In this short session, Grace and I discuss her Citi internship this summer and I give her some advice on how to make sure she doesn't burn out with the long weeks.

In this session, Victor shares how his life has changed since starting training at Fidelity in their asset management division. We learn about his upcoming SIE, Series 7 and Series 66 exams, but one major piece of news looms large and may change everything.

In this session, Victor shares some big news and when he'll be starting his new job! We then talk about how to position himself for a path to private equity and I give him a dose of reality. From there, we discuss a plan for passing his series exams and carving out time to invest in himself daily.

In Tarnvir's first session, we learn about his background, his goals and what to expect as he makes the transition from Baruch during Covid for Freshman year to Emory for his sophomore year. We also spend about 20-30 minutes doing a deep dive on his resume to try and make it stronger for next session.

In this session, I put Victor through a realistic mock interview for a position as an investment solutions specialist with Fidelity. Both of us see this as a great opportunity because it gets him a stable paycheck and drops the hours he's working from 80+ down to more like 50ish. This will give him more time to network and actively improve himself.

In this session, Grace shares some more exciting news. Plans for the Summer 2022 are already taking shape and she tells us what offer she decided to sign.

In this episode, we learn that Victor is working 90hrs a week at two jobs to make sure he can keep up with his bills. We focus on the highest impact tasks he can be doing for under an hour a day to help him build toward a better future - this includes a detailed section on how he should be leveraging LinkedIn and his background to build relationships. Also, an update on his search and looking to California for a job in finance.

In this session, Grace makes time in between her packed schedule to update all of us on her recruiting progress. From Blackstone to Ares, to Perella Weinberg, she has a ton of opportunities in front of her over the next several weeks to try and lock up her Junior summer internship very early. We review how to prep for private equity interviews as well as what to expect with the Perella first round she has in a few days.

In this session, Victor shares an unexpected life event that now forces him to be in Salt Lake City for the foreseeable future. As a result, my advice has shifted on how he can be very deliberate about his networking there and how he should build the financial modeling skills in order to improve his prospects. We go over key tools to aid him in this journey and we set a very specific schedule so that he can make progress every day.

In this session, Grace gives us an update on her accelerated recruiting processes with Moelis and Blackstone. Learn why networking early really does pay off and see how we make dramatic modifications to her resume now that she has IB internship experience.