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’m an investment professional with 10+ years across hedge funds, private equity–style investing, and structured/alternative credit, currently at Kawa Capital and previously at Obra Capital, Hudson Structured Capital Management, and Canyon Partners. My background combines hands-on deal work, portfolio management, and investment due diligence with direct involvement in recruiting and mentoring analysts and associates trying to break into buy-side roles. I draw on an MSc in Finance & Private Equity from the London School of Economics and a BA in Economics & Mathematics from Cornell University to help candidates sharpen their technical skills, tell a coherent story, and target the right platforms and strategies for their profile. As a coach, I focus on practical, no-nonsense guidance on resumes, networking, and interview prep so you understand how investors actually think and can position yourself competitively in a crowded hedge fund and private equity recruiting market.

Welcome to my profile! With over 15 years of experience in leadership development, I've had the privilege of coaching hundreds of individuals to enhance their leadership skills and achieve their professional goals. My background includes Global Head of Leadership Development roles at The D. E. Shaw Group and Goldman Sachs, where I coached leaders in trading, investment banking, engineering, and support functions. I work with markets professionals to help them to navigate emotions around risk tolerance and drive idea velocity. Feel free to reach out for a consultation to explore how I can help you to reach your full potential!

Welcome to my profile! How can we prepare you for the next step? I have over a decade of experience in the finance industry, including roles as an Investment Analyst at Sylebra Capital, an Associate at Francisco Partners, and an Investor at Lightspeed. I bring a wealth of knowledge to my coaching practice and can to speak to (i) best practices for equity research analysts (ii) preparing for management/expert calls to extract the most during the diligence process, (iii) horizontally transitioning into roles with limited experience and, (iv) tips for getting into grad school. I am a CFA Charterholder and have an MBA from Columbia Business School. Whether you're looking to refine your investment approach, hone your research skills, or prepare for interviews, I'm here to guide you every step of the way. Let's connect and chart your path to success in finance!

I'm happy to advise on all aspects of a hedge fund career, from LinkedIn and resume review to fund launch and portfolio management. I manage a hedge fund I founded with a partner in 2020 focused on mispriced securities of all kinds in North America and Europe. I've sat on a public company board and help manage an educational endowment. Previously, I was a Principal at Taconic Capital Advisors, where I worked for almost 20 years and managed investments including convertible securities, distressed credit, special situations and long-short equities. I managed our London office and European business for 8 years and launched and managed public and private investments in Brazil, Argentina, Mexico, and Chile. My first full-time job was as an investment banking analyst at JP Morgan after I graduated from Harvard.

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.

I currently spend time in my role on public equity investing. I can help you prepare for interviews, stock pitches, and general ideas for your HF role.

Over the course of my 18-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.