Hedge Fund Coaches, Events, and Resources

I'm currently a CIO, Portfolio Manager at a hedge fund and have spent my career across investment banking, consulting, venture capital, and buy-side investing. I help aspiring and early-career investors think more clearly about markets, stock selection, and portfolio construction. Whether you’re preparing for a hedge fund interview, refining a stock pitch, or developing your own investing framework, I focus on how professional investors actually evaluate ideas. We can work through thesis development, valuation logic, risk analysis, position sizing, and how to defend an investment under pressure. I also help candidates prepare for buy-side interviews with practical mock sessions. These sessions are direct, practical, and grounded in real-world investing and not theory.

I help early- and mid-career investment professionals break into, advance within, and reposition themselves for hedge fund, quantitative, systematic, quantamental, multi-asset, and portfolio-management careers. I bring 15+ years of institutional investment experience, including 10 years at AQR Capital Management, combined with an MS in Financial Mathematics from Stanford University. My experience spans multi-asset portfolio management, quantitative investing, derivatives and options, portfolio construction, and investment risk management. Because I have worked inside a highly quantitative investment organization, I understand what sophisticated investment firms look for beyond a résumé: investment judgment, quantitative ability, differentiated thinking, portfolio-construction skills, risk awareness, and the potential to become a successful PM or senior investment professional. I work with candidates at different stages from quantitative analysts and investment researchers seeking their first buy-side opportunity to experienced professionals positioning themselves for PM-track, quantamental, systematic, multi-asset, or hedge-fund roles. My coaching focuses on the questions that matter most: What role is actually the best fit for your background? How should you position yourself to top investment firms? What does your current experience say about your PM or investment research potential? What gaps are preventing you from reaching the next level? And how do you turn your experience into a compelling investment story? My objective is to help my clients build a differentiated and fulfilling investment career.

Welcome to my profile! With extensive experience in career coaching in Quant Finance, I am here to help you navigate the competitive world of hedge funds. As the former Executive Director and Director of Careers at the TOP RANKED UC Berkeley Masters in Financial Engineering (MFE) program. I have placed over 500+ students and professionals at hedge funds like Citadel, Point72, Cubist and more. I currently lead a community dedicated to advancing careers in quantitative finance, offering personalized coaching for Quantitative Finance , resume reviews, and strategic career planning through QuantMinds. My previous roles at UC Berkeley's Haas School of Business and Stanford GSB have equipped me with a deep understanding of the finance industry and the skills needed to succeed. Let's work together to achieve your career goals in the hedge fund industry!

My hedge fund knowledge isn't secondhand — I've worked inside them, run money for them, allocated to them, and built one from the ground up. Most recently I was a senior analyst on a Japan market-neutral pod at Millennium, one of the world's premier multi-manager platforms, generating ideas under some of the tightest risk discipline in the business. Earlier, I ran my own book as a portfolio manager at Horizon. In between, I founded a hedge-fund allocation practice for family offices, conducting due diligence on 100+ managers globally — so I know precisely what allocators reward, and why most funds never scale. And as co-founder and SFC Type-9 Responsible Officer of a licensed asset manager, I built a firm's operations and compliance from zero in addition to my frontline responsibilities. That 360-degree view is what I coach from. Breaking into a platform, surviving the pod-shop pressure cooker, making the analyst-to-PM leap, pitching allocators, or launching your own shop — I've done each of these myself, and I've trained and mentored analysts and associates through the early steps. The industry looks opaque from the outside; from the inside, it runs on patterns I've spent two decades learning, often the hard way. Tell me where you want to go, and I'll tell you honestly what it takes.

Over the course of my 19-year hedge fund career, I have had the opportunity to mentor and develop several high potential associates, analysts, and managers. This included detailed development work and training in fundamental analysis to performance coaching oriented toward decision making. Alongside these "hard skills," I helped my mentees navigate the complex and rapidly-evolving hedge fund landscape as they launched new ventures, negotiated salaries, and succeeded within firms with varying cultures. My experience spans single manager funds, multi-manager funds, and new launches, and I have worked with team mates at all experience levels: new college graduates, investment banking analysts, and private equity associates who were breaking into the industry to 20-year veterans what were leveling-up to managerial roles. I am proud to say that I maintain a close mentorship relationship with all of the investors who worked on my team, and career development is the most fulfilling dimension of my career. They have all gone on to be very successful in the industry as well! I look forward to coaching and mentoring for the rest of my career, and I hope to expand the impact that I have on the rising stars of the hedge fund industry.

I help candidates break into hedge funds, quant research, and systematic trading by translating strong technical or finance backgrounds into buy-side-ready profiles. This includes profile analysis, gap identification, upskilling guidance, narrative re-branding, and targeted networking and application strategies. At Carnegie Mellon, I coached 90+ MFE students & grads to land roles in 30+ leading hedge funds and multi-manager platforms including Citadel, Point72, AQR, Squarepoint, and Balyasny - while also leading recruitment info sessions and speaking with hiring managers as Associate Director of Career Services for the MSCF (Computational Finance) program. If you want clear, structured guidance to break into the buy side—without guesswork or generic advice—let’s take a close look at your profile and next steps.