Description

Learn to research an investment, defend your conclusions, and communicate your judgment in asset-management interviews. Work directly with Andrew Glaze, CFA—a former family-office investment executive, investment-firm founder, Columbia MBA, and public-company director—to strengthen your investment thinking, interview performance, and professional positioning. This package includes four private 60-minute sessions plus two hours of preparation, document review, and written feedback. We tailor the examples and emphasis to your target role, whether in equity research, investment management, manager research, or a family office. SESSION 1 — YOUR INVESTMENT STORY AND TARGET ROLES Refine your resume, background walkthrough, and explanation of why you want to manage or research investments. Identify the firms, strategies, and roles that fit your experience. We’ll assess your current knowledge and select an investment or manager-research case to develop throughout the program. SESSION 2 — RESEARCH, VALUATION, AND INVESTMENT THESIS Build a structured investment argument: what the business or strategy does, why the opportunity exists, what expectations are reflected in the price, and what could change the outcome. For public-equity candidates, we’ll examine financial statements, business quality, valuation, catalysts, and downside scenarios. For allocator or manager-research candidates, we can substitute an assessment of a fund’s process, performance, fees, incentives, liquidity, and risks. SESSION 3 — PITCH DEFENSE AND PORTFOLIO JUDGMENT Present your investment pitch or manager recommendation and respond to challenging follow-up questions. We’ll discuss portfolio fit, position sizing, concentration, liquidity, benchmarks, and what would cause you to change your view. You’ll practice distinguishing a good business from a good investment and a persuasive narrative from supported analysis. SESSION 4 — MOCK INTERVIEW AND NETWORKING PLAN Complete a mock interview combining your background, investment discussion, technical questions, and judgment under uncertainty. We’ll review your remaining gaps, sharpen outreach messages, and establish a practical plan for approaching target firms and continuing your preparation. PERSONAL NETWORK Where there is a relevant relationship and I can confidently recommend you, I may make a personal introduction or referral within my network. We’ll first work on the preparation and positioning that make that conversation worthwhile. You’ll leave with a more credible investment presentation, direct feedback, and a focused plan for pursuing your target roles.