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Wall Street Oasis

E130: Escaping BB Investment Banking to a Hedge Fund of Funds Career

Wall Street Oasis

Wall Street Oasis

Business

4.9534 Ratings

🗓️ 27 August 2020

⏱️ 50 minutes

🧾️ Download transcript

Summary

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 investment bank and why he was so eager to get out and what it has been like working for several family offices in the fund of funds space as a capital allocator.

Transcript

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0:00.0

Hello and welcome. I'm Patrick Curtis, your host and Chief Monkey, and this is the Wall Street Oasis podcast. 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.

0:21.9

Let's get to it.

0:25.2

In this episode, Texas Investor shares his winding road from a non-target to starting law school

0:30.6

to a sudden pivot to a master's in finance. Learn how he broke into a bulge bracket investment bank

0:36.3

and why he was so eager to get out and what it was like working for several family offices in the fund to fund space as a capital allocator. Enjoy.

0:43.7

It'd be great. If you could just see it. All right, Texas Investor, thanks so much for joining the Wall Street Oasis podcast.

0:56.0

Thanks for having me.

1:00.0

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

1:04.1

Yeah, so as my name implies, I am from Texas.

1:06.9

I did my undergrad in accounting.

1:08.6

I've had the bright idea.

1:10.0

I wasn't actually going to be a tax attorney.

1:15.6

It might have been some family pressure there. So I was actually law school student for a year. Really knew I always wanted to be in investing, investment management, finance,

1:20.6

broadly. And year-in decided I had made a terrible mistake. went and got my master's in finance, and really

1:29.4

built well on the accounting background.

1:30.9

And now I'm professionally working as an institutional investor and worked at several

1:36.4

family offices and institutions, I guess you could be there.

1:41.1

Great.

1:41.6

So let's start all the way back in undergrad.

1:43.1

Were you always thinking like, okay, why accounting? Was your family like, it's safe? Just go do say. Great. So let's start all the way back in undergrad. Were you always thinking like,

1:44.4

okay, why accounting? Was your family like, it's safe? Just go do that. Tell me a little bit more

1:49.1

about like your background and why that was something that attracted you. So it's, believe it or not,

...

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