WSO ACADEMY - LAND THE ELITE ROLE

Find Your Mentor

Dramatically Increase your chance of landing an elite role by joining WSO Academy and gaining access to our 3,500+ mentors. Our mentors are top employees at the most selective firms. Proven process with over 2,500 clients over 14 years.

Alex Banh
Charles Pontvianne
Andy Yan
Cindy Wei
Alice Sheng

Find Your Mentor with Filters Below

New Mentor!
Member since 2026
Investment Banking
  • Investment Banking

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)

  • São Paulo
  • São Paulo
New Mentor!
Member since 2026
Sales & Trading
  • Equity Research
  • 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
  • Madrid
New Mentor!
Member since 2026
Private Equity
  • Investment Banking
  • Asset Management
  • Other

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)
  • Rio de Janeiro
    • London
    • New York City
    • Sydney
  • Rio de Janeiro
    • London
    • New York City
    • Sydney
New Mentor!
Member since 2026
Corporate Strategy
  • Equity Research

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.

  • Metropolitan City of Milan
    • Mumbai
    • London
  • Metropolitan City of Milan
    • Mumbai
    • London
New Mentor!
Member since 2026
Asset Management

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.

  • Rio de Janeiro
  • Rio de Janeiro
New Mentor!
Member since 2026
Private Credit
  • Investment Banking
  • Corporate Finance
  • 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
  • Amsterdam
    • Milan
    • Paris
  • Amsterdam
    • Milan
    • Paris
New Mentor!
Member since 2026
Other
  • Investment Banking
  • Asset Management
  • Consulting
  • Private Equity
  • Equity Research
  • Sales and Trading
  • Venture Capital
  • Accounting
  • Commercial Banking
  • Corporate Development
  • Corporate Finance
  • Corporate Strategy
  • Investment Advisor
  • Non-profit
  • Other
  • Private Credit
  • Prop Trading
  • Proprietary Trading
  • Real Estate
  • Risk Management

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.

  • Cape Town
    • Durban
    • Johannesburg
    • New York City
    • London
    • Tallinn
    • Mumbai
  • Cape Town
    • Durban
    • Johannesburg
    • New York City
    • London
    • Tallinn
    • Mumbai
New Mentor!
Member since 2026
Management Consulting
  • Corporate Strategy

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.

  • Montréal
New Mentor!
Member since 2026
Investment Banking
  • Consulting

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.

  • New York City
    • Houston
  • New York City
    • Houston
New Mentor!
Member since 2026
Management Consulting
  • Investment Banking
  • Consulting

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.

  • São Paulo
    • Salvador
    • Buenos Aires
    • São Paulo
  • São Paulo
    • Salvador
    • Buenos Aires
    • São Paulo

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