Public bio:
Mechanical Engineer with specialization in Computer Science from Queensland University of Technology. I have worked for 2 years at BTG Pactual (Largest Investment Bank in LatAm) in the Fixed Income and Derivatives sector. Additionally, I have worked for a M&A Boutique if a particular focus on Infrastructure deals. Currently working at UBS AG as an Investment Banking Analyst (3rd Year)
Public bio:
- Insitutional Equity Sales professional
- Prior experience (3 years) as an Equity Research Analyst, focusing on the Materials sector and SMID cap stocks
- Prior experience as an Investor Relations professional in two listed companies in Spain
Public bio:
Managing Partner & Senior Advisor | Private Equity & Infrastructure | 30 Years Experience
I am a senior investment executive with nearly 30 years of experience across private equity, infrastructure, capital markets, and operational leadership. Most recently, I served as Managing Partner at Bregal Energy, where I led a $500M private equity platform, deployed ~$350M in capital, and served on 14 portfolio company boards. Earlier in my career, I was an Associate Director at Macquarie Group, leading investment origination and sitting on multiple Capital Committees. I specialize in guiding businesses through complex situations, strategic repositioning, value creation, and leadership transitions.
Mentorship Focus
- Private Equity Careers: Actionable advice on transitioning to the buy-side, navigating PE recruiting, and understanding what partners look for in investment professionals.
- Executive & Board Development: Positioning yourself for C-suite roles and securing board seats, drawing from my experience on 14 boards.
- Value Creation & Turnarounds: Mentorship on stabilizing businesses, executing restructurings, and driving growth.
- Deal Origination & Capital Markets: Perspectives on origination, deal structuring, and global negotiations.
Career Background
- Managing Partner, Bregal Energy (2010–2025)
- Partner, Bregal Sphere (2023–2025)
- Associate Director, Macquarie Group (2004–2010)
- Senior Associate - Debt Capital Markets, Deutsche Bank AG (2004)
- Senior Fuels Portfolio Manager, Qantas Airways (2003)
- Senior Corporate Analyst, Airservices Australia (1997–2002)
Public bio:
I am a former J.P. Morgan Equity Research professional with ~5 years of experience covering European Capital Goods / Industrials, including companies such as Siemens, Schneider Electric, ABB, Siemens Energy, Vestas, Alstom, Sandvik, Prysmian, Atlas Copco, Kone, and Alfa Laval. I worked on a 44-company coverage universe and later served as Lead Associate on 17 stocks.
I help students and early-career professionals prepare for Equity Research and investment analyst roles, with a focus on practical, interview-ready skills: stock pitches, financial modelling, valuation, earnings analysis, sector research, investment thesis writing, and communicating ideas clearly.
At J.P. Morgan, I worked on institutional research products including a 44-company sector primer that generated 6K+ client reads, earnings read-throughs followed by 1.2K+ regular institutional readers, and a Global Capex report covering ~4,500 companies across 20 sectors.
My mentoring style is structured and direct. I focus on helping candidates build clear investment logic, avoid vague stock pitch language, understand what actually matters in a model, and communicate like someone who has done the work rather than memorized a template from the internet, humanity’s preferred method of self-sabotage.
Public bio:
I have been working in equity analysis since 2014, always at well-regarded asset managers with a fundamentalist approach. I started my career at Opportunity, where I rotated through both private equity and public equities, which gave me a strong analytical foundation and direct exposure to infrastructure assets like Santos Brasil as a portfolio company.
From there, I joined Távola Capital, where I was part of the team as the fund grew from under R$200 million to a significantly larger size. It was an environment focused on deep fundamental research and high-conviction, long-term positions. One of the most important theses I worked on during that period was Santos Brasil, we built the position when the stock was trading below R$2, based on the conviction that the weakness in container volumes was cyclical, not structural. We held it for over three years.
After completing the CFA, I moved to Pacífico/Mantaro, which had a similarly fundamentalist approach with a very well-defined investment process and longer holding periods. More recently, I was at Icatu Vanguarda, one of Brazil's largest asset managers with over R$50 billion in AUM, where I gained exposure to a more top-down portfolio construction approach and derivatives strategies including options structures.
Across these twelve years, I have worked with portfolio managers of very different styles, from highly concentrated, bottom-up approaches to more dynamic, macro-driven frameworks. That experience gave me a comprehensive view of how different investment philosophies work in practice.
I see myself as a fundamentalist analyst who values the qualitative dimension of investment theses. At the same time, working in long-biased funds taught me a great deal about risk management, position sizing, and portfolio dynamics, which I consider just as important as the thesis itself.
On a personal note, my wife and I are expecting our first child, Sophia, in late August, which gives me an extra layer of motivation to build something meaningful for the long term.
Public bio:
- Current Executive Director / Portfolio Manager in Private Credit – Asset Finance at Goldman Sachs Asset Management, focused on asset-backed private credit investments
- Responsible for origination, due diligence, investment committee materials, structuring, execution and portfolio monitoring across asset-backed transactions
- Previously Vice President at Société Générale CIB, working on ABS, securitisation, NPL financing and structured credit advisory transactions across Europe
- Earlier experience in physical commodities trading at Soufflet Négoce
- Master’s degree in Finance from a French business school
- Native French speaker, fluent in English and Italian
Public bio:
I am a finance and accounting professional from South Africa with experience spanning alternative investments, fund accounting, audit, investment banking research, consulting, statistics, and higher education. I hold a Bachelor of Business Science in Finance with Accounting from the University of Cape Town, with additional studies in applied statistics and mathematics.
Throughout my career, I have worked across financial services, research, teaching, and advisory roles, including experience in alternative investments and exposure to investment banking, consulting, and audit. Beyond my professional work, I have been actively involved in mentoring, leadership development, volunteer initiatives, and international programs.
I am currently completing the ACCA qualification and pursuing structured audit training as I continue building expertise in finance, accounting, investments, and business strategy. My interests include financial services, leadership, global markets, analytics, and helping others develop their careers.
Public bio:
Hi there! I’ve been working in strategy consulting at Monitor Deloitte for over 5 years, with expertise in the TMT and Sport sectors. I’ve interviewed and hired hundreds of candidates across our offices. In university, I was the president of our consulting club and know what it takes to help students prep for case interviews and succeed in growing at a consulting firm.
Public bio:
Director-level M&A and infrastructure professional with 12+ years across advisory and principal investing. Currently at a boutique advisory firm focused on renewables/infrastructure M&A and project finance, previously a VP investor in mid-market infrastructure equity and six years in McKinsey power and utilities practice. Deal experience spans utility-scale solar, offshore wind, battery storage, data center infrastructure, and structured project finance across the US and Europe. MBA from Columbia University.
Public bio:
Independent strategy consultant with experience in consulting at BCG and Oliver Wyman, and in investment banking through an Equity Research role at Morgan Stanley.
I'm a first-generation college student from Bahia who broke into MBB from a non-target school with no traditional strategy or finance background.
What I did have was years of deliberate preparation. I competed in and reached the top-3 finals of both the BCG and Bain national case competitions in Brazil, and led my university's Consulting Club, where I coached many students through case interview prep and GMAT training sessions. I know this path well from both sides, the grind of preparation and what the job actually looks like across different firms.
Happy to help with resume and cover letter reviews, case interview prep (especially for Brazilian and LATAM recruiting cycles), firm selection, and navigating the offer process.
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.
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