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I'm f***ing in, you're f***ing outHey guys. Kenny F'in Powers, Chartered F'in Analyst, here. I've been away for a while getting my sh*t straight in Mexico/starting a new job. I missed a lot of PMs and forum discussions while I was busy, and I apologize for anyone who never heard back from me in the last few months. But now I'm... 3 years 1 week
Insurance Asset Management CompensationHey everybody. I'm curious if anyone has any insights into working as a mid-level research/portfolio management employee (4-5 years of total work experience) for a F500 insurance company's asset management arm in terms of compensation. The group manages a good amount of retail AUM plus the... 3 years 6 months
Interview with BlueMountain CapitalHat Tip to International Pymp for sending this to me. Very insightful interview with BlueMountain, a great long/short credit fund: BlueMountain Capital Management was one of just nine managers on the receiving end of 38% of all new money put into hedge funds this year, according to a report... 3 years 7 months
Interview with BlueMountain CapitalHat Tip to International Pymp for sending this to me. Very insightful interview with BlueMountain, a great long/short credit fund: BlueMountain Capital Management was one of just nine managers on the receiving end of 38% of all new money put into hedge funds this year, according to a report... 2 years 7 months
Interview with BlueMountain CapitalHat Tip to International Pymp for sending this to me. Very insightful interview with BlueMountain, a great long/short credit fund: BlueMountain Capital Management was one of just nine managers on the receiving end of 38% of all new money put into hedge funds this year, according to a report... 2 years 7 months
Interview with BlueMountain CapitalHat Tip to International Pymp for sending this to me. Very insightful interview with BlueMountain, a great long/short credit fund: BlueMountain Capital Management was one of just nine managers on the receiving end of 38% of all new money put into hedge funds this year, according to a report... 2 years 7 months
Highland Capital ManagementAnyone know anything about Highland Capital Management's NY office? Size, culture, how desks are structured? Comp would be great but I know that's asking a lot. I know Highland's got a wide range of credit strategies and is pretty big in the CLO/leveraged loan space, but that they also have... 4 years 4 days
India Graduates Millions, but Too Few Are Fit to...I thought this article was pretty interesting: [Quote=Wall Street Journal] BANGALORE, India—Call-center company 24/7 Customer Pvt. Ltd. is desperate to find new recruits who can answer questions by phone and email. It wants to hire 3,000 people this year. Yet in this country of 1.2 billion people... 4 years 3 months
Experienced HF analyst resume formatHey Team WSO-anyone have a sample resume or resume template for an experienced analyst? I want to make sure I keep mine up to date, but I haven't really considered how to structure it. I previously worked in a transaction-oriented Big 4 consulting group, so I structured my resume like a banking... 1 year 5 months
Packers or Steelers?Who do You have? 4 years 5 months

Comments

Preview Freshness
I'd want to see a full 3-statement model for a...I'd want to see a full 3-statement model for a take-home with any reasonable amount of time. We usually do in-office cases so the expectations are lower. 2 weeks 4 hours
When asked how to get smarter, Buffett once held...When asked how to get smarter, Buffett once held up stacks of paper and said he "read 500 pages like this every day. That's how knowledge builds up, like compound interest." 3 weeks 21 hours
Setting aside whether they're UNDER-valued, the...Setting aside whether they're UNDER-valued, the real question is why do companies/industries trade at multiple X of metric Y (dividend yield is a multiple at the end of the day). The two main things, in my eyes, are growth expectations and degree of certainty (setting aside things like WACC/risk... 3 weeks 2 days
Kenny_Powers_CFA: Bondarb: I would not complain...[quote="Kenny_Powers_CFA"] Bondarb: I would not complain until you get your ducks in a row. At the day of the bonus simply smile and nod and take your check. Collect your thoughts over a few days, and then come back with a calm and reasoned argument about why you deserved more. Be careful not to... 4 weeks 1 day
Bondarb: I would not complain until you get your...[quote="Bondarb"]I would not complain until you get your ducks in a row. At the day of the bonus simply smile and nod and take your check. Collect your thoughts over a few days, and then come back with a calm and reasoned argument about why you deserved more. Be careful not to make it an... 1 month 4 days
BlueWing: I've seen 3 types of funds that could...[quote="BlueWing"]I've seen 3 types of funds that could fit into this category: 1) Mirror image of the long book from a L/S fund (for investors who don't want short exposure, but like the managers stock picking) 2) A best ideas portfolio of the HF's 10-15 best stocks from the L/S fund 3) A book... 1 month 5 days
It's tough to really know much about what would...It's tough to really know much about what would be a reasonable # given the info you've given. As a thought exercise let's say you generated 10mm of PNL in excess of base mgmt fee drag. At 20% incentive fee, that's worth $2mm to the GP. That's all well and good, but still: a) Was that... 1 month 1 week
a) Not sure why a hedge fund manager is pushing...a) Not sure why a hedge fund manager is pushing you towards FINRA licenses. b) You need to be "sponsored" (aka employed) by a FINRA member (ie a broker-dealer) to take the test; are you? c) I don't think having passed the Series 7 is really viewed as a differentiator; In my experience most... 2 months 2 days
Claren Road is actually not a great example of...Claren Road is actually not a great example of this as Carlyle acquired them, runs them fairly autonomously alongside their other hedge funds (for example Vermillion (commodities) and Emerging Sovereign (macro)), and Claren has a decent amount of eventy/non-credit stuff as well (their big loser... 2 months 3 weeks
SpaceMarine: Really appreciate all your helpful...[quote="SpaceMarine"]Really appreciate all your helpful comments! So it seems that the typical IB/fundamental analyst is better suited for distressed investing, according to your views. I just find it very interesting because there have been quite some news historically stating that "former... 3 months 3 days