Careers in US Capital Market and PE & VC

This course helps those seeking to enter the field of Finance, especially US Capital Market and Private Equity & Venture Capital to gain a high level understanding of the field.

Careers in US Capital Market

About the lecturer:

Joe is a founding member of TurtleBay Advisory Services (TBAS). Prior to forming TurtleBay organization, Joe served as Freddie Mac's Senior Vice President of Operations and Technology and Senior Vice President of Investments and Capital Markets Operations and led Freddie Mac’s securities issuance, bond administration, and securities processing operations.

In this lecture, Joe will introduce the following topics:

• Overall Concept of Capital Market

• Buy Side vs Sell Side & Career Tracks

• Capital Markets – Products & Top Players

• Typical Structure of a Sell Side Firm

• Shared Functions

• Events Shaping the Current Banking Landscape

• My Career Development and Advice for you

Careers in Private Equity & Venture Capital

About the lecturer:

Sarah's career in the financial industry has spanned 30 years. She has worked in many of the verticals from investment banking to Fintech.

Her work experience started with the international credit training program with Chase Manhattan on Wall Street. She has held Senior Management roles with companies such as Ocwen Financial, ABN Amro and specialty research firms. Her entrepreneurial spirit leads her to be a founding manager of Bankrate and a technology startup. In addition, Sara is a frequent speaker at the AICPA and is on the facility of the Mortgage Bankers Association. She is a Certified Mortgage Banker.

In this lecture, Sarah will introduce the following topics:

• What is Private Equity & Venture Capital

• Industry Trends: Important Background for Interviews

• Experience Sharing

• How to Get Into the Industry

• Career Growth in PE & VC

• Interview Questions And Closing