Wall Street Oasis

Latest Episodes:

E106: Non-target -> Morgan Stanley Asset Management -> Building a Consulting Firm May 21, 2020

Show notes

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 was dabbling in venture capital. Learn how he made each transition and advice he would give to his younger self.

E105: McKinsey Health Specialist to Lazard IB to BioPharma VC May 17, 2020

Show notes

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 years later, all while starting a family.

E104: Accounting to IB at RBC and PE at HIG....to Starting His Own Company May 14, 2020

Show notes

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 Capital. Listen to hear why after years of struggling to get to the top of the mountain in finance he left to go start his company called LCS, a high-end maker of cool custom laces with NBA and MLB licenses. Check them out at YourLCS.com.

E101: Strategy Consulting (Not MBB) to Private Equity Associate May 11, 2020

Show notes

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 resources he used to land the offer (hint, you might have heard of it before...)

E103: Partner in Private Equity - The Buyout Market and London to San Francisco May 10, 2020

Show notes

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 to the small London office at Francisco Partners during the great financial crisis. Listen to hear his views on where the private equity market is headed, the trend toward hiring from non-traditional channels as well as the differences across the PE market in London compared to San Francisco. Stay to the end to hear his advice on how to help differentiate yourself in a competitive recruiting process.

E102: Goldman LevFin Sales to Oaktree High Yield Trading May 07, 2020

Show notes

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 all of the difference.

E100: Credit Suisse IB to First Employee at a Data Analytics Platform Apr 30, 2020

Show notes

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 recruiting, trying to find your way and the importance of exploration and faith in your abilities to find interesting opportunities - many which you'd never know about unless you were actively looking.

E99: CFO Services, Equity Research and the Path to Launching Your Own Boutique IB Apr 26, 2020

Show notes

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 after several stints at senior positions at boutique IBs ...he has decided to become CEO again with the launch of Semi Cap Equity Partners.

E98: Kevin Jon - Consulting at Roland Berger in Germany to Head of Startup Accelerator in Shanghai Apr 23, 2020

Show notes

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

E97: Back Office to Booth MBA M7 -> Investment Banking? Apr 19, 2020

Show notes

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 the middle office of a top bulge bracket investment bank and eventually break into Booth for his MBA. Listen to the end for some wise advice.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected