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S E135: E135: Ultra High Net Worth Portfolio Management to CorpDev
סדרה בארכיון ("עדכון לא פעיל" status)
When? This feed was archived on May 20, 2022 15:28 (). Last successful fetch was on April 18, 2022 16:43 ()
Why? עדכון לא פעיל status. השרתים שלנו לא הצליחו לאחזר פודקאסט חוקי לזמן ממושך.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 275658809 series 2583533
In this episode, CorpDevWestCoast shares his path experiencing several 6-month long internships during undergrad to landing in portfolio management at a firm that deals exclusively with ultra high net worth clients. We learn about the investor allocation or fund of funds world, the ugly side of wealth management, how he showed a genuine passion for PWM to survive recruiting as well as what came out of over 300+ applications. Listen to why he decided on the MBA and the importance of optionality early in your career.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
198 פרקים
סדרה בארכיון ("עדכון לא פעיל" status)
When? This feed was archived on May 20, 2022 15:28 (). Last successful fetch was on April 18, 2022 16:43 ()
Why? עדכון לא פעיל status. השרתים שלנו לא הצליחו לאחזר פודקאסט חוקי לזמן ממושך.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 275658809 series 2583533
In this episode, CorpDevWestCoast shares his path experiencing several 6-month long internships during undergrad to landing in portfolio management at a firm that deals exclusively with ultra high net worth clients. We learn about the investor allocation or fund of funds world, the ugly side of wealth management, how he showed a genuine passion for PWM to survive recruiting as well as what came out of over 300+ applications. Listen to why he decided on the MBA and the importance of optionality early in your career.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
198 פרקים
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