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In this episode, I interview Ashley Wu, who went from being an athlete at Yale University to working at UBS’s TMT Group in New York and in private equity at Thoma Bravo.

Watch this episode on YouTube here - https://youtu.be/yeiwU48CCEc

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💧rareliquid💧
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⏱Timestamps⏱
00:00:00 - Introduction
00:01:31 - Overview of background
00:07:39 - Initial interest in finance
00:10:00 - Utilizing resources at Yale for finance and banking
00:11:41 - Tips for networking in finance
00:14:21 - Timing for sending thank-you emails post-interview
00:15:15 - Resources used for securing a position at UBS
00:17:26 - Initial months of working at UBS
00:07:36 - Yale experiences leading to a career in finance
00:14:15 - Qualities of a successful investment banking analyst
00:26:25 - Highlights and challenges of banking
00:35:15 - Choosing to transition into private equity
00:38:45 - Thoma Bravo's company pitch
00:41:27 - Discussion on full buyouts
00:41:41 - Typical debt percentage in deals
00:43:01 - Profitability requirements for investment
00:43:19 - Managing risk in potentially unprofitable investments
00:48:11 - Involvement with portfolio companies
00:48:13 - Operational support from Thoma Bravo
00:50:11 - Changes in management post-acquisition
00:51:57 - Decision-making on management team adjustments
00:53:19 - Perspectives on the necessity of private equity
00:55:49 - Valuable insights gained from working in private equity
01:06:50 - Walking through a PE deal
01:11:10 - Discussing work hours during intensive periods
01:14:10 - Enjoyable aspects and surprises in PE
01:14:18 - Challenges in PE beyond work/life balance
01:18:00 - Deciding to leave PE for further education
01:19:56 - Integrating lessons from Adobe into future roles
01:22:40 - Aspirations for becoming a CXO
01:24:58 - Key lessons from the Wharton experience
01:31:20 - Advice to younger self

In this episode, I interview Connor Crandall, who went from Brigham Young University to investment banking at J.P. Morgan and to private equity at Warburg Pincus.

Watch this episode on YouTube here - https://youtu.be/Tf3SvAIW4SI

🧑‍🏫Wharton & Wall Street Prep PE Certificate Program🧑‍🏫
► Use code RARELIQUID for up to $500 OFF
► https://secure.enroll.wharton.wallstreetprep.com/referral/fkx0rrss/s2yqD1GUkwps4u5h

💧rareliquid💧
► Sign up for my investment banking course
► Sign up for my how to get into MBA course
► Sign up for my management consulting course
► Youtube
► Instagram
► TikTok
► LinkedIn
► Business Inquiries: ben@rareliquid.com

------

🧑‍🎓Career Resources👩‍🎓
► Buy My Banking Recruiting Guides
► Wall Street Prep (Use code RARELIQUID for 20% OFF!)
► TTP - The BEST GMAT prep resource
► Books I recommend
► My filming equipment

------

⏱Timestamps⏱
0:00 - Introduction
00:02:01 - Overview of background
00:02:36 - Breaking into investment banking
00:03:49 - Approach to securing internships early
00:07:02 - Early investments
00:09:00 - Decision to pursue PE
00:10:02 - Recommended financial resources
00:10:45 - Coping with banking challenges
00:11:50 - Daily life as an investment banking analyst
00:14:50 - Preparing for investment banking
00:16:00 - Difference between working in small vs large teams
00:18:18 - Adjusting to banking’s demands
00:20:20 - Recruiting resources for banking
00:21:30 - Interest in healthcare
00:23:27 - On-cycle vs off-cycle recruiting for PE
00:23:47 - How to choose PE firms
00:27:09 - Role of headhunters in PE recruiting
00:29:58 - Why Warburg was Connor’s top choice
00:33:15 - Preparing for PE interviews
00:37:37 - Warburg’s investment strategy
00:39:39 - Criteria for evaluating investments
00:41:49 - Insights into a specific PE investment process
00:47:47 - Walking through a PE deal
00:49:24 - Favorite part of the job in PE
00:50:40 - What made PE worth it
00:51:44 - Surprises and challenges in PE
00:53:54 - Involvement in portfolio companies post-acquisition
01:02:38 - Advice for aspiring finance professionals
01:04:13 - Personal lessons from PE
01:07:07 - Overcoming mistakes
01:08:00 - AI’s impact on private equity
01:12:21 - Reasons for pursuing an MBA
01:14:50 - Why growth equity as next step
01:19:24 - Alternate universe
01:19:55 - Influential mentor
01:21:30 - Advice to younger self
01:23:01 - Outro

In this episode, Jen Kim discusses her dynamic career across banking, consulting, and private equity.

Watch this episode on YouTube here - https://youtu.be/4Oa5Rp5kYLI

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💧rareliquid💧
► Sign up for my investment banking course
► Sign up for my how to get into MBA course
► Sign up for my management consulting course
► Youtube
► Instagram
► TikTok
► LinkedIn
► Business Inquiries: ben@rareliquid.com

------

🧑‍🎓Career Resources👩‍🎓
► Buy My Banking Recruiting Guides
► Wall Street Prep (Use code RARELIQUID for 20% OFF!)
► TTP - The BEST GMAT prep resource
► Books I recommend
► My filming equipment

------

⏱Timestamps⏱
00:00:00 - Introduction
00:01:51 - Jen's personal and professional overview
00:03:55 - Decision to enter banking
00:05:40 - Banking experience and group joined
00:08:11 - Preparation for consulting cases
00:11:17 - Consulting interview process
00:17:45 - Practice for consulting math
00:18:53 - Work-life balance in banking vs consulting
00:25:43 - Explaining the value of consultants
00:30:08 - Partners' specialization in consulting
00:31:38 - Client buy-in at different levels
00:34:57 - Overcoming imposter syndrome
00:36:55 - Gaining professional skills from consulting
00:45:08 - Responsibilities
00:49:00 - Impact of travel on work-life balance
00:51:06 - Qualities of a good consultant
00:56:11 - Decision to switch to private equity
01:09:24 - Reason for leaving private equity for business school
01:11:56 - Advice to younger self

In this episode, I interview Bruce Biegler, who went from the University of South Dakota to investment banking at Goldman Sachs and to private equity at Bain Capital.

Watch this episode on YouTube here - https://youtu.be/jj2j8iJmTcQ

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🧑‍🏫Wharton & Wall Street Prep PE Certificate Program🧑‍🏫
► Use code RARELIQUID for up to $500 OFF

💧rareliquid💧
► Sign up for my investment banking course
► Sign up for my how to get into MBA course
► Sign up for my management consulting course
► Youtube
► Instagram
► TikTok
► LinkedIn
► Business Inquiries: ben@rareliquid.com

------

🧑‍🎓Career Resources👩‍🎓
► Buy My Banking Recruiting Guides
► Wall Street Prep (Use code RARELIQUID for 20% OFF!)
► TTP - The BEST GMAT prep resource
► Books I recommend
► My filming equipment

------

⏱Timestamps⏱
00:01:53 - Bruce's Background
00:04:30 - Breaking Into Investment Banking
00:10:38 - Most Challenging Banking Interview Questions
00:12:28 - Banking Recruiting Process
00:16:42 - Why Bankers Work Long Hours
00:21:04 - Day in the Life of a Banker
00:23:47 - Why Bruce Went Into Private Equity
00:26:58 - Bain Capital's Strategy
00:37:36 - Bain Capital's Culture
00:49:29 - Example of a PE Deal
00:53:27 - PE Work Life Balance
00:59:00 - What Makes PE Work Interesting
01:00:48 - PE Compensation
01:03:15 - What Makes PE Worth it
01:04:45 - Wharton MBA
01:18:46 - Leadership Lessons From MBA
01:21:32 - Most Contrarian Opinion
01:27:05 - Advice to Younger Self

Brandon Brooks is a 10 year NFL veteran and 3X Pro Bowler who won Super Bowl 52 against Tom Brady and the Patriots. He's also a fellow Wharton MBA classmate and will be joining Goldman Sachs upon graduation as an investment banker.

Watch this episode on YouTube here - https://youtu.be/G-4IGs3cVGQ

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💧rareliquid💧
► Sign up for my investment banking course
► Youtube
► Instagram
► TikTok
► LinkedIn
► Business Inquiries: ben@rareliquid.com

------

🧑‍🎓Career Resources👩‍🎓
► Buy My Banking Recruiting Guides
► Wall Street Prep (Use code RARELIQUID for 20% OFF!)
► TTP - The BEST GMAT prep resource
► Books I recommend
► My filming equipment

------

⏱Timestamps⏱
0:00 - Introduction
00:02:57 - Can you tell us about your background?
00:10:34 - When did you start to believe you could go pro in football?
00:11:50 - If you hadn’t gone pro, what were your alternative career plans?
00:12:41 - Where did your interest in business originate?
00:13:35 - How did you spend your first NFL paycheck?
00:14:49 - How do you manage your investments and finances now?
00:16:56 - How has your relationship with money changed over the years, and what brings you happiness?
00:23:12 - Can you talk about the influence of your mother and her values?
00:26:09 - How tough was it defend your starting position in the NFL?
00:29:25 - Where did your competitive nature come from?
00:34:10 - What was it like preparing on the morning of Super Bowl 52 against Tom Brady?
00:38:27 - When did you feel like you could win the Super Bowl?
00:40:31 - How did you guys manage your focus against your opponents?
00:44:13 - What were the most important lessons you learned from your time in the NFL?
00:49:45 - What was the atmosphere like on the sidelines in the final moments of the Super Bowl?
00:51:01 - Do you think Patrick Mahomes could potentially become the GOAT?
00:57:38 - How is your health today after what many consider season-ending injuries?
00:58:58 - How has your battle with anxiety disorder affected you, especially on game days?
01:04:39 - How is your relationship with anxiety now?
01:06:47 - What have been some of the most significant lessons or insights you've gained from your therapy sessions?
01:09:29 - What made you decide it was time to retire from the NFL?
01:12:08 - Why did you choose to pursue an MBA at Wharton after retiring?
01:16:20 - What is the nerdiest thing about you?
01:19:53 - What have been your favorite classes at Wharton?
01:23:48 - What were some important lessons that you've learned at Wharton so far?
01:25:31 - Why did you choose investment banking over other career paths post-NFL?
01:29:13 - What kind of projects did you work on during your internship at Goldman Sachs?
01:32:51 - What did you find to be the most challenging aspects of your banking internship?
01:36:19 - How would you describe Goldman Sachs’ culture?
01:39:00 - How will you bring what you learned in the NFL into banking?
01:41:18 - Looking back, what advice would you give to your 20-year-old self and what general career advice do you have for viewers?

Learn about the world of investment banking from an interview with 3 Wharton MBA classmates who summer interned at Goldman Sachs, Morgan Stanley, and J.P. Morgan.

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💧rareliquid💧
► Sign up for my investment banking course
► Youtube
► Instagram
► TikTok
► LinkedIn
► Business Inquiries: ben@rareliquid.com

------

🧑‍🎓Career Resources👩‍🎓
► Buy My Banking Recruiting Guides
► Wall Street Prep (Use code RARELIQUID for 20% OFF!)
► TTP - The BEST GMAT prep resource
► Books I recommend
► My filming equipment

------

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► Why I'm Getting My MBA
► Why I Left Investment Banking 

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🔎Disclaimer🔎
This is for educational purposes only. Some of the links above are affiliate links, meaning that at no additional cost to you, I may earn a commission if you click through and make a purchase.