Moving Up Podcast

Hear directly from business leaders. Secrets to success, struggles along the way, optimal career paths and life in general.

Moving Up Podcast

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About the Host

Alex began his career as an analyst at JPMorgan Private Bank. After completing the program, he moved into investment banking at Houlihan Lokey in their restructuring group. Alex went on to work at a pioneering digital media firm before getting his MBA at UCLA Anderson. Alex grew up in Park City, Utah and loves to ski and golf.

Jeff Solomon - The startup journey

What makes a good entrepreneur, how to accelerate results by going to work for a successful entrepreneur and why startups take so long to build.

Alex Pessala (Middleland Capital) - If you’re not moving forward, you’re moving backward

Differentiating yourself in IB recruiting. How working in banking made him realize he wanted to be an entrepreneur and building a network when you don't have one.

Hadley Harris (ENIAC Ventures) – Starting over at 30

Hadley followed his love for technology to get into venture investing. How/why he started his own fund vs working for an existing one. Focusing on 1 thing and a couple life hacks at the end.

Vica Manos (Anthemis) - Getting to the buyside

Working hard to get what you want but realizing that good things happen when you least obsess about them.

Michael Berolzheimer (Bee Partners) - Unlimited risk tolerance

Michael did IB, PE and b-school, founded 4 company's and now invests in startups at the very earliest stage. Leaving private equity for a career in broken unloved and new businesses.

Living your ideal – 6-part framework

Choosing love over fear, having it ALL and why you need a personal mission statement.

Mark Peter Davis - A passion for entrepreneurship

Mark is a successful VC. We discuss consulting vs. banking (he did both) the biggest mistake of his career and how working for free can save you money (if you don't get an MBA). Also, how to get a job at a startup.

Peter Brack (Mucker) – Chasing Growth

Buying media businesses in China, taking them public and finding a way to be interesting.

Ben Narasin (Partner NEA) - Taking rational risk in exchange for ridiculous reward

How to do Crossfit for your brain, not finishing books and why tenacity is the only thing that matters.

Mark Goldberg (Index Ventures) - The transition from finance to tech

Mark started his career at Morgan Stanley worked on the Tesla IPO became an early employee at Dropbox and now Partner at Index Ventures. His advice to skip banking and how to get an unfair advantage in tech. @Goldman Snacks

Jean Denis (head of engineering at Plaid)- The prestige trap

The path from software engineer to lawyer (at a prestigious firm) to tech. Why it's so easy to chase a big name and big money instead of finding what's right for you.

Disrupting the bra business with 2 Wharton MBA’s

Leaving consulting (Mckinsey and Deloitte) to go to Wharton. Staring a business in b-school, the pros and cons.

Brian Garrett - Having conviction and no plan B

Brian talks about being one of the first VC's in SoCal and the grind that it has been. Having humility and confidence in yourself and what he attributes his success to. @ptm24

Jeff Clavier - There's no shame in failure

The VC funnel, what it takes to be a wine collector and serendipity in life.

David Hornik - Inside the job of a VC

2 types of people in the business world - principles and agents and the importance of having fun a long the way.

Mark Mullen - Wash your own glass

Mark was an investment banker for 22 years. He sold his bank to RBC, became the COO of Los Angeles and now is a venture investor. Why he doesn't like traditional meeting structures and how he uses pattern recognition to invest in startups.

Steve Martocci - Co-founder of GroupMe, Splice and Blade

Steve started GroupMe, sold it 370 later days for $85 million. How timing is crucial, 2-paths to life, and why he continues to grind.

Mr. Opportunity - Keith Wasserman

Discussing all things real estate, learning by doing and how one small investment can build a real estate empire.

Andrew Mccollum (Co-Founder of Facebook) - Being flexible and choosing the harder path

Now CEO of Philo, how he made the decision to leave FB and why it was an easy choice. Also, a tip for taking the pressure off of big decisions.

Sheel Tyle – Driven by mission

Dropping out of HBS and doing free work to break-in. Being persistent without being annoying. Why there is no shame in not knowing what you want to do.

Sheel Mohnot - How to get from BCG to venture capital at 500 Startups

Fintech investing guru Sheel Mohnot discusses what you need to be successful in the startup world. What investors are looking for and how to embrace failure.
@famejranc @Walker Texas Banker @REPE God @Muzach...

How Billionaires set goals

Geoff Woods runs the business behind The 1 Thing, the highest rated business book of all time. Actionable discussion on how to invest your time.

Fabrice Grinda - Lay out the options

Fabrice left Mckinsey to be a tech entrepreneur. Did that, made millions, gave it all away to have nowhere to live and less than 100 items. His journey and how to write yourself an email to help make important life decisions. @vjunior60 @John Rocker

Howard Lindzon - It’s all about getting equity

Howard tell us why the more paper you have the better. Public vs private markets and how you should be investing. Career path recommendations for wannabe entrepreneurs.
@ibpotential @PenAndPencils @notbad4aquant @AnotherAnother

How to become a VC - Ali Hamed

Ali discusses his scrappy and creative start to becoming a venture capitalist. The steps he took and his advice on how to become a vc without working for one. How to have others network on your behalf and a little on crypto investing at the end. Mentions: @monkey_brah @m8 @APAE...

Hack the entrepreneur

How to shift your thinking to the mindset entrepreneurs need. Working on the hard stuff, pushing yourself and then rubbing success in everyone's face.

Be a doer

Chris Powers, real estate and startup investor, tells us how important it is to be curious and genuine. The advantages of not knowing what you're doing and what to do if you don't have a network.

There is no success without compassion

Dale Godboldo is the first movie star to be on the podcast. We chat about his entrepreneurial and social passions along with the business of being an actor.

Gotham Gal - Pioneering investing, blogging and women in tech

Joanne Wilson tells us why she has been investing in strong female founders since 2007, blogging since 2003 and how it's all about pursuing happiness.

Corporate VC and an analyst job offer!

Urs Cete runs venture investing for Bertelsmann Digital Media. His path to becoming a VC and what skills set him apart. A day in the life and how to pitch a VC.

Making a career out of what makes you happy

Enlightening conversation with storyteller Jordan Taylor Wright. How to remove stress from your life and how the universe will reward you for being yourself.

Building something that matters - Bryan Birsic CEO Wunder Capital

The future of solar power and how to invest in it. A framework to not let fear guide your decision making and Bryan's philosophy for how to change jobs.

How to make money on the side in real estate

Mark lays out how to start investing in real estate. How he left his IB job and now works 2 hours per week.

Discovering what you want – learnings from McKinsey, Bridgewater and now venture investing

Caleb Williams chats about why choosing to go to HBS was a hard decision. The difference between life at McKinsey and Bridgewater and how his goals led him to venture capital.

Disrupting the GMAT Business

Bhavin started Magoosh while getting his MBA at Berkeley. He walks us through what that was like, deciding not to return to Deloitte after school and losing his co-founder.

Leadership principles from the military (entrepreneur edition) with Kelly Perdew

Kelly helps entrepreneur's build businesses and has invested in over 70 companies. What a VC looks for and thinks about, his relationship with the president (Apprentice Season 2 winner) and why leadership is the only thing that matters for start-ups.

What to focus on

Pete left Bain to become a speaker, author and podcaster. What he learned at Bain that helped him become an entrepreneur and the hypothesis driven thinking necessary to succeed. Also, takeaways from 276 episodes of How to be Awesome at your Job.

Disrupting real estate

Brendan Wallace, Co-Founder of Fifth Wall Ventures discusses tech colliding with the built world. How they raised over $200m for their first fund and what to do if you didn't start your career at GS.

Opportunity in Crisis

Energy trading guru Gene Rubio discuses how to go from back office to front office and then start your own company. How to be honest with yourself and how you can hustle your way to success.

Behind the Curtain – Dropping out of Wharton for YC

Ronald is at a crossroads. Having just graduated from Wharton and taking a start-up through YC, he doesn't have a job, nor does he know what he will do next. His flaws, how to find happiness while unemployed and a look into his process. Also, what's a search fund?

IB Survival Tactics and a Job Offer!

Chad shares his 3 hacks for working 100-hour weeks. He walks us through his decision process for 3 incredible offers - a job at Andreessen Horowitz, being the first employee at Dollar Shave Club (which sold for $1B) or starting his own company. How he is starting his own VC fund now and wants you to work at it!

How to become an entrepreneur from the founder of Google Voice

Craig Walker tells us what it's like to have Google buy your business then leave and have Google fund your new business. How you don't need a grand plan for your career, his advice on how to make it as an entrepreneur and why you don't need a desk phone!

Leaving banking to become a film director

How to find out what you're made of and why mixing your passions doesn't work. Also, best practices for applying to B-school, from a Wharton grad and current admissions consultant.

Drugs, fear, focus and taking a punch – leaving RBC to be a MMA fighter

Rolly left his trading job at RBC, moved to Peru and became a cage-fighter. What he was thinking while making the decision and his mind-set that prepared him to make such a radical choice. How he thinks about risk and not letting uncertainty get in the way of opportunity.

See his AMA here: AMA - I quit my job as a bond trader to fight MMA in Peru

Sales and trading at Merrill to software engineer

Ray grew up loving to code. He got a job on Wall Street from a non-target school before becoming a software engineer. Ray discusses his willingness to go anywhere for an opportunity, why the Bay Area is so good for tech, and how to get a job through your connections.

How to get into Harvard Business School and then start a business

Nupur just earned his MBA from HBS. He left investment banking and a job at Nickelodeon to start a media business. How to get into Harvard business school, when to take the GMAT and the best part of B-school.

IB to PE to Headhunting

A headhunter for hedge funds discusses what will set you apart. How to be honest with yourself and non-traditional paths from finance.

From Beauty Queen to Private Equity - Fear of Failure

Mags was a single mom and failed entrepreneur putting herself through school. Hear how she persisted and landed a job in private equity. The advantages of being a female on Wall Street, non-traditional paths into finance and how to maximize the leverage you have.

The Path from Banking to Google

Sameer tells us why getting a job in tech after banking was the hardest thing he's ever done, his advice for you and how to follow your passion. Check out his side hustle; Wall Street to Silicon Alley, a group that helps financiers transition into tech:

Advice to become CEO and Big Company’s vs. Small

Charlie Nooney, CEO of mobiTV describes what steps he took to become CEO and what specific skills set him apart. Leaving Disney to run a venture backed company, reporting to a board, the future of TV and the most important 2 things to do in your career.