Wendy Ni, CFA: Portage Point Partners
Joel Palathinkal introduces the episode with a focus on financial modeling in private equity (PE) before welcoming Wendy Ni. Wendy shares her career journey, offering insights into the private equity landscape and her work at Portage Point Partners. The discussion covers job interview preparation, networking strategies, and effective resume building for those pursuing PE careers. A deep dive into the stages of private equity, company size analysis, and venture capital trends provides listeners with a comprehensive understanding of the field. The conversation also touched on long-term career planning, finding purpose in PE work, and the role of impact and fulfillment in career choices. The episode concludes with acknowledgments.
Key Points
- Hands-on experience in financial modeling and detailed scenario analysis are crucial for making informed investment decisions.
- Building a habit of consistent networking and overcoming the fear of rejection can significantly enhance career opportunities in private equity.
- Understanding the various stages and categories within private equity, such as venture capital, growth equity, and middle market PE, is essential for aligning career goals and strategies in the investment field.
Chapters
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| 1:24 | |
| 2:26 | |
| 7:30 | |
| 9:36 | |
| 23:59 | |
| 27:14 | |
| 30:12 | |
| 33:33 | |
| 37:03 | |
| 38:10 |
Transcript
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