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.