Hi, my name is David Chong. I’m currently an investment associate at Point Field Partners. Before this, I spent 1.5 years with Truist as an investment bankings associate, 1.5 years with T. Rowe Price as an equity research associate, and 1.5 years with SunTrust Robinson Humphrey as an investment banking analyst. I graduated from the University of Richmond with a BSBA in Economics with a concentration in Finance. Growing up in an Asian household, I was encouraged to pursue a career in medicine or law. However, the more I learned about finance, the more I realized a career in the industry would be both intellectually stimulating and personally rewarding. Many investment banking analysts move to the buy-side and stay there. I’m the anomaly in the PFF team in that I made the switch initially to buy-side equity research, went back to banking, and then finally landed upon my current family office / private equity role. I can be a resource to you by speaking about equity research, investment banking and / or family offices / private equity, and more generally, how to position and market yourself for a change in roles. I have also been through multiple arduous recruiting processes, from networking to preparing for interviews. I look forward to chatting!

My name is Kush Shah and I am currently an investment banking analyst at BMO Capital Markets’ Middle Market M&A team which focuses on industry-agnostic sell-side and buy-side for middle market clients. I studied Finance with a minor in Real Estate at Arizona State University’s W. P. Carey School of Business. I pursued a career in investment banking because it is the greatest platform for a young finance graduate to understand the nuances of a business while combining the aspects of being on the fore front talking to clients and processing analytical information. Prior to my current experience, I worked with the public finance team at Piper Sandler. For those who are thinking about a career in general with finance, I would be more than happy to walk through my multiple internship and full time experiences, along with how to prepare for interviews.

My name is Justin Huang and I am currently an analyst at BDT & MSD Partners, where I work on transaction analysis and execution of investments and strategic advisory assignments. I graduated with a B.S. in Business Administration and a B.A. in Economics from the University of California, Berkeley. I'm originally from Sydney, Australia, and moved around a few different countries, so I'm able to speak to recruiting as an international student. Happy to chat about recruiting, interviewing, and career paths in general.

My name is Michael Likogiannis and I am currently a Strategy Consultant at Bank of America covering Global Markets and the Private Bank. I began my career at Bank of America as an analyst in the Mergers & Acquisitions group focused on technology companies, initially based out of the Palo Alto office and later transferred to the NYC office. My interest in investment banking was driven by my desire to work in a challenging, fast-paced environment that taught me a strong foundational skillset I could later use as an investor, operator or founder. I graduated from Rowan University magna cum laude in 2020 with a B.S. in Finance and Accounting. Despite attending a non-target school, I creatively found a way into the industry. I would be happy to share my playbook or discuss various career topics such as recruiting now that I’ve been on the other side of the process – just reach out!

My name is Robyn Myers and I graduated from the University of Chicago, where I majored in Economics and Psychology and minored in Human Rights. I’m currently an Associate at Stride Consumer Partners in Boston. I completed my two year Analyst program on the Regional Investment Banking team at JP Morgan (NYC) where I worked with middle-market companies as both a coverage and product partner. I pursued a career in banking because the role provides a great technical foundation that allows you to pursue various career paths coming out of college. The role is dynamic and client-facing, presenting new challenges and projects frequently and allowing you to work with interesting companies and founders. I am always happy to connect, please feel free to reach out!

My name is Matthew Kushner and I am currently a private equity associate at Brynwood Partners, a private equity firm based in Greenwich, CT, which focuses on leveraged buyouts of middle market consumer businesses. I started my career in the Relationship Lending Group within the investment banking division at Goldman Sachs where I focused on underwriting syndicated corporate debt. While I initially began my career with Goldman Sachs in the Salt Lake City office, I transferred to the New York City office in the same role, and later transitioned to the Healthcare investment banking coverage group in New York City. I attended Elon University and graduated magna cum laude in 2018 with a B.S.B.A. in Finance and B.S. in Accounting. I pursued a career in finance because I wanted the opportunity to develop the skills, both soft and technical, required to manage a business as a founder, owner, or investor. More than happy to discuss all things recruiting and day-to-day for Private Equity and Investment Banking. Additionally, pleased to discuss navigating an untraditional path to investment banking based on my own personal experience mentioned above.

I am currently pursuing my MBA at Stanford. Before business school, I was a senior private equity associate at H.I.G. Capital and, prior to that, an investment banking analyst at Jefferies. I studied accounting and finance at the University of Richmond. I pursued a career in finance because I wanted challenging roles that offered significant responsibility. If you’d like to chat, we can talk school (undergrad or BSchool), industry, internships, recruiting, and / or interviews. On that last point, having made it from interviewee to interviewer, I can tell you which questions will be asked during interviews and, more importantly, how to give great answers. I’m the least intimidating person you’ll ever meet so if you're trying to decide which of us you should contact first, I'm your guy!

My name is Aakash Tummala, and I am currently a senior at Rutgers University studying Finance and Real Estate. This past summer, I was an Investment Banking Summer Analyst at Piper Sandler in their Financial Services Group, and I will be returning once I graduate. I pursued a career in finance because I enjoyed the fast-paced, team-oriented environment, and I wanted the opportunity early on to develop the skills, both soft and technical. Coming from a non-target school, I can answer any and all questions regarding IB, networking, and the recruiting process. I am happy to chat & be a resource in whatever way possible!

Hi! My name is Alec Feng and I am an investment banking analyst at William Blair in the Technology group in Chicago. I am originally from Manhattan Beach, California, and I graduated from Michigan State in 2022 with a B.A in Finance. I pursued a career in investment banking due to the opportunity to learn all sides of a transaction, and continue to build a diverse skill set. Having recently gone through investment banking recruiting, I know how competitive and stressful the process is. I also experienced both in-person and virtual interviews, and can speak to my experience during the summer internship and the adjustment to coming back full time. I am happy to help in any way I can, please do not hesitate to reach out!

Alena Antigua is a Senior Vice President in the healthcare group helping co-lead the healthcare information technology practice at Jefferies. Alena has been with Jefferies for over 10 years, prior to which she spent roughly one year at Truist in the healthcare group. Alena’s passion for financial services come from her immense intellectual curiosity and critical thinking skills. Alena holds a B.A. in Philosophy from Occidental College and a Masters from University of Chicago. Alena comes from a diverse family of immigrants with a mother who is a political refugee of Chile and a first-generation Greek father; she is fluent in Spanish and can read and write in Greek. If you'd like to chat, please reach out to proformafutures@gmail.com and the team will coordinate a call.

My name is Andrew Eginton, and I am currently a Senior Associate at KPMG within its Deal Advisory practice. I graduated cum laude from the University of Notre Dame in 2022 with a B.B.A. in Accountancy. During my undergraduate years, I interned at AMETEK, a global electronic instrument and electromechanical device company, where I gained experience in Audit, Investor Relations, and Corporate Development over three summers. With my accounting background, I became a licensed Certified Public Accountant (CPA), though I always had a strong interest in pursing a career in finance. Upon graduation, I began my career in the Financial Due Diligence group at KPMG’s Boston office, and later transferred to New York City while continuing in the same division. My goal in pursuing a finance career has been to acquire the entrepreneurial skills needed to run a business. Combining a technical background to understand financial drivers with hands-on experience working with business founders and investors, I aim to be well-prepared for any business opportunities or challenges that may come my way. Throughout my career, I have been fortunate to receive guidance from several mentors and am eager to pay it forward. Feel free to reach out if you are interested in learning about alternative routes in finance outside of Investment Banking or Private Equity. I am also open to discussing career paths related to accounting and sharing my personal experiences.

Hello! My name is Andrew Spiegel. I am a Senior Associate on the Truist Securities Technology, Media & Telecom Leveraged Finance team based in Atlanta, GA. My role is focused on advising corporate clients and financial sponsors on the origination, structuring and execution of institutional loans, high yield bonds and bank loans for LBO, M&A, recapitalization and refinancing transactions. Prior to Truist, I spent roughly three years in Public Accounting, including Grant Thornton’s Transaction Advisory Services group and Deloitte’s Audit practice. I graduated from the University of South Carolina with a double major in Finance and Accounting and obtained my CPA license in the State of New York shortly after graduating. I was drawn to Investment Banking, albeit “late to the game”, as I gained an appreciation for how Investment Banks helped businesses of all shapes and sizes achieve some of their most significant milestones and growth objectives. As someone who attended a “Non-Target” university and did not have strong connections into “high finance”, I can provide a unique perspective on what it will take to break in to the industry. I am also active with my firm’s recruiting initiatives, so I can provide specific insights into our talent acquisition process.

My name is Andy Kleinlein and I am currently a private equity associate at Bessemer Investors in New York City. Prior to joining Bessemer, I was an investment banking analyst in the Leveraged Finance Group at Jefferies in NYC. Before Jefferies, I spent a year at SunTrust Robinson Humphrey (now Truist) as an analyst in the Syndicated & Leveraged Finance Group, where I interned the prior summer. I grew up in St. Louis, MO before attending and eventually graduating from Washington and Lee University in 2017 with a BS in Accounting and Business Administration. During my time at W&L, I played four years of basketball. I pursued a career in finance to develop a foundation, network and skill set that would be applicable to any career path. I can be of particular help to anyone who: i) goes to a liberal arts college and is looking to pursue a career in finance, ii) wants to make the leap from investment banking to private equity, or iii) needs advice on how to use your experience as a former student-athlete to your advantage. I'm happy to be a general resource for any other topics, as well.

Hi - my name is Aneesh Bhattacharya and I am an investment professional on the Controlled Environment Foods team at Equilibrium Capital, a sustainability-driven investment firm.

Prior to joining Equilibrium, I worked at the Forest Road Company where I focused on a structured investment strategy which provided capital to early-stage renewable energy developers. Earlier in my career, I was a member of the investment team at Union Capital, a lower middle market private equity firm focused on investments in the food manufacturing, business services and franchise restaurant spaces. In this role, I worked across investment, portfolio operations, and fund management responsibilities for Union Capital's first institutional fund. I began my career in the Industrials investment banking group at Jefferies.

I hold an MBA from the Tuck School of Business at Dartmouth, and a B.A. from Vanderbilt University.

I’ve been lucky enough to have mentors in both banking and PE who have helped me to grow and develop and I would like to help others do the same. If you have an interest in private equity, private credit, sustainability, or business school, I'd be happy to chat!

I am currently an investment banking analyst at CIBC, as a part of the EIT (Energy, Infrastructure and Transition) coverage group in New York. I studied Economics and Political Science at UCLA, and grew up in Abu Dhabi. I always knew I wanted a career in finance, but was unsure about my path so I tried out different internships, including working at a startup, a boutique investment bank, and a private equity firm. Ultimately, I pursued banking because I wanted a career that would challenge me, help me develop soft and technical skills, and offer a wide variety of opportunities. I'd be happy to discuss anything related to the recruiting process, finding internships, networking, and navigating an untraditional path to investment banking.

My name is Anja Mandic and I am from Bosnia and Herzegovina. I am currently in my final year at the University of Richmond where I am majoring in Economics. Most recently, I interned as an investment banking summer analyst at Jefferies in NYC where I will be returning as an analyst in their Metal & Mining group after graduation. I decided to pursue a career in finance as I always wanted to pursue a fast-paced career that would allow me to learn in a challenging environment surrounded by high-caliber professionals. As an international student coming from a non-target school, I can provide helpful insight on how to build a network, learn about different careers within finance, and identify a career path. Moreover, I can help you overcome several obstacles international students typically face relating to visa processes and provide advice on how to succeed in a competitive job environment.

My name is Anna Zhang and I am currently an associate at Rockpoint Group, a real estate private equity firm headquartered in Boston. Prior to my current role, I was an investment banking analyst in the Real Estate, Gaming & Lodging group at BofA Securities in New York. I grew up in Singapore before graduating from New York University's Stern School of Business in 2022. After college, I pursued a career in investment banking because I wanted the opportunity to build a foundation of technical knowledge and transferable skills, and the role provides a great platform to start learning about the finance industry. Real estate, in particular, was really interesting to me in how it underpins and connects to other sectors. Happy to connect!