Wall Street Oasis

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 investment banking in DCM, she always seemed to find her way to rapid promotions and managing large teams. Learn what she feels set her apart and how you might be able to emulate some of that magic.

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 their restructuring practice. From there, he used an MBA from NYU Stern to jump into investment banking at Lehman Brothers, starting as an associate with 3 young kids.  We learn how he was able to make the j...

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 transaction advisory services upon graduating and how he was able to land a hybrid job in private equity and venture capital within one year in London. We also hear why he decided to leave it all behind 5 ye...

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 why he turned down a return full-time offer from Scotiabank and rolled the dice his senior year, what it was like when half his analyst class got laid off within 9 months at Credit Suisse and why he jumped...

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 through a church program. Learn why he transitioned out of that role, how he helped add value to a legal firm for their ultra-high net worth clients and then was able to successfully pivot to a venture capita...

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 equity during the crazy 2019 on-cycle recruiting process. From interviewing on a Thursday night from 8pm until 1am to starting again the next day at 7am, listen to game theory applied in a real-life context...

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 his junior year summer at Jefferies and what the biggest challenges were as a junior employee in a sink-or-swim role.  

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 in both his sophomore and junior year as well as why he turned down his full-time offer from one of them to jump straight to the buyside. I think this episode really highlights the power of saying no and w...

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 private equity recruiting process, imposter syndrome, meditation and how he was able to find balance. In this part 2, Paul has some really great foundational advice for young motivated go-getters, so make sure...

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 Morgan Stanley and why he pivoted to consulting after a health scare. We learn how he was able to successfully recruit at both a top investment bank AND a top consulting firms in back to back years. In thi...

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 Rooms. He also covers his eventual pivot to break into Morgan Stanley and why that didn't end up being a long term stay, how he added value at HSBC and his rough transition out of a family office that wa...

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 banking at Lazard as an associate. Listen to hear about her triumphs and struggles as she navigated a move to London to join the venture arm of a large biopharma company to her move back to the states five ye...

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 office accounting position. From there, we learn how he was aggressive in trying to get to the front office, the challenges he faced once he got there and the subsequent jump to private equity at HIG Capi...

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 of undergrad, how he leveraged two internship offers to get into the city and group he wanted, how to position yourself for private equity recruiting coming from a consulting background and what resource...

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 about what happened to the tech startup he launched during undergrad at Harvard, his analyst days in investment banking at Credit Suisse, his jump to private equity at TH Lee and finally, his lateral move...

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 internships were like, how he was able to build relationships and what has changed now that he has moved to the buyside at Oaktree. Listen to hear how his work ethic, interpersonal skills and attitude made...

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 having a clear direction and how he landed at an exciting small business experiencing rapid growth. I really enjoyed this chat because there was a lot of honest reflection about burnout, private equity r...

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 ultra-high net worth individuals, as well as what happened when he founded his own advisory firm only a few years out of school. Listen to hear where there were pitfalls, the lessons he learned and why af...

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 venture capital and startup space in China compared to the US, what his plans are for the future and the realities now with Covid-19 in Shanghai. Management Consulting Insights - Youtube Kevin Jon Linkedin

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 straight to a back-office role at a large financial services firm, but kept focused on his ultimate goal of breaking into investment banking. As part of this path, he was able to successfully transition to...

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 find out why he thinks he was successful and why when you drop out of VC it's so hard to get back in. Learn one piece of critical advice he'd give his younger self and his future plans. 

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 an interesting perspective, especially since he also worked in a variety of locations including in London, Singapore and Hong Kong. We learn what it was like on Black Monday back in 1987 as a trader on th...

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 to his family business and what he did when they were wiped out. This is a very interesting episode, especially in light of how Covid 19 is rocking financial markets and economies around the world. Check o...

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-short hedge fund and over seven years in equity research at Stephens before that. Learn what he liked most about equity research and investing as well as why he eventually decided to start his own company....

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 lot of debt to go to a top MBA program and make a successful transition to investment banking in London at a top bank. Make sure you don't miss how much he had to pay in penalties to his consulting firm for...