Asset Management Interviews, Stock Pitches & Networking
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.
What's included
My approach combines investment analysis, live practice, and direct feedback. We focus on how you reach a conclusion and how clearly you can explain and defend it. Before our first session, send your resume, target roles, recruiting timeline, and any investment pitch or research you have already prepared. We’ll identify your strongest experiences and the gaps most likely to matter in interviews. Across four private 60-minute video sessions, you’ll develop and present an investment idea or manager-research case. I’ll question your assumptions, examine the evidence with you, and help you improve both the analysis and the presentation. Expect questions such as: What does the market appear to believe? Why might your view be different? What could go wrong? How does this fit into a portfolio? What evidence would change your mind? My style is supportive and candid. You’ll practice answering aloud, handling uncertainty, and acknowledging what you don’t know. Between sessions, you’ll complete focused assignments, such as revising your thesis, testing a valuation assumption, or improving an outreach message. I draw on experience managing family-office capital, running an investment firm, investment banking, and public-company board service. We’ll connect interview preparation to the actual decisions investment professionals face. The package includes two hours of preparation, document review, and written feedback outside our calls. Where your preparation and goals align with a relevant relationship, I may also consider a personal introduction or referral. These are discretionary, and interviews or employment outcomes are not guaranteed. Our goal is for you to leave with stronger investment judgment, a credible work sample, and a clearer approach to your search.
- A stronger resume and a clear explanation of your investment interests, experience, and target roles.
- A concise investment pitch or manager-research memo supported by evidence, valuation or performance analysis, and downside considerations.
- Greater confidence defending assumptions and answering investment-related follow-up questions.
- Several investment memos that articulate the opportunity, valuation, downside, and portfolio fit.
- Written mock-interview feedback and a prioritized preparation plan.
- A framework for discussing portfolio fit, position sizing, liquidity, risk, and reasons to change your view.
- A focused target-firm list, personalized outreach messages, and consideration for relevant personal introductions when fit and readiness support them.
Meet your expert
Andrew G.
Asset Management Coach | CFA, Columbia MBA & Hedge Fund/Family Office
My background is a combination of military leadership, institutional finance, entrepreneurship, and coaching. I graduated from the United States Military Academy at West Point, served as an Army officer, earned my MBA from Columbia Business School, and became a CFA charterholder. Professionally, I have worked across investment banking, hedge funds, private equity, family office investing, capital markets, and public-company board service. I have also founded and built businesses, advised companies, raised capital, evaluated investments, and worked with executives, entrepreneurs, investors, and students at different stages of their careers.
