WSO ACADEMY - LAND THE ELITE ROLE

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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.

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Very Good
4
30 Sessions
Member since 2024
Investment Banking
  • Asset Management
  • Consulting
  • Venture Capital

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.

  • Geneva
    • London
    • Paris
  • Geneva
    • London
    • Paris
Very Good
4
30 Sessions
Member since 2025
Asset Management
  • Asset Management
  • Hedge Fund
  • Equity Research
  • Sales and Trading
  • Corporate Strategy

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.   

  • Boston
Very Good
4
15 Sessions
Member since 2019
Private Equity
  • Investment Banking
  • Private Equity

* 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

  • New York City
    • Boston
  • New York City
    • Boston
Very Good
4
14 Sessions
Member since 2016
Private Equity
  • Investment Banking
  • Private Equity
  • Venture Capital
  • 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
  • Hong Kong
    • Hong Kong
    • London
    • Singapore
  • Hong Kong
    • Hong Kong
    • London
    • Singapore
Very Good
4
8 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Private Equity
  • Venture Capital

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
  • Los Angeles
    • London
    • Madrid
    • Mexico City
    • New York City
  • Los Angeles
    • London
    • Madrid
    • Mexico City
    • New York City
Very Good
4
6 Sessions
Member since 2024
Real Estate
  • Asset Management
  • Private Equity
  • Real Estate
  • 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
  • London
    • Miami
    • Toronto
    • Vancouver
  • London
    • Miami
    • Toronto
    • Vancouver
Very Good
4
5 Sessions
Member since 2019
Hedge Fund
  • Investment Banking
  • Private Equity
  • 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
    • New York City
    • New York City
Very Good
4
5 Sessions
Member since 2025
Proprietary Trading
  • Asset Management
  • Hedge Fund
  • Sales and Trading
  • Prop Trading
  • Proprietary Trading

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.

  • Houston
Very Good
4
5 Sessions
Member since 2025
Private Credit
  • Investment Banking
  • Venture Capital

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

  • Madrid
    • London
    • New York City
  • Madrid
    • London
    • New York City
Very Good
4
4 Sessions
Member since 2019
Real Estate
  • 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
  • Dallas

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