E161: Private Equity At All Costs? Beating the Odds and Ending Up as CIO of a Family Office
Wall Street Oasis
Wall Street Oasis
4.9 • 534 Ratings
🗓️ 6 May 2021
⏱️ 40 minutes
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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. |
| 0:22.0 | Let's get to it. |
| 0:25.2 | In this episode, Kevin shares his rare path of breaking into private equity at a lower middle |
| 0:29.9 | market fund right after his MBA at Emory, after stints in consulting and investment banking. |
| 0:35.2 | Listen to hear why he took a large pay cut, why he didn't want to go |
| 0:38.7 | back to being an advisor, and how he eventually found himself running investments for a large family |
| 0:43.2 | office. Enjoy. |
| 0:48.2 | All right, Kevin, thanks so much for joining the Wall Street Oasis podcast. |
| 0:54.7 | Thank you. |
| 0:55.9 | It'd be great here. |
| 0:57.2 | Thanks. |
| 0:57.6 | Yeah, so it'd be great to if you could just give the listeners a short summary of your bio. |
| 1:01.7 | Sure. |
| 1:02.6 | Group, California, went to school at George Washington, both for my undergrad and a master's in information security. |
| 1:14.0 | Did a brief state consulting in New York for doing four years in investment banking at a regional bank, |
| 1:20.8 | went back to school and did an MBA at Emory University. |
| 1:24.7 | And after that, I spent six years or so in private equity across two different |
| 1:30.4 | lower middle market private equity firms. And for the last three, almost four years now, |
| 1:36.1 | I've been working out of family office. Very cool. So let's start all the way back, |
| 1:42.3 | well, kind of when I was in school too. So we're both the same age. |
| 1:46.0 | Just past the big four, we're both past 40 at this point. |
| 1:49.8 | So tell me a little bit about just an undergrad. |
... |
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