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Wall Street Oasis

E160: UBS & Lazard IB to Private Equity with Detours Along the Way

Wall Street Oasis

Wall Street Oasis

Business

4.9534 Ratings

🗓️ 29 April 2021

⏱️ 37 minutes

🧾️ Download transcript

Summary

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 graduation, how he recovered when he was forced to finish his analyst stint early and why he ended up back in IB at Lazard a few years later before finally making the transition to private equity.

Transcript

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0:00.0

Hello and welcome.

0:07.7

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

0:13.8

Join me as I talk to some of the community's most successful and inspirational members

0:17.7

to gain valuable insight into different career paths and life in general.

0:21.9

Let's get to it.

0:25.1

In this episode, James shares his non-traditional path from the University of Georgia to working

0:30.4

at UBS and investment banking once he graduated.

0:33.1

We'll hear about a big risk he took delaying graduation, how he recovered when he was forced to finish

0:38.3

his analyst's stint early, and why he ended up back in IB at Lazard a few years later

0:43.2

before finally making the transition to private equity. Enjoy.

0:51.0

All right, James, welcome to the Wall Street Oasis podcast.

0:57.2

Thanks for having me.

0:58.4

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

1:02.6

Yeah, sure.

1:03.0

So I guess I grew up in Atlanta, went to the University of Georgia.

1:08.6

After that, I worked at UBS in investment banking. I also worked at

1:13.3

Lazarden Investment banking. And on the private equity side, I've worked at Excel KKR and now

1:18.2

a firm in LA called Diversis Capital. All pretty much, I guess, either tech or software

1:24.8

sort of focused.

1:33.1

And, yeah, no, I'm just started my second year as an associate at my company there in LA.

1:33.7

Cool.

1:35.6

And so you've been out of school for about five years, right?

...

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