Public bio:
Adam is a passionate innovator and global thinker with a passion for supporting disruptive ideas that tackle worldwide challenges. His particular focus is on levelling up opportunities in the Global South.
With an MBA from London Business School specialising in Finance and Private Equity, Adam brings a wealth of experience to the table.
He spent 7 years at Citi and a year at PwC in Private Capital and Investment Advisory before pursuing his MBA. In 2022, he further honed his skills through an internship at BCG Africa.
Adam's commitment to leadership and diversity is evident in his completion of the BAME Leadership Programme at Magdalen College, Oxford and the Blavatnik School of Government in 2021.
Adam is a Newton Venture Fellow and also holds a Master of Science (Hons) in Natural Sciences from University College London. He is fluent in English, French, and Arabic.
Public bio:
John spent 25 years working on the buy side in the asset management industry. He started in sales and marketing at Putnam investments where he managed a territory selling institutional products to mid size corporations. After business school at Cornell, he transitioned to an equity analyst position at Putnam Investments focusing on the industrials, energy and basic materials sectors and spent the next ten years working on international and global investment teams eventually becoming the lead portfolio manager for the Putnam Global Natural Resources fund. John was hired at Epoch Investment Partners in 2012 as a co-portfolio manager, managing director and senior analyst focusing on the industrials, consumer, technology and healthcare sectors for the international and global small cap portfolios and became the CIO and lead portfolio manager for both products in 2017. He has a BA from Denison University and an MBA from The Johnson School at Cornell University as well as holds the CFP and CRPC designations.
Public bio:
* Currently a Private Equity Associate at a global private equity firm with ~$40 billion of assets under management (focusing on growth equity)
* Previously worked for two years as an analyst on the Investment Banking Leveraged Finance team, structuring and executing leveraged loan and high-yield bond transactions across various industries
* Prior, he spent a year on the Leveraged Finance Underwriting team after undergoing a formal credit training program, underwriting leveraged loan transactions in different sectors and composing credit committee memoranda to support capital commitments
* Interned at Morgan Stanley in New York City within the Credit Risk division covering the TMT sector, engaged with the investment banking and capital markets teams to provide financing structures on both best efforts and firm commitment bases
* Graduated early on a three-year track with a B.S. in Management (double major in Finance and Computer Science and a minor in math), was actively involved on campus as a department TA and RA alongside various student organizations
Public bio:
- Currently VP at Private equity/VC (TMT, Consumer and Healthcare)
- Internship experience: Sales & Trading, Equity Research and Investment Banking
- Participated in various First Year Spring Programmes and Insight Days
Public bio:
Professional Background
- Principal at sports, media, and entertainment sector-focused fund HQ'd in Los Angeles with +$500m in AUM.
- Prior to that, spent +5 years at one of the world's largest PE firms with over $250bn in AUM, responsible for launching and spearheading the firm’s PE media, entertainment, and sports global coverage as well as a founding member of the firm's Growth Equity team (Europe’s largest first-time growth fund at €2.4bn)
- Directly involved in 5 additional majority/co-control transactions and 3 minority growth deals totaling over $2bn in capital invested
- Prior to that, Investment Banking Associate / Analyst at Bank of America Merrill Lynch's TMT groups in New York and London
Other/Personal
- Fluent in English and Spanish
- Experience securing bulge-bracket IB offer as a "non-target" student
- Can speak to the nuances of the international student/work visa process in the US and Europe, as well as his experiences doing IB / PE in both regions
Public bio:
- Currently a Senior Associate at a real estate private equity special situations firm investing in commercial real estate assets and businesses across Europe
- Previously spent 3 years working across real estate private equity/debt across the US and Canada, focusing on commercial real estate acquisitions and asset management
- Graduated with a MSc in Real Estate Investment and a BA in Economics
- Able to advise on how to optimise CVs/Cover Letters, improve networking sessions, and navigate changes in geographies/sector focuses
Public bio:
- An Associate Director, specifically focus of equity long/short and event-driven.
- Previously, Analyst in Private Equity (leveraged buyout, venture capital, distressed, and special situations)
- Provided support to Corporate Investment Banking and International clients
- Master of Science focused on Risk management
- Graduated with a Bachelor of Science in Finance
Public bio:
An experienced and empowered Commercial leader, exuding unparalleled composure, with over 12 years experience in the energy industry, primarily in trading roles. From spec trading to asset management, I have successfully traded across most US ISOs/markets, utilizing physical and financial products. Presently trading Midwest power, with a focus on congestion products and term ICE.
Managing a pod of energy traders/analysts, led by data- and fundamentally-driven market insights, with an entrepreneurial spirit. Generating alpha through several avenues of speculative arbitrage in power markets.
Employing creative investing for posterity through multiple entrepreneurial streams and real estate. Direct interests/investments include energy, oil and gas, residential and commercial real estate, small business/CRE lending, advertising/media, fashion, and vending. Educating the next generation of leaders and investors via faith-based advocacy and mentorship, for the glory of God.
Public bio:
Managing Partner of a Growth Debt Fund focused on Early Stage B2B companies.
Investment Committee Member of a Venture Capital Fund investing at Pre-Seed and Seed Stages
+$1,6bn track record across 8 different jurisdictions and multiple stages (Pre-Seed, Seed, Growth, PE & Public Small Caps) including 5 Unicorns
Public bio:
- REPE Acquisitions Analyst - Responsible for the underwriting, due diligence, transaction management, and sourcing of industrial acquisitions and joint venture developments.
- Master of Real Estate Development (MRED)
- Bachelor of Science in Finance
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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