&A Executive from 2020-02-06T11:00

In this episode, member @jKim219 shares his story graduating during the financial crisis in 2008.  Hear about what is was like to work at a prop trading shop that requires you to put up your own mo...

E75: Non-target in US ->MSF in Europe ->BB IB in London ->L/S Hedge Fund from 2020-02-02T11:00

In this episode, Rick shares his path from a complete non-target school in the midwest to breaking into a top MSF in Europe.  Learn what he did that allowed him to break into a Bulge Bracket bank i...

E74: Partner in FinTech VC and the 30 Year Relationship from 2020-01-30T11:00

In this episode, @DSICA shares his path starting out as a financial advisor for Merrill Lynch back in 2006 to transitioning twice internally with a critical mentor connection.  Learn how he pivoted...

E73: Lazard Private Fund Advisory to Head of Investor Relations at Searchlight Capital from 2020-01-26T11:00

In this episode, Emily shares her path from a non-target school to landing a summer internship at Goldman Sachs.  What she did when she didn't get the return offer in 2008 and a detailed dive into ...

E72: Principal in Private Equity - "Do This as Much as You Can" from 2020-01-23T11:00

In this episode, @PIKtoggle shares his path from semi-target school to working two grueling years as an investment banking bulge bracket analyst.  Learn what it's really like behind the scenes and ...

E71: Non-target to BB IB Analyst ->Bain Venture Associate ->HBS ->VC Partner from 2020-01-19T11:00

In this episode, Joe shares his non-traditional path from a non-target school (University of Wisconsin) to breaking into investment banking at Merril Lynch right before it was acquired by Bank of A...

E70: Goldman IB Associate Makes the Leap to Private Equity from 2020-01-16T11:00

In this episode, member @LouiseBouge shares her path from an investment banking analyst at a bulge bracket bank to getting her JD/MBA.  Learn the common blind spot she had when choosing what bank t...

E69: Classical Musician to Hedge Funds and Venture Capital from 2020-01-12T11:00

In this episode, member @BadAxe85 shares his path from classical musician, ju-jitsu fighter and scraping before eventually landing at a top hedge fund and recently a well-respected VC.  Everyone th...

E68: LevFin Analyst at JP Morgan from Middle Office... to Tennis Pro?! from 2020-01-09T11:00

In this episode, Maxwell Peara, former leverage finance analyst at JP Morgan talks about how he broke into JP Morgan initially as a credit analyst coming out of Fordham.  How he managed to transiti...

E67: James McKinney and The Startup Story from 2020-01-05T11:00

In this episode, James McKinney, host of the super-popular podcast The Startup Story joins us to talk about his winding path and current success.  From a finance and accounting major in undergrad a...

E66: LevFin Pro Gives us a Lesson in Mezzanine Financing from 2020-01-02T11:00

Member @LevFinAlum gives us a 10-minute primer on mezzanine financing and shares his career path.  Learn about why he got into investment banking in the first place, what's the hardest part about r...

E65: The ULTRA High Net Worth Game at Top Asset Managers from 2019-12-29T11:00

Member @mentorX shares his path going from one of the largest technology companies in the world and then using an MBA to pivot into the asset management industry at not one, but two top bulge brack...

E64: Former Lazard M&A Associate and the Entrepreneurial Itch from 2019-12-26T11:00

Member @grbarasia shares his unique path that landed him in equity research, M&A and now a family office running private deals and a global macro fund.  Listen to find out why he graduated NYU at 1...

E63: Mckinsey to BCG to Freelance Lifestyle Design - Paul Millerd's Story from 2019-12-22T11:00

In this episode, Paul Millerd explains how he went from a non-target school to a research associate position at McKinsey.  Listen how he managed to break in even after getting officially rejected a...

E62: Healthcare Strategy Consulting in the UK from a Hard Science Degree from 2019-12-19T11:00

Member @The Pharma Guy shares his path from a hard science biomedical degree all the way to pivoting to a Masters in Management and eventually breaking into a top healthcare strategy consulting fir...

E61: Crazy Bonuses Lead to Early Associate Promote at a Bulge Bracket IB from 2019-12-15T11:00

Member @FloridaMan shares his meteoric rise in his short career on Wall Street.  Learn how he got over $150,000 in compensation as a first-year analyst and over $200,000 as a second year.  In this ...

E60: $140,000 of Debt, Graduating in 2009? No problem. from 2019-12-12T11:00

Member @Odyssy2112 shares how he has survived a monstrous debt load, horrible timing and some unforgiving industries including investment banking at Jefferies and an internal corporate role at Barc...

E59: Tax at Big 4 ->15 Years Out of Work ->Investment Banking Associate from 2019-12-08T11:00

Member @shaynepunim2 shares her path as a Big 4 tax consultant to leaving the work-force for an extended period of time to help raise her two kids.  How she broke back in and advice she'd give to h...

E58: Non-target to Credit Analyst at a Bulge Bracket Investment Bank from 2019-12-05T11:00

Member @Mentor1119 shares her path from a non-target university to breaking into a bulge bracket investment bank.  We cover why she decided to go into finance, how she leveraged certain programs to...

E57: One Quant, 3 HF Failures, 4 Pivots and $550,000 from 2019-12-01T11:00

Member @john_quant shares his path coming from an engineering background to landing in the hedge fund industry.  Learn how he's managed to pivot successfully three times as several risky senior qua...

E56: LMM Private Equity from a Non-target + Commercial Banking from 2019-11-28T11:00

Member @coder32 shares his path from a non-target background to a lower middle-market (LMM) private equity shop in the south.  Learn how commercial lenders are getting very aggressive with pricing ...

E55: $60k to $500k in Just 4 Years. The Path to Head of Equity Derivatives from 2019-11-24T11:00

Member @REPE shares his incredible story from bouncing between continents for his education to landing at a bulge bracket investment bank on the equity derivatives sales desk in London.  Learn how ...

E54: Associate Partner in M&A Strategy at Top Consulting Firm from 2019-11-21T12:00

Member @ParkAve shares his journey -- From working in sales, using an MBA to pivot into a Fortune 20 FLDP program and his latest move into M&A strategy at a top consulting firm.  Learn how much he ...

E53: Boutique IB Horror: $1k/mo working 100 Hour Weeks and a Toxic Culture from 2019-11-18T12:00

Member @BrownChad shares his long and arduous road in investment banking to make it to a reputable firm from two nightmare boutiques.  We explore his journey straight from India to an MBA program, ...

E52: Goldman IB to CRE Private Equity. Optimize for This. from 2019-11-14T12:00

Member @crePE shares his unlikely path.  How he broke into Goldman's ECM group even with no IB summer internship to why he turned down the analyst to associate promotion offered to him two years la...

E51: Lost Student to Director at a Fortune 20. Finding His Niche in Enterprise Architecture from 2019-11-12T14:11:13

Veteran member @Dedline shares his story from struggling with ADHD during high school, surviving college and finding his niche in healthcare enterprise architecture.  How WSO gave him context on th...

E50: Engineer to Big 4 Consulting Post MBA from 2019-11-07T12:00

Member @ConsultingDetroit shares his path from graduating into an engineering role right before the financial crisis in 2007, getting fired from his first job in under a year and taking on debt to ...

E49: PhD to McKinsey. The Pivot from Academia and Case Interview Tips from 2019-11-03T12:00

Member @bmeNerd shares his story about striking out the first time during case interviews at McKinsey to landing the offer the second time around.  Find out what changed that made the difference, t...

E48: Private Equity Post MBA with Only Consulting and IB Experience? Nah, Get Out of Here! from 2019-10-31T11:00

Member @Layne Stayley, one of the most giving members in all of WSO's history, shares his inspiring path as an engineering student graduating during the Great Recession in 2008 all the way to a pos...

E47: Sales&Trading at Nomura to Start-up Entrepreneur.... Humble and Eager from 2019-10-27T11:00

Member @Phillysfinest shares his path from a liberal arts college to working in Nomura's structured products desk.  How he got promoted to associate, how much he was paid and why he decided to leav...

E46: Moving to Chile, Learning Spanish and Breaking into Investment Banking from 2019-10-24T10:00

Member @spydahmonkey shares his brave path which led him to move to Chile after graduating undergrad in the US with limited skills in Spanish, a limited network and no full-time experience.  We exp...

E45: Former VP at Morgan Stanley Shares Her Story (Part 2 of 2) from 2019-10-20T11:00

Member @mledyard shares her path from working in corporate development at International Paper and moving up the ranks to her transition to investment banking.  In part 2 of this 2 part episode, Meg...

E44: Former VP @ Morgan Stanley Shares Her Story (Part 1 of 2) from 2019-10-17T11:00

Member @mledyard shares her path from working in corporate development at International Paper and moving up the ranks to her eventual transition to investment banking.  In this first part of a 2 pa...

E43: Big 4 Audit to Big 4 Strategy in Alternative Investments from 2019-10-14T15:39:12

In this episode, Adam shares how he broke into Big 4 Audit after working for a year at a non-profit after graduating his super non-target with a degree in accounting.  We learn how he ended up at t...

E42: Real Estate Analyst Investing in Education from 2019-10-10T16:12:38

Member @CRE Entrepreneur shares his path from undergrad to working as a brokerage analyst.  He covers his shift over to the portfolio management side of the business, why he enjoys real estate, how...

E41: Investment Banking Associate from Big 4 Audit from 2019-10-06T13:59:28

Member @CPAtoIB shares his path from a state-school into audit at the Big 4.  Find out what piqued his interest in investment banking and the buyside and how he navigated over to transaction adviso...

E40: Private Equity Hostage Situation from 2019-10-03T16:31:23

Member @sman540 shares his journey from a small boutique bank to a reputable bulge bracket investment bank.  How he struck out the first time with on-cycle private equity recruiting while at the bo...

E39: FX and Bond Trader to VP in Capital Markets from 2019-09-29T23:28:24

Richard Hill, founder of Hill Industries and VoteOurVoice shares his story from FX and bond trader at Barclays to VP in capital markets and private placements at Citi.  Why he had multiple offers a...

E38: Bulge Bracket IB Analyst and Co-Founder of a Startup....At the Same Time?! (Part 2 of 2) from 2019-09-26T15:36:15

In this two-part series, member @LateralMonkey shares her story from a non-target school all the way to the front office at a bulge bracket investment bank.  Find out what helped her land a rare so...

E37: Bulge Bracket IB Analyst and Co-Founder of a Startup....At the Same Time?! (Part 1 of 2) from 2019-09-24T15:59:48

In this two-part series, member @LateralMonkey shares her story from a non-target school all the way to the front office at a bulge bracket investment bank.  Find out what helped her land a rare so...

E36: NFL to VP in Investment Banking from 2019-09-15T21:00:22

Member @Kindred.Soul shares his journey from a walk-on at his undergrad D1 football program all the way to the NFL.    Learn why he left professional football after only 3 years, why it was at the ...

E35: 3 Years as an IB Analyst at a BB ->Private Equity from 2019-09-12T18:44:45

Member @Mentor2019 shares his story from a semi-target to landing a bulge bracket investment banking offer.  Why he stayed for 3 years before making the jump to private equity and why he targeted s...

E34: FLDP to a Senior FP&A Analyst at a PE Backed Company - IB Not the Only Game in Town from 2019-09-05T20:01:02

Member @UnbreakableGlass shares how he broke into a competitive finance leadership development program in a large hospital network in the midwest.  We cover what his parents did for him, finding yo...

E33: Big4 TAS to Investment Banking Associate making $300,000 from 2019-09-01T22:08:46

Member @Wallstreet18 had no clue what investment banking even was when he graduated from his non-target MBA program in 2010.  Learn how he was able to pivot into the Big4 Transaction Advisory Servi...

E32: Bombing Multiple Investment Banking Super Days... But Still Making It from a Non-Target School from 2019-08-29T15:50:08

Member @Bull-Ish shares how he built up a robust internship profile and networked aggressively throughout his undergraduate studies to help him break into an elite boutique investment bank from a c...

E30: Goldman IB to HF Investor to Entrepreneur from 2019-08-22T16:56:56

Member @GunnarGregory shares his path from working at Goldman in investment banking across two different groups, from joining a start-up hedge fund to now branching out to run his own business.  Wh...

E29: A Quick $10,000 in A Few Weeks - Former ER Associate Shares His Story from 2019-08-18T17:16:19

Member @greenspud graduated from undergrad right during the height of the Great Recession in 2008.  Learn how he was able to land an equity research position at an investment bank, what he did when...

E28: Truck Driver to Prop Trader - How He Broke into An Elite Prop Shop Against Ivy League Competition and a 2.9 GPA from 2019-08-15T15:32:56

Member @Knightshade shares his winding road to working at one of the top proprietary trading shops in the world.  We cover how he continually took on a lot of risk and bet on himself.  What he did ...

E27: Homeless, Broke and Made it into IB at a Bulge Bracket from 2019-08-11T15:00

Member @BigTuna5 shares his heart-wrenching but inspirational story.  As an immigrant moving out of a mud house with uneducated parents and only a strong work-ethic to his name, hear what kept him ...

E26: Non-target to Private Equity - "It's a Presence" (Part 2 of 2) from 2019-08-08T22:15:09

Member @km190 gets into the details of what made him stand out from his peers in order to make it to IB and eventually PE from a complete non-target.  This is a part 2 of a 2 part series since we g...

E25: Non-target to Private Equity - "It's a Presence" (Part 1 of 2) from 2019-08-04T16:57:05

Member @km190 gets into the details of what made him stand out from his peers in order to make it to IB and eventually PE from a complete non-target.  This is a 2 part series since we go in depth. ...

E24: The Impatient VC Associate - Until This Happened from 2019-08-01T18:46:34

Member @The Stranger explains why he has always been in a rush.  From finishing college in just 20 months, to landing a key internship before his MSF in order to position himself to break into IB, ...

E23: Commodity Trading and Alternative Investment Guru Stays Flexible from 2019-07-28T15:41:13

Member @Commodity101 shares his overarching career mantra.   We cover how he broke into a bulge bracket trading desk in energy and natural gas, why he jumped to a physical trading commodity shop af...

E22: Blackstone: Quitting Early to join a Startup Hedge Fund - "Stop Chasing Prestige" from 2019-07-25T18:17:19

Member @eshoy shares his break from the traditional path not once, but twice already in his young career.  We cover how he broke into the Blackstone restructuring group (one of the most prestigious...

E21: VP at Bulge Bracket in Fixed Income Leverages His MBA Network from 2019-07-21T15:09:21

Member @CaliforniaMax shares his story, how much he's been paid in his career and the best advice to his younger self.  What he did when the first job out of his top MBA disappeared within 3 months...

E20: No Return Offer from a Bulge Bracket Bank in London and Unemployed. Now What? from 2019-07-18T15:54:41

Member @NoelBudapest explains his path to becoming an investment analyst at one of the top Asset Managers in the world.  How he landed a summer internship at Google and then a bulge bracket investm...

E19: 2.8 GPA to Goldman to Hedge Fund Analyst in Hong Kong from 2019-07-12T21:02:22

Member @MarketBeater shares how he broke into Goldman and eventually a buyside hedge fund role in Hong Kong with a 2.8 GPA.  How much he's getting paid now and a key piece of advice to our listener...

E18: From the Navy to Real Estate Investment Banking from 2019-07-11T15:32

Member @Over-levered Monkey shares his path from being in the Navy to eventually breaking into real estate investment banking.  How he was able to land multiple internships throughout undergrad, wh...

E17: Landing in Private Equity from Big 4 Consulting... Say What?! from 2019-07-08T17:01:17

Member @VincentGambini shares his very unlikely path from a Big 4 Consulting position to a lucrative private equity fund.  How he positioned himself at the Big 4 in order to be more attractive to P...

E16: M&A Corporate Development from a Non-Target University from 2019-07-05T16:50

Member @Medtechmonkey shares how he broke into an exciting high growth M&A corp dev position at a Fortune 500 company coming from an accounting background at a non-target university.  How much he's...

E15: Side Door to Investment Banking from 2019-07-02T20:32:41

Member @WSOmentor1022 reveals how even with a low GPA from a non-target school he ended up at an investment bank just a few years after graduating.  How he successfully interviewed for a crucial in...

E14: Quant out of Water. From Italy to the Netherlands... to finding a home at a bulge bracket bank in Zurich as a Quantitative Modeler from 2019-07-01T20:21:31

Member @DrSnake shares stories along his path from a masters in quantitative finance in Italy, to landing a Quant research role at an asset manager in the Netherlands.   His struggles with the cult...

E13: Bulge Bracket IB Analyst ->MM in Lev Finance ->Private Equity from 2019-06-25T16:41:04

Member @Clion shares his struggle to land a front office investment banking position, even coming from an ivy league school.  We cover his struggle with HR to transition to the leveraged finance te...

E12: Private Equity Analyst Straight from Undergrad from 2019-06-17T14:56:54

Member @JDS07 shares her path to joining a top private equity fund as an analyst right out of undergrad.  We cover a wide range of topics including:  1) What she learned during her bulge bracket in...

E11: Academia to Lead Data Scientist at Top Consulting Firm from 2019-06-14T00:09:42

Member @Sasha Lubyansky shares his path from getting a phD in Academia to Lead Data Scientist at a top consulting firm.  Advice for the tools and skills that can help make you more valuable to your...

E10: Fundraising for Private Equity - Cap Intro&IR Career Paths from 2019-06-10T23:00:22

Member @earthwalker7 joins us again to give the listeners a deep dive into fundraising best practices for private equity funds, LP psychology as well as the various roles and career paths available...

E9: Big 4 ->Army Officer ->Jumping Out of Plane and Almost Dying ->Top MBA from 2019-06-07T17:58:58

Member @Rogue_Pogue_Monkey shares his story from making it to the Big 4, the struggles of passing the CPA and how he got promoted.  Learn why everything changed, why he decided to join the army and...

E8: Barclays Investment Banking to MM Private Equity from 2019-06-05T23:18:37

Member @WSO Mentor shares his path from a bulge bracket investment bank (Barclays) to a middle market private equity firm.  What he wishes he did for private equity recruiting, some unexpected advi...

E7: Germany ->IB in London ->PE in London - The Importance of Authenticity from 2019-05-31T14:57:15

Member @Escobar Houdini shares how he landed a crucial internship at a PE firm in Germany before managing to turn one of his only interviews into an offer at a top investment bank in London.  We co...

E6: From a Non-target School to Big-4 Consulting Advisory from 2019-05-30T00:10:12

Member @Thatyalething 2019 shares how he broke into consulting advisory at a Big 4 straight out of undergrad from a non-target.  We cover a serendipitous meeting at a party, how to NOT get fired wh...

E5: Born to Trade: Head of Macro Strategy Shares His Story from 2019-05-27T19:24:42

Member @Mentor 86 shares how he broke in straight to the buyside right out of undergrad during the 2008 recession.  We cover what he did to pivot when his hedge fund went under, why his new role wa...

E4: Africa ->BB Investment Banking in London ->M&A Corporate Development for a Tech Startup from 2019-05-22T11:00

Member @Anonymnous shares his incredible journey from Zanzibar (East Africa) to a front office M&A bulge bracket investment banking position in London.  We cover how he survived growing up in some ...

E3: Private Equity in China...as a Foreigner from 2019-05-20T06:40:42

Member @earthwalker7 discusses his 15+ year career in investment banking and private equity in Hong Kong.  We cover his struggles trying to recruit in China after getting an MBA in the US, his stin...

E2: Madrid ->London ->Buyside - FoF Infrastructure from 2019-05-15T16:35:36

Member @truelondoner shares his winding path from investment research to the buyside (fund of fund infrastructure) and what he wishes he had known 5 years ago. See Privacy Policy at https://art19....

E1: Implementation Consulting Associate from 2019-05-13T20:20:58

A recent graduate from a non-target with a low GPA successfully networks his way into an implementation consulting role.  What he wishes he knew as an undergrad and the exit opps for his current role.

E1: Implementation Consulting Associate from 2019-05-13T20:20:58

A recent graduate from a non-target with a low GPA successfully networks his way into an implementation consulting role.  What he wishes he knew as an undergrad and the exit opps for his current ro...