Public bio:
- Current General Partner at a $1B+ Venture Capital fund investing in Europe and North America
- Invested in a number of unicorns across software and fintech
- MBA from Wharton
- Previous experience in Investment Banking (TMT), Private Equity, Growth Equity, and currently at an Early Stage venture firm
- Graduated with a degree in Computer Science
- Was directly responsible for hires at analyst, associate, VP/Principal level. Long experience coaching and nurturing talent, some of which went on to work at the very best firms in the industry,
Public bio:
- Ex-banker and private equity associate - left finance entirely and can speak openly about the experience, recruiting secrets, etc.
- Previous private equity associate at top MM fund in Los Angeles - received 3 offers from private equity funds during recruiting process
- Previously spent 2 years at Morgan Stanley as an analyst in their Investment Banking Division - worked as a generalist in the LA office (heavy consumer retail and media experience)
- Led my office's intern and analyst recruiting efforts - can provide full insights into the behind-the-scenes of the interview and offer decision process
- Actively provide mentorship to undergrads - helped 50+ students land offers into top investment banks
- Graduated with a BA in Business Economics from UCLA
Public bio:
.................................
Public bio:
Current IB analyst in a BB
Public bio:
- Currently work at EIG, focused on investments across the capital stack in power, energy & infrastructure sectors
- Have deep exposure to and familiar with various investment structures including structured equity, credit, and take-privates
- Previously worked in investment banking at Moelis (NYC) and CIBC (Canada)
- Originally from Korea, raised in Canada, worked in New York, and currently in Washington, DC
Public bio:
- I’ve taken a slightly unconventional path through finance, moving across Sales & Trading, the buy-side in Asset Management, and now Investment Banking. Along the way, I’ve had the privilege of working at institutions like Credit Suisse, Dimensional Fund Advisors, and Morgan Stanley, gaining a front-row view of how capital markets, portfolio management, and corporate financing connect in the real world
- My journey started at a non-target school in Singapore where Bulge Bracket placements were far from common. Coming from a non-privileged background, I had to figure out recruiting, technicals, and career strategy largely on my own, while juggling part-time work, case competitions, internships, and academics. I didn’t have a roadmap or a network handed to me, and that experience shaped how I approach mentorship today.
Professionally, I’ve seen finance from multiple angles:
- In S&T at Credit Suisse, I learned how markets actually function day-to-day, how products are structured, sold, and risk-managed, and how different desks collaborate.
- On the buy-side at Dimensional Fund Advisors, I developed a deep understanding of portfolio construction, quantitative investing, and what long-term institutional investing really looks like behind the scenes.
- In Investment Banking at Morgan Stanley, I now work on high-profile debt and leveraged finance transactions, supporting issuers across Southeast Asia on capital raising, liability management, and strategic financing decisions.
This cross-platform exposure gives me a rare, holistic perspective on finance. I’m not just familiar with one seat on the table — I understand how the entire ecosystem fits together.
As a mentor, my value add is simple: I help students and early professionals turn confusion into clarity. Whether it’s choosing between IB, S&T, or AM, preparing for interviews, breaking into a non-traditional background, or building confidence when you feel behind, I’ve lived those challenges.
I’m especially passionate about helping candidates from non-target schools or less privileged backgrounds realize that elite outcomes are still achievable with the right strategy, preparation, and mindset.
If you’re looking for practical advice, honest feedback, and guidance grounded in real experience across multiple front-office roles, I’d be more than happy to help.
Public bio:
Recent investment banking analyst and graduate of souther LAC. Big fan of WSO and hope to help others with what I’ve picked up on the job and on the site over the last few years.
Public bio:
- Current Founder / Managing Partner of a European Mid-Market Life Science Private Equity Fund
- Former Managing Director, Healthcare Private Equity at Astorg, a top-tier European Private Equity Fund
- Previous Investment Associate at Permira, a global top-tier large cap Private Equity Fund acquiring majority stakes in Technology, Business Services, Industrials and Healthcare companies
- 5 years at The Boston Consulting Group as Senior Management Consultant
- MBA from Columbia University, NY
- PhD in Veterinary Medicine from University of Zurich
- Proficiency in English
- Native German speaker
Public bio:
Kristian is a senior private markets investor, asset management executive, and trusted advisor with a global track record across private equity, venture capital, private credit, infrastructure, and real assets. He brings over two decades of experience in investment leadership roles at tier-one asset managers and global investment banks, with experience spanning Australia, Asia, the UK/Europe, North America, Latin America, China, and India.
He has led the design and execution of complex, multi-billion-dollar investment programs on behalf of institutional investors, family offices, superannuation funds, and high-net-worth clients. His experience encompasses direct, funds and co-investments, portfolio construction, capital formation, and fund strategy — including the development and launch of open-ended, semi-liquid, and closed-ended private equity vehicles.
As Executive Director (Global Investments) at Soul Pattinson he has responsibility for an investment program focusing on PE funds and co-investments in North America, Western Europe, the UK, and Scandinavia. He also has a secondary focus on private credit funds.
As Co-Head of MLC Private Equity, Kristian was responsible for a $6 billion global private equity and venture capital investment program, serving a diverse client base across institutional, family office, HNW, and retail channels. He has a strong track record of navigating market cycles, aligning stakeholder interests, and building enduring investment partnerships.
Today, Kristian advises a select group of clients in private markets, asset management, and fintech. He brings a strategic lens to growth, capital structuring, M&A, and platform scaling — often working closely with boards, investment committees, and executive teams on high-impact initiatives.
Kristian is known for his strategic clarity, commercial judgement, and ability to navigate complex investment environments — earning the trust of boards, investment committees, and institutional partners alike.
Public bio:
- My 10-year career has spanned Investment Banking and Private Equity with Mid-Market Funds
- As Boston resident for 4 years now- I have met and/or know the investment philosophy of nearly every firm in the greater-Boston area.
- My most relevant interview experience will be with Mid-Market funds between $200M - $2Bn as a Fund Size.
- I was previously a Vice President with H.I.G. Capital in their Flagship LBO Fund. I was previously with Comvest Partners (Associate) and Prospect Hill Growth Partners (VP) as well.
- I ran recruiting for three Private Equity Firms (as an Associate, then post-MBA as a VP)- I have designed take-home case tests and grading rubrics for the firm to use on the superdays.
- I have been a generalist for my career- I have experience and have completed platform deals in Consumer, Business Services, Tech Services, and Industrials
- Wharton MBA '20. I led Private Equity interview preparation seminars for students in the PE/VC club.
- I have been trained by Executive Talent Coaches on the best interview techniques which are used by PE firms
- My interview preparation philosophy is simple: (1) 50% of interviewers have made up their decision in the first 5 minutes (2) Don't blow the basics (3) speak the firm's language
Frequently Asked Questions
Can’t find an answer? Please send an email to [email protected]
The WSO mentor service runs at a very slight profit (~5-10% net margin) in order to help motivate amazing professionals to provide great (free) advice in the forums (many mentors have green "mentor" buttons next to their usernames) which strengthens the entire WSO community. Luckily, there is a surprising number of elite professionals within the WSO community that love giving back to motivated candidates. We also recently automated the mentor matching with an algo that helps reduce the manual work needed on the backend should a requested mentor not be available. Prices range from as low as $57 up to $997 depending on the package you purchase and the mentor you select. Given the success of our service and the number of repeat clients we have, we know that we can afford to run on thin profit margins and serve thousands of applicants. We also know that many of you will follow the advice of our mentors and invest in additional courses and/or services from WSO.
After checking out, your request will immediately be sent to the mentor you selected. You will be expected to fill our some basic information (location, industry preference, etc) along with upload a Word version of your resume in order to help the mentor decide if they feel like they are a great match. As soon as they accept (usually within ~9-12 hours), an email will be sent making an introduction. Your mentor will introduce him/herself and then proceed to review your current resume and/or offer times when you can connect for a mentor session. Over the following days, you will schedule a time that is mutually convenient for you initial phone call to go over what you need help with (mock interview, career consultation and/or both). If you would like to continue with this mentor, you can schedule more hours anywhere from 1 hour to 3+ hours with him/her over the following weeks & months.
Typically the match happens within 12hrs. If your preferred mentor has not responded within 9 hours or they indicate they can't take you on as a mentor, we will notify other top mentors that have the most in common with the mentor you selected (based on our matching algo). These backup mentors will indicate to you if they are available and you have the choice to move forward with one of them, get a refund or wait longer for your preferred mentor. If for whatever reason we cannot match you in time and/or there are no mentors that are available that you'd like to work with, we will refund your purchase in full, no questions asked.
We have an incredible team of 1,000+ dedicated mentors across top firms all around the world. Our #1 goal is to make sure you are placed in the hands of the most competent and detail-oriented professional in your specific target industry. This coupled with our strict process ensures a smooth and thorough experience. Why do we use actual professionals? The answer is simple: they are the ones ACTUALLY SCREENING APPLICATIONS for their own firms! They know what it takes to make it out of the trash pile and into the interview pile. On top of this, since we have been doing mentor sessions for over a decade across THOUSANDS of clients, we are able to immediately identify a top mentor and feed them more clients to ensure happy customers like you (due to our strict screening process). Our team includes investment bankers at all the top bulge brackets and elite boutique banks as well as private equity, hedge fund and VC professionals at the most prestigious funds. We also have reviewers at the top management consulting firms in the world, elite prop trading firms, top corporate finance roles as well as other related finance careers.
Usually these are all self-limiting beliefs, but if you're unsure if we are a good match for you, please send us a quick email to [email protected] and we can send over some bios if we think there might be a potential good match for you.
Too Young / Too Inexperienced: We do NOT recommend our mentor service until you at least have at least some relevant WORK experience that we can leverage. For the young clients out there, this means an internship, ideally in your target or related industry. If you are still in high school, it is unlikely that you have this experience. The earliest we'd recommend doing a mentor session is early freshman or early sophomore year as you prepare for summer internship recruiting. If you have no relevant experience then it probably doesn't make sense to sign up for the service. Our mentors are amazing, but they aren't magicians. If you tell us you really want to be in Investment Banking or Private Equity (for example) and everything in your background points to law or medicine, it's going to be an uphill battle. On the other hand, if you have unrelated experience but you have started the transition process by taking relevant classes and joining relevant clubs and associations, we'd love to work with you. You may not be the most competitive candidate, but we will highlight the most relevant education and functions at your current job that would translate well across industries.
Too Old / Too Experienced: We DO recommend our mentor service for more experienced professionals that are looking to make a transition or have an interview coming up. We have several very senior mentors that can answer the tough questions and make sure you are up to date on the latest trends in your target industry. However, before you move forward, we encourage you to give yourself an honest assessment. If you are looking to make the transition and have not made any steps outside of considering this mentor program, you probably aren't ready. If you've taken steps (education, new degrees, courses, etc) and feel like you're ready, we're on board and eager to help!
Yes, but if you have a negative attitude you are unlikely to have success. If you think a mentor session is an automatic referral, please don't bother to hire us.
Yes, our mentors often do refer our clients for open positions at their firms (over 20%), however, this should not be asked of our mentors to avoid a conflict of interest and it should not be expected as part of the service. It is up to you to impress the mentor if this is your goal, however, we believe you can gain much more out of the experience by being honest about your weaknesses and concerns with the mentor so there can be an open dialogue on how to improve your chances.
The only discounts are for larger packages and more hours purchased at once. This is an incredibly labor intensive 1-on-1 service using finance professionals that typically make well over $200/hr and are doing this primarily to give back.
This is a personal question and the answer is naturally subjective. If you are serious about landing a job in investment banking, private equity, hedge funds, trading, asset management, management consulting or any other competitive industry, it's more than likely that the answer to that question is a resounding "YES".
Career services advisers at your school are not screening applications for interviews...neither are your classmates. If you do happen to have a friend in the industry, are they going to take the hours necessary to give you a realistic mock interview? Odds are that their time is limited outside the office and if they do give you some guidance, it won't be as thorough as our expert mentors. If you look at the competitive nature of recruiting nowadays, why would leave your application up to chance when many of these jobs pay well over $100,000?
Join the 1,000+ candidates just like you who have already used the WSO Mentor Service
If you’re reading this, you’re here for a reason: because you want to be one of the very few who gets an an elite job and because you need help doing it. The choice really is yours. And your opportunity really is limited.
or Want to Sign up with your social account?