Wall Street Oasis Conference - July 28, 2012

NOTE: Date moved to July 28. Venue: Columbia University

Inspired by the success of the Energy Rodeo, we are happy to finally announce the first ever Wall Street Oasis Conference to be held in the summer of 2012 in New York, NY.

http://wsoconference.eventbrite.com/

Make sure to get your Early Bird-Monkey Tickets - huge discount! Limited # sold at this price.

Since this is the inaugural conference for WSO, we'd love the communities support in developing the agenda, recruiting speakers, sponsors, panelists, and feedback on the overall framework / agenda. Right now it is pretty open ended, but our target is going to be college students trying to break into finance fields and young finance professionals looking to broaden their network. As the conference takes shape we will continually update this thread.

Here is the current vision:

The Wall Street Oasis Conference is designed for individuals interested in pursuing a career in the finance industry. Areas of focus include: investment banking, private equity, trading, hedge funds, management consulting, resume writing and review, graduate school selection, and question & answers sessions. More importantly, attendees will have ample opportunities to meet and network with experienced finance professionals and conference speakers. Direct exposure and one-on-one time with experts in these field sets our conference apart from other career fairs.

The target audience for the Wall Street Oasis Conference consists of current college students and young finance professionals - anyone interested in gaining a competitive edge in these competitive industries. All panel speakers will attend the networking reception following the day conference to provide individualized feedback and information about their respective companies. Attendees will walk away from the WSO Conference with a larger professional network, a stronger resume, extensive knowledge about the finance industry, and an acute awareness of their post-graduate professional goals.

Please use this thread for feedback / ideas / questions.

Thanks,
Patrick

 

Is there going to be an after party?

"For I am a sinner in the hands of an angry God. Bloody Mary full of vodka, blessed are you among cocktails. Pray for me now and at the hour of my death, which I hope is soon. Amen."
 
duffmt6:
Is there going to be an after party?

of course...and if we get enough people, I will either rent a monkey for the conference to serve as our mascot and/or get a guy to dress up in a monkey costume for photos with all the attendees. :-)

just like the spirit of WSO, we want the conference to not only be useful, but also fun.

 
WallStreetOasis.com:
duffmt6:
Is there going to be an after party?

of course...and if we get enough people, I will either rent a monkey for the conference to serve as our mascot and/or get a guy to dress up in a monkey costume for photos with all the attendees. :-)

just like the spirit of WSO, we want the conference to not only be useful, but also fun.

I own two full gorilla suits. Just saying.

 
WaterMargin:
...Can you make it before internships start or after they end? Juniors may not have the time to attend. And those working in London/Asia won't be able to attend either.

...well that is part of the reason we are doing it in July on a Saturday... so that the interns are in New York. We are hoping that they can get out for at least some of Saturday to stop in and take advantage of the networking opportunities.

 

Patrick,

I talked to monty09 about the Energy Rodeo. Here's my suggestion for the panelists (one from each):

Corp Fin/Treasury/FP&A I-Banking (Advisory/Underwriting,etc). Sales/Trading Equity Research Hedge Fund/Prop Firm Private Equity LP Investors (Pension Fund, Endowment, Foundation, etc).

I'm at a pension fund now, so if you need someone from the LP side, count me in.

 
Potable Alpha:
Patrick,

I talked to monty09 about the Energy Rodeo. Here's my suggestion for the panelists (one from each):

Corp Fin/Treasury/FP&A I-Banking (Advisory/Underwriting,etc). Sales/Trading Equity Research Hedge Fund/Prop Firm Private Equity LP Investors (Pension Fund, Endowment, Foundation, etc).

I'm at a pension fund now, so if you need someone from the LP side, count me in.

Potable, thanks for the suggestion. I like it. Can you e-mail me at WallStreetOasis.com>[email protected] and we'll get your contact info to keep you updated on panel developments?

Thanks

 
WallStreetOasis.com:
Potable Alpha:
Patrick,

I talked to monty09 about the Energy Rodeo. Here's my suggestion for the panelists (one from each):

Corp Fin/Treasury/FP&A I-Banking (Advisory/Underwriting,etc). Sales/Trading Equity Research Hedge Fund/Prop Firm Private Equity LP Investors (Pension Fund, Endowment, Foundation, etc).

I'm at a pension fund now, so if you need someone from the LP side, count me in.

Potable, thanks for the suggestion. I like it. Can you e-mail me at WallStreetOasis.com>[email protected] and we'll get your contact info to keep you updated on panel developments?

Thanks

Why do strategy guys get no love around here? I mean really, this kind of rejection, I can only take it for so long.
If I had asked people what they wanted, they would have said faster horses - Henry Ford
 

Patrick, what i mean was if you do it in July, US students interning in Asia/London may not make it to the conference. Plus, if the date is immediately before the internship starts, that might have a better turnout as the juniors haven't been committed to the unpredictable hours. But if that's not a concern, I guess the date's fine.

 

So as far as scheduling, would there be a panel for each group going on at a different time? An hour for Q&A, followed by an hour of networking? And for the more popular panelists, have multiple sessions so everyone gets a chance to talk?

Metal. Music. Life. www.headofmetal.com
 

Patrick,

Have you thought about doing a "WSO" Panel for which you choose those WSO users that you want to sit on a Panel and essentially laugh at the nature of everything in person?

 

I'd be up to rep structured commodity finance.... but I doubt you're going to find many folks currently working on the street who will pay to come to this. Let me know the plan for drinks afterwards.

Follow me on insta @FinancialDemigod
 

I'm coming.

Oh and I'll be at this WSO conference too.

If anyone wants to beat me up, you should attend as well. I want to be on the Troll panel that Frieds suggested.

Under my tutelage, you will grow from boys to men. From men into gladiators. And from gladiators into SWANSONS.
 
Flake:
I'm coming.

Oh and I'll be at this WSO conference too.

If anyone wants to beat me up, you should attend as well. I want to be on the Troll panel that Frieds suggested.

I want to beat you up, but I can't attend. Until next time, you bastard.

haha, can't wait for your response.

 
txjustin:
Flake:
I'm coming.

Oh and I'll be at this WSO conference too.

If anyone wants to beat me up, you should attend as well. I want to be on the Troll panel that Frieds suggested.

I want to beat you up, but I can't attend. Until next time, you bastard.

haha, can't wait for your response.

Excuses, pal.

And Texas? I don't see any horns on you.

Under my tutelage, you will grow from boys to men. From men into gladiators. And from gladiators into SWANSONS.
 

I'm a big supporter of WSO, but find it a little facetious to imply/say that attending this conference will strengthen a resume at all. It won't. Is it good for networking? Sure. Does it have other benefits? Probably. But attending a one day conference hosted by an internet finance forum doesn't belong anywhere on a resume. If I got a CV with WSO-anything on there, I would probably chuckle a bit and view it simply as a space filler.

Just my 2c.

Follow me on insta @FinancialDemigod
 
Best Response
AVPGuerilla:
I'm a big supporter of WSO, but find it a little facetious to imply/say that attending this conference will strengthen a resume at all. It won't. Is it good for networking? Sure. Does it have other benefits? Probably. But attending a one day conference hosted by an internet finance forum doesn't belong anywhere on a resume. If I got a CV with WSO-anything on there, I would probably chuckle a bit and view it simply as a space filler.

Just my 2c.

Hey AVP - maybe it is a bit facetious, but I don't think writing "attended WSO conference" will strengthen your resume, nor would I recommend applicants put that on their resume.

BUT I think actually having a short 30-60min. panel on resumes and cover letters will help attendees strengthen their own resume once they leave the conference by listening to analysts and associates that are actually screening them. would you like to sit in on that panel? Are you attending?

Thanks for the feedback! Patrick

 
WallStreetOasis.com:
AVPGuerilla:
I'm a big supporter of WSO, but find it a little facetious to imply/say that attending this conference will strengthen a resume at all. It won't. Is it good for networking? Sure. Does it have other benefits? Probably. But attending a one day conference hosted by an internet finance forum doesn't belong anywhere on a resume. If I got a CV with WSO-anything on there, I would probably chuckle a bit and view it simply as a space filler.

Just my 2c.

Hey AVP - maybe it is a bit facetious, but I don't think writing "attended WSO conference" will strengthen your resume, nor would I recommend applicants put that on their resume.

BUT I think actually having a short 30-60min. panel on resumes and cover letters will help attendees strengthen their own resume once they leave the conference by listening to analysts and associates that are actually screening them. would you like to sit in on that panel? Are you attending?

Thanks for the feedback! Patrick

Patrick, I'd prefer to sit on an industry panel that discusses middle market/commods banking, but am happy to sit on a CV/coverletter panel if that's what you're looking for and we can come to an agreement on remuneration.

Conservatively, it looks like WSO is grossing at least $25k on this conference. That's assuming no full price tickets are sold. That said, I assume panelists are being paid (and obviously would not have to purchase a ticket) - I have a family and live about an hour outside of the city, so need to make sure this is worth missing a day with my kids. PM me if you'd like to discuss.

Thanks AVPG

Follow me on insta @FinancialDemigod
 

Sounds like a great idea. Also, it is not that expensive. Unfortunately I wont be able to attend. If only it was available in other cities

When luck shuts the door you gotta come in through the window - Doyle Brunson
 

Sounds like a great idea. Also, it is not that expensive. Unfortunately I wont be able to attend. If only it was available in other cities

When luck shuts the door you gotta come in through the window - Doyle Brunson
 

We should have a poll to see who is attending for sure, who can't and who can maybe be there.

I'd be interested in coming...just have to see how things turn out in the summer, but I'd love to use this as an excuse to send time in NYC haha

 

I'll be there if I happen to be lingering around the Northeast after graduation. We'll see how things turn out.

Currently: future neurologist, current psychotherapist Previously: investor relations (top consulting firm), M&A consulting (Big 4), M&A banking (MM)
 

Can you offer a steeper discount for those who already have a job? hahaha..

I don't accept sacrifices and I don't make them. ... If ever the pleasure of one has to be bought by the pain of the other, there better be no trade at all. A trade by which one gains and the other loses is a fraud.
 
AVPGuerilla:
Patrick- judging from lack of response, I take it panelists are not being compensated for their time & are expected to purchase tix?

hey AVP, we won't be compensating panelists but we do give them complimentary admission. There should be a good # of young professionals there as well from top PE, IB and HFs, so I think it would be worthwhile. But, if it is a pain in the butt to get in with your family and all I totally understand if you can't make it ...although I know we'd love to have you there. You've been an awesome contributor for the last 3 years and I'd personally love to meet you in person.

 

Patrick, it's not a pain in the butt - it's just a 40 minute drive into the city for me. But if you can't kick panelists $100 bucks to cover transport (gas/parking/airfare/time is besides the point) then I am going to have to pass.

It's kind of the principle of it. You personally are likely grossing north of $25,000 in ticket sales. Figure renting out a space for the day costs you what... $5k? You seem like a bright dude.... so, let's be equitable here.

I mean, some folks are flying in for this thing, and you can't kick them a couple bucks for sitting on a panel, so your conference is the success you want it to be? I'm not trying to be a dick, but really.... the reason WSO is sucessful is because of its members. The reason its conferences are sucessful... its members. If you want us to contribute our personal time to the growth of your personal business, I think we should be compensated. And $100 bucks for our time really isn't asking for too much, IMO.

Follow me on insta @FinancialDemigod
 
AVPGuerilla:
Patrick, it's not a pain in the butt - it's just a 40 minute drive into the city for me. But if you can't kick panelists $100 bucks to cover transport (gas/parking/airfare/time is besides the point) then I am going to have to pass.

It's kind of the principle of it. You personally are likely grossing north of $25,000 in ticket sales. Figure renting out a space for the day costs you what... $5k? You seem like a bright dude.... so, let's be equitable here.

I mean, some folks are flying in for this thing, and you can't kick them a couple bucks for sitting on a panel, so your conference is the success you want it to be? I'm not trying to be a dick, but really.... the reason WSO is sucessful is because of its members. The reason its conferences are sucessful... its members. If you want us to contribute our personal time to the growth of your personal business, I think we should be compensated. And $100 bucks for our time really isn't asking for too much, IMO.

I don't know how you think I am personally going to bring home $25,000 from the event. I am not doing this alone (I have never thrown a conference and wouldn't know where to start...luckily, several users with great experience have and are on board working hard behind the scenes) and we will be comping a lot of tickets for our Certified Users to make sure they have other professionals to interact with and to make sure the undergraduate crowd also has people they can look up to there.

If we are extremely lucky we can keep it under $15,000 (this is NYC and we want to get a nice space, plus catering and a lot of other expenses to make it run smoothly), a lot of that which the business will have to pay up front before knowing if we will even break even. The amount of time and planning of pulling this off is also a huge time commitment for WSO and our team.

How about this -- we will see how we are doing financially and with panelists and will make an informed decision in the coming months. My main event planner has told me that costs can quickly spiral out of control if we start paying for panelists, especially if we want to spend some $ to bring in a good keynote speaker. So I am going to follow her advice until we have some more breathing room.

 
WallStreetOasis.com:
AVPGuerilla:
Patrick, it's not a pain in the butt - it's just a 40 minute drive into the city for me. But if you can't kick panelists $100 bucks to cover transport (gas/parking/airfare/time is besides the point) then I am going to have to pass.

It's kind of the principle of it. You personally are likely grossing north of $25,000 in ticket sales. Figure renting out a space for the day costs you what... $5k? You seem like a bright dude.... so, let's be equitable here.

I mean, some folks are flying in for this thing, and you can't kick them a couple bucks for sitting on a panel, so your conference is the success you want it to be? I'm not trying to be a dick, but really.... the reason WSO is sucessful is because of its members. The reason its conferences are sucessful... its members. If you want us to contribute our personal time to the growth of your personal business, I think we should be compensated. And $100 bucks for our time really isn't asking for too much, IMO.

I don't know how you think I am personally going to bring home $25,000 from the event. I am not doing this alone (I have never thrown a conference and wouldn't know where to start...luckily, several users with great experience have and are on board working hard behind the scenes) and we will be comping a lot of tickets for our Certified Users to make sure they have other professionals to interact with and to make sure the undergraduate crowd also has people they can look up to there.

If we are extremely lucky we can keep it under $15,000 (this is NYC and we want to get a nice space, plus catering and a lot of other expenses to make it run smoothly), a lot of that which the business will have to pay up front before knowing if we will even break even. The amount of time and planning of pulling this off is also a huge time commitment for WSO and our team.

How about this -- we will see how we are doing financially and with panelists and will make an informed decision in the coming months. My main event planner has told me that costs can quickly spiral out of control if we start paying for panelists, especially if we want to spend some $ to bring in a good keynote speaker. So I am going to follow her advice until we have some more breathing room.

Fair enough. Forgive the assumption. I clearly know very little about event planning in NYC. If you can kick in a few bucks for time/travel, I'm in... I just need to be able to quantify the upside. Hey, I'm a banker, what can I say. Good luck with the planning!

Follow me on insta @FinancialDemigod
 
AVPGuerilla:
Patrick, it's not a pain in the butt - it's just a 40 minute drive into the city for me. But if you can't kick panelists $100 bucks to cover transport (gas/parking/airfare/time is besides the point) then I am going to have to pass.

It's kind of the principle of it. You personally are likely grossing north of $25,000 in ticket sales. Figure renting out a space for the day costs you what... $5k? You seem like a bright dude.... so, let's be equitable here.

I mean, some folks are flying in for this thing, and you can't kick them a couple bucks for sitting on a panel, so your conference is the success you want it to be? I'm not trying to be a dick, but really.... the reason WSO is sucessful is because of its members. The reason its conferences are sucessful... its members. If you want us to contribute our personal time to the growth of your personal business, I think we should be compensated. And $100 bucks for our time really isn't asking for too much, IMO.

In this particular case, I am not doing too much work. As long as I am at the conference as a volunteer, I'm happy to go for free. The second people start asking me to code up a pricing model or think too hard, or speak to a large crowd for more than 15 minutes, that's when I want cash, but I'm not expecting that here. It costs me very little to attend, and I get to help my friends succeed with a conference without too much effort. They would do the same for me.

That said, I understand some of this sentiment- that Patrick can make more from spotting and sharing the win-wins in a few other aspects of the business. On Patrick's behalf, someone asked me to help write technical questions for the interview guide- for free. That's a lot of work, and more importantly, it's extremely specific and extremely valuable knowledge. And by giving him the questions and solutions, I'm giving up my own rights to write my OWN book based on those questions. I asked if Patrick would be willing to share the IP rights, but I never heard back. But in that case, it's technical, specific knowledge that's actually work.

 

Delete the Early Bird tickets from the Event Brite page. People will get upset if they see that they have to pay $299 when they could've paid $79

"The code of competence is the only system of morality that's on a gold standard." - Francisco d'Anconia
 

@IP - not sure I follow.

Again, I'm not saying we won't make money on the conference, I am saying it's not as easy as a slam dunk as AVP seemed to be implying and right now we are still trying to tie down the venue which will/should be the main expense (with catering). Once we know where and sell more tix we may be fine and can start offering some comp to panelists / speakers (especially true if we can land some good sponsors).

But not sure what that has to do with our technical interview guide or what your offer was? when was this?

We already have a dedicated author (along with editors) that earns royalties on the sale of the tech guide - so not sure how that would work? I can tell you we did do one guide with multiple authors and it was by far the one that took the longest and was the hardest to coordinate / reach an agreement with all parties involved. We got it done, but that was with ~6 authors, not 100s. (" A Look Behind the Wall")

We do have another author (again, with help) that has been working on a technical PE interview guide that will hopefully be released within the month and we are working on an updated version of the behavioral and tech guides for next recruiting cycle.

 
But not sure what that has to do with our technical interview guide or what your offer was? when was this?
Billy Ray Valentine hit me up for some technical interview questions. I gave him a counter-offer for my whole suite of interviewing experience- but I figured that the questions provided by everyone were worth 60% of the copyright to the guide. You are going to need more like 10-15 people to write the questions to this, and I'm happy making you guys rich; I just think that the folks providing this very specific knowledge- and helping to write and edit the questions- should get to tag along.

Besides, if you cut everyone in, you've got 10 experienced posters to help you promote the guide.

Don't fault you for missing it. Know there's a lot of stuff to manage with everything from the forums to the conference to the mock interviews to the advertisers. Just pointing out a potential synergy.

 

@IP - think you rewrote your comment when i was typing my reply. I likely asked one of the editors and/or co-authors to ask the most knowledgeable users for their advice on the best technical questions and I guess that is what you are referring to? was this recent?

As for your counter, I'm truly sorry if I never got back to you (if you emailed me?). I honestly must have missed it and I totally understand if you're not willing to share that info.

As far as spotting win-wins on the business, I feel like I have made sacrifices to improve WSO and I put a lot of $s and countless hours back into WSO (latest example is removing header ad along top of site to try and improve look and user experience).

As far as the guide is concerned, are you talking about just the technical interview guide that focuses mostly on IB and S&T? what you are suggesting (more a crowdsourcing model) is really what we did for A Look Behind the Wall. I'd be open to it but at this point I am not sure the incremental sales gained from adding more questions (even though we are constantly doing this) through a crowdsourcing model would justify the headache of paying royalties to 10+ more authors. As of now, we have been able to source new relevant questions and are planning on releasing a much more extensive version in a few months.

I apologize if I offended you by missing this...i know there are a lot of things I could have done / could be doing better, but I have already entered into an agreement with the author so I'm also kind of stuck.

all I can say is that I'm trying my best to make WSO the best resource for careers in finance and I realize that users like you (and AVP) are what makes it go round. This is a business and I am doing this as my full time job, so I am always open to ideas on how to make the community AND business run better.

Thanks, Patrick

 

Et quos quod qui adipisci labore nisi neque. Beatae dolore totam quo illum deserunt autem. Tenetur iste quia id possimus ducimus est. Expedita illo perspiciatis officiis voluptatum ipsa. Facere possimus excepturi voluptas magnam illo.

Sit quis in impedit voluptates ea omnis saepe saepe. Et eos consequatur possimus. Sed facilis pariatur sunt magnam ut. Voluptates ut ducimus ex repellat totam accusantium laborum. Et sequi id dolor impedit nam repudiandae exercitationem.

Officia sunt numquam atque vero velit omnis. In veniam et et necessitatibus ullam. Sit facere et consequatur impedit.

Cum suscipit eveniet rem dolores autem nam enim a. Iure in molestiae labore expedita molestiae rerum blanditiis molestiae.

 

Odio voluptas voluptas quia quo beatae qui enim. Quo perferendis ab rerum. Aut tempore quo est rerum saepe voluptatum nihil. Incidunt nobis consequatur officiis cupiditate. Nam pariatur dolor facere ullam odio reiciendis.

Deleniti dicta et nostrum ullam repudiandae nobis. Officia fugiat enim omnis velit sed.

Autem deserunt omnis rerum quisquam molestiae et commodi. Architecto assumenda inventore libero ut nostrum. Consequatur recusandae odit voluptatibus est eum cum non.

 

Ex eveniet quod non ullam fugiat facere qui. Consequatur optio dolor voluptatem quia. Cumque minima numquam voluptatem voluptatem pariatur sint labore.

Libero exercitationem quis doloribus corporis non deserunt. Modi eius qui eos modi. Et eaque tenetur doloremque sed suscipit. Natus laudantium doloremque molestiae et aperiam dolorem eaque provident. Enim et soluta ut quam optio perferendis non laboriosam.

Sit iure beatae vero dolorum et eaque quod ratione. Sit voluptatum repudiandae libero praesentium in aut fugit. Voluptatem est ut dolorem unde.

Et illum quia itaque iusto exercitationem. Dignissimos error ipsum quibusdam voluptatem inventore. Eos ipsa cum magnam ratione eius possimus dolores iusto. Earum natus incidunt et aliquam.

"For I am a sinner in the hands of an angry God. Bloody Mary full of vodka, blessed are you among cocktails. Pray for me now and at the hour of my death, which I hope is soon. Amen."
 

Enim quisquam voluptate in corrupti est repudiandae. Et sequi aut exercitationem eveniet laudantium nihil.

Rerum libero alias qui itaque perferendis iusto nostrum. Labore id alias iure quia ducimus et necessitatibus voluptatem. Voluptates quis officia officia consequuntur ut quia. Ipsam nisi consequatur voluptatem. Repellendus et odio et. Dolor distinctio voluptatibus neque similique minima in.

Eos corporis ut soluta laborum velit. Minus enim alias asperiores debitis ut enim. Earum nesciunt sed necessitatibus. Dolores deleniti omnis odio sit voluptas. Non dolorum minus provident doloremque quis.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Betsy Massar's picture
Betsy Massar
99.0
5
CompBanker's picture
CompBanker
98.9
6
GameTheory's picture
GameTheory
98.9
7
kanon's picture
kanon
98.9
8
dosk17's picture
dosk17
98.9
9
Linda Abraham's picture
Linda Abraham
98.8
10
DrApeman's picture
DrApeman
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”