Elite Finance with Kaushik: Private Equity, Venture Capital, Hedge Fund, Investment Banking Careers

Onefinnet Media

Definitive Podcast for Elite Careers in High Finance with Top Firms, Pros & Leaders across Private Equity, Venture Capital, Hedge Funds, Investment Banking & AI in Finance. Each episode features elite High Finance guests, who will take you behind what it takes to be successful in top careers. The caliber of guests & quality of discussion is unparalleled. This Podcast is for current Finance Professionals at various stages of their Career, and for Aspiring Professionals & Students who want to enter the High Finance space. Host Kaushik has 10+ years of experience in private equity, investment banking & consulting at Goldman Sachs & Beyond- having built 3 market-leading Private Equity Businesses. He is also the founder of Onefinnet, the Premier Finance & AI in Finance platform & largest Finance Network in the world - used by top Firms & Top Finance Professionals across various sub-platforms: AI in Finance; Hiring & Capital Raising for Firms, and Best-in-Class Training; Coaching; Networking for Professionals & Students. Learn more at onefinnet.com

  1. May 20

    Private Equity: Alex H, OMERS PE | Tech-Enabled Services & Industrials Investing

    Join Season 4, Episode 10 of the Elite Finance Podcast with Kaushik, with Alex H, from OMERS Private Equity ($140bn AUM) - on Tech Enabled Services & Industrials Private Equity! The Elite Finance podcast features elite professionals & investors from the top PE, HF, VC, IB & AI firms in the world. Like, Comment, Subscribe for Top Elite Finance Content Like this. Kaushik is the leading voice in the High Finance space, having built 3 Private Equity platforms to date, including Onefinnet, the #1 Finance & AI in Finance platform in the world.  Onefinnet is the #1 PE/HF/IB training & development platform in the world, used by the top firms ($700bn+ AUM) and top professionals & students (100,000+ trained since 2020).  Explore Onefinnet's 1-on-1 IB/PE/HF Elite Coaching Platform: https://onefinnet.com/coaching Explore Onefinnet's Leading Training Platform: https://elevatecareer.teachable.com/ 000 Event Introduction 200 Alex's Intro 405 Private Equity: How have Founder Operator experience helped you in career 745 Investment Banking: IB in Tech Industry Experience  1140 Investment Banking: Transition from Capital Markets to Investing side 1430 Private Equity: Transition from Investment Banking to Private Equity 1740 Private Equity: Breaking down Tech-enabled services & Industrial in Private Equity 2100 Private Equity: Investment Criteria and Metric in Tech-Enabled Services & Industrials in PE 2520 Private Equity: Day in Life of a Private Equity Associate at OMERS 2900 Private Equity: Complexities of Tech-Enabled Services Private Equity Deals 3220 Private Equity: Experience of one of your Best Deals 3615 Private Equity: AI in Private Equity 4130 Private Equity Recruiting: Standing out as a Candidate in Private Equity 4510 Private Equity Recruiting: Transition from Analyst to Associate 4745 Private Equity: Mistakes to Avoid for Associates in Private Equity 5040 Private Equity: Single Advice from your Career #privateequity  #careers   #mentorship  #advice  #technology  #talent  #ai  #recruiting  #university  #firms  #wallstreet

    53 min
  2. Apr 10

    Healthcare Private Equity: John H, Apax Partners ($77bn AUM) & TH Lee Partners ($17bn AUM)

    Join Season 4, Episode 9 of the Elite Finance Podcast with Kaushik, with John H, from Apax Partners ($77bn AUM) & TH Lee Partners ($17bn AUM) - on Healthcare Private Equity! The Elite Finance podcast features elite professionals & investors from the top PE, HF, VC, IB & AI firms in the world. Like, Comment, Subscribe for Top Elite Finance Content Like this. Kaushik is the leading voice in the High Finance space, having built 3 Private Equity platforms to date, including Onefinnet, the #1 Finance & AI in Finance platform in the world.  Onefinnet is the #1 PE/HF/IB training & development platform in the world, used by the top firms ($700bn+ AUM) and top professionals & students (100,000+ trained since 2020).  Explore Onefinnet's 1-on-1 IB/PE/HF Elite Coaching Platform: https://onefinnet.com/coaching Explore Onefinnet's Leading Training Platform: https://elevatecareer.teachable.com/ 0:00 | Event Introduction 2:00 | John's Intro 3:20 | Investment Banking: Standing Out in Elite Boutique Firms 5:40 | Private Equity: How did the transition to PE look like & Selecting Industry 9:50 | Private Equity: Overview of Different Strategies at Apax vs TH Lee 13:05 | Private Equity: Breaking Down Healthcare Investing 16:50 | Private Equity: Important Investment Criterias in Healthcare Industry 19:50 | Private Equity: Important Investment Metrics for Apax and Th Lee 22:30 | Private Equity: Day in a life of Senior Associate in PE 27:20 | Private Equity: Complexities of Healthcare Deals 31:05 | Private Equity: Personal Favourite Deal 36:00 | Private Equity: How does Operational Experience help in Investing  40:40 | Private Equity: AI in Healthcare 44:20 | Private Equity Recruiting: Standing Out as a Candidate for PE 48:00 | Investment Banking Recruiting: Standing out as a Candidate for IB 49:35 | Private Equity Recruiting: Structuring Case Studies 52:40 | Private Equity: Single Best Advice in Career 53:50 | Private Equity: Day One Mistakes to Avoid 55:20 | Private Equity: Mis-Conceptions of working in PE #privateequity  #healthcare #careers   #mentorship  #advice  #technology  #talent  #ai  #recruiting  #university  #firms  #wallstreet

    58 min
  3. Mar 6

    Private Equity Success: VP-Levels & Beyond - with Partners Group ($185bn), Apax ($77bn), Silver Lake ($110bn), General Atlantic ($118bn), Veritas ($54bn), Omers ($140bn), Warburg Pincus ($100bn), Thomas H Lee Partners ($17bn)

    Join Season 4, Episode 8 of the Elite Finance Podcast with Kaushik, with an incredible multi-speaker Podcast on Private Equity Career Success: VP-Level & Beyond, with VP-level speakers from: Partners Group ($185bn), Apax ($77bn AUM), Silver Lake ($110bn AUM), General Atlantic ($118bn AUM), Veritas ($54bn AUM), Omers ($140bn AUM), Warburg Pincus ($100bn AUM), Thomas H Lee Partners ($17bn AUM), Goldman Sachs & Wharton School!  The Elite Finance podcast features elite professionals & investors from the top PE, HF, VC, IB & AI firms in the world. Like, Comment, Subscribe for Top Elite Finance Content Like this. Kaushik is the leading voice in the High Finance space, having built 3 Private Equity platforms to date, including Onefinnet, the #1 Finance platform in the world.  Onefinnet is the #1 PE/HF/IB training & development platform in the world, used by the top firms ($700bn+ AUM) and top professionals & students (100,000+ trained since 2020).  Explore Onefinnet's 1-on-1 IB/PE/HF Elite Coaching Platform: https://onefinnet.com/coaching Explore Onefinnet's Leading Training Platform: https://elevatecareer.teachable.com/ 0:00 | Event Introduction 2:30 | Faye's Intro and One Advice (Partners Group, $185bn AUM)  3:30 | Alexandra's Intro and One Advice (OMERS PE, $140bn AUM) 4:40 | John's Intro and One Advice (Apax Partners, $77bn AUM) 5:20 | Michelle's Intro and One Advice (Silver Lake, $102bn AUM) 5:50 | Greg's Intro and One Advice (Veritas, $54bn AUM) 6:20 | Hillary's Intro 8:00 | Private Equity: Style of Investing (Partners Group) 8:40 | Private Equity: Style of Investing (Omers) 9:50 | Private Equity: Style of Investing (Apex Partners / Thomas H. Lee Partners) 10:55 | Private Equity: Style of Investing (Silver Lake) 11:15 | Private Equity: Style of Investing (Veritas Capital) 12:15 | Private Equity: Change in Mindset from analyst to VP 13:20 | Private Equity: Change in Mindset from analyst to VP 15:00 | Wharton School: Timelines to Deferred Programs 16:20 | Private Equity: Changes in experience from Analyst to VP 18:50 | Private Equity: Most Important Skillsets required in PE 22:00 | Private Equity: Role of AI in PE  24:20 | Private Equity: Transition from IB to PE 28:20 | Private Equity: PE Recruiting Process 30:20 | Private Equity: X-Factor For PE recruiting process 32:00 | Private Equity: Finding the Right Fit of Industry 34:40 | Private Equity: Finding the Right Fit of Industry 36:40 | Private Equity: Roles to transition in PE from Investment Banking 37:50 | Private Equity: Getting into PE without prior experience 39:20 | Private Equity: Role of MBA in getting into PE 41:40 | Private Equity: Role of MBA in getting into PE 43:40 | Private Equity: Leveraging MBA to the fullest 45:35 | Wharton School: How to standout for Wharton Applications 48:00 | Wharton School: Eligiblity for Moelis Program 49:30 | Private Equity: Type of Investing and Limited deal sourcing experience 51:05 | Private Equity: How to Transition between Industries during Recruiting Process 53:05 | Wharton School: What make Wharton Different 56:15 | Private Equity: Day 1 Mistakes usually people make 57:00 | Private Equity: Day 1 Mistakes usually people make 57:30 | Private Equity: Successful Traits for Senior Associate and VP 58:55 | Private Equity: Cold Outreach vs Proprietary Networking 59:50 | Private Equity: Biggest Red-flags in founders or startups 1:00:55 | Wharton School: Most Helpful Class at Wharton 1:02:00 | Wharton School: Most Helpful Class at Wharton 1:03:30 | Wharton School: Most Helpful Class at Wharton 1:04:45 | Most Helpful Class At Stanford University 1:05:45 | Wharton School: Most Helpful Class at Wharton #privateequity  #careers   #advice  #ai  #recruiting  #wallstreet

    1h 8m
  4. Feb 20

    Software Private Equity & Healthcare Venture Capital: Zoey L, Symphony Technology Group PE & Healthcare VC

    Join Season 4, Episode 7 of the Elite Finance Podcast with Kaushik, with Zoey L, from Symphony Technology Group (Software PE) & Healthcare VC - on Software PE & Healthcare VC! The Elite Finance podcast features elite professionals & investors from the top PE, HF, VC, IB & AI firms in the world. Like, Comment, Subscribe for Top Elite Finance Content Like this. Kaushik is the leading voice in the High Finance space, having built 3 Private Equity platforms to date, including Onefinnet, the #1 Finance platform in the world.  Onefinnet is the #1 PE/HF/IB training & development platform in the world, used by the top firms ($700bn+ AUM) and top professionals & students (100,000+ trained since 2020).  Explore Onefinnet's 1-on-1 IB/PE/HF Elite Coaching Platform: https://onefinnet.com/coaching Explore Onefinnet's Leading Training Platform: https://elevatecareer.teachable.com/ 0:00 | Intros 2:10 | Zoey's Intro 5:40 | Private Equity: About Symphony 9:45 | Private Equity: Day in a life of PE Investor 13:45 | Private Equity: About Technology Investing 16:25 | Private Equity: Investment Criteria for Revenue Retention 18:15 | Private Equity: About Operating Leverage in Technology Investing 19:45 | Private Equity: Due Diligance on the Sales Side 21:20 | Private Equity: Post Deal Operational Value 24:00 | Private Equity: Describing Aspects of Favourite Deal 27:10 | Venture Capital: About Healthcare VC 29:55 | Venture Capital: Interesting Sectors in Healthcare VC 32:30 | Venture Capital: Things to look out in Healthcare VC 34:30 | Venture Capital: Importance of Building Network in VC 37:00 | Venture Capital: Building Relations with Founders 38:50 | Venture Capital: Benefits of Operating Side Experience  42:30 | Venture Capital: Benefits of Building Communites  46:00 | Venture Capital: Developing Sector Edge 50:00 | Private Equity: What do PE firms look for in a candidate 51:50 | Venture Capital: How to get into VC Firms 52:45 | PE / VC: Traits of Successful Juniors standing out #privateequity  #venturecapital #careers   #mentorship  #advice  #technology  #talent  #ai  #recruiting  #university  #firms  #wallstreet

    56 min
  5. Feb 9

    Hedge Funds & Private Equity Secondaries: Tim S, Balyasny & Goldman Sachs

    Join Season 4, Episode 6 of the Elite Finance Podcast with Kaushik, with Tim S, from Balyasny (Hedge Fund), Goldman Sachs (Investment Banking) & W Capital (Secondaries) - on Hedge Funds, Private Equity & Secondaries! The Elite Finance podcast features elite professionals & investors from the top PE, HF, VC, IB & AI firms in the world.   Like, Comment, Subscribe for Top Elite Finance Content Like this. Kaushik is the leading voice in the High Finance space, having built 3 Private Equity platforms to date, including Onefinnet, the #1 Finance platform in the world.  Onefinnet is the #1 PE/HF/IB training & development platform in the world, used by the top firms ($700bn+ AUM) and top professionals & students (100,000+ trained since 2020).  Explore Onefinnet's 1-on-1 IB/PE/HF Elite Coaching Platform: https://onefinnet.com/coaching Explore Onefinnet's Leading Training Platform: https://elevatecareer.teachable.com/ 0:00 Introduction 3:45 Tim's Intro 9:20 Private Equity Mindset vs Hedge Fund Mindset 14:10 Tim's Onefinnet Experience and role 17:00 Private Equity: What does Secondaries Space look like 25:30 Private Equity: Evolution of Secondaries 28:25 Private Equity: What does Secondaries underwriting look like 36:00 Private Equity: Sourcing and Due Diligence Process 43:50 Private Equity: Metrics for return in Secondaries 46:30 Private Equity: A Secondaries case study 55:50 Hedge Fund: Hedge Fund Industry as whole 1:01:30 Hedge Fund: Skillsets to have for Hedge Funds 1:07:20 Hedge Fund: Day in a life of Hedge Fund Associate 1:11:55 Hedge Fund: 5-Year Horizon shift from Private Equity 1:18:10 Hedge Fund: Effects of Ai in Trading. 1:28:00 Private Equity: Secondaries Recruiting Process 1:30:20 Hedge Fund: Recruiting Process 1:33:30 Personal Advice 1:36:50 Ending Note #hedgefunds #privateequity  #secondaries #careers   #mentorship  #advice  #technology  #talent  #ai  #recruiting  #university  #firms  #wallstreet

    1h 40m
  6. Feb 2

    Growth Equity & Private Equity, Claire, JMI Equity, Top 5 Growth Equity Fund, $11bn AUM

    Join Season 4, Episode 5 of the Elite Finance Podcast with Kaushik, with Claire Mendelson, JMI Equity, one of the Top 5 Growth Equity Firms in the world with $11bn AUM - on Growth Equity & Private Equity! The Elite Finance podcast features elite professionals & investors from the top PE, HF, VC, IB & AI firms in the world.   Like, Comment, Subscribe for Top Elite Finance Content Like this. Kaushik is the leading voice in the High Finance space, having built 3 Private Equity platforms to date, including Onefinnet, the #1 Finance platform in the world.  Onefinnet is the #1 PE/HF/IB training & development platform in the world, used by the top firms ($700bn+ AUM) and top professionals & students (100,000+ trained since 2020).  Explore Onefinnet's 1-on-1 IB/PE/HF Elite Coaching Platform: https://onefinnet.com/coaching Explore Onefinnet's Leading Training Platform: https://elevatecareer.teachable.com/ 00:00: Event Intro 02:30: Claire's Introduction 05:20: Why Growth Equity 09:00: What is Growth Equity 13:55: Growth Equity: What does Founder Partnership look like 19:35: Growth Equity: Future Sectors for Growth investing 24:00: Growth Equity: What makes a great software/Ai Company 29:30: Growth Equity: Day in a life of Senior Associate in Growth Equity Firm 37:10: Growth Equity: What does the growth equity lifecycle of a deal look like 42:55: Growth Equity: Different kinds of Modeling used in Growth Equity  47:25: Growth Equity: Breaking into Growth Equity firms 52:00: How was Wharton MBA experience 53:45: Growth Equity: How to standout at the job #privateequity  #growthequity #careers   #mentorship  #advice  #technology  #talent  #ai  #recruiting  #university  #firms  #wallstreet

    57 min
  7. Jan 25

    Private Credit: Rachel, Carlyle Group ($474bn AUM)

    Join Season 4, Episode 4 of the Elite Finance Podcast with Kaushik, with Rachel Lyons, from Carlyle, one of the leading Private Equity & Private Credit firms in the world with $474bn in AUM! The Elite Finance podcast features elite professionals & investors from the top PE, HF, VC, IB & AI firms in the world.   Like, Comment, Subscribe for Top Elite Finance Content Like this. Kaushik is the leading voice in the High Finance space, having built 3 Private Equity platforms to date, including Onefinnet, the #1 Finance platform in the world.  Onefinnet is the #1 PE/HF/IB training & development platform in the world, used by the top firms ($700bn+ AUM) and top professionals & students (100,000+ trained since 2020).  Explore Onefinnet's 1-on-1 IB/PE/HF Elite Coaching Platform: https://onefinnet.com/coaching Explore Onefinnet's Leading Training Platform: https://elevatecareer.teachable.com/ 305 | Rachel's Introduction 620 | What is Private Credit and difference from Private Equity 830 | Private Credit Explosion 1150 | Private Credit: Thinking Process and difference from PE 1400 | Private Credit: What to focus on  1600 | Private Credit: Public Credit vs Private Debt 1830 | Private Credit: Impacts of Interest Rates 2005 | Prvate Credit: Metrics of Evaluation 2210 | Private Credit: Types of Strategies 2420 | Private Credit: Mezzanine Financing (Debt and Equity) 2545 | Private Credit: Real Asset Financing 2655 | Private Credit: Day in a life of Private Credit Associate 2955 | Private Credit: Importance of maintaing banking relationships 3200 | Private Credit: High level Deal (uniqueness and challenges) 3540 | Personal Experience 3800 | Private Credit: Types of Analysis 4110 | Private Credit: Lessons learned in practise 4515 | Private Credit: Breaking into Private Credit (Recruiting Process) 4900 | Private Credit: Case Study Testing 5150 | Personal outside of work Leadership experience 5710 | Rachel's Harvard Business School Experience 10210 | Private Credit: AI in Private Credit Space #privatecredit #privateequity  #careers   #mentorship  #advice  #energy #technology  #talent  #ai  #recruiting  #university  #firms  #wallstreet

    1h 5m
  8. Jan 17

    Energy & Infra Private Equity: Will, VP, Clean Hill Partners - Energy, Infrastructure & Technology Private Equity

    Join Season 4, Episode 3 of the Elite Finance Podcast with Kaushik, with Will Goodman, Vice President at Clean Hill Partners, one of the leading & fastest growing Energy Private Equity firms in the world! The Elite Finance podcast features elite professionals & investors from the top PE, HF, VC, IB & AI firms in the world.   Like, Comment, Subscribe for Top Elite Finance Content Like this. Kaushik is the leading voice in the High Finance space, having built 3 Private Equity platforms to date, including Onefinnet, the #1 Finance platform in the world.  Onefinnet is the #1 PE/HF/IB training & development platform in the world, used by the top firms ($700bn+ AUM) and top professionals & students (100,000+ trained since 2020).  Explore Onefinnet's 1-on-1 IB/PE/HF Elite Coaching Platform: https://onefinnet.com/coaching Explore Onefinnet's Leading Training Platform: https://elevatecareer.teachable.com/ 210 | Will's Introduction 800 | How has Onefinnet Helped you 1110 | Private Equity: Breakdown of Energy Sector 1435 | Private Equity: Types of Technology Companies  1855 | Business Models in Energy Sector 1955 | Investor Players in Energy Sector Space 2400 | Private Equity: What to see in Early Stage Energy companies 2700 | Energy Private Equity: Overview of Energy Generation Sector 3215 | Energy Private Equity: How to drive Conviction for Growth 3700 | Energy Private Equity: Evaluating different business models  4010 | Energy Private Equity: How does the Growth Look like 4300 | Energy Private Equity: Overview of Energy Consumption Sector 4840 | Energy Private Equity: Overview of Digital Infrastructure 5255 | Private Equity: PE role in powering AI Revolution 5645 | Political Environment in Energy Sector 5850 | PE: Breaking in Private Equity for Energy Sectors 10510 | What to expect in a Energy Private Equity Case Study 11000 | Mentality to have for working in Energy Space #privateequity  #careers   #mentorship  #advice  #energy #technology  #talent  #ai  #recruiting  #university  #firms  #wallstreet

    1h 13m
5
out of 5
7 Ratings

About

Definitive Podcast for Elite Careers in High Finance with Top Firms, Pros & Leaders across Private Equity, Venture Capital, Hedge Funds, Investment Banking & AI in Finance. Each episode features elite High Finance guests, who will take you behind what it takes to be successful in top careers. The caliber of guests & quality of discussion is unparalleled. This Podcast is for current Finance Professionals at various stages of their Career, and for Aspiring Professionals & Students who want to enter the High Finance space. Host Kaushik has 10+ years of experience in private equity, investment banking & consulting at Goldman Sachs & Beyond- having built 3 market-leading Private Equity Businesses. He is also the founder of Onefinnet, the Premier Finance & AI in Finance platform & largest Finance Network in the world - used by top Firms & Top Finance Professionals across various sub-platforms: AI in Finance; Hiring & Capital Raising for Firms, and Best-in-Class Training; Coaching; Networking for Professionals & Students. Learn more at onefinnet.com

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