New to External Fund Wholesaling, New to WSO!

Hello All,

I'm a new fund wholesaler here that wanted to find a community of other externals to bounce ideas off of. I have read through some of the posts on the forum and can also answer questions regarding going from internal to external if anyone wanted to get some insight.

I look forward to some great conversations!

587 WSO Academy Asset Management Session Reviews: 4.80/5

Class of '18 Nov 2026 Cohort

5.00/5

Asset Management Career Roadmap (optional)

“Andre was very personable, approachable and easy to talk to. I really appreciated his willingness to listen to my background, understand my career aspirations and help me think through potential directions. The session was particularly useful in broadening my understanding of the different opportunities available across digital assets and traditional investment management. I found the discussion around investment research, fundamental analysis, financial modelling, fund selection and investment due diligence especially valuable. It helped me think about and identify alternative pathways such as digital asset investment research, fund of funds, manager selection, venture capital and investment strategy. I also appreciated the practical suggestions of companies and organisations to explore, as well as the discussion around the skills and experience needed to move into these areas. Andre was knowledgeable, encouraging and generous with his advice, and I came away with a clearer sense of the opportunities worth investigating and some useful next steps. Thank you for a really helpful session!”

Webster University

Class of '28 Oct 2026 Cohort

5.00/5

Asset Management Mock Interview

“Dimitri is a really good mentor. His subject matter expertise combined with him just being a really nice guy helped me so much through the entire process. His advice is super actionable, the repeated rounds never feel repetitive simply because there is always something new he can share and it's really nice how tailored his advice is and how he is doing the research himself beforehand.”

See All 11,552 WSO Academy Reviews

2 Comments

Whatever1984

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9y

"TripwyreX"Hello All,I'm a new fund wholesaler here that wanted to find a community of other externals to bounce ideas off of. I have read through some of the posts on the forum and can also answer questions regarding going from internal to external if anyone wanted to get some insight.I look forward to some great conversations!

If you don't mind me asking, where are you at? (big firm, small firm, what sort of products, etc?) I'm a Product manager at a small Equity ETF shop that was bought by a big active place recently.

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The only difference between Asset Management and Investment Research is assets. I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.

TripwyreX

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9y

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New to External Fund Wholesaling, New to WSO!

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Elite Career Bootcamp. Top Job Offer Guaranteed.

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New to External Fund Wholesaling, New to WSO!

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