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Wall Street Oasis

E115: Partner in Private Equity with Real Estate IB/PE Background

Wall Street Oasis

Wall Street Oasis

Business

4.9534 Ratings

🗓️ 21 June 2020

⏱️ 67 minutes

🧾️ Download transcript

Summary

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 jump into a real estate private equity fund and what happened 4 years later during the Great Financial Crisis. Listen to hear some wise advice on how to survive many twists and turns!

Transcript

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0:00.0

Real quick announcement I wanted to make before today's episode, we are super excited because we just

0:05.2

released six new financial modeling training courses on Wall Street Oasis. You can check it out on

0:11.2

the homepage, wallstreetoacis.com or wallstreetoacis.com slash courses. We're super excited because

0:18.8

it includes Excel modeling, valuation modeling, DCF, LBO, MNA, financial statement modeling,

0:25.4

basically anything you will need to master financial modeling and hit the ground running day one.

0:30.7

Definitely don't wait to check it out because there is an early access discount going on right now.

0:35.3

And that's it.

0:36.1

Enjoy the episode.

0:44.2

Hello and welcome.

0:46.8

I'm Patrick Curtis, your host and Chief Monkey.

0:49.9

And this is the Wall Street Oasis podcast.

0:54.7

Join me as I talk to some of the community's most successful and inspirational members to gain valuable insight into different career paths and life in general. Let's get to it.

1:02.4

In this episode, Daniel shares his long and winding path in finance careers. Initially getting his

1:09.1

undergrad degree, a CPA, and a master's in finance in France,

1:12.5

he moved to the U.S. with Deloitte in their restructuring practice. From there, he used an MBA

1:18.1

from NYU Stern to jump into investment banking at Lehman Brothers, starting as an associate with

1:22.9

three young kids. We learned how he was able to make the jump into real estate private equity fund and what

1:29.3

happened four years later during the great financial crisis. Listen to here some wise advice on how to

1:34.3

survive many twists and turns. Enjoy. All right, Daniel, thanks so much for joining the Wall Street Oasis podcast.

1:50.2

You're welcome. Nice to be here.

1:52.6

So it'd be great if you could just give the listeners a short summary of your bio.

1:56.1

Sure. Daniel Rubin, French originally, can't hide my accent. I've been in the States for more than 20 years.

...

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