Hedge Fund Coaches, Events, and Resources

Welcome to my profile! How can we prepare you for the next step? I have over a decade of experience in the finance industry, including roles as an Investment Analyst at Sylebra Capital, an Associate at Francisco Partners, and an Investor at Lightspeed. I bring a wealth of knowledge to my coaching practice and can to speak to (i) best practices for equity research analysts (ii) preparing for management/expert calls to extract the most during the diligence process, (iii) horizontally transitioning into roles with limited experience and, (iv) tips for getting into grad school. I am a CFA Charterholder and have an MBA from Columbia Business School. Whether you're looking to refine your investment approach, hone your research skills, or prepare for interviews, I'm here to guide you every step of the way. Let's connect and chart your path to success in finance!

Most recently, I was a Vice President in the EMEA Structured Finance & Lending team (formerly Principal Funding and Investments) at Goldman Sachs. I left Goldman Sachs in 2024 to attend Harvard Business School. I have worked across multiple asset classes, including Credit, Equities, Rates and FX, and have experience with managing people and sub-businesses within the desk. I have deployed over $1bn of capital during my career, primarily into private and structured credit. These have all been in principal risk transactions involving the firm's capital. As part of my portfolio management responsibilities, I also frequently traded credit, equity, and interest rate derivatives. Throughout my career, I have been a successful hiring manager, intern sponsor, mentor, and advocate for many. I have built a sterling reputation over time through a strong trading track record and by taking an active interest in developing and training the people around me by providing support and mentorship.

I help candidates break into hedge funds, quant research, and systematic trading by translating strong technical or finance backgrounds into buy-side-ready profiles. This includes profile analysis, gap identification, upskilling guidance, narrative re-branding, and targeted networking and application strategies. At Carnegie Mellon, I coached 90+ MFE students & grads to land roles in 30+ leading hedge funds and multi-manager platforms including Citadel, Point72, AQR, Squarepoint, and Balyasny - while also leading recruitment info sessions and speaking with hiring managers as Associate Director of Career Services for the MSCF (Computational Finance) program. If you want clear, structured guidance to break into the buy side—without guesswork or generic advice—let’s take a close look at your profile and next steps.

With a robust background in hedge funds, private equity, and management consulting, I bring a wealth of experience from top-tier firms like McKinsey & Company, Bain Capital, and Meritage Group. As an Equity Analyst at Reade Street, a long-only investment fund with >$1 billion assets under management, I specialize in generating and diligencing investment ideas while working to ensure effective capital deployment. My academic credentials include a Master's in Finance and Private Equity from the London School of Economics and majors in Mathematics and Economics from Stanford, where I graduated with a 4.01 GPA. Over the years, I've successfully helped many individuals navigate how to get prestigious jobs at hedge funds, private equity firms, and management consultancies. Whether you're looking to break into any of these industries or advance your career, I'm here to provide tailored guidance and support. Let's connect and chart your path to success!

I have 15 years of experience in the hedge fund industry, including as an analyst and portfolio manager at some of the biggest hedge funds and family offices in the world. Over time my coverage has included cyclicals (industrials and energy), technology, consumer, healthcare, and event-driven strategies. I have extensive experience in idea generation, thesis development, and writing investment memos. I am also an experienced portfolio and risk manager, and can explain and demonstrate modern portfolio management and factor analysis tools. I am a top analyst on buyside investment investment platform SumZero (https://www.sumzero.com/pro/members/profiles/9621) I can offer help in crafting investment pitches/memos, building models, and preparing for behavioral and technical interviews. I am familiar with the interview processes at the major Tiger Cubs and Multi-Manager platforms.

Welcome to my profile! I work as an Equity Analyst at Point72 and previously at Goldman Sachs. Over the years, I've successfully coached individuals for junior banking, asset management, hedge fund roles as well as top university admissions. I can help you navigate the application process, master stock pitches, handle all types of interviews and crack case studies.

I currently spend time in my role on public equity investing. I can help you prepare for interviews, stock pitches, and general ideas for your HF role.

I have successfully guided mentees to offers at Morgan Stanley, Point72 Academy, Evercore, Blackstone Tactical Opportunities, Moelis, and other elite financial services firms. My coaching is grounded in real-world buy-side experience: I began my career at the longest-tenured long-short equity investing program, Point72 Academy, and currently work at The Cypress Funds, a $1.5B AUM 3-person public equities investment team. How I’m Different: 1. Recent Recruiting Experience - I’ve been in your shoes! As a recent graduate and valedictorian, I am intimately familiar with the entire finance undergraduate recruiting lifecycle, having recently participated in superdays at Blackstone Private Equity, Goldman Sachs, Centerview Partners, Point72, and other top financial services firms. 2. Diversity Recruiting Specialist - I’m an expert in navigating the diversity undergraduate pipeline. During my undergraduate years, I participated in both SEO and MLT + was selected for ~20 competitive diversity programs. My acceptances included: - Hedge Funds & Quant: Point72 Future of Finance Diversity Accelerator, D. E. Shaw Nexus Fellowship, Millennium Management Diversity Insights Day, AQR Early Engagement Diversity Summit, BlackRock Find Your Future Forum - Private Equity: Blackstone Fall Diverse Leaders Program, Blackstone Real Estate Early Insights Program, Bain Capital Investors of Tomorrow Summit, KKR Diversity Undergraduate Program, Ares Diversity in Alternative Investing, Audax Amplify Forum, LLR Partners Diversity Collaborate - Investment Banking: Goldman Sachs Hispanic/Latinx Possibilities Summit, Evercore Investment Banking Diversity Simulation, Citi Freshman Discovery Diversity Program, Bank of America Launchpad Diversity & Inclusion Forum

I'm currently a CIO, Portfolio Manager at a hedge fund and have spent my career across investment banking, consulting, venture capital, and buy-side investing. I help aspiring and early-career investors think more clearly about markets, stock selection, and portfolio construction. Whether you’re preparing for a hedge fund interview, refining a stock pitch, or developing your own investing framework, I focus on how professional investors actually evaluate ideas. We can work through thesis development, valuation logic, risk analysis, position sizing, and how to defend an investment under pressure. I also help candidates prepare for buy-side interviews with practical mock sessions. These sessions are direct, practical, and grounded in real-world investing and not theory.

Welcome to my profile! With extensive experience in career coaching in Quant Finance, I am here to help you navigate the competitive world of hedge funds. As the former Executive Director and Director of Careers at the TOP RANKED UC Berkeley Masters in Financial Engineering (MFE) program. I have placed over 500+ students and professionals at hedge funds like Citadel, Point72, Cubist and more. I currently lead a community dedicated to advancing careers in quantitative finance, offering personalized coaching for Quantitative Finance , resume reviews, and strategic career planning through QuantMinds. My previous roles at UC Berkeley's Haas School of Business and Stanford GSB have equipped me with a deep understanding of the finance industry and the skills needed to succeed. Let's work together to achieve your career goals in the hedge fund industry!