The Wall Street Skinny Kristen and Jen

Many assume that those who are skilled in high finance are also experts in personal finance and managing their own money.  But NOTHING could be further from the truth!  We sat down with Katy Song, a former Investment Banker and published author, who is the Chief Financial Planner for Domain Money (a new financial planning company that is revolutionizing the approach to personal finance) to understand the role and career path of a financial planner, explore the different challenges people face when it comes to managing their own money, and drill down into the specific advice she gives to clients looking to build wealth and accomplish their goals.

Book a consultation session with Katy here:
https://calendly.com/katysong/initial-consultation?month=2024-05

Access additional information and resources (including Katy's book, "Fear Less") here:  https://www.domainmoney.com/advisors/katy-song


Raised in Rye, New York, Katy moved to California in 1993 to attend the University of California, Santa Cruz (Go Banana Slugs!). After graduating in 1997 with honors and a B.A. in Global Economics, she worked for the U.S. Department of Commerce in the International Trade Administration. Katy attended the Haas School of Business at the University of California, Berkeley (Class of 2002), after which she worked as an investment banker for Citigroup.

Since 2008, Katy has focused on helping families with young children and couples get their financial lives in order and put them on track for living the life they want. She is a member of the National Association of Personal Financial Advisors (NAPFA).

At Domain Money, Katy serves as Chief Financial Planner, overseeing a team of CFP® professionals dedicated to crafting personalized financial plans that alleviate client stress and pave the way for their desired lifestyles. She spearheaded the development of Domain Money's financial planning process and service offerings, ensuring a client-centric approach.


The  Funds4Teachers event is happening the dates below:Locations/DatesAtlanta - Apr 25Boston - June 6Chicago - June 18New York - Sep 26
To learn more about how to support this initiative and register click here: https://iconnections.io/funds4teachers/
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This week in 'The Skinny On' we get into an update on the Fed, Jen rants about bank balance sheet reqs and Kristen gives you the skinny on the drama unfolding at Paramount amid merger talks with SkyDance and Apollo.
The  Funds4Teachers event is happening the dates below:Locations/DatesAtlanta - Apr 25Boston - June 6Chicago - June 18New York - Sep 26
To learn more about how to support this initiative and register click here: https://iconnections.io/funds4teachers/
Follow us on Instagram and Tik Tok at @thewallstreetskinny

https://www.instagram.com/thewallstreetskinny/

Credit Strategy: how does it work, who are the players, and what are the career opportunities?  Today we are discussing the structure of the Credit Strategy desk at an Investment Bank with Dominique Toublan, head of US Credit Strategy at Barclays Capital.  

We discuss how you approach the vast world of corporate bonds and distill trends as a strategist, how you reconcile investor sentiment with supply/demand dynamics, and what role are you serving within the ecosystem of Wall Street.  The US Credit market --- meaning, where corporate bonds trade after they've been issued --- is orders of magnitude larger than the US Equities market.  Credit spreads, which are a measure of the riskiness associated with the debt of an individual corporate borrower, are a critical barometer of economic strength/weakness and investor risk appetite.  Understanding these dynamics is essential not only to those who wish to pursue a career in credit strategy, trading, or sales, but also for those who wish to understand the Private Credit markets and the funding dynamics that influence deal making and investment on the Private Equity and Hedge Fund side of the industry.  
The  Funds4Teachers event is happening the dates below:Locations/DatesAtlanta - Apr 25Boston - June 6Chicago - June 18New York - Sep 26
To learn more about how to support this initiative and register click here: https://iconnections.io/funds4teachers/
Follow us on Instagram and Tik Tok at @thewallstreetskinny

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In today's episode we give you the Skinny on PCE (Personal consumption expenditures), we define "Risk Off", we chat about the news that Kim Kardashian has only raised $120mm of her $1-$2Bn target for her Skky Partners PE fund, talk Netflix and Meta earnings and finally share our take on the TikTok ban.
The  Funds4Teachers event is happening the dates below:Locations/DatesAtlanta - Apr 25Boston - June 6Chicago - June 18New York - Sep 26
To learn more about how to support this initiative and register click here: https://iconnections.io/funds4teachers/
Follow us on Instagram and Tik Tok at @thewallstreetskinny

https://www.instagram.com/thewallstreetskinny/

So many finance hopefuls dream of a career in Private Equity.  But what do you actually DO during your internship, starting out as a full-time Analyst, or as an Associate?  How do those roles differ at a mega fund vs. a smaller firm?  Are there advantages to starting out in Private Equity vs. doing a tour of duty at an Investment Bank or MBB consulting firm?  

We sat down with Karina Petrunova, a current Private Equity Associate at Charles Thayne Capital, a lower middle market fund with a software & technology focus, to learn about her path to Private Equity.   She shares the specific steps she took to secure her first Wall Street internship during her sophomore year, her junior year internship, and ultimately her role at Vista Equity (a $100bn+ mega fund) out of undergrad.  Karina shares insight into the practices that made her a successful intern, analyst, and associate, as well as into her decision making process behind why she chose the firms she did.  

If you are considering a career in Private Equity, or want to understand the journey that your friends and loved ones in the industry may be on, this episode is a MUST listen.  
The  Funds4Teachers event is happening the dates below:Locations/DatesAtlanta - Apr 25Boston - June 6Chicago - June 18New York - Sep 26
To learn more about how to support this initiative and register click here: https://iconnections.io/funds4teachers/
Follow us on Instagram and Tik Tok at @thewallstreetskinny

https://www.instagram.com/thewallstreetskinny/

In this week's episode we talk about the market's response to geopolitical risks, Jane Street's atypical transparency around Q1 earnings ahead of their bond issuance, and what to do if you get laid off from your Wall Street job.  
The  Funds4Teachers event is happening the dates below:Locations/DatesAtlanta - Apr 25Boston - June 6Chicago - June 18New York - Sep 26
To learn more about how to support this initiative and register click here: https://iconnections.io/funds4teachers/
Follow us on Instagram and Tik Tok at @thewallstreetskinny

https://www.instagram.com/thewallstreetskinny/