E241: A Hedge Fund Investors Path. From JP Morgan to Morgan Stanley to a L/S Hedge Fund to a Start-up Fund
Wall Street Oasis
Wall Street Oasis
4.9 • 534 Ratings
🗓️ 30 March 2023
⏱️ 60 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. |
| 0:25.1 | In this episode, PJ shares his winding path from a J.P. Morgan internship during his time at |
| 0:30.6 | Princeton to working on two desks during his five years at Morgan Stanley, to making a pivot |
| 0:35.5 | to equities at the hedge fund where he stayed for seven years. |
| 0:38.8 | Listen to hear how he started it all over again and where he is now. Enjoy. |
| 0:46.5 | All right, PJ, thanks so much for joining the Wall Street Oasis podcast. |
| 0:53.0 | Yeah, thanks for having me. |
| 0:54.5 | So it would be awesome if you could just give the listeners a short summary of your bio. |
| 0:59.3 | Sure. I've been in the business now for quite some time. I graduated Princeton in 2008, |
| 1:05.4 | studied operations research, financial engineering. So something that I thought would be |
| 1:09.8 | good vocational training for |
| 1:11.5 | finance. I spent five years at MS in their investment management business focused on fixed income. |
| 1:18.2 | I did my CFA as I decided I wanted to get into equities. I worked seven years at a long-oriented but long |
| 1:26.7 | short, then driven or value with the |
| 1:29.3 | Catalyst hedge fund. |
| 1:31.0 | I learned a lot there. |
| 1:32.8 | But at the end of my tenure, this was really coming up to COVID, wanted to get some experience |
| 1:38.5 | in private markets. |
| 1:40.1 | So I made a pretty big pivot into commercial real estate private equity. |
| 1:47.0 | Drank from the fire hose did that for a year. Realized I really missed the public market game. |
| 1:51.0 | I decided though that take a sort of an in-between step and became the CFO of a SPAC. |
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