About Wall Street Prep
Wall Street Prep was established in 2004 by investment bankers to train the financial services industry. Used by thousands of students and finance professionals, our instructor-led and online training programs bridge the gap between academia and the real world by teaching the practical skills needed to succeed on the job. Our Client List includes top investment banks, private equity firms, investment funds and business schools.
Matan Feldman is Wall Street Prep’s Founder and Managing Partner. His responsibilities include business development, development of courses, and overseeing training programs. Matan has overseen training programs for clients including Morgan Stanley, Credit Suisse, Raymond James, Stifel Nicolaus, FBR Capital Markets, Sagent Advisors, Giuliani Capital Advisors, JP Morgan, Cerberus, Wharton Business School, London Business School, Kellogg, Booth, Stern (NYU), and Cornell. Prior to founding Wall Street Prep, Matan served in several capacities on Wall Street — first as an Analyst in Chase Manhattan Bank's Mergers & Acquisitions Group in New York, and subsequently as an Associate within JP Morgan's Equity Research Group, covering Food & Drug Retail Equities.
Arkady co-authored many of Wall Street Prep’s training materials and has conducted corporate training for many of Wall Street Prep’s clients, including Enogex, Rosetta Resources, Hess Corporation, Silicon Valley Bank, RBC Capital Markets, Stifel Nicolaus, and FBR Capital Markets. In addition, Arkady conducts training programs at top business schools across the world, including Wharton, MIT Sloan, Wharton, Tuck, INSEAD, London Business School, and University of Michigan. Prior to joining Wall Street Prep, Arkady was an Associate within the Energy & Natural Resources of the Equity Research Group at FBR Capital Markets. Prior to joining FBRC in October 2001, Arkady was an Investment Banking Analyst within J.P. Morgan Chase’s Global Oil & Gas Group.
Ziv has been a senior instructor at Wall Street Prep since 2005. He has conducted training for many of Wall Street Prep’s corporate clients, including Insight Partners, Stifel Nicolaus (Thomas Weisel), FTI Consulting, Walgreens, UnitedHealth Group, and many others. Ziv also conducts training programs at top business schools across the world, including Wharton, MIT Sloan School of Management, Wharton, Rice University, Carnegie Mellon, Cornell’s Johnson School of Business, NYU’s Stern School of Business. Prior to joining Wall Street Prep, Ziv worked for Merrill Lynch in the company's Real Estate Investment Banking Group in New York.
Scott oversees the planning, design and development of Wall Street Prep's online learning platform, online courses and exams and other interactive products. He has 15+ years of experience in interactive and print design and product development. Before joining Wall Street Prep, Scott worked at the Washington Post, serving as Creative Director for the Washington Post Express daily newspaper and Design Director for Post mobile apps.
After graduating from the University of North Carolina at Chapel Hill, Stefan began his professional career as an analyst in the healthcare investment banking group at Barclays. After completing his two years at Barclays, he worked at the private arm of a healthcare investment firm called Consonance Capital. He then worked at the non-profit SEO and then a brief stint at a value-oriented hedge fund called Newtyn Management, before attending the Graduate School of Business at Stanford University. Since graduating from Stanford, Stefan has served as an independent consultant focused on financial due diligence and financial analysis.
Prior to joining Wall Street Prep, Brad was an Investment Banking Associate within the Financial Institutions Group (FIG) at UBS Investment Bank, where he was involved in a range of diverse transactions that included restructuring, capital raising and M&A for a variety of banks, insurance companies and specialty finance firms. He was one of FIG’s two primary coverage associates for large and mid-cap U.S. regional banks and headed up the group’s internal training program for incoming junior bankers. Prior to UBS, Brad served for over 5 years as an intelligence officer in the U.S. Air Force, where he headed a variety of overseas deployments and training programs.
Prior to joining Wall Street Prep, Hannah was a Vice President at investment banking firm Lincoln International. During her 7 years at Lincoln, Hannah worked on a variety of transactions including M&A, capital raises, and restructuring deals. Prior to working at Lincoln, Hannah spent 2 years at AEGON Investments on the fixed income trading desk. Hannah holds Series 7 and 63 licenses and has a BBA in finance from University of Iowa.
Kyle has varied experiences building FP&A teams and models for startups and large multinational software companies. Kyle started his career at Deloitte in their Salt Lake City office, followed by finance leadership positions across multiple technology startups. Most recently, Kyle served as Director of Financial Systems for the corporate FP&A team at Ivanti, partnering with executives to build and present consolidated models and reporting. Kyle holds a MA of Accountancy from the BYU Marriott School of Business and is a CPA.
Michelle Behrend is an instructor for Wall Street Prep’s Capital Markets and Sales & Trading programs. Michelle has 15 years experience as a credit trader at HSBC and BNP Paribas. At BNP Paribas, she was the business sponsor of the Global Markets Internship and Analyst programs responsible for overhauling training, recruitment, and acculturation of young professionals. She is a financial career consultant at Tulane University, helping financially passionate students prepare for their future career pursuits. She founded MBehr Investments, a financial and managerial strategy consulting and investment firm, and Bubbles and Bass, an event production and community organization.
Kavi is an international debt finance banker with 20+ years of extensive cross-border experience in Tier 1 banks including Citibank, BNP Paribas, Barclays and Lloyds in debt capital markets origination, derivatives, treasury, financial sponsors and regulatory projects across UK, Europe and Asia. Having been fortunate to work on the sell-side (as Director, Financial Institutions) and as a client in Treasury (as Senior Manager, Funding & Liquidity), Kavi brings a unique end-to-end perspective on key issues in capital markets and debt structuring. Passionate about financial education to improve societies and make our financial system stronger, Kavi has trained and provided consulting services to a wide range of global banks, fintech firms, banking regulators and universities.
Aurelia Biebuyck has a breadth of finance experience, ranging from investment banking to corporate strategy. She worked as an Analyst in J.P. Morgan’s Healthcare Investment Banking group, focusing on equity transactions and M&A. Subsequently, she was the Director of Operations at Shacksbury, a cider company based in the Northeast, where she helped with business planning and capital raising. Aurelia also held corporate strategy roles at Dig Inn and WeWork. Aurelia holds a B.S. in Business from New York University’s Stern School of Business.
Karine has over 10 years experience in real estate, private equity, and investment management. She started her career working for large financial institutions Lincoln Financial Group and PGIM Real Estate. She then transitioned to focus on urban real estate markets as a commercial real estate Broker and Consultant. Karine holds a BA and MA in Economics from Rutgers University.
Mike Blume currently works as a Vice President with Tail End Capital Partners, a private equity secondaries firm in Pittsburgh focused on providing liquidity solutions to private equity GPs in the middle market. Mike previously spent over three years at Incline Equity Partners, a buyout firm in Pittsburgh investing out of their flagship fund. There he was responsible for evaluating, executing and managing portfolio company investments across distribution, manufacturing and business services. Mike began his career in investment banking in PNC’s Asset Backed Finance group.
Pete is currently the Business Chair and Assistant Professor of Business at the University of Saint Katherine outside of San Diego, California and also provides consulting services on a variety of strategic matters, including valuation, mergers and acquisitions, and litigation. Pete retired after an 18-year career as M&A investment banker where he most recently led U.S. Energy M&A at BMO Capital Markets in Houston, Texas and served as a member of the firm’s fairness committee. Before joining BMO, Pete worked at UBS and Rothschild, Inc. in New York. Pete started his career as a chemical engineer in the oil and gas industry. Pete holds a Bachelor of Science in Chemical Engineering from the University of Illinois at Urbana/Champaign and an MBA with concentrations in accounting, economics, and finance form the University of Chicago’s Booth School of Business.
Douglas Bowen began his career at Citibank as an Energy Banking Analyst underwriting Reserve Base Transactions ranging from $20 million to $3 billion. After working 2 years in Houston, Doug was recruited to join Goldman Sachs' Natural Resource Group as a Senior Credit Analyst and then Associate Portfolio Manager. During his time at Goldman Sachs, he drove the execution process on live physical/financial commodity trades and underwrote a variety of credit products for large energy companies. Doug holds a BS in Finance from BYU-Idaho and a Credit Diploma from Citi Commercial Credit College.
Alan has a wealth of experience in financial modeling, planning and analysis obtained over a 30-year career in finance and accounting. For the past 20 years, Alan has taught a range of financial modeling courses, consulting to a wide range of investment banks and corporates across multiple sectors and building large-scale financial models for a wide variety of applications. Prior to that, Alan worked at an Australian multinational consulting firm as their CFO and for Ford Motor Company in financial and logistical planning and analysis. He began his career at KPMG in South Africa. Alan is a Chartered Accountant, holding an MBA from Henley Business School in the UK, and Bachelor degrees in Commerce and Accounting from Witwatersrand University, South Africa.
Surojit has held several investment banking positions as an analyst and associate. He started his career at Citigroup's Industrials team in London, followed by a more senior role at Rothschild & Co's Healthcare team. Surojit then worked at Redline Capital Partners as a Portfolio Manager and Investment Analyst focused on L/S public equities in the Healthcare & Technology sectors. Surojit holds a BSc. (Hons) in Accounting & Finance from the University of Warwick.
Martino’s career in financial markets began at Citigroup in Zurich where for the first ten years held various positions such as FX and Rates Corporate and Institutional Sales, Equity Warrants and Structured Products specialist before joining Citi Private Bank as Cross Asset Structurer. In 2003 he was transferred to London where he was tasked with the Structuring Team reorganization. In 2006 Martino was hired by Standard Chartered Bank and a year later moved to New York to establish a local presence for the Financial Markets Derivatives and Corporate Solutions structuring team. He held this position for over ten years. Most recently Martino completed his MBA at Università della Svizzera Italiana in Lugano (Switzerland) where he obtained his degree with Honors (Magna Cum Laude). Martino also holds the Diploma as Certified International Analyst (CIIA) and the Swiss Federal Diploma as Financial Analyst and Portfolio Manager.
Alan Chao has over 20 years of sell-side and buy-side experience in the financial markets. He was formerly a Senior Vice President at Macquarie Capital, where he served as a desk analyst (and interim trader) for the Credit Sales & Trading team. Prior to Macquarie, Alan was a Portfolio Manager and Head of the Investment Committee with Canaras Capital Management, an alternative asset hedge fund focused on high yield securities, structured products and distressed opportunities. Alan has also previously worked as a Sales & Trading Associate at Citigroup Global Markets and as a Credit Analyst at Invesco. He started his career with Sumitomo Mitsui Trust & Banking. Alan holds an MBA from Columbia Business School, a BS in Economics from the Wharton School, and a BAS in Systems Engineering from the University of Pennsylvania.
Jim has held several positions across investment banking, private equity, and venture capital. Most recently, Jim was an investment associate at JLL Partners, a middle market private equity firm, where he managed diligence and portfolio company support within healthcare and business services. He started his career at Morgan Stanley as an investment banking analyst covering financial technology companies. Jim attended Northwestern University where he graduated Magna Cum Laude with a B.S. in Industrial Engineering and Certificate in Financial Economics from the Kellogg School of Management.
Eric is the lead instructor for Wall Street Prep’s Capital Markets and Sales & Trading programs. Eric’s financial markets career began after he was a finalist for J.P. Morgan’s Fantasy Futures trading competition. Eric worked at J.P. Morgan for 10 years across DCM, Syndicate and Sales & Trading Roles, including in the Cross Asset Sales & Structuring group with trade execution experience across all asset classes. Eric is an expert in International Markets and Cross-Border transactions with global work experience in New York, London, Hong Kong, and Tokyo.
Prior to joining Wall Street Prep, Haseeb was an Assistant Vice President in Barclays Wealth's Business Assessment & Strategic Analytics team, focusing on streamlining operations and increasing profitability for specific business lines. Prior to Barclays, he spent two years as an Investment Banking Analyst at Jefferies focusing on maritime, offshore and logistics companies, developing an expertise in unique LBO and capital raising structures. Immediately after graduation, Haseeb helped establish a financing subsidiary for Edible Arrangements International, Inc. He graduated from the Leonard N. Stern School of Business at NYU with a BS in Finance and Accounting. Haseeb has passed the Series 79 and 63 exams.
Most recently, Shabdha was co-founder of Arfa Inc, a community-driven platform for launching new e-commerce wellness brands, which she launched with former colleagues from Glossier, where she was Chief of Staff to the President & COO. Prior to Glossier, Shabdha was a private equity associate at Berkshire Partners, where she was a generalist investor and spent time across consumer, healthcare, telecom, and business services. Before Berkshire, Shabdha was an investment banking analyst in the Media & Communications group at Morgan Stanley. Shabdha majored in Economics and International Studies at Yale University, and earned an MBA from Stanford's Graduate School of Business.
Bryson has 13 years of investment and advisory experience in private equity, investment banking, and management consulting, providing him with deep experience across the investment lifecycle from buy-side diligence and valuation, to post-transaction strategies that maximize profits, operational and financial restructurings, and exit strategies through a sale, carve-out, or IPO. Bryson began his career at Goldman Sachs and was a full-tuition merit scholar at Chicago Booth where he completed his MBA. He also previously served 16 years in the military and Department of Defense, and two years working for the Chairman of the Senate Finance and Intelligence Committees.
Bill has worked in the financial sector for 25 years in the areas of public accounting, institutional and private banking, and securities/brokerage firms. He provides the full range of professional development courses in sales, presentations, negotiation, leadership and communications. Bill worked at Merrill Lynch as the Chief Learning Officer for Global Operations. Prior to Merrill, Bill worked at JPMorganChase in Global Private Banking and Wealth Management where he had roles in relationship management servicing the HNW sector, and in Talent Management for the Private Bank. Bill began his career at PwC as an auditor, and held roles there in Professional Development and Human Resources. Bill holds an MBA in Industrial Psychology from Baruch (CUNY), an MFA in Creative Writing from Wilkes University, and a BS in Accounting from the University of Scranton.
Will Coleman has over six years of financial experience in Investment Banking, Private Equity, and Higher Education. Currently, Will is an Assistant Professor of Practice at Virginia Tech, teaching Financial Modeling in Excel and Corporate Finance. Prior to teaching, Will served as a private equity associate at Madison Dearborn Partners (MDP) in Chicago. Prior to MDP, Will served as an investment banking analyst at Goldman Sachs in New York in their Global Industrials Group. Will holds a B.S. in Industrial and Systems Engineering and a B.S. in Business (Major in Finance) from Virginia Tech.
Stephen has been involved with financial training for 21 years, having trained at a variety of institutions across 37 countries as well as written distance learning programs relating to financial markets and transaction banking in association with numerous academic institutions. Stephen is a recent fellow of the London Institute of Banking & Finance. Prior to his training career, he had a 23 year career in banking, 14 years of which were overseas. This included the Merchant Banking Group of Marine Midland Bank, (now HSBC), for whom he established a NY trading desk for syndicated loans. He also worked at Citibank, initially on the Emerging Markets sales desk before transferring to Hong Kong to establish an Asian Emerging Markets sales desk and finally, returning to London to manage Citigroup’s Emerging Markets market syndicate desk.
Taylor has served as an expert PowerPoint training course developer and instructor for the past 8 years. Previously, he has worked in consulting and investment banking for over 9 years. He started his career as an associate in the financial services division at PricewaterhouseCoopers in New York City. Taylor then moved to Beijing, where he spent four years at a French startup raising capital and helping expand its network throughout China, and another four years as a Vice President at JFP Holdings, a newly established merchant bank in Beijing helping western companies access the Chinese market.
Most recently, Ayo was an associate in the Blackstone Group's Strategic Capital Group, the business that acquires minority GP stakes in alternative asset management companies. Prior to joining Blackstone, Ayo was an analyst at Citigroup, where he focused on Municipal and Project Finance investment banking and capital markets origination. Ayo is an incoming MBA Candidate at Harvard Business School and earned a B.A. in Political Science from Williams College, where he was also a member of the football team.
Dan is an M&A professional, having primarily worked on the sell-side with founders and financial sponsors across various industries. Most recently, Dan served as an investment banking associate at Brown Gibbons Lang within its Healthcare & Life Sciences team. Prior to Brown Gibbons Lang, he worked as a wealth management intern, deal advisory intern, and strategic consulting intern at companies based in San Francisco, New York, and Hanoi. Dan earned his M.B.A. and undergraduate degree from Indiana University – Kelley School of Business, where he passed all CPA examinations and served as a graduate assistant.
Hugo Faria is an Instructor for Wall Street Prep’s Capital Markets and Sales & Trading programs. Hugo has 30 years of financial markets experience, having held leadership positions at Citibank, Merrill Lynch, Deutsche Bank, UBS and Standard Chartered. At these firms Hugo either built or turned-around regional and global exposure management and structured trading businesses. Working in a range of analytical, transactional and managerial roles his career includes substantial stints in the U.S., Latin America, Europe and Asia. Since 2017 Hugo has focused full-time on the education sector. This phase of his career included working at Sponsors for Educational Opportunity, where Hugo was initially SEO’s Vice President responsible for the college program and later Chief Operating Officer. At Autentike Advisors Hugo is active in a range of projects with other educational organizations. Hugo holds a bachelor’s degree from Yale University and a master’s degree from Columbia University.
Andrew serves as the Director of Investment Banking Curriculum at Wall Street Prep. He currently oversees the development and execution of technical and professional training for all investment banking curriculums. Andrew joined the firm in July 2019 as an instructor and healthcare subject matter expert. Prior to Wall Street Prep, Andrew worked for J.P. Morgan on the Healthcare Investment Banking team in New York City as an analyst and associate. While at J.P. Morgan, he worked on a variety of transactions including sell-side and buy-side mergers and acquisitions, debt and equity issuances and other client advisory services across biopharmaceutical, medical technology and healthcare services industries. Prior to J.P. Morgan, he began his career in financial services with Bank of America Merrill Lynch as a commercial credit analyst in Dallas covering middle-market companies. Andrew holds a BBA in Finance from the Rawls College of Business and a BS in Agricultural Business from the College of Agricultural Sciences and Natural Resources at Texas Tech University.
Nicole’s financial services experience includes a ten-year tenure at Goldman Sachs spanning Debt Underwriting, Capital Markets, Credit Sales and Risk Management. She led, structured and negotiated complex corporate and sponsor debt financing transactions within the Investment Banking Division. Nicole served on the leadership steering committee for the Goldman Sachs Investment Banking and Finance Women’s Networks. Nicole joined the firm in Credit Sales covering hedge fund, institutional and sovereign buy-side investors. She began her career at Deloitte in Audit, Financial Advisory Services and Restructuring in New York, Paris and Boston. Nicole holds an MBA from the University of Chicago Booth School of Business in Analytic Finance and Economics and a BS from Georgetown University in Business Administration. She also earned her CPA in New York state and was Series 7 and 63 certified.
Most recently, Zack was an associate at Bernhard Capital, an energy services private equity firm where he focused on evaluating investments, building valuation models, conducting financial analysis, diligence and managing portfolio companies within the energy services space. Before Bernhard Capital, Zack was an associate at Goldman Sachs in the TMT Investment Banking Group. Zack majored in Math at Duke University.
Connor began his career working on private equity buyouts and recapitalizations in the Debt Advisory Group at Lincoln International. He later moved to San Francisco to help expand the firm’s Technology M&A office on the West Coast. Now, Connor is a founding partner at Frischmeyer & Co., which provides financial modeling, financing, and M&A support to high-growth startups, predominantly in the software and cannabis spaces. He is also the co-founder of The LBO Calculator, which automates financial modeling for investment banking transactions. Connor holds a BBA in Finance from the University of Iowa.
Darius has nearly 15 years of experience in accounting and finance, holding roles as both an M&A banker and PE investment professional. Most recently, Darius was a senior investment professional at K1 Investment Management, where he focused on B2B software investments. He launched his career as a CPA at a Big 4 accounting firm (KPMG), before transitioning to an analyst role as an M&A investment banker at Madison Street Capital. Darius holds an MBA from Columbia University and a Bachelors in Accounting from Illinois Wesleyan University
Shruti Garodia has over 12 years of capital markets experience with BNP Paribas. She started her career in New York in quantitative credit and market risk, covering the credit trading portfolio during the Financial Crisis of 2008. She then transferred to BNPP’s London office, handling risk portfolios during the European Sovereign Crisis of 2010. In the aftermath of the global liquidity and collateral crisis, Shruti worked closely with senior management to spearhead the complete restructuring and implementation of collateral policies for BNP Paribas globally. She then took on the role of COO for BNPP's Repo Sales & Trading desk. Shruti graduated from Cornell University with a degree in statistics and engineering and has a Certificate in Quantitative Finance. Shruti is also a best-selling author with over 50,000 copies sold of a two-volume book on Indian history.
Brad Gibbs is the Comfort and Urry Family Lecturer in Economics at Brown University. Before joining the Brown faculty, Brad lived abroad for 17 years in London, Frankfurt, Johannesburg, and Dubai. He co-founded, and took public on the London Stock Exchange, a sub-Saharan Africa-focused banking group, where he served as Interim CFO and a Member of the Executive Committee, executing acquisitions in seven African countries and overseeing the raising of ca. $900 million of equity, equity-linked and debt capital. Previously, Brad was a Managing Director at Morgan Stanley, where he worked for more than thirteen years executing mergers, acquisitions, and capital markets transactions, across a broad array of industries, totaling more than $100 billion. During his tenure at Morgan Stanley, Brad served as, amongst other roles, Head of South Africa Investment Banking and Head of EMEA Chemicals, Building Materials, and Paper & Packaging. Brad received an MBA from The Wharton School (University of Pennsylvania) and an MAT and a BA in History with Honors from Brown University, graduating magna cum laude and being elected to Phi Beta Kappa during his junior year. He lives in Providence with his wife and two children and currently serves as President of the Board of Trustees of Paul Cuffee School and on the Board of Trustees of The Providence Athenaeum, where he also served as Treasurer.
Aaron is a real estate professional with 4+ years of real estate investment experience. Most recently, Aaron was a Senior Associate at Artemis Real Estate Partners where he was responsible for supporting acquisition and asset management activities. Aaron was focused on the acquisition of both stabilized and opportunistic projects as well as the asset management of the firm’s investments. Prior to Artemis, Aaron worked as an Analyst in the Real Estate Investment Banking group at Morgan Stanley. Aaron is currently an MBA Candidate at Harvard Business School and received a B.S. in Applied Economics & Management with concentrations in Finance and Real Estate from Cornell University.
Dan is an investment professional with significant experience in investment banking and private equity, having closed more than 25 deals throughout his career. Most recently, Dan was a Vice President with Hard Yards Capital, a Washington, D.C.-based private equity firm focused on investments in the national security and defense sectors. Prior to that Dan spent three years as an Associate at Prospect Partners, a Chicago-based private equity firm investing in companies across a range of industries. Prior to that, he was an Analyst in Houlihan Lokey’s Consumer, Food & Retail Group where he worked on a variety of sell-side and buy-side merger & acquisition transactions. Prior to Houlihan, he was an Associate with PwC in Nashville. Dan graduated as a James Scholar from the Gies College of Business at the University of Illinois where he earned a B.S. in Finance and a B.S. in Accountancy. He is a Certified Public Accountant (inactive) and has held the FINRA Series 63 and Series 79 securities licenses.
Most recently, Jessica was an associate in the Carlyle Group's U.S. Buyout Consumer & Retail group, where she focused on evaluating investments, building valuation models, conducting financial analysis and diligence and managing portfolio companies within the consumer and retail space. Before Carlyle, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley, where she advised private equity clients on buy-side, sell-side, public offerings and refinancing opportunities, participating in all transaction phases and all industries. Jessica majored in finance and accounting at Georgetown University, where she graduated summa cum laude, and earned an MBA from Stanford's Graduate School of Business.
Marc’s experience spans investment banking advisory, private equity buyout, minority investing and capital raising across various industries and transaction types and sizes. While at Goldman Sachs and The Carlyle Group in New York City, Marc helped execute $70 billion worth of global M&A and financing transactions in the technology, media, telecom, infrastructure and sports facility finance markets. He earned his MBA, with Honors, from Harvard Business School and his BA in Business Economics, Magna Cum Laude, from Brown University, where he was also a two sport (football and track) and All-Ivy League athlete.
Darwin has worked across Investment Banking and Private Equity for several years. Most recently, Darwin was an associate at Blackstone in their Private Equity practice, investing out of the flagship fund across a variety of industries including technology, healthcare, and media & entertainment. Prior to Blackstone, he served as an analyst at Evercore in their Mergers & Acquisitions group. Darwin is currently completing his MBA at Harvard Business School, and is a graduate of Harvard University where he majored in Statistics and Economics.
Carolyn has over 15 year of experience designing and delivering Professional Skills. She started her career with Deutsche Bank as an emerging markets trader, then transitioned into teaching, and then combined her corporate and academic experiences to provide professional skills training to the financial industry. Carolyn has worked across the globe as well as virtually. Her experience covers early career entrants, experienced professionals wishing to gain additional skills or who are moving into managerial roles, and coaching senior professionals who have a specific individual need they wish to address. She holds an MSc in Occupational Psychology, a Diploma in Executive Coaching and is accredited to use several psychometric tools.
Vishnu has held several positions within Private Equity and Venture Capital, primarily focused on software investing. Most recently, Vishnu was a Partner at SeedToB Capital, an early-stage healthcare fund. Prior to SeedToB, Vishnu was an Associate at K1 Investment Management, a private equity firm focused on investing in B2B enterprise software. Vishnu holds a BA in Economics from Cornell University.
Samantha has a decade of experience across both the buy-side and sell-side of financial markets. She was formerly a Director at Oppenheimer & Co., where she served as an Equity Research associate. Prior to Oppenheimer, she held various roles in the Private Bank at JPMorgan Chase. Samantha holds a BS in Finance, a certificate in Quantitative Finance, and a minor in Mathematics from the University of Colorado at Boulder. She is also a CFA Charterholder issued by the CFA Institute.
Diana is a senior training and development professional with over 20 years of experience in delivery, design and consulting with Fortune 500 companies, universities and colleges in Canada, USA, Europe, and Asia. Diana has worked with organizations in many industries, including finance, legal, healthcare, telecommunications, manufacturing, transportation, natural resources, not-for-profit and governments and crown corporations. She has worked with a variety of professionals, from new hires to seasoned executives, C Suite level, totaling over 20,000 clients to date. In addition, Diana has taught executive education development courses for several universities with great success. Diana holds an MA in Interdisciplinary Studies from Athabasca University, a BA in Sociology from the University of Toronto, as well as a Certified Coaching Professional (CCP) designation.
Marcin has taught investments at both the undergraduate and MBA levels for over a decade. He is currently an Associate Professor of Finance at Providence College. Previously, Marcin worked for Citigroup on their Emerging Markets Desk, trading primarily fixed income instruments. Marcin received his PhD in Finance from the University of South Florida and his MBA in Finance and Corporate Accounting from the University of Rochester.
Sam Kushner has over five years of financial experience in Investment Banking and Private Equity. Most recently, Sam was part of the Technology Investment Team at Owl Rock, where he focused on evaluating investments, building valuation models, conducting financial analysis and diligence, and managing portfolio companies within the software & technology space. Before Owl Rock, Sam was an investment banking analyst in the Technology Group at William Blair, where he advised high growth technology businesses on M&A and refinancing opportunities, participating in all transaction phases. Sam majored in finance and accounting at the University of Iowa, where he graduated with High Distinction.
Dylan has 7 years of private equity and investment banking experience across a variety of industries. Most recently, Dylan was a private equity senior associate at Staple Street Capital. Prior to Staple Street Capital, Dylan was an investment banking analyst at Moelis & Company. Dylan holds a B.S. in Commerce with concentrations in Finance and Accounting from the McIntire School of Commerce, as well as a B.A. in Economics from the University of Virginia.
Andre started his career as a chartered accountant (CPA) with PWC. Once he was qualified, he moved into the commercial field, focusing initially on turnarounds of troubled businesses. With the sound commercial experienced, he moved into Private Equity and Venture Capital, both in emerging markets and developed markets. He has worked extensively for Hanover Acceptances in London building the groups venture capital fund, with a focus on technology around food production and retail. He has conducted training programs for over the last twenty years, in Europe, Asia and in the USA.
Mark has over 6 years of real estate experience, primarily on the institutional buy-side. He started his career at MetLife Investment Management in Whippany, New Jersey and contributed to acquisitions, asset management and international portfolio management. As an Associate Director, Mark assisted on acquisitions and joint ventures covering multifamily, office, retail, industrial and alternative property types. Mark holds a BA in Economics from the University of Pennsylvania and was a member of the Men’s Varsity Lacrosse Team.
Aaron has held investment banking positions ranging from Intern to Director within the Financial Sponsors and Leveraged Finance Group at UBS. At UBS, Aaron worked on all aspects of Sponsor transactions including leveraged buyouts, refinancings, dividend recapitalizations and acquisition financings. In aggregate the transactions Aaron worked on raised over $50bn of debt capital. Aaron holds a Bachelor of Science in Economics from the Wharton School with concentrations in finance and accounting.
Hahn has eight years of experience evaluating and executing investments across investment management, private equity and investment banking roles. Prior to joining Wall Street Prep, Hahn was an Assistant Vice President at Old Mutual Asset Management, a Boston-based holding company of institutional asset managers with over $250 billion in AUM. Prior to OMAM, Hahn was an Associate at Palladin Consumer Retail Partners, a Boston-based private equity firm, and an Analyst at Quadrant Management, a New York family office. Hahn began his career as an Investment Banking Analyst at Macquarie Capital in New York. He is a CFA charter holder and has passed the Series 7 and 63 exams. Hahn holds a BS in Finance from NYU Stern.
Matthew has over ten years of finance, investing and start-up experience, including work at Credit Suisse, Morgan Stanley private equity (Metalmark Capital) and HNA Group. In addition, Matthew was a co-founder of Fast Gourmet Group and worked at Tink Labs, a tech unicorn in Hong Kong. He received his BS in Electrical Engineering from the University of Pennsylvania, MS in Management Studies from MIT Sloan and MBA from Tsinghua University.
Italo Lombardi has held several roles in different Investment Banks in New York, including BNP Paribas, Standard Chartered, and Credit Agricole. As an economist specialized in Emerging Markets, Italo worked as Senior Economist for Latin America at BNP Paribas during a period of fast expansion of their franchise throughout the region. As a Director, and later as an Executive Director, Italo led the Latin America Research team at Standard Charter, playing an important role bridging the bank's growing capabilities in South America with increased interest in that geography by European and Asian clients. At Credit Agricole Italo had a crucial role enhancing the coverage for the Corporate and Institutional client base producing important cross-asset research notes and presentations key during elevated political and economic uncertainties. Before joining the banking sector Italo worked as Emerging Markets economist at Roubini Global Economics, and earlier at Idea Global, two leading consulting firms.
Mostafa has over 15 years of experience spanning investment banking, investment management, and corporate finance, and has worked in various capacities on transactions totaling more than $30 billion. Most recently, Mostafa was the CFO of Mumzworld, the largest e-commerce portal in the Middle East for all things mother, baby, and child. Prior to that, he worked as an investment analyst at a number of long/short hedge funds including Slate Path Capital and Ziff Brothers Investments. Mostafa started his career with UBS as an M&A analyst, where he worked on several high-profile transactions including the LBO of Harrah’s Entertainment and Tribune Company. Mostafa holds an MBA from the Stanford Graduate School of Business, and joint Bachelor’s degrees in Finance and Systems Engineering from the Wharton School at the University of Pennsylvania.
Dan has over a decade of experience in commercial real estate investing and asset management. He is currently the founder and owner of Rockwest Real Estate, an investment and management company that focuses on commercial real estate in the tri-state area. Prior to starting Rockwest, Dan worked for various premier real estate investment companies and owner operators including Madison International Realty, RXR Realty, and The Silverfern Group. Dan holds a BS in Hotel Administration and a Minor in Real Estate from Cornell University.
Cara specializes in delivering training related to Microsoft Excel, VBA, Python, financial modeling, risk measurement, portfolio management and corporate finance. Concurrently, she is a professor of finance and risk management at Queens College, City University of New York. Cara has been on the faculty for over fifteen years and is currently serving as Director of the Graduate Program in Risk Management. She is a published author, writing journal articles and a book titled, Financial Engineering: The Evolution of a Profession, which helps bridge the gap between theory and practical application. Cara has worked in a variety of roles for Merrill Lynch and for a small financial engineering firm. She has worked in marketing and internet engineering and has experience with computer programming as well as curriculum development. Cara also serves on the advisory board for Quantcha and has helped other startup firms, advising founders and developers on financial product valuation, risk management techniques, and portfolio strategy tools.
Daniel has 12 years of buy-side and sell-side experience in multiple roles. He runs DM Martins Capital Management and manages a small team of researchers, writers and editors for several channels on TheStreet.com. Previously, Daniel worked in the network equipment and energy services research teams at FBR Capital Markets (now part of B. Riley Financial) and at Ray Dalio’s hedge fund Bridgewater Associates. Daniel began his finance career in the financial management leadership and corporate audit programs at General Electric. He holds an MBA from New York University with an emphasis in economics and financial instruments and markets.
Jason is currently the Founder and Principal of Fox One Solutions, a finance and accounting consulting firm. Previously, he was an investment banker at Goldman Sachs, where he worked in the Industrials group in New York. He also worked as an investment banker at Arlington Capital Advisors, a boutique consumer-focused firm. Jason’s experience includes serving as the CFO of a large nonprofit organization and as an officer in the U.S. Marine Corps. He earned his MBA with Honors from the Wharton School of the University of Pennsylvania, a MA from the Johns Hopkins University School of Advanced International Studies (SAIS), and a BS with Distinction from the U.S. Naval Academy.
Adam’s diverse career in finance includes investment banking, corporate finance and transaction advisory services consulting. Prior to Wall Street Prep, Adam was a Vice President at McNamee Lawrence & Co., a technology boutique investment bank, where he specialized in M&A and private financings. Adam was also a Senior Financial Analyst at one of the top 10 largest private companies where he assisted the company with its first debt offering. Adam has consulted numerous senior management teams and boards of directors on their M&A strategies. Adam holds Series 7 and Series 63 licenses. Adam received an MBA from Yale, a Master’s of Engineering from MIT and a BS from Virginia Tech.
Jesse most recently worked at Medtronic as a Director of Business Development and Strategy. Prior to joining Medtronic, Jesse worked at Piper Jaffray, where he focused on raising equity capital for private companies, leveraging a network of venture capital, growth equity, sovereign wealth, and hedge funds as well as family offices. Prior to Piper Jaffray, Jesse worked in Fifth Third Bank's private equity group where he was responsible for conducting fund diligence as well as reviewing direct co-investment opportunities. Jesse earned his MBA from the University of Chicago's Booth School of Business and his A.B. in Economics from Harvard University.
Silab has held several prominent investment banking positions in New York, including Associate at JP Morgan, Vice President at Credit Suisse, and Director and Executive Director at UBS. Silab has worked on numerous M&A, financing, capital markets, leveraged buyout, restructuring, and cross-border deals. Prior to investment banking, Silab worked with multinational financial institutions, including Standard Chartered Bank, in corporate banking and structured finance in Asia.
Brian is an entrepreneur and investor with significant experience in private equity and investment banking. Most recently, Brian worked at the private equity firm Helios Investment Partners, as Vice President, leading due diligence and financial analysis on investments across telecommunications, technology, and consumer sectors. Prior to Helios, Brian worked on the corporate development team at iHeartMedia, where he led various strategic initiatives in the media sector. Prior to iHeartMedia, Brian worked as an investment banking analyst at JPMorgan. Brian began his career with Teach for America, serving as a math teacher in Washington, DC. Brian holds an MBA from Stanford and a BS in Economics from Duke.
Kevin Mooers has over seven years of experience in private equity and asset management. He began his career at Goldman Sachs and held numerous roles including advising institutional clients and serving as a quantitative strategist. He also worked briefly as a cofounder of a VC-backed cryptocurrency business. Kevin received a Masters of Finance from the MIT Sloan School of Management, and a B.A. in Business Finance & Economics, summa cum laude, from Seattle University.
Tuck serves as a senior instructor and content development specialist for the investment banking vertical. Previously, Tuck has served as an investment banking analyst in the TMT sector with Guggenheim Securities in New York and Revolution Partners in Boston. Tuck's transaction experience includes buy-side and sell-side M&A, leveraged buyouts, public offerings, and private capital raises for software & services, internet, and digital media companies. Tuck also spent four years as a teacher with Teach for America, and co-founded and managed a venture-backed aquaculture company. Tuck holds a BA in economics and philosophy from Boston College and a Master of Science in Education from Johns Hopkins University.
Femi is currently the Managing Partner at JoTunro Partners, a boutique firm that provides consulting and corporate finance services to select insurance technology (InsurTech) clients. Femi has 7+ years of investment banking experience and has advised various corporate clients on a wide range of mergers & acquisitions and capital markets transactions. He started his career at Deutsche Bank in New York (Financial Institutions Group) and later led origination and deal execution at two other InsurTech-focused boutique investment banks. Femi holds a Master of Business Administration from the University of Chicago Booth School of Business and a Master of Science in Finance degree from Boston College.
Bhavin has over 20 years of experience in financial markets on both the sell side and buy side. He started his career at ABN Amro within the Synthetic Equity Prime brokerage desk as a trader. He then spent 10 years at Barclays as a VP & Director across Hong Kong & London in the Equity secured funding, Treasury, and Delta 1 trading desks. Bhavin holds a Master’s degree in Banking & Option theory and a BA Degree in Economics from Brunel University.
Hewsan Pang has held numerous roles across real estate, including acquisitions, development, and at a venture-backed startup. Most recently, he was Managing Director & Head of Real Estate Growth at Common, a Series D real estate startup. Prior to Common, Hewsan was a Real Estate Developer at Greystar and on the investments team at Veritas Investments. Hewsan holds a BA in Political Science from American University and an MBA from Northwestern University Kellogg School of Management.
Jay is an investment professional and business executive with experience in investment banking, hedge funds and search funds. He is currently the CEO of an aerospace manufacturing company acquired via a search fund. Previously, Jay worked as a senior analyst at multi-billion dollar hedge funds covering the consumer sector. Jay began his career as an Investment Banking Analyst in the Consumer/Retail & Industrial group at Lazard. He holds a BS in Finance and Economics from NYU Stern.
Kyle Chaning Pearce
Kyle is a financial modeling instructor/practitioner with years of experience of project finance modeling training at Investment Banks, Funds, Project Developers, Big 4 Accountancy firms and more. Kyle was previously head of training EMEA at Mazars Global Infrastructure Finance, and trained professionals and students in project finance financial modeling around the world with project finance consulting firm Corality.
Alfredo has spent the last 24 years in the trading room at Bayerische Landesbank (BLB NY), with extensive institutional banking experience in Asset/Liability Management, Fixed Income Trading and GIC Issuance. During his tenure at BLB NY, his charges included Lead Portfolio Manager for all US prepayment-sensitive securities and heading up the Municipal Reinvestment (GIC) business. He was also a permanent voting member of the Asset-Liability Oversight Committee. His experience also includes MTN issuance, structuring, derivatives, collateral management, and liquidity pricing. Prior to BLB, he was part of New York Life’s Stable Value Group. Alfredo holds a BA in Biology from SUNY, Plattsburgh.
Mark has been teaching and training individuals for both the buy and sell side for over 25 years. He started his career in Commercial Banking then migrated into training programs for Robertson Stephens in the 1990s during the height of the tech boom. While on the faculty at Babson College, MIT, and Boston College, Mark spent over 15 years as Lead Instructor for the Boston Security Analysts Society’s Chartered Financial Analyst Review Program. Mark earned a Ph.D. in Finance from the University of Massachusetts - Amherst and has received several awards for outstanding teaching.
Zach is a former investment professional with experience in private equity and investment banking. Most recently, Zach was an associate at Warburg Pincus in the Industrial & Business Services group where he focused on evaluating investments, building valuation models, conducting financial analysis, and managing portfolio companies. Zach is an alumnus of The University of Pennsylvania Wharton School where he graduated Summa Cum Laude and Beta Gamma Sigma with a B.S. in Finance and Economics.
Most recently, Caroline was an associate at Capitol Peak Partners, a consumer-focused middle-market private equity firm, where she focused on evaluating investments and working closely with portfolio companies. Prior to Capitol Peak, Caroline was an associate at ZZ Capital International, a generalist private equity firm. Caroline began her career as an analyst in the Consumer & Retail Investment Banking group of Bank of America Merrill Lynch where she was actively involved in several transactions covering M&A, equity, and leveraged finance. Caroline received her MS in Finance and BS in Finance, magna cum laude, from the University of Florida.
Previously Jay was a Vice President at HKW, a lower-middle market private equity fund focused on business services. Prior to HKW, Jay held several principal investing roles at Parallaxes Capital / Lone Star Funds and started his career at Credit Suisse as an investment banking analyst in the technology group.
Alex was an investment banker in J.P. Morgan’s Financial Institutions Group (FIG) for 4 years, leaving as a VP and Staffer in 2020. During his time at J.P. Morgan, he advised GSEs, fintechs, specialty finance companies, and alternative asset managers on sellside / buyside M&A, equity / debt underwriting and other strategic assignments. Alex holds a JD from Harvard Law School and BS in Accounting from SUNY Geneseo.
Dan has worked on the management of fixed income and equity portfolios at major banking institutions such as Morgan Stanley and Credit-Suisse and at hedge funds such as Point 72 Asset Management and Light Sky Macro, LP, over a twenty-year career. He has served as a Chief Risk Officer and Head of Risk Modeling for institutional portfolios during his banking career. At buy-side firms, Dan served as a Senior Quantitative Risk Manager and as a Chief Risk Officer. Dan earned his Ph.D. in Economics at the Massachusetts Institute of Technology on a National Science Foundation Fellowship. Prior to his graduate studies, Dan was a Distinguished Graduate from the United States Military Academy.
Scott has over a decade of experience in financial services across the buy-side, sell-side and strategic advisory. He was a member of the Century Equity Partners team where he served in numerous board-level roles, developed and evaluated investment opportunities in the financial services sector, and provided financial, operational and strategic support to select portfolio companies. Prior to joining Century, Scott was a member of the Technology Services investment banking group at Raymond James where he focused on mergers & acquisitions, equity and debt financings, and strategic advisory. Scott graduated from Bowdoin College where he earned a B.A. with a double concentration in Economics and Government and captained the Varsity Football team.
Dwayne is a finance professional with 18 years of experience in investment banking and corporate strategy. Prior to joining Wall Street Prep, he was an SVP of Corporate Strategy for Citizens Financial Group where he played a key role in all of the Bank’s strategic transactions. In addition, Dwayne was a Director of Investment Banking for Stifel Financial in NYC for 10 years where he worked on both buy-and-sell side M&A, IPO’s, debt and equity offerings and going-private transactions. During the Financial Crisis, he served as an advisor to various U.S. government agencies, including the U.S. Treasury and the FDIC. Dwayne has an MBA from Rutgers University and is a CFA, CFP® and CAIA charter holder.
Deepak Sarpangal is the Managing Member of Sarpa Holdings and has nearly twenty years of diverse investment experience. Prior to founding Sarpa, he was a Partner and founding member of the investment team at Marcato Capital Management, which during his tenure was recognized as S&P Capital IQ’s Best Emerging Manager of the Year, Institutional Investor’s Emerging Hedge Fund Manager of the Year and Absolute Return’s U.S. Equity Fund of the Year. Previously, Deepak worked at leading multi-strategy firms, including as a Principal at Capricorn Investment Group and investment professional with Farallon Capital Management. Earlier, Deepak was with Goldman Sachs’ Principal Investment Area in New York and London, where he evaluated and executed private equity and mezzanine investments and served as a portfolio company Board Observer. He earned a BA in Molecular and Cell Biology from the University of California, Berkeley, an MA in Education from the Stanford Graduate School of Education and an MBA from the Stanford Graduate School of Business.
Shashank has over 18 years of corporate and investment banking experience having worked with leading banks in Singapore, New York and Mumbai. He started his career with Lehman Brothers in their Global Power and Utilities investment banking team and since then has held various positions at Deutsche Bank, Standard Chartered and Bank of America. He has extensive product expertise structured lending, shipping and aviation finance, risk management and treasury solutions, trade finance, M&A advisory, project finance and capital markets solutions. Shashank holds an MBA from the Goizueta Business School at Emory, has passed the CFA examinations, and also holds a Chartered Accountant degree from India.
Michael has over 30 years of sellside and buyside financial market experience. He most recently co-founded Carlton Credit Partners, a private credit investment platform. Prior to that Michael served as Managing Director and Investment Committee member of Morgan Stanley’s private credit business. He also served as a High Yield research analyst at Merrill Lynch and as a Vice President in Healthcare Investment Banking at JP Morgan. Michael earned a BS in Finance from Bentley University and an MBA from Columbia University. He is a FINRA-registered representative with Pickwick Capital Partners.
Carl provides strategic consulting and financial advisory services to companies going through accelerated growth or transition. His experience extends to appraising business enterprises and intangible assets for corporate transactions, litigation, and other general purposes in distressed and non-distressed capacities. He has significant experience in intellectual property matters, having valued intellectual assets or quantified IP damages in over a dozen intellectual property disputes involving sole proprietors, middle-market, Fortune 500 companies, and celebrities. He is a current or past member of the American Institute of Certified Public Accountants, Association of Certified Fraud Examiners, Turnaround Management Association, American Society of Appraisers, Association of Insolvency and Restructuring Advisors, and American Bankruptcy Institute.
Gaurav was a trader on the Delta One and Treasury Synthetic Derivatives desks at Citigroup and has experience trading synthetic swaps, rate locks, and fx. He holds a BS in finance and statistics as well as a double minor in computer science and mathematics from NYU Stern.
Scott Soutter is a Fixed Income Trader and Portfolio Manager with 12 years’ experience and a demonstrated history spanning sell-side flow and proprietary trading- across Emerging Markets, High Yield, and Credit Derivative product spaces. He serves as the Head of Fixed Income Trading for a global financial services firm in London, and prior to this worked for Bank of America as an EM Fixed Income Trader, followed by Senior Trading and Portfolio management roles at Commerzbank, Providentia Capital LLP and Shuaa Capital in Dubai. Scott holds a first-class BA Honours in Business Management from the University of Essex.
Wesley Sparr has held several investment banking and private equity positions over the last six years as analyst, associate, and senior associate. Most recently, Wesley was senior associate at Search Investment Group where he supported entrepreneurs and independent sponsors on deal sourcing, due diligence, and capital raises. Wesley previously worked as a private equity senior associate at Corridor Capital, focusing on entrepreneur or independent sponsor-backed lower middle market business services companies. Prior to Corridor, Wesley worked at Evercore Partners as an investment banking analyst where he supported M&A and restructuring transactions in the Oil & Gas industry. Wesley attended the University of Texas at Austin where he received a BBA in Finance in the Business Honors Program.
Before joining Wall Street Prep, Michael was Director of Product Development at DICK’S Sporting Goods, Inc. Prior to attending business school, he was an Associate at Warburg Pincus, a global private equity firm with more than $44 billion in assets under management. He began his career at PJ Solomon, a boutique investment bank, as an analyst advising clients primarily on M&A transactions. He is a graduate of the University of Pennsylvania and holds an MBA from Harvard Business School.
Alex Stoyanov has 13 years of investment banking experience, with a main focus on mergers and acquisitions and the oil & gas sector. Alex began his career at Lehman Brothers in New York (later acquired by Barclays), before moving to Goldman Sachs in their Houston and London offices. Currently, Alex is focused on investing in growth companies across various sectors, including cryptocurrencies, real estate, healthcare, and technology. Alex has graduated with MBA from Columbia Business School in New York and is a CFA charterholder.
Prior to joining Wall Street Prep, Sandya held a variety of roles across finance, consulting, strategy, and most recently for Facebook, where she looked at new market and product opportunities and worked on international expansion within Marketplace. Prior to Facebook, Sandya worked at Walmart eCommerce and McKinsey. Before business school, she started her career with Teach for America and worked in investment banking and private equity with Lehman Brothers and Insight Venture Partners. Sandya also worked for the City of New York, running a workforce development pilot program to reduce poverty. Sandya completed a joint MBA and Master's in Public Policy at the University of Chicago Booth School of Business and Harris School of Public Policy and finished her undergraduate studies at The George Washington University.
Abdul has held several different equity research positions across the Industrials and Consumers coverage groups. He started his career at Goldman Sachs where he was a credit risk analyst for nearly two years, as part of their industrials credit research group, before transitioning to J.P. Morgan. Abdul studied Finance and Statistics at York University in Toronto, Canada, and is a CFA charterholder.
Brad Tradonsky spent over six years in Investment Banking and Private Equity prior to joining Wall Street Prep. Most recently, Brad worked as a Private Equity investor for the Canadian Pension Plan Investment Board, where he was responsible for evaluating leveraged buyouts in the technology sector. He previously worked for Evercore as an IB analyst and associate, covering Healthcare with a focus on Biotechnology. Brad graduated Magna Cum Laude from the University of Southern California with a B.S. in Business Administration and a B.A. in Economics.
Lindsay is a California real estate broker and investor with 8 years of real estate transaction experience. Most recently, Lindsay served as Vice President of Capital Markets at Jones Lang LaSalle where she specialized in shopping center investment sales. Prior to Jones Lang LaSalle, Lindsay began her real estate career as an analyst and transaction manager at Colliers International, and then transitioned to a more senior role as Associate Vice President and Director of the shopping center division at Matthews Real Estate Investment Services. Lindsay holds an MBA from the University of Southern California Marshall School of Business and a B.S. in Business Administration with emphasis in Cinematic Arts from the University of Southern California.
Dave has held several investment banking and buy-side positions, primarily focused on financials and FinTechs. He started his career at Morgan Stanley providing internal advisory and execution on firm strategy and M&A to senior management. Most recently, Dave was an Investment Director for SoftBank’s LATAM fund focused on fintech and software. Dave holds a BA in Statistics from Harvard University.
Brian has over 12 years of experience working on Wall Street in investment roles at hedge funds and in investment banking roles. He was formerly a Research Analyst for Halcyon Capital where he led the investment process on various distressed credit and short selling opportunities. Prior to Halcyon, Brian was a Vice President at Silverpeak Credit Partners where his contributions on distressed credit opportunities helped grow AUM from $0mm to $300mm. Prior to Silverpeak Credit Partners, Brian was an Investment Analyst for FrontFour Capital where he invested across the capital structure on various special situations. Prior to FrontFour Capital, Brian was an Investment Banking Analyst in the Leveraged Finance energy team at Barclays Capital where he worked on numerous power and oil & gas M&A and restructuring transactions including TXU. Brian holds a BS Finance degree from New York University’s Stern School of Business and is a CFA Charterholder.
Jim is an investment professional with 12 years of institutional and entrepreneurial business experience. Most recently, Jim was the founder of The JFW Group, where he advised private investor and startup clients. Prior, Jim was an associate at Goldman Sachs & Co., where he executed full-capital stack real estate investments. Prior, Jim worked as an analyst at The JBG Companies, where he managed large-scale, mixed-use real estate developments. Jim holds an MBA from the Wharton School, University of Pennsylvania, and a BBA from the University of Notre Dame.
Shesi Xie, has 10+ years of experience in the social infrastructure and transportation sectors. She has extensive experience in project finance, asset privatizations, infrastructure commercial strategy, and public private partnerships. Prior to founding SXM Strategies, Shesi was a Vice President in KPMG’s Infrastructure Advisory Practice and was the financial and commercial advisor to various public agencies for their alternative delivery programs. Her work consisted of project screening, financial analysis, financial modeling, term sheet negotiation, and commercial structuring advice for public and private sector clients.