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Getting into Equity SalesThis is on behalf of a younger friend who is interested in sales. I've connected him with a few guys that cover me, but I do not interact much with our sales coverage, so figured that he could also benefit from the collective wisdom here at WSO. A few questions: I get the sense that... 7 months 2 weeks
Test345Test 1 year 1 month
Any EM guys here?Is there anyone here who works at an EM hedge fund or sell-side desk? Have a few questions on sentiment and the overall environment. I would love to reciprocate in any way possible. Reply or shoot me a PM, thanks. 2 years 5 months
Morale on the sell-sideHow is morale on the sell-side? I am mainly talking about sales/trading, but IBD and ER perspectives would also be interesting. I see more and more dire news hitting my Bloomberg every day. I interact with sales guys somewhat but don't go out with them much so don't really hear about these... 2 years 7 months


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Getting into Equity SalesMy thought on equity sales is that it obviously lacks the big upside that other areas of finance have, but it also cannot be automated much further, and margin compression has already occurred. Thus relative to fixed income where there is still a lot of automation and margin compression to come,... 7 months 2 weeks
When someone asks you, "So, what do you do?...I find myself downplaying things as much as possible. I am straightforward with other people in the industry, but I will usually tell white-collar types something along the lines of "I work in investments", and everyone else that "I'm an analyst" or "I do research". 7 months 2 weeks
SAC Capital vs. Other Hedge FundsThe more viewpoints, the better, for sure. The single vs. multi-manager shop debate is an interesting one and I appreciate your perspective. 7 months 3 weeks
SAC Capital vs. Other Hedge Funds[quote=xqtrack] troubadour: So let me see...less labor intensive process, less stress, longer investment horizon, can weather bigger drawdowns and even add to high conviction positions, more big picture there any reason not to prefer working at a single manager deep value fund... 7 months 3 weeks
What do ER analysts do in secular bear markets?Interesting question. I wasn't around then so I can't comment on the 70s in particular, but I do have some perspective from talking with analysts that cover sub-sectors that are in secular decline. There is a lot of gallows humor and conversations are framed in terms of "xyz company is the least... 7 months 3 weeks
SAC Capital vs. Other Hedge Funds[quote=troubadour]Right, makes sense that they'd need to ask detailed questions on their model drivers in order to get each quarter right (which is probably crucial at these short term focused funds). At the same time, you'd think the single manager funds would also be digging deep into the model... 7 months 4 weeks
Stay in SS ER or move to BS?Hard to say. I am more favorable on most on ER careers - the stability and lower stress has a lot of value. Comes down to what you want to do longer-term, do you think you would be a great investor? Do you truly believe that this founder is a smart guy? Do you think you could become the primary... 8 months 15 hours
Do Hedge Fund Workers Travel Much?This is for L/S equity. There is usually a conference season the month after earnings every quarter. Many of them are in NYC, but the rest are scattered around the country, depending on your coverage (i.e. energy in Texas, tech in SF, autos in Detroit etc). There are some cool destination... 8 months 15 hours
Healthcare Focused Hedge FundsGlenview does everything but healthcare is huge there. Visium is also big. There is one fund in particular that is famous for being really good at biotech, their name escapes me at the moment. Look at the top 10 holders list for some biotech stocks that have done well over the past 24 months,... 8 months 15 hours
NYC apartment hunting when coming from out of...Airbnb is the way to go. Ideally, try using Airbnbs in a few different neighborhoods, so you can get a feel for various areas of the city. That will help you greatly in your apartment search. Check out my response on the NYC apartment thread, it will be helpful for you. 8 months 15 hours