This week's guest on the Robert Wenzel Show is Derek Pilecki. Pilecki is Managing Member, Founder and Portfolio Manager of Gator Capital Management. From 2002 through 2008, Derek was a member of the Goldman Sachs Asset Management Growth Equity Team. While at GSAM, Derek was the co-Chair of the Investment Committee for the Growth Team and was a Portfolio Manager. He was also a member of the portfolio management team responsible for the Goldman Sachs Capital Growth Fund, and provided primary coverage of the Financials for the Growth Team.
On the show, Pilecki talks about what it is like to work at Goldman Sachs. He also goes into detail explaining where the jobs are now on Wall Street and how to get one.
Then its on to a discussion of Pilecki's investment philosophy and his views on stocks such as Blackrock, American Express and Rouse Properties. Find out what regulatory cloud hangs over American Express and why Dodd-Frank regulation will likely force small cap bank mergers that will ultimately result in the merged banks being taken over by the big banks.
Here's a different audio version for those of you who would like to download the show as a podcast.