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Wall Street Oasis

E247: Non-target to BB Investment Banking and Large Cap Private Equity to Alternative Investment Fund

Wall Street Oasis

Wall Street Oasis

Business

4.9534 Ratings

🗓️ 25 May 2023

⏱️ 52 minutes

🧾️ Download transcript

Summary

In this episode, Alex shares his winding path from a non-target university to breaking into a top bulge bracket group at BAML in New York. Learn what made him a top-ranked analyst, how he ended up at Permira, a top private equity fund as their first pre-MBA associate as well as his success and failures once he hopped off the traditional path.

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.

0:22.0

Let's get to it.

0:25.4

In this episode, Alex shares his winding path from a non-target university to breaking into a top

0:30.7

bolds bracket group at BAML in New York. Learn what made him a top ranked analyst and how he

0:36.1

ended up at Premier a top private equity fund

0:38.8

as their first pre-MBA associate, as well as his success and failures once he hopped off

0:44.4

the traditional path. Enjoy.

0:49.7

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

0:56.3

Thanks for having me.

0:58.0

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

1:02.2

Yeah, so I've had a eventful career.

1:06.0

I grew up in the suburbs of Chicago, went to the University of Illinois, non-target school,

1:13.5

was initially pre-med, and got the finance bug, and started my career pretty traditional. I did

1:21.5

investment banking at the perfect time in the global financial crisis, ended up getting a gig in large cap private equity.

1:30.2

And then since then, it's been largely non-traditional. I joined, was the first employee,

1:35.7

a of a startup that was successful, ended up selling for $100 million, ran my own hedge fund

1:42.7

for a number of years, and now today am at an esoteric

1:47.2

asset firm, you know, trading in, you know, long-dated receivables. So it's been a long journey,

1:53.1

but it's been fun. Sounds interesting. It's going to be a fun one. So let's go back to

2:00.3

University of Illinois. Why did you end up

2:03.1

there? Was it like, was it good for pre-med or it's like, you know, at a high school, we were like,

2:08.9

you Chicago, forget that. What was going on there? Yeah, I honestly, it was primarily just to save

...

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