Networking with Alumni, Question

Here's a little background: I am a rising junior at a non-target, interning at a Boutique NOT in NYC. I have started to cold-email alumni based in NYC and a few have responded to my requests for informational phone calls. I have one set up tomorrow afternoon.

Here's the deal: I am going to be speaking with a VP at a BB who is in Wealth Management Technology. He graduated in the 80s from the same non-target as me and is a fraternity brother of mine, so small talk will not be an issue; HOWEVER, I am interested in M&A, not Wealth Management Technology.

My question is this: How do I go about gaining as much information about the firm as possible, yet letting him know that I would like his recommendation of specific analysts/associates to talk to if I want to network as much as possible for a SA internship for summer 2016? Should I be straight up with him? He did respond within about 20 minutes of my cold-email this morning, so I am not going to be too forward/blunt/rude with him.

Thanks for the help!

4 Comments
 

Not sure if he can help much with M&A. I guess just talk to him about WM?

"I do not think that there is any other quality so essential to success of any kind as the quality of perseverance. It overcomes almost everything, even nature."
 

I doubt that he will be able to connect you since IB and WM rarely, if ever, work together. I would try focusing more on people in IB, as opposed to people at prestigious firms. You could always ask him if he knows anyone in IB, though. While the answer, for me at least, was usually something along the lines of "I do not know anyone", you may get lucky.

 

I have to disagree with the guys above. If the guy is working at a BB WM firm, and has been there for almost 30 years in NYC, he will 100% have connections. Even if he doesn't have direct connections with guys in IB, he will know someone who can direct you towards the right avenue. He would have to live in a fucking box the past 30+ years in NYC to not have at least beneficial and useful advice to give you.

PM if you want because this is exactly the same scenario as myself.

 

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