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Where are the damn jobs? And why is it that way?
Why most funds do not hire straight out of undergraduates?
Which funds hire on-cycle?
Can I just take my answers for one fund and use it on another?
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• A two-pronged approach: product and distribution
• My 10 pieces of advice for you
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• How to use 13-Fs to ascertain a fund’s investment style
• Case study: 13-F analysis on three differently styled funds
• How to “scale out” from a fund you know to build a list of similarly styled funds
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• How to Google
• Case study: Google analysis of a multi-billion fund
• Must use all public sources: Twitter, Whalewisdom, finance forum, podcast / publications
• Understanding lineage: Tiger Cubs, etc.
• Case study: How to uncover valuable intel from a fund’s public filings
• Stock idea-driven networking using Whalewisdom
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• Whom should I reach out?
• Ways to find buy-siders contact information
• My tips on etiquette before, during, and after the networking
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• 10 ways to stay top of mind
• Building your “lifetime CRM (customer relationship management)”
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• Internet: building a brand on Twitter/X, Substack, VIC/SumZero, podcast
• In-person events: investment conferences
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• Product issue (stock idea-related)
• Distribution issues and how to resolve them: overly high expectations, content-audience mismatch, and personality issue
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The 2 paths: portfolio analyst vs. centralized research
How to gather fund intel from Morningstar, annual report and prospectus
Case Study: Analysis on two 5-star Morningstar mutual fund products using Morningstar, Annual Report and Prospectus
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Understanding your information advantages
How to fly under your MD’s “radar”
How to stay compliant when you source buy-side jobs
How to optimize your exposure to aligned buy-siders at client events
How to maximize value-add to buy-siders
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Why are they the way they are?
My experience with recruiters
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Answers to enrollees' questions