How to Go About an Important Meeting

Hi WSO! I have a meeting with a CEO of a large and well known investment fund and I was wondering if anyone has any tips on how I can make the most of this opportunity. I am 18 and have no industry experience other than managing my own account for 6 months. I would appreciate any tips! Thanks!

4 Comments
 

Don't worry about it too much. They know you don't know anything. Rather than trying to get industry tips and tricks, I'd go with the getting to know the guy approach. How was their college experience, what sort of corporate experiences have they had, anything they would do differently... things like that. Try to make a connection where over the next few years you can reach out to him and he'll actually return your call.

 

Thanks for the reply! The thing with that approach is that this guy is a high profile individual who has tons of content about him on the internet. I know most of his life story and I have watched almost all of his interviews on Bloomberg and CNBC , etc. Given this, should I still take this approach? My goal with this is to eventually learn from him and hopefully one day intern/work for him. Thanks!

 

How did you get him to meet with you? Family connections or just networking? In any case, you obviously know jack shit in comparison to this guy, so just be humble and show your willingness/excitement to learn.

To infinity... and beyond!
 

Nesciunt est voluptatum beatae dolor repellat maiores fugiat. Possimus ea non sit eos.

Voluptates ut fuga eligendi aut et dolorem recusandae. Culpa voluptatum et repudiandae eveniet esse ut. Mollitia facere aut et minus ipsam provident impedit.

A cum non placeat dignissimos autem porro. Architecto nesciunt blanditiis quasi et est voluptas explicabo expedita. Nemo nihil quas nihil est. Velit cumque eum sunt aut. Fuga a explicabo quibusdam atque mollitia consequatur.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • Morgan Stanley 05 98.3%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (78) $151
  • Intern/Summer Analyst (72) $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
kanon's picture
kanon
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
DrApeman's picture
DrApeman
98.9
7
dosk17's picture
dosk17
98.9
8
CompBanker's picture
CompBanker
98.9
9
GameTheory's picture
GameTheory
98.9
10
Mimbs's picture
Mimbs
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...”