PE/VC/Activist Fund Prep
PE/VC/Activist Fund Prep
Activist Investing Career Transition: Technical Intensive Program
✔ Shareholder Proposals & Proxy Fights
✔ Corporate Governance
✔ Valuation
✔ Stock Pitch Preparation
✔ Engagement Strategy Cases
Activist Investing Career Transition: Technical Intensive Program
Why This Program?
・A rigorous technical training program built around the actual interview process at activist funds.
・With 18 years of experience and a track record of placing candidates at firms including Goldman Sachs, Morgan Stanley, Elliott Management, and Effissimo, we bring you the knowledge and strategies that get offers.
・Technical interviews at activist funds are not won by demonstrating an interest in shareholder returns. They are won by the ability to instantly construct investment theses, propose governance reforms, and analyze corporate value. This program trains you to perform at that level.
Who This Program Is For:
・Professionals currently working in investment banking or consulting who are seriously pursuing a move to activist funds such as Elliott, Oasis, Effissimo, or Strategic Capital
・Those who get stuck on activist-specific technical questions such as shareholder proposals, proxy fights, and NAV discounts
・Those who can handle standard valuation but struggle to apply an activist lens through frameworks like Sum-of-the-Parts or breakup value analysis
・Those who lack confidence responding to stock pitch and engagement case questions such as "Which company would you target for an activist campaign and why?"
Why This Program Delivers Results:
・Full coverage of the most frequently tested activist technical topics: shareholder proposals, proxy fights, governance disclosure analysis, NAV discounts, Sum-of-the-Parts, stock pitches, and engagement strategy
・Through repeated practice sessions and structured knowledge building, you move from simply knowing the concepts to being able to propose on the spot
・Hands-on training through mock stock pitches and engagement strategy cases drawn from real activist campaigns
・A personalized roadmap built around each candidate: gap analysis, knowledge consolidation, proposal-building drills, and interview-ready execution
A Proven Track Record
・Candidates placed at activist funds, bulge bracket banks, and PE firms every year, including Elliott, Oasis, Effissimo, and Strategic Capital
・Consistent placements at funds with total compensation packages in the $300,000 range and above. A strong history of meaningful career advancement.
Land Your Activist Fund Offer with Alpha. Start Now!
Contents included
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AcademyPickupActivist Fund Career Transition: Shareholder Proposals & Proxy Fight Analysis Intensive✔ Shareholder Proposal Structure & Legal Process ✔ Proxy Fight Strategy ✔ Vote Solicitation Analysis ✔ Institutio・・・
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AcademyPickupActivist Fund Career Transition: Corporate Governance & Disclosure Analysis Intensive✔ Corporate Governance Codes ✔ Stewardship Code Frameworks ✔ Annual Securities Report Analysis ✔ Integrated Report Di・・・
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AcademyPickupActivist Fund Career Transition: Valuation Intensive✔ NAV Discount Analysis & Drills ✔ Sum-of-the-Parts (SOTP) ✔ Breakup Value & Liquidation Value Analysis ✔ Und・・・
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AcademyPickupActivist Fund Career Transition: Stock Pitch Intensive✔ Stock Pitch Structure ✔ Framework Fundamentals ✔ Stock Selection from an Activist Perspective ✔ Undervalued Stock I・・・
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AcademyPickupActivist Fund Career Transition: Engagement Strategy Case Intensive✔ Engagement Strategy Structure ✔ Approach Frameworks ✔ Collaborative vs. Confrontational Engagement ✔ Proposal Desig・・・
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