Business Career Success Podcast by Elevate Career Network: Recent Episodes

Elevate Lab

Definitive podcast for young professionals and students in business, finance & investing careers. Business career journeys can be challenging, so join us for real, tactical and helpful advice - directly from successful real-world professionals from the top firms. Host Kaushik has 10+ years of experience in private equity, investment banking & consulting and years of recruiting, interviewing and mentoring students and professionals. He is the founder of Elevate, the premier network for students & professionals in business, finance and technology careers. Guests on the podcast are successful professionals who have had accelerated careers. Learn from their experiences, successes and mistakes. A helpful podcast for everyone on their own, unique career journey. Join the discussion!

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Join Elevate for an exclusive Private Equity & Buyside Careers & Recruiting Forum, and 300+ Attendees from the Top IB/PE/HF/FinTech Firms & Top Universities

00:00 Overview of Session & Elevate Platform
02:57 Who's in the Audience Today
04:20 Speakers tell us about their Backgrounds & Private Equity Experiences to Date
04:29 Private Equity Background - Adi, Centerbridge
06:52 Private Equity Background - John, New Mountain Capital
07:33 Private Equity Background - Jeevan, TPG Capital
08:56 Private Equity Background - Andee, Vista Equity Partners
11:30 Tell us more about your platforms, and why you chose it
11:45 Why Centerbridge
13:14 Why New Mountain
15:27 Why TPG
18:40 Why Vista Equity Partners
21:36 Off-Cycle vs. On-Cycle Recruiting
23:54 Day-to-Day in Private Equity: Transaction Execution & Portfolio Management Work
24:51 Day-to-Day in Private Equity: Sourcing
29:54 Recruiting: Key Decision Factors
32:58 Decision Process to Decide What Firms to Recruit For & Networking
34:00 How to Diligence Firms: Portfolio Page & Team Page
35:00 How have the prior investments performed: How many funds have been raised? What is dry powder? How much equity deployed? How did they perform?
38:13 Going straight into PE vs. IB - Importance of Training & Mentorship at Vista
38:59 Private Equity Interview Process: Biggest Differentiators

privateequity #careers #finance #success #recruitment

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We are super excited to welcome to one of the most incredible sessions we've had at Elevate - with Vince Bellino - an all-star Finance professional & leader (6+ years at Goldman Sachs & Leader Beyond), who's overcome lots of setbacks to excel at a very young age as a Professional. Today, we talk about all topics related to Career Resilience and Branding in your Finance Careers. This is for anyone who's currently in the Finance industry or looking to enter it. We cover so many topics - including Failures, overcoming failures, Facing tough economic & job environments like today's, getting fired or let go, branding & re-branding yourself throughout your career, importance of networking & focus on relationships, the pain vs. sacrifice in your career, and finally, having introspection and patience throughout

0:00:00 Highlights
0:04:20 Intros
0:07:00 Speaker Background: Goldman Sachs & Beyond
0:11:00 Talking through Failures in Career
0:14:10 Keys to overcoming failure?
0:18:30 How can you differentiate yourself when you speak to people?
0:21:30 You're always networking in your life
0:24:30 Being Resilient in Tough Parts of Career & Career Environment
0:27:00 Advice for Anyone who's lost their job
0:31:30 ***How do you rebrand yourself and articulate your story?
0:35:00 What you're actually good at versus what you're supposed to be good at
0:37:15 How often to reflect and introspect in your career?
00:41:30 What are the things that Analysts & Associates be focused on building at early stage of their career?
0:45:30 Importance of Mentorship on Career
0:48:00 How do you measure success? Money, Status, Power, Brand Name, Clout, Network?
0:53:00 Pain vs. Gain; Sacrifice vs. Opportunity in Career
0:56:00 Avanti, Avanti - How to keep moving forward regardless of Success or Failure

investmentbanking #Careers #resilience #wallstreet #finance #networking #goals

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Learn what a day-in-the life looks like for one of the most sought after jobs in the world - Vice President at a top Investment Bank like Goldman Sachs?

Check out this latest episode - where Elevate Founder & 6+ year VP at Goldman Sachs, and Private Equity Investor, Kaushik takes you behind the scenes of what you do every day, and what it takes to be successful in this role. We've asked 50+ VPs from top banks like Goldman Sachs, Morgan, JP Morgan, Evercore, Bank of America, Lazard, Credit Suisse, Barclays - and you'll get to hear about everyone's experiences!

Elevate is the #1 Investment Banking, Private Equity, Growth Equity, Hedge Fund & Fintech Career Professional Network in North America. Join Elevate's exclusive network below, and get access to top jobs, networking & learning resources - built 100% by professionals!

Get access to Elevate: https://www.elevatecareernetwork.com/
Training: https://elevatecareer.teachable.com/
Instagram: https://www.instagram.com/elevatecareer

investmentbanking #wallstreet #careers #finance #jobs #internship #vicepresident

00:00 Intro
00:51 Job Outline
2:53 Emails
3:58 Morning Prep
4:56 Commute and Leadership Meeting
5:16 Meetings with Internal Teams
6:44 Check In with Corporate Clients
8:04 Lunch and Catch Up with (potential) Clients
10:30 Back to Office, Sync Up with Teams
11:19 Internal Team Development
12:21 Financial Sponsors/Private Equity Client Calls
13:25 Review Deals and Give Team Feedback
14:19 Dinner with Clients
14:45 Wrap Up and Head Home

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Join 300+ Attendees from Top Universities & Top IB/PE/HF/FinTech Firms for this exclusive Elevate Investment Banking Careers: Internship Success.

Speakers from: Goldman Sachs, Morgan Stanley, JP Morgan, BAML, Evercore, LionTree, Qatalyst, Rothschild

Elevate is the largest Investment Banking, Private Equity, Growth Equity, Hedge Fund & Fintech Career platform in North America, and is partnered with the top IB/PE/GE/VC/HF Firms in the world on Elevate's Recruiting, Networking, Training & Investing Platforms.

Website: https://www.elevatecareernetwork.com/
Training: https://elevatecareer.teachable.com/

02:40 Intros
07:08 Managing Communication & Staying Organized - Will, BAML
08:28 Prioritization of Workstreams & Networking - Thomas, Goldman
10:23 Being Responsive & Dependable - Lance, Morgan Stanley
11:42 4 Main Types of Projects as an Intern - Kaushik
14:12 Daily Schedule & When to Come in? - Om, LionTree
15:22 Being Efficient with Time & Navigate Bank-specific Tools & Folders - Thomas, Qatalyst
18:10 Evolution of Responsibilities over course of summer - Avni, Rothschild
19:10 Learning Curve & Shift after Mid-Summer Feedback - Nihal, Evercore
20:00 Feedback Process & Mindset - Kaushik
25:22 How to Gather Informal Feedback - Lance, Morgan Stanley
27:20 Powerpoint & Get to Know Your Class - Thomas, Goldman Sachs
30:30 Reaching out to Senior People - Will, BAML
32:48 Network & Get to know First Years - Namrita, Morgan Stanley
34:42 Being Responsive - Lance, Morgan Stanley
37:02 Carry a Notepad Around & Shadow your Analysts - Avni, Rothschild
38:12 Full-Time Lateral Recruiting - Thomas, Qatalyst
40:50 Add Value Where Possible - Om, LionTree
42:02 Anticipating Comments on Work & Achieving a Balance - Nihal, Evercore

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Elevate's Exclusive Fall 2021 Venture Capital Recruiting Training Workshop, with 400+ Attendees from Top 15+ MBA Universities, and an all-star VC panel:

  • Alex Li, Modern Venture Partners
  • Dana Sun, OCA Ventures
  • Kyle Jorgensen, Lux Capital
  • Austin Nalen, Foresite Capital
  • Rishi Ratan, Micron Ventures
  • Aimee Xu, True Beauty Ventures

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PE, VC, IB Training Taught by 20+ PE, VC, IB Pros: https://elevatecareer.teachable.com/

Elevate is the #1 PE, VC, IB, HF Networking & Recruiting platform. Elevate is partnered with 50+ Top PE, VC, HF, IB firms & professionals, and Top 35 Undergrad & top 12 MBAs.

0:03:03 Speaker Intros
0:10:02 What are VC Firms & Recruiters Looking for
0:12:13 Interviews & Conversations
0:13:54 Come Prepared with Investment Ideas
0:15:47 Doubling Down on Your Strengths
0:18:02 Day-to-day in VC 3 Buckets
0:18:50 What is Sourcing?
0:20:44 Summer Internship VC Experience
0:23:40 VC Recruiting Process
0:26:02 Act like You're already a Venture Investor
0:27:15 Timelines for VC Recruiting Process
0:30:24 Founders are Great Ways to get to VCs
0:32:52 IB/PE/Investing Background
0:34:24 Million Dollar Question: Operating vs. Straight to VC
0:37:23 VC From Consulting
0:44:24 How to Create Networking & Firm Lists
0:46:05 Three Things that Worked Well for Networking
0:48:22 Networking Keys: Tracking Deals in the Space
0:50:49 How Do you Add Value to a VC Professional in Recruiting Stage
0:53:44 Using Memo Samples in Email Outreach
0:55:50 What are VC Interviews Like?
0:57:08 Case Studies in VC Interviews
1:00:01 Differentiating in Interviews
1:03:52 Most Important Advice

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Elevate's Fall 2021 Private Equity Recruiting x MBA Training, featured 500+ Attendees from Top 15+ MBA Universities, and all-star speakers:

  • Tim Lee, Vice President, GI Partners
  • Diego Novoa, Carlyle Group Private Equity
  • Matt Brown, Vice President, Shore Capital
  • Harshit Sohu, General Atlantic
  • Sharon Seh, Partners Group
  • Felix Bening, North Castle

0:02:28 Speaker Introductions
0:07:10 Elevate Overview
0:08:30 Overall PE Recruiting Process
0:11:00 PE Recruiting without prior PE Background
0:18:30 International Candidate Challenges
0:22:00 Networking Process
0:24:11 How to structure your networking lists?
0:28:08 Pitching an Investment Idea in a networking conversation
0:29:30 Pitching a Sector / Sub-sector Idea in a networking conversation
0:34:00 How to structure initial outreach emails
0:39:00 Private Equity Interview Process
0:42:00 Case Study Interviews & Prior Deal Interviews
0:44:00 How firms assess a cultural fit in interviews?
0:47:01 Operationally Focused Firms & Roles
0:49:20 Global & International Roles
0:52:00 Taking International Experiences and applying to US Firms
0:53:10 Sector expertise
0:57:30 Getting valuable in-School internships
0:59:40 Operationally Focused Interviews
1:02:13 Key Mistakes to Avoid
1:04:50 Most under-rated advice
1:06:33 Most important advice

privateequity #recruiting #mba #careers #finance #buyside #venturecapital #internship #wallstreet #investing #jobs #covid19 #university #workshop #training

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Excited to welcome Top 3 Growth Investing Firms- TPG Growth, TCV, Warburg Pincus & 500+ Candidates to Elevate Career Network's Growth Equity Careers Event. Featuring all-star panel featuring Vice President Investment Professionals from top firms from TCV, TPG Growth & Warburg Pincus.

Audience Overview:
- 500+ Top-Tier Candidates from 35+ Elevate Partner Universities and 50+ Investment Banking, Management Consulting & Investment Firms

0:00- Overview of Growth Equity Investing?
0:22- Audience Overview
3:03- Structure of Session
4:10- TCV Vice President, Rohit
4:46- TPG Growth Vice President, Tammie
6:01- Warburg Pincus Tech Investor, Sahil
7:20- What is Growth Equity Investing? - Rohit
12:44- Three things that investors do: Sourcing, Execution, Portfolio - and where Growth Equity sits in there - Tammie
14:33- Difference b/w GE & Buyouts - questions you ask in diligence
16:29- Outlook for Growth Equity & Technology industry going forward
23:56- Firm Overview: TCV
26:28- Firm Overview: Warburg Pincus
27:15- Firm Overview: TPG Growth
29:45- How do you work with your portfolio companies to drive value? What do you look for in management teams?
35:47- Overview of Buyside Recruiting Process - Technical, Sourcing & Relationship Building - Warburg Pincus
39:08- Overview of Buyside Recruiting Process - Three Things You must do & Interview Framework - TPG
42:56- Overview of Buyside Recruiting Process - Networking & What are Firms Looking For - TCV
47:48- Rapid Fire: Early Career Experiences for Growth Equity
49:00- Rapid Fire: Favorite Interview Question
51:15- Rapid Fire: Consulting to Growth Equity
52:24- Rapid Fire: Investment Banking to Private Equity

privateequity #recruiting #careers #finance #success #investmentbanking #investing #technology #network #venturecapital

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Elevate's MBA Forum features Private Equity MBA leaders from HBS, Wharton, Stanford, Chicago Booth & Yale SOM and from: Blackstone, Apollo, General Atlantic, Francisco Partners, Onex, Goldman Sachs & Morgan Stanley. In addition, we have the admissions team on from Chicago Booth (#1-ranked, Forbes, #1-ranked, Economist, #3-ranked US News).

Deep-dive panel with 5 PE MBA leaders:
Mike, Wharton, Blackstone Private Equity
Juliana, Chicago Booth, Apollo Private Equity
Deepak, Stanford GSB, Francisco Partners Private Equity
Etham, Harvard Business School, General Atlantic, Goldman Sachs
Mike, Yale School of Management, Onex Partners, Morgan Stanley

Elevate is the largest finance & investing platform in North America - 100% built by professionals, and is partnered with the top universities & firms.

0:00- Introduction to Elevate MBA & Private Equity Forum
2:29- Speaker Introductions: Mike (Wharton), Deepak (Stanford GSB), Etham (HBS), Juliana (Booth) and Mike (Yale SOM)
6:20- Motivations behind pursuing an MBA from a Career in Private Equity - Deepak, Stanford GSB
7:17- Personal Development (Commanding boardroom, EQ) & Professional Development - Mike, Wharton
8:26- Unique experiences in Business School from people of all sorts of backgrounds and from all over the world) - Juliana, Booth
9:45- Exploring various career paths & meet unique people - Etham, HBS
11:13- Optionality of B-School - Mike, Yale SOM
13:14- How to differentiate yourself from other Finance / Banking / Investing people applying to MBA - Deepak, Stanford GSB
15:40- How to stand out on your daily jobs - showing initiative, leadership - can differentiate you - Juliana, Chicago Booth
17:45- Important to narrate your story and connect the different paths you have done - Etham, HBS
19:34- Demonstrating why you passionate about being a better leader of society - Mike, Yale SOM
20:38- Authenticity is critical in explaining "Why MBA?" - Mike, Wharton
22:29- Measuring whether to get an MBA by just the cost of the MBA is short-sighted - Mike, Yale
23:13- The totality of the MBA experience, network and mindset is hard to measure in just dollars / cost - Juliana, Booth
24:40- ROI depends on person: what do you want to remember looking back 20 years from now? - Deepak, Stanford, GSB
26:20- As you become more senior in investing, sourcing become the most important part of any job - so value on your networks is immense - Etham, HBS
28:20- Need to take long-term perspective beyond a 2-year payback - Mike, Wharton
30:57- Think about whether you want to pursue an MBA once you start working - Deepak, Stanford GSB
32:40- Talk to people who are getting MBAs at different points in your career - Juliana, Booth
34:03- Advice to Canadians trying to break into careers in US - Mike, Yale SOM
35:24- Balancing MBA applications during working - Deepak, Stanford GSB
36:45- You just have to make it happen - stressful but use time management skills - Etham, HBS
37:55- Moving from being an Engineer to Finance to Banking to Private Equity - combination of networking, prep and luck - Etham, HBS
39:55- MBA Essays Advice: Connect stories, limit number of reviewers - Mike, Wharton
41:25- MBA Essays: What is the central theme of your experiences - and build story around that - Juliana, Booth
45:32- MBA Applications: Creating a packet of your accomplishments for your recommenders; put effort into application as much as essay - Deepak, Stanford GSB
47:40- Recruiting during MBA - as with any buy-side recruiting is challenging - Mike, Wharton
52:30- Rapid Fire: Best classes taken in Business School - All panelists
54:30- Rapid Fire: One thing you wish you had done more of earlier pre-MBA - All panelists

mba #privateequity #wallstreet #finance #careers #goldmansachs #morganstanley #blackstone #apollo #generalatlantic

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Elevate Career Network's MBA Forum features Private Equity MBA leaders from HBS, Wharton, Stanford, Chicago Booth & Yale SOM and from: Blackstone, Apollo, General Atlantic, Francisco Partners, Onex, Goldman Sachs & Morgan Stanley. In addition, we have the admissions team on from Chicago Booth (#1-ranked, Forbes, #1-ranked, Economist, #3-ranked US News).

Part 1 of the Forum features an all-access, behind-the-scenes sessions with admissions officer from top-ranked Chicago Booth on the most important things to know about the MBA process - from the person who is actually reading your applications and essays.

We're joined by John Lim, Assistant Director at Chicago Booth's Admissions - in charge of all things admissions as it relates to undergrads and part of the overall admissions team. At Elevate, we are excited to partner with the top MBA schools like Chicago Booth (#1-ranked, Economist, #1-ranked, Forbes, #3-ranked US News)!

0:00 - Introduction to Elevate PE & MBA Forum
2:20 - Meet Chicago Booth Admissions Officer, John Lim
3:40 - 3 things that differentiates candidates: Knowledge / enthusiasm of school and how it will help your goals vs. generic goals (being specific); Coaching your recommenders on how you're positioning your candidacy; How do you envision contributing to the community (what interesting things do you bring?)
6:53 - Increasing interest in Deferred MBA Program: Most top MBA schools have this option now; gives candidates optionality to apply during college and upon admission, defer for 2-5 years of work experience before starting MBA
10:10 - Best practices on how to engage your recommenders
13:01 - What happens behind scenes in Admissions Committee Room: (1) Adcom looks for areas that mitigate the yellow/red flags (i.e. if low GPA, Adcom looks for technical skills in work experience or recommender / manager speaking to applicant's on-the-job learning/impact) (2) Why MBA and why this school?
18:35 - How do you differentiate as a Finance/IB/PE candidate: How do you build community and "who are you outside of work?"
21:23 - What if you get rejected? It doesn't impact next admissions - in fact, sometimes, it bolsters interest in MBA and adcom looks at how you've grown since application
24:23 - How will you benefit from classes - make it personal and specific while showcasing your own interest - we want to learn more about you and that you've done your research and it's a good fit

Elevate is the largest finance & investing platform in North America - 100% built by professionals, and is partnered with the top universities & firms.

mba #finance #booth #hbs #wharton #stanfordgsb #yale #colleges #graduate #business #careers #privateequity

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Oaktree Capital Managing Director & Head of North America Sourcing & Origination, Milwood Hobbs, Jr. on the Elevate platform - with Elevate founder, Kaushik Ravi  (6+ year Goldman Sachs VP & Director in PE). We cover a range of topics - including Overview of Milwood's career & lessons learned, Overview of Oaktree and what makes it a special for him, how to develop an investor's mindset, how to think about growth vs. credit investing, evolution of the credit markets, what Oaktree looks for in candidates, and Q&A from the audience of students & professionals. 

Elevate Network is the largest finance & investing career platform in North America, partnered up with the top 35+ undergraduate and top 10+ MBA programs. We've featured professionals from the top 50+ Private Equity, Hedge Fund, Investing, Venture Capital and Investment Banking firms in the world. 

For more resources, check out elevatelab.org

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Elevate's Exclusive Session on Private Equity, Venture Capital & Growth Equity Careers with Professionals from Top Firms - Part 1 of Panel

Centerbridge Private Equity | Goldman Sachs Investment Banking
Apax Partners Private Equity | Morgan Stanley Investment Banking
Hellman & Friedman Private Equity | Goldman Sachs Investment Banking
Veritas Capital Private Equity | Bank of America Merrill Lynch Investment Banking
Warburg Pincus Growth Equity | JP Morgan Investment Banking
TPG Growth Equity | JP Morgan Investment Banking
NYCA Venture Capital | Goldman Sachs Investment Banking
NEA Venture Capital | Credit Suisse Investment Banking

Topics: Recruiting strategies & keys to success in entering Buyside Careers.
- Why Private Equity, Growth Equity & Venture Capital? Why your firm?
- What is your top recruiting & career advice?

Elevate is the largest and fastest-growing career recruiting platform for business, finance & investing careers, partnering with top professionals & firms in the world to provide training, recruiting, networking and advice for business & finance careers. We're partnered with professionals from the top 50+ IB, PE, VC and HF firms, as well as the top 40+ undergraduate and top 10 MBAs in the world.

For even more content, visit https://www.elevatelab.org/​​ and follow on Instagram at https://www.instagram.com/elevatecareer​​ for more

privateequity​​​ #recruiting​ #careers​​ #advice​​ #funds

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Elevate Career Session with Professionals - featuring Jane Dong, who started her career at Goldman Sachs in Investment Banking, then joined Uber pre-IPO on their Rides then Eats teams, then recently graduated from Stanford GSB MBA, and now is a founder of an awesome DTC apparel company, Frankly. With Kaushik Ravi, Founder, Elevate (Private Equity Director & 6+ years at Goldman Sachs as VP)

Elevate is the most powerful and fastest-growing career recruiting platform for business, finance & investing careers, partnering with top professionals & firms in the world to provide training, recruiting, networking and advice for business & finance careers. We're partnered with professionals from the top 50+ IB, PE, VC and HF firms, as well as the top 40+ undergraduate and top 10 MBAs in the world.

For even more content, visit https://www.elevatelab.org/ and follow on Instagram at https://www.instagram.com/elevatecareer for more

0:03:32 | First job at HF - "Do you know any acct"
0:05:34 | Similarities & Differences Goldman ECM vs. IBD
0:07:10 | Exit opportunities out of ECM
0:08:50 | Key to success at Goldman ECM - Managing up
0:11:00 | How to accelerate on the learning curve
0:12:00 | What did you look for in candidates reaching in?
0:14:30 | Foregoing Traditional Private Equity to go down Technology path
0:17:27 | Why choose technology? Which company?
0:20:00 | What types of roles to take on? What to avoid?
0:22:45 | What are technology recruiting process & interviews like?
0:26:26 | Most interesting part about roles at Uber
0:29:30 | Wearing multiple hats at high-growth start-up / trial by fire
0:31:30 | UberEats
0:35:00 | Factors in the MBA decision
0:37:40 | Deferred MBA process
0:42:00 | Maximizing your time at Stanford GSB
0:45:45 | Lessons learned for an entrepreneur
0:48:00 | How to you make short-term goals
0:50:40 | Biggest challenge as an entrepreneur - feedback loop

Careers #Finance #GoldmanSachs #InvestmentBanking #Uber #Stanford

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Elevate Live Session with Goldman Sachs Investment Banking Senior Associate, Vince Bellino. Vince started his career as an analyst in in Goldman's Structured Finance Group. Really candid and valuable discussion around the Investment Banking Job at Goldman, Keys to Success Early as an Analyst & Associate, Recruiting into IBD, How to Accelerate in your career and much more. Moderated by Kaushik Ravi, Founder, Elevate (Private Equity Director & 6+ years at Goldman Sachs as VP)

Elevate is the premier career platform for business & finance careers. We're partnered with professionals from the top 50+ IB, PE, VC and HF firms, as well as the top 40+ undergraduate and top 10 MBAs in the world.

4:40- Day-to-Day in Investment Banking, Career Journey, Why Goldman? - Pedro, Harvard
8:00 - Most surprising thing when you joined Goldman? - Julia, Yale
11:00 - Definite experiences you should build as a 1st and 2nd year Analyst?
13:20 - Differentiating yourself in IB? How to make top bucket?
15:20 - Dealing with the stressful nature of job
18:30 - Pandemic impact? Culture between Classic & Financing? - Billy, Yale
21:00 - Most rewarding part of your job? - Alan, UPenn
23:00 - Different types of projects? Proactively managing getting on good projects? - Lindsey, Stanford
26:20 - Key traits of successful analysts - both on the job and in interviews? - Neetish, Stanford
31:00 - What is Structured Finance? Key differences between SFG & IBD? - Tom, Wisconsin
37:50 - Keys to Recruiting Process (Networking, Coffee Chats, Interviews) - Ruben, HBS
44:00 - Approach to Interveiws
52:00 - What to do early in your college career? - Ethan, Maryland
54:00 - One thing you wish you had known when starting your career? - Maria, Sciences, Paris
57:40 - Tips on making good impressions in Hirevue/Virtual Interviews - Feras, Rutgers
59:20 - Mistakes early in your career - John, Duke Fuqua MBA
1:03:45 - Most Important Piece of Advice

careers #investmentbanking #goldman

For even more , visit https://www.elevatelab.org/ and follow on Instagram at https://www.instagram.com/elevatecareer for the latest programming & content

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Join the lates Elevate Live Session with the Pros with David Horowitz, Partner at Pine Island Capital. Prior to that, David spent 9+ years at Goldman Sachs, where he as a founding team member in Goldman's Special Situations Private Equity Group, then was Managing Director at Macquarie Private Equity.

Pine Island was founded by John Thain (ex-CEO of Merrill Lynch, ex-CEO of NY Stock Exchange, and 20+ year Goldman Executive), and has a very differentiated and unique approach to investing. Their investment strategy combines an experienced investment team with a group of deeply-connected and accomplished former senior government and military officials.

Elevate is the premier career platform for business & finance careers, partnering with top professionals & firms in the world to provide training, recruiting, networking and advice for business & finance careers.

2:00 - Intro & his Private Equity Journey / Expertise
8:00 - Trying a bunch of things early in your career vs. staying in one area / field / firm
11:00 - PE Job: Skills needed to be successful on the job as Associate & VP
17:00 - Large-cap / mega cap PE vs. Middle Market PE
20:30 - Different types of deal structures in PE: Control Investment vs. Minority vs. Structured Equity Investing & Other PE Structural Deal Dynamics
28:30 - Where are we in PE today - Trends & Outlook
33:00 - What led to your career acceleration?
35:30 - Investor Game: What do you look for in certain industries?
39:00 - Live Q&A by Audience: Rise of SPACS, Good Analyst vs. Great Analyst, Early Career Advice, Common Pitfalls of Investors, PE vs. HF vs. Other Investing Roles

For more, visit ElevateLab.Org and follow on Instagram at https://www.instagram.com/elevatecareer for the latest to all our programming

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Join Elevate for this exclusive conversation with Mark Cuban on Career Success and Becoming the Best. Billionaire Investor, Star on ABC's Shark Tank, and Owner of Dallas Mavericks NBA Franchise, Mark Cuban joins Elevate Founder, Kaushik Ravi on the Elevate platform for this exclusive interview!

3 ways to get access to this and other amazing content:
1. Subscribe here & on youtube: https://www.youtube.com/channel/UCWWkAMa2_F8GpE5bO8kApug
2. Follow on Instagram https://www.instagram.com/elevatecareer
3. Visit ElevateLab.Org

03:40 - Mark's career advice to professionals & students
05:00 - Thinking of risks in your career as opportunities
06:25 - How Mark overcame fear & anxiety to drive his career forward
07:40 - Mark's stories from his first job at Mellon Bank: His misadventures and what he learned from that journey
10:30 - How to make the most impact in your career
14:30 - Mark's thoughts on goal-setting
16:40 - What will the opportunity after crisis?
17:40 - Mark's advice on what to study if you were to enter the workforce right now
20:30 - Impact of AI going forward
22:40 - Future of Education
26:40 - When Mark hears a pitch on Shark Tank, what is he looking for?
28:40 - What is Mark's edge as an investor? How does he work at it?
33:00 - Why he doesn't hire people for Cuban Enterprises
34:00 - Toughest Lessons Learned as a CEO
38:00 - Current State of the World and how we can be better individuals
40:40 - Return of the NBA
42:40 - Rapid fire questions: What did you do when you found out you were a billionaire? Would you run for president? What would your first few programs be as President? Who were your mentors? What were your Failures?

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Amr, Partner at Warburg Pincus, sits down with Kaushik - to talk about all things Private Equity.

Get much more at ElevateLab.Org

Unbelievably useful conversation for anyone interested in deep diving into the Private Equity industry, the job, and learning about what it takes to enter & succeed there.

We delve into his journey into PE from a non-traditional background, his lessons learned about investing (luck vs. skill), his tangible advice to Elevate members on what he looks for in Associates and Vice Presidents (hint: how to think like an owner), career advice for people going through the current crisis, and his outlook for the PE industry and the increasing importance of domain knowledge & operational expertise.

0:00:48 - Rejected by all Banks & Consulting firms in college
0:03:00 - Role in Trading at Merrill Lynch; pros and cons of trading
0:05:12 - Attending Wharton MBA during Financial Crisis; B-school experience & discovering his passions
0:06:46 - Looking for PE role during financial crisis, difficult for someone from a non-traditional background
0:08:11 - How he got his foot in the door at Warburg & his early roles at Warburg
0:09:11 - His progression at Warburg mirrored life changes & changes at firm
0:12:32 - Investor Mindset and why investing is difficult
0:16:21 - Lot of ways to get to a good outcome. Learn how to trust people and management teams, etc
0:17:52 - What do you look for when you first see a CIM?
0:18:42 - His framework for investing at Warburg
0:22:46 - Keys to success at the associate level and interviews
0:27:27 - Keys to success at the VP / Principal Level and interviews
0:36:10 - Starting in Banking vs. Going straight to PE
0:40:19 - Career advice for people going through the current crisis
0:44:02 - Outlook for Private Equity

privateequity #wallstreet #investing #finance #careers #advice #business #investmentbanking

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If you've ever been interested or curious about quant finance - which is the the next frontier of investing and the nexus of top finance & technology, this is the discussion for you. Even if you haven't thought about it yet, you will still find it fascinating.

This week's guest is ridiculously accomplished - an Olympic (Rio 2016) & World-championship-level athlete, while concurrently, building his equally successful finance career in quant at Citadel, one of the foremost hedge funds in the world. It also has amazing lessons on developing the mindset to become the best at anything - be it in business, career, sports or life.

04:25 Pursuing his Olympic aspirations
05:00 How he got into Quantopian - applied to 8 start-ups via Angelist, knew very little about quant
07:00 Got the opportunity to be a part of Quantopian's push to become a crowd-sourced hedge fund & building a HF product from ground up
08:30 His experience at Citadel
10:00 Quant finance more of a tech job than a finance job
11:00 Feedback cycle from quant investing product is quick
12:30 Working with data fits well
13:30 Coming to Citadel was a game-changer, realized it was possible to have an edge, have alpha
14:30 What is quantitative finance? Deep-dive into what a quant does (Building & Weighting Datasets, Fitting / portfolio construction, Predictions, Mapping to Positions)
20:00 Why Citadel? To learn, you have to work with the best. World-class education in quant. Citadel is a pioneer in so many areas
23:30 Advantage of scale will be critical in next 5 years
26:00 Looking for an edge in quant & trading, comparisons to rowing
29:30 Need Mindset that things are out of your control. It's just part of the game.
35:00 How to balance demands of Olympic athlete and working at Citadel
35:30 Dealing with disappointment of missing London Olympics in 2012
38:30 What has helped me accelerate in my career: Be fearless enough to dig into the details and be self-sufficient to figure out tough problems
42:30 Common misconception: You don't have to be a STEM major to be in quant or in technical roles. Don't be intimidated by engineering. If you like it, learn more about it and inch closer to those types of roles
45:30 Interviews at Citadel: What he looks for in behavioral cues in interviews, why communication skills are critical even for technical interviews
49:00 Two main tracks in Quant: Quant Development (QD) and Quant Research (QR)
52:30 Rapid Fire: Favorite Book (Man Who Solved the Markets, Flash Boys); and more

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Thrilled to bring you my conversation with Anthony Scaramucci, CEO of Skybridge Capital, and former White House Director of Communications. An energizing, entertaining and reflective conversation on his illustrious career journey, from Goldman Sachs to starting his own hedge fund at 32, then Skybridge in 2005, serving in the White House then being fired from there, being in the public eye, organizing the world-famous SALT Conference and his favorite speakers, his pitch on recruiting candidates at Skybridge and many other topics. 

00:20 - Highlights
03:10 - First Thing You'll do after Quarantine
04:30 - Most important lesson learned over distinguished Wall Street career
07:40 - Confidence to leave Goldman Sachs and start your own fund
11:40 - Fear vs. Anxiety and how to overcome both
15:50 - His Wall Street rite-of-passage book : "How to Find Your Fortune without Losing your soul"
16:40 - Life Lessons from Michael Dell, Coco Chanel & others
20:10 - On being fired from the White House
25:20 - Advice to navigate current crisis, survive and thrive after
28:40 - Some favorite speakers from SALT Conference (Branson, President Bush, Will Smith, Milken, Pacino, Tony Blair, Copolla)
30:00 - Importance of Networking in career
34:20 - Lessons from being in the public eye
36:00 - His pitch on Skybridge and what he looks for in candidates
38:00 - Where to find Anthony

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Excited to bring you this week's guest, who is an investor at KKR and prior to that, was in Goldman Sachs's Distressed Credit Investing Group, and graduated from Maryland.

Range of topics covered, including Investing, his role at KKR, overview of credit investing, differences between public & private investing, deep-dive into financial analyses done, structuring deals and downside risk protection, his Wall Street career journey starting from a non-target school, how early career experiences can help, outlook for investing, outlook for careers amidst COVID-19, and much more.

04:44 - His best career advice
07:30 - Journey into Goldman, didn't even get an interview at first
09:20 - Distressed credit investing at Goldman
11:57 - Private vs. public markets, why private investing?
14:04 - What good public investors do well?
16:36 - Private investing role at KKR
18:48 - Role as Associate / Principal at KKR
21:10 - What makes a great investor
25:10 - Types of financial modeling in investing & downside cases
29:55 - Structuring a deal: covenants, amortization, cash flow sweeps
31:57 - Sales pitch on KKR
36:55 - Outlook & Impact of COVID
40:38 - What differentiates KKR with companies
41:52 - Advice for students entering job market & skills to build
47:10 - Interviews for KKR
49:30 - Measuring success and impact
54:00 - Rapid fire
57:47 - Deal you're proud of at KKR

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finance #wallstreet #privateequity #careers #advice #success #undergrad #college #jobtips #covid19 #investing #mba #graduate #businessschool #business #kkr #goldman #public #markets #private

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In this  discussion, Kaushik is joined by Kevin, whose career has spanned Investment Banking, Private Equity and Hedge Funds He started at Goldman Sachs Investment Banking, then to Private Equity at FTV Capital, a premier growth equity firm that specializes in enterprise technology and financial services. Then, he joined the Carlyle Group in Private Equity. Then, he went to Harvard Business School, and after HBS, joined Citadel as a hedge fund investor. 

Following topics covered:
0:05 - Introduction and Career Journey
4:03 - What makes a great Private Equity Investor
6:04 - Mega-fund buyout vs. Middle Market Private Equity - Most Important Things to Know
8:40 - Entering the Hedge Fund Industry - Recruiting Process
10:48 - Hedge Funds: Difference between Sales & Trading and M&A / PE Backgrounds
11:45 - How to adapt and thrive in the Hedge Fund Scoreboard mentality
14:00 - How do you come up with good investing ideas: Interviews and Beyond
17:35 - Hedge Fund Industry Outlook and Skills Needed
22:00 - Takeaways and Learnings from Emerging Markets Experience
25:40 - Private Equity & Hedge Fund Investing: Keys to Success as an Analyst / Associate

Visit ElevateLab.Org for more content from our Free Academy (talks with top professionals) and Training (Designed and taught by professionals)!

careers #privateequity #hedgefunds #finance #wallstreet

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In this discussion, Kaushik is joined by Nikhil, Hedge Fund Investor ($15bn AUM fund). Prior to that, he worked in Goldman Sachs Investment Banking. He joined a Hedge fund straight out of investment banking - which is a very challenging job to get.

We talk about so many topics related to the Hedge Fund job, HF vs. Private Equity, Finding great investment ideas, the psychology part of public markets, technical skills you need on the job, the comp structure at a HF, the HF interview process, the rise of passive vs. active, and much more.

Visit ElevateLab.Org for more content from our Free Academy (talks with top professionals) and Training (Designed and taught by professionals)!

3:15: Why Hedge Fund right out of Investment Banking vs. Private Equity?
7:35: How do you find great investment ideas & what are his strategies for sourcing?
12:20: Psychology aspects of public markets
13:00: Pros and Cons of Hedge Funds right out of Banking vs. Private Equity?
15:00: Differences between PE and HF - Public markets is all about psychology of investing; big picture vs. details
17:40: Technical skills on the job & how he thinks about valuation as a function of opportunity cost
21:45: Coding and quant skills for the job?
24:50: Soft skills: Convincing people of your ideas & communicating risks to an investment
28:05: What is the comp structure like in the HF world? At what point do you get carry?
30:00: Why have some funds in the HF industry struggled recently? “It’s a tough job”
32:30: Rise of passive strategies vs. active investing
34:30: What is the Hedge Fund interview process like?
37:00: Rapid fire round: Market at end of 2020; favorite investing book; what he reads daily; best advice

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Elevate Fireside Chat - Investment Banking & Finance Careers | Advice from Professionals for Navigating Careers in the Current Environment

Topics:
- Investment Banking, M&A & Finance Career Experiences
- Career Journey
- Recruiting Strategies
- Internships & Jobs in Current Environment
- Market Outlook
- Advice for Students & Young Professionals

Background:

There is a lot of uncertainty & anxiety around us right now.

The Elevate community is organizing an informal fireside chat with investment banking analysts and moderated by student leaders. We want to provide all students the opportunity to: one, learn from current analysts' experiences, two, address top-of-mind topics you may not have an opportunity to otherwise learn about given all the closures this spring, and third, provide community and mentorship.

Our goal is to help each other at this time and continue to strive towards our goals with the help of the Elevate community.

https://www.elevatelab.org/

careers #finance #wallstreet #jobs #tips #advice #recruiting #internships #market

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On this episode, Kaushik is joined by Sahil, Technology Private Equity Investor at Warburg Pincus, one of the largest private equity funds in the world. Prior to Warburg, Sahil was a Management Consulting Analyst at Boston Consulting Group and graduated from University of California, Berkeley.

1:15 - At Berkeley, was very confused about what he wanted to do with his career

2:30 - Interned in Investment Banking, but chose Consulting over Banking full-time

3:20 - Working at BCG, the “happiest place to work in the world”; First project in Bangkok

4:25 - Investing was the ultimate career path he wanted to end up in; interviewed and got the PE offer with Warburg

5:20 - Warburg’s technology investing business; wear the hat of VC investor, growth investor and late-stage investor

6:00 - Sourcing: As an associate, responsible for building own book, meeting with CEOs and execs

6:55 - Transaction Execution: Traditional PE role

7:20 - Portfolio Company Management: Real operational experience

9:30 - Thinking like an investor and what he looks for as an investor: over-indexing on business quality, moats around business, stickiness, unit economics

10:55 - Trends he’s following the most in technology as an investor

13:50 - Banking vs. Consulting route into Private Equity; What skills consulting taught him and what it didn’t

17:00 - What was his recruiting process like?

18:50 - What you would tell your college self? Take combination of more data classes and out of the box classes

21:30 - Working in Consulting as an Analyst; build a network of strong people who do cool things, diversity of experiences in consulting vs. more homogenous in banking, solving problems you don’t even know existed

25:20 - Caution people to steer clear of online forums (written by people who don’t really know) and rather listen to young professionals; Lots of noise in recruiting process find people who you can trust

27:00 - How to deal with competitive nature of recruiting, rejection and feeling inadequate at times: (1) Don’t think about where you are at 22, think about where you want to be at 30, 35, 40; (2) Define your own path and measure yourself on that path

30:00 - Defining success and impact over your career

32:50 - Rapid-fire questions:
Favorite things to read on a daily / weekly basis
1 year from now, market up 10% / flat / down 10%
Books that have left an impression on you
What makes you more likely to respond to people’s emails
Worst Interview Experience
Best Advice for the next generation

careers #privateequity #wallstreet #business #undergrad #college #jobs #work #success #managementconsulting #consulting #education #recruiting #investing #technology #growth

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On this episode, Kaushik is joined by Nandini, Head of Business Development, Uber, South Asia and India, and Director @ Uber. Prior to Uber, she worked in Investment Banking in JP Morgan's TMT Group in New York. She's had an accelerated career in a very short period of time.

Nandini heads up BD for Uber's South Asia & India business - one of its fastest growing markets, with 1bn+ people. She joined pre-IPO, helped build its South Asia business (achieving 50x growth in 4 years), and now builds the whole Uber platform there (Rides, Eats and more). She spent 3+ years in Investment Banking at JP Morgan's Technology, Media & Telecom Group as an Associate.

Topics covered:
- Serving as a Director at Uber and Head of Business Development for one of its largest markets - in a short period of time
- How her experience in JP Morgan TMT Investment Banking helped her. Why she thinks finance or consulting is the best place to start laying the foundation for a career - but staying too long might impact your ability to work in a fast-paced growth company
- Why she chose JP Morgan as well as TMT
- Her experiences at Uber - joining pre-IPO, helping Uber go public, heading business development of the Uber platform in the fastest growth market in the world, being an executive at Uber
- How to think about exit options from a finance / consulting career. What do ex-bankers and consultants do well in a fast-growth company, and what can they do better
- How the first 5 years of your career is about discovering what you're good at
- Why she chose Uber - believe in the mission, role that is not too narrow, grow really fast
- Technology is integral in everything that we do and will increasingly be so - what does that mean for business, finance students
- Some mistakes over her career

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On this episode of Elevate Career Success, Kaushik is joined by Kelsey Hilbrich from Blackstone Private Equity (Background: Blackstone, Harvard Business School, Goldman Sachs Investment Banking, JP Morgan).

In-depth discussion into the following topics:

  • What is it like to work at organizations like Goldman and Blackstone? Discussion around "teamwork" at Goldman and "ruthless efficiency" at Blackstone.
  • How do you start developing an investor's mindset early in career?
  • When someone sends you an email looking to connect/network, what makes you more or less likely to respond?
  • What is the role of the Private Equity Associate at Blackstone? How are teams structured? What are day-to-day responsibilities?
  • How did you prepare for the recruiting process for Private Equity? Why talking / learning from others who have been through the process was the most helpful; how to be "politely persistent"
  • What is the top advice for those recruiting for the buyside?
  • Are analytical parts of the job in finance eventually going to be done by algorithms? If so, what types of skills should be built?
  • What was her experience like in Investment Banking (JPM & GS)?
  • What has been her experience as a Woman in Investing? What is her advice for other women interested in investing/finance?

Elevate is a career success network for the next generation of business leaders, pursuing business, finance and technology careers. Founded in 2019, Elevate reaches students & young professionals from 25+ universities, and has conducted Career Success workshops at 23 of the top 25 universities.

If you found this podcast helpful, spread the word, rate & review it below. If you are interested in learning more, email ProjectElevateLab@gmail.com.

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On this episode of Elevate Career Success, Kaushik is joined by Niranjana Rajagopal at McKinsey, an elite management consulting firm. This discussion has been selected to be featured on McKinsey's global website.

How to have an accelerated and successful career at McKinsey?
What does McKinsey look for in candidates? 
How to navigate a very competitive recruiting process at McKinsey? What are best strategies to approach case interviews?
Demonstrating problem solving, ownership and impact at work
How to balance analytical skills with soft skills (empathy, leadership)
What are the types of projects and nature of the work for analysts and consultants?
How to navigate so many options for projects (industries, geographies, clients)?
What is McKinsey Academy?
New types of candidates that firms like McKinsey recruits

Elevate is a career success network for the next generation of business leaders, pursuing business, finance and technology careers. Founded in 2019, Elevate has conducted Career Success workshops at 18 of the top 20 universities. 

If you found this podcast helpful, spread the word, rate & review it below. If you are interested in joining Elevate, email ProjectElevateLab@gmail.com.

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This episode of Elevate Business Career Success features Olivier Babin, a venture capital investor at Softbank Vision Fund, one of the largest venture capital investing firms in the world. We discuss his accelerated career in finance and the keys to success. We also deep dive into what venture capital is (investing in start-ups) - what makes a good investor, what the day-to-day roles are, and the incredible amount of responsibility you can get in such a role. We also talk about recruiting into Wall Street from a non-target university (McGill), getting an internship (Goldman Sachs) and succeeding as an analyst in investment banking (Goldman Sachs). We then discuss things that students and young professionals can do during school and their careers to build the skills that will help them in the long run. A really insightful discussion. 

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Elevate Career Discussion: Brandt Smallwood, a Principal at Centerview Partners, an elite boutique investment bank, joins Kaushik. We answer questions on: Career planning, advice on choosing the right careers, what to do in college or afterwards to be most successful, exit options, role in investment banking / evolution, best / worst parts about the job, what recruiters look for in candidates, how to recruit effectively, how to network well, excelling in information interviews, interviews, how to approach summer internships, how to excel as a full-time analyst, finding mentors, and pursuing your interests outside of work to achieve a balance. 

Email ProjectElevateLab@gmail.com to be get more info. Rate / Review / Subscribe if you enjoy the content!