The Wall Street Skinny

Send us a textToday is part II of our "intro to crypto" series.  We're back with Chris Newhouse to discuss breaking into careers in the digital currency space, the evolution of both layer I and layer II technologies within the defi ecosystem, derivatives trading and the evolution of new platforms to support broader institutionalized moneymaking opportunities.  A great conversation for anyone who is interested in understanding crypto trading mechanics, curious in how to start a career in the industry, or wondering whether the crypto culture in real life bears any resemblance to the wild stuff you might see on social media!For a 14 day FREE Trial of Macabacus, click HERE For 20% off Deleteme, use the code TWSS or click the link HERE!  Our Investment Banking and Private Equity Foundations course is LIVEnow with our M&A course included! Shop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Send us a textBitcoin is at an all-time high. New digital currency ETFs are coming to the market, broadening access to and increasing the legitimacy of an asset class that very few people truly understand. So we quickly caught up with our cryptocurrency expert Christopher Newhouse, DeFi Analyst at Cumberland Labs, to ask: what the heck is going on in crypto??In this episode, we discuss not only the current state of the market, but also give listeners a bit of a crash course in how these cryptocurrencies are used, the scope of the ecosystem, and a quick explainer on the differences between some of the big names you may have heard of.This is part one of a two part series. Next week we will bring Chris back on for a deeper dive into the evolution of careers in the crypto space, layer two economies, and the institutional framework supporting the future of crypto trading.For a 14 day FREE Trial of Macabacus, click HERE For 20% off Deleteme, use the code TWSS or click the link HERE!  Our Investment Banking and Private Equity Foundations course is LIVEnow with our M&A course included! Shop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Explore the world of private wealth management with insights from Tony Abbiati, discussing the business model of RIAs, challenges of the ultra-rich clients, breaking into the industry, and crazy client service stories. Learn about managing substantial assets, career opportunities in wealth management, unique requests from high net worth individuals, and the importance of human insight in financial affairs.

Send us a textBack by popular demand!!  We continue a listener favorite: the finance of "Succession", the hit HBO series. We explore the hot topics of private equity, venture capital, mergers & acquisitions, hostile LBOs, and MORE through the lens of one of our all-time favorite shows.   Even if you watched the show and loved it, you might not have understood all of the finer points!  We are here to break down the key corporate finance plot points driving the drama. Catch up on the finance of Succession Season 1:on Apple:https://podcasts.apple.com/us/podcast/a-deep-dive-into-the-finance-of-hbos-succession-season-1/id1680425507?i=1000617362848on Spotify:https://open.spotify.com/episode/0WZmy82wGfoYigQOOHtDx0?si=BF2K9NGoRNO4H1rLAbhk8gFor a 14 day FREE Trial of Macabacus, click HERE For 20% off Deleteme, use the code TWSS or click the link HERE!  Our Investment Banking and Private Equity Foundations course is LIVEnow with our M&A course included! Shop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Explore the basics of project finance and infrastructure investing in this episode. Learn about career paths in Investment Banking and Private Equity, and the importance of relationships and mentors in the industry. Hear about a remarkable story of loyalty and support when moving between prestigious firms. Discover the complexities of project financing and the transition to healthcare investments at Carlisle Group.

Send us a textToday as a followup to last week's episode where we sat down with two doctors, we are chatting with two investors in the Healthcare Private Equity space, not only talking about that segment of the investment community but also answering the mountain of questions we’ve gotten from listeners who ARE doctors and want to pivot into the world of finance but don’t know how.  Rahul Culas is Partner at 1585 Healthcare, an investment firm focused on healthcare services investments.Formerly, Rahul was a Partner and Managing Director at The Carlyle Group, where he co-headed funds dedicated to energy investments. Prior to Carlyle, Rahul was Head of Structured Power Finance at Morgan Stanley. Earlier in his career, he worked at Goldman Sachs in the Fixed Income Currency and Commodities Division.Rahul graduated with a Bachelor’s in Mechanical Engineering from the Indian Institute of Technology (“IIT”), Bombay, and a Masters in Human Computer Interaction from the School of Computer Science at Carnegie Mellon UniversityJulie Kim is Partner at 1585 Healthcare.Formerly, Julie was a  Principal at The Carlyle Group, where she played the dual role of being on the investment side as well as the Chief Operating Officer of funds dedicated to energy investments. Prior to Carlyle, Julie was an associate in Project Finance at Morgan Stanley. Earlier in her career, she worked in the Equity Derivatives group in Equity Capital Markets at Morgan Stanley.Julie graduated from MIT. For a 14 day FREE Trial of Macabacus, click HERE For 20% off Deleteme, use the code TWSS or click the link HERE!  Our Investment Banking and Private Equity Foundations course is LIVEnow with our M&A course included! Shop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Send us a textMany ambitious young people (Kristen included) consider pursuing a number of prestigious careers outside the financial services industry, and medicine often tops the list.  Today we are joined by two incredibly accomplished doctors --- Dr. Bella Avanessian,  a board certified plastic surgeon with a focus on gender affirmation, and Dr. Nisha Narayanan, a pediatric ER doctor, double board certified in pediatrics and pediatrics ER. --- to get an in depth understanding of the educational path, the costs, the compensation, the sacrifices, and the payoffs of becoming a doctor in America.  We talk about the tough choices facing young people considering a career in medicine and the resulting brain drain out of the field.  Part 1 of a two-part series where we will subsequently explore the field of Healthcare PE, this is a must-listen episode for anyone curious to understand the role of doctors in the American healthcare system.   Dr Bella Avanessian is a board-certified plastic and reconstructive surgeon who specializes in gender-affirming surgery. She is an Assistant Professor of Surgery at Mount Sinai in New York. She received a BS in biomedical engineering and her medical degree from Brown University. She completed her residency training in Plastic & Reconstructive Surgery at Brown University/Rhode Island Hospital. She then trained as the inaugural fellow in the nation’s first Transgender Surgery Fellowship at Mount Sinai. She is a member of the Alpha Omega Alpha (AOA) Medical Honor Society, American Society of Plastic Surgeons (ASPS), and the World Professional Association for Transgender Health (WPATH).Dr. Nisha Narayanan specializes in pediatric emergency medicine. She is an Assistant Professor of Clinical Emergency Medicine and Clinical Pediatrics at New York Presbyterian- Weill Cornell Medicine. After receiving her B.A. from the University of California, Berkeley, she obtained her medical degree at the George Washington University School of Medicine with a concentration in Health Policy. She completed her pediatrics residency at the University of California, Irvine- Children’s Hospital of Orange County and subsequently completed a fellowship in pediatric emergency medicine at the New York University School of Medicine- Bellevue Hospital Center. Dr. Narayanan is the co-founder of Team Kid Power, an international non-profit that promotes pediatric cardiometabolic health in underserved communities. She is the primary investigator of a multi-site, school-based academic-community intervention to help implement diet and exercise policy in underfunded schools. She has received numerous awards for her work. Dr. Narayanan has co-authored more than 15 publications and book chapters. Her interests include community engagement, health policy, child abuse, and quality improvement.For a 14 day FREE Trial of Macabacus, click HERE For 20% off Deleteme, use the code TWSS or click the link HERE!  Our Investment Banking and Private Equity Foundations course is LIVEnow with our M&A course included! Shop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

This podcast episode spills the secrets on how compensation works on Wall Street, including how to negotiate your pay, how pay cycles work, what a bonus actually is, and how to position yourself for the optimal career path. It also explores the significance of staying informed about market trends and pay transparency, discusses the concept of bonuses and deferred stock, and provides insights into negotiation strategies for better compensation.

Send us a textToday we take a deep dive into Private Equity  --- specifically, Lower Middle Market PE.  We sit down with experienced investor A.J. Tracey and discuss topics ranging from "what is the traditional path to PE?" to "what is a day in the life like?", and  "how important is the name of the college or firm you're coming from?".  We explore the differences between megafunds and MM/LMM PE as it pertains to investment strategy, nitty gritty of the job, and recruiting methods.  We also discuss the economics of pay, GP catchup, blind pools, when and how PE firms start collecting fees, and more. If you have ever considered working in PE or wanted to understand the world of Private Equity, THIS is the episode for you!A.J. is currently in investor with Cartess Investment Partners, a lower middle-market private equity firm focused on investing with exceptional operators in the paper, packaging and food industries. Prior to joining Cartess, A.J. was a Principal with AGR Partners and a Vice President with Kainos Capital where he focused on investments in the agriculture and food industries. A.J. began his principal investing career as an Associate with CIC Partners. A.J. has an MBA from the Kellogg School of Management at Northwestern University and a BA from Brown University. A.J. resides in Southlake, TX with his wife and two children.For a 14 day FREE Trial of Macabacus, click HERE For 20% off Deleteme, use the code TWSS or click the link HERE!  Our Investment Banking and Private Equity Foundations course is LIVEnow with our M&A course included! Shop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Nate Wasson, co-founder of growth equity firm Hal-Bar Partners, explains the little-known but highly profitable niche of Private Equity 'search funds'. They discuss entrepreneurship through acquisition, the role of family offices, values-based investing, and Nate's personal journey. Also covered are the power of networking, the impact of tree canopies on urban centers, and decarbonization strategies.